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 |
| APPLE INC | COM | 037833100 | 11,391 | 83,316 | SH | SOLE | 83,316 | 0 | 0 | ||
| ARRAY TECHNOLOGIES INC | COM SHS | 04271T100 | 1,309 | 118,850 | SH | SOLE | 118,850 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 21,184 | 12,112 | SH | SOLE | 12,112 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 10,595 | 21,809 | SH | SOLE | 21,809 | 0 | 0 | ||
| CHESAPEAKE ENERGY CORP | COM | 165167735 | 46,785 | 576,877 | SH | SOLE | 576,877 | 0 | 0 | ||
| CHINDATA GROUP HLDGS LTD | ADS | 16955F107 | 3,508 | 452,084 | SH | SOLE | 452,084 | 0 | 0 | ||
| COUPANG INC | CL A | 22266T109 | 11,426 | 896,119 | SH | SOLE | 896,119 | 0 | 0 | ||
| EXPENSIFY INC | COM CL A | 30219Q106 | 467 | 26,247 | SH | SOLE | 26,247 | 0 | 0 | ||
| EXXON MOBIL CORP | COM | 30231G102 | 22,917 | 267,594 | SH | SOLE | 267,594 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 4,480 | 119,761 | SH | SOLE | 119,761 | 0 | 0 | ||
| ISHARES TR | 20 YR TR BD ETF | 464287432 | 978 | 8,510 | SH | SOLE | 8,510 | 0 | 0 | ||
| LAUDER ESTEE COS INC | CL A | 518439104 | 18,264 | 71,718 | SH | SOLE | 71,718 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 9,890 | 36,278 | SH | SOLE | 36,278 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 15,793 | 362,813 | SH | SOLE | 362,813 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 26,252 | 102,216 | SH | SOLE | 102,216 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 8,747 | 57,700 | SH | SOLE | 57,700 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 4,011 | 8,121 | SH | SOLE | 8,121 | 0 | 0 | ||
| SALESFORCE INC | COM | 79466L302 | 3,536 | 21,425 | SH | SOLE | 21,425 | 0 | 0 | ||
| SPDR GOLD TR | GOLD SHS | 78463V107 | 4,839 | 28,726 | SH | SOLE | 28,726 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 26,830 | 136,267 | SH | SOLE | 136,267 | 0 | 0 | ||
| ZTO EXPRESS CAYMAN INC | SPONSORED ADS A | 98980A105 | 10,107 | 368,185 | SH | SOLE | 368,185 | 0 | 0 | ||