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 |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 10,641 | 97,800 | SH | SOLE | 97,800 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 21,207 | 7,593 | SH | SOLE | 7,593 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 24,776 | 7,600 | SH | SOLE | 7,600 | 0 | 0 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 11,889 | 17,800 | SH | SOLE | 17,800 | 0 | 0 | ||
ATLASSIAN CORP PLC | CL A | G06242104 | 10,470 | 35,633 | SH | SOLE | 35,633 | 0 | 0 | ||
BOOKING HOLDINGS INC | COM | 09857L108 | 25,248 | 10,751 | SH | SOLE | 10,751 | 0 | 0 | ||
BURLINGTON STORES INC | COM | 122017106 | 7,684 | 42,179 | SH | SOLE | 42,179 | 0 | 0 | ||
DECKERS OUTDOOR CORP | COM | 243537107 | 10,443 | 38,144 | SH | SOLE | 38,144 | 0 | 0 | ||
DOLLAR TREE INC | COM | 256746108 | 4,316 | 26,948 | SH | SOLE | 26,948 | 0 | 0 | ||
EXPEDIA GROUP INC | COM NEW | 30212P303 | 6,379 | 32,600 | SH | SOLE | 32,600 | 0 | 0 | ||
KLA CORP | COM NEW | 482480100 | 26,977 | 73,695 | SH | SOLE | 73,695 | 0 | 0 | ||
LI AUTO INC | SPONSORED ADS | 50202M102 | 16,943 | 656,468 | SH | SOLE | 656,468 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 12,637 | 20,300 | SH | SOLE | 20,300 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 8,520 | 15,300 | SH | SOLE | 15,300 | 0 | 0 | ||
SILVERGATE CAP CORP | CL A | 82837P408 | 2,296 | 15,251 | SH | SOLE | 15,251 | 0 | 0 | ||
SYNOPSYS INC | COM | 871607107 | 12,298 | 36,900 | SH | SOLE | 36,900 | 0 | 0 | ||
TWILIO INC | CL A | 90138F102 | 4,837 | 29,350 | SH | SOLE | 29,350 | 0 | 0 | ||
ULTA BEAUTY INC | COM | 90384S303 | 13,659 | 34,300 | SH | SOLE | 34,300 | 0 | 0 | ||
VAIL RESORTS INC | COM | 91879Q109 | 8,303 | 31,900 | SH | SOLE | 31,900 | 0 | 0 | ||
VARONIS SYS INC | COM | 922280102 | 6,294 | 132,400 | SH | SOLE | 132,400 | 0 | 0 |