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 | 1,722,882 | 26,600 | SH | SOLE | 26,600 | 0 | 0 | ||
Alibaba Group Holding Ltd | SPONSORED ADS | 01609W102 | 9,196,596 | 104,400 | SH | SOLE | 104,400 | 0 | 0 | ||
American Express Co | COM | 025816109 | 6,189,543 | 41,892 | SH | SOLE | 41,892 | 0 | 0 | ||
Antero Resources Corp | COM | 03674X106 | 1,726,143 | 55,700 | SH | SOLE | 55,700 | 0 | 0 | ||
Baidu Inc | SPON ADR REP A | 056752108 | 2,287,600 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
Danaher Corp | COM | 235851102 | 8,015,684 | 30,200 | SH | SOLE | 30,200 | 0 | 0 | ||
Deckers Outdoor Corp | COM | 243537107 | 1,571,094 | 3,936 | SH | SOLE | 3,936 | 0 | 0 | ||
Eli Lilly & Co | COM | 532457108 | 9,187,340 | 25,113 | SH | SOLE | 25,113 | 0 | 0 | ||
EQT Corp | COM | 26884L109 | 2,182,035 | 64,500 | SH | SOLE | 64,500 | 0 | 0 | ||
Full Truck Alliance Co Ltd | SPONSORED ADS | 35969L108 | 948,000 | 118,500 | SH | SOLE | 118,500 | 0 | 0 | ||
Intuitive Surgical Inc | COM NEW | 46120E602 | 2,175,074 | 8,197 | SH | SOLE | 8,197 | 0 | 0 | ||
iQIYI Inc | SPONSORED ADS | 46267X108 | 1,988,083 | 375,110 | SH | SOLE | 375,110 | 0 | 0 | ||
iShares Expanded Tech-Software Sector ETF | EXPANDED TECH | 464287515 | 959,438 | 3,750 | SH | SOLE | 3,750 | 0 | 0 | ||
JD.com Inc | SPON ADR CL A | 47215P106 | 4,462,335 | 79,500 | SH | SOLE | 79,500 | 0 | 0 | ||
Li Auto Inc | SPONSORED ADS | 50202M102 | 3,306,840 | 162,100 | SH | SOLE | 162,100 | 0 | 0 | ||
Lululemon Athletica Inc | COM | 550021109 | 5,997,193 | 18,719 | SH | SOLE | 18,719 | 0 | 0 | ||
Meta Platforms Inc | CL A | 30303M102 | 2,072,857 | 17,225 | SH | SOLE | 17,225 | 0 | 0 | ||
Mobileye Global Inc | COMMON CLASS A | 60741F104 | 1,696,904 | 48,400 | SH | SOLE | 48,400 | 0 | 0 | ||
Moderna Inc | COM | 60770K107 | 1,077,720 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
NIKE Inc | CL B | 654106103 | 3,133,762 | 26,782 | SH | SOLE | 26,782 | 0 | 0 | ||
NVIDIA Corp | COM | 67066G104 | 7,046,871 | 48,220 | SH | SOLE | 48,220 | 0 | 0 | ||
Pinduoduo Inc | SPONSORED ADS | 722304102 | 4,601,133 | 56,421 | SH | SOLE | 56,421 | 0 | 0 | ||
QUALCOMM Inc | COM | 747525103 | 1,970,784 | 17,926 | SH | SOLE | 17,926 | 0 | 0 | ||
Ralph Lauren Corp | CL A | 751212101 | 1,257,473 | 11,900 | SH | SOLE | 11,900 | 0 | 0 | ||
Sherwin-Williams Co/The | COM | 824348106 | 5,078,862 | 21,400 | SH | SOLE | 21,400 | 0 | 0 | ||
Starbucks Corp | COM | 855244109 | 2,013,760 | 20,300 | SH | SOLE | 20,300 | 0 | 0 | ||
Thermo Fisher Scientific Inc | COM | 883556102 | 6,588,455 | 11,964 | SH | SOLE | 11,964 | 0 | 0 | ||
Vnet Group Inc | SPONSORED ADS A | 90138A103 | 1,149,876 | 202,800 | SH | SOLE | 202,800 | 0 | 0 | ||
Weibo Corp | SPONSORED ADR | 948596101 | 1,460,997 | 76,412 | SH | SOLE | 76,412 | 0 | 0 | ||
Wells Fargo & Co | COM | 949746101 | 1,069,411 | 25,900 | SH | SOLE | 25,900 | 0 | 0 |