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 |
|
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 | 41,222,653 | 228,393 | SH | SOLE | 228,393 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 6,302,556 | 87,100 | SH | SOLE | 87,100 | 0 | 0 | ||
ARM HOLDINGS PLC | SPONSORED ADR | 042068205 | 22,048,236 | 176,400 | SH | SOLE | 176,400 | 0 | 0 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 17,759,601 | 18,300 | SH | SOLE | 18,300 | 0 | 0 | ||
BROADCOM INC | COM | 11135F101 | 20,676,396 | 15,600 | SH | SOLE | 15,600 | 0 | 0 | ||
CADENCE DESIGN SYSTEM INC | COM | 127387108 | 85,602,000 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
COHERENT CORP | COM | 19247G107 | 27,401,695 | 452,024 | SH | SOLE | 452,024 | 0 | 0 | ||
COINBASE GLOBAL INC | COM CL A | 19260Q107 | 6,336,368 | 23,900 | SH | SOLE | 23,900 | 0 | 0 | ||
DAQO NEW ENERGY CORP | SPNSRD ADS NEW | 23703Q203 | 10,370,460 | 368,400 | SH | SOLE | 368,400 | 0 | 0 | ||
DELL TECHNOLOGIES INC | CL C | 24703L202 | 15,398,688 | 134,946 | SH | SOLE | 134,946 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 19,920,208 | 162,800 | SH | SOLE | 162,800 | 0 | 0 | ||
FUTU HLDGS LTD | SPON ADS CL A | 36118L106 | 50,560,505 | 933,712 | SH | SOLE | 933,712 | 0 | 0 | ||
GITLAB INC | CLASS A COM | 37637K108 | 3,639,168 | 62,400 | SH | SOLE | 62,400 | 0 | 0 | ||
LUMENTUM HLDGS INC | COM | 55024U109 | 69,742,241 | 1,472,909 | SH | SOLE | 1,472,909 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 5,078,090 | 12,070 | SH | SOLE | 12,070 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 38,491,656 | 42,600 | SH | SOLE | 42,600 | 0 | 0 | ||
PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 4,325,663 | 37,210 | SH | SOLE | 37,210 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 10,174,930 | 60,100 | SH | SOLE | 60,100 | 0 | 0 | ||
SYNOPSYS INC | COM | 871607107 | 82,810,350 | 144,900 | SH | SOLE | 144,900 | 0 | 0 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 83,902,035 | 616,700 | SH | SOLE | 616,700 | 0 | 0 | ||
TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | 23,706,859 | 2,088,710 | SH | SOLE | 2,088,710 | 0 | 0 | ||
UNIVERSAL DISPLAY CORP | COM | 91347P105 | 25,613,665 | 152,055 | SH | SOLE | 152,055 | 0 | 0 | ||
WESTERN DIGITAL CORP. | COM | 958102105 | 90,850,027 | 1,331,331 | SH | SOLE | 1,331,331 | 0 | 0 | ||
WOLFSPEED INC | COM | 977852102 | 27,182,097 | 921,427 | SH | SOLE | 921,427 | 0 | 0 | ||
YUM CHINA HLDGS INC | COM | 98850P109 | 4,738,989 | 119,100 | SH | SOLE | 119,100 | 0 | 0 |