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   7,182,595 63,055 SH   SOLE   63,055 0 0
AMAZON COM INC COM 023135106   301,132 2,310 SH   SOLE   2,310 0 0
AGORA INC ADS 00851L103   1,005,106 321,120 SH   SOLE   321,120 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   13,552,710 162,600 SH   SOLE   162,600 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106   46,035,994 3,058,870 SH   SOLE   3,058,870 0 0
CONFLUENT INC CLASS A COM 20717M103   389,293 11,025 SH   SOLE   11,025 0 0
DATADOG INC CL A COM 23804L103   447,629 4,550 SH   SOLE   4,550 0 0
SMART SH GLOBAL LTD ADS 83193E102   1,543,620 1,583,200 SH   SOLE   1,583,200 0 0
JFROG LTD ORD SHS M6191J100   259,549 9,370 SH   SOLE   9,370 0 0
GITLAB INC CLASS A COM 37637K108   267,305 5,230 SH   SOLE   5,230 0 0
HESAI GROUP SPONSORED ADS 428050108   1,799,577 170,900 SH   SOLE   170,900 0 0
KRANESHARES TR CSI CHI INTERNET 500767306   10,125,680 376,000 SH Call SOLE   376,000 0 0
KRANESHARES TR CSI CHI INTERNET 500767306   1,438,062 53,400 SH   SOLE   53,400 0 0
MONGODB INC CL A 60937P106   902,945 2,197 SH   SOLE   2,197 0 0
MONOLITHIC PWR SYS INC COM 609839105   12,044,428 22,295 SH   SOLE   22,295 0 0
MARVELL TECHNOLOGY INC COM 573874104   5,270,504 88,165 SH   SOLE   88,165 0 0
MICROSOFT CORP COM 594918104   32,274,679 94,775 SH   SOLE   94,775 0 0
MICRON TECHNOLOGY INC COM 595112103   2,804,356 44,436 SH   SOLE   44,436 0 0
NEW RELIC INC COM 64829B100   214,643 3,280 SH   SOLE   3,280 0 0
SERVICENOW INC COM 81762P102   274,803 489 SH   SOLE   489 0 0
NVIDIA CORPORATION COM 67066G104   13,113,620 31,000 SH Call SOLE   31,000 0 0
NVIDIA CORPORATION COM 67066G104   68,166,289 161,142 SH   SOLE   161,142 0 0
ORACLE CORP COM 68389X105   297,725 2,500 SH   SOLE   2,500 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   1,355,144 19,600 SH   SOLE   19,600 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   16,217,538 43,900 SH Put SOLE   43,900 0 0
VICARIOUS SURGICAL INC COM CL A 92561V109   2,387,418 1,304,600 SH   SOLE   1,304,600 0 0
SES AI CORPORATION CL A COM 78397Q109   1,220,000 500,000 SH   SOLE   500,000 0 0
SHOPIFY INC CL A 82509L107   284,563 4,405 SH   SOLE   4,405 0 0
SNOWFLAKE INC CL A 833445109   538,499 3,060 SH   SOLE   3,060 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G79483106   4,602,509 74,390 SH   SOLE   74,390 0 0
TERADYNE INC COM 880770102   8,050,829 72,315 SH   SOLE   72,315 0 0
VNET GROUP INC SPONSORED ADS A 90138A103   472,700 163,000 SH   SOLE   163,000 0 0
XPENG INC ADS 98422D105   2,686,375 200,177 SH   SOLE   200,177 0 0
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108   14,733,314 2,368,700 SH   SOLE   2,368,700 0 0