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
ADVANCED MICRO DEVICES INC COM 007903107   15,259,888 84,547 SH   SOLE   84,547 0 0
AMAZON COM INC COM 023135106   7,172,811 39,765 SH   SOLE   39,765 0 0
BROADCOM INC COM 11135F101   15,997,699 12,070 SH   SOLE   12,070 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106   8,161,039 465,547 SH   SOLE   465,547 0 0
CANAAN INC SPONSORED ADS 134748102   1,222,992 804,600 SH   SOLE   804,600 0 0
CONFLUENT INC CLASS A COM 20717M103   2,833,385 92,837 SH   SOLE   92,837 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   51,624,432 194,721 SH   SOLE   194,721 0 0
SALESFORCE INC COM 79466L302   2,088,683 6,935 SH   SOLE   6,935 0 0
DATADOG INC CL A COM 23804L103   2,103,672 17,020 SH   SOLE   17,020 0 0
DELL TECHNOLOGIES INC CL C 24703L202   2,524,684 22,125 SH   SOLE   22,125 0 0
DYNATRACE INC COM NEW 268150109   1,907,105 41,066 SH   SOLE   41,066 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   15,911,415 183,269 SH   SOLE   183,269 0 0
ELASTIC N V ORD SHS N14506104   2,021,841 20,170 SH   SOLE   20,170 0 0
EATON CORP PLC SHS G29183103   6,459,969 20,660 SH   SOLE   20,660 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   4,361,413 58,795 SH   SOLE   58,795 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106   6,552,150 121,000 SH   SOLE   121,000 0 0
GE VERNOVA LLC COM 36828A101   4,307,625 31,500 SH   SOLE   31,500 0 0
ALPHABET INC CAP STK CL A 02079K305   4,761,842 31,550 SH   SOLE   31,550 0 0
GLOBAL PMTS INC COM 37940X102   2,997,994 22,430 SH   SOLE   22,430 0 0
GITLAB INC CLASS A COM 37637K108   1,587,062 27,213 SH   SOLE   27,213 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   1,590,381 89,700 SH   SOLE   89,700 0 0
HESAI GROUP SPONSORED ADS 428050108   864,754 170,900 SH   SOLE   170,900 0 0
ISHARES TR EXPANDED TECH 464287515   682,160 8,000 SH Call SOLE   8,000 0 0
INFORMATICA INC COM CL A 45674M101   2,487,800 71,080 SH   SOLE   71,080 0 0
META PLATFORMS INC CL A 30303M102   10,544,370 21,715 SH   SOLE   21,715 0 0
MONDAY COM LTD SHS M7S64H106   1,498,647 6,635 SH   SOLE   6,635 0 0
MODINE MFG CO COM 607828100   4,434,902 46,590 SH   SOLE   46,590 0 0
MONOLITHIC PWR SYS INC COM 609839105   3,200,810 4,725 SH   SOLE   4,725 0 0
MICROSOFT CORP COM 594918104   7,137,515 16,965 SH   SOLE   16,965 0 0
SERVICENOW INC COM 81762P102   1,325,051 1,738 SH   SOLE   1,738 0 0
NETEASE INC SPONSORED ADS 64110W102   6,797,979 65,700 SH   SOLE   65,700 0 0
NVIDIA CORPORATION COM 67066G104   9,803,626 10,850 SH   SOLE   10,850 0 0
NVENT ELECTRIC PLC SHS G6700G107   4,449,354 59,010 SH   SOLE   59,010 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   25,354,125 218,100 SH   SOLE   218,100 0 0
POWELL INDS INC COM 739128106   3,934,168 27,647 SH   SOLE   27,647 0 0
PAYPAL HLDGS INC COM 70450Y103   1,915,914 28,600 SH   SOLE   28,600 0 0
QUALCOMM INC COM 747525103   2,539,500 15,000 SH   SOLE   15,000 0 0
SEA LTD SPONSORD ADS 81141R100   7,717,590 143,690 SH   SOLE   143,690 0 0
SMARTSHEET INC COM CL A 83200N103   1,237,852 32,152 SH   SOLE   32,152 0 0
SYNOPSYS INC COM 871607107   14,527,530 25,420 SH   SOLE   25,420 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   16,197,679 174,075 SH   SOLE   174,075 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104   12,562,180 1,106,800 SH   SOLE   1,106,800 0 0
INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706   181,480 4,000 SH Call SOLE   4,000 0 0
TERADYNE INC COM 880770102   4,066,957 36,045 SH   SOLE   36,045 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109   3,860,550 345,000 SH   SOLE   345,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   32,522,889 239,051 SH   SOLE   239,051 0 0
TWILIO INC CL A 90138F102   1,186,310 19,400 SH   SOLE   19,400 0 0
UNITY SOFTWARE INC COM 91332U101   2,962,499 110,955 SH   SOLE   110,955 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   37,978,755 465,027 SH   SOLE   465,027 0 0
WESTERN DIGITAL CORP. COM 958102105   13,717,946 201,025 SH   SOLE   201,025 0 0
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108   6,782,910 933,000 SH   SOLE   933,000 0 0