Instuitional Investor - Charles-lim Capital Ltd

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	H D F C Bank Ltd	HDB	3,000,000	$115,005,000	28.66%
2.	Sea Ltd	SE	650,000	$103,961,000	25.91%
3.	Estee Lauder Companies Inc	EL	584,094	$47,194,795	11.76%
4.	Taiwan Semiconductor Mfg Co Ltd	TSM	200,000	$45,298,000	11.29%
5.	I C I C I Bank Ltd	IBN	1,250,000	$42,050,000	10.48%