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 22,463 1,799,900 SH   SOLE   1,799,900 0 0
ALPHABET INC CAP STK CL A 02079K305 13,759 14,800 SH   SOLE   14,800 0 0
BAIDU INC SPON ADR REP A 056752108 5,634 31,500 SH   SOLE   31,500 0 0
CITIGROUP INC COM NEW 172967424 14,754 220,600 SH   SOLE   220,600 0 0
DISH NETWORK CORP CL A 25470M109 13,211 210,500 SH   SOLE   210,500 0 0
HP INC COM 40434L105 13,430 768,300 SH   SOLE   768,300 0 0
MICRON TECHNOLOGY INC COM 595112103 18,898 632,900 SH   SOLE   632,900 0 0
PIONEER NAT RES CO COM 723787107 8,059 50,500 SH   SOLE   50,500 0 0
SHOPIFY INC CL A 82509L107 11,276 129,755 SH   SOLE   129,755 0 0
SONY CORP SPONSORED ADR 835699307 8,131 212,900 SH   SOLE   212,900 0 0
WESTLAKE CHEM CORP COM 960413102 12,514 189,000 SH   SOLE   189,000 0 0
XPO LOGISTICS INC COM 983793100 15,324 237,100 SH   SOLE   237,100 0 0