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
AMPLIFY ENERGY CORP NEW COM 03212B103   657,164 89,410 SH   SOLE   89,410 0 0
ANTERO RESOURCES CORP COM 03674X106   253,800 10,000 SH   SOLE   10,000 0 0
ARISTA NETWORKS INC COM 040413106   2,078,409 11,300 SH   SOLE   11,300 0 0
CHENIERE ENERGY INC COM NEW 16411R208   5,184,922 31,242 SH   SOLE   31,242 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   2,152,290 13,280 SH   SOLE   13,280 0 0
CUMULUS MEDIA INC COM CL A 231082801   203,091 39,900 SH   SOLE   39,900 0 0
DR REDDYS LABS LTD ADR 256135203   3,590,919 53,700 SH   SOLE   53,700 0 0
DURECT CORP COM NEW 266605500   809,250 325,000 SH   SOLE   325,000 0 0
EPSILON ENERGY LTD COM 294375209   1,320,000 250,000 SH   SOLE   250,000 0 0
EXLSERVICE HOLDINGS INC COM 302081104   818,628 29,195 SH   SOLE   29,195 0 0
FRESHWORKS INC CLASS A COM 358054104   2,225,064 111,700 SH   SOLE   111,700 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108   673,425 61,500 SH   SOLE   61,500 0 0
GENPACT LIMITED SHS G3922B107   9,874,057 272,764 SH   SOLE   272,764 0 0
ICICI BANK LIMITED ADR 45104G104   38,644,849 1,671,490 SH   SOLE   1,671,490 0 0
IMMUNOCORE HLDGS PLC ADS 45258D105   519,000 10,000 SH   SOLE   10,000 0 0
INFOSYS LTD SPONSORED ADR 456788108   11,937,253 697,677 SH   SOLE   697,677 0 0
KENVUE INC COM 49177J102   301,200 15,000 SH   SOLE   15,000 0 0
LITHIA MTRS INC COM 536797103   295,330 1,000 SH   SOLE   1,000 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   25,687,289 633,941 SH   SOLE   633,941 0 0
MICRON TECHNOLOGY INC COM 595112103   527,913 7,760 SH   SOLE   7,760 0 0
MICROSOFT CORP COM 594918104   2,557,575 8,100 SH   SOLE   8,100 0 0
NVIDIA CORPORATION COM 67066G104   9,441,458 21,705 SH   SOLE   21,705 0 0
ON SEMICONDUCTOR CORP COM 682189105   1,329,185 14,300 SH   SOLE   14,300 0 0
TERNIUM SA SPONSORED ADS 880890108   1,666,823 41,775 SH   SOLE   41,775 0 0
TOTALENERGIES SE SPONSORED ADS 89151E109   4,504,560 68,500 SH   SOLE   68,500 0 0
WNS HLDGS LTD SPON ADR 92932M101   1,424,173 20,803 SH   SOLE   20,803 0 0
ZILLOW GROUP INC CL A 98954M101   447,900 10,000 SH   SOLE   10,000 0 0