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
ABIVAX SA SPONSORED ADS 00370M103   5,446,929 64,157 SH   SOLE   64,157 0 0
AEVA TECHNOLOGIES INC COM NEW 00835Q202   5,471,430 377,340 SH   SOLE   377,340 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   14,353,985 80,311 SH   SOLE   80,311 0 0
ALLETE INC COM NEW 018522300   52,244,782 786,819 SH   SOLE   786,819 0 0
ALPHABET INC CAP STK CL A 02079K305   8,365,071 34,410 SH   SOLE   34,410 0 0
AMAZON COM INC COM 023135106   8,225,751 37,463 SH   SOLE   37,463 0 0
ARISTA NETWORKS INC COM SHS 040413205   6,709,654 46,048 SH   SOLE   46,048 0 0
BAIDU INC SPON ADR REP A 056752108   13,196,238 100,146 SH   SOLE   100,146 0 0
BROADCOM INC COM 11135F101   25,332,469 76,786 SH   SOLE   76,786 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   11,618,559 583,261 SH   SOLE   583,261 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   17,059,936 590,105 SH   SOLE   590,105 0 0
COINBASE GLOBAL INC COM CL A 19260Q107   17,689,876 52,416 SH   SOLE   52,416 0 0
CONFLUENT INC CLASS A COM 20717M103   4,919,211 248,445 SH   SOLE   248,445 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   51,207,619 105,987 SH   SOLE   105,987 0 0
CYTOKINETICS INC COM NEW 23282W605   43,076,219 783,774 SH   SOLE   783,774 0 0
DYNATRACE INC COM NEW 268150109   4,360,112 89,992 SH   SOLE   89,992 0 0
ELASTIC N V ORD SHS N14506104   4,161,639 49,256 SH   SOLE   49,256 0 0
FORWARD AIR CORP COM 34986A104   9,804,582 382,394 SH   SOLE   382,394 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109   23,154,722 619,939 SH   SOLE   619,939 0 0
FRONTLINE PLC COM M46528101   437,454 19,195 SH   SOLE   19,195 0 0
GDS HLDGS LTD SPONSORED ADS 36165L108   6,987,943 180,567 SH   SOLE   180,567 0 0
INDIVIOR PLC ORD G4766E116   14,872,567 616,863 SH   SOLE   616,863 0 0
KELLANOVA COM 487836108   33,007,965 402,438 SH   SOLE   402,438 0 0
MARVELL TECHNOLOGY INC COM 573874104   27,366,635 325,522 SH   SOLE   325,522 0 0
MICRON TECHNOLOGY INC COM 595112103   4,670,570 27,914 SH   SOLE   27,914 0 0
MONDAY COM LTD SHS M7S64H106   4,731,072 24,426 SH   SOLE   24,426 0 0
MONGODB INC CL A 60937P106   10,086,419 32,497 SH   SOLE   32,497 0 0
NUTANIX INC