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
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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
AAON INC COM PAR $0.004 000360206 2,017,074 15,900 SH SOLE N/A 15,900 0 0
APPLIED OPTOELECTRONICS INC COM 03823U102 4,933,728 33,300 SH SOLE N/A 33,300 0 0
ATOUR LIFESTYLE HLDGS LTD SPONSORED ADS 04965M106 25,630,800 806,000 SH SOLE N/A 806,000 0 0
BLOOM ENERGY CORP COM CL A 093712107 32,774,237 108,273 SH SOLE N/A 108,273 0 0
BROADCOM INC COM 11135F101 57,229,125 151,500 SH SOLE N/A 151,500 0 0
CARRIER GLOBAL CORPORATION COM 14448C104 2,303,190 31,400 SH SOLE N/A 31,400 0 0
CELESTICA INC COM 15101Q207 23,128,320 63,400 SH SOLE N/A 63,400 0 0
COHERENT CORP COM 19247G107 41,143,221 104,300 SH SOLE N/A 104,300 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108 22,914,392 763,050 SH SOLE N/A 763,050 0 0
HESAI GROUP SPONSORED ADS 428050108 24,578,780 1,349,000 SH SOLE N/A 1,349,000 0 0
JOHNSON CONTROLS INTERNATION SHS G51502105 2,250,094 15,400 SH SOLE N/A 15,400 0 0
JOYY INC ADS REPSTG COM A 46591M109 13,659,930 207,000 SH SOLE N/A 207,000 0 0
LENNOX INTL INC COM 526107107 2,406,390 4,200 SH SOLE N/A 4,200 0 0
LUMENTUM HLDGS INC COM 55024U109 48,849,356 56,930 SH SOLE N/A 56,930 0 0
NVIDIA CORPORATION COM 67066G104 43,997,990 219,891 SH SOLE N/A 219,891 0 0
ORACLE CORP COM 68389X105 50,852,850 347,000 SH SOLE N/A 347,000 0 0
PALO ALTO NETWORKS INC COM 697435105 18,756,100 55,000 SH SOLE N/A 55,000 0 0
RIOT PLATFORMS INC COM 767292105 28,735,310 1,049,500 SH SOLE N/A 1,049,500 0 0
TRANE TECHNOLOGIES PLC SHS G8994E103 2,308,452 4,700 SH SOLE N/A 4,700 0 0
UNITY SOFTWARE INC COM 91332U101 75,530,224 2,642,765 SH SOLE N/A 2,642,765 0 0
V F CORP COM 918204108 20,099,400 1,205,000 SH SOLE N/A 1,205,000 0 0