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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ADVANCED MICRO DEVICES INCCOM00790310735,682435,196SH SOLE 435,19600
ALIBABA GROUP HLDG LTDSPONSORED ADS01609W10229,398100,000SH SOLE 100,00000
AMAZON COM INCCOM02313510653,95717,136SH SOLE 17,13600
APPLE INCCOM03783310066,291572,413SH SOLE 572,41300
ERICSSONADR B SEK 1029482160852,5894,829,078SH SOLE 4,829,07800
FACEBOOK INCCL A30303M10285,740327,376SH SOLE 327,37600
KE HLDGS INCSPONSORED ADS4824971043,87863,270SH SOLE 63,27000
MICROSOFT CORPCOM5949181048,61340,948SH SOLE 40,94800
NETEASE INCSPONSORED ADS64110W1029,09320,000SH SOLE 20,00000
NIO INCSPON ADS62914V10629,5381,391,972SH SOLE 1,391,97200
NOKIA CORPSPONSORED ADR65490220437,3979,564,472SH SOLE 9,564,47200
PINDUODUO INCSPONSORED ADS722304102116,4681,570,702SH SOLE 1,570,70200
ROKU INCCOM CL A77543R10234,989185,325SH SOLE 185,32500
SEA LTDSPONSORD ADS81141R10024,495159,017SH SOLE 159,01700
SHOPIFY INCCL A82509L10788,73286,740SH SOLE 86,74000
SKYWORKS SOLUTIONS INCCOM83088M10220,752142,628SH SOLE 142,62800
SNOWFLAKE INCCL A8334451092,51010,000SH SOLE 10,00000
SQUARE INCCL A85223410365,520403,077SH SOLE 403,07700
TEXAS INSTRS INCCOM8825081046,75447,300SH SOLE 47,30000
THE TRADE DESK INCCOM CL A88339J10527,06252,164SH SOLE 52,16400
UNITED PARCEL SERVICE INCCL B9113121067,85347,127SH SOLE 47,12700
XPENG INCADS98422D10581,4804,059,809SH SOLE 4,059,80900
ZAI LAB LTDADR98887Q1046557,874SH SOLE 7,87400
ZTO EXPRESS CAYMAN INCSPONSORED ADS A98980A10534,1911,142,748SH SOLE 1,142,74800