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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
FREEPORT-MCMORAN INC CL B 35671D857   34,056,000 800,000 SH   SOLE   800,000 0 0
TDCX INC ADS 87190U100   7,469,000 1,540,000 SH   SOLE   1,540,000 0 0
ARISTA NETWORKS INC COM 040413106   35,797,520 152,000 SH   SOLE   152,000 0 0
BROADCOM INC COM 11135F101   39,068,750 35,000 SH   SOLE   35,000 0 0
COUPANG INC CL A 22266T109   48,246,200 2,980,000 SH   SOLE   2,980,000 0 0
NVIDIA CORPORATION COM 67066G104   38,131,940 77,000 SH   SOLE   77,000 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   38,040,600 260,000 SH   SOLE   260,000 0 0