The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 |
| 21VIANET GROUP INC | SPONSORED ADS A | 90138A103 | 390 | 17,000 | SH | SOLE | NONE | 17,000 | 0 | 0 | |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 133,850 | 1,425,000 | SH | SOLE | NONE | 1,425,000 | 0 | 0 | |
| AIRBNB INC | COM CL A | 009066101 | 1,225 | 8,000 | SH | SOLE | NONE | 8,000 | 0 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 1,253 | 500 | SH | SOLE | NONE | 500 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 2,546 | 740 | SH | SOLE | NONE | 740 | 0 | 0 | |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 | 2,280 | 9,000 | SH | SOLE | NONE | 9,000 | 0 | 0 | |
| COUPA SOFTWARE INC | COM | 22266L106 | 55,829 | 213,000 | SH | SOLE | NONE | 213,000 | 0 | 0 | |
| DATADOG INC | CL A COM | 23804L103 | 1,041 | 10,000 | SH | SOLE | NONE | 10,000 | 0 | 0 | |
| DIREXION SHS ETF TR | DLY SEMICNDTR BR | 25460G690 | 707 | 100,000 | SH | SOLE | NONE | 100,000 | 0 | 0 | |
| DOORDASH INC | CL A | 25809K105 | 42,264 | 237,000 | SH | SOLE | NONE | 237,000 | 0 | 0 | |
| FACEBOOK INC | CL A | 30303M102 | 3,720 | 10,700 | SH | SOLE | NONE | 10,700 | 0 | 0 | |
| GDS HLDGS LTD | SPONSORED ADS | 36165L108 | 926 | 11,800 | SH | SOLE | NONE | 11,800 | 0 | 0 | |
| IQIYI INC | SPONSORED ADS | 46267X108 | 999 | 64,100 | SH | SOLE | NONE | 64,100 | 0 | 0 | |
| JD.COM INC | SPON ADR CL A | 47215P106 | 1,995 | 25,000 | SH | SOLE | NONE | 25,000 | 0 | 0 | |
| KANZHUN LIMITED | SPONSORED ADS | 48553T106 | 2,146 | 54,113 | SH | SOLE | NONE | 54,113 | 0 | 0 | |
| KE HLDGS INC | SPONSORED ADS | 482497104 | 844 | 17,700 | SH | SOLE | NONE | 17,700 | 0 | 0 | |
| LI AUTO INC | SPONSORED ADS | 50202M102 | 32,494 | 930,000 | SH | SOLE | NONE | 930,000 | 0 | 0 | |
| LYFT INC | CL A COM | 55087P104 | 484 | 8,000 | SH | SOLE | NONE | 8,000 | 0 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 1,275 | 15,000 | SH | SOLE | NONE | 15,000 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 74,498 | 275,000 | SH | SOLE | NONE | 275,000 | 0 | 0 | |
| MINISO GROUP HLDG LTD | SPONSORED ADS | 66981J102 | 378 | 18,200 | SH | SOLE | NONE | 18,200 | 0 | 0 | |
| NETEASE INC | SPONSORED ADS | 64110W102 | 1,487 | 12,900 | SH | SOLE | NONE | 12,900 | 0 | 0 | |
| NIO INC | SPON ADS | 62914V106 | 532 | 10,000 | SH | SOLE | NONE | 10,000 | 0 | 0 | |
| NVIDIA CORPORATION | COM | 67066G104 | 106,813 | 133,500 | SH | SOLE | NONE | 133,500 | 0 | 0 | |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 88,254 | 429,000 | SH | SOLE | NONE | 429,000 | 0 | 0 | |
| SALESFORCE COM INC | COM | 79466L302 | 2,198 | 9,000 | SH | SOLE | NONE | 9,000 | 0 | 0 | |
| SEA LTD | SPONSORD ADS | 81141R100 | 29,931 | 109,000 | SH | SOLE | NONE | 109,000 | 0 | 0 | |
| SHOPIFY INC | CL A | 82509L107 | 56,540 | 38,700 | SH | SOLE | NONE | 38,700 | 0 | 0 | |
| SNOWFLAKE INC | CL A | 833445109 | 78,585 | 325,000 | SH | SOLE | NONE | 325,000 | 0 | 0 | |
| SQUARE INC | CL A | 852234103 | 54,855 | 225,000 | SH | SOLE | NONE | 225,000 | 0 | 0 | |
| TESLA INC | COM | 88160R101 | 118,608 | 174,500 | SH | SOLE | NONE | 174,500 | 0 | 0 | |
| TRIP COM GROUP LTD | ADS | 89677Q107 | 2,128 | 60,014 | SH | SOLE | NONE | 60,014 | 0 | 0 | |
| TWILIO INC | CL A | 90138F102 | 74,890 | 190,000 | SH | SOLE | NONE | 190,000 | 0 | 0 | |
| WESTERN DIGITAL CORP. | COM | 958102105 | 1,423 | 20,000 | SH | SOLE | NONE | 20,000 | 0 | 0 | |
| ZOOMINFO TECHNOLOGIES INC | COM CL A | 98980F104 | 783 | 15,000 | SH | SOLE | NONE | 15,000 | 0 | 0 | |