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 |
| ACACIA COMMUNICATIONS INC | COM | 00401C108 | 15,558 | 329,899 | SH | SOLE | 329,899 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 4,870 | 160,355 | SH | SOLE | 160,355 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 217,656 | 1,284,486 | SH | SOLE | 1,284,486 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | 5,556 | 21,400 | SH | SOLE | 21,400 | 0 | 0 | ||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 5,226 | 25,135 | SH | SOLE | 25,135 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 11,464 | 87,618 | SH | SOLE | 87,618 | 0 | 0 | ||
| BILIBILI INC | SPONS ADS REP Z | 090040106 | 846 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 8,866 | 30,800 | SH | SOLE | 30,800 | 0 | 0 | ||
| CREE INC | COM | 225447101 | 6,022 | 107,200 | SH | SOLE | 107,200 | 0 | 0 | ||
| CTRIP COM INTL LTD | SPONSORED ADS | 22943F100 | 67,831 | 1,837,731 | SH | SOLE | 1,837,731 | 0 | 0 | ||
| DEXCOM INC | COM | 252131107 | 6,158 | 41,100 | SH | SOLE | 41,100 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 2,992 | 15,500 | SH | SOLE | 15,500 | 0 | 0 | ||
| GLOBANT S A | COM | L44385109 | 1,796 | 17,775 | SH | SOLE | 17,775 | 0 | 0 | ||
| LUMENTUM HLDGS INC | COM | 55024U109 | 15,561 | 291,347 | SH | SOLE | 291,347 | 0 | 0 | ||
| MAXLINEAR INC | COM | 57776J100 | 8,858 | 377,896 | SH | SOLE | 377,896 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 1,500 | 11,200 | SH | SOLE | 11,200 | 0 | 0 | ||
| MOMO INC | ADR | 60879B107 | 1,611 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| MONGODB INC | CL A | 60937P106 | 10,043 | 66,036 | SH | SOLE | 66,036 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 1,204 | 3,277 | SH | SOLE | 3,277 | 0 | 0 | ||
| NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 12,468 | 129,100 | SH | SOLE | 129,100 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 5,311 | 43,000 | SH | SOLE | 43,000 | 0 | 0 | ||
| ON SEMICONDUCTOR CORP | COM | 682189105 | 525 | 26,000 | SH | SOLE | 26,000 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 12,232 | 160,800 | SH | SOLE | 160,800 | 0 | 0 | ||
| ROGERS CORP | COM | 775133101 | 9,287 | 53,810 | SH | SOLE | 53,810 | 0 | 0 | ||
| TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | 4,571 | 119,974 | SH | SOLE | 119,974 | 0 | 0 | ||
| TWILIO INC | CL A | 90138F102 | 3,077 | 22,568 | SH | SOLE | 22,568 | 0 | 0 | ||
| VEEVA SYS INC | CL A COM | 922475108 | 4,053 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| ZENDESK INC | COM | 98936J101 | 3,935 | 44,200 | SH | SOLE | 44,200 | 0 | 0 | ||
| ZSCALER INC | COM | 98980G102 | 8,489 | 110,769 | SH | SOLE | 110,769 | 0 | 0 | ||
| ZTO EXPRESS CAYMAN INC | SPONSORED ADS A | 98980A105 | 60,166 | 3,146,770 | SH | SOLE | 3,146,770 | 0 | 0 | ||