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
ALBEMARLE CORP COM 012653101 12,569 57,400 SH   SOLE   57,400 0 0
ALPHABET INC CAP STK CL A 02079K305 11,702 4,377 SH   SOLE   4,377 0 0
ALPHABET INC CAP STK CL C 02079K107 2,953 1,108 SH   SOLE   1,108 0 0
AMAZON COM INC COM 023135106 23,403 7,124 SH   SOLE   7,124 0 0
ANALOG DEVICES INC COM 032654105 502 3,000 SH   SOLE   3,000 0 0
APPLE INC COM 037833100 21,218 149,952 SH   SOLE   149,952 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 1,953 2,621 SH   SOLE   2,621 0 0
COUPA SOFTWARE INC COM 22266L106 12,230 55,800 SH   SOLE   55,800 0 0
CS DISCO INC COM 126327105 575 12,000 SH   SOLE   12,000 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203 399 7,000 SH   SOLE   7,000 0 0
DOCUSIGN INC COM 256163106 5,081 19,737 SH   SOLE   19,737 0 0
DOORDASH INC CL A 25809K105 16,389 79,565 SH   SOLE   79,565 0 0
ELASTIC N V ORD SHS N14506104 1,192 8,000 SH   SOLE   8,000 0 0
FACEBOOK INC CL A 30303M102 3,190 9,400 SH   SOLE   9,400 0 0
FERROGLOBE PLC SHS G33856108 10,003 1,149,800 SH   SOLE   1,149,800 0 0
FIVE9 INC COM 338307101 12,990 81,319 SH   SOLE   81,319 0 0
HH&L ACQUISITION CO SHS CL A G39714103 14,580 1,500,000 SH   SOLE   1,500,000 0 0
JD.COM INC SPON ADR CL A 47215P106 7,715 106,800 SH   SOLE   106,800 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 5,451 119,000 SH   SOLE   119,000 0 0
LITHIUM AMERS CORP NEW COM NEW 53680Q207 1,786 80,000 SH   SOLE   80,000 0 0
LIVENT CORP COM 53814L108 2,866 124,000 SH   SOLE   124,000 0 0
MARVELL TECHNOLOGY INC COM 573874104 422 7,000 SH   SOLE   7,000 0 0
MICROSOFT CORP COM 594918104 10,408 36,920 SH   SOLE   36,920 0 0
NVIDIA CORPORATION COM 67066G104 9,550 46,100 SH   SOLE   46,100 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 435 5,000 SH   SOLE   5,000 0 0
PINDUODUO INC SPONSORED ADS 722304102 18,328 202,144 SH   SOLE   202,144 0 0
SALESFORCE COM INC COM 79466L302 13,720 50,585 SH   SOLE   50,585 0 0
SEA LTD SPONSORD ADS 81141R100 107,667 337,800 SH   SOLE   337,800 0 0
SNOWFLAKE INC CL A 833445109 4,494 14,858 SH   SOLE   14,858 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 3,008 56,000 SH   SOLE   56,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 5,560 49,800 SH   SOLE   49,800 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109 5,870 809,657 SH   SOLE   809,657 0 0
TESLA INC COM 88160R101 1,706 2,200 SH   SOLE   2,200 0 0
THE BEAUTY HEALTH COMPANY COM CL A 88331L108 5,430 209,086 SH   SOLE   209,086 0 0
UBER TECHNOLOGIES INC COM 90353T100 20,261 452,258 SH   SOLE   452,258 0 0
WORKDAY INC CL A 98138H101 500 2,000 SH   SOLE   2,000 0 0
XILINX INC COM 983919101 13,246 87,725 SH   SOLE   87,725 0 0
XPENG INC ADS 98422D105 8,137 228,954 SH   SOLE   228,954 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 1,754 28,671 SH   SOLE   28,671 0 0