Instuitional Investor - North Of South Capital Llp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Alibaba Group Holding Limited	BABA	1,975,760	$167,524,690	20.34%
2.	Taiwan Semiconductor Mfg Co Ltd	TSM	516,404	$101,984,626	12.38%
3.	Jd.com Inc	JD	2,899,808	$100,536,343	12.21%
4.	K T Corp	KT	4,217,653	$65,457,975	7.94%
5.	Full Truck Alliance Co. Ltd.	YMM	5,692,489	$61,592,731	7.48%