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
ALPHABET INC CAP STK CL A 02079K305 14,846,648 51,630 SH SOLE 15,850 0 35,780
NVIDIA CORPORATION COM 67066G104 41,457,623 237,716 SH SOLE 66,296 0 171,420
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 12,585,024 37,239 SH SOLE 10,800 0 26,439
ISHARES MSCI SOUTH KOREA ETF MSCI STH KOR ETF 464286772 475,557 3,866 SH SOLE 0 0 3,866
MICRON TECHNOLOGY INC COM 595112103 6,070,071 17,967 SH SOLE 6,828 0 11,139
SANDISK CORP COM 80004C200 762,408 1,200 SH SOLE 1,200 0 0