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
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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
ACTIVISION BLIZZARD INC COM 00507V109   564,894 6,600 SH   SOLE   6,600 0 0
ADVANCED MICRO DEVICES INC COM 007903107   4,658,023 47,526 SH   SOLE   47,526 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   3,989,414 39,043 SH   SOLE   39,043 0 0
ALPHABET INC CAP STK CL C 02079K107   737,152 7,088 SH   SOLE   7,088 0 0
AMAZON COM INC COM 023135106   2,818,785 27,290 SH   SOLE   27,290 0 0
APPLE INC COM 037833100   511,190 3,100 SH   SOLE   3,100 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   2,790,911 4,100 SH   SOLE   4,100 0 0
BAIDU INC SPON ADR REP A 056752108   3,063,676 20,300 SH   SOLE   20,300 0 0
BILIBILI INC SPONS ADS REP Z 090040106   1,997,923 85,018 SH   SOLE   85,018 0 0
BLOCK INC NOTE 5/0 852234AJ2   411,340 500,000 PRN   SOLE   500,000 0 0
BLOCK INC NOTE 0.250%11/0 852234AK9   76,419 100,000 PRN   SOLE   100,000 0 0
BOEING CO COM 097023105   297,402 1,400 SH   SOLE   1,400 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   2,555,955 12,166 SH   SOLE   12,166 0 0
COSTCO WHSL CORP NEW COM 22160K105   248,435 500 SH   SOLE   500 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   2,029,335 24,500 SH   SOLE   24,500 0 0
ENPHASE ENERGY INC COM 29355A107   1,833,642 8,720 SH   SOLE   8,720 0 0
EXXON MOBIL CORP COM 30231G102   328,980 3,000 SH   SOLE   3,000 0 0
FARFETCH LTD ORD SH CL A 30744W107   1,752,197 356,863 SH   SOLE   356,863 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106   1,539,945 29,700 SH   SOLE   29,700 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106   489,800 10,000 SH   SOLE   10,000 0 0
HELLO GROUP INC NOTE 1.250% 7/0 60879BAB3   1,950,650 2,000,000 PRN   SOLE   2,000,000 0 0
INTEL CORP COM 458140100   1,192,455 36,500 SH   SOLE   36,500 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706   824,585 10,622 SH   SOLE   10,622 0 0
ISHARES TR 20 YR TR BD ETF 464287432   478,665 4,500 SH   SOLE   4,500 0 0
JD.COM INC SPON ADR CL A 47215P106   219,450 5,000 SH   SOLE   5,000 0 0
JPMORGAN CHASE & CO COM 46625H100   1,563,720 12,000 SH   SOLE   12,000 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106   209,330 11,000 SH   SOLE   11,000 0 0
KE HLDGS INC SPONSORED ADS 482497104   2,789,017 148,037 SH   SOLE   148,037 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   224,000 3,200 SH   SOLE   3,200 0 0
MAKEMYTRIP LIMITED MAURITIUS NOTE 2/1 56087FAB0   1,914,137 2,000,000 PRN   SOLE   2,000,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   521,857 1,436 SH   SOLE   1,436 0 0
META PLATFORMS INC CL A 30303M102   2,703,295 12,755 SH   SOLE   12,755 0 0
MICRON TECHNOLOGY INC COM 595112103   1,460,228 24,200 SH   SOLE   24,200 0 0
MICROSOFT CORP COM 594918104   3,787,685 13,138 SH   SOLE   13,138 0 0
MINISO GROUP HLDG LTD SPONSORED ADS 66981J102   638,640 36,000 SH   SOLE   36,000 0 0
MORGAN STANLEY COM NEW 617446448   491,680 5,600 SH   SOLE   5,600 0 0
NETEASE INC SPONSORED ADS 64110W102   265,497 3,002 SH   SOLE   3,002 0 0
NVIDIA CORPORATION COM 67066G104   5,590,955 20,128 SH   SOLE   20,128 0 0
PALO ALTO NETWORKS INC COM 697435105   3,174,468 15,893 SH   SOLE   15,893 0 0
PAYPAL HLDGS INC COM 70450Y103   2,908,046 38,294 SH   SOLE   38,294 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   265,650 3,500 SH   SOLE   3,500 0 0
PDD HOLDINGS INC NOTE 12/0 722304AC6   3,802,313 4,000,000 PRN   SOLE   4,000,000 0 0
RLX TECHNOLOGY INC SPONSORED ADS 74969N103   116,000 40,000 SH   SOLE   40,000 0 0
SALESFORCE INC COM 79466L302   2,326,438 11,645 SH   SOLE   11,645 0 0
SEA LTD NOTE 0.250% 9/1 81141RAG5   2,370,160 3,000,000 PRN   SOLE   3,000,000 0 0
SEA LTD SPONSORD ADS 81141R100   4,587,150 53,000 SH   SOLE   53,000 0 0
SERVICENOW INC COM 81762P102   1,882,116 4,050 SH   SOLE   4,050 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104   1,148,931 3,780 SH   SOLE   3,780 0 0
SPDR GOLD TR GOLD SHS 78463V107   2,222,459 12,130 SH   SOLE   12,130 0 0
SYNOPSYS INC COM 871607107   1,197,375 3,100 SH   SOLE   3,100 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,376,696 14,800 SH   SOLE   14,800 0 0
TESLA INC COM 88160R101   904,526 4,360 SH   SOLE   4,360 0 0
TRANSDIGM GROUP INC COM 893641100   372,210 505 SH   SOLE   505 0 0
TRIP COM GROUP LTD ADS 89677Q107   979,420 26,000 SH   SOLE   26,000 0 0
VANECK ETF TRUST SEMICONDUCTR ETF 92189F676   447,423 1,700 SH   SOLE   1,700 0 0
VISA INC COM CL A 92826C839   628,357 2,787 SH   SOLE   2,787 0 0
DISNEY WALT CO COM 254687106   1,312,704 13,110 SH   SOLE   13,110 0 0
XPENG INC ADS 98422D105   2,415,314 217,400 SH   SOLE   217,400 0 0
YUM CHINA HLDGS INC COM 98850P109   279,930 4,416 SH   SOLE   4,416 0 0