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
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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
Alibaba Group Holding Ltd SPONSORED ADS 01609W102   4,650,930 55,800 SH   SOLE   55,800 0 0
Baidu Inc SPON ADR CL A 056752108   4,269,265 31,183 SH   SOLE   31,183 0 0
New Oriental Education & Technology Group Inc SPON ADR 647581206   939,862 23,800 SH   SOLE   23,800 0 0
H World Group Ltd SPONSORED ADS 44332N106   1,423,226 36,700 SH   SOLE   36,700 0 0
Infosys Ltd SPON ADR 456788108   996,340 62,000 SH   SOLE   62,000 0 0
NIO Inc SPON ADS 62914V106   1,017,450 105,000 SH   SOLE   105,000 0 0
Sea Ltd SPONSORD ADS 81141R100   806,814 13,901 SH   SOLE   13,901 0 0
XPeng Inc ADS 98422D105   1,221,220 91,000 SH   SOLE   91,000 0 0
Advanced Micro Devices Inc COM 007903107   3,075,570 27,000 SH   SOLE   27,000 0 0
Amazon.com Inc COM 023135106   8,343,040 64,000 SH   SOLE   64,000 0 0
Antero Resources Corp COM 03674X106   2,116,457 91,900 SH   SOLE   91,900 0 0
Boston Scientific Corp COM 101137107   2,895,221 53,526 SH   SOLE   53,526 0 0
Coherent Corp COM 19247G107   3,278,014 64,300 SH   SOLE   64,300 0 0
FormFactor Inc COM 346375108   1,084,774 31,700 SH   SOLE   31,700 0 0
JPMorgan Chase & Co COM 46625H100   5,206,752 35,800 SH   SOLE   35,800 0 0
LILLY ELI & CO COM 532457108   8,154,155 17,387 SH   SOLE   17,387 0 0
Las Vegas Sands Corp COM 517834107   9,251,058 159,501 SH   SOLE   159,501 0 0
Mobileye Global Inc COMMON CLASS A 60741F104   1,410,014 36,700 SH   SOLE   36,700 0 0
Merck & Co Inc COM 58933Y105   3,623,246 31,400 SH   SOLE   31,400 0 0
Marvell Technology Inc COM 573874104   2,014,586 33,700 SH   SOLE   33,700 0 0
Microsoft Corp COM 594918104   5,384,618 15,812 SH   SOLE   15,812 0 0
NVIDIA Corp COM 67066G104   9,814,064 23,200 SH   SOLE   23,200 0 0
QUALCOMM Inc COM 747525103   4,106,880 34,500 SH   SOLE   34,500 0 0
Teradyne Inc COM 880770102   1,191,231 10,700 SH   SOLE   10,700 0 0
UnitedHealth Group Inc COM 91324P102   250,413 521 SH   SOLE   521 0 0