Instuitional Investor - North Of South Capital Llp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Alibaba Group Holding Limited	BABA	1,828,864	$241,830,687	27.01%
2.	Jd.com Inc	JD	3,314,174	$136,278,835	15.22%
3.	Full Truck Alliance Co. Ltd.	YMM	6,157,928	$78,636,741	8.78%
4.	Taiwan Semiconductor Mfg Co Ltd	TSM	440,807	$73,173,962	8.17%
5.	K T Corp	KT	3,831,521	$67,856,237	7.58%