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
ACTIVISION BLIZZARD INC COM 00507V109   393,246 4,200 SH   SOLE   7,200 0 0
ADOBE INC COM 00724F101   627,687 1,231 SH   SOLE   10,200 0 0
ADVANCED MICRO DEVICES INC COM 007903107   2,407,942 23,419 SH   SOLE   2,320 0 0
ALPHABET INC CAP STK CL C 02079K107   7,829,516 59,382 SH   SOLE   15,526 0 0
AMAZON COM INC COM 023135106   4,690,473 36,898 SH   SOLE   17,164 0 0
ARISTA NETWORKS INC COM 040413106   393,610 2,140 SH   SOLE   32,990 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210   213,684 363 SH   SOLE   5,800 0 0
BLOCK INC NOTE 5/0 852234AJ2   417,846 500,000 SH   SOLE   6,125 0 0
BLOCK INC NOTE 0.250%11/0 852234AK9   75,135 100,000 PRN   SOLE   500,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   3,772,465 16,101 PRN   SOLE   100,000 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   267,808 1,600 SH   SOLE   27,545 0 0
DATADOG INC CL A COM 23804L103   200,398 2,200 SH   SOLE   6,000 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   289,248 3,200 SH   SOLE   3,200 0 0
SELECT SECTOR SPDR TR FINANCIAL 81369Y605   298,530 9,000 SH   SOLE   9,000 0 0
INTEL CORP COM 458140100   212,625 5,981 SH   SOLE   5,981 0 0
ISHARES TR 20 YR TR BD ETF 464287432   399,105 4,500 SH   SOLE   4,500 0 0
JPMORGAN CHASE & CO COM 46625H100   565,578 3,900 SH   SOLE   3,900 0 0
KRANESHARES TR CSI CHI INTERNET 500767306   2,928,590 107,000 SH   SOLE   107,000 0 0
MAKEMYTRIP LIMITED MAURITIUS NOTE 2/1 56087FAB0   2,341,770 2,000,000 PRN   SOLE   2,000,000 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   4,404,524 108,700 SH   SOLE   108,700 0 0
META PLATFORMS INC CL A 30303M102   3,876,611 12,913 SH   SOLE   12,913 0 0
MICROSOFT CORP COM 594918104   12,469,915 39,493 SH   SOLE   39,493 0 0
NETFLIX INC COM 64110L106   882,829 2,338 SH   SOLE   2,338 0 0
NVIDIA CORPORATION COM 67066G104   22,899,179 52,643 SH   SOLE   52,643 0 0
ORACLE CORP COM 68389X105   211,840 2,000 SH   SOLE   2,000 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   276,800 17,300 SH   SOLE   17,300 0 0
PALO ALTO NETWORKS INC COM 697435105   3,194,714 13,627 SH   SOLE   13,627 0 0
PDD HOLDINGS INC NOTE 12/0 722304AC6   1,968,633 2,000,000 PRN   SOLE   2,000,000 0 0
SEA LTD NOTE 0.250% 9/1 81141RAG5   2,397,550 3,000,000 PRN   SOLE   3,000,000 0 0
SERVICENOW INC COM 81762P102   978,180 1,750 SH   SOLE   1,750 0 0
SYNOPSYS INC COM 871607107   2,650,552 5,775 SH   SOLE   5,775 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   1,564,200 18,000 SH   SOLE   18,000 0 0
TESLA INC COM 88160R101   1,967,731 7,864 SH   SOLE   7,864 0 0
UBER TECHNOLOGIES INC COM 90353T100   266,742 5,800 SH   SOLE   5,800 0 0