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 |
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | BBG001S5NCQ5 | 29,830,019 | 88,640 | SH | SOLE | 88,640 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | BBG001S5NN36 | 8,173,521 | 126,193 | SH | SOLE | 126,193 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | BBG006G2JWB1 | 80,066,499 | 908,917 | SH | SOLE | 908,917 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 27,548,304 | 327,956 | SH | SOLE | 327,956 | 0 | 0 | ||
| BILL COM HLDGS INC | COM | 090043100 | BBG00QVJV7L3 | 762,720 | 7,000 | SH | SOLE | 7,000 | 0 | 0 | ||
| BLOCK INC | CL A | 852234103 | BBG001TFLWL5 | 42,382,438 | 674,450 | SH | SOLE | 674,450 | 0 | 0 | ||
| COHERENT CORP | COM | 19247G107 | BBG001S5S6N6 | 24,798,606 | 706,513 | SH | SOLE | 706,513 | 0 | 0 | ||
| DAQO NEW ENERGY CORP | SPNSRD ADS NEW | 23703Q203 | BBG001T6LDF4 | 71,159,890 | 1,843,043 | SH | SOLE | 1,843,043 | 0 | 0 | ||
| DIREXION SHS ETF TR | DLY SEMICNDTR BR | 25460G336 | BBG001T6Y3V4 | 1,404,225 | 35,541 | SH | SOLE | 35,541 | 0 | 0 | ||
| ENPHASE ENERGY INC | COM | 29355A107 | BBG001V28NC6 | 25,317,723 | 95,553 | SH | SOLE | 95,553 | 0 | 0 | ||
| FULL TRUCK ALLIANCE CO LTD | SPONSORED ADS | 35969L108 | BBG01186DMM7 | 3,498,336 | 437,292 | SH | SOLE | 437,292 | 0 | 0 | ||
| HH&L ACQUISITION CO | SHS CL A | G39714103 | BBG00YZFLB78 | 15,165,000 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| INMODE LTD | SHS | M5425M103 | BBG00PPS74F3 | 14,302,063 | 400,618 | SH | SOLE | 400,618 | 0 | 0 | ||
| JINKOSOLAR HLDG CO LTD | SPONSORED ADR | 47759T100 | BBG001SF91V7 | 7,345,073 | 179,674 | SH | SOLE | 179,674 | 0 | 0 | ||
| LOCKHEED MARTIN CORP | COM | 539830109 | BBG001S7PS57 | 30,225,137 | 62,129 | SH | SOLE | 62,129 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 14,570,264 | 60,755 | SH | SOLE | 60,755 | 0 | 0 | ||
| NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581206 | BBG001SP9P33 | 18,927,595 | 543,584 | SH | SOLE | 543,584 | 0 | 0 | ||
| NORTHROP GRUMMAN CORP | COM | 666807102 | BBG001S5TP26 | 24,743,959 | 45,351 | SH | SOLE | 45,351 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | BBG001YV1SN3 | 48,910,409 | 715,797 | SH | SOLE | 715,797 | 0 | 0 | ||
| PINDUODUO INC | SPONSORED ADS | 722304102 | BBG00LBLDFH8 | 216,852,378 | 2,659,134 | SH | SOLE | 2,659,134 | 0 | 0 | ||
| SALESFORCE INC | COM | 79466L302 | BBG001SDLP09 | 2,040,560 | 15,390 | SH | SOLE | 15,390 | 0 | 0 | ||
| SCORPIO TANKERS INC | SHS | Y7542C130 | BBG001T6B9Q2 | 28,685,005 | 533,476 | SH | SOLE | 533,476 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | BBG004DW5NC7 | 27,957,170 | 805,450 | SH | SOLE | 805,450 | 0 | 0 | ||
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | BBG0084BC0P2 | 35,564,265 | 125,549 | SH | SOLE | 125,549 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | BBG001S5WWW4 | 223,470 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 454,534 | 3,690 | SH | SOLE | 3,690 | 0 | 0 | ||
| TRIP COM GROUP LTD | ADS | 89677Q107 | BBG001S6VL20 | 6,570,400 | 191,000 | SH | SOLE | 191,000 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | BBG0029ZX859 | 1,468,800 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | BBG002B04MW4 | 48,574,542 | 1,964,195 | SH | SOLE | 1,964,195 | 0 | 0 | ||