The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 16,805,580 | 66,000 | SH | SOLE | 66,000 | 0 | 0 | |||
| AMAZON.COM INC | COM | 023135106 | 165,006,855 | 751,500 | SH | SOLE | 751,500 | 0 | 0 | |||
| APPLOVIN CORP-CLASS A | COM CL A | 03831W108 | 70,416,920 | 98,000 | SH | SOLE | 98,000 | 0 | 0 | |||
| BROADCOM INC | COM | 11135F101 | 188,873,475 | 572,500 | SH | SOLE | 572,500 | 0 | 0 | |||
| ALIBABA GROUP HOLDING-SP ADR | SPONSORED ADS | 01609W102 | 202,125,757 | 1,130,900 | SH | SOLE | 1,130,900 | 0 | 0 | |||
| BLOOM ENERGY CORP- A | COM CL A | 093712107 | 289,229,400 | 3,420,000 | SH | SOLE | 3,420,000 | 0 | 0 | |||
| CORE SCIENTIFIC INC | COM | 21874A106 | 6,557,070 | 365,500 | SH | SOLE | 365,500 | 0 | 0 | |||
| SALESFORCE.COM INC | COM | 79466L302 | 7,110,000 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
| COREWEAVE INC-CL A | COM CL A | 21873S108 | 19,022,150 | 139,000 | SH | SOLE | 139,000 | 0 | 0 | |||
| DIDI GLOBAL INC ADR | SPONSORED ADR | 23292E108 | 66,865,000 | 10,750,000 | SH | SOLE | 10,750,000 | 0 | 0 | |||
| FUTU HOLDINGS LTD-ADR | SPON ADS CL A | 36118L106 | 91,615,788 | 526,800 | SH | SOLE | 526,800 | 0 | 0 | |||
| ALPHABET INC-CL C | CAP STK CL C | 02079K107 | 84,974,595 | 348,900 | SH | SOLE | 348,900 | 0 | 0 | |||
| ALPHABET INC-CL A | CAP STK CL A | 02079K305 | 207,121,200 | 852,000 | SH | SOLE | 852,000 | 0 | 0 | |||
| ROBINHOOD MARKETS INC - A | COM CL A | 770700102 | 108,816,800 | 760,000 | SH | SOLE | 760,000 | 0 | 0 | |||
| LAM RESEARCH CORP | COM NEW | 512807306 | 10,042,500 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | |||
| META PLATFORMS INC | CL A | 30303M102 | 149,079,140 | 203,000 | SH | SOLE | 203,000 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 254,158,065 | 490,700 | SH | SOLE | 490,700 | 0 | 0 | |||
| NEBIUS GROUP NV | SHS CLASS A | N97284108 | 8,532,520 | 76,000 | SH | SOLE | 76,000 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 6,234,384 | 5,200 | SH | SOLE | 5,200 | 0 | 0 | |||
| NVIDIA CORP | COM | 67066G104 | 436,664,369 | 2,340,360 | SH | SOLE | 2,340,360 | 0 | 0 | |||
| ORACLE CORP | COM | 68389X105 | 149,215,257 | 530,562 | SH | SOLE | 530,562 | 0 | 0 | |||
| PALO ALTO NETWORKS INC | COM | 697435105 | 6,352,944 | 31,200 | SH | SOLE | 31,200 | 0 | 0 | |||
| PINDUODUO INC-ADR | SPONSORED ADS | 722304102 | 64,763,300 | 490,000 | SH | SOLE | 490,000 | 0 | 0 | |||
| SEA LTD-ADR | SPONSORD ADS | 81141R100 | 111,884,980 | 626,000 | SH | SOLE | 626,000 | 0 | 0 | |||
| SHOPIFY INC - CLASS A | CL A SUB VTG SHS | 82509L107 | 3,120,810 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | |||
| SNAP INC - A | CL A | 83304A106 | 6,900,450 | 895,000 | SH | SOLE | 895,000 | 0 | 0 | |||
| SANDISK CORP | COM | 80004C200 | 18,299,820 | 163,100 | SH | SOLE | 163,100 | 0 | 0 | |||
| SEAGATE TECHNOLOGY HOLDINGS | ORD SHS | G7997R103 | 170,435,320 | 722,000 | SH | SOLE | 722,000 | 0 | 0 | |||
| TRIP.COM GROUP LTD-ADR | ADS | 89677Q107 | 82,720,000 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | |||
| IPATH SERIES B S&P 500 VIX HEDGEFUND | IPATH S&P 500 SH | 06748M196 | 7,073,028 | 213,300 | SH | SOLE | 213,300 | 0 | 0 | |||
| WESTERN DIGITAL CORP | COM | 958102105 | 110,455,200 | 920,000 | SH | SOLE | 920,000 | 0 | 0 | |||
| ZEPP HEALTH CORP-ADR | SPONSORED ADR | 98945L204 | 13,502,674 | 294,947 | SH | SOLE | 294,947 | 0 | 0 | |||