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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100   1,039,100 10,000 SH   SOLE   10,000 0 0
ABERCROMBIE & FITCH CO CL A 002896207   1,877,990 10,560 SH   SOLE   10,560 0 0
ACM RESH INC COM CL A 00108J109   500,402 21,700 SH   SOLE   21,700 0 0
ADOBE INC COM 00724F101   722,202 1,300 SH   SOLE   1,300 0 0
ADVANCED MICRO DEVICES INC COM 007903107   405,525 2,500 SH   SOLE   2,500 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   16,394,400 227,700 SH   SOLE   227,700 0 0
ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104   560,550 15,000 SH Call SOLE   15,000 0 0
ALPHA & OMEGA SEMICONDUCTOR SHS G6331P104   3,864,058 103,400 SH   SOLE   103,400 0 0
ALPHABET INC CAP STK CL A 02079K305   619,310 3,400 SH   SOLE   3,400 0 0
ALPHABET INC CAP STK CL C 02079K107   21,188,678 115,520 SH   SOLE   115,520 0 0
AMAZON COM INC COM 023135106   25,812,403 133,570 SH   SOLE   133,570 0 0
AMER SPORTS INC COM SHS G0260P102   1,641,516 130,590 SH   SOLE   130,590 0 0
AMERICAN EAGLE OUTFITTERS IN COM 02553E106   241,516 12,100 SH   SOLE   12,100 0 0
AMKOR TECHNOLOGY INC COM 031652100   324,162 8,100 SH   SOLE   8,100 0 0
AMPHENOL CORP NEW CL A 032095101   11,779,847 174,853 SH   SOLE   174,853 0 0
APPLE INC COM 037833100   28,439,597 135,028 SH   SOLE   135,028 0 0
APPLIED MATLS INC COM 038222105   283,188 1,200 SH   SOLE   1,200 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102   1,612,405 194,500 SH   SOLE   194,500 0 0
ARGENX SE SPONSORED ADR 04016X101   4,300,400 10,000 SH   SOLE   10,000 0 0
ARISTA NETWORKS INC COM 040413106   6,729,216 19,200 SH   SOLE   19,200 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   2,177,128 13,306 SH   SOLE   13,306 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   357,956 350 SH   SOLE   350 0 0
AUTOHOME INC SP ADS RP CL A 05278C107   258,030 9,400 SH   SOLE   9,400 0 0
BECTON DICKINSON & CO COM 075887109   2,349,954 10,055 SH   SOLE   10,055 0 0
BILIBILI INC SPONS ADS REP Z 090040106   11,384,066 737,310 SH   SOLE   737,310 0 0
BIONTECH SE SPONSORED ADS 09075V102   1,607,200 20,000 SH   SOLE   20,000 0 0
BITFARMS LTD COM 09173B107   38,550 15,000 SH   SOLE   15,000 0 0
BOOKING HOLDINGS INC COM 09857L108   499,149 126 SH   SOLE   126 0 0
BOSTON SCIENTIFIC CORP COM 101137107   1,155,150 15,000 SH   SOLE   15,000 0 0
BROADCOM INC COM 11135F101   10,522,644 6,554 SH   SOLE   6,554 0 0
CAMECO CORP COM 13321L108   1,408,448 28,627 SH   SOLE   28,627 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   3,556,800 190,000 SH   SOLE   190,000 0 0
CATALENT INC COM 148806102   3,936,100 70,000 SH   SOLE   70,000 0 0
CATERPILLAR INC COM 149123101   316,445 950 SH   SOLE   950 0 0
CHARLES RIV LABS INTL INC COM 159864107   774,882 3,751 SH   SOLE   3,751 0 0
CLEANSPARK INC COM NEW 18452B209   194,590 12,200 SH   SOLE   12,200 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   272,000 4,000 SH   SOLE   4,000 0 0
CONSTELLATION ENERGY CORP COM 21037T109   1,512,239 7,551 SH   SOLE   7,551 0 0
CRH PLC ORD G25508105   224,940 3,000 SH   SOLE   3,000 0 0
