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
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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
ACACIA COMMUNICATIONS INC COM 00401C108 22,767 396,984 SH   SOLE   396,984 0 0
ADVANCED MICRO DEVICES INC COM 007903107 102,370 4,011,374 SH   SOLE   4,011,374 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 86,146 472,160 SH   SOLE   472,160 0 0
ALPHABET INC CAP STK CL A 02079K305 7,532 6,400 SH   SOLE   6,400 0 0
AMAZON COM INC COM 023135106 25,189 14,145 SH   SOLE   14,145 0 0
ANALOG DEVICES INC COM 032654105 5,969 56,700 SH   SOLE   56,700 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 1,467 7,800 SH   SOLE   7,800 0 0
BROADCOM INC COM 11135F101 18,376 61,109 SH   SOLE   61,109 0 0
CISCO SYS INC COM 17275R102 21,202 392,700 SH   SOLE   392,700 0 0
CREE INC COM 225447101 8,506 148,647 SH   SOLE   148,647 0 0
CTRIP COM INTL LTD SPONSORED ADS 22943F100 82,490 1,888,068 SH   SOLE   1,888,068 0 0
FACEBOOK INC CL A 30303M102 31,969 191,788 SH   SOLE   191,788 0 0
INTEL CORP COM 458140100 859 16,000 SH   SOLE   16,000 0 0
LYFT INC CL A COM 55087P104 1,566 20,000 SH   SOLE   20,000 0 0
MAXLINEAR INC COM 57776J100 17,327 678,689 SH   SOLE   678,689 0 0
MICROSOFT CORP COM 594918104 44,982 381,400 SH   SOLE   381,400 0 0
MONGODB INC CL A 60937P106 2,514 17,100 SH   SOLE   17,100 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 9,829 109,100 SH   SOLE   109,100 0 0
NOKIA CORP SPONSORED ADR 654902204 1,430 250,000 SH   SOLE   250,000 0 0
PINDUODUO INC SPONSORED ADS 722304102 94,282 3,801,676 SH   SOLE   3,801,676 0 0
PUXIN LTD ADS 74704P108 1,451 209,364 SH   SOLE   209,364 0 0
SERVICENOW INC COM 81762P102 5,373 21,800 SH   SOLE   21,800 0 0
SINA CORP ORD G81477104 67,060 1,132,012 SH   SOLE   1,132,012 0 0
TESLA INC COM 88160R101 42,289 151,106 SH   SOLE   151,106 0 0
TWILIO INC CL A 90138F102 9,766 75,600 SH   SOLE   75,600 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 10,425 68,206 SH   SOLE   68,206 0 0
UP FINTECH HLDG LTD SPONSORED ADS 91531W106 647 50,000 SH   SOLE   50,000 0 0
XILINX INC COM 983919101 102,281 806,694 SH   SOLE   806,694 0 0
ZENDESK INC COM 98936J101 2,482 29,200 SH   SOLE   29,200 0 0
ZSCALER INC COM 98980G102 2,639 37,200 SH   SOLE   37,200 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105 62,902 3,441,030 SH   SOLE   3,441,030 0 0