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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
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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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   2,532,600 35,000 SH   SOLE   35,000 0 0
AMER SPORTS INC COM SHS G0260P102   11,296,585 693,042 SH   SOLE   693,042 0 0
AMPHENOL CORP NEW CL A 032095101   14,707,125 127,500 SH   SOLE   127,500 0 0
ARISTA NETWORKS INC COM 040413106   2,899,800 10,000 SH   SOLE   10,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   42,614,308 43,911 SH   SOLE   43,911 0 0
BILIBILI INC NOTE 0.500%12/0 090040AF3   1,190,715 1,246,000 PRN   SOLE   1,246,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109   1,848,500 10,000 SH   SOLE   10,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202   912,880 8,000 SH   SOLE   8,000 0 0
DIREXION SHS ETF TR DLY SCOND 3XBU 25459W458   14,237,156 305,978 SH   SOLE   305,978 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   28,971,535 637,999 SH   SOLE   637,999 0 0
EATON CORP PLC SHS G29183103   41,023,616 131,200 SH   SOLE   131,200 0 0
GRANITESHARES ETF TR 2X LONG NVDA DAI 38747R827   4,150,000 100,000 SH   SOLE   100,000 0 0
META PLATFORMS INC CL A 30303M102   30,807,623 63,445 SH   SOLE   63,445 0 0
MICRON TECHNOLOGY INC COM 595112103   51,895,060 440,199 SH   SOLE   440,199 0 0
MICROSOFT CORP COM 594918104   87,184,964 207,228 SH   SOLE   207,228 0 0
MINISO GROUP HLDG LTD SPONSORED ADS 66981J102   1,148,000 56,000 SH   SOLE   56,000 0 0
NETEASE INC SPONSORED ADS 64110W102   49,755,515 480,869 SH   SOLE   480,869 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   123,810,529 1,426,060 SH   SOLE   1,426,060 0 0
NVIDIA CORPORATION COM 67066G104   104,718,086 115,895 SH   SOLE   115,895 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   460,200 20,000 SH   SOLE   20,000 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   117,555,023 1,011,226 SH   SOLE   1,011,226 0 0
SEA LTD NOTE 0.250% 9/1 81141RAG5   7,944,660 9,258,000 PRN   SOLE   9,258,000 0 0
SNOWFLAKE INC CL A 833445109   51,333,533 317,658 SH   SOLE   317,658 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   98,331,770 722,762 SH   SOLE   722,762 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104   36,552,936 3,220,523 SH   SOLE   3,220,523 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109   15,707,403 1,403,700 SH   SOLE   1,403,700 0 0
TRIP COM GROUP LTD ADS 89677Q107   6,677,776 152,148 SH   SOLE   152,148 0 0
UNITY SOFTWARE INC COM 91332U101   534,000 20,000 SH   SOLE   20,000 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   40,804,537 499,627 SH   SOLE   499,627 0 0
VISTRA CORP COM 92840M102   1,393,000 20,000 SH   SOLE   20,000 0 0