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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 17,619 | 230,400 | SH | SOLE | NONE | 230,400 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 3,183 | 28,000 | SH | SOLE | NONE | 28,000 | 0 | 0 | |
| ALPHABET INC | CAP STK CL C | 02079K107 | 8,750 | 80,000 | SH | SOLE | NONE | 80,000 | 0 | 0 | |
| AMAZON COM INC | COM | 023135106 | 1,062 | 10,000 | SH | SOLE | NONE | 10,000 | 0 | 0 | |
| BOOKING HOLDINGS INC | COM | 09857L108 | 3,550 | 2,030 | SH | SOLE | NONE | 2,030 | 0 | 0 | |
| DATADOG INC | CL A COM | 23804L103 | 13,048 | 137,000 | SH | SOLE | NONE | 137,000 | 0 | 0 | |
| DOORDASH INC | CL A | 25809K105 | 1,123 | 17,500 | SH | SOLE | NONE | 17,500 | 0 | 0 | |
| FULL TRUCK ALLIANCE CO LTD | SPONSORED ADS | 35969L108 | 1,631 | 180,000 | SH | SOLE | NONE | 180,000 | 0 | 0 | |
| HUAZHU GROUP LTD | SPONSORED ADS | 44332N106 | 762 | 20,000 | SH | SOLE | NONE | 20,000 | 0 | 0 | |
| HYATT HOTELS CORP | COM CL A | 448579102 | 1,532 | 20,730 | SH | SOLE | NONE | 20,730 | 0 | 0 | |
| JD.COM INC | SPON ADR CL A | 47215P106 | 3,083 | 48,000 | SH | SOLE | NONE | 48,000 | 0 | 0 | |
| LAS VEGAS SANDS CORP | COM | 517834107 | 1,008 | 30,000 | SH | SOLE | NONE | 30,000 | 0 | 0 | |
| LI AUTO INC | SPONSORED ADS | 50202M102 | 651 | 17,000 | SH | SOLE | NONE | 17,000 | 0 | 0 | |
| MARVELL TECHNOLOGY INC | COM | 573874104 | 5,469 | 125,639 | SH | SOLE | NONE | 125,639 | 0 | 0 | |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 1,577 | 5,000 | SH | SOLE | NONE | 5,000 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 159,538 | 621,180 | SH | SOLE | NONE | 621,180 | 0 | 0 | |
| NIO INC | SPON ADS | 62914V106 | 1,036 | 47,700 | SH | SOLE | NONE | 47,700 | 0 | 0 | |
| NVIDIA CORPORATION | COM | 67066G104 | 6,822 | 45,000 | SH | SOLE | NONE | 45,000 | 0 | 0 | |
| PINDUODUO INC | SPONSORED ADS | 722304102 | 120,634 | 1,952,000 | SH | SOLE | NONE | 1,952,000 | 0 | 0 | |
| SNOWFLAKE INC | CL A | 833445109 | 12,915 | 92,875 | SH | SOLE | NONE | 92,875 | 0 | 0 | |
| TESLA INC | COM | 88160R101 | 85,996 | 127,700 | SH | SOLE | NONE | 127,700 | 0 | 0 | |
| T-MOBILE US INC | COM | 872590104 | 5,382 | 40,000 | SH | SOLE | NONE | 40,000 | 0 | 0 | |
| TRIP COM GROUP LTD | ADS | 89677Q107 | 549 | 20,000 | SH | SOLE | NONE | 20,000 | 0 | 0 | |
| VISA INC | COM CL A | 92826C839 | 4,922 | 25,000 | SH | SOLE | NONE | 25,000 | 0 | 0 | |