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 | 3,602,881 | 40,900 | SH | SOLE | 40,900 | 0 | 0 | ||
LAM RESEARCH CORP | COM | 512807108 | 8,589,671 | 20,437 | SH | SOLE | 20,437 | 0 | 0 | ||
NETEASE INC | SPONSORED ADS | 64110W102 | 1,459,863 | 20,100 | SH | SOLE | 20,100 | 0 | 0 | ||
NORTHROP GRUMMAN CORP | COM | 666807102 | 2,837,172 | 5,200 | SH | SOLE | 5,200 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 8,609,618 | 61,700 | SH | SOLE | 61,700 | 0 | 0 | ||
SANMINA CORPORATION | COM | 801056102 | 613,003 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | ||
SYNOPSYS INC | COM | 871607107 | 2,777,823 | 8,700 | SH | SOLE | 8,700 | 0 | 0 | ||
ULTA BEAUTY INC | COM | 90384S303 | 5,910,282 | 12,600 | SH | SOLE | 12,600 | 0 | 0 |