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 | 17,528 | 258,487 | SH | SOLE | 258,487 | 0 | 0 | ||
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 3,774 | 82,291 | SH | SOLE | 82,291 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 73,491 | 346,492 | SH | SOLE | 346,492 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 6,953 | 5,200 | SH | SOLE | 5,200 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 11,746 | 8,770 | SH | SOLE | 8,770 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 7,774 | 4,207 | SH | SOLE | 4,207 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 71,574 | 243,739 | SH | SOLE | 243,739 | 0 | 0 | ||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 14,541 | 49,135 | SH | SOLE | 49,135 | 0 | 0 | ||
| BEYOND MEAT INC | COM | 08862E109 | 10,375 | 137,235 | SH | SOLE | 137,235 | 0 | 0 | ||
| COSTCO WHSL CORP NEW | COM | 22160K105 | 13,902 | 47,300 | SH | SOLE | 47,300 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 5,692 | 88,525 | SH | SOLE | 88,525 | 0 | 0 | ||
| GSX TECHEDU INC | SPONSORED ADS | 36257Y109 | 23,092 | 1,056,356 | SH | SOLE | 1,056,356 | 0 | 0 | ||
| LYFT INC | CL A COM | 55087P104 | 16,099 | 374,231 | SH | SOLE | 374,231 | 0 | 0 | ||
| MAXLINEAR INC | COM | 57776J100 | 2,329 | 109,774 | SH | SOLE | 109,774 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 8,348 | 52,939 | SH | SOLE | 52,939 | 0 | 0 | ||
| MONGODB INC | CL A | 60937P106 | 972 | 7,387 | SH | SOLE | 7,387 | 0 | 0 | ||
| NEW ORIENTAL ED & TECH GRP I | SPON ADR | 647581107 | 87,099 | 718,346 | SH | SOLE | 718,346 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 10,766 | 84,600 | SH | SOLE | 84,600 | 0 | 0 | ||
| PINDUODUO INC | SPONSORED ADS | 722304102 | 60,681 | 1,604,468 | SH | SOLE | 1,604,468 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 93,450 | 1,608,436 | SH | SOLE | 1,608,436 | 0 | 0 | ||
| TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | 34,862 | 723,281 | SH | SOLE | 723,281 | 0 | 0 | ||
| TRIP COM GROUP LTD | ADS | 89677Q107 | 738 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 8,362 | 281,167 | SH | SOLE | 281,167 | 0 | 0 | ||
| VIPSHOP HLDGS LTD | SPONSORED ADS A | 92763W103 | 2,126 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| ZTO EXPRESS CAYMAN INC | SPONSORED ADS A | 98980A105 | 63,806 | 2,732,608 | SH | SOLE | 2,732,608 | 0 | 0 | ||