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
AMPLIFY ENERGY CORP NEW COM 03212B103   605,306 89,410 SH   SOLE   89,410 0 0
ANTERO RESOURCES CORP COM 03674X106   230,300 10,000 SH   SOLE   10,000 0 0
ARISTA NETWORKS INC COM 040413106   1,831,278 11,300 SH   SOLE   11,300 0 0
CHENIERE ENERGY INC COM NEW 16411R208   4,760,031 31,242 SH   SOLE   31,242 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   2,042,464 13,280 SH   SOLE   13,280 0 0
CUMULUS MEDIA INC COM CL A 231082801   163,590 39,900 SH   SOLE   39,900 0 0
DR REDDYS LABS LTD ADR 256135203   3,389,007 53,700 SH   SOLE   53,700 0 0
DURECT CORP COM NEW 266605500   371,250 75,000 SH   SOLE   75,000 0 0
EPSILON ENERGY LTD COM 294375209   1,335,000 250,000 SH   SOLE   250,000 0 0
EXLSERVICE HOLDINGS INC COM 302081104   882,039 5,839 SH   SOLE   5,839 0 0
FRESHWORKS INC CLASS A COM 358054104   1,963,686 111,700 SH   SOLE   111,700 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108   675,885 61,500 SH   SOLE   61,500 0 0
GENPACT LIMITED SHS G3922B107   9,648,089 256,803 SH   SOLE   256,803 0 0
ICICI BANK LIMITED ADR 45104G104   38,887,261 1,684,890 SH   SOLE   1,684,890 0 0
IMMUNOCORE HLDGS PLC ADS 45258D105   599,600 10,000 SH   SOLE   10,000 0 0
INFOSYS LTD SPONSORED ADR 456788108   11,343,443 705,877 SH   SOLE   705,877 0 0
LITHIA MTRS INC COM 536797103   304,110 1,000 SH   SOLE   1,000 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   17,265,608 639,941 SH   SOLE   639,941 0 0
MICRON TECHNOLOGY INC COM 595112103   489,734 7,760 SH   SOLE   7,760 0 0
MICROSOFT CORP COM 594918104   2,758,374 8,100 SH   SOLE   8,100 0 0
NVIDIA CORPORATION COM 67066G104   9,181,649 21,705 SH   SOLE   21,705 0 0
ON SEMICONDUCTOR CORP COM 682189105   1,352,494 14,300 SH   SOLE   14,300 0 0
TERNIUM SA SPONSORED ADS 880890108   1,656,379 41,775 SH   SOLE   41,775 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   4,201,956 72,900 SH   SOLE   72,900 0 0
WNS HLDGS LTD SPON ADR 92932M101   1,585,201 21,503 SH   SOLE   21,503 0 0
ZILLOW GROUP INC CL A 98954M101   492,000 10,000 SH   SOLE   10,000 0 0