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 | 19,388 | 325,959 | SH | SOLE | 0 | 0 | 325,959 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 16,933 | 372,309 | SH | SOLE | 0 | 0 | 372,309 | ||
| AMAZON COM INC | COM | 023135106 | 46,208 | 23,700 | SH | SOLE | 0 | 0 | 23,700 | ||
| BILIBILI INC | SPONS ADS REP Z | 090040106 | 4,894 | 208,968 | SH | SOLE | 0 | 0 | 208,968 | ||
| GDS HLDGS LTD | SPONSORED ADS | 36165L108 | 3,362 | 58,000 | SH | SOLE | 0 | 0 | 58,000 | ||
| HUAZHU GROUP LTD | SPONSORED ADS | 44332N106 | 16,202 | 563,936 | SH | SOLE | 0 | 0 | 563,936 | ||
| INTEL CORP | COM | 458140100 | 3,367 | 62,205 | SH | SOLE | 0 | 0 | 62,205 | ||
| JD COM INC | SPON ADR CL A | 47215P106 | 25,855 | 638,400 | SH | SOLE | 0 | 0 | 638,400 | ||
| LAUDER ESTEE COS INC | CL A | 518439104 | 29,667 | 186,184 | SH | SOLE | 0 | 0 | 186,184 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 10,547 | 55,643 | SH | SOLE | 0 | 0 | 55,643 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 22,680 | 539,218 | SH | SOLE | 0 | 0 | 539,218 | ||
| MICROSOFT CORP | COM | 594918104 | 12,992 | 82,380 | SH | SOLE | 0 | 0 | 82,380 | ||
| NETFLIX INC | COM | 64110L106 | 57,190 | 152,303 | SH | SOLE | 0 | 0 | 152,303 | ||
| NVIDIA CORP | COM | 67066G104 | 35,319 | 133,987 | SH | SOLE | 0 | 0 | 133,987 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 2,937 | 30,672 | SH | SOLE | 0 | 0 | 30,672 | ||
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 4,622 | 174,100 | SH | SOLE | 0 | 0 | 174,100 | ||
| PINDUODUO INC | SPONSORED ADS | 722304102 | 69,066 | 1,916,911 | SH | SOLE | 0 | 0 | 1,916,911 | ||
| ROKU INC | COM CL A | 77543R102 | 4,287 | 49,000 | SH | SOLE | 0 | 0 | 49,000 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 32,350 | 676,930 | SH | SOLE | 0 | 0 | 676,930 | ||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 1,772 | 14,936 | SH | SOLE | 0 | 0 | 14,936 | ||
| TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | 30,970 | 581,483 | SH | SOLE | 0 | 0 | 581,483 | ||
| TESLA INC | COM | 88160R101 | 42,206 | 80,546 | SH | SOLE | 0 | 0 | 80,546 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADS A | 92763W103 | 10,626 | 682,000 | SH | SOLE | 0 | 0 | 682,000 | ||
| YUM CHINA HLDGS INC | COM | 98850P109 | 11,845 | 277,854 | SH | SOLE | 0 | 0 | 277,854 | ||
| ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 14,612 | 100,000 | SH | SOLE | 0 | 0 | 100,000 | ||
| ZTO EXPRESS CAYMAN INC | SPONSORED ADS A | 98980A105 | 12,434 | 469,547 | SH | SOLE | 0 | 0 | 469,547 | ||