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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACACIA COMMUNICATIONS INC COM 00401C108 16,905 258,487 SH   SOLE   258,487 0 0
ADVANCED MICRO DEVICES INC COM 007903107 28,438 980,948 SH   SOLE   980,948 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 76,033 454,659 SH   SOLE   454,659 0 0
ALIGN TECHNOLOGY INC COM 016255101 6,512 35,996 SH   SOLE   35,996 0 0
ALTERYX INC COM CL A 02156B103 5,672 52,795 SH   SOLE   52,795 0 0
AMAZON COM INC COM 023135106 6,890 3,969 SH   SOLE   3,969 0 0
APPLE INC COM 037833100 6,563 29,301 SH   SOLE   29,301 0 0
APPLIED MATLS INC COM 038222105 10,103 202,472 SH   SOLE   202,472 0 0
ARISTA NETWORKS INC COM 040413106 932 3,900 SH   SOLE   3,900 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 23,335 93,934 SH   SOLE   93,934 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 10,779 163,125 SH   SOLE   163,125 0 0
COHERENT INC COM 192479103 4,842 31,500 SH   SOLE   31,500 0 0
CREE INC COM 225447101 7,546 154,000 SH   SOLE   154,000 0 0
CTRIP COM INTL LTD SPONSORED ADS 22943F100 14,385 491,134 SH   SOLE   491,134 0 0
DEXCOM INC COM 252131107 4,391 29,421 SH   SOLE   29,421 0 0
ELASTIC N V ORD SHS N14506104 70,662 858,172 SH   SOLE   858,172 0 0
FACEBOOK INC CL A 30303M102 12,828 72,033 SH   SOLE   72,033 0 0
GSX TECHEDU INC SPONSORED ADS 36257Y109 632 41,275 SH   SOLE   41,275 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 924 9,500 SH   SOLE   9,500 0 0
LAM RESEARCH CORP COM 512807108 11,833 51,200 SH   SOLE   51,200 0 0
LAUDER ESTEE COS INC CL A 518439104 36,840 185,174 SH   SOLE   185,174 0 0
LUMENTUM HLDGS INC COM 55024U109 5,903 110,216 SH   SOLE   110,216 0 0
MAXLINEAR INC COM 57776J100 9,244 413,040 SH   SOLE   413,040 0 0
MICROSOFT CORP COM 594918104 2,786 20,037 SH   SOLE   20,037 0 0
MONGODB INC CL A 60937P106 15,754 130,764 SH   SOLE   130,764 0 0
NEW ORIENTAL ED & TECH GRP I SPON ADR 647581107 90,153 813,946 SH   SOLE   813,946 0 0
NXP SEMICONDUCTORS N V COM N6596X109 524 4,800 SH   SOLE   4,800 0 0
PINDUODUO INC SPONSORED ADS 722304102 1,611 50,000 SH   SOLE   50,000 0 0
ROGERS CORP COM 775133101 4,668 34,144 SH   SOLE   34,144 0 0
SILICON LABORATORIES INC COM 826919102 523 4,700 SH   SOLE   4,700 0 0
SINA CORP ORD G81477104 15,651 399,361 SH   SOLE   399,361 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 1,025 53,000 SH   SOLE   53,000 0 0
SYNOPSYS INC COM 871607107 22,248 162,100 SH   SOLE   162,100 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 43,341 932,462 SH   SOLE   932,462 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104 5,494 160,448 SH   SOLE   160,448 0 0
THE TRADE DESK INC COM CL A 88339J105 11,907 63,486 SH   SOLE   63,486 0 0
TWILIO INC CL A 90138F102 5,046 45,888 SH   SOLE   45,888 0 0
WESTERN DIGITAL CORP COM 958102105 18,416 308,794 SH   SOLE   308,794 0 0
ZENDESK INC COM 98936J101 5,897 80,907 SH   SOLE   80,907 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105 62,361 2,923,608 SH   SOLE   2,923,608 0 0