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 | 75,009,325 | 125,728 | SH | SOLE | 125,728 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 845,683 | 6,054 | SH | SOLE | 6,054 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB21 | 15,906,769 | 112,870 | SH | SOLE | 112,870 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 19,563,642 | 128,759 | SH | SOLE | 128,759 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | BBG001T51KQ0 | 24,846,305 | 105,500 | SH | SOLE | 105,500 | 0 | 0 | ||
| BILL HOLDINGS INC | COM | 090043100 | BBG00QVJV7L3 | 2,025,145 | 24,821 | SH | SOLE | 24,821 | 0 | 0 | ||
| BLOCK INC | CL A | 852234103 | BBG001TFLWL5 | 11,138,400 | 144,000 | SH | SOLE | 144,000 | 0 | 0 | ||
| COHERENT CORP | COM | 19247G107 | BBG001S5S6N6 | 26,577,024 | 610,545 | SH | SOLE | 610,545 | 0 | 0 | ||
| CONFLUENT INC | CLASS A COM | 20717M103 | BBG007HWGYS3 | 1,155,422 | 49,377 | SH | SOLE | 49,377 | 0 | 0 | ||
| CYBERARK SOFTWARE LTD | SHS | M2682V108 | BBG006Q52QW1 | 994,268 | 4,539 | SH | SOLE | 4,539 | 0 | 0 | ||
| DAQO NEW ENERGY CORP | SPNSRD ADS NEW | 23703Q203 | BBG001T6LDF4 | 49,369,839 | 1,856,009 | SH | SOLE | 1,856,009 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | BBG001S5QHF3 | 59,943,531 | 663,900 | SH | SOLE | 663,900 | 0 | 0 | ||
| FIVE9 INC | COM | 338307101 | BBG001V0P7K7 | 5,835,965 | 74,164 | SH | SOLE | 74,164 | 0 | 0 | ||
| HASHICORP INC | COM CL A | 418100103 | BBG007PZ2T94 | 1,333,343 | 56,402 | SH | SOLE | 56,402 | 0 | 0 | ||
| HUBSPOT INC | COM | 443573100 | BBG001T53670 | 4,909,046 | 8,456 | SH | SOLE | 8,456 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | BBG001SQCQC5 | 69,090,514 | 195,193 | SH | SOLE | 195,193 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 126,270,472 | 335,790 | SH | SOLE | 335,790 | 0 | 0 | ||
| MONDAY COM LTD | SHS | M7S64H106 | BBG00GF8K4X3 | 901,300 | 4,799 | SH | SOLE | 4,799 | 0 | 0 | ||
| MONGODB INC | CL A | 60937P106 | BBG0022FDRZ7 | 35,140,249 | 85,949 | SH | SOLE | 85,949 | 0 | 0 | ||
| NETEASE INC | SPONSORED ADS | 64110W102 | BBG001SCVWD1 | 164,307,130 | 1,763,709 | SH | SOLE | 1,763,709 | 0 | 0 | ||
| ORACLE CORP | COM | 68389X105 | BBG001S5SJG6 | 17,153,777 | 162,703 | SH | SOLE | 162,703 | 0 | 0 | ||
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | BBG00LBLDFH8 | 331,163,467 | 2,263,437 | SH | SOLE | 2,263,437 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | BBG001S6VS70 | 48,298,755 | 333,947 | SH | SOLE | 333,947 | 0 | 0 | ||
| SALESFORCE INC | COM | 79466L302 | BBG001SDLP09 | 97,754,931 | 371,494 | SH | SOLE | 371,494 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | BBG001T4JFC0 | 106,544,344 | 150,808 | SH | SOLE | 150,808 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | BBG007DHGNK2 | 80,140,882 | 402,718 | SH | SOLE | 402,718 | 0 | 0 | ||
| TRIP COM GROUP LTD | ADS | 89677Q107 | BBG001S6VL20 | 495,138 | 13,750 | SH | SOLE | 13,750 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | BBG002B04MW4 | 44,549,404 | 723,557 | SH | SOLE | 723,557 | 0 | 0 | ||
| WIX COM LTD | SHS | M98068105 | BBG004336Q89 | 1,911,608 | 15,539 | SH | SOLE | 15,539 | 0 | 0 | ||
| ZSCALER INC | COM | 98980G102 | BBG003338H61 | 4,681,784 | 21,131 | SH | SOLE | 21,131 | 0 | 0 | ||