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 |
ADVANCED MICRO DEVICES INC | COM | 007903107 | 47,430,146 | 461,293 | SH | SOLE | 461,293 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 4,654,305 | 35,300 | SH | SOLE | 35,300 | 0 | 0 | ||
ARM HOLDINGS PLC | SPONSORED ADR | 042068205 | 19,832,532 | 370,563 | SH | SOLE | 370,563 | 0 | 0 | ||
COHERENT CORP | COM | 19247G107 | 44,261,080 | 1,356,038 | SH | SOLE | 1,356,038 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 13,194,940 | 162,800 | SH | SOLE | 162,800 | 0 | 0 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 3,886,536 | 26,800 | SH | SOLE | 26,800 | 0 | 0 | ||
MARVELL TECHNOLOGY INC | COM | 573874104 | 38,594,690 | 713,000 | SH | SOLE | 713,000 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 10,673,907 | 156,900 | SH | SOLE | 156,900 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 3,811,103 | 12,070 | SH | SOLE | 12,070 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 162,338,268 | 373,200 | SH | SOLE | 373,200 | 0 | 0 | ||
SUPER MICRO COMPUTER INC | COM | 86800U104 | 10,557,470 | 38,500 | SH | SOLE | 38,500 | 0 | 0 | ||
TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | 22,658,264 | 2,487,186 | SH | SOLE | 2,487,186 | 0 | 0 | ||
UNITY SOFTWARE INC | COM | 91332U101 | 5,898,181 | 187,900 | SH | SOLE | 187,900 | 0 | 0 | ||
WELLS FARGO CO NEW | COM | 949746101 | 3,767,292 | 92,200 | SH | SOLE | 92,200 | 0 | 0 | ||
WESTERN DIGITAL CORP. | COM | 958102105 | 19,310,297 | 423,193 | SH | SOLE | 423,193 | 0 | 0 | ||
WOLFSPEED INC | COM | 977852102 | 10,119,360 | 265,600 | SH | SOLE | 265,600 | 0 | 0 |