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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | INTEL CORPCALL | $45.5M | 1030000 | 29.62% |
| 2 | VIPSHOP HOLDINGS LTD | $27.9M | 1774290 | 18.18% |
| 3 | INTEL CORP | $19.0M | 431000 | 12.40% |
| 4 | JOYY INC | $18.1M | 309800 | 11.79% |
| 5 | PDD HOLDINGS INCCALL | $11.2M | 110000 | 7.33% |
| 6 | NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC | $10.0M | 175750 | 6.49% |
| 7 | SPDR GOLD SHARES | $6.9M | 16000 | 4.49% |
| 8 | DOUYU INTERNATIONAL HOLDINGS LTD | $6.7M | 1334229 | 4.37% |
| 9 | STAAR SURGICAL CO | $5.1M | 271965 | 3.31% |
| 10 | LUMENTUM HOLDINGS INC | $1.6M | 2300 | 1.05% |
| 11 | DINGDONG (CAYMAN) LTD | $686K | 266760 | 0.45% |
| 12 | FULL TRUCK ALLIANCE CO LTD | $424K | 51100 | 0.28% |
| 13 | LEXINFINTECH HOLDINGS LTD | $396K | 181697 | 0.26% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.