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 | 15,259,888 | 84,547 | SH | SOLE | 84,547 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 7,172,811 | 39,765 | SH | SOLE | 39,765 | 0 | 0 | ||
BROADCOM INC | COM | 11135F101 | 15,997,699 | 12,070 | SH | SOLE | 12,070 | 0 | 0 | ||
KANZHUN LIMITED | SPONSORED ADS | 48553T106 | 8,161,039 | 465,547 | SH | SOLE | 465,547 | 0 | 0 | ||
CANAAN INC | SPONSORED ADS | 134748102 | 1,222,992 | 804,600 | SH | SOLE | 804,600 | 0 | 0 | ||
CONFLUENT INC | CLASS A COM | 20717M103 | 2,833,385 | 92,837 | SH | SOLE | 92,837 | 0 | 0 | ||
COINBASE GLOBAL INC | COM CL A | 19260Q107 | 51,624,432 | 194,721 | SH | SOLE | 194,721 | 0 | 0 | ||
SALESFORCE INC | COM | 79466L302 | 2,088,683 | 6,935 | SH | SOLE | 6,935 | 0 | 0 | ||
DATADOG INC | CL A COM | 23804L103 | 2,103,672 | 17,020 | SH | SOLE | 17,020 | 0 | 0 | ||
DELL TECHNOLOGIES INC | CL C | 24703L202 | 2,524,684 | 22,125 | SH | SOLE | 22,125 | 0 | 0 | ||
DYNATRACE INC | COM NEW | 268150109 | 1,907,105 | 41,066 | SH | SOLE | 41,066 | 0 | 0 | ||
NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581206 | 15,911,415 | 183,269 | SH | SOLE | 183,269 | 0 | 0 | ||
ELASTIC N V | ORD SHS | N14506104 | 2,021,841 | 20,170 | SH | SOLE | 20,170 | 0 | 0 | ||
EATON CORP PLC | SHS | G29183103 | 6,459,969 | 20,660 | SH | SOLE | 20,660 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 4,361,413 | 58,795 | SH | SOLE | 58,795 | 0 | 0 | ||
FUTU HLDGS LTD | SPON ADS CL A | 36118L106 | 6,552,150 | 121,000 | SH | SOLE | 121,000 | 0 | 0 | ||
GE VERNOVA LLC | COM | 36828A101 | 4,307,625 | 31,500 | SH | SOLE | 31,500 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 4,761,842 | 31,550 | SH | SOLE | 31,550 | 0 | 0 | ||
GLOBAL PMTS INC | COM | 37940X102 | 2,997,994 | 22,430 | SH | SOLE | 22,430 | 0 | 0 | ||
GITLAB INC | CLASS A COM | 37637K108 | 1,587,062 | 27,213 | SH | SOLE | 27,213 | 0 | 0 | ||
HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | 1,590,381 | 89,700 | SH | SOLE | 89,700 | 0 | 0 | ||
HESAI GROUP | SPONSORED ADS | 428050108 | 864,754 | 170,900 | SH | SOLE | 170,900 | 0 | 0 | ||
ISHARES TR | EXPANDED TECH | 464287515 | 682,160 | 8,000 | SH | Call | SOLE | 8,000 | 0 | 0 | |
INFORMATICA INC | COM CL A | 45674M101 | 2,487,800 | 71,080 | SH | SOLE | 71,080 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 10,544,370 | 21,715 | SH | SOLE | 21,715 | 0 | 0 | ||
MONDAY COM LTD | SHS | M7S64H106 | 1,498,647 | 6,635 | SH | SOLE | 6,635 | 0 | 0 | ||
MODINE MFG CO | COM | 607828100 | 4,434,902 | 46,590 | SH | SOLE | 46,590 | 0 | 0 | ||
MONOLITHIC PWR SYS INC | COM | 609839105 | 3,200,810 | 4,725 | SH | SOLE | 4,725 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 7,137,515 | 16,965 | SH | SOLE | 16,965 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 1,325,051 | 1,738 | SH | SOLE | 1,738 | 0 | 0 | ||
NETEASE INC | SPONSORED ADS | 64110W102 | 6,797,979 | 65,700 | SH | SOLE | 65,700 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 9,803,626 | 10,850 | SH | SOLE | 10,850 | 0 | 0 | ||
NVENT ELECTRIC PLC | SHS | G6700G107 | 4,449,354 | 59,010 | SH | SOLE | 59,010 | 0 | 0 | ||
PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 25,354,125 | 218,100 | SH | SOLE | 218,100 | 0 | 0 | ||
POWELL INDS INC | COM | 739128106 | 3,934,168 | 27,647 | SH | SOLE | 27,647 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 1,915,914 | 28,600 | SH | SOLE | 28,600 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 2,539,500 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
SEA LTD | SPONSORD ADS | 81141R100 | 7,717,590 | 143,690 | SH | SOLE | 143,690 | 0 | 0 | ||
SMARTSHEET INC | COM CL A | 83200N103 | 1,237,852 | 32,152 | SH | SOLE | 32,152 | 0 | 0 | ||
SYNOPSYS INC | COM | 871607107 | 14,527,530 | 25,420 | SH | SOLE | 25,420 | 0 | 0 | ||
SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | 16,197,679 | 174,075 | SH | SOLE | 174,075 | 0 | 0 | ||
TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | 12,562,180 | 1,106,800 | SH | SOLE | 1,106,800 | 0 | 0 | ||
INVESCO EXCH TRADED FD TR II | SOLAR ETF | 46138G706 | 181,480 | 4,000 | SH | Call | SOLE | 4,000 | 0 | 0 | |
TERADYNE INC | COM | 880770102 | 4,066,957 | 36,045 | SH | SOLE | 36,045 | 0 | 0 | ||
TENCENT MUSIC ENTMT GROUP | SPON ADS | 88034P109 | 3,860,550 | 345,000 | SH | SOLE | 345,000 | 0 | 0 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 32,522,889 | 239,051 | SH | SOLE | 239,051 | 0 | 0 | ||
TWILIO INC | CL A | 90138F102 | 1,186,310 | 19,400 | SH | SOLE | 19,400 | 0 | 0 | ||
UNITY SOFTWARE INC | COM | 91332U101 | 2,962,499 | 110,955 | SH | SOLE | 110,955 | 0 | 0 | ||
VERTIV HOLDINGS CO | COM CL A | 92537N108 | 37,978,755 | 465,027 | SH | SOLE | 465,027 | 0 | 0 | ||
WESTERN DIGITAL CORP. | COM | 958102105 | 13,717,946 | 201,025 | SH | SOLE | 201,025 | 0 | 0 | ||
FULL TRUCK ALLIANCE CO LTD | SPONSORED ADS | 35969L108 | 6,782,910 | 933,000 | SH | SOLE | 933,000 | 0 | 0 |