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

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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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 80,990 590,864 SH   SOLE   590,864 0 0
AMAZON COM INC COM 023135106 300 200 SH   SOLE   200 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 309 20,000 SH   SOLE   20,000 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 1,120 7,200 SH   SOLE   7,200 0 0
BILIBILI INC SPONS ADS REP Z 090040106 730 50,000 SH   SOLE   50,000 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 20,553 470,109 SH   SOLE   470,109 0 0
ERICSSON ADR B SEK 10 294821608 22,558 2,543,172 SH   SOLE   2,543,172 0 0
FACEBOOK INC CL A 30303M102 2,399 18,300 SH   SOLE   18,300 0 0
HUAMI CORP SPONSORED ADS 44331K103 2,549 259,306 SH   SOLE   259,306 0 0
INPHI CORP COM 45772F107 1,640 51,000 SH   SOLE   51,000 0 0
MICROSOFT CORP COM 594918104 1,554 15,300 SH   SOLE   15,300 0 0
NEOPHOTONICS CORP COM 64051T100 389 60,000 SH   SOLE   60,000 0 0
NETEASE INC SPONSORED ADR 64110W102 706 3,000 SH   SOLE   3,000 0 0
NETFLIX INC COM 64110L106 214 800 SH   SOLE   800 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 932 17,000 SH   SOLE   17,000 0 0
PAYPAL HLDGS INC COM 70450Y103 6,194 73,659 SH   SOLE   73,659 0 0
PUXIN LTD ADS 74704P108 1,185 200,454 SH   SOLE   200,454 0 0
SINA CORP ORD G81477104 61,458 1,145,755 SH   SOLE   1,145,755 0 0
SOHU COM LTD SPONSORED ADS 83410S108 4,468 256,475 SH   SOLE   256,475 0 0
SPDR GOLD TRUST GOLD SHS 78463V107 3,638 30,000 SH   SOLE   30,000 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103 500 2,000 SH   SOLE   2,000 0 0
VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 1,331 243,752 SH   SOLE   243,752 0 0
XILINX INC COM 983919101 6,679 78,419 SH   SOLE   78,419 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADR 98980A105 52,768 3,333,407 SH   SOLE   3,333,407 0 0