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 |
ACM RESEARCH INC | COM CL A | 00108J109 | 16,781 | 206,531 | SH | SOLE | 206,531 | 0 | 0 | ||
ALTICE USA INC | CL A | 02156K103 | 22,692 | 599,197 | SH | SOLE | 599,197 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 19,749 | 109,000 | SH | SOLE | 109,000 | 0 | 0 | ||
FARFETCH LTD | ORD SH CL A | 30744W107 | 20,313 | 318,336 | SH | SOLE | 318,336 | 0 | 0 | ||
FUTU HLDGS LTD | SPON ADS CL A | 36118L106 | 3,435 | 75,089 | SH | SOLE | 75,089 | 0 | 0 | ||
HUAZHU GROUP LTD | SPONSORED ADS | 44332N106 | 13,957 | 309,960 | SH | SOLE | 309,960 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 21,539 | 286,500 | SH | SOLE | 286,500 | 0 | 0 | ||
NIKE INC | CL B | 654106103 | 11,558 | 81,700 | SH | SOLE | 81,700 | 0 | 0 | ||
RINGCENTRAL INC | CL A | 76680R206 | 8,944 | 23,600 | SH | SOLE | 23,600 | 0 | 0 | ||
SEA LTD | SPONSORD ADS | 81141R100 | 11,007 | 55,300 | SH | SOLE | 55,300 | 0 | 0 | ||
SPLUNK INC | COM | 848637104 | 12,668 | 74,565 | SH | SOLE | 74,565 | 0 | 0 | ||
SQUARE INC | CL A | 852234103 | 12,198 | 56,048 | SH | SOLE | 56,048 | 0 | 0 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 10,937 | 100,300 | SH | SOLE | 100,300 | 0 | 0 | ||
TWILIO INC | CL A | 90138F102 | 11,864 | 35,050 | SH | SOLE | 35,050 | 0 | 0 | ||
VARONIS SYS INC | COM | 922280102 | 24,202 | 147,922 | SH | SOLE | 147,922 | 0 | 0 | ||
YATSEN HLDG LTD | ADS | 985194109 | 2,550 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
ZOOMINFO TECHNOLOGIES INC | COM CL A | 98980F104 | 11,265 | 233,563 | SH | SOLE | 233,563 | 0 | 0 |