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 |
| 360 FINANCE INC | ADS | 88557W101 | 89 | 10,000 | SH | SOLE | 0 | 0 | 10,000 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 7,939 | 273,852 | SH | SOLE | 0 | 0 | 273,852 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 41,514 | 248,247 | SH | SOLE | 0 | 0 | 248,247 | ||
| APPLE INC | COM | 037833100 | 10,079 | 45,000 | SH | SOLE | 0 | 0 | 45,000 | ||
| APPLIED MATLS INC | COM | 038222105 | 9,786 | 196,104 | SH | SOLE | 0 | 0 | 196,104 | ||
| BILIBILI INC | SPONS ADS REP Z | 090040106 | 7,974 | 564,700 | SH | SOLE | 0 | 0 | 564,700 | ||
| CTRIP COM INTL LTD | SPONSORED ADS | 22943F100 | 9,090 | 310,346 | SH | SOLE | 0 | 0 | 310,346 | ||
| IQIYI INC | SPONSORED ADS | 46267X108 | 2,468 | 153,000 | SH | SOLE | 0 | 0 | 153,000 | ||
| ISHARES TR | 20 YR TR BD ETF | 464287432 | 11,446 | 80,000 | SH | SOLE | 0 | 0 | 80,000 | ||
| LAUDER ESTEE COS INC | CL A | 518439104 | 12,693 | 63,800 | SH | SOLE | 0 | 0 | 63,800 | ||
| LEXINFINTECH HLDGS LTD | ADR | 528877103 | 2,822 | 281,373 | SH | SOLE | 0 | 0 | 281,373 | ||
| NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 14,764 | 133,300 | SH | SOLE | 0 | 0 | 133,300 | ||
| NIKE INC | CL B | 654106103 | 8,434 | 89,800 | SH | SOLE | 0 | 0 | 89,800 | ||
| PINDUODUO INC | SPONSORED ADS | 722304102 | 28,553 | 886,191 | SH | SOLE | 0 | 0 | 886,191 | ||
| QUDIAN INC | ADR | 747798106 | 7,609 | 1,104,400 | SH | SOLE | 0 | 0 | 1,104,400 | ||
| STARBUCKS CORP | COM | 855244109 | 9,292 | 105,085 | SH | SOLE | 0 | 0 | 105,085 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 28,711 | 617,700 | SH | SOLE | 0 | 0 | 617,700 | ||
| TESLA INC | COM | 88160R101 | 15,375 | 63,830 | SH | SOLE | 0 | 0 | 63,830 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADS A | 92763W103 | 2,136 | 239,500 | SH | SOLE | 0 | 0 | 239,500 | ||
| YUM CHINA HLDGS INC | COM | 98850P109 | 10,276 | 226,203 | SH | SOLE | 0 | 0 | 226,203 | ||
| YY INC | SPONSORED ADS A | 98426T106 | 3,419 | 60,800 | SH | SOLE | 0 | 0 | 60,800 | ||
| ZTO EXPRESS CAYMAN INC | SPONSORED ADS A | 98980A105 | 15,358 | 720,000 | SH | SOLE | 0 | 0 | 720,000 | ||