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 | 3,862 | 27,942 | SH | SOLE | 27,942 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857L108 | 21,833 | 13,287 | SH | SOLE | 13,287 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 13,615 | 30,664 | SH | SOLE | 30,664 | 0 | 0 | ||
| CHESAPEAKE ENERGY CORP | COM | 165167735 | 48,739 | 517,344 | SH | SOLE | 517,344 | 0 | 0 | ||
| COUPANG INC | CL A | 22266T109 | 6,928 | 415,580 | SH | SOLE | 415,580 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 3,522 | 39,672 | SH | SOLE | 39,672 | 0 | 0 | ||
| EXPENSIFY INC | COM CL A | 30219Q106 | 2,419 | 162,534 | SH | SOLE | 162,534 | 0 | 0 | ||
| EXXON MOBIL CORP | COM | 30231G102 | 22,493 | 257,622 | SH | SOLE | 257,622 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 3,086 | 119,761 | SH | SOLE | 119,761 | 0 | 0 | ||
| LAUDER ESTEE COS INC | CL A | 518439104 | 19,126 | 88,586 | SH | SOLE | 88,586 | 0 | 0 | ||
| LULULEMON ATHLETICA INC | COM | 550021109 | 12,950 | 46,322 | SH | SOLE | 46,322 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 23,980 | 558,855 | SH | SOLE | 558,855 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 46,869 | 201,239 | SH | SOLE | 201,239 | 0 | 0 | ||
| MONGODB INC | CL A | 60937P106 | 6,388 | 32,172 | SH | SOLE | 32,172 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 7,218 | 59,463 | SH | SOLE | 59,463 | 0 | 0 | ||
| PALO ALTO NETWORKS INC | COM | 697435105 | 6,293 | 38,424 | SH | SOLE | 38,424 | 0 | 0 | ||
| PINDUODUO INC | SPONSORED ADS | 722304102 | 2,563 | 40,956 | SH | SOLE | 40,956 | 0 | 0 | ||
| SALESFORCE INC | COM | 79466L302 | 10,026 | 69,699 | SH | SOLE | 69,699 | 0 | 0 | ||
| SCHLUMBERGER LTD | COM STK | 806857108 | 3,746 | 104,338 | SH | SOLE | 104,338 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 4,176 | 11,058 | SH | SOLE | 11,058 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 5,509 | 160,345 | SH | SOLE | 160,345 | 0 | 0 | ||
| UIPATH INC | CL A | 90364P105 | 3,519 | 279,076 | SH | SOLE | 279,076 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 23,117 | 130,129 | SH | SOLE | 130,129 | 0 | 0 | ||
| ZTO EXPRESS CAYMAN INC | SPONSORED ADS A | 98980A105 | 3,970 | 165,191 | SH | SOLE | 165,191 | 0 | 0 | ||