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

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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
ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 96,305,210 845,450 SH   SOLE   845,450 0 0
ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 3,750,070 31,000 SH   SOLE   31,000 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 1,907,885 66,500 SH   SOLE   66,500 0 0
CITIGROUP INC COM NEW 172967424 BBG001S72ZG4 1,878,432 40,800 SH   SOLE   40,800 0 0
COHERENT CORP COM 19247G107 BBG001S5S6N6 27,577,070 540,939 SH   SOLE   540,939 0 0
DISNEY WALT CO COM 254687106 BBG001S5QHF3 12,463,488 139,600 SH   SOLE   139,600 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 2,123,424 14,600 SH   SOLE   14,600 0 0
MICRON TECHNOLOGY INC COM 595112103 BBG001S6P675 10,949,585 173,500 SH   SOLE   173,500 0 0
MICROSOFT CORP COM 594918104 BBG001S5TD05 5,472,478 16,070 SH   SOLE   16,070 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206 BBG001SP9P33 19,379,520 490,745 SH   SOLE   490,745 0 0
NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 139,131,278 328,900 SH   SOLE   328,900 0 0
SUPER MICRO COMPUTER INC COM 86800U104 BBG001SQGH95 43,668,600 175,200 SH   SOLE   175,200 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 BBG001TCN2J9 24,971,798 4,189,899 SH   SOLE   4,189,899 0 0
VANECK ETF TRUST OIL SERVICES ETF 92189H607 BBG001SGYST1 9,893,440 34,400 SH   SOLE   34,400 0 0
WELLS FARGO CO NEW COM 949746101 BBG001S5XF23 2,146,804 50,300 SH   SOLE   50,300 0 0
WESTERN DIGITAL CORP. COM 958102105 BBG001S5XD28 87,982,314 2,319,597 SH   SOLE   2,319,597 0 0
WOLFSPEED INC COM 977852102 BBG001S6YWT4 16,137,777 290,300 SH   SOLE   290,300 0 0