The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ADV MICRO DEVICE | COM | 007903107 | 955,875 | 12,500 | SH | Call | SOLE | 0 | 955,875 | 0 | 0 |
AIRBNB INC-A | COM | 009066101 | 222,700 | 2,500 | SH | Call | SOLE | 0 | 222,700 | 0 | 0 |
Allbirds Inc | COM | 01675A109 | 605,220 | 154,000 | SH | Call | SOLE | 0 | 605,220 | 0 | 0 |
ALPHABET INC | COM | 02079K107 | 8,244,499 | 3,769 | SH | Call | SOLE | 0 | 8,244,499 | 0 | 0 |
ANALOG DEVICES | COM | 032654105 | 292,180 | 2,000 | SH | Call | SOLE | 0 | 292,180 | 0 | 0 |
Cloudflare Inc | COM | 18915M107 | 11,112,500 | 254,000 | SH | Call | SOLE | 0 | 11,112,500 | 0 | 0 |
CROWDSTRIKE HOLDINGS INC - A | COM | 22788C105 | 421,400 | 2,500 | SH | Call | SOLE | 0 | 421,400 | 0 | 0 |
DATADOG INC-A | COM | 23804L103 | 952,400 | 10,000 | SH | Call | SOLE | 0 | 952,400 | 0 | 0 |
ENPHASE ENERGY | COM | 29355A107 | 976,200 | 5,000 | SH | Call | SOLE | 0 | 976,200 | 0 | 0 |
ESTEE LAUDER | COM | 518439104 | 1,018,680 | 4,000 | SH | Call | SOLE | 0 | 1,018,680 | 0 | 0 |
Inmode Ltd | COM | 001159599 | 611,793 | 27,300 | SH | Call | SOLE | 0 | 611,793 | 0 | 0 |
LULULEMON ATH | COM | 550021109 | 545,220 | 2,000 | SH | Call | SOLE | 0 | 545,220 | 0 | 0 |
MONGODB INC | COM | 60937P106 | 778,500 | 3,000 | SH | Call | SOLE | 0 | 778,500 | 0 | 0 |
ON SEMICONDUCTOR CORP | COM | 682189105 | 754,650 | 15,000 | SH | Call | SOLE | 0 | 754,650 | 0 | 0 |
QuantumScape CORP | COM | 74767V109 | 2,918,023 | 339,700 | SH | Call | SOLE | 0 | 2,918,023 | 0 | 0 |
SHOPIFY INC - CLASS A | COM | 82509L107 | 6,557,276 | 209,900 | SH | Call | SOLE | 0 | 6,557,276 | 0 | 0 |
SNOWFLAKE INC-CLASS A | COM | 833445109 | 17,000,085 | 122,250 | SH | Call | SOLE | 0 | 17,000,085 | 0 | 0 |
Solid Power Inc | COM | 83422N105 | 880,975 | 163,750 | SH | Call | SOLE | 0 | 880,975 | 0 | 0 |
UBER TECHNOLOGIES INC | COM | 90353T100 | 204,600 | 10,000 | SH | Call | SOLE | 0 | 204,600 | 0 | 0 |
VISA INC | COM | 92826C839 | 2,165,790 | 11,000 | SH | Call | SOLE | 0 | 2,165,790 | 0 | 0 |
ZSCALER INC | COM | 98980G102 | 448,530 | 3,000 | SH | Call | SOLE | 0 | 448,530 | 0 | 0 |
Moderna inc | COM | 60770K107 | 2,870,570 | 20,095 | SH | Call | SOLE | 0 | 2,870,570 | 0 | 0 |
Plug power inc | COM | 72919P202 | 1,000,828 | 60,400 | SH | Call | SOLE | 0 | 1,000,828 | 0 | 0 |
TESLA INC | COM | 88160R101 | 40,950,670 | 60,810 | SH | Call | SOLE | 0 | 40,950,670 | 0 | 0 |
MICROSOFT CORP | COM | 594918104 | 15,692,569 | 61,101 | SH | Call | SOLE | 0 | 15,692,569 | 0 | 0 |
RLX TECHNOLOGY INC | ADR | 74969N103 | 5,445,091 | 2,556,381 | SH | Call | SOLE | 0 | 5,445,091 | 0 | 0 |
xpeng inc | ADR | 98422d105 | 783,978 | 24,700 | SH | Call | SOLE | 0 | 783,978 | 0 | 0 |
NVIDIA corp | COM | 67066G104 | 6,662,380 | 43,950 | SH | Call | SOLE | 0 | 6,662,380 | 0 | 0 |
zto express cayman inc | ADR | 98980A105 | 5,682,150 | 207,000 | SH | Call | SOLE | 0 | 5,682,150 | 0 | 0 |