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 |
MICROSOFT ORD | COM | 594918104 | 7,092 | 30,449 | SH | SOLE | 30,449 | 0 | 0 | ||
AMAZON COM ORD | COM | 023135106 | 7,227 | 63,959 | SH | SOLE | 63,959 | 0 | 0 | ||
TAIWAN SEMICONDUCTOR MNFTG ADR 5 ORD | SPONSORED ADS | 874039100 | 12,164 | 177,416 | SH | SOLE | 177,416 | 0 | 0 | ||
QUALCOMM ORD | COM | 747525103 | 6,109 | 54,075 | SH | SOLE | 54,075 | 0 | 0 | ||
TESLA ORD | COM | 88160R101 | 7,515 | 28,333 | SH | SOLE | 28,333 | 0 | 0 | ||
DAQO NEW ENERGY ADR REP 5 ORD | SPNSRD ADS NEW | 23703Q203 | 20,378 | 383,906 | SH | SOLE | 383,906 | 0 | 0 | ||
ENPHASE ENERGY ORD | COM | 29355A107 | 9,691 | 34,927 | SH | SOLE | 34,927 | 0 | 0 | ||
ALPHABET CL C ORD | CAP STK CL C | 02079K107 | 5,700 | 59,286 | SH | SOLE | 59,286 | 0 | 0 | ||
PINDUODUO ADR REP 4 ORD | SPONSORED ADS | 722304102 | 102,082 | 1,631,217 | SH | SOLE | 1,631,217 | 0 | 0 | ||
UBER TECHNOLOGIES ORD | COM | 90353T100 | 5,176 | 195,303 | SH | SOLE | 195,303 | 0 | 0 | ||
CROWDSTRIKE HOLDINGS CL A ORD | CL A | 22788C105 | 4,054 | 24,596 | SH | SOLE | 24,596 | 0 | 0 | ||
DATADOG CL A ORD | CL A COM | 23804L103 | 9,922 | 111,761 | SH | SOLE | 111,761 | 0 | 0 | ||
ZOOMINFO TECHNOLOGIES ORD | COM CL A | 98980F104 | 5,435 | 130,469 | SH | SOLE | 130,469 | 0 | 0 | ||
SHIFT4 PAYMENTS CL A ORD | CL A | 82452J109 | 16,302 | 365,436 | SH | SOLE | 365,436 | 0 | 0 | ||
AIRBNB CL A ORD | COM CL A | 009066101 | 10,989 | 104,620 | SH | SOLE | 104,620 | 0 | 0 |