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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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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
ALIBABA GROUP HOLDING LTD SPONSORED ADS 01609W102   11,130,436 143,600 SH   SOLE 0 143,600 0 0
ATOUR LIFESTYLE HOLDINGS LTD SPONSORED ADS 04965M106   2,979,983 171,658 SH   SOLE 0 171,658 0 0
DIREXION SHS ETF TR DLY SEMICNDTR BR 25460G336   1,205,904 207,200 SH   SOLE 0 207,200 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106   1,989,680 59,500 SH   SOLE 0 59,500 0 0
KE HOLDINGS INC SPONSORED ADS 482497104   11,133,190 686,810 SH   SOLE 0 686,810 0 0
LUFAX HOLDING LTD SPONSORED ADR 54975P201   1,026,455 334,350 SH   SOLE 0 334,350 0 0
MICRON TECHNOLOGY INC COM 595112103   3,003,968 35,200 SH   SOLE 0 35,200 0 0
NETEASE INC SPONSORED ADS 64110W102   7,322,376 78,600 SH   SOLE 0 78,600 0 0
NIO INC SPON ADS 62914V106   1,096,563 120,900 SH   SOLE 0 120,900 0 0
NVIDIA CORP COM 67066G104   5,701,963 11,514 SH   SOLE 0 11,514 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   22,054,038 150,735 SH   SOLE 0 150,735 0 0
QIFU TECHNOLOGY INC AMERICAN DEP 88557W101   3,372,824 213,200 SH   SOLE 0 213,200 0 0
SHARKNINJA INC COM SHS G8068L108   956,879 18,700 SH   SOLE 0 18,700 0 0
SUPER MICRO COMPUTER INC COM 86800U104   2,546,970 8,960 SH   SOLE 0 8,960 0 0
VALENS SEMICONDUCTOR LTD ORDINARY SHARES M9607U115   2,044,216 834,374 SH   SOLE 0 834,374 0 0
VNET GROUP INC SPONSORED ADS A 90138A103   893,242 311,234 SH   SOLE 0 311,234 0 0