CROCS INC COM 227046109   539,978 3,700 SH   SOLE   3,700 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   306,552 800 SH   SOLE   800 0 0
DATADOG INC CL A COM 23804L103   570,636 4,400 SH   SOLE   4,400 0 0
DECKERS OUTDOOR CORP COM 243537107   2,557,324 2,642 SH   SOLE   2,642 0 0
DELL TECHNOLOGIES INC CL C 24703L202   6,716,217 48,700 SH   SOLE   48,700 0 0
E L F BEAUTY INC COM 26856L103   273,936 1,300 SH   SOLE   1,300 0 0
EATON CORP PLC SHS G29183103   721,165 2,300 SH   SOLE   2,300 0 0
ELASTIC N V ORD SHS N14506104   284,775 2,500 SH   SOLE   2,500 0 0
ESPERION THERAPEUTICS INC NE COM 29664W105   28,316 12,755 SH   SOLE   12,755 0 0
FERRARI N V COM N3167Y103   326,696 800 SH   SOLE   800 0 0
FLUTTER ENTMT PLC SHS G3643J108   1,236,036 6,778 SH   SOLE   6,778 0 0
FORD MTR CO DEL COM 345370860   125,400 10,000 SH   SOLE   10,000 0 0
FOX CORP CL A COM 35137L105   260,971 7,593 SH   SOLE   7,593 0 0
FOX CORP CL B COM 35137L204   11,207,000 350,000 SH   SOLE   350,000 0 0
FRONTLINE PLC COM M46528101   1,798,022 69,799 SH   SOLE   69,799 0 0
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108   2,170,800 270,000 SH   SOLE   270,000 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106   10,175,532 155,103 SH   SOLE   155,103 0 0
GAOTU TECHEDU INC SPONSORED ADS 36257Y109   1,461,180 298,200 SH   SOLE   298,200 0 0
GAP INC COM 364760108   3,296,820 138,000 SH   SOLE   138,000 0 0
GE VERNOVA INC COM 36828A101   10,571,190 61,636 SH   SOLE   61,636 0 0
GILEAD SCIENCES INC COM 375558103   528,160 7,698 SH   SOLE   7,698 0 0
GINKGO BIOWORKS HOLDINGS INC CL A SHS 37611X100   208,603 624,000 SH   SOLE   624,000 0 0
GLOBAL X FDS GLOBAL X URANIUM 37954Y871   1,757,265 60,700 SH   SOLE   60,700 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   212,352 4,200 SH   SOLE   4,200 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   3,195,000 900,000 SH   SOLE   900,000 0 0
GRAYSCALE BITCOIN TR BTC SHS REP COM UT 389637109   292,820 5,500 SH   SOLE   5,500 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106   2,998,800 90,000 SH   SOLE   90,000 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   349,305 16,500 SH   SOLE   16,500 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   3,927,600 18,000 SH   SOLE   18,000 0 0
HIMAX TECHNOLOGIES INC SPONSORED ADR 43289P106   801,940 101,000 SH   SOLE   101,000 0 0
HUBSPOT INC COM 443573100   353,874 600 SH   SOLE   600 0 0
ILLUMINA INC COM 452327109   3,131,400 30,000 SH   SOLE   30,000 0 0
IMPINJ INC COM 453204109   3,100,911 19,780 SH   SOLE   19,780 0 0
INTER & CO INC CLASS A COM G4R20B107   306,270 49,800 SH   SOLE   49,800 0 0
INTUIT COM 461202103   591,489 900 SH   SOLE   900 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   742,621 1,550 SH   SOLE   1,550 0 0
IQVIA HLDGS INC COM 46266C105   662,864 3,135 SH   SOLE   3,135 0 0
IRIS ENERGY LTD ORDINARY SHARES Q4982L109   3,696,346 327,400 SH   SOLE   327,400 0 0
ISHARES TR 20 YR TR BD ETF 464287432   3,487,640 38,000 SH   SOLE   38,000 0 0
ISHARES TR ISHARES SEMICDTR 464287523   763,813 3,097 SH   SOLE   3,097 0 0
