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 INC | COM | 007903107 | 4,414,916 | 7,600 | SH | SOLE | 0 | 7,600 | 0 | 0 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 12,692,011 | 132,236 | SH | SOLE | 0 | 132,236 | 0 | 0 | |
| ATOUR LIFESTYLE HLDGS LTD | SPONSORED ADS | 04965M106 | 9,603,091 | 301,984 | SH | SOLE | 0 | 301,984 | 0 | 0 | |
| BAIDU INC | SPON ADR REP A | 056752108 | 17,864,441 | 156,308 | SH | SOLE | 0 | 156,308 | 0 | 0 | |
| CEREBRAS SYSTEMS INC | COM CL A | 15675D103 | 5,944,900 | 26,900 | SH | SOLE | 0 | 26,900 | 0 | 0 | |
| CIRCLE INTERNET GROUP INC | COM CL A | 172573107 | 463,462 | 7,400 | SH | SOLE | 0 | 7,400 | 0 | 0 | |
| COREWEAVE INC | COM CL A | 21873S108 | 6,934,056 | 69,661 | SH | SOLE | 0 | 69,661 | 0 | 0 | |
| JD.COM INC | SPON ADS CL A | 47215P106 | 12,992,252 | 509,900 | SH | SOLE | 0 | 509,900 | 0 | 0 | |
| MICRON TECHNOLOGY INC | COM | 595112103 | 6,117,737 | 5,300 | SH | SOLE | 0 | 5,300 | 0 | 0 | |
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 | 9,213,584 | 33,362 | SH | SOLE | 0 | 33,362 | 0 | 0 | |
| NOKIA CORP | SPONSORED ADR | 654902204 | 5,491,280 | 413,500 | SH | SOLE | 0 | 413,500 | 0 | 0 | |
| NVIDIA CORPORATION | COM | 67066G104 | 6,843,078 | 34,200 | SH | SOLE | 0 | 34,200 | 0 | 0 | |
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 24,996,956 | 327,700 | SH | SOLE | 0 | 327,700 | 0 | 0 | |
| QUALCOMM INC | COM | 747525103 | 10,715,972 | 57,990 | SH | SOLE | 0 | 57,990 | 0 | 0 | |
| SANDISK CORP | COM | 80004C200 | 16,825,602 | 7,400 | SH | SOLE | 0 | 7,400 | 0 | 0 | |
| STAAR SURGICAL CO | COM PAR $0.01 | 852312305 | 15,562,030 | 542,420 | SH | SOLE | 0 | 542,420 | 0 | 0 | |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 8,500,746 | 17,800 | SH | SOLE | 0 | 17,800 | 0 | 0 | |
| TRIP COM GROUP LTD | ADS | 89677Q107 | 4,055,712 | 101,800 | SH | SOLE | 0 | 101,800 | 0 | 0 | |
| VNET GROUP INC | SPONSORED ADS A | 90138A103 | 8,253,060 | 1,026,500 | SH | SOLE | 0 | 1,026,500 | 0 | 0 | |