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
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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
AFFIRM HLDGS INC COM CL A 00827B106   1,901,718 38,700 SH   SOLE   38,700 0 0
ADVANCED MICRO DEVICES INC COM 007903107   4,314,691 29,270 SH   SOLE   29,270 0 0
AMAZON COM INC COM 023135106   3,756,717 24,725 SH   SOLE   24,725 0 0
ARK ETF TR INNOVATION ETF 00214Q104   2,539,945 48,500 SH Put SOLE   48,500 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   7,301,442 94,200 SH   SOLE   94,200 0 0
BILL HOLDINGS INC COM 090043100   686,988 8,420 SH   SOLE   8,420 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106   34,056,712 2,050,374 SH   SOLE   2,050,374 0 0
CANAAN INC SPONSORED ADS 134748102   1,655,346 716,600 SH   SOLE   716,600 0 0
CONFLUENT INC CLASS A COM 20717M103   1,440,902 61,577 SH   SOLE   61,577 0 0
CIPHER MINING INC COM 17253J106   1,309,627 317,101 SH   SOLE   317,101 0 0
CELESTICA INC SUB VTG SHS 15101Q108   4,711,152 160,900 SH   SOLE   160,900 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   33,339,594 191,695 SH   SOLE   191,695 0 0
SALESFORCE INC COM 79466L302   3,668,172 13,940 SH   SOLE   13,940 0 0
DATADOG INC CL A COM 23804L103   792,976 6,533 SH   SOLE   6,533 0 0
DYNATRACE INC COM NEW 268150109   2,454,761 44,885 SH   SOLE   44,885 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   7,538,240 102,869 SH   SOLE   102,869 0 0
SMART SH GLOBAL LTD ADS 83193E102   563,630 1,125,009 SH   SOLE   1,125,009 0 0
ELASTIC N V ORD SHS N14506104   4,631,970 41,100 SH   SOLE   41,100 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   630,735 10,500 SH   SOLE   10,500 0 0
JFROG LTD ORD SHS M6191J100   2,189,083 63,250 SH   SOLE   63,250 0 0
FRESHWORKS INC CLASS A COM 358054104   481,545 20,500 SH   SOLE   20,500 0 0
ALPHABET INC CAP STK CL A 02079K305   5,658,283 40,506 SH   SOLE   40,506 0 0
GLOBAL PMTS INC COM 37940X102   1,915,160 15,080 SH   SOLE   15,080 0 0
GITLAB INC CLASS A COM 37637K108   1,347,218 21,398 SH   SOLE   21,398 0 0
HASHICORP INC COM CL A 418100103   933,780 39,500 SH   SOLE   39,500 0 0
HESAI GROUP SPONSORED ADS 428050108   1,522,719 170,900 SH   SOLE   170,900 0 0
KULICKE & SOFFA INDS INC COM 501242101   6,809,357 124,440 SH   SOLE   124,440 0 0
MARATHON DIGITAL HOLDINGS IN COM 565788106   11,531,264 490,901 SH   SOLE   490,901 0 0
MONGODB INC CL A 60937P106   1,496,800 3,661 SH   SOLE   3,661 0 0
META PLATFORMS INC CL A 30303M102   10,205,375 28,832 SH   SOLE   28,832 0 0
MONDAY COM LTD SHS M7S64H106   2,769,258 14,745 SH   SOLE   14,745 0 0
MICROSOFT CORP COM 594918104   23,335,162 62,055 SH   SOLE   62,055 0 0
CLOUDFLARE INC CL A COM 18915M107   831,518 9,987 SH   SOLE   9,987 0 0
SUNNOVA ENERGY INTL INC. COM 86745K104   640,500 42,000 SH   SOLE   42,000 0 0
SERVICENOW INC COM 81762P102   2,435,978 3,448 SH   SOLE   3,448 0 0
ORACLE CORP COM 68389X105   2,688,465 25,500 SH Call SOLE   25,500 0 0
PAYLOCITY HLDG CORP COM 70438V106   1,896,599 11,505 SH   SOLE   11,505 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   42,810,306 292,600 SH   SOLE   292,600 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   3,808,536 9,300 SH Put SOLE   9,300 0 0
RIOT PLATFORMS INC COM 767292105   6,437,067 416,100 SH   SOLE   416,100 0 0
SUNRUN INC COM 86771W105   647,790 33,000 SH   SOLE   33,000 0 0
SILICON LABORATORIES INC COM 826919102   7,036,764 53,200 SH   SOLE   53,200 0 0
SMARTSHEET INC COM CL A 83200N103   2,753,093 57,572 SH   SOLE   57,572 0 0
SNOWFLAKE INC CL A 833445109   5,810,004 29,196 SH   SOLE   29,196 0 0
SOFI TECHNOLOGIES INC COM 83406F102   621,875 62,500 SH   SOLE   62,500 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   16,413,236 192,260 SH   SOLE   192,260 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104   5,948,730 471,000 SH   SOLE   471,000 0 0
ATLASSIAN CORPORATION CL A 049468101   1,051,341 4,420 SH   SOLE   4,420 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109   4,640,150 515,000 SH   SOLE   515,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   33,060,352 317,888 SH   SOLE   317,888 0 0
TWILIO INC CL A 90138F102   2,049,249 27,010 SH   SOLE   27,010 0 0
UNITY SOFTWARE INC COM 91332U101   4,182,843 102,295 SH   SOLE   102,295 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   1,593,539 33,178 SH   SOLE   33,178 0 0
WIX COM LTD SHS M98068105   670,459 5,450 SH   SOLE   5,450 0 0
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108   11,345,166 1,618,426 SH   SOLE   1,618,426 0 0