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
AIRBNB INC COM CL A 009066101   20,576,880 151,145 SH   SOLE   151,145 0 0
ALPHABET INC CAP STK CL A 02079K305   28,568,560 204,514 SH   SOLE   204,514 0 0
AMAZON COM INC COM 023135106   24,219,539 159,402 SH   SOLE   159,402 0 0
BATH & BODY WORKS INC COM 070830104   13,116,971 303,915 SH   SOLE   303,915 0 0
CIENA CORP COM NEW 171779309   16,806,688 373,399 SH   SOLE   373,399 0 0
CIGNA CORP NEW COM 125523100   22,033,231 73,579 SH   SOLE   73,579 0 0
CLEAN HARBORS INC COM 184496107   19,421,741 111,293 SH   SOLE   111,293 0 0
HOLOGIC INC COM 436440101   18,243,685 255,335 SH   SOLE   255,335 0 0
ICON PLC SHS G4705A100   203,709,344 719,643 SH   SOLE   719,643 0 0
KB FINANCIAL GROUP INC SPONSORED ADR 48241A105   88,987,862 2,151,024 SH   SOLE   2,151,024 0 0
LOCKHEED MARTIN CORP COM 539830109   18,930,928 41,768 SH   SOLE   41,768 0 0
MICROSOFT CORP COM 594918104   18,563,590 49,366 SH   SOLE   49,366 0 0
NORTHROP GRUMMAN CORP COM 666807102   19,759,253 42,208 SH   SOLE   42,208 0 0
QUALCOMM INC COM 747525103   21,127,116 146,077 SH   SOLE   146,077 0 0
RALPH LAUREN CORP CL A 751212101   20,054,615 139,075 SH   SOLE   139,075 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   205,987,856 1,544,600 SH   SOLE   1,544,600 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   138,700,432 1,333,658 SH   SOLE   1,333,658 0 0