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
ADVANCED MICRO DEVICES INC COM 007903107 2,390 16,607 SH   SOLE   16,607 0 0
ALBEMARLE CORP COM 012653101 13,418 57,400 SH   SOLE   57,400 0 0
AMAZON COM INC COM 023135106 8,503 2,550 SH   SOLE   2,550 0 0
AMBARELLA INC SHS G037AX101 203 1,000 SH   SOLE   1,000 0 0
BILL COM HLDGS INC COM 090043100 30,178 121,122 SH   SOLE   121,122 0 0
BOEING CO COM 097023105 372 1,850 SH   SOLE   1,850 0 0
COUPA SOFTWARE INC COM 22266L106 790 5,000 SH   SOLE   5,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 20,741 101,300 SH   SOLE   101,300 0 0
CS DISCO INC COM 126327105 429 12,000 SH   SOLE   12,000 0 0
DATADOG INC CL A COM 23804L103 3,580 20,100 SH   SOLE   20,100 0 0
DOCUSIGN INC COM 256163106 7,456 48,950 SH   SOLE   48,950 0 0
DOORDASH INC CL A 25809K105 18,226 122,404 SH   SOLE   122,404 0 0
ELASTIC N V ORD SHS N14506104 9,801 79,621 SH   SOLE   79,621 0 0
FERROGLOBE PLC SHS G33856108 7,140 1,149,800 SH   SOLE   1,149,800 0 0
HH&L ACQUISITION CO SHS CL A G39714103 14,595 1,500,000 SH   SOLE   1,500,000 0 0
II-VI INC COM 902104108 37,799 553,185 SH   SOLE   553,185 0 0
IPG PHOTONICS CORP COM 44980X109 5,685 33,028 SH   SOLE   33,028 0 0
JINKOSOLAR HLDG CO LTD SPONSORED ADR 47759T100 7,431 161,674 SH   SOLE   161,674 0 0
KE HLDGS INC SPONSORED ADS 482497104 213 10,600 SH   SOLE   10,600 0 0
LAM RESEARCH CORP COM 512807108 503 700 SH   SOLE   700 0 0
LITHIUM AMERS CORP NEW COM NEW 53680Q207 2,330 80,000 SH   SOLE   80,000 0 0
LIVENT CORP COM 53814L108 3,023 124,000 SH   SOLE   124,000 0 0
MARVELL TECHNOLOGY INC COM 573874104 6,598 75,409 SH   SOLE   75,409 0 0
MICROCHIP TECHNOLOGY INC. COM 595017104 7,801 89,600 SH   SOLE   89,600 0 0
MICROSOFT CORP COM 594918104 7,902 23,494 SH   SOLE   23,494 0 0
MONGODB INC CL A 60937P106 17,455 32,974 SH   SOLE   32,974 0 0
NETEASE INC SPONSORED ADS 64110W102 45,835 450,337 SH   SOLE   450,337 0 0
NOKIA CORP SPONSORED ADR 654902204 13,371 2,149,700 SH   SOLE   2,149,700 0 0
NVIDIA CORPORATION COM 67066G104 14,224 48,362 SH   SOLE   48,362 0 0
NXP SEMICONDUCTORS N V COM N6596X109 40,346 177,127 SH   SOLE   177,127 0 0
ON SEMICONDUCTOR CORP COM 682189105 30,098 443,135 SH   SOLE   443,135 0 0
PALO ALTO NETWORKS INC COM 697435105 11,748 21,100 SH   SOLE   21,100 0 0
QUALCOMM INC COM 747525103 549 3,000 SH   SOLE   3,000 0 0
SEA LTD SPONSORD ADS 81141R100 22,091 98,749 SH   SOLE   98,749 0 0
SNOWFLAKE INC CL A 833445109 5,177 15,283 SH   SOLE   15,283 0 0
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 833635105 2,824 56,000 SH   SOLE   56,000 0 0
SPLUNK INC COM 848637104 347 3,000 SH   SOLE   3,000 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 41,194 842,764 SH   SOLE   842,764 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 43,188 358,972 SH   SOLE   358,972 0 0
TARGET CORP COM 87612E106 5,207 22,500 SH   SOLE   22,500 0 0
TESLA INC COM 88160R101 12,364 11,700 SH   SOLE   11,700 0 0
THE BEAUTY HEALTH COMPANY COM CL A 88331L108 5,052 209,086 SH   SOLE   209,086 0 0
TWILIO INC CL A 90138F102 12,197 46,317 SH   SOLE   46,317 0 0
UBER TECHNOLOGIES INC COM 90353T100 22,282 531,399 SH   SOLE   531,399 0 0
WOLFSPEED INC COM 977852102 32,623 291,876 SH   SOLE   291,876 0 0
XILINX INC COM 983919101 38,198 180,154 SH   SOLE   180,154 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 5,111 79,613 SH   SOLE   79,613 0 0
ZSCALER INC COM 98980G102 11,080 34,483 SH   SOLE   34,483 0 0