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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMBARELLA INC SHS G037AX101 6,862,172 103,870 SH SOLE 103,870 0 0
ADVANCED MICRO DEVICES INC COM 007903107 50,331,930 354,700 SH Call SOLE 354,700 0 0
ADVANCED MICRO DEVICES INC COM 007903107 13,500,366 95,140 SH SOLE 95,140 0 0
AMAZON COM INC COM 023135106 2,339,136 10,662 SH SOLE 10,662 0 0
APPLOVIN CORP COM CL A 03831W108 1,050,240 3,000 SH SOLE 3,000 0 0
ARK ETF TR FINTECH INNOVA 00214Q708 929,440 18,500 SH Call SOLE 18,500 0 0
ATOUR LIFESTYLE HLDGS LTD SPONSORED ADS 04965M106 2,724,338 83,800 SH SOLE 83,800 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 1,232,600 4,000 SH SOLE 4,000 0 0
CONFLUENT INC CLASS A COM 20717M103 2,396,321 96,122 SH SOLE 96,122 0 0
CIRCLE INTERNET GROUP INC COM CL A 172573107 17,857,065 98,500 SH Put SOLE 98,500 0 0
CYBERARK SOFTWARE LTD SHS M2682V108 1,098,576 2,700 SH SOLE 2,700 0 0
DATADOG INC CL A COM 23804L103 4,195,126 31,230 SH SOLE 31,230 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206 13,622,375 252,500 SH SOLE 252,500 0 0
EHANG HLDGS LTD ADS 26853E102 4,260,682 245,431 SH SOLE 245,431 0 0
ENPHASE ENERGY INC COM 29355A107 10,586,550 267,000 SH Put SOLE 267,000 0 0
ELASTIC N V ORD SHS N14506104 397,194 4,710 SH SOLE 4,710 0 0
FINVOLUTION GROUP SPONSORED ADS 31810T101 3,410,316 359,738 SH SOLE 359,738 0 0
FLEX LTD ORD Y2573F102 3,645,658 73,030 SH SOLE 73,030 0 0
SHIFT4 PMTS INC CL A 82452J109 1,175,445 11,860 SH SOLE 11,860 0 0
FIRST SOLAR INC COM 336433107 11,306,382 68,300 SH Call SOLE 68,300 0 0
FIRST SOLAR INC COM 336433107 1,506,414 9,100 SH SOLE 9,100 0 0
GODADDY INC CL A 380237107 936,312 5,200 SH SOLE 5,200 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 1,516,988 149,900 SH SOLE 149,900 0 0
HIMAX TECHNOLOGIES INC SPONSORED ADR 43289P106 1,258,237 140,900 SH SOLE 140,900 0 0
HUBSPOT INC COM 443573100 520,449 935 SH SOLE 935 0 0
INNODATA INC COM NEW 457642205 450,736 8,800 SH SOLE 8,800 0 0
KEYSIGHT TECHNOLOGIES INC COM 49338L103 3,736,008 22,800 SH SOLE 22,800 0 0
LUMENTUM HLDGS INC COM 55024U109 8,175,160 86,000 SH Call SOLE 86,000 0 0
LUMENTUM HLDGS INC COM 55024U109 24,277,373 255,390 SH SOLE 255,390 0 0
LAM RESEARCH CORP COM NEW 512807306 2,769,323 28,450 SH SOLE 28,450 0 0
LUFAX HOLDING LTD SPONSORED ADR 54975P201 3,110,850 1,115,000 SH SOLE 1,115,000 0 0
LEXINFINTECH HLDGS LTD ADR 528877103 10,283,984 1,426,350 SH SOLE 1,426,350 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 10,257,590 570,500 SH Put SOLE 570,500 0 0
META PLATFORMS INC CL A 30303M102 5,048,536 6,840 SH SOLE 6,840 0 0
MONDAY COM LTD SHS M7S64H106 2,100,726 6,680 SH SOLE 6,680 0 0
MICROSOFT CORP COM 594918104 1,144,043 2,300 SH SOLE 2,300 0 0
MICROSTRATEGY INC CL A NEW 594972408 4,881,077 12,075 SH SOLE 12,075 0 0
MACOM TECH SOLUTIONS HLDGS I COM 55405Y100 5,502,336 38,400 SH SOLE 38,400 0 0
NETEASE INC SPONSORED ADS 64110W102 1,736,082 12,900 SH SOLE 12,900 0 0
NVIDIA CORPORATION COM 67066G104 5,965,544 37,759 SH SOLE 37,759 0 0
ORACLE CORP COM 68389X105 18,058,838 82,600 SH Call SOLE 82,600 0 0
ORACLE CORP COM 68389X105 4,164,902 19,050 SH SOLE 19,050 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 641,780 9,380 SH SOLE 9,380 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 5,917,162 56,537 SH SOLE 56,537 0 0
PONY AI INC SPONSORED ADS 732908108 6,546,923 495,979 SH SOLE 495,979 0 0
PAYPAL HLDGS INC COM 70450Y103 445,920 6,000 SH SOLE 6,000 0 0
QIFU TECHNOLOGY INC AMERICAN DEP 88557W101 4,446,568 102,550 SH SOLE 102,550 0 0
INVESCO QQQ TR UNIT SER 1 46090E103 13,791,000 25,000 SH SOLE 25,000 0 0
QUANTUMSCAPE CORP COM CL A 74767V109 7,439,040 1,107,000 SH Put SOLE 1,107,000 0 0
ROBLOX CORP CL A 771049103 10,372,720 98,600 SH Call SOLE 98,600 0 0
ROBLOX CORP CL A 771049103 3,215,964 30,570 SH SOLE 30,570 0 0
REDDIT INC CL A 75734B100 4,742,955 31,500 SH SOLE 31,500 0 0
ATRENEW INC SPONSORED ADS 00138L108 165,500 50,000 SH SOLE 50,000 0 0
SNOWFLAKE INC CL A 833445109 1,606,669 7,180 SH SOLE 7,180 0 0
SYNOPSYS INC COM 871607107 2,563,400 5,000 SH SOLE 5,000 0 0
TRIP COM GROUP LTD ADS 89677Q107 1,436,680 24,500 SH SOLE 24,500 0 0
TESLA INC COM 88160R101 999,676 3,147 SH SOLE 3,147 0 0
TTM TECHNOLOGIES INC COM 87305R109 7,961,941 195,050 SH SOLE 195,050 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 2,100,653 8,650 SH SOLE 8,650 0 0
TWILIO INC CL A 90138F102 1,038,406 8,350 SH SOLE 8,350 0 0
UNITY SOFTWARE INC COM 91332U101 1,272,920 52,600 SH SOLE 52,600 0 0
VISA INC COM CL A 92826C839 6,674,940 18,800 SH Call SOLE 18,800 0 0
VISA INC COM CL A 92826C839 5,260,066 14,815 SH SOLE 14,815 0 0
VARONIS SYS INC COM 922280102 1,091,125 21,500 SH SOLE 21,500 0 0
WIX COM LTD SHS M98068105 1,640,061 10,350 SH SOLE 10,350 0 0
SELECT SECTOR SPDR TR INDL 81369Y704 4,056,800 27,500 SH Call SOLE 27,500 0 0
X FINL SPONSORED ADS 98372W202 4,449,908 254,863 SH SOLE 254,863 0 0
BLOCK INC CL A 852234103 4,498,664 66,225 SH SOLE 66,225 0 0
ZSCALER INC COM 98980G102 720,492 2,295 SH SOLE 2,295 0 0
MONOLITHIC PWR SYS INC COM 609839105 2,925,520 4,000 SH SOLE 4,000 0 0