The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 |
| AIRBNB INC | COM CL A | 009066101 | BBG001Y2XS16 | 824,800 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 24,960,263 | 138,376 | SH | SOLE | 138,376 | 0 | 0 | ||
| AMPHENOL CORP NEW | CL A | 032095101 | BBG001S5NSK6 | 22,031,850 | 191,000 | SH | SOLE | 191,000 | 0 | 0 | ||
| ANSYS INC | COM | 03662Q105 | BBG001S926L8 | 91,528,040 | 263,648 | SH | SOLE | 263,648 | 0 | 0 | ||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | BBG001SCG0R3 | 46,763,067 | 48,186 | SH | SOLE | 48,186 | 0 | 0 | ||
| CYBERARK SOFTWARE LTD | SHS | M2682V108 | BBG006Q52QW1 | 1,460,965 | 5,500 | SH | SOLE | 5,500 | 0 | 0 | ||
| DAQO NEW ENERGY CORP | SPNSRD ADS NEW | 23703Q203 | BBG001T6LDF4 | 24,813,324 | 881,468 | SH | SOLE | 881,468 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | BBG003NJHZW5 | 9,517,200 | 77,000 | SH | SOLE | 77,000 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | BBG001S5QHF3 | 4,282,600 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| DOCUSIGN INC | COM | 256163106 | BBG001T535D5 | 768,195 | 12,900 | SH | SOLE | 12,900 | 0 | 0 | ||
| GAOTU TECHEDU INC | SPONSORED ADS | 36257Y109 | BBG00P3BYJZ9 | 10,772,130 | 1,644,600 | SH | SOLE | 1,644,600 | 0 | 0 | ||
| HUBSPOT INC | COM | 443573100 | BBG001T53670 | 1,253,120 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | BBG001SQ4YC7 | 7,145,307 | 63,963 | SH | SOLE | 63,963 | 0 | 0 | ||
| KLA CORP | COM NEW | 482480100 | BBG001S5SLM4 | 89,277,246 | 127,800 | SH | SOLE | 127,800 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | BBG001S5SW40 | 53,078,812 | 54,632 | SH | SOLE | 54,632 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | BBG001STBM75 | 8,203,650 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | BBG001S6P675 | 96,461,370 | 818,232 | SH | SOLE | 818,232 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 69,019,537 | 164,051 | SH | SOLE | 164,051 | 0 | 0 | ||
| MONDAY COM LTD | SHS | M7S64H106 | BBG00GF8K4X3 | 790,545 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | ||
| MONGODB INC | CL A | 60937P106 | BBG0022FDRZ7 | 4,303,680 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| NETEASE INC | SPONSORED ADS | 64110W102 | BBG001SCVWD1 | 86,195,477 | 833,048 | SH | SOLE | 833,048 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | BBG001SF6L46 | 5,465,970 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
| NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581206 | BBG001SP9P33 | 115,885,686 | 1,334,781 | SH | SOLE | 1,334,781 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 84,218,117 | 93,207 | SH | SOLE | 93,207 | 0 | 0 | ||
| ON HLDG AG | NAMEN AKT A | H5919C104 | BBG00LQK89G5 | 4,599,400 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | BBG001S5SJG6 | 15,952,470 | 127,000 | SH | SOLE | 127,000 | 0 | 0 | ||
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | BBG00LBLDFH8 | 417,372,375 | 3,590,300 | SH | SOLE | 3,590,300 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | BBG001S6VS70 | 106,749,914 | 630,537 | SH | SOLE | 630,537 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | BBG004DW5NC7 | 10,221,244 | 132,451 | SH | SOLE | 132,451 | 0 | 0 | ||
| SNAP INC | CL A | 83304A106 | BBG00441QMK5 | 6,888,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | BBG007DHGNK2 | 26,865,192 | 166,245 | SH | SOLE | 166,245 | 0 | 0 | ||
| SYNOPSYS INC | COM | 871607107 | BBG001S5VTR8 | 19,297,841 | 33,767 | SH | SOLE | 33,767 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | BBG001S5WWW4 | 14,503,066 | 106,601 | SH | SOLE | 106,601 | 0 | 0 | ||
| TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | BBG001TCN2J9 | 45,121,221 | 3,975,438 | SH | SOLE | 3,975,438 | 0 | 0 | ||
| UNITY SOFTWARE INC | COM | 91332U101 | BBG0056JW5H5 | 3,770,761 | 141,227 | SH | SOLE | 141,227 | 0 | 0 | ||
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | BBG00L2B8LM7 | 103,273,512 | 1,264,522 | SH | SOLE | 1,264,522 | 0 | 0 | ||
| WIX COM LTD | SHS | M98068105 | BBG004336Q89 | 1,374,800 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||