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 |
| AIRBNB INC-A | COM | 009066101 | 525,200 | 5,000 | SH | Call | SOLE | 0 | 525,200 | 0 | 0 |
| ANALOG DEVICES | COM | 032654105 | 696,700 | 5,000 | SH | Call | SOLE | 0 | 696,700 | 0 | 0 |
| ADV MICRO DEVICE | COM | 007903107 | 633,600 | 10,000 | SH | Call | SOLE | 0 | 633,600 | 0 | 0 |
| BJ'S WHOLESALE CLUB HOLDINGS | COM | 05550J101 | 582,480 | 8,000 | SH | Call | SOLE | 0 | 582,480 | 0 | 0 |
| CROCS INC | COM | 227046109 | 1,537,984 | 22,400 | SH | Call | SOLE | 0 | 1,537,984 | 0 | 0 |
| CROWDSTRIKE HOLDINGS INC - A | COM | 22788C105 | 494,430 | 3,000 | SH | Call | SOLE | 0 | 494,430 | 0 | 0 |
| DATADOG INC-A | COM | 23804L103 | 532,680 | 6,000 | SH | Call | SOLE | 0 | 532,680 | 0 | 0 |
| ESTEE LAUDER | COM | 518439104 | 1,727,200 | 8,000 | SH | Call | SOLE | 0 | 1,727,200 | 0 | 0 |
| ENPHASE ENERGY | COM | 29355A107 | 1,942,290 | 7,000 | SH | Call | SOLE | 0 | 1,942,290 | 0 | 0 |
| ALPHABET INC | COM | 02079K107 | 6,478,779 | 67,382 | SH | Call | SOLE | 0 | 6,478,779 | 0 | 0 |
| Inmode Ltd | COM | 001159599 | 1,513,720 | 52,000 | SH | Call | SOLE | 0 | 1,513,720 | 0 | 0 |
| LULULEMON ATH | COM | 550021109 | 1,118,240 | 4,000 | SH | Call | SOLE | 0 | 1,118,240 | 0 | 0 |
| Moderna inc | COM | 60770K107 | 3,115,769 | 26,349 | SH | Call | SOLE | 0 | 3,115,769 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 | 13,065,922 | 56,101 | SH | Call | SOLE | 0 | 13,065,922 | 0 | 0 |
| Cloudflare Inc | COM | 18915M107 | 15,431,490 | 279,000 | SH | Call | SOLE | 0 | 15,431,490 | 0 | 0 |
| NVIDIA corp | COM | 67066G104 | 8,661,176 | 71,350 | SH | Call | SOLE | 0 | 8,661,176 | 0 | 0 |
| OLAPLEX HOLDINGS INC | COM | 679369108 | 5,983,437 | 626,538 | SH | Call | SOLE | 0 | 5,983,437 | 0 | 0 |
| ON SEMICONDUCTOR CORP | COM | 682189105 | 623,300 | 10,000 | SH | Call | SOLE | 0 | 623,300 | 0 | 0 |
| PINTEREST INC -A | COM | 72352L106 | 233,000 | 10,000 | SH | Call | SOLE | 0 | 233,000 | 0 | 0 |
| Plug power inc | COM | 72919P202 | 1,269,004 | 60,400 | SH | Call | SOLE | 0 | 1,269,004 | 0 | 0 |
| QuantumScape CORP | COM | 74767V109 | 2,856,877 | 339,700 | SH | Call | SOLE | 0 | 2,856,877 | 0 | 0 |
| SHOPIFY INC - CLASS A | COM | 82509L107 | 5,052,327 | 187,540 | SH | Call | SOLE | 0 | 5,052,327 | 0 | 0 |
| Solid Power Inc | COM | 83422N105 | 861,325 | 163,750 | SH | Call | SOLE | 0 | 861,325 | 0 | 0 |
| SNOWFLAKE INC | COM | 833445109 | 33,688,111 | 198,212 | SH | Call | SOLE | 0 | 33,688,111 | 0 | 0 |
| TAL EDUCATION GROUP-ADR | ADR | 874080104 | 3,060,265 | 619,487 | SH | Call | SOLE | 0 | 3,060,265 | 0 | 0 |
| TESLA INC | COM | 88160R101 | 48,920,057 | 184,430 | SH | Call | SOLE | 0 | 48,920,057 | 0 | 0 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | 1,060,000 | 40,000 | SH | Call | SOLE | 0 | 1,060,000 | 0 | 0 |
| VISA | COM | 92826C839 | 2,309,450 | 13,000 | SH | Call | SOLE | 0 | 2,309,450 | 0 | 0 |
| WOLF WOLFSPEED INC | COM | 977852102 | 1,757,120 | 17,000 | SH | Call | SOLE | 0 | 1,757,120 | 0 | 0 |
| xpeng inc | ADR | 98422d105 | 295,165 | 24,700 | SH | Call | SOLE | 0 | 295,165 | 0 | 0 |
| ZSCALER INC | COM | 98980G102 | 657,480 | 4,000 | SH | Call | SOLE | 0 | 657,480 | 0 | 0 |
| zto express cayman inc | ADR | 98980A105 | 4,974,210 | 207,000 | SH | Call | SOLE | 0 | 4,974,210 | 0 | 0 |