Serenity Capital LLC Activity Q1 2017-Q2 2022

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Q2 2022

			Value		Shares		↓ Weighting
	New	N/An/a	$0	–	0	–	0.00%	–

Q4 2021

			Value		Shares		↓ Weighting
NEW	Exit	PUXIN LTDads	$0	–	-680,000	–	-0.17%	–
BEDU	Exit	BRIGHT SCHOLAR ED HLDGS LTDsponsored ads	$0	–	-2,195,075	–	-2.68%	–
ZTO	Exit	ZTO EXPRESS CAYMAN INCsponsored ads a	$0	–	-7,463,535	–	-97.16%	–

Q3 2021

			Value		Shares		↓ Weighting
ZTO	Buy	ZTO EXPRESS CAYMAN INCsponsored ads a	$228,832,000	+26.5%	7,463,535	+25.2%	97.16%	+3.4%
BEKE	Exit	KE HLDGS INCsponsored ads	$0	–	-25,000	–	-0.62%	–

Q2 2021

			Value		Shares		↓ Weighting
ZTO	New	ZTO EXPRESS CAYMAN INCsponsored ads a	$180,927,000	–	5,961,350	–	93.92%	–
BEDU	New	BRIGHT SCHOLAR ED HLDGS LTDsponsored ads	$9,307,000	–	2,195,075	–	4.83%	–
NEW	New	PUXIN LTDads	$1,217,000	–	680,000	–	0.63%	–
BEKE	New	KE HLDGS INCsponsored ads	$1,192,000	–	25,000	–	0.62%	–

Q4 2020

			Value		Shares		↓ Weighting
BEKE	Exit	KE HLDGS INCsponsored ads	$0	–	-25,000	–	-0.28%	–
NEW	Exit	PUXIN LTDads	$0	–	-680,000	–	-1.11%	–
BEDU	Exit	BRIGHT SCHOLAR ED HLDGS LTDsponsored ads	$0	–	-2,195,075	–	-2.58%	–
VIOT	Exit	VIOMI TECHNOLOGY CO LTDsponsored ads	$0	–	-2,809,063	–	-3.12%	–
EDU	Exit	NEW ORIENTAL ED & TECHNOLOGYspon adr	$0	–	-571,373	–	-15.69%	–
TAL	Exit	TAL EDUCATION GROUPsponsored ads	$0	–	-2,358,736	–	-32.94%	–
BABA	Exit	ALIBABA GROUP HLDG LTDsponsored ads	$0	–	-820,061	–	-44.28%	–

Q3 2020

			Value		Shares		↓ Weighting
BABA	Sell	ALIBABA GROUP HLDG LTDsponsored ads	$241,082,000	+10.7%	820,061	-18.8%	44.28%	-12.8%
TAL	Sell	TAL EDUCATION GROUPsponsored ads	$179,358,000	+2.6%	2,358,736	-7.7%	32.94%	-19.1%
EDU	Buy	NEW ORIENTAL ED & TECHNOLOGYspon adr	$85,420,000	+10577.5%	571,373	+9199.7%	15.69%	+8334.9%
BEKE	New	KE HLDGS INCsponsored ads	$1,533,000	–	25,000	–	0.28%	–

Q2 2020

			Value		Shares		↓ Weighting
BABA	New	ALIBABA GROUP HLDG LTDsponsored ads	$217,870,000	–	1,010,061	–	50.78%	–
TAL	New	TAL EDUCATION GROUPsponsored ads	$174,752,000	–	2,555,599	–	40.73%	–
BEDU	New	BRIGHT SCHOLAR ED HLDGS LTDsponsored ads	$17,253,000	–	2,195,075	–	4.02%	–
VIOT	New	VIOMI TECHNOLOGY CO LTDsponsored ads	$14,888,000	–	2,809,063	–	3.47%	–
NEW	New	PUXIN LTDads	$3,509,000	–	680,000	–	0.82%	–
EDU	New	NEW ORIENTAL ED & TECHNOLOGYspon adr	$800,000	–	6,144	–	0.19%	–

Q4 2019

			Value		Shares		↓ Weighting
JD	Exit	JD COM INCspon adr cl a	$0	–	-172,822	–	-1.12%	–
NIU	Exit	NIU TECHNOLOGIESads	$0	–	-614,478	–	-1.20%	–
NEW	Exit	PUXIN LTDads	$0	–	-680,000	–	-1.25%	–
BEDU	Exit	BRIGHT SCHOLAR ED HLDGS LTDsponsored ads	$0	–	-2,195,075	–	-4.90%	–
VIOT	Exit	VIOMI TECHNOLOGY CO LTDsponsored ads	$0	–	-2,809,063	–	-5.28%	–
IQ	Exit	IQIYI INCsponsored ads	$0	–	-2,569,468	–	-9.56%	–
TAL	Exit	TAL EDUCATION GROUPsponsored ads	$0	–	-4,777,798	–	-37.73%	–
BABA	Exit	ALIBABA GROUP HLDG LTDsponsored ads	$0	–	-1,010,061	–	-38.96%	–

Q3 2019

			Value		Shares		↓ Weighting
BABA	Buy	ALIBABA GROUP HLDG LTDsponsored ads	$168,913,000	+64.7%	1,010,061	+66.9%	38.96%	+25.5%
TAL	Buy	TAL EDUCATION GROUPsponsored ads	$163,592,000	+31.8%	4,777,798	+46.7%	37.73%	+0.4%
JD	New	JD COM INCspon adr cl a	$4,875,000	–	172,822	–	1.12%	–

