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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 6,267 | 60,900 | SH | SOLE | 60,900 | 0 | 0 | ||
| ALLEGRO MICROSYSTEMS INC | COM | 01749D105 | 8,278 | 259,000 | SH | SOLE | 259,000 | 0 | 0 | ||
| DOCUSIGN INC | COM | 256163106 | 2,883 | 11,200 | SH | SOLE | 11,200 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 4,616 | 13,600 | SH | SOLE | 13,600 | 0 | 0 | ||
| LEGEND BIOTECH CORP | SPONSORED ADS | 52490G102 | 28,557 | 564,806 | SH | SOLE | 564,806 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 10,060 | 166,800 | SH | SOLE | 166,800 | 0 | 0 | ||
| NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581107 | 1,636 | 798,000 | SH | SOLE | 798,000 | 0 | 0 | ||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 34,465 | 753,000 | SH | SOLE | 753,000 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 5,967 | 18,720 | SH | SOLE | 18,720 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 4,474 | 3,300 | SH | SOLE | 3,300 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 2,423 | 21,700 | SH | SOLE | 21,700 | 0 | 0 | ||
| XILINX INC | COM | 983919101 | 4,545 | 30,100 | SH | SOLE | 30,100 | 0 | 0 | ||