ISHARES TR MSCI INDIA ETF 46429B598   390,460 7,000 SH   SOLE   7,000 0 0
ISHARES TR RUSSELL 2000 ETF 464287655   263,757 1,300 SH   SOLE   1,300 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105   426,920 4,000 SH   SOLE   4,000 0 0
JOHNSON & JOHNSON COM 478160104   1,461,600 10,000 SH   SOLE   10,000 0 0
JPMORGAN CHASE & CO. COM 46625H100   222,486 1,100 SH   SOLE   1,100 0 0
KE HLDGS INC SPONSORED ADS 482497104   12,267,187 866,939 SH   SOLE   866,939 0 0
KINGSOFT CLOUD HLDGS LTD ADS 49639K101   27,108 10,800 SH   SOLE   10,800 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102   1,328,700 30,000 SH   SOLE   30,000 0 0
LULULEMON ATHLETICA INC COM 550021109   1,493,500 5,000 SH   SOLE   5,000 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   361,630 4,300 SH   SOLE   4,300 0 0
MARATHON DIGITAL HOLDINGS IN COM 565788106   740,405 37,300 SH   SOLE   37,300 0 0
MELCO RESORTS AND ENTMNT LTD ADR 585464100   7,273,873 975,050 SH   SOLE   975,050 0 0
META PLATFORMS INC CL A 30303M102   1,253,995 2,487 SH   SOLE   2,487 0 0
MICRON TECHNOLOGY INC COM 595112103   2,496,308 18,979 SH   SOLE   18,979 0 0
MICROSOFT CORP COM 594918104   28,148,911 62,980 SH   SOLE   62,980 0 0
MICROSTRATEGY INC CL A NEW 594972408   411,867 299 SH   SOLE   299 0 0
MINISO GROUP HLDG LTD SPONSORED ADS 66981J102   1,118,875 58,672 SH   SOLE   58,672 0 0
MONGODB INC CL A 60937P106   262,458 1,050 SH   SOLE   1,050 0 0
NETEASE INC SPONSORED ADS 64110W102   4,520,934 47,300 SH   SOLE   47,300 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   13,007,882 167,347 SH   SOLE   167,347 0 0
NEW YORK CMNTY BANCORP INC COM 649445103   43,386 13,474 SH   SOLE   13,474 0 0
NEWS CORP NEW CL B 65249B208   1,419,500 50,000 SH   SOLE   50,000 0 0
NIO INC SPON ADS 62914V106   141,856 34,100 SH   SOLE   34,100 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   3,549,906 275,400 SH   SOLE   275,400 0 0
NVIDIA CORPORATION COM 67066G104   17,729,596 143,513 SH   SOLE   143,513 0 0
ON HLDG AG NAMEN AKT A H5919C104   2,687,016 69,253 SH   SOLE   69,253 0 0
ORACLE CORP COM 68389X105   480,080 3,400 SH   SOLE   3,400 0 0
PAGSEGURO DIGITAL LTD COM CL A G68707101   514,360 44,000 SH   SOLE   44,000 0 0
PALO ALTO NETWORKS INC COM 697435105   3,454,512 10,190 SH   SOLE   10,190 0 0
PATRIA INVESTMENTS LIMITED COM CL A G69451105   149,544 12,400 SH   SOLE   12,400 0 0
PAYPAL HLDGS INC COM 70450Y103   339,476 5,850 SH   SOLE   5,850 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   12,260,383 92,218 SH   SOLE   92,218 0 0
PFIZER INC COM 717081103   1,678,800 60,000 SH   SOLE   60,000 0 0
PINTEREST INC CL A 72352L106   3,553,717 80,638 SH   SOLE   80,638 0 0
PLUG POWER INC COM NEW 72919P202   24,153 10,366 SH   SOLE   10,366 0 0
QIFU TECHNOLOGY INC AMERICAN DEP 88557W101   4,895,605 248,130 SH   SOLE   248,130 0 0
QUALCOMM INC COM 747525103   1,115,408 5,600 SH   SOLE   5,600 0 0
REDDIT INC CL A 75734B100   1,341,690 21,000 SH   SOLE   21,000 0 0
REINSURANCE GRP OF AMERICA I COM NEW 759351604   215,534 1,050 SH   SOLE   1,050 0 0
