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 |
ARM Holdings PLC | SPONSORED ADS | 042068205 | 1,937,424 | 36,200 | SH | SOLE | 36,200 | 0 | 0 | ||
Alibaba Group Holding Ltd | SPONSORED ADS | 01609W102 | 17,726,707 | 204,366 | SH | SOLE | 204,366 | 0 | 0 | ||
KE Holdings Inc | SPONSORED ADS | 482497104 | 1,409,216 | 90,800 | SH | SOLE | 90,800 | 0 | 0 | ||
Kanzhun Ltd | SPONSORED ADS | 48553T106 | 882,894 | 58,200 | SH | SOLE | 58,200 | 0 | 0 | ||
MINISO Group Holding Ltd | SPONSORED ADS | 66981J102 | 1,667,960 | 64,400 | SH | SOLE | 64,400 | 0 | 0 | ||
Opera Ltd | SPONSORED ADS | 68373M107 | 450,800 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
PDD Holdings Inc | SPONSORED ADS | 722304102 | 5,943,042 | 60,600 | SH | SOLE | 60,600 | 0 | 0 | ||
XPeng Inc | ADS | 98422D105 | 2,590,596 | 141,100 | SH | SOLE | 141,100 | 0 | 0 | ||
Bath & Body Works Inc | COM | 070830104 | 1,318,200 | 39,000 | SH | SOLE | 39,000 | 0 | 0 | ||
Becton Dickinson & Co | COM | 075887109 | 1,784,633 | 6,903 | SH | SOLE | 6,903 | 0 | 0 | ||
Dexcom Inc | COM | 252131107 | 1,390,170 | 14,900 | SH | SOLE | 14,900 | 0 | 0 | ||
FormFactor Inc | COM | 346375108 | 946,874 | 27,100 | SH | SOLE | 27,100 | 0 | 0 | ||
Alphabet Inc | CAP STK CL A | 02079K305 | 10,560,402 | 80,700 | SH | SOLE | 80,700 | 0 | 0 | ||
Intuitive Surgical Inc | COM NEW | 46120E602 | 6,065,602 | 20,752 | SH | SOLE | 20,752 | 0 | 0 | ||
JPMorgan Chase & Co | COM | 46625H100 | 5,177,214 | 35,700 | SH | SOLE | 35,700 | 0 | 0 | ||
Eli Lilly & Co | COM | 532457108 | 8,532,847 | 15,886 | SH | SOLE | 15,886 | 0 | 0 | ||
McDonald's Corp | COM | 580135101 | 3,108,592 | 11,800 | SH | SOLE | 11,800 | 0 | 0 | ||
MetLife Inc | COM | 59156R108 | 2,900,151 | 46,100 | SH | SOLE | 46,100 | 0 | 0 | ||
Meta Platforms Inc | CL A | 30303M102 | 1,981,386 | 6,600 | SH | SOLE | 6,600 | 0 | 0 | ||
Merck & Co Inc | COM | 58933Y105 | 2,292,799 | 22,271 | SH | SOLE | 22,271 | 0 | 0 | ||
Marvell Technology Inc | COM | 573874104 | 1,818,768 | 33,600 | SH | SOLE | 33,600 | 0 | 0 | ||
Microsoft Corp | COM | 594918104 | 4,400,924 | 13,938 | SH | SOLE | 13,938 | 0 | 0 | ||
ServiceNow Inc | COM | 81762P102 | 2,794,800 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
NVIDIA Corp | COM | 67066G104 | 18,258,270 | 41,974 | SH | SOLE | 41,974 | 0 | 0 | ||
ResMed Inc | COM | 761152107 | 1,401,216 | 9,476 | SH | SOLE | 9,476 | 0 | 0 | ||
Stryker Corp | COM | 863667101 | 4,891,533 | 17,900 | SH | SOLE | 17,900 | 0 | 0 | ||
Western Digital Corp | COM | 958102105 | 2,062,476 | 45,200 | SH | SOLE | 45,200 | 0 | 0 | ||
Wells Fargo & Co | COM | 949746101 | 3,742,776 | 91,600 | SH | SOLE | 91,600 | 0 | 0 | ||
West Pharmaceutical Services Inc | COM | 955306105 | 2,926,638 | 7,800 | SH | SOLE | 7,800 | 0 | 0 | ||
Wynn Resorts Ltd | COM | 983134107 | 13,373,852 | 144,723 | SH | SOLE | 144,723 | 0 | 0 | ||
Exxon Mobil Corp | COM | 30231G102 | 11,371,632 | 96,714 | SH | SOLE | 96,714 | 0 | 0 |