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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | 35,682 | 435,196 | SH | SOLE | 435,196 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 29,398 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 53,957 | 17,136 | SH | SOLE | 17,136 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 66,291 | 572,413 | SH | SOLE | 572,413 | 0 | 0 | ||
| ERICSSON | ADR B SEK 10 | 294821608 | 52,589 | 4,829,078 | SH | SOLE | 4,829,078 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 85,740 | 327,376 | SH | SOLE | 327,376 | 0 | 0 | ||
| KE HLDGS INC | SPONSORED ADS | 482497104 | 3,878 | 63,270 | SH | SOLE | 63,270 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 8,613 | 40,948 | SH | SOLE | 40,948 | 0 | 0 | ||
| NETEASE INC | SPONSORED ADS | 64110W102 | 9,093 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| NIO INC | SPON ADS | 62914V106 | 29,538 | 1,391,972 | SH | SOLE | 1,391,972 | 0 | 0 | ||
| NOKIA CORP | SPONSORED ADR | 654902204 | 37,397 | 9,564,472 | SH | SOLE | 9,564,472 | 0 | 0 | ||
| PINDUODUO INC | SPONSORED ADS | 722304102 | 116,468 | 1,570,702 | SH | SOLE | 1,570,702 | 0 | 0 | ||
| ROKU INC | COM CL A | 77543R102 | 34,989 | 185,325 | SH | SOLE | 185,325 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 24,495 | 159,017 | SH | SOLE | 159,017 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 88,732 | 86,740 | SH | SOLE | 86,740 | 0 | 0 | ||
| SKYWORKS SOLUTIONS INC | COM | 83088M102 | 20,752 | 142,628 | SH | SOLE | 142,628 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | 2,510 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| SQUARE INC | CL A | 852234103 | 65,520 | 403,077 | SH | SOLE | 403,077 | 0 | 0 | ||
| TEXAS INSTRS INC | COM | 882508104 | 6,754 | 47,300 | SH | SOLE | 47,300 | 0 | 0 | ||
| THE TRADE DESK INC | COM CL A | 88339J105 | 27,062 | 52,164 | SH | SOLE | 52,164 | 0 | 0 | ||
| UNITED PARCEL SERVICE INC | CL B | 911312106 | 7,853 | 47,127 | SH | SOLE | 47,127 | 0 | 0 | ||
| XPENG INC | ADS | 98422D105 | 81,480 | 4,059,809 | SH | SOLE | 4,059,809 | 0 | 0 | ||
| ZAI LAB LTD | ADR | 98887Q104 | 655 | 7,874 | SH | SOLE | 7,874 | 0 | 0 | ||
| ZTO EXPRESS CAYMAN INC | SPONSORED ADS A | 98980A105 | 34,191 | 1,142,748 | SH | SOLE | 1,142,748 | 0 | 0 | ||