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 |
| BAIDU INC | SPON ADR REP A | 056752108 | 415 | 3,138 | SH | SOLE | 3,138 | 0 | 0 | ||
| BLOCK INC | CL A | 852234103 | 1,958 | 14,441 | SH | SOLE | 14,441 | 0 | 0 | ||
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 | 65,983 | 4,332,468 | SH | SOLE | 4,332,468 | 0 | 0 | ||
| DINGDONG CAYMAN LTD | ADS | 25445D101 | 656 | 184,720 | SH | SOLE | 184,720 | 0 | 0 | ||
| DOCUSIGN INC | COM | 256163106 | 5,348 | 49,928 | SH | SOLE | 49,928 | 0 | 0 | ||
| DOMO INC | COM CL B | 257554105 | 10,827 | 214,097 | SH | SOLE | 214,097 | 0 | 0 | ||
| DOORDASH INC | CL A | 25809K105 | 2,160 | 18,435 | SH | SOLE | 18,435 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 19,118 | 214,927 | SH | SOLE | 214,927 | 0 | 0 | ||
| FREEPORT-MCMORAN INC | CL B | 35671D857 | 1,311 | 26,366 | SH | SOLE | 26,366 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 981 | 19,795 | SH | SOLE | 19,795 | 0 | 0 | ||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 121,415 | 334,900 | SH | Put | SOLE | 334,900 | 0 | 0 | |
| ISHARES TR | CHINA LG-CAP ETF | 464287184 | 368 | 11,504 | SH | SOLE | 11,504 | 0 | 0 | ||
| KANZHUN LIMITED | SPONSORED ADS | 48553T106 | 9,585 | 384,781 | SH | SOLE | 384,781 | 0 | 0 | ||
| KE HLDGS INC | SPONSORED ADS | 482497104 | 8,063 | 651,853 | SH | SOLE | 651,853 | 0 | 0 | ||
| LI AUTO INC | SPONSORED ADS | 50202M102 | 9,754 | 377,908 | SH | SOLE | 377,908 | 0 | 0 | ||
| MAGNACHIP SEMICONDUCTOR CORP | COM | 55933J203 | 1,968 | 116,380 | SH | SOLE | 116,380 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 7,584 | 43,151 | SH | SOLE | 43,151 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 862 | 12,014 | SH | SOLE | 12,014 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 26,986 | 87,529 | SH | SOLE | 87,529 | 0 | 0 | ||
| MOODYS CORP | COM | 615369105 | 1,025 | 3,037 | SH | SOLE | 3,037 | 0 | 0 | ||
| MSCI INC | COM | 55354G100 | 985 | 1,958 | SH | SOLE | 1,958 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 1,344 | 4,926 | SH | SOLE | 4,926 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 994 | 2,423 | SH | SOLE | 2,423 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 7,057 | 58,908 | SH | SOLE | 58,908 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 5,179 | 7,662 | SH | SOLE | 7,662 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 11,291 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 5,530 | 5,132 | SH | SOLE | 5,132 | 0 | 0 | ||
| TRANSDIGM GROUP INC | COM | 893641100 | 14,092 | 21,629 | SH | SOLE | 21,629 | 0 | 0 | ||
| VALENS SEMICONDUCTOR LTD | ORDINARY SHARES | M9607U115 | 345 | 65,556 | SH | SOLE | 65,556 | 0 | 0 | ||
| VANECK ETF TRUST | VANECK VIETNAM | 92189F817 | 2,230 | 118,187 | SH | SOLE | 118,187 | 0 | 0 | ||
| YUM CHINA HLDGS INC | COM | 98850P109 | 29,602 | 712,603 | SH | SOLE | 712,603 | 0 | 0 | ||
| ZOOMINFO TECHNOLOGIES INC | COM CL A | 98980F104 | 2,881 | 48,230 | SH | SOLE | 48,230 | 0 | 0 | ||