The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 2,140 22,427 SH   SOLE   22,427 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 1,852 3,163 SH   SOLE   3,163 0 0
ADVANCED MICRO DEVICES INC COM 007903107 3,668 39,052 SH   SOLE   39,052 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 1,857 8,191 SH   SOLE   8,191 0 0
ALPHABET INC CAP STK CL C 02079K107 8,536 3,406 SH   SOLE   3,406 0 0
AMAZON COM INC COM 023135106 13,175 3,830 SH   SOLE   3,830 0 0
APPLE INC COM 037833100 9,186 67,075 SH   SOLE   67,075 0 0
APPLIED MATLS INC COM 038222105 2,680 18,824 SH   SOLE   18,824 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 7,358 10,652 SH   SOLE   10,652 0 0
BAIDU INC SPON ADR REP A 056752108 1,745 8,563 SH   SOLE   8,563 0 0
BILIBILI INC SPONS ADS REP Z 090040106 2,997 24,600 SH   SOLE   24,600 0 0
BOOKING HOLDINGS INC COM 09857L108 218 100 SH   SOLE   100 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 2,189 16,002 SH   SOLE   16,002 0 0
CITIGROUP INC COM NEW 172967424 1,463 20,689 SH   SOLE   20,689 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203 3,235 49,756 SH   SOLE   49,756 0 0
DARDEN RESTAURANTS INC COM 237194105 341 2,340 SH   SOLE   2,340 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506 5,582 103,633 SH   SOLE   103,633 0 0
ENPHASE ENERGY INC COM 29355A107 403 2,200 SH   SOLE   2,200 0 0
EXXON MOBIL CORP COM 30231G102 302 4,800 SH   SOLE   4,800 0 0
FACEBOOK INC CL A 30303M102 4,117 11,842 SH   SOLE   11,842 0 0
FARFETCH LTD ORD SH CL A 30744W107 1,792 35,600 SH   SOLE   35,600 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605 4,163 113,474 SH   SOLE   113,474 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106 9,115 50,900 SH   SOLE   50,900 0 0
GENERAL MTRS CO COM 37045V100 254 4,300 SH   SOLE   4,300 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 3,468 9,140 SH   SOLE   9,140 0 0
HUAZHU GROUP LTD DEBT 3.000% 5/0 G46587AA2 30,422 21,000,000 PRN   SOLE   21,000,000 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 750 8,400 SH   SOLE   8,400 0 0
IQIYI INC SPONSORED ADS 46267X108 2,304 147,908 SH   SOLE   147,908 0 0
JD.COM INC SPON ADR CL A 47215P106 1,892 23,707 SH   SOLE   23,707 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 6,122 109,287 SH   SOLE   109,287 0 0
JPMORGAN CHASE & CO COM 46625H100 8,255 53,076 SH   SOLE   53,076 0 0
KLA CORP COM NEW 482480100 455 1,406 SH   SOLE   1,406 0 0
KRANESHARES TR CSI CHI INTERNET 500767306 662 9,500 SH   SOLE   9,500 0 0
LAM RESEARCH CORP COM 512807108 648 997 SH   SOLE   997 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109 464 5,300 SH   SOLE   5,300 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,102 5,760 SH   SOLE   5,760 0 0
MICRON TECHNOLOGY INC COM 595112103 25,843 304,110 SH   SOLE   304,110 0 0
MICROSOFT CORP COM 594918104 7,944 29,326 SH   SOLE   29,326 0 0
MOMO INC NOTE 1.250% 7/0 60879BAB3 10,705 12,000,000 PRN   SOLE   12,000,000 0 0
NETFLIX INC COM 64110L106 1,663 3,150 SH   SOLE   3,150 0 0
NIO INC DEBT 2/0 G6525FAC6 2,375 2,500,000 PRN   SOLE   2,500,000 0 0
NVIDIA CORPORATION COM 67066G104 7,792 9,740 SH   SOLE   9,740 0 0
PAYPAL HLDGS INC COM 70450Y103 2,924 10,033 SH   SOLE   10,033 0 0
PINDUODUO INC NOTE 12/0 722304AC6 11,835 11,500,000 PRN   SOLE   11,500,000 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 21,265 60,000 SH Put SOLE   60,000 0 0
RMG ACQUISITION CORP II CL A SHS G76083107 424 42,662 SH   SOLE   42,662 0 0
SEA LTD SPONSORD ADS 81141R100 4,530 16,500 SH   SOLE   16,500 0 0
SERVICENOW INC COM 81762P102 2,940 5,350 SH   SOLE   5,350 0 0
SOUTHWEST AIRLS CO COM 844741108 368 6,940 SH   SOLE   6,940 0 0
SPDR GOLD TR GOLD SHS 78463V107 2,121 12,806 SH   SOLE   12,806 0 0
SQUARE INC CL A 852234103 875 3,592 SH   SOLE   3,592 0 0
SQUARE INC NOTE 0.125% 3/0 852234AF0 2,060 1,000,000 PRN   SOLE   1,000,000 0 0
SYNOPSYS INC COM 871607107 2,458 8,916 SH   SOLE   8,916 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 8,656 72,041 SH   SOLE   72,041 0 0
VANECK VECTORS ETF TR SEMICONDUCTOR ET 92189F676 1,625 6,200 SH   SOLE   6,200 0 0
VISA INC COM CL A 92826C839 2,090 8,939 SH   SOLE   8,939 0 0
DISNEY WALT CO COM 254687106 495 2,820 SH   SOLE   2,820 0 0