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 INC | COM | 00724F101 | BBG001S5NCQ5 | 31,043,732 | 60,882 | SH | SOLE | 60,882 | 0 | 0 | ||
| AKAMAI TECHNOLOGIES INC | COM | 00971T101 | BBG001S7YHX0 | 1,002,541 | 9,410 | SH | SOLE | 9,410 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 33,429,234 | 255,458 | SH | SOLE | 255,458 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB21 | 15,886,343 | 120,488 | SH | SOLE | 120,488 | 0 | 0 | ||
| ASANA INC | CL A | 04342Y104 | BBG00WYHL741 | 1,185,627 | 64,753 | SH | SOLE | 64,753 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | BBG001SNBKD5 | 483,660 | 3,600 | SH | SOLE | 3,600 | 0 | 0 | ||
| BLOCK INC | CL A | 852234103 | BBG001TFLWL5 | 1,504,840 | 34,000 | SH | SOLE | 34,000 | 0 | 0 | ||
| BRAZE INC | COM CL A | 10576N102 | BBG00294NX54 | 952,311 | 20,379 | SH | SOLE | 20,379 | 0 | 0 | ||
| COHERENT CORP | COM | 19247G107 | BBG001S5S6N6 | 64,369,866 | 1,972,116 | SH | SOLE | 1,972,116 | 0 | 0 | ||
| DAQO NEW ENERGY CORP | SPNSRD ADS NEW | 23703Q203 | BBG001T6LDF4 | 65,484,998 | 2,163,363 | SH | SOLE | 2,163,363 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | BBG001SQCQC5 | 81,340,398 | 270,945 | SH | SOLE | 270,945 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | BBG001S6P675 | 15,776,837 | 231,910 | SH | SOLE | 231,910 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 100,553,745 | 318,460 | SH | SOLE | 318,460 | 0 | 0 | ||
| MONGODB INC | CL A | 60937P106 | BBG0022FDRZ7 | 44,919,951 | 129,879 | SH | SOLE | 129,879 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | BBG001S5SJG6 | 47,881,136 | 452,050 | SH | SOLE | 452,050 | 0 | 0 | ||
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | BBG00LBLDFH8 | 77,013,194 | 785,288 | SH | SOLE | 785,288 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | BBG001T4JFC0 | 3,514,740 | 6,288 | SH | SOLE | 6,288 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | BBG004DW5NC7 | 36,408,886 | 667,196 | SH | SOLE | 667,196 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | BBG007DHGNK2 | 77,995,654 | 510,543 | SH | SOLE | 510,543 | 0 | 0 | ||
| TRIP COM GROUP LTD | ADS | 89677Q107 | BBG001S6VL20 | 480,838 | 13,750 | SH | SOLE | 13,750 | 0 | 0 | ||
| UNITY SOFTWARE INC | COM | 91332U101 | BBG0056JW5H5 | 5,022,400 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| ZSCALER INC | COM | 98980G102 | BBG003338H61 | 5,051,074 | 32,464 | SH | SOLE | 32,464 | 0 | 0 | ||