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 |
ELASTIC N V | ORD SHS | N14506104 | 1,059,363 | 9,300 | SH | SOLE | 9,300 | 0 | 0 | ||
SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | 9,515,298 | 92,140 | SH | SOLE | 92,140 | 0 | 0 | ||
FLEX LTD | ORD | Y2573F102 | 5,979,392 | 202,760 | SH | SOLE | 202,760 | 0 | 0 | ||
IRIS ENERGY LTD | ORDINARY SHARES | Q4982L109 | 1,658,648 | 146,913 | SH | SOLE | 146,913 | 0 | 0 | ||
BITDEER TECHNOLOGIES GROUP | CL A ORD SHS | G11448100 | 889,183 | 86,665 | SH | SOLE | 86,665 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 5,904,000 | 82,000 | SH | SOLE | 82,000 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 5,209,672 | 28,601 | SH | SOLE | 28,601 | 0 | 0 | ||
OKLO INC | COM CL A | 02156V109 | 3,853,850 | 455,000 | SH | SOLE | 455,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 5,181,033 | 26,810 | SH | SOLE | 26,810 | 0 | 0 | ||
BLOOM ENERGY CORP | COM CL A | 093712107 | 5,194,656 | 424,400 | SH | SOLE | 424,400 | 0 | 0 | ||
BROADCOM INC | COM | 11135F101 | 2,981,469 | 1,857 | SH | SOLE | 1,857 | 0 | 0 | ||
COINBASE GLOBAL INC | COM CL A | 19260Q107 | 30,659,073 | 137,961 | SH | SOLE | 137,961 | 0 | 0 | ||
CONFLUENT INC | CLASS A COM | 20717M103 | 1,354,895 | 45,882 | SH | SOLE | 45,882 | 0 | 0 | ||
CORE SCIENTIFIC INC NEW | COM | 21874A106 | 4,385,480 | 471,557 | SH | SOLE | 471,557 | 0 | 0 | ||
DATADOG INC | CL A COM | 23804L103 | 1,372,120 | 10,580 | SH | SOLE | 10,580 | 0 | 0 | ||
DELL TECHNOLOGIES INC | CL C | 24703L202 | 13,173,853 | 95,525 | SH | SOLE | 95,525 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 2,140,414 | 4,245 | SH | SOLE | 4,245 | 0 | 0 | ||
FIDELITY NATL INFORMATION SV | COM | 31620M106 | 4,607,134 | 61,135 | SH | SOLE | 61,135 | 0 | 0 | ||
FULL TRUCK ALLIANCE CO LTD | SPONSORED ADS | 35969L108 | 3,076,104 | 382,600 | SH | SOLE | 382,600 | 0 | 0 | ||
FUTU HLDGS LTD | SPON ADS CL A | 36118L106 | 2,945,665 | 44,900 | SH | SOLE | 44,900 | 0 | 0 | ||
GAOTU TECHEDU INC | SPONSORED ADS | 36257Y109 | 3,566,220 | 727,800 | SH | SOLE | 727,800 | 0 | 0 | ||
GE VERNOVA INC | COM | 36828A101 | 28,054,920 | 163,576 | SH | SOLE | 163,576 | 0 | 0 | ||
ISHARES TR | EXPANDED TECH | 464287515 | 1,164,094 | 23,413 | SH | SOLE | 23,413 | 0 | 0 | ||
HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | 5,228,990 | 247,000 | SH | SOLE | 247,000 | 0 | 0 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 32,531,569 | 67,900 | SH | Put | SOLE | 67,900 | 0 | 0 | |
KANZHUN LIMITED | SPONSORED ADS | 48553T106 | 7,460,930 | 396,647 | SH | SOLE | 396,647 | 0 | 0 | ||
MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | 2,240,547 | 20,100 | SH | SOLE | 20,100 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 7,560,159 | 16,915 | SH | SOLE | 16,915 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 2,420,152 | 18,400 | SH | SOLE | 18,400 | 0 | 0 | ||
MONGODB INC | CL A | 60937P106 | 1,049,832 | 4,200 | SH | SOLE | 4,200 | 0 | 0 | ||
NETEASE INC | SPONSORED ADS | 64110W102 | 11,966,616 | 125,200 | SH | SOLE | 125,200 | 0 | 0 | ||
NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581206 | 15,388,130 | 197,969 | SH | SOLE | 197,969 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 12,298,407 | 99,550 | SH | SOLE | 99,550 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 21,273,588 | 172,200 | SH | Put | SOLE | 172,200 | 0 | 0 | |
NUSCALE PWR CORP | CL A COM | 67079K100 | 1,169,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 1,659,658 | 28,600 | SH | SOLE | 28,600 | 0 | 0 | ||
PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 8,293,155 | 62,378 | SH | SOLE | 62,378 | 0 | 0 | ||
POWELL INDS INC | COM | 739128106 | 7,529,504 | 52,507 | SH | SOLE | 52,507 | 0 | 0 | ||
RIOT PLATFORMS INC | COM | 767292105 | 3,286,196 | 359,540 | SH | SOLE | 359,540 | 0 | 0 | ||
SEA LTD | SPONSORD ADS | 81141R100 | 12,965,587 | 181,540 | SH | SOLE | 181,540 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 1,367,232 | 1,738 | SH | SOLE | 1,738 | 0 | 0 | ||
SNOWFLAKE INC | CL A | 833445109 | 924,691 | 6,845 | SH | SOLE | 6,845 | 0 | 0 | ||
INVESCO EXCH TRADED FD TR II | SOLAR ETF | 46138G706 | 4,332,037 | 7,280 | SH | SOLE | 7,280 | 0 | 0 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 9,879,882 | 56,843 | SH | SOLE | 56,843 | 0 | 0 | ||
TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | 4,223,186 | 395,800 | SH | SOLE | 395,800 | 0 | 0 | ||
TENCENT MUSIC ENTMT GROUP | SPON ADS | 88034P109 | 4,847,250 | 345,000 | SH | SOLE | 345,000 | 0 | 0 | ||
TERADYNE INC | COM | 880770102 | 4,641,477 | 31,300 | SH | SOLE | 31,300 | 0 | 0 | ||
UNITY SOFTWARE INC | COM | 91332U101 | 1,043,160 | 64,155 | SH | SOLE | 64,155 | 0 | 0 | ||
VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | 24,505,800 | 94,000 | SH | Put | SOLE | 94,000 | 0 | 0 | |
WESTERN DIGITAL CORP. | COM | 958102105 | 12,541,072 | 165,515 | SH | SOLE | 165,515 | 0 | 0 |