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 | 7,253 | 4,700 | SH | SOLE | 4,700 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 5,210 | 113,600 | SH | SOLE | 113,600 | 0 | 0 | ||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 3,344 | 11,300 | SH | SOLE | 11,300 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 1,422 | 4,500 | SH | SOLE | 4,500 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 160,583 | 709,509 | SH | SOLE | 709,509 | 0 | 0 | ||
| DISNEY WALT CO | COM DISNEY | 254687106 | 2,169 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| DAQO NEW ENERGY CORP | SPNSRD ADR NEW | 23703Q203 | 1,509 | 29,486 | SH | SOLE | 29,486 | 0 | 0 | ||
| NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 81,177 | 669,501 | SH | SOLE | 669,501 | 0 | 0 | ||
| ERICSSON | ADR B SEK 10 | 294821608 | 2,690 | 306,400 | SH | SOLE | 306,400 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 10,779 | 158,700 | SH | SOLE | 158,700 | 0 | 0 | ||
| LUMENTUM HLDGS INC | COM | 55024U109 | 1,660 | 20,933 | SH | SOLE | 20,933 | 0 | 0 | ||
| MELCO RESORTS AND ENTMT LTD | ADR | 585464100 | 4,152 | 171,800 | SH | SOLE | 171,800 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 6,293 | 117,009 | SH | SOLE | 117,009 | 0 | 0 | ||
| NIKE INC | CL B | 654106103 | 1,510 | 14,900 | SH | SOLE | 14,900 | 0 | 0 | ||
| NVIDIA CORP | COM | 67066G104 | 1,318 | 5,600 | SH | SOLE | 5,600 | 0 | 0 | ||
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 1,278 | 6,200 | SH | SOLE | 6,200 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 1,277 | 14,470 | SH | SOLE | 14,470 | 0 | 0 | ||
| QUDIAN INC | ADR | 747798106 | 982 | 208,500 | SH | SOLE | 208,500 | 0 | 0 | ||
| QORVO INC | COM | 74736K101 | 1,162 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | 73,803 | 1,531,194 | SH | SOLE | 1,531,194 | 0 | 0 | ||
| TENCENT MUSIC ENTMT GROUP | SPON ADS | 88034P109 | 2,167 | 45,006 | SH | SOLE | 45,006 | 0 | 0 | ||
| WESTERN DIGITAL CORP | COM | 958102105 | 2,551 | 40,200 | SH | SOLE | 40,200 | 0 | 0 | ||
| ZTO EXPRESS CAYMAN INC | SPONSORED ADS A | 98980A105 | 41,923 | 1,795,404 | SH | SOLE | 1,795,404 | 0 | 0 | ||