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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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   93,560,829 1,062,105 SH   SOLE   1,062,105 0 0
ALTERYX INC COM CL A 02156B103   4,387,617 86,592 SH   SOLE   86,592 0 0
AMAZON COM INC COM 023135106   14,036,484 167,101 SH   SOLE   167,101 0 0
ATOUR LIFESTYLE HOLDINGS LTD SPONSORED ADS 04965M106   11,010,880 608,000 SH   SOLE   608,000 0 0
BLOCK INC CL A 852234103   677,415 10,780 SH   SOLE   10,780 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   36,806,622 2,765,336 SH   SOLE   2,765,336 0 0
CVS HEALTH CORP COM 126650100   666,868 7,156 SH   SOLE   7,156 0 0
DISNEY WALT CO COM 254687106   12,673,272 145,871 SH   SOLE   145,871 0 0
DOMINOS PIZZA INC COM 25754A201   13,288,943 38,363 SH   SOLE   38,363 0 0
DOORDASH INC CL A 25809K105   2,870,665 58,801 SH   SOLE   58,801 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   1,382,896 18,535 SH   SOLE   18,535 0 0
ELASTIC N V ORD SHS N14506104   7,308,365 141,910 SH   SOLE   141,910 0 0
ENDEAVOR GROUP HLDGS INC CL A COM 29260Y109   3,124,585 138,624 SH   SOLE   138,624 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108   6,509,548 315,691 SH   SOLE   315,691 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106   2,231,759 52,611 SH   SOLE   52,611 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   12,994,464 48,800 SH Put SOLE   48,800 0 0
JD.COM INC SPON ADR CL A 47215P106   31,069,302 553,524 SH   SOLE   553,524 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106   3,720,601 182,651 SH   SOLE   182,651 0 0
LAS VEGAS SANDS CORP COM 517834107   3,684,133 76,641 SH   SOLE   76,641 0 0
MARVELL TECHNOLOGY INC COM 573874104   3,118,027 84,180 SH   SOLE   84,180 0 0
NETEASE INC SPONSORED ADS 64110W102   16,995,420 234,000 SH   SOLE   234,000 0 0
NETFLIX INC COM 64110L106   6,472,321 21,949 SH   SOLE   21,949 0 0
NVIDIA CORPORATION COM 67066G104   2,554,966 17,483 SH   SOLE   17,483 0 0
OKTA INC CL A 679295105   2,033,842 29,765 SH   SOLE   29,765 0 0
PAYPAL HLDGS INC COM 70450Y103   5,185,528 72,810 SH   SOLE   72,810 0 0
PFIZER INC COM 717081103   1,913,558 37,345 SH   SOLE   37,345 0 0
SEA LTD SPONSORD ADS 81141R100   1,902,217 36,560 SH   SOLE   36,560 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   18,662,584 48,800 SH Put SOLE   48,800 0 0
SPDR SER TR S&P OILGAS EXP 78468R556   15,897,960 117,000 SH Put SOLE   117,000 0 0
TWILIO INC CL A 90138F102   2,691,625 54,976 SH   SOLE   54,976 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   1,372,797 5,833 SH   SOLE   5,833 0 0
YUM CHINA HLDGS INC COM 98850P109   875,766 16,025 SH   SOLE   16,025 0 0
ZOETIS INC CL A 98978V103   736,853 5,028 SH   SOLE   5,028 0 0