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    <nameOfIssuer>ACCELERANT HOLDINGS</nameOfIssuer>
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    <nameOfIssuer>ADVANCED MICRO DEVICES INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>ASTERA LABS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>04626A103</cusip>
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    <nameOfIssuer>BIRKENSTOCK HOLDING PLC</nameOfIssuer>
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    <cusip>M2029K104</cusip>
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    <nameOfIssuer>DOUBLEVERIFY HLDGS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>25862V105</cusip>
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    <nameOfIssuer>DUTCH BROS INC</nameOfIssuer>
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    <cusip>26701L100</cusip>
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    <nameOfIssuer>H WORLD GROUP LTD</nameOfIssuer>
    <titleOfClass>SPONSORED ADS</titleOfClass>
    <cusip>44332N106</cusip>
    <value>859951</value>
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    <otherManager>N/A</otherManager>
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      <Sole>21988</Sole>
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      <None>0</None>
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    <nameOfIssuer>ICICI BANK LIMITED</nameOfIssuer>
    <titleOfClass>ADR</titleOfClass>
    <cusip>45104G104</cusip>
    <value>20523147</value>
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      <Sole>678900</Sole>
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    <nameOfIssuer>MAPLEBEAR INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>565394103</cusip>
    <value>11391777</value>
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      <sshPrnamt>309896</sshPrnamt>
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    <nameOfIssuer>NETFLIX INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>64110L106</cusip>
    <value>19179123</value>
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      <sshPrnamt>15997</sshPrnamt>
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    <otherManager>N/A</otherManager>
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    <nameOfIssuer>SONOS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>83570H108</cusip>
    <value>9717000</value>
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      <sshPrnamt>615000</sshPrnamt>
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    <nameOfIssuer>THE REALREAL INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>88339P101</cusip>
    <value>15339951</value>
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    <nameOfIssuer>VIKING HOLDINGS LTD</nameOfIssuer>
    <titleOfClass>ORD SHS</titleOfClass>
    <cusip>G93A5A101</cusip>
    <value>21229008</value>
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