Instuitional Investor - Charles-lim Capital Ltd

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	H D F C Bank Ltd	HDB	2,500,000	$159,650,000	39.98%
2.	Sea Ltd	SE	1,008,301	$106,980,736	26.79%
3.	Estee Lauder Companies Inc	EL	750,000	$56,235,000	14.08%
4.	Taiwan Semiconductor Mfg Co Ltd	TSM	150,000	$29,623,500	7.41%
5.	I C I C I Bank Ltd	IBN	800,000	$23,888,000	5.98%