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 |
AbbVie Inc | COM | 00287Y109 | 4,738 | 35,300 | SH | SOLE | 35,300 | 0 | 0 | ||
Alibaba Group Holding Ltd | SPONSORED ADS | 01609W102 | 14,910 | 186,400 | SH | SOLE | 186,400 | 0 | 0 | ||
Amazon.com Inc | COM | 023135106 | 6,034 | 53,400 | SH | SOLE | 53,400 | 0 | 0 | ||
American Express Co | COM | 025816109 | 5,969 | 44,248 | SH | SOLE | 44,248 | 0 | 0 | ||
Antero Resources Corp | COM | 03674X106 | 4,372 | 143,200 | SH | SOLE | 143,200 | 0 | 0 | ||
Citigroup Inc | COM NEW | 172967424 | 12,236 | 293,650 | SH | SOLE | 293,650 | 0 | 0 | ||
Deckers Outdoor Corp | COM | 243537107 | 1,813 | 5,800 | SH | SOLE | 5,800 | 0 | 0 | ||
Eli Lilly & Co | COM | 532457108 | 7,343 | 22,710 | SH | SOLE | 22,710 | 0 | 0 | ||
EQT Corp | COM | 26884L109 | 868 | 21,300 | SH | SOLE | 21,300 | 0 | 0 | ||
Full Truck Alliance Co Ltd | SPONSORED ADS | 35969L108 | 1,385 | 211,500 | SH | SOLE | 211,500 | 0 | 0 | ||
GDS Holdings Ltd | SPONSORED ADS | 36165L108 | 1,904 | 107,800 | SH | SOLE | 107,800 | 0 | 0 | ||
Intuitive Surgical Inc | COM NEW | 46120E602 | 4,536 | 24,200 | SH | SOLE | 24,200 | 0 | 0 | ||
JD.com Inc | SPON ADR CL A | 47215P106 | 1,816 | 36,100 | SH | SOLE | 36,100 | 0 | 0 | ||
KE Holdings Inc | SPONSORED ADS | 482497104 | 1,035 | 59,100 | SH | SOLE | 59,100 | 0 | 0 | ||
Las Vegas Sands Corp | COM | 517834107 | 1,932 | 51,500 | SH | SOLE | 51,500 | 0 | 0 | ||
Lululemon Athletica Inc | COM | 550021109 | 3,576 | 12,791 | SH | SOLE | 12,791 | 0 | 0 | ||
M&T Bank Corp | COM | 55261F104 | 8,247 | 46,771 | SH | SOLE | 46,771 | 0 | 0 | ||
Micron Technology Inc | COM | 595112103 | 1,999 | 39,900 | SH | SOLE | 39,900 | 0 | 0 | ||
Netflix Inc | COM | 64110L106 | 2,095 | 8,900 | SH | SOLE | 8,900 | 0 | 0 | ||
Pinduoduo Inc | SPONSORED ADS | 722304102 | 1,020 | 16,300 | SH | SOLE | 16,300 | 0 | 0 | ||
QUALCOMM Inc | COM | 747525103 | 938 | 8,300 | SH | SOLE | 8,300 | 0 | 0 | ||
Sherwin-Williams Co/The | COM | 824348106 | 3,399 | 16,600 | SH | SOLE | 16,600 | 0 | 0 | ||
Starbucks Corp | COM | 855244109 | 12,302 | 146,000 | SH | SOLE | 146,000 | 0 | 0 | ||
TAL Education Group | SPONSORED ADS | 874080104 | 780 | 157,800 | SH | SOLE | 157,800 | 0 | 0 | ||
Tesla Inc | COM | 88160R101 | 955 | 3,600 | SH | SOLE | 3,600 | 0 | 0 | ||
Thermo Fisher Scientific Inc | COM | 883556102 | 5,467 | 10,779 | SH | SOLE | 10,779 | 0 | 0 | ||
Trip.com Group Ltd | ADS | 89677Q107 | 2,474 | 90,600 | SH | SOLE | 90,600 | 0 | 0 | ||
Walt Disney Co/The | COM | 254687106 | 3,519 | 37,300 | SH | SOLE | 37,300 | 0 | 0 | ||
ZTO Express Cayman Inc | SPONSORED ADS A | 98980A105 | 1,000 | 41,600 | SH | SOLE | 41,600 | 0 | 0 |