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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE SYSTEMS INCORPORATED COM 00724F101   1,371 2,648 SH   SOLE   2,648 0 0
ADVANCED MICRO DEVICES INC COM 007903107   9,723 59,257 SH   SOLE   59,257 0 0
ALIBABA GROUP HOLDING LTD SPONSORED ADS 01609W102   19,041 179,427 SH   SOLE   179,427 0 0
ALPHABET INC CAP STK CL A 02079K305   1,327 8,000 SH   SOLE   8,000 0 0
AMAZON COM INC COM 023135106   25,910 139,057 SH   SOLE   139,057 0 0
AMGEN INC COM 031162100   503 1,560 SH   SOLE   1,560 0 0
APPLE INC COM 037833100   1,370 5,880 SH   SOLE   5,880 0 0
APPLIED MATLS INC COM 038222105   1,131 5,600 SH   SOLE   5,600 0 0
ARRAY TECHNOLOGIES INC COM SHS 04271T100   1,848 280,000 SH   SOLE   280,000 0 0
ATLASSIAN CORPORATION CL A 049468101   985 6,200 SH   SOLE   6,200 0 0
BLOOM ENERGY CORP COM CL A 093712107   2,112 200,000 SH   SOLE   200,000 0 0
BOEING CO COM 097023105   392 2,575 SH   SOLE   2,575 0 0
BROADCOM INC COM 11135F101   8,983 52,078 SH   SOLE   52,078 0 0
CIENA CORP COM NEW 171779309   1,313 21,320 SH   SOLE   21,320 0 0
CINTAS CORP COM 172908105   618 3,000 SH   SOLE   3,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202   4,184 35,300 SH   SOLE   35,300 0 0
DOLLAR GEN CORP NEW COM 256677105   956 11,300 SH   SOLE   11,300 0 0
DOLLAR TREE INC COM 256746108   914 13,000 SH   SOLE   13,000 0 0
DROPBOX INC CL A 26210C104   2,193 86,228 SH   SOLE   86,228 0 0
DYNATRACE INC COM NEW 268150109   892 16,680 SH   SOLE   16,680 0 0
ELASTIC N.V ORD SHS N14506104   352 4,584 SH   SOLE   4,584 0 0
ENPHASE ENERGY INC COM 29355A107   791 7,000 SH   SOLE   7,000 0 0
F5 INC COM 315616102   790 3,589 SH   SOLE   3,589 0 0
FIRST SOLAR INC COM 336433107   6,686 26,804 SH   SOLE   26,804 0 0
FISERV INC COM 337738108   786 4,377 SH   SOLE   4,377 0 0
FUTU HOLDINGS LTD SPON ADS CL A 36118L106   3,660 38,262 SH   SOLE   38,262 0 0
GEO GROUP INC NEW COM 36162J106   3,855 300,000 SH   SOLE   300,000 0 0
INTEL CORP COM 458140100   847 36,105 SH   SOLE   36,105 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   61,869 126,674 SH   SOLE   126,674 0 0
ISHARES TR 20 YR TR BD ETF 464287432   59,891 610,505 SH   SOLE   610,505 0 0
ISHARES TR RUS 2000 GRW ETF 464287648   876 3,085 SH   SOLE   3,085 0 0
JD.COM INC SPON ADR CL A 47215P106   9,261 231,520 SH   SOLE   231,520 0 0
JINKOSOLAR HOLDING CO. LTD SPONSORED ADR 47759T100   1,261 47,010 SH   SOLE   47,010 0 0
KEURIG DR PEPPER INC COM 49271V100   453 12,000 SH   SOLE   12,000 0 0
KRANESHARES TR CSI CHI INTERNET 500767306   1,361 40,000 SH   SOLE   40,000 0 0
LAM RESEARCH CORP COM 512807108   449 548 SH   SOLE   548 0 0
LI AUTO INC SPONSORED ADS 50202M102   385 15,000 SH   SOLE   15,000 0 0
LULULEMON ATHLETICA INC COM 550021109   1,326 4,887 SH   SOLE   4,887 0 0
LYFT INC CL A COM 55087P104   3,779 296,367 SH   SOLE   296,367 0 0
MARVELL TECHNOLOGY INC COM 573874104   476 6,600 SH   SOLE   6,600 0 0
META PLATFORMS INC CL A 30303M102   22,573 39,433 SH   SOLE   39,433 0 0
MICRON TECHNOLOGY INC COM 595112103   1,291 12,452 SH   SOLE   12,452 0 0
MICROSOFT CORP COM 594918104   14,209 33,022 SH   SOLE   33,022 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   430 31,400 SH   SOLE   31,400 0 0
MONGODB INC CL A 60937P106   462 1,710 SH   SOLE   1,710 0 0
NETFLIX INC COM 64110L106   2,929 4,130 SH   SOLE   4,130 0 0
NVIDIA CORPORATION COM 67066G104   3,528 29,050 SH   SOLE   29,050 0 0
ON SEMICONDUCTOR CORP COM 682189105   410 5,650 SH   SOLE   5,650 0 0
ORACLE CORP COM 68389X105   6,807 39,949 SH   SOLE   39,949 0 0
OUSTER INC COM NEW 68989M202   945 150,000 SH   SOLE   150,000 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   744 20,000 SH   SOLE   20,000 0 0
PAYPAL HLDGS INC COM 70450Y103   866 11,100 SH   SOLE   11,100 0 0
PINDUODUO INC. SPONSORED ADS 722304102   6,030 44,732 SH   SOLE   44,732 0 0
PFIZER INC COM 717081103   405 14,000 SH   SOLE   14,000 0 0
QUALCOMM INC COM 747525103   8,150 47,926 SH   SOLE   47,926 0 0
SALESFORCE.COM INC. COM 79466L302   10,941 39,974 SH   SOLE   39,974 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   1,964 350,000 SH   SOLE   350,000 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107   822 200,000 SH   SOLE   200,000 0 0
SNAP INC CL A 83304A106   6,971 651,538 SH   SOLE   651,538 0 0
SNOWFLAKE INC CL A 833445109   597 5,200 SH   SOLE   5,200 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   1,142 3,100 SH   SOLE   3,100 0 0
SUPER MICRO COMPUTER INC COM 86800U104   104 250 SH   SOLE   250 0 0
TAIWAN SEMICONDUCTOR MFG LTD COM 874039100   6,701 38,468 SH   SOLE   38,468 0 0
TEXAS INSTRS INC COM 882508104   516 2,500 SH   SOLE   2,500 0 0
TRIP COM GROUP LTD ADS 89677Q107   12,509 210,476 SH   SOLE   210,476 0 0
UBER TECHNOLOGIES INC. COM 90353T100   1,511 20,104 SH   SOLE   20,104 0 0
ULTRA CLEAN HLDGS INC COM 90385V107   177 4,444 SH   SOLE   4,444 0 0
UNITY SOFTWARE INC COM 91332U101   113 5,000 SH   SOLE   5,000 0 0
UPSTART HOLDINGS INC. COM 91680M107   976 24,400 SH   SOLE   24,400 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   995 10,000 SH   SOLE   10,000 0 0
VIPSHOP HOLDINGS LTD SPONSORED ADS A 92763W103   7,639 485,650 SH   SOLE   485,650 0 0
DISNEY WALT CO COM 254687106   231 2,400 SH   SOLE   2,400 0 0
ZILLOW GROUP INC. CL C CAP STK 98954M200   932 14,590 SH   SOLE   14,590 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101   4,490 64,385 SH   SOLE   64,385 0 0
ZSCALER INC COM 98980G102   656 3,840 SH   SOLE   3,840 0 0