Q2 2019

			Value		Shares		↓ Weighting
TAL	New	TAL EDUCATION GROUPsponsored ads	$124,098,000	–	3,257,167	–	37.58%	–
BABA	New	ALIBABA GROUP HLDG LTDsponsored ads	$102,528,000	–	605,061	–	31.04%	–
IQ	New	IQIYI INCsponsored ads	$53,060,000	–	2,569,468	–	16.07%	–
VIOT	New	VIOMI TECHNOLOGY CO LTDsponsored ads	$22,782,000	–	2,809,063	–	6.90%	–
BEDU	New	BRIGHT SCHOLAR ED HLDGS LTDsponsored ads	$19,887,000	–	2,195,075	–	6.02%	–
NEW	New	PUXIN LTDads	$4,270,000	–	680,000	–	1.29%	–
NIU	New	NIU TECHNOLOGIESads	$3,632,000	–	614,478	–	1.10%	–

Q4 2018

			Value		Shares		↓ Weighting
NEW	Exit	PUXIN LTDads	$0	–	-680,000	–	-2.23%	–
PDD	Exit	PINDUODUO INCsponsored ads	$0	–	-400,000	–	-3.95%	–
EDU	Exit	NEW ORIENTAL ED & TECH GRP Ispon adr	$0	–	-295,100	–	-8.20%	–
VIOT	Exit	VIOMI TECHNOLOGY CO LTDsponsored ads	$0	–	-2,809,063	–	-9.49%	–
BEDU	Exit	BRIGHT SCHOLAR ED HLDGS LTDsponsored ads	$0	–	-5,180,111	–	-24.09%	–
TAL	Exit	TAL ED GROUPsponsored ads	$0	–	-5,393,948	–	-52.05%	–

Q3 2018

			Value		Shares		↓ Weighting
VIOT	New	VIOMI TECHNOLOGY CO LTDsponsored ads	$25,282,000	–	2,809,063	–	9.49%	–
PDD	New	PINDUODUO INCsponsored ads	$10,516,000	–	400,000	–	3.95%	–
JD	Exit	JD COM INCspon adr cl a	$0	–	-3,263,517	–	-27.98%	–

Q2 2018

			Value		Shares		↓ Weighting
TAL	New	TAL ED GROUPsponsored ads	$198,497,000	–	5,393,948	–	43.70%	–
JD	New	JD COM INCspon adr cl a	$127,114,000	–	3,263,517	–	27.98%	–
BEDU	New	BRIGHT SCHOLAR ED HLDGS LTDsponsored ads	$86,145,000	–	5,180,111	–	18.96%	–
EDU	New	NEW ORIENTAL ED & TECH GRP Ispon adr	$27,934,000	–	295,100	–	6.15%	–
NEW	New	PUXIN LTDads	$14,552,000	–	680,000	–	3.20%	–

Q4 2017

			Value		Shares		↓ Weighting
TOUR	Exit	TUNIU CORPsponsored ads cl	$0	–	-1,059,066	–	-2.29%	–
RYB	Exit	RYB ED INCadr	$0	–	-430,000	–	-3.38%	–
WUBA	Exit	58 COM INCspon adr rep a	$0	–	-491,141	–	-8.56%	–
TAL	Exit	TAL ED GROUPsponsored ads	$0	–	-1,083,642	–	-10.09%	–
VIPS	Exit	VIPSHOP HLDGS LTDsponsored adr	$0	–	-8,548,833	–	-20.76%	–
JD	Exit	JD COM INCspon adr cl a	$0	–	-2,440,348	–	-25.75%	–
BEDU	Exit	BRIGHT SCHOLAR ED HLDGS LTDsponsored ads	$0	–	-4,546,375	–	-29.17%	–

Q3 2017

			Value		Shares		↓ Weighting
BEDU	Buy	BRIGHT SCHOLAR ED HLDGS LTDsponsored ads	$105,612,000	+132.9%	4,546,375	+19.3%	29.17%	+128.6%
TAL	Buy	TAL ED GROUPsponsored ads	$36,530,000	+65.4%	1,083,642	+500.0%	10.09%	+62.3%
WUBA	Sell	58 COM INCspon adr rep a	$31,011,000	-66.6%	491,141	-76.7%	8.56%	-67.2%
RYB	New	RYB ED INCadr	$12,255,000	–	430,000	–	3.38%	–
TOUR	Sell	TUNIU CORPsponsored ads cl	$8,282,000	-9.7%	1,059,066	-7.3%	2.29%	-11.4%

Q2 2017

			Value		Shares		↓ Weighting
JD	New	JD COM INCspon adr cl a	$95,710,000	–	2,440,348	–	26.94%	–
WUBA	New	58 COM INCspon adr rep a	$92,811,000	–	2,104,092	–	26.12%	–
VIPS	New	VIPSHOP HLDGS LTDsponsored adr	$90,190,000	–	8,548,833	–	25.38%	–
BEDU	New	BRIGHT SCHOLAR ED HLDGS LTDsponsored ads	$45,351,000	–	3,810,968	–	12.76%	–
TAL	New	TAL ED GROUP	$22,090,000	–	180,607	–	6.22%	–
TOUR	New	TUNIU CORPsponsored ads cl	$9,175,000	–	1,142,631	–	2.58%	–

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