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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ARM HOLDINGS PLC SPONSORED ADS 042068205   5,667,306 34,637 SH   SOLE   34,637 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   18,358,004 17,950 SH   SOLE   17,950 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203   987,909 67,665 SH   SOLE   67,665 0 0
IQIYI INC SPONSORED ADS 46267X108   1,044,654 284,647 SH   SOLE   284,647 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100   434,125 20,952 SH   SOLE   20,952 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   1,087,531 8,180 SH   SOLE   8,180 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   134,154,553 771,846 SH   SOLE   771,846 0 0
AIRBNB INC COM CL A 009066101   1,464,443 9,658 SH   SOLE   9,658 0 0
ALBEMARLE CORP COM 012653101   9,906,952 103,716 SH   SOLE   103,716 0 0
ALPHABET INC CAP STK CL A 02079K305   51,792,895 284,342 SH   SOLE   284,342 0 0
AMAZON COM INC COM 023135106   40,767,054 210,955 SH   SOLE   210,955 0 0
APPLE INC COM 037833100   274,161,527 1,301,688 SH   SOLE   1,301,688 0 0
APPLIED MATLS INC COM 038222105   874,579 3,706 SH   SOLE   3,706 0 0
BILL HOLDINGS INC COM 090043100   296,566 5,636 SH   SOLE   5,636 0 0
BOEING CO COM 097023105   928,251 5,100 SH   SOLE   5,100 0 0
BROADCOM INC COM 11135F101   51,434,759 32,036 SH   SOLE   32,036 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   3,701,617 12,028 SH   SOLE   12,028 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   4,188,043 77,542 SH   SOLE   77,542 0 0
D R HORTON INC COM 23331A109   2,914,151 20,678 SH   SOLE   20,678 0 0
DATADOG INC CL A COM 23804L103   699,937 5,397 SH   SOLE   5,397 0 0
DELL TECHNOLOGIES INC CL C 24703L202   910,482 6,602 SH   SOLE   6,602 0 0
DOORDASH INC CL A 25809K105   259,496,213 2,385,514 SH   SOLE   2,385,514 0 0
DUOLINGO INC CL A COM 26603R106   16,868,465 80,838 SH   SOLE   80,838 0 0
ELASTIC N V ORD SHS N14506104   466,461 4,095 SH   SOLE   4,095 0 0
INTELLIA THERAPEUTICS INC COM 45826J105   23,050,997 1,029,982 SH   SOLE   1,029,982 0 0
INTERNATIONAL BUSINESS MACHS COM 459200101   755,619 4,369 SH   SOLE   4,369 0 0
INTUIT COM 461202103   732,789 1,115 SH   SOLE   1,115 0 0
LULULEMON ATHLETICA INC COM 550021109   1,037,983 3,475 SH   SOLE   3,475 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100   1,003,230 9,000 SH   SOLE   9,000 0 0
MARVELL TECHNOLOGY INC COM 573874104   3,096,640 44,301 SH   SOLE   44,301 0 0
META PLATFORMS INC CL A 30303M102   25,780,769 51,130 SH   SOLE   51,130 0 0
MICRON TECHNOLOGY INC COM 595112103   820,484 6,238 SH   SOLE   6,238 0 0
MICROSOFT CORP COM 594918104   65,228,777 145,942 SH   SOLE   145,942 0 0
MONDAY COM LTD SHS M7S64H106   5,872,618 24,392 SH   SOLE   24,392 0 0
MONDELEZ INTL INC CL A 609207105   963,211 14,719 SH   SOLE   14,719 0 0
NVIDIA CORPORATION COM 67066G104   250,589,524 2,028,408 SH   SOLE   2,028,408 0 0
QUALCOMM INC COM 747525103   49,337,284 247,702 SH   SOLE   247,702 0 0
SERVICENOW INC COM 81762P102   3,885,363 4,939 SH   SOLE   4,939 0 0
SHOPIFY INC CL A 82509L107   8,266,752 125,159 SH   SOLE   125,159 0 0
SUPER MICRO COMPUTER INC COM 86800U104   960,278 1,172 SH   SOLE   1,172 0 0
SYNOPSYS INC COM 871607107   7,357,917 12,365 SH   SOLE   12,365 0 0
T-MOBILE US INC COM 872590104   636,715 3,614 SH   SOLE   3,614 0 0
TELADOC HEALTH INC COM 87918A105   1,062,949 108,686 SH   SOLE   108,686 0 0
TESLA INC COM 88160R101   38,545,837 194,794 SH   SOLE   194,794 0 0
UBS GROUP AG SHS H42097107   1,531,265 51,837 SH   SOLE   51,837 0 0
VEEVA SYS INC CL A COM 922475108   3,359,149 18,355 SH   SOLE   18,355 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   2,002 22 SH Put SOLE   22 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   35,030 310 SH Put SOLE   310 0 0
DIREXION SHS ETF TR DRX S&P500BULL 25459W862   16,886,568 115,606 SH   SOLE   115,606 0 0
ISHARES BITCOIN TR SHS 46438F101   2,777,869 81,367 SH   SOLE   81,367 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   2,011,964 77,413 SH   SOLE   77,413 0 0
PROSHARES TR ULTRPRO S&P500 74347X864   12,379,385 161,106 SH   SOLE   161,106 0 0
UNITED STS OIL FD LP UNITS 91232N207   2,271,817 28,544 SH   SOLE   28,544 0 0