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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC | COM | 023135106 | 489 | 150 | SH | SOLE | NONE | 150 | 0 | 0 | |
| ATLASSIAN CORP PLC | CL A | G06242104 | 935 | 4,000 | SH | SOLE | NONE | 4,000 | 0 | 0 | |
| DOCUSIGN INC | COM | 256163106 | 222 | 1,000 | SH | SOLE | NONE | 1,000 | 0 | 0 | |
| FARFETCH LTD | ORD SH CL A | 30744W107 | 33,181 | 520,000 | SH | SOLE | NONE | 520,000 | 0 | 0 | |
| ICLICK INTERACTIVE ASIA GROU | SPONSORED ADR | 45113Y104 | 342 | 40,000 | SH | SOLE | NONE | 40,000 | 0 | 0 | |
| JD COM INC | SPON ADR CL A | 47215P106 | 121,126 | 1,378,000 | SH | SOLE | NONE | 1,378,000 | 0 | 0 | |
| KE HLDGS INC | SPONSORED ADS | 482497104 | 37,847 | 615,000 | SH | SOLE | NONE | 615,000 | 0 | 0 | |
| MICROSOFT CORP | COM | 594918104 | 33,363 | 150,000 | SH | SOLE | NONE | 150,000 | 0 | 0 | |
| MINISO GROUP HLDG LTD | SPONSORED ADS | 66981J102 | 5,278 | 200,000 | SH | SOLE | NONE | 200,000 | 0 | 0 | |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 714 | 2,000 | SH | SOLE | NONE | 2,000 | 0 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 752 | 10,000 | SH | SOLE | NONE | 10,000 | 0 | 0 | |
| NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581107 | 148,183 | 797,500 | SH | SOLE | NONE | 797,500 | 0 | 0 | |
| NIO INC | SPON ADS | 62914V106 | 79,273 | 1,626,442 | SH | SOLE | NONE | 1,626,442 | 0 | 0 | |
| NVIDIA CORPORATION | COM | 67066G104 | 68,252 | 130,700 | SH | SOLE | NONE | 130,700 | 0 | 0 | |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 106,950 | 672,600 | SH | SOLE | NONE | 672,600 | 0 | 0 | |
| OKTA INC | CL A | 679295105 | 305 | 1,200 | SH | SOLE | NONE | 1,200 | 0 | 0 | |
| PINDUODUO INC | SPONSORED ADS | 722304102 | 105,512 | 593,863 | SH | SOLE | NONE | 593,863 | 0 | 0 | |
| QUALCOMM INC | COM | 747525103 | 1,219 | 8,000 | SH | SOLE | NONE | 8,000 | 0 | 0 | |
| SEA LTD | SPONSORED ADS | 81141R100 | 20,502 | 103,000 | SH | SOLE | NONE | 103,000 | 0 | 0 | |
| SPLUNK INC | COM | 848637104 | 255 | 1,500 | SH | SOLE | NONE | 1,500 | 0 | 0 | |
| SQUARE INC | CL A | 852234103 | 544 | 2,500 | SH | SOLE | NONE | 2,500 | 0 | 0 | |
| STMICROELECTRONICS N V | NY REGISTRY | 861012102 | 371 | 10,000 | SH | SOLE | NONE | 10,000 | 0 | 0 | |
| TESLA INC | COM | 88160R101 | 230,190 | 326,200 | SH | SOLE | NONE | 326,200 | 0 | 0 | |