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
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 1,577 147,200 SH   SOLE   147,200 0 0
ACM RESEARCH INC COM CL A 00108J109 4,070 65,270 SH   SOLE   65,270 0 0
ADVANCED MICRO DEVICES INC COM 007903107 3,641 69,200 SH   SOLE   69,200 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 53,889 249,834 SH   SOLE   249,834 0 0
AMAZON COM INC COM 023135106 4 1,400 SH   SOLE   1,400 0 0
APPLE INC COM 037833100 5,034 13,800 SH   SOLE   13,800 0 0
APPLIED MATLS INC COM 038222105 2,563 42,400 SH   SOLE   42,400 0 0
BILIBILI INC SPONS ADS REP Z 090040106 36,695 606,216 SH   SOLE   606,216 0 0
COLUMBIA SPORTSWEAR CO COM 198516106 1 6,699 SH   SOLE   6,699 0 0
DAQO NEW ENERGY CORP SPNSRD ADR NEW 23703Q203 12,636 170,206 SH   SOLE   170,206 0 0
DISNEY WALT CO COM DISNEY 254687106 1,570 14,080 SH   SOLE   14,080 0 0
DOUYU INTERNATIONAL HLDNGS L SPONSORED ADS 25985W105 1,312 113,700 SH   SOLE   113,700 0 0
DRAFTKINGS INC COM CL A 26142R104 4,660 140,100 SH   SOLE   140,100 0 0
ETSY INC COM 29786A106 2,252 21,200 SH   SOLE   21,200 0 0
FERRARI N V COM N3167Y103 0 1,800 SH   SOLE   1,800 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 1,689 21,200 SH   SOLE   21,200 0 0
GSX TECHEDU INC SPONSORED ADS 36257Y109 12,738 212,344 SH   SOLE   212,344 0 0
INPHI CORP COM 45772F107 1 6,800 SH   SOLE   6,800 0 0
JD.COM INC SPON ADR CL A 47215P106 6,054 100,600 SH   SOLE   100,600 0 0
JOYY INC ADS REPSTG COM A 46591M109 2,177 24,588 SH   SOLE   24,588 0 0
KINGSOFT CLOUD HLDGS LTD ADS 49639K101 0 61 SH   SOLE   61 0 0
KLA CORP COM NEW 482480100 2,548 13,100 SH   SOLE   13,100 0 0
LAM RESEARCH CORP COM 512807108 6,857 21,200 SH   SOLE   21,200 0 0
LAUDER ESTEE COS INC CL A 518439104 1 3,400 SH   SOLE   3,400 0 0
LEXINFINTECH HLDGS LTD ADR 528877103 1,435 134,900 SH   SOLE   134,900 0 0
MARVELL TECHNOLOGY GROUP LTD ORD G5876H105 1,560 44,500 SH   SOLE   44,500 0 0
MASTERCARD INCORPORATED CL A 57636Q104 14,194 48,000 SH   SOLE   48,000 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100 5,101 328,686 SH   SOLE   328,686 0 0
MICROSOFT CORP COM 594918104 4,233 20,800 SH   SOLE   20,800 0 0
NIO INC SPON ADS 62914V106 838 108,600 SH   SOLE   108,600 0 0
QORVO INC COM 74736K101 2,884 26,089 SH   SOLE   26,089 0 0
QUALCOMM INC COM 747525103 1,751 19,200 SH   SOLE   19,200 0 0
SKECHERS U S A INC CL A 830566105 0 7,900 SH   SOLE   7,900 0 0
SKYWORKS SOLUTIONS INC COM 83088M102 2,851 22,300 SH   SOLE   22,300 0 0
SQUARE INC CL A 852234103 3,337 31,800 SH   SOLE   31,800 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 49,899 729,741 SH   SOLE   729,741 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 8,420 625,564 SH   SOLE   625,564 0 0
VISA INC COM CL A 92826C839 11,899 61,600 SH   SOLE   61,600 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 5,806 22,900 SH   SOLE   22,900 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105 69,764 1,900,407 SH   SOLE   1,900,407 0 0