The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 | 2,188 | 48,100 | SH | SOLE | 48,100 | 0 | 0 | ||
ALIGN TECHNOLOGY INC | COM | 016255101 | 7,462 | 42,900 | SH | SOLE | 42,900 | 0 | 0 | ||
ALTRIA GROUP INC | COM | 02209S103 | 2,127 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 975 | 500 | SH | SOLE | 500 | 0 | 0 | ||
AXALTA COATING SYS LTD | COM | G0750C108 | 1,979 | 114,600 | SH | SOLE | 114,600 | 0 | 0 | ||
BANK NEW YORK MELLON CORP | COM | 064058100 | 2,075 | 61,600 | SH | SOLE | 61,600 | 0 | 0 | ||
BK OF AMERICA CORP | COM | 060505104 | 4,940 | 232,700 | SH | SOLE | 232,700 | 0 | 0 | ||
CITIGROUP INC | COM NEW | 172967424 | 3,041 | 72,200 | SH | SOLE | 72,200 | 0 | 0 | ||
COTY INC | COM CL A | 222070203 | 1,785 | 346,000 | SH | SOLE | 346,000 | 0 | 0 | ||
EMERSON ELEC CO | COM | 291011104 | 2,006 | 42,100 | SH | SOLE | 42,100 | 0 | 0 | ||
GILEAD SCIENCES INC | COM | 375558103 | 6,001 | 80,266 | SH | SOLE | 80,266 | 0 | 0 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 5,272 | 34,100 | SH | SOLE | 34,100 | 0 | 0 | ||
HYATT HOTELS CORP | COM CL A | 448579102 | 5,283 | 110,300 | SH | SOLE | 110,300 | 0 | 0 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 2,278 | 4,600 | SH | SOLE | 4,600 | 0 | 0 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 37,452 | 196,700 | SH | SOLE | 196,700 | 0 | 0 | ||
IQVIA HLDGS INC | COM | 46266C105 | 1,920 | 17,800 | SH | SOLE | 17,800 | 0 | 0 | ||
ISHARES TR | PHLX SEMICND ETF | 464287523 | 6,669 | 32,500 | SH | SOLE | 32,500 | 0 | 0 | ||
JD COM INC | SPON ADR CL A | 47215P106 | 18,221 | 449,900 | SH | SOLE | 449,900 | 0 | 0 | ||
LAUDER ESTEE COS INC | CL A | 518439104 | 2,884 | 18,100 | SH | SOLE | 18,100 | 0 | 0 | ||
LULULEMON ATHLETICA INC | COM | 550021109 | 2,180 | 11,500 | SH | SOLE | 11,500 | 0 | 0 | ||
MGM RESORTS INTERNATIONAL | COM | 552953101 | 4,632 | 392,500 | SH | SOLE | 392,500 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 5,441 | 34,500 | SH | SOLE | 34,500 | 0 | 0 | ||
MODERNA INC | COM | 60770K107 | 2,189 | 73,100 | SH | SOLE | 73,100 | 0 | 0 | ||
MOMO INC | ADR | 60879B107 | 1,818 | 83,800 | SH | SOLE | 83,800 | 0 | 0 | ||
MORGAN STANLEY | COM NEW | 617446448 | 1,860 | 54,700 | SH | SOLE | 54,700 | 0 | 0 | ||
NETFLIX INC | COM | 64110L106 | 1,010 | 2,691 | SH | SOLE | 2,691 | 0 | 0 | ||
NEW FRONTIER HEALTH CORP | ORD SHS | G6461G106 | 3,779 | 458,096 | SH | SOLE | 458,096 | 0 | 0 | ||
NIKE INC | CL B | 654106103 | 3,252 | 39,300 | SH | SOLE | 39,300 | 0 | 0 | ||
NVIDIA CORP | COM | 67066G104 | 9,619 | 36,490 | SH | SOLE | 36,490 | 0 | 0 | ||
O-I GLASS INC | COM | 67098H104 | 2,091 | 294,100 | SH | SOLE | 294,100 | 0 | 0 | ||
RAYTHEON CO | COM NEW | 755111507 | 2,046 | 15,600 | SH | SOLE | 15,600 | 0 | 0 | ||
REGENERON PHARMACEUTICALS | COM | 75886F107 | 1,953 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
SENSATA TECHNOLOGIES HLDNG P | SHS | G8060N102 | 1,875 | 64,800 | SH | SOLE | 64,800 | 0 | 0 | ||
SPDR GOLD TRUST | GOLD SHS | 78463V107 | 7,343 | 49,600 | SH | SOLE | 49,600 | 0 | 0 | ||
STARBUCKS CORP | COM | 855244109 | 4,668 | 71,000 | SH | SOLE | 71,000 | 0 | 0 | ||
TAL EDUCATION GROUP | SPONSORED ADS | 874080104 | 6,665 | 125,150 | SH | SOLE | 125,150 | 0 | 0 | ||
TENET HEALTHCARE CORP | COM NEW | 88033G407 | 1,381 | 95,900 | SH | SOLE | 95,900 | 0 | 0 | ||
TESLA INC | COM | 88160R101 | 10,480 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
TRIP COM GROUP LTD | ADS | 89677Q107 | 6,836 | 291,500 | SH | SOLE | 291,500 | 0 | 0 | ||
UNITED RENTALS INC | COM | 911363109 | 2,192 | 21,300 | SH | SOLE | 21,300 | 0 | 0 | ||
UNIVERSAL DISPLAY CORP | COM | 91347P105 | 1,911 | 14,500 | SH | SOLE | 14,500 | 0 | 0 | ||
VIACOMCBS INC | CL B | 92556H206 | 1,982 | 141,500 | SH | SOLE | 141,500 | 0 | 0 | ||
WEX INC | COM | 96208T104 | 1,777 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | ||
WYNN RESORTS LTD | COM | 983134107 | 5,194 | 86,300 | SH | SOLE | 86,300 | 0 | 0 |