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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 25,725 | 330,400 | SH | SOLE | 330,400 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 1,721 | 22,505 | SH | SOLE | 22,505 | 0 | 0 | ||
| ALBEMARLE CORP | COM | 012653101 | 2,821 | 13,500 | SH | SOLE | 13,500 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 4,248 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| BLOCK INC | CL A | 852234103 | 922 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266L106 | 286 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| CS DISCO INC | COM | 126327105 | 216 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| DAQO NEW ENERGY CORP | SPNSRD ADS NEW | 23703Q203 | 46,553 | 652,185 | SH | SOLE | 652,185 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 541 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
| ENPHASE ENERGY INC | COM | 29355A107 | 27,802 | 142,400 | SH | SOLE | 142,400 | 0 | 0 | ||
| FERROGLOBE PLC | SHS | G33856108 | 6,830 | 1,149,800 | SH | SOLE | 1,149,800 | 0 | 0 | ||
| FULL TRUCK ALLIANCE CO LTD | SPONSORED ADS | 35969L108 | 6,460 | 713,000 | SH | SOLE | 713,000 | 0 | 0 | ||
| HH&L ACQUISITION CO | SHS CL A | G39714103 | 14,730 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| II-VI INC | COM | 902104108 | 3,276 | 64,300 | SH | SOLE | 64,300 | 0 | 0 | ||
| JINKOSOLAR HLDG CO LTD | SPONSORED ADR | 47759T100 | 12,430 | 179,674 | SH | SOLE | 179,674 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 1,876 | 43,100 | SH | SOLE | 43,100 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 176,255 | 686,270 | SH | SOLE | 686,270 | 0 | 0 | ||
| MONGODB INC | CL A | 60937P106 | 17,977 | 69,276 | SH | SOLE | 69,276 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 972 | 6,415 | SH | SOLE | 6,415 | 0 | 0 | ||
| SCORPIO TANKERS INC | SHS | Y7542C130 | 12,234 | 354,500 | SH | SOLE | 354,500 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | 2,642 | 36,608 | SH | SOLE | 36,608 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 | 22,884 | 326,313 | SH | SOLE | 326,313 | 0 | 0 | ||
| SOCIEDAD QUIMICA Y MINERA DE | SPON ADR SER B | 833635105 | 7,434 | 89,000 | SH | SOLE | 89,000 | 0 | 0 | ||
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 24,987 | 91,300 | SH | SOLE | 91,300 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 265 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 12,984 | 19,280 | SH | SOLE | 19,280 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 1,330 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 558 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||