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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED MICRO DEVICES INC COM 007903107 18,278 199,306 SH   SOLE   199,306 0 0
AMAZON COM INC COM 023135106 14,656 4,500 SH   SOLE   4,500 0 0
APPLE INC COM 037833100 18,261 137,625 SH   SOLE   137,625 0 0
CREE INC COM 225447101 12,857 121,407 SH   SOLE   121,407 0 0
ERICSSON ADR B SEK 10 294821608 6,121 512,178 SH   SOLE   512,178 0 0
JD.COM INC SPON ADR CL A 47215P106 178,848 2,034,674 SH   SOLE   2,034,674 0 0
KE HLDGS INC SPONSORED ADS 482497104 9,397 152,700 SH   SOLE   152,700 0 0
MICRON TECHNOLOGY INC COM 595112103 902 12,000 SH   SOLE   12,000 0 0
MINISO GROUP HLDG LTD SPONSORED ADS 66981J102 36,912 1,398,702 SH   SOLE   1,398,702 0 0
PINDUODUO INC SPONSORED ADS 722304102 203,381 1,144,713 SH   SOLE   1,144,713 0 0
SEA LTD SPONSORD ADS 81141R100 26,115 131,200 SH   SOLE   131,200 0 0
SHOPIFY INC CL A 82509L107 8,508 7,516 SH   SOLE   7,516 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 8,178 75,000 SH   SOLE   75,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 5,764 113,013 SH   SOLE   113,013 0 0
WORKDAY INC CL A 98138H101 8,448 35,257 SH   SOLE   35,257 0 0
ZAI LAB LTD ADR 98887Q104 2,923 21,600 SH   SOLE   21,600 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105 45,830 1,571,677 SH   SOLE   1,571,677 0 0