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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| META PLATFORM INC | COM | 30303M102 | 6,440,610 | 11,000 | SH | SOLE | 0 | 11,000 | 0 | 0 | ||
| AMAZON.COM INC | COM | 023135106 | 6,142,920 | 28,000 | SH | SOLE | 0 | 23,000 | 0 | 0 | ||
| VISA | COM | 92840M102 | 4,740,600 | 15,000 | SH | SOLE | 0 | 15,000 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG CO | SPONSORED ADS | 874039100 | 3,159,840 | 16,000 | SH | SOLE | 0 | 16,000 | 0 | 0 | ||
| HCA HEALTHCARE ORD | COM | 40412C101 | 2,401,200 | 8,000 | SH | SOLE | 0 | 8,000 | 0 | 0 | ||
| CMI CUMMINS INC | COM | 231021106 | 1,394,400 | 4,000 | SH | SOLE | 0 | 4,000 | 0 | 0 | ||
| TJX COMPANIES INC NEW | COM | 872540109 | 1,208,100 | 10,000 | SH | SOLE | 0 | 10,000 | 0 | 0 | ||
| SAIA INC | COM | 78709Y105 | 1,139,325 | 2,500 | SH | SOLE | 0 | 2,500 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 1,104,500 | 10,000 | SH | SOLE | 0 | 10,000 | 0 | 0 | ||
| ZSCALER ORD | COM | 98980G102 | 1,082,460 | 6,000 | SH | SOLE | 0 | 6,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 1,686,000 | 4,000 | SH | SOLE | 0 | 2,000 | 0 | 0 | ||
| SNOW SNOWFLAKE INC | COM | 833445109 | 617,640 | 4,000 | SH | SOLE | 0 | 4,000 | 0 | 0 | ||
| PINDUODUO INC -ADR | SPONSORED ADS | 722304102 | 581,940 | 6,000 | SH | SOLE | 0 | 6,000 | 0 | 0 | ||