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 | COM | 007903107 | 122,104,950 | 860,500 | SH | SOLE | 860,500 | 0 | 0 | ||
AMAZON.COM INC | COM | 023135106 | 269,081,835 | 1,226,500 | SH | SOLE | 1,226,500 | 0 | 0 | ||
APPLOVIN CORP-CLASS A | COM CL A | 03831W108 | 89,515,456 | 255,700 | SH | SOLE | 255,700 | 0 | 0 | ||
AMER SPORTS INC | COM SHS | G0260P102 | 80,233,200 | 2,070,000 | SH | SOLE | 2,070,000 | 0 | 0 | ||
BROADCOM INC | COM | 11135F101 | 155,742,250 | 565,000 | SH | SOLE | 565,000 | 0 | 0 | ||
BLOOM ENERGY CORP- A | COM CL A | 093712107 | 5,238,480 | 219,000 | SH | SOLE | 219,000 | 0 | 0 | ||
BRITISH AMERICAN TOB-SP ADR | SPONSORED ADR | 110448107 | 60,109,100 | 1,270,000 | SH | SOLE | 1,270,000 | 0 | 0 | ||
CITIGROUP INC | COM NEW | 172967424 | 16,036,608 | 188,400 | SH | SOLE | 188,400 | 0 | 0 | ||
COINBASE GLOBAL INC -CLASS A | COM CL A | 19260Q107 | 3,890,439 | 11,100 | SH | SOLE | 11,100 | 0 | 0 | ||
FUTU HOLDINGS LTD-ADR | SPON ADS CL A | 36118L106 | 39,548,800 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||
ALPHABET INC-CL C | CAP STK CL C | 02079K107 | 70,406,091 | 396,900 | SH | SOLE | 396,900 | 0 | 0 | ||
ROBINHOOD MARKETS INC - A | COM CL A | 770700102 | 86,289,408 | 921,600 | SH | SOLE | 921,600 | 0 | 0 | ||
HESAI GROUP ADR | SPONSORED ADS | 428050108 | 17,768,525 | 809,500 | SH | SOLE | 809,500 | 0 | 0 | ||
ISHARES BITCOIN TRUST ETF HEDGEFUND | SHS BEN INT | 46438F101 | 90,456,138 | 1,477,800 | SH | SOLE | 1,477,800 | 0 | 0 | ||
INTERACTIVE BROKERS GRO-CL A | COM CL A | 45841N107 | 72,997,134 | 1,317,400 | SH | SOLE | 1,317,400 | 0 | 0 | ||
KKR & CO INC | COM | 48251W104 | 7,981,800 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 263,571,939 | 357,100 | SH | SOLE | 357,100 | 0 | 0 | ||
MARVELL TECHNOLOGY INC | COM | 573874104 | 20,898,000 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 24,870,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 33,277,500 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
NEBIUS GROUP NV | SHS CLASS A | N97284108 | 12,261,128 | 221,600 | SH | SOLE | 221,600 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 13,391,300 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 33,926,640 | 33,000 | SH | SOLE | 33,000 | 0 | 0 | ||
NVIDIA CORP | COM | 67066G104 | 211,763,476 | 1,340,360 | SH | SOLE | 1,340,360 | 0 | 0 | ||
ORACLE CORP | COM | 68389X105 | 150,854,700 | 690,000 | SH | SOLE | 690,000 | 0 | 0 | ||
PINDUODUO INC-ADR | SPONSORED ADS | 722304102 | 2,061,802 | 19,700 | SH | SOLE | 19,700 | 0 | 0 | ||
REDDIT INC-CL A | CL A | 75734B100 | 16,110,990 | 107,000 | SH | SOLE | 107,000 | 0 | 0 | ||
SAP SE-SPONSORED ADR | SPON ADR | 803054204 | 52,305,200 | 172,000 | SH | SOLE | 172,000 | 0 | 0 | ||
SEA LTD-ADR | SPONSORD ADS | 81141R100 | 117,811,804 | 736,600 | SH | SOLE | 736,600 | 0 | 0 | ||
SNOWFLAKE INC-CLASS A | CL A | 833445109 | 48,110,550 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
SPOTIFY TECHNOLOGY SA | SHS | L8681T102 | 215,392,338 | 280,700 | SH | SOLE | 280,700 | 0 | 0 | ||
TRIP.COM GROUP LTD-ADR | ADS | 89677Q107 | 58,640,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
TTM TECHNOLOGIES | COM | 87305R109 | 4,759,653 | 116,601 | SH | SOLE | 116,601 | 0 | 0 | ||
VERTIV HOLDINGS CO | COM CL A | 92537N108 | 93,803,505 | 730,500 | SH | SOLE | 730,500 | 0 | 0 | ||
IPATH SERIES B S&P 500 VIX HEDGEFUND | IPATH S&P 500 SH | 06748M196 | 2,066,150 | 43,000 | SH | SOLE | 43,000 | 0 | 0 | ||
WESTERN DIGITAL CORP | COM | 958102105 | 10,449,567 | 163,300 | SH | SOLE | 163,300 | 0 | 0 |