Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting WOLFSPEED INC,,,Buy,977852102,17799000.0,156322.0,28.45 SEA LTD,SE,sponsord ads,Sell,81141R100,10759000.0,89813.0,17.197 LITHIUM AMERS CORP NEW,LAC,,New,53680Q207,9455000.0,245658.0,15.113 WESTERN DIGITAL CORP.,WDC,,Buy,958102105,6539000.0,131700.0,10.452 QORVO INC,QRVO,,Sell,74736K101,6205000.0,50000.0,9.918 SUNCOR ENERGY INC NEW,SU,,New,867224107,6029000.0,185000.0,9.637 DAQO NEW ENERGY CORP,DQ,spnsrd ads new,New,23703Q203,3677000.0,88997.0,5.877 PINDUODUO INC,PDD,sponsored ads,New,722304102,2099000.0,52333.0,3.355 SEAGATE TECHNOLOGY HLDNGS PL,STX,,Exit,G7997R103,0.0,-56200.0,0.0 SEA LTD,SE,sponsord ads,Exit,81141R100,0.0,-32300.0,0.0 META PLATFORMS INC,FB,cl a,Exit,30303M102,0.0,-20000.0,-10.745