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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 2,039 | 43,200 | SH | SOLE | 0 | 0 | 43,200 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 8,835 | 290,904 | SH | SOLE | 0 | 0 | 290,904 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 70,612 | 416,714 | SH | SOLE | 0 | 0 | 416,714 | ||
| CTRIP COM INTL LTD | SPONSORED ADS | 22943F100 | 24,554 | 665,246 | SH | SOLE | 0 | 0 | 665,246 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 1,550 | 11,100 | SH | SOLE | 0 | 0 | 11,100 | ||
| FACEBOOK INC | CL A | 30303M102 | 5,076 | 26,300 | SH | SOLE | 0 | 0 | 26,300 | ||
| FERRARI N V | COM | N3167Y103 | 807 | 5,000 | SH | SOLE | 0 | 0 | 5,000 | ||
| HIMAX TECHNOLOGIES INC | SPONSORED ADR | 43289P106 | 70 | 20,000 | SH | SOLE | 0 | 0 | 20,000 | ||
| HUAMI CORP | SPONSORED ADS | 44331K103 | 317 | 31,678 | SH | SOLE | 0 | 0 | 31,678 | ||
| HUYA INC | ADS REP SHS A | 44852D108 | 1,260 | 51,000 | SH | SOLE | 0 | 0 | 51,000 | ||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 22,932 | 122,800 | SH | SOLE | 0 | 0 | 122,800 | ||
| KRANESHARES TR | CSI CHI INTERNET | 500767306 | 2,637 | 60,000 | SH | SOLE | 0 | 0 | 60,000 | ||
| LAUDER ESTEE COS INC | CL A | 518439104 | 7,545 | 41,206 | SH | SOLE | 0 | 0 | 41,206 | ||
| LEXINFINTECH HLDGS LTD | ADR | 528877103 | 1,600 | 143,400 | SH | SOLE | 0 | 0 | 143,400 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 4,091 | 22,700 | SH | SOLE | 0 | 0 | 22,700 | ||
| MICROSOFT CORP | COM | 594918104 | 9,297 | 69,400 | SH | SOLE | 0 | 0 | 69,400 | ||
| MOMO INC | ADR | 60879B107 | 2,728 | 76,200 | SH | SOLE | 0 | 0 | 76,200 | ||
| NETFLIX INC | COM | 64110L106 | 3,930 | 10,700 | SH | SOLE | 0 | 0 | 10,700 | ||
| NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 22,648 | 234,500 | SH | SOLE | 0 | 0 | 234,500 | ||
| NIKE INC | CL B | 654106103 | 5,742 | 68,400 | SH | SOLE | 0 | 0 | 68,400 | ||
| NVIDIA CORP | COM | 67066G104 | 11,299 | 68,800 | SH | SOLE | 0 | 0 | 68,800 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 1,820 | 15,900 | SH | SOLE | 0 | 0 | 15,900 | ||
| PINDUODUO INC | SPONSORED ADS | 722304102 | 39,190 | 1,899,665 | SH | SOLE | 0 | 0 | 1,899,665 | ||
| PIVOTAL SOFTWARE INC | COM CL A | 72582H107 | 317 | 30,000 | SH | SOLE | 0 | 0 | 30,000 | ||
| PROSHARES TR | ULTRAPRO QQQ | 74347X831 | 11,180 | 181,000 | SH | SOLE | 0 | 0 | 181,000 | ||
| QUDIAN INC | ADR | 747798106 | 6,067 | 808,900 | SH | SOLE | 0 | 0 | 808,900 | ||
| ROGERS CORP | COM | 775133101 | 3,900 | 22,600 | SH | SOLE | 0 | 0 | 22,600 | ||
| SEA LTD | SPONSORED ADS | 81141R100 | 4,873 | 146,700 | SH | SOLE | 0 | 0 | 146,700 | ||
| SNAP INC | CL A | 83304A106 | 2,570 | 179,700 | SH | SOLE | 0 | 0 | 179,700 | ||
| STARBUCKS CORP | COM | 855244109 | 10,269 | 122,500 | SH | SOLE | 0 | 0 | 122,500 | ||
| TYSON FOODS INC | CL A | 902494103 | 1,623 | 20,100 | SH | SOLE | 0 | 0 | 20,100 | ||
| VANECK VECTORS ETF TR | SEMICONDUCTOR ET | 92189F676 | 8,770 | 79,600 | SH | SOLE | 0 | 0 | 79,600 | ||
| YUM CHINA HLDGS INC | COM | 98850P109 | 10,878 | 235,447 | SH | SOLE | 0 | 0 | 235,447 | ||
| YY INC | SPONSORED ADS A | 98426T106 | 3,192 | 45,800 | SH | SOLE | 0 | 0 | 45,800 | ||
| ZTO EXPRESS CAYMAN INC | SPONSORED ADS A | 98980A105 | 8,267 | 432,400 | SH | SOLE | 0 | 0 | 432,400 | ||