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
AbbVie Inc COM 00287Y109 4,738 35,300 SH   SOLE   35,300 0 0
Alibaba Group Holding Ltd SPONSORED ADS 01609W102 14,910 186,400 SH   SOLE   186,400 0 0
Amazon.com Inc COM 023135106 6,034 53,400 SH   SOLE   53,400 0 0
American Express Co COM 025816109 5,969 44,248 SH   SOLE   44,248 0 0
Antero Resources Corp COM 03674X106 4,372 143,200 SH   SOLE   143,200 0 0
Citigroup Inc COM NEW 172967424 12,236 293,650 SH   SOLE   293,650 0 0
Deckers Outdoor Corp COM 243537107 1,813 5,800 SH   SOLE   5,800 0 0
Eli Lilly & Co COM 532457108 7,343 22,710 SH   SOLE   22,710 0 0
EQT Corp COM 26884L109 868 21,300 SH   SOLE   21,300 0 0
Full Truck Alliance Co Ltd SPONSORED ADS 35969L108 1,385 211,500 SH   SOLE   211,500 0 0
GDS Holdings Ltd SPONSORED ADS 36165L108 1,904 107,800 SH   SOLE   107,800 0 0
Intuitive Surgical Inc COM NEW 46120E602 4,536 24,200 SH   SOLE   24,200 0 0
JD.com Inc SPON ADR CL A 47215P106 1,816 36,100 SH   SOLE   36,100 0 0
KE Holdings Inc SPONSORED ADS 482497104 1,035 59,100 SH   SOLE   59,100 0 0
Las Vegas Sands Corp COM 517834107 1,932 51,500 SH   SOLE   51,500 0 0
Lululemon Athletica Inc COM 550021109 3,576 12,791 SH   SOLE   12,791 0 0
M&T Bank Corp COM 55261F104 8,247 46,771 SH   SOLE   46,771 0 0
Micron Technology Inc COM 595112103 1,999 39,900 SH   SOLE   39,900 0 0
Netflix Inc COM 64110L106 2,095 8,900 SH   SOLE   8,900 0 0
Pinduoduo Inc SPONSORED ADS 722304102 1,020 16,300 SH   SOLE   16,300 0 0
QUALCOMM Inc COM 747525103 938 8,300 SH   SOLE   8,300 0 0
Sherwin-Williams Co/The COM 824348106 3,399 16,600 SH   SOLE   16,600 0 0
Starbucks Corp COM 855244109 12,302 146,000 SH   SOLE   146,000 0 0
TAL Education Group SPONSORED ADS 874080104 780 157,800 SH   SOLE   157,800 0 0
Tesla Inc COM 88160R101 955 3,600 SH   SOLE   3,600 0 0
Thermo Fisher Scientific Inc COM 883556102 5,467 10,779 SH   SOLE   10,779 0 0
Trip.com Group Ltd ADS 89677Q107 2,474 90,600 SH   SOLE   90,600 0 0
Walt Disney Co/The COM 254687106 3,519 37,300 SH   SOLE   37,300 0 0
ZTO Express Cayman Inc SPONSORED ADS A 98980A105 1,000 41,600 SH   SOLE   41,600 0 0