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 |
| ACTIVISION BLIZZARD INC | COM | 00507V109 | 24,562 | 330,400 | SH | SOLE | 330,400 | 0 | 0 | ||
| ALBEMARLE CORP | COM | 012653101 | 6,849 | 25,900 | SH | SOLE | 25,900 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 118,205 | 1,046,064 | SH | SOLE | 1,046,064 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 311 | 700 | SH | SOLE | 700 | 0 | 0 | ||
| COHERENT CORP | COM | 19247G107 | 46,152 | 1,324,291 | SH | SOLE | 1,324,291 | 0 | 0 | ||
| COUPA SOFTWARE INC | COM | 22266L106 | 241 | 4,100 | SH | SOLE | 4,100 | 0 | 0 | ||
| CS DISCO INC | COM | 126327105 | 120 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| DAQO NEW ENERGY CORP | SPNSRD ADS NEW | 23703Q203 | 102,414 | 1,929,432 | SH | SOLE | 1,929,432 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 366 | 4,120 | SH | SOLE | 4,120 | 0 | 0 | ||
| ENPHASE ENERGY INC | COM | 29355A107 | 97,335 | 350,794 | SH | SOLE | 350,794 | 0 | 0 | ||
| FERROGLOBE PLC | SHS | G33856108 | 6,071 | 1,149,800 | SH | SOLE | 1,149,800 | 0 | 0 | ||
| FRONTLINE LTD | SHS NEW | G3682E192 | 2,604 | 238,200 | SH | SOLE | 238,200 | 0 | 0 | ||
| FULL TRUCK ALLIANCE CO LTD | SPONSORED ADS | 35969L108 | 4,670 | 713,000 | SH | SOLE | 713,000 | 0 | 0 | ||
| HH&L ACQUISITION CO | SHS CL A | G39714103 | 14,910 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| ILLUMINA INC | COM | 452327109 | 11,829 | 62,000 | SH | SOLE | 62,000 | 0 | 0 | ||
| INMODE LTD | SHS | M5425M103 | 20,500 | 704,225 | SH | SOLE | 704,225 | 0 | 0 | ||
| JINKOSOLAR HLDG CO LTD | SPONSORED ADR | 47759T100 | 9,952 | 179,674 | SH | SOLE | 179,674 | 0 | 0 | ||
| LUMENTUM HLDGS INC | COM | 55024U109 | 32,405 | 472,587 | SH | SOLE | 472,587 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 132,129 | 567,322 | SH | SOLE | 567,322 | 0 | 0 | ||
| NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581206 | 4,348 | 181,403 | SH | SOLE | 181,403 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 10,544 | 185,400 | SH | SOLE | 185,400 | 0 | 0 | ||
| PINDUODUO INC | SPONSORED ADS | 722304102 | 65,325 | 1,043,864 | SH | SOLE | 1,043,864 | 0 | 0 | ||
| PROSHARES TR II | SHT VIX ST TRM | 74347W130 | 27,337 | 562,596 | SH | SOLE | 562,596 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 226 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | ||
| SCORPIO TANKERS INC | SHS | Y7542C130 | 17,172 | 408,476 | SH | SOLE | 408,476 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | 3,399 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| SOCIEDAD QUIMICA Y MINERA DE | SPON ADR SER B | 833635105 | 10,845 | 119,500 | SH | SOLE | 119,500 | 0 | 0 | ||
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 | 79,930 | 345,329 | SH | SOLE | 345,329 | 0 | 0 | ||
| SPLUNK INC | COM | 848637104 | 226 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 28,147 | 1,062,151 | SH | SOLE | 1,062,151 | 0 | 0 | ||