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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Advanced Micro Devices Inc COM 007903107   1,722,882 26,600 SH   SOLE   26,600 0 0
Alibaba Group Holding Ltd SPONSORED ADS 01609W102   9,196,596 104,400 SH   SOLE   104,400 0 0
American Express Co COM 025816109   6,189,543 41,892 SH   SOLE   41,892 0 0
Antero Resources Corp COM 03674X106   1,726,143 55,700 SH   SOLE   55,700 0 0
Baidu Inc SPON ADR REP A 056752108   2,287,600 20,000 SH   SOLE   20,000 0 0
Danaher Corp COM 235851102   8,015,684 30,200 SH   SOLE   30,200 0 0
Deckers Outdoor Corp COM 243537107   1,571,094 3,936 SH   SOLE   3,936 0 0
Eli Lilly & Co COM 532457108   9,187,340 25,113 SH   SOLE   25,113 0 0
EQT Corp COM 26884L109   2,182,035 64,500 SH   SOLE   64,500 0 0
Full Truck Alliance Co Ltd SPONSORED ADS 35969L108   948,000 118,500 SH   SOLE   118,500 0 0
Intuitive Surgical Inc COM NEW 46120E602   2,175,074 8,197 SH   SOLE   8,197 0 0
iQIYI Inc SPONSORED ADS 46267X108   1,988,083 375,110 SH   SOLE   375,110 0 0
iShares Expanded Tech-Software Sector ETF EXPANDED TECH 464287515   959,438 3,750 SH   SOLE   3,750 0 0
JD.com Inc SPON ADR CL A 47215P106   4,462,335 79,500 SH   SOLE   79,500 0 0
Li Auto Inc SPONSORED ADS 50202M102   3,306,840 162,100 SH   SOLE   162,100 0 0
Lululemon Athletica Inc COM 550021109   5,997,193 18,719 SH   SOLE   18,719 0 0
Meta Platforms Inc CL A 30303M102   2,072,857 17,225 SH   SOLE   17,225 0 0
Mobileye Global Inc COMMON CLASS A 60741F104   1,696,904 48,400 SH   SOLE   48,400 0 0
Moderna Inc COM 60770K107   1,077,720 6,000 SH   SOLE   6,000 0 0
NIKE Inc CL B 654106103   3,133,762 26,782 SH   SOLE   26,782 0 0
NVIDIA Corp COM 67066G104   7,046,871 48,220 SH   SOLE   48,220 0 0
Pinduoduo Inc SPONSORED ADS 722304102   4,601,133 56,421 SH   SOLE   56,421 0 0
QUALCOMM Inc COM 747525103   1,970,784 17,926 SH   SOLE   17,926 0 0
Ralph Lauren Corp CL A 751212101   1,257,473 11,900 SH   SOLE   11,900 0 0
Sherwin-Williams Co/The COM 824348106   5,078,862 21,400 SH   SOLE   21,400 0 0
Starbucks Corp COM 855244109   2,013,760 20,300 SH   SOLE   20,300 0 0
Thermo Fisher Scientific Inc COM 883556102   6,588,455 11,964 SH   SOLE   11,964 0 0
Vnet Group Inc SPONSORED ADS A 90138A103   1,149,876 202,800 SH   SOLE   202,800 0 0
Weibo Corp SPONSORED ADR 948596101   1,460,997 76,412 SH   SOLE   76,412 0 0
Wells Fargo & Co COM 949746101   1,069,411 25,900 SH   SOLE   25,900 0 0