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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305   1,877,747,920 10,308,800 SH   SOLE   10,308,800 0 0
AMAZON COM INC COM 023135106   1,221,548,710 6,321,080 SH   SOLE   6,321,080 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   1,450,512,738 12,285,193 SH   SOLE   12,285,193 0 0
APPLIED MATLS INC COM 038222105   211,258,248 895,200 SH   SOLE   895,200 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   49,086,000 300,000 SH   SOLE   300,000 0 0
ASTERA LABS INC COM 04626A103   4,235,700 70,000 SH   SOLE   70,000 0 0
ATLASSIAN CORPORATION CL A 049468101   70,848,400 400,545 SH   SOLE   400,545 0 0
ATRENEW INC SPONSORED ADS 00138L108   27,210,487 11,481,218 SH   SOLE   11,481,218 0 0
BROADCOM INC COM 11135F101   292,688,119 182,300 SH   SOLE   182,300 0 0
CORPAY INC COM SHS 219948106   278,824,706 1,046,600 SH   SOLE   1,046,600 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   344,871,000 900,000 SH   SOLE   900,000 0 0
DATADOG INC CL A COM 23804L103   127,018,386 979,400 SH   SOLE   979,400 0 0
DEXCOM INC COM 252131107   130,705,144 1,152,806 SH   SOLE   1,152,806 0 0
DINGDONG CAYMAN LTD ADS 25445D101   235,893 118,539 SH   SOLE   118,539 0 0
DOORDASH INC CL A 25809K105   238,882,294 2,196,013 SH   SOLE   2,196,013 0 0
ELASTIC N V ORD SHS N14506104   192,587,637 1,690,700 SH   SOLE   1,690,700 0 0
ELI LILLY & CO COM 532457108   842,003,400 930,000 SH   SOLE   930,000 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   329,879,447 92,923,788 SH   SOLE   92,923,788 0 0
JD.COM INC SPON ADS CL A 47215P106   21,258,958 822,715 SH   SOLE   822,715 0 0
KLAVIYO INC COM SER A 49845K101   871,150 35,000 SH   SOLE   35,000 0 0
LAM RESEARCH CORP COM 512807108   376,086,918 353,183 SH   SOLE   353,183 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   169,829,760 2,364,000 SH   SOLE   2,364,000 0 0
META PLATFORMS INC CL A 30303M102   3,764,072,387 7,465,139 SH   SOLE   7,465,139 0 0
MICROSOFT CORP COM 594918104   2,388,574,547 5,344,165 SH   SOLE   5,344,165 0 0
NOVO-NORDISK A S ADR 670100205   181,137,060 1,269,000 SH   SOLE   1,269,000 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   237,602,827 18,433,113 SH   SOLE   18,433,113 0 0
NVIDIA CORPORATION COM 67066G104   1,196,305,767 9,683,550 SH   SOLE   9,683,550 0 0
OKLO INC COM CL A 02156V109   25,892,722 3,056,992 SH   SOLE   3,056,992 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   155,132,245 2,339,500 SH   SOLE   2,339,500 0 0
QUALCOMM INC COM 747525103   370,016,686 1,857,700 SH   SOLE   1,857,700 0 0
REDDIT INC CL A 75734B100   31,945,000 500,000 SH   SOLE   500,000 0 0
RUBRIK INC. CL A 781154109   7,665,000 250,000 SH   SOLE   250,000 0 0
SEA LTD SPONSORD ADS 81141R100   1,145,672,146 16,041,335 SH   SOLE   16,041,335 0 0
SERVICENOW INC COM 81762P102   455,997,199 579,655 SH   SOLE   579,655 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   803,616 2,561 SH   SOLE   2,561 0 0
STONECO LTD COM CL A G85158106   8,177,180 682,000 SH   SOLE   682,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   533,751,391 3,070,890 SH   SOLE   3,070,890 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   877,514,346 5,643,542 SH   SOLE   5,643,542 0 0
TOAST INC CL A 888787108   2,023,486 78,521 SH   SOLE   78,521 0 0
UBER TECHNOLOGIES INC COM 90353T100   218,526,665 3,006,696 SH   SOLE   3,006,696 0 0
UNITEDHEALTH GROUP INC COM 91324P102   1,195,538,776 2,347,600 SH   SOLE   2,347,600 0 0
WORKDAY INC CL A 98138H101   420,345,784 1,880,237 SH   SOLE   1,880,237 0 0
ZKH GROUP LTD SPONSORED ADS 98877R104   31,962,267 8,195,453 SH   SOLE   8,195,453 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   119,518,401 9,359,311 SH   SOLE   9,359,311 0 0