The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 |
ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 20,101,670 | 52,162 | SH | SOLE | 52,162 | 0 | 0 | ||
ADVANCED MICRO DEVICES INC | COM | 007903107 | 23,185,540 | 236,563 | SH | SOLE | 236,563 | 0 | 0 | ||
ALTERYX INC | COM CL A | 02156B103 | 441,065 | 7,496 | SH | SOLE | 7,496 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 1,549,350 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
BAIDU INC | SPON ADR REP A | 056752108 | 8,677,900 | 57,500 | SH | SOLE | 57,500 | 0 | 0 | ||
BLOCK INC | CL A | 852234103 | 6,889,096 | 100,351 | SH | SOLE | 100,351 | 0 | 0 | ||
DAQO NEW ENERGY CORP | SPNSRD ADS NEW | 23703Q203 | 53,606,179 | 1,144,453 | SH | SOLE | 1,144,453 | 0 | 0 | ||
DYNATRACE INC | COM NEW | 268150109 | 1,019,811 | 24,109 | SH | SOLE | 24,109 | 0 | 0 | ||
GUIDEWIRE SOFTWARE INC | COM | 40171V100 | 518,146 | 6,315 | SH | SOLE | 6,315 | 0 | 0 | ||
HUBSPOT INC | COM | 443573100 | 917,096 | 2,139 | SH | SOLE | 2,139 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 48,641,926 | 229,508 | SH | SOLE | 229,508 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 53,233,730 | 184,647 | SH | SOLE | 184,647 | 0 | 0 | ||
MONGODB INC | CL A | 60937P106 | 1,585,682 | 6,802 | SH | SOLE | 6,802 | 0 | 0 | ||
NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581206 | 38,405,135 | 994,694 | SH | SOLE | 994,694 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 36,448,702 | 131,219 | SH | SOLE | 131,219 | 0 | 0 | ||
OKTA INC | CL A | 679295105 | 26,461,795 | 306,839 | SH | SOLE | 306,839 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 32,258,210 | 161,501 | SH | SOLE | 161,501 | 0 | 0 | ||
PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 151,768,198 | 1,999,581 | SH | SOLE | 1,999,581 | 0 | 0 | ||
PROSHARES TR II | SHT VIX ST TRM | 74347W130 | 6,212,310 | 97,448 | SH | SOLE | 97,448 | 0 | 0 | ||
SALESFORCE INC | COM | 79466L302 | 4,540,200 | 22,726 | SH | SOLE | 22,726 | 0 | 0 | ||
SHOPIFY INC | CL A | 82509L107 | 3,122,332 | 65,130 | SH | SOLE | 65,130 | 0 | 0 | ||
SNOWFLAKE INC | CL A | 833445109 | 3,309,366 | 21,449 | SH | SOLE | 21,449 | 0 | 0 | ||
TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | 7,259,504 | 1,132,528 | SH | SOLE | 1,132,528 | 0 | 0 | ||
TERADATA CORP DEL | COM | 88076W103 | 243,251 | 6,039 | SH | SOLE | 6,039 | 0 | 0 | ||
TESLA INC | COM | 88160R101 | 13,318,932 | 64,200 | SH | SOLE | 64,200 | 0 | 0 | ||
TRIP COM GROUP LTD | ADS | 89677Q107 | 71,836,916 | 1,907,006 | SH | SOLE | 1,907,006 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 38,759,685 | 1,222,703 | SH | SOLE | 1,222,703 | 0 | 0 | ||
WORKDAY INC | CL A | 98138H101 | 4,073,382 | 19,722 | SH | SOLE | 19,722 | 0 | 0 | ||
ZSCALER INC | COM | 98980G102 | 2,362,887 | 20,225 | SH | SOLE | 20,225 | 0 | 0 |