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 |
| 10X GENOMICS INC | CL A COM | 88025U109 | 839 | 18,548 | SH | SOLE | 18,548 | 0 | 0 | ||
| 8X8 INC NEW | COM | 282914100 | 908 | 176,245 | SH | SOLE | 176,245 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 12,145 | 106,834 | SH | SOLE | 106,834 | 0 | 0 | ||
| CLOUDFLARE INC | CL A COM | 18915M107 | 6,262 | 143,120 | SH | SOLE | 143,120 | 0 | 0 | ||
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 | 31,965 | 2,736,750 | SH | SOLE | 2,736,750 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 7,565 | 79,429 | SH | SOLE | 79,429 | 0 | 0 | ||
| DOMO INC | COM CL B | 257554105 | 6,835 | 245,875 | SH | SOLE | 245,875 | 0 | 0 | ||
| DOORDASH INC | CL A | 25809K105 | 5,885 | 91,704 | SH | SOLE | 91,704 | 0 | 0 | ||
| DOUYU INTL HLDGS LTD | SPONSORED ADS | 25985W105 | 232 | 193,322 | SH | SOLE | 193,322 | 0 | 0 | ||
| ELASTIC N V | ORD SHS | N14506104 | 8,674 | 128,185 | SH | SOLE | 128,185 | 0 | 0 | ||
| EURONAV NV | SHS | B38564108 | 2,305 | 193,249 | SH | SOLE | 193,249 | 0 | 0 | ||
| HUAZHU GROUP LTD | SPONSORED ADS | 44332N106 | 1,834 | 48,129 | SH | SOLE | 48,129 | 0 | 0 | ||
| KANZHUN LIMITED | SPONSORED ADS | 48553T106 | 9,603 | 365,420 | SH | SOLE | 365,420 | 0 | 0 | ||
| KE HLDGS INC | SPONSORED ADS | 482497104 | 12,941 | 720,948 | SH | SOLE | 720,948 | 0 | 0 | ||
| LA Z BOY INC | COM | 505336107 | 1,112 | 46,914 | SH | SOLE | 46,914 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 6,164 | 141,614 | SH | SOLE | 162,547 | 0 | 0 | ||
| MERCADOLIBRE INC | COM | 58733R102 | 997 | 1,565 | SH | SOLE | 1,565 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 18,124 | 70,568 | SH | SOLE | 70,568 | 0 | 0 | ||
| MINISO GROUP HLDG LTD | SPONSORED ADS | 66981J102 | 2,748 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| MISTER CAR WASH INC | COM | 60646V105 | 1,051 | 96,600 | SH | Put | SOLE | 96,600 | 0 | 0 | |
| NANOSTRING TECHNOLOGIES INC | COM | 63009R109 | 738 | 58,112 | SH | SOLE | 58,112 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 11,390 | 75,136 | SH | SOLE | 75,136 | 0 | 0 | ||
| PACIFIC BIOSCIENCES CALIF IN | COM | 69404D108 | 733 | 165,844 | SH | SOLE | 165,844 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 3,790 | 54,260 | SH | SOLE | 54,260 | 0 | 0 | ||
| QIAGEN NV | SHS NEW | N72482123 | 970 | 20,551 | SH | SOLE | 20,551 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 7,416 | 110,916 | SH | SOLE | 110,916 | 0 | 0 | ||
| SHOPIFY INC | CL A | 82509L107 | 3,361 | 107,580 | SH | SOLE | 107,580 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 182,891 | 484,800 | SH | Put | SOLE | 484,800 | 0 | 0 | |
| TESLA INC | COM | 88160R101 | 15,124 | 22,459 | SH | SOLE | 22,459 | 0 | 0 | ||
| VANECK ETF TRUST | VANECK VIETNAM | 92189F817 | 1,702 | 118,187 | SH | SOLE | 118,187 | 0 | 0 | ||
| YUM CHINA HLDGS INC | COM | 98850P109 | 165 | 3,410 | SH | SOLE | 3,410 | 0 | 0 | ||