The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | 26,001 | 276,816 | SH | SOLE | 276,816 | 0 | 0 | ||
| AIRBNB INC | COM CL A | 009066101 | 22,515 | 147,024 | SH | SOLE | 147,024 | 0 | 0 | ||
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 65,027 | 286,742 | SH | SOLE | 286,742 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 53,230 | 15,473 | SH | SOLE | 15,473 | 0 | 0 | ||
| BAIDU INC | SPON ADR REP A | 056752108 | 64,377 | 315,727 | SH | SOLE | 315,727 | 0 | 0 | ||
| BILL COM HLDGS INC | COM | 090043100 | 15,589 | 85,100 | SH | SOLE | 85,100 | 0 | 0 | ||
| C3 AI INC | CL A | 12468P104 | 10,893 | 174,198 | SH | SOLE | 174,198 | 0 | 0 | ||
| DATADOG INC | CL A COM | 23804L103 | 33,059 | 317,627 | SH | SOLE | 317,627 | 0 | 0 | ||
| DISNEY WALT CO | COM | 254687106 | 47,541 | 270,475 | SH | SOLE | 270,475 | 0 | 0 | ||
| DOCUSIGN INC | COM | 256163106 | 29,364 | 105,031 | SH | SOLE | 105,031 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 41,468 | 119,259 | SH | SOLE | 119,259 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 33,187 | 122,508 | SH | SOLE | 122,508 | 0 | 0 | ||
| NETFLIX INC | COM | 64110L106 | 5,791 | 10,963 | SH | SOLE | 10,963 | 0 | 0 | ||
| ATLASSIAN CORP PLC | CL A | G06242104 | 27,478 | 106,977 | SH | SOLE | 106,977 | 0 | 0 | ||
| NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581107 | 26,572 | 3,244,483 | SH | SOLE | 3,244,483 | 0 | 0 | ||
| ROBLOX CORP | CL A | 771049103 | 55,056 | 611,872 | SH | SOLE | 611,872 | 0 | 0 | ||
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 | 24,252 | 672,929 | SH | SOLE | 672,929 | 0 | 0 | ||
| OKTA INC | CL A | 679295105 | 17,128 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| PAGERDUTY INC | COM | 69553P100 | 3,036 | 71,300 | SH | SOLE | 71,300 | 0 | 0 | ||
| SALESFORCE COM INC | COM | 79466L302 | 44,046 | 180,317 | SH | SOLE | 180,317 | 0 | 0 | ||
| SERVICENOW INC | COM | 81762P102 | 34,447 | 62,682 | SH | SOLE | 62,682 | 0 | 0 | ||
| SITIME CORP | COM | 82982T106 | 11,436 | 90,340 | SH | SOLE | 90,340 | 0 | 0 | ||
| SMARTSHEET INC | COM CL A | 83200N103 | 47,277 | 653,713 | SH | SOLE | 653,713 | 0 | 0 | ||
| SNOWFLAKE INC | CL A | 833445109 | 26,100 | 107,942 | SH | SOLE | 107,942 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 9,097 | 181,514 | SH | SOLE | 181,514 | 0 | 0 | ||
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | 39,461 | 177,489 | SH | SOLE | 177,489 | 0 | 0 | ||
| VELODYNE LIDAR INC | COM | 92259F101 | 5,270 | 495,300 | SH | SOLE | 495,300 | 0 | 0 | ||
| YELP INC | CL A | 985817105 | 11,347 | 283,954 | SH | SOLE | 283,954 | 0 | 0 | ||