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 |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 90,762 | 178,000 | SH | SOLE | 178,000 | 0 | 0 | |||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 3,085 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
| ALPHABET INC | CAP STK CL C | 02079K107 | 9,230 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 1,907 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | |||
| DATADOG INC | CL A COM | 23804L103 | 34,068 | 374,000 | SH | SOLE | 374,000 | 0 | 0 | |||
| FACEBOOK INC | CL A | 30303M102 | 269,889 | 899,000 | SH | SOLE | 899,000 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 286,859 | 908,500 | SH | SOLE | 908,500 | 0 | 0 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 183,505 | 421,860 | SH | SOLE | 421,860 | 0 | 0 | |||
| ORACLE CORP | COM | 68389X105 | 5,296 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| PINDUODUO INC | SPONSORED ADS | 722304102 | 124,539 | 1,269,900 | SH | SOLE | 1,269,900 | 0 | 0 | |||
| SERVICENOW INC | COM | 81762P102 | 49,747 | 89,000 | SH | SOLE | 89,000 | 0 | 0 | |||
| SUPER MICRO COMPUTER INC | COM | 86800U104 | 4,388 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | |||
| TESLA INC | COM | 88160R101 | 36,782 | 147,000 | SH | SOLE | 147,000 | 0 | 0 | |||
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | 25,099 | 674,700 | SH | SOLE | 674,700 | 0 | 0 | |||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 1,735 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 2,165 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | |||
| LUCKIN COFFEE INC ADR | SPONSORED ADR | 54951L109 | 68,449 | 1,955,100 | SH | SOLE | 1,955,100 | 0 | 0 | |||
| APPLE INC | COM | 037833100 | 3,424 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 57,947 | 1,260,000 | SH | SOLE | 1,260,000 | 0 | 0 | |||
| ALPHABET INC | CAP STK CL A | 02079K305 | 96,836 | 740,000 | SH | SOLE | 740,000 | 0 | 0 | |||