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
ADVANCED MICRO DEVICES INC COM 007903107 24,858 1,658,300 SH   SOLE   1,658,300 0 0
BANK AMER CORP COM 060505104 32,917 1,167,700 SH   SOLE   1,167,700 0 0
GRAFTECH INTL LTD COM 384313508 9,801 544,800 SH   SOLE   544,800 0 0
LAM RESEARCH CORP COM 512807108 21,312 123,300 SH   SOLE   123,300 0 0
MICRON TECHNOLOGY INC COM 595112103 32,285 615,652 SH   SOLE   615,652 0 0
NETAPP INC COM 64110D104 22,507 286,600 SH   SOLE   286,600 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 21,024 222,100 SH   SOLE   222,100 0 0
SHOPIFY INC CL A 82509L107 21,228 145,505 SH   SOLE   145,505 0 0
SONY CORP SPONSORED ADR 835699307 2,384 46,500 SH   SOLE   46,500 0 0
STARS GROUP INC COM 85570W100 2,178 60,000 SH   SOLE   60,000 0 0
WESTLAKE CHEM CORP COM 960413102 20,342 189,000 SH   SOLE   189,000 0 0
XPO LOGISTICS INC COM 983793100 22,410 223,700 SH   SOLE   223,700 0 0