The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| APPLE INC | COM | 037833100 | 3,430 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||
| ADOBE INC | COM | 00724F101 | 5,046 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| AMAZON.COM INC | COM | 023135106 | 196,632 | 1,090,100 | SH | SOLE | 1,090,100 | 0 | 0 | |||
| BROADCOM INC | COM | 11135F101 | 2,651 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | |||
| SALESFORCE.COM INC | COM | 79466L302 | 103,606 | 344,000 | SH | SOLE | 344,000 | 0 | 0 | |||
| DELL TECHNOLOGIES -C | CL C | 24703L202 | 3,423 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
| NEW ORIENTAL EDUCATIO-SP ADR | SPON ADR | 647581206 | 56,607 | 652,000 | SH | SOLE | 652,000 | 0 | 0 | |||
| LI AUTO INC - ADR | SPONSORED ADS | 50202M102 | 606 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 443,820 | 914,000 | SH | SOLE | 914,000 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 496,799 | 1,180,830 | SH | SOLE | 1,180,830 | 0 | 0 | |||
| MICRON TECHNOLOGY INC | COM | 595112103 | 120,248 | 1,020,000 | SH | SOLE | 1,020,000 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 6,073 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| SERVICENOW INC | COM | 81762P102 | 5,337 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | |||
| NVIDIA CORP | COM | 67066G104 | 400,973 | 443,770 | SH | SOLE | 443,770 | 0 | 0 | |||
| PINDUODUO INC-ADR | SPONSORED ADS | 722304102 | 183,291 | 1,576,700 | SH | SOLE | 1,576,700 | 0 | 0 | |||
| PVH CORP | COM | 693656100 | 2,812 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||
| QUALCOMM INC | COM | 747525103 | 142,212 | 840,000 | SH | SOLE | 840,000 | 0 | 0 | |||
| SENTINELONE INC -CLASS A | CL A | 81730H109 | 31,282 | 1,342,000 | SH | SOLE | 1,342,000 | 0 | 0 | |||
| SNOWFLAKE INC-CLASS A | CL A | 833445109 | 2,456 | 15,200 | SH | SOLE | 15,200 | 0 | 0 | |||
| SYNOPSYS INC | COM | 871607107 | 5,715 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| BLOCK INC | CL A | 852234103 | 166,623 | 1,970,000 | SH | SOLE | 1,970,000 | 0 | 0 | |||
| TRIP.COM GROUP LTD-ADR | ADS | 89677Q107 | 33,269 | 758,000 | SH | SOLE | 758,000 | 0 | 0 | |||
| TESLA MOTORS INC | COM | 88160R101 | 791 | 4,500 | SH | SOLE | 4,500 | 0 | 0 | |||
| TAIWAN SEMICONDUCTOR-SP ADR | SPONSORED ADS | 874039100 | 91,970 | 676,000 | SH | SOLE | 676,000 | 0 | 0 | |||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 149,361 | 1,940,000 | SH | SOLE | 1,940,000 | 0 | 0 | |||
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | 189,523 | 2,320,600 | SH | SOLE | 2,320,600 | 0 | 0 | |||
| ZSCALER INC | COM | 98980G102 | 1,734 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | |||