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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 37,616,000 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | |||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 31,896,000 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | |||
| SEA LTD | SPONSORED ADS | 81141R100 | 48,876,100 | 910,000 | SH | SOLE | 910,000 | 0 | 0 | |||
| ARISTA NETWORKS INC | COM | 040413106 | 44,076,960 | 152,000 | SH | SOLE | 152,000 | 0 | 0 | |||
| BROADCOM INC | COM | 11135F101 | 46,389,350 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | |||
| COUPANG INC | CL A | 22266T109 | 53,014,200 | 2,980,000 | SH | SOLE | 2,980,000 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 69,574,120 | 77,000 | SH | SOLE | 77,000 | 0 | 0 | |||