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 |
| ON SEMICONDUCTOR CORP | COM | 682189105 | 7,364 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| BENTLEY SYS INC | COM CL B | 08265T208 | 7,494 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| STMICROELECTRONICS N V | NY REGISTRY | 861012102 | 6,682 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| SYNCHRONY FINANCIAL | COM | 87165B103 | 4,859 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| WESTERN DIGITAL CORP. | COM | 958102105 | 6,647 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| JD.COM INC | SPON ADR CL A | 47215P106 | 8,790 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| TRIP COM GROUP LTD | ADS | 89677Q107 | 3,373 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 6,390 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| VARONIS SYS INC | COM | 922280102 | 11,453 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| QORVO INC | COM | 74736K101 | 10,808 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 8,864 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 5,044 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| DELL TECHNOLOGIES INC | CL C | 24703L202 | 4,031 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| AVALARA INC | COM | 05338G106 | 8,657 | 52,500 | SH | SOLE | 52,500 | 0 | 0 | ||
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | 11,121 | 52,500 | SH | SOLE | 52,500 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 2,242 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 3,985 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 11,171 | 33,000 | SH | SOLE | 33,000 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 8,263 | 32,500 | SH | SOLE | 32,500 | 0 | 0 | ||
| INTUIT | COM | 461202103 | 10,066 | 26,500 | SH | SOLE | 26,500 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 14,586 | 26,500 | SH | SOLE | 26,500 | 0 | 0 | ||
| NIO INC | SPON ADS | 62914V106 | 1,219 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| XPENG INC | ADS | 98422D105 | 1,071 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 6,556 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 | 3,115 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 4,479 | 22,500 | SH | SOLE | 22,500 | 0 | 0 | ||
| ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 10,753 | 21,500 | SH | SOLE | 21,500 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 4,541 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | ||
| WEX INC | COM | 96208T104 | 4,071 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| HUBSPOT INC | COM | 443573100 | 6,938 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
| NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581107 | 3,066 | 16,500 | SH | SOLE | 16,500 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | 4,068 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 4,462 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
| BEIGENE LTD | SPONSORED ADR | 07725L102 | 3,101 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 4,723 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 9,771 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||