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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | BBG001S5NCQ5 | 20,101,670 | 52,162 | SH | SOLE | 52,162 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | BBG001S5NN36 | 23,185,540 | 236,563 | SH | SOLE | 236,563 | 0 | 0 | ||
| ALTERYX INC | COM CL A | 02156B103 | BBG001T9FXC4 | 441,065 | 7,496 | SH | SOLE | 7,496 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 1,549,350 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | BBG001SNBKD5 | 8,677,900 | 57,500 | SH | SOLE | 57,500 | 0 | 0 | ||
| BLOCK INC | CL A | 852234103 | BBG001TFLWL5 | 6,889,096 | 100,351 | SH | SOLE | 100,351 | 0 | 0 | ||
| DAQO NEW ENERGY CORP | SPNSRD ADS NEW | 23703Q203 | BBG001T6LDF4 | 53,606,179 | 1,144,453 | SH | SOLE | 1,144,453 | 0 | 0 | ||
| DYNATRACE INC | COM NEW | 268150109 | BBG00PNN7CW9 | 1,019,811 | 24,109 | SH | SOLE | 24,109 | 0 | 0 | ||
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | BBG001TWHGX5 | 518,146 | 6,315 | SH | SOLE | 6,315 | 0 | 0 | ||
| HUBSPOT INC | COM | 443573100 | BBG001T53670 | 917,096 | 2,139 | SH | SOLE | 2,139 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | BBG001SQCQC5 | 48,641,926 | 229,508 | SH | SOLE | 229,508 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 53,233,730 | 184,647 | SH | SOLE | 184,647 | 0 | 0 | ||
| MONGODB INC | CL A | 60937P106 | BBG0022FDRZ7 | 1,585,682 | 6,802 | SH | SOLE | 6,802 | 0 | 0 | ||
| NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581206 | BBG001SP9P33 | 38,405,135 | 994,694 | SH | SOLE | 994,694 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 36,448,702 | 131,219 | SH | SOLE | 131,219 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | BBG001YV1SN3 | 26,461,795 | 306,839 | SH | SOLE | 306,839 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | BBG001T9NWN5 | 32,258,210 | 161,501 | SH | SOLE | 161,501 | 0 | 0 | ||
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | BBG00LBLDFH8 | 151,768,198 | 1,999,581 | SH | SOLE | 1,999,581 | 0 | 0 | ||
| PROSHARES TR II | SHT VIX ST TRM | 74347W130 | BBG0024TG6W1 | 6,212,310 | 97,448 | SH | SOLE | 97,448 | 0 | 0 | ||
| SALESFORCE INC | COM | 79466L302 | BBG001SDLP09 | 4,540,200 | 22,726 | SH | SOLE | 22,726 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | BBG004DW5NC7 | 3,122,332 | 65,130 | SH | SOLE | 65,130 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | BBG007DHGNK2 | 3,309,366 | 21,449 | SH | SOLE | 21,449 | 0 | 0 | ||
| TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | BBG001TCN2J9 | 7,259,504 | 1,132,528 | SH | SOLE | 1,132,528 | 0 | 0 | ||
| TERADATA CORP DEL | COM | 88076W103 | BBG001SPRJ28 | 243,251 | 6,039 | SH | SOLE | 6,039 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 13,318,932 | 64,200 | SH | SOLE | 64,200 | 0 | 0 | ||
| TRIP COM GROUP LTD | ADS | 89677Q107 | BBG001S6VL20 | 71,836,916 | 1,907,006 | SH | SOLE | 1,907,006 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | BBG002B04MW4 | 38,759,685 | 1,222,703 | SH | SOLE | 1,222,703 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | BBG001T21KQ7 | 4,073,382 | 19,722 | SH | SOLE | 19,722 | 0 | 0 | ||
| ZSCALER INC | COM | 98980G102 | BBG003338H61 | 2,362,887 | 20,225 | SH | SOLE | 20,225 | 0 | 0 | ||