The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 20,520 261,400 SH   SOLE   261,400 0 0
AIRBNB INC COM CL A 009066101 3,727 19,829 SH   SOLE   19,829 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 66,831 294,759 SH   SOLE   294,759 0 0
AMAZON COM INC COM 023135106 47,850 15,465 SH   SOLE   15,465 0 0
BAIDU INC SPON ADR REP A 056752108 69,479 319,371 SH   SOLE   319,371 0 0
BILL COM HLDGS INC COM 090043100 20,705 142,300 SH   SOLE   142,300 0 0
C3 AI INC CL A 12468P104 2,502 37,955 SH   SOLE   37,955 0 0
DATADOG INC CL A COM 23804L103 35,519 426,197 SH   SOLE   426,197 0 0
DISNEY WALT CO COM 254687106 57,675 312,566 SH   SOLE   312,566 0 0
DOCUSIGN INC COM 256163106 19,253 95,100 SH   SOLE   95,100 0 0
FACEBOOK INC CL A 30303M102 34,931 118,600 SH   SOLE   118,600 0 0
MICROSOFT CORP COM 594918104 29,858 126,640 SH   SOLE   126,640 0 0
NETFLIX INC COM 64110L106 16,896 32,389 SH   SOLE   32,389 0 0
ATLASSIAN CORP PLC CL A G06242104 28,439 134,935 SH   SOLE   134,935 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581107 4,032 288,000 SH   SOLE   288,000 0 0
ROBLOX CORP CL A 771049103 46,567 718,300 SH   SOLE   718,300 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203 23,571 686,595 SH   SOLE   686,595 0 0
NVIDIA CORPORATION COM 67066G104 13,829 25,900 SH   SOLE   25,900 0 0
OKTA INC CL A 679295105 13,005 59,000 SH   SOLE   59,000 0 0
PAGERDUTY INC COM 69553P100 2,868 71,300 SH   SOLE   71,300 0 0
PAYPAL HLDGS INC COM 70450Y103 10,588 43,600 SH   SOLE   43,600 0 0
SALESFORCE COM INC COM 79466L302 37,942 179,082 SH   SOLE   179,082 0 0
SERVICENOW INC COM 81762P102 31,722 63,431 SH   SOLE   63,431 0 0
SITIME CORP COM 82982T106 7,829 79,400 SH   SOLE   79,400 0 0
SMARTSHEET INC COM CL A 83200N103 42,518 665,175 SH   SOLE   665,175 0 0
SNOWFLAKE INC CL A 833445109 19,293 84,146 SH   SOLE   84,146 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 7,371 192,300 SH   SOLE   192,300 0 0
UBER TECHNOLOGIES INC COM 90353T100 9,894 181,514 SH   SOLE   181,514 0 0
UNIVERSAL DISPLAY CORP COM 91347P105 35,160 148,500 SH   SOLE   148,500 0 0
VELODYNE LIDAR INC COM 92259F101 2,701 236,900 SH   SOLE   236,900 0 0
YELP INC CL A 985817105 11,959 306,634 SH   SOLE   306,634 0 0