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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 2,188 48,100 SH   SOLE 1 48,100 0 0
ALIGN TECHNOLOGY INC COM 016255101 7,462 42,900 SH   SOLE 1 42,900 0 0
ALTRIA GROUP INC COM 02209S103 2,127 55,000 SH   SOLE 1 55,000 0 0
AMAZON COM INC COM 023135106 975 500 SH   SOLE 1 500 0 0
AXALTA COATING SYS LTD COM G0750C108 1,979 114,600 SH   SOLE 1 114,600 0 0
BANK NEW YORK MELLON CORP COM 064058100 2,075 61,600 SH   SOLE 1 61,600 0 0
BK OF AMERICA CORP COM 060505104 4,940 232,700 SH   SOLE 1 232,700 0 0
CITIGROUP INC COM NEW 172967424 3,041 72,200 SH   SOLE 1 72,200 0 0
COTY INC COM CL A 222070203 1,785 346,000 SH   SOLE 1 346,000 0 0
EMERSON ELEC CO COM 291011104 2,006 42,100 SH   SOLE 1 42,100 0 0
GILEAD SCIENCES INC COM 375558103 6,001 80,266 SH   SOLE 1 80,266 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 5,272 34,100 SH   SOLE 1 34,100 0 0
HYATT HOTELS CORP COM CL A 448579102 5,283 110,300 SH   SOLE 1 110,300 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 2,278 4,600 SH   SOLE 1 4,600 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 37,452 196,700 SH   SOLE 1 196,700 0 0
IQVIA HLDGS INC COM 46266C105 1,920 17,800 SH   SOLE 1 17,800 0 0
ISHARES TR PHLX SEMICND ETF 464287523 6,669 32,500 SH   SOLE 1 32,500 0 0
JD COM INC SPON ADR CL A 47215P106 18,221 449,900 SH   SOLE 1 449,900 0 0
LAUDER ESTEE COS INC CL A 518439104 2,884 18,100 SH   SOLE 1 18,100 0 0
LULULEMON ATHLETICA INC COM 550021109 2,180 11,500 SH   SOLE 1 11,500 0 0
MGM RESORTS INTERNATIONAL COM 552953101 4,632 392,500 SH   SOLE 1 392,500 0 0
MICROSOFT CORP COM 594918104 5,441 34,500 SH   SOLE 1 34,500 0 0
MODERNA INC COM 60770K107 2,189 73,100 SH   SOLE 1 73,100 0 0
MOMO INC ADR 60879B107 1,818 83,800 SH   SOLE 1 83,800 0 0
MORGAN STANLEY COM NEW 617446448 1,860 54,700 SH   SOLE 1 54,700 0 0
NETFLIX INC COM 64110L106 1,010 2,691 SH   SOLE 1 2,691 0 0
NEW FRONTIER HEALTH CORP ORD SHS G6461G106 3,779 458,096 SH   SOLE 1 458,096 0 0
NIKE INC CL B 654106103 3,252 39,300 SH   SOLE 1 39,300 0 0
NVIDIA CORP COM 67066G104 9,619 36,490 SH   SOLE 1 36,490 0 0
O-I GLASS INC COM 67098H104 2,091 294,100 SH   SOLE 1 294,100 0 0
RAYTHEON CO COM NEW 755111507 2,046 15,600 SH   SOLE 1 15,600 0 0
REGENERON PHARMACEUTICALS COM 75886F107 1,953 4,000 SH   SOLE 1 4,000 0 0
SENSATA TECHNOLOGIES HLDNG P SHS G8060N102 1,875 64,800 SH   SOLE 1 64,800 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 7,343 49,600 SH   SOLE 1 49,600 0 0
STARBUCKS CORP COM 855244109 4,668 71,000 SH   SOLE 1 71,000 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 6,665 125,150 SH   SOLE 1 125,150 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 1,381 95,900 SH   SOLE 1 95,900 0 0
TESLA INC COM 88160R101 10,480 20,000 SH   SOLE 1 20,000 0 0
TRIP COM GROUP LTD ADS 89677Q107 6,836 291,500 SH   SOLE 1 291,500 0 0
UNITED RENTALS INC COM 911363109 2,192 21,300 SH   SOLE 1 21,300 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 1,911 14,500 SH   SOLE 1 14,500 0 0
VIACOMCBS INC CL B 92556H206 1,982 141,500 SH   SOLE 1 141,500 0 0
WEX INC COM 96208T104 1,777 17,000 SH   SOLE 1 17,000 0 0
WYNN RESORTS LTD COM 983134107 5,194 86,300 SH   SOLE 1 86,300 0 0