RENEW ENERGY GLOBAL PLC CL A SHS G7500M104   624,000 100,000 SH   SOLE   100,000 0 0
RLX TECHNOLOGY INC SPONSORED ADS 74969N103   2,332,101 1,267,446 SH   SOLE   1,267,446 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   2,869,740 18,000 SH   SOLE   18,000 0 0
SALESFORCE INC COM 79466L302   231,390 900 SH   SOLE   900 0 0
SAREPTA THERAPEUTICS INC COM 803607100   298,304 1,888 SH   SOLE   1,888 0 0
SEA LTD SPONSORD ADS 81141R100   2,735,386 38,300 SH   SOLE   38,300 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   2,113,054 51,400 SH   SOLE   51,400 0 0
SELECT SECTOR SPDR TR INDL 81369Y704   304,675 2,500 SH   SOLE   2,500 0 0
SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407   346,560 1,900 SH   SOLE   1,900 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308   1,991,080 26,000 SH   SOLE   26,000 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803   927,543 4,100 SH   SOLE   4,100 0 0
SENTINELONE INC CL A 81730H109   463,100 22,000 SH   SOLE   22,000 0 0
SERVICENOW INC COM 81762P102   1,353,072 1,720 SH   SOLE   1,720 0 0
SHARKNINJA INC COM SHS G8068L108   2,488,066 33,108 SH   SOLE   33,108 0 0
SKECHERS U S A INC CL A 830566105   4,748,544 68,700 SH   SOLE   68,700 0 0
SNAP INC CL A 83304A106   2,035,057 122,520 SH   SOLE   122,520 0 0
SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109   215,122 550 SH   SOLE   550 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   2,379,874 4,373 SH   SOLE   4,373 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   6,593,042 21,011 SH   SOLE   21,011 0 0
STONECO LTD COM CL A G85158106   423,247 35,300 SH   SOLE   35,300 0 0
SYNOPSYS INC COM 871607107   9,300,788 15,630 SH   SOLE   15,630 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   12,896,528 74,199 SH   SOLE   74,199 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104   3,617,130 339,000 SH   SOLE   339,000 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109   14,402,444 1,025,085 SH   SOLE   1,025,085 0 0
TESLA INC COM 88160R101   1,503,888 7,600 SH   SOLE   7,600 0 0
THE TRADE DESK INC COM CL A 88339J105   459,049 4,700 SH   SOLE   4,700 0 0
TORM PLC SHS CL A G89479102   1,642,336 42,361 SH   SOLE   42,361 0 0
TRIP COM GROUP LTD ADS 89677Q107   1,300,114 27,662 SH   SOLE   27,662 0 0
UBER TECHNOLOGIES INC COM 90353T100   436,080 6,000 SH   SOLE   6,000 0 0
ULTA BEAUTY INC COM 90384S303   874,381 2,266 SH   SOLE   2,266 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106   2,307,240 68,000 SH   SOLE   68,000 0 0
VANECK ETF TRUST JUNIOR GOLD MINE 92189F791   1,760,616 41,800 SH   SOLE   41,800 0 0
WESTERN DIGITAL CORP. COM 958102105   5,857,400 77,305 SH   SOLE   77,305 0 0
WYNN RESORTS LTD COM 983134107   3,594,947 40,167 SH   SOLE   40,167 0 0
XP INC CL A G98239109   1,007,907 57,300 SH   SOLE   57,300 0 0
YANDEX N V SHS CLASS A N97284108   0 26,116 SH   SOLE   26,116 0 0
YUM CHINA HLDGS INC COM 98850P109   2,572,056 83,400 SH   SOLE   83,400 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200   4,683,256 100,954 SH   SOLE   100,954 0 0
ZSCALER INC COM 98980G102   326,723 1,700 SH   SOLE   1,700 0 0