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 |
| AFFIRM HLDGS INC | COM CL A | 00827B106 | BBG00Y7BP8Z0 | 2,244,165 | 36,850 | SH | SOLE | 36,850 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | BBG006G2JWB1 | 53,773,818 | 634,200 | SH | SOLE | 634,200 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 73,830,878 | 336,528 | SH | SOLE | 336,528 | 0 | 0 | ||
| AMER SPORTS INC | COM SHS | G0260P102 | BBG01KWR27K9 | 100,833,909 | 3,606,363 | SH | SOLE | 3,606,363 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM SHS | 040413205 | BBG001T51KQ0 | 3,315,900 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| CORNING INC | COM | 219350105 | BBG001S5RLH1 | 1,425,600 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| CUMMINS INC | COM | 231021106 | BBG001S5Q9M3 | 11,380,047 | 32,645 | SH | SOLE | 32,645 | 0 | 0 | ||
| DOCUSIGN INC | COM | 256163106 | BBG001T535D5 | 1,532,847 | 17,043 | SH | SOLE | 17,043 | 0 | 0 | ||
| DOORDASH INC | CL A | 25809K105 | BBG005D7QCK1 | 1,006,500 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| DUOLINGO INC | CL A COM | 26603R106 | BBG003D4V960 | 20,264,375 | 62,500 | SH | SOLE | 62,500 | 0 | 0 | ||
| EATON CORP PLC | SHS | G29183103 | BBG001S5QZ45 | 1,659,350 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| FIVE BELOW INC | COM | 33829M101 | BBG001TCDMY9 | 1,154,560 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | ||
| FULL TRUCK ALLIANCE CO LTD | SPONSORED ADS | 35969L108 | BBG01186DMM7 | 6,046,216 | 558,800 | SH | SOLE | 558,800 | 0 | 0 | ||
| FUTU HLDGS LTD | SPON ADS CL A | 36118L106 | BBG00MYXW5H6 | 11,996,660 | 149,977 | SH | SOLE | 149,977 | 0 | 0 | ||
| GE VERNOVA INC | COM | 36828A101 | BBG013G17W77 | 44,823,291 | 136,270 | SH | SOLE | 136,270 | 0 | 0 | ||
| KE HLDGS INC | SPONSORED ADS | 482497104 | BBG00W9L9N03 | 42,866,987 | 2,327,198 | SH | SOLE | 2,327,198 | 0 | 0 | ||
| KINGSOFT CLOUD HLDGS LTD | ADS | 49639K101 | BBG00R6T4QG1 | 2,613,059 | 249,100 | SH | SOLE | 249,100 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | BBG001SQCQC5 | 62,560,572 | 106,848 | SH | SOLE | 106,848 | 0 | 0 | ||
| NETEASE INC | SPONSORED ADS | 64110W102 | BBG001SCVWD1 | 2,623,934 | 29,413 | SH | SOLE | 29,413 | 0 | 0 | ||
| NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581206 | BBG001SP9P33 | 8,014,927 | 124,882 | SH | SOLE | 124,882 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 138,971,349 | 1,034,860 | SH | SOLE | 1,034,860 | 0 | 0 | ||
| ON HLDG AG | NAMEN AKT A | H5919C104 | BBG00LQK89G5 | 7,283,534 | 132,984 | SH | SOLE | 132,984 | 0 | 0 | ||
| REDDIT INC | CL A | 75734B100 | BBG015RGX648 | 8,188,344 | 50,100 | SH | SOLE | 50,100 | 0 | 0 | ||
| RH | COM | 74967X103 | BBG002293Q93 | 1,082,373 | 2,750 | SH | SOLE | 2,750 | 0 | 0 | ||
| ROBINHOOD MKTS INC | COM CL A | 770700102 | BBG008NMBXP6 | 1,527,660 | 41,000 | SH | SOLE | 41,000 | 0 | 0 | ||
| SALESFORCE INC | COM | 79466L302 | BBG001SDLP09 | 50,968,943 | 152,451 | SH | SOLE | 152,451 | 0 | 0 | ||
| SAP SE | SPON ADR | 803054204 | BBG001S6RD41 | 17,259,321 | 70,100 | SH | SOLE | 70,100 | 0 | 0 | ||
| SEA LTD | NOTE 0.250% 9/1 | 81141RAG5 | 8,412,154 | 9,258,000 | PRN | SOLE | 9,258,000 | 0 | 0 | |||
| SEMTECH CORP | COM | 816850101 | BBG001S7TWW4 | 1,237,000 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | BBG001T4JFC0 | 41,450,692 | 39,100 | SH | SOLE | 39,100 | 0 | 0 | ||
| SHARKNINJA INC | COM SHS | G8068L108 | BBG01HN2K366 | 3,887,001 | 39,924 | SH | SOLE | 39,924 | 0 | 0 | ||
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | BBG003T4VFD1 | 14,987,230 | 33,500 | SH | SOLE | 33,500 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | BBG001S5WWW4 | 77,858,655 | 394,241 | SH | SOLE | 394,241 | 0 | 0 | ||
| TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | BBG001TCN2J9 | 1,042,080 | 104,000 | SH | SOLE | 104,000 | 0 | 0 | ||
| TAPESTRY INC | COM | 876030107 | BBG001SFH7D5 | 42,761,556 | 654,547 | SH | SOLE | 654,547 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 15,305,536 | 37,900 | SH | SOLE | 37,900 | 0 | 0 | ||
| TRIP COM GROUP LTD | ADS | 89677Q107 | BBG001S6VL20 | 3,049,603 | 44,416 | SH | SOLE | 44,416 | 0 | 0 | ||
| ULTA BEAUTY INC | COM | 90384S303 | BBG00FWQ4W44 | 1,174,311 | 2,700 | SH | SOLE | 2,700 | 0 | 0 | ||
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | BBG00L2B8LM7 | 1,817,760 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
| ZOOM COMMUNICATIONS INC | CL A | 98980L101 | BBG0042V6JN7 | 14,746,927 | 180,700 | SH | SOLE | 180,700 | 0 | 0 | ||