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
ACACIA COMMUNICATIONS INC COM 00401C108 17,365 258,487 SH   SOLE   258,487 0 0
ADVANCED MICRO DEVICES INC COM 007903107 50,715 1,115,106 SH   SOLE   1,115,106 0 0
AMAZON COM INC COM 023135106 189,698 97,295 SH   SOLE   97,295 0 0
DOCUSIGN INC COM 256163106 6,160 66,670 SH   SOLE   66,670 0 0
INTEL CORP COM 458140100 52,388 968,000 SH   SOLE   968,000 0 0
JD COM INC SPON ADR CL A 47215P106 54,976 1,357,439 SH   SOLE   1,357,439 0 0
MICROSOFT CORP COM 594918104 100,487 637,164 SH   SOLE   637,164 0 0
NETFLIX INC COM 64110L106 68,029 181,168 SH   SOLE   181,168 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 67,222 621,043 SH   SOLE   621,043 0 0
PINDUODUO INC SPONSORED ADS 722304102 9,835 272,957 SH   SOLE   272,957 0 0
SEA LTD SPONSORED ADS 81141R100 5,472 123,500 SH   SOLE   123,500 0 0
SEAGATE TECHNOLOGY PLC SHS G7945M107 5,588 114,500 SH   SOLE   114,500 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 55,299 1,157,115 SH   SOLE   1,157,115 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 166,255 3,121,577 SH   SOLE   3,121,577 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105 72,359 2,732,608 SH   SOLE   2,732,608 0 0