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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL C | 02079K107 | 4,289,164 | 28,170 | SH | SOLE | 28,170 | 0 | 0 | |||
| APPLIED OPTOELECTRONICS INC | COM | 03823U102 | 1,010,352 | 72,897 | SH | SOLE | 72,897 | 0 | 0 | |||
| BEYOND INC | COM | 690370101 | 12,923,650 | 359,890 | SH | SOLE | 359,890 | 0 | 0 | |||
| COHERENT CORP | COM | 19247G107 | 4,529,526 | 74,720 | SH | SOLE | 74,720 | 0 | 0 | |||
| DRAFTKINGS INC NEW | COM CL A | 26142V105 | 7,217,465 | 158,940 | SH | SOLE | 158,940 | 0 | 0 | |||
| ELASTIC N V | ORD SHS | N14506104 | 3,174,601 | 31,670 | SH | SOLE | 31,670 | 0 | 0 | |||
| GITLAB INC | CLASS A COM | 37637K108 | 2,150,842 | 36,880 | SH | SOLE | 36,880 | 0 | 0 | |||
| JD.COM INC | SPON ADR CL A | 47215P106 | 8,488,983 | 309,930 | SH | SOLE | 309,930 | 0 | 0 | |||
| JD.COM INC | SPON ADR CL A | 47215P106 | 32,868,000 | 1,200,000 | SH | Call | SOLE | 0 | 0 | 0 | ||
| KLAVIYO INC | COM SER A | 49845K101 | 50,960 | 2,000 | SH | SOLE | 2,000 | 0 | 0 | |||
| KRANESHARES TRUST | CSI CHI INTERNET | 500767306 | 7,875,000 | 300,000 | SH | Call | SOLE | 0 | 0 | 0 | ||
| LAS VEGAS SANDS CORP | COM | 517834107 | 7,152,178 | 138,340 | SH | SOLE | 138,340 | 0 | 0 | |||
| LAS VEGAS SANDS CORP | COM | 517834107 | 7,755,000 | 150,000 | SH | Call | SOLE | 0 | 0 | 0 | ||
| MARVELL TECHNOLOGY INC | COM | 573874104 | 8,743,473 | 123,356 | SH | SOLE | 123,356 | 0 | 0 | |||
| PAYPAL HLDGS INC | COM | 70450Y103 | 9,262,037 | 138,260 | SH | SOLE | 138,260 | 0 | 0 | |||
| SEA LTD | SPONSORD ADS | 81141R100 | 3,491,150 | 65,000 | SH | Call | SOLE | 0 | 0 | 0 | ||
| SEA LTD | SPONSORD ADS | 81141R100 | 14,889,486 | 277,220 | SH | SOLE | 277,220 | 0 | 0 | |||
| SUPER MICRO COMPUTER INC | COM | 86800U104 | 7,070,210 | 7,000 | SH | Put | SOLE | 7,000 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 8,239,188 | 60,560 | SH | SOLE | 60,560 | 0 | 0 | |||
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | 2,212,501 | 14,900 | SH | SOLE | 14,900 | 0 | 0 | |||
| TERADYNE INC | COM | 880770102 | 1,643,933 | 14,570 | SH | SOLE | 14,570 | 0 | 0 | |||
| TRIP COM GROUP LTD | ADS | 89677Q107 | 4,500,086 | 102,531 | SH | SOLE | 102,531 | 0 | 0 | |||
| WAYFAIR INC | CL A | 94419L101 | 5,528,826 | 81,450 | SH | SOLE | 81,450 | 0 | 0 | |||