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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 16,160,374 | 249,504 | SH | SOLE | 249,504 | 0 | 0 | |||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 12,866,778 | 146,064 | SH | SOLE | 146,064 | 0 | 0 | |||
| APPLE INC | COM | 037833100 | 10,039,951 | 77,272 | SH | SOLE | 77,272 | 0 | 0 | |||
| BAIDU INC | SPON ADR REP A | 056752108 | 5,158,424 | 45,099 | SH | SOLE | 45,099 | 0 | 0 | |||
| CHESAPEAKE ENERGY CORP | COM | 165167735 | 52,803,129 | 559,533 | SH | SOLE | 559,533 | 0 | 0 | |||
| CHINDATA GROUP HLDGS LTD | ADS | 16955F107 | 1,876,823 | 235,486 | SH | SOLE | 235,486 | 0 | 0 | |||
| COUPANG INC | CL A | 22266T109 | 7,074,524 | 480,933 | SH | SOLE | 480,933 | 0 | 0 | |||
| DATADOG INC | CL A COM | 23804L103 | 4,820,277 | 65,582 | SH | SOLE | 65,582 | 0 | 0 | |||
| EXPENSIFY INC | COM CL A | 30219Q106 | 2,305,195 | 261,064 | SH | SOLE | 261,064 | 0 | 0 | |||
| INTEL CORP | COM | 458140100 | 3,165,283 | 119,761 | SH | SOLE | 119,761 | 0 | 0 | |||
| LAUDER ESTEE COS INC | CL A | 518439104 | 31,422,387 | 126,647 | SH | SOLE | 126,647 | 0 | 0 | |||
| LI AUTO INC | SPONSORED ADS | 50202M102 | 2,749,532 | 134,781 | SH | SOLE | 134,781 | 0 | 0 | |||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 26,389,296 | 712,454 | SH | SOLE | 712,454 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 51,008,035 | 212,693 | SH | SOLE | 212,693 | 0 | 0 | |||
| MONGODB INC | CL A | 60937P106 | 3,001,810 | 15,250 | SH | SOLE | 15,250 | 0 | 0 | |||
| NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581206 | 5,704,630 | 163,832 | SH | SOLE | 163,832 | 0 | 0 | |||
| QUALCOMM INC | COM | 747525103 | 8,708,677 | 79,213 | SH | SOLE | 79,213 | 0 | 0 | |||
| SALESFORCE INC | COM | 79466L302 | 10,213,938 | 77,034 | SH | SOLE | 77,034 | 0 | 0 | |||
| SCHLUMBERGER LTD | COM STK | 806857108 | 6,850,899 | 128,150 | SH | SOLE | 128,150 | 0 | 0 | |||
| SERVICENOW INC | COM | 81762P102 | 4,293,490 | 11,058 | SH | SOLE | 11,058 | 0 | 0 | |||
| SNOWFLAKE INC | CL A | 833445109 | 3,545,007 | 24,697 | SH | SOLE | 24,697 | 0 | 0 | |||
| TESLA INC | COM | 88160R101 | 16,208,640 | 131,585 | SH | SOLE | 131,585 | 0 | 0 | |||
| VISA INC | COM CL A | 92826C839 | 47,089,843 | 226,655 | SH | SOLE | 226,655 | 0 | 0 | |||