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 |
| ALPHABET INC | CAP STK CL A | 02079K305 | 8,873 | 4,302 | SH | SOLE | 4,302 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 20,155 | 9,743 | SH | SOLE | 9,743 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 18,772 | 6,067 | SH | SOLE | 6,067 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 25,150 | 188,251 | SH | SOLE | 188,251 | 0 | 0 | ||
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 1,605 | 2,600 | SH | SOLE | 2,600 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 19,580 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 21,176 | 45,672 | SH | SOLE | 45,672 | 0 | 0 | ||
| CANADA GOOSE HLDGS INC | SHS SUB VTG | 135086106 | 7,562 | 192,654 | SH | SOLE | 192,654 | 0 | 0 | ||
| CANADIAN SOLAR INC | COM | 136635109 | 1,742 | 35,092 | SH | SOLE | 35,092 | 0 | 0 | ||
| CISCO SYS INC | COM | 17275R102 | 16,848 | 325,813 | SH | SOLE | 325,813 | 0 | 0 | ||
| CREE INC | COM | 225447101 | 4,479 | 41,422 | SH | SOLE | 41,422 | 0 | 0 | ||
| DAQO NEW ENERGY CORP | SPNSRD ADS NEW | 23703Q203 | 24,184 | 320,312 | SH | SOLE | 320,312 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 7,403 | 25,134 | SH | SOLE | 25,134 | 0 | 0 | ||
| GSX TECHEDU INC | SPONSORED ADS | 36257Y109 | 16,240 | 479,326 | SH | SOLE | 479,326 | 0 | 0 | ||
| HH&L ACQUISITION CO | UNIT 99/99/9999 | G39714111 | 15,150 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| JD.COM INC | SPON ADR CL A | 47215P106 | 126,652 | 1,501,866 | SH | SOLE | 1,501,866 | 0 | 0 | ||
| KLA CORP | COM NEW | 482480100 | 983 | 2,976 | SH | SOLE | 2,976 | 0 | 0 | ||
| LAM RESEARCH CORP | COM | 512807108 | 6,310 | 10,600 | SH | SOLE | 10,600 | 0 | 0 | ||
| LAUDER ESTEE COS INC | CL A | 518439104 | 46,499 | 159,874 | SH | SOLE | 159,874 | 0 | 0 | ||
| MARVELL TECHNOLOGY GROUP LTD | ORD | G5876H105 | 13,793 | 281,600 | SH | SOLE | 281,600 | 0 | 0 | ||
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 466 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 17,259 | 195,661 | SH | SOLE | 195,661 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 9,317 | 39,516 | SH | SOLE | 39,516 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 534 | 1,000 | SH | SOLE | 1,000 | 0 | 0 | ||
| NXP SEMICONDUCTORS N V | COM | N6596X109 | 19,440 | 96,551 | SH | SOLE | 96,551 | 0 | 0 | ||
| PINDUODUO INC | SPONSORED ADS | 722304102 | 298,990 | 2,233,272 | SH | SOLE | 2,233,272 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | 18,501 | 80,690 | SH | SOLE | 80,690 | 0 | 0 | ||
| WESTERN DIGITAL CORP. | COM | 958102105 | 7,284 | 109,118 | SH | SOLE | 109,118 | 0 | 0 | ||
| WORKDAY INC | CL A | 98138H101 | 20,716 | 83,386 | SH | SOLE | 83,386 | 0 | 0 | ||
| YATSEN HLDG LTD | ADS | 985194109 | 21,827 | 1,767,390 | SH | SOLE | 1,767,390 | 0 | 0 | ||
| ZTO EXPRESS CAYMAN INC | SPONSORED ADS A | 98980A105 | 58,856 | 2,019,071 | SH | SOLE | 2,019,071 | 0 | 0 | ||