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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AIRBNB INC COM CL A 009066101 572 5,450 SH   SOLE   5,450 0 0
AMPLIFY ENERGY CORP NEW COM 03212B103 587 89,410 SH   SOLE   89,410 0 0
ANTERO RESOURCES CORP COM 03674X106 305 10,000 SH   SOLE   10,000 0 0
ARISTA NETWORKS INC COM 040413106 1,005 8,900 SH   SOLE   8,900 0 0
BAUSCH HEALTH COS INC COM 071734107 113 16,384 SH   SOLE   16,384 0 0
CHENIERE ENERGY INC COM NEW 16411R208 6,693 40,342 SH   SOLE   40,342 0 0
CHORD ENERGY CORPORATION COM NEW 674215207 1,816 13,280 SH   SOLE   13,280 0 0
CUMULUS MEDIA INC COM CL A 231082801 421 59,900 SH   SOLE   59,900 0 0
DR REDDYS LABS LTD ADR 256135203 2,811 53,700 SH   SOLE   53,700 0 0
DURECT CORP COM 266605104 434 750,000 SH   SOLE   750,000 0 0
EPSILON ENERGY LTD COM 294375209 1,580 250,000 SH   SOLE   250,000 0 0
EXLSERVICE HOLDINGS INC COM 302081104 4,445 30,163 SH   SOLE   30,163 0 0
FRESHWORKS INC CLASS A COM 358054104 1,087 83,800 SH   SOLE   83,800 0 0
GENPACT LIMITED SHS G3922B107 10,171 232,381 SH   SOLE   232,381 0 0
ICICI BANK LIMITED ADR 45104G104 36,959 1,762,490 SH   SOLE   1,762,490 0 0
IMMUNOCORE HLDGS PLC ADS 45258D105 469 10,000 SH   SOLE   10,000 0 0
INFOSYS LTD SPONSORED ADR 456788108 15,552 916,468 SH   SOLE   916,468 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 26,455 861,714 SH   SOLE   861,714 0 0
MICRON TECHNOLOGY INC COM 595112103 389 7,760 SH   SOLE   7,760 0 0
MICROSOFT CORP COM 594918104 1,980 8,500 SH   SOLE   8,500 0 0
NVIDIA CORPORATION COM 67066G104 2,635 21,705 SH   SOLE   21,705 0 0
RESOLUTE FST PRODS INC COM 76117W109 1,000 50,000 SH   SOLE   50,000 0 0
TERNIUM SA SPONSORED ADS 880890108 1,033 37,721 SH   SOLE   37,721 0 0
TURQUOISE HILL RES LTD COM 900435207 1,192 40,316 SH   SOLE   40,316 0 0
TWITTER INC COM 90184L102 263 6,000 SH   SOLE   6,000 0 0
WNS HLDGS LTD SPON ADR 92932M101 1,424 17,401 SH   SOLE   17,401 0 0
ZILLOW GROUP INC CL A 98954M101 286 10,000 SH   SOLE   10,000 0 0