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
APPLE INC COM 037833100 1,951 14,700 SH   SOLE   14,700 0 0
BAIDU INC SPON ADR REP A 056752108 12,499 57,800 SH   SOLE   57,800 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203 9,868 172,044 SH   SOLE   172,044 0 0
JD.COM INC SPON ADR CL A 47215P106 5,010 57,000 SH   SOLE   57,000 0 0
LAUDER ESTEE COS INC CL A 518439104 8,412 31,600 SH   SOLE   31,600 0 0
MICRON TECHNOLOGY INC COM 595112103 16,058 213,600 SH   SOLE   213,600 0 0
MICROSOFT CORP COM 594918104 3,937 17,700 SH   SOLE   17,700 0 0
NORTHROP GRUMMAN CORP COM 666807102 1,981 6,500 SH   SOLE   6,500 0 0
SINA CORP ORD G81477104 1,983 46,800 SH   SOLE   46,800 0 0
SPLUNK INC COM 848637104 4,366 25,700 SH   SOLE   25,700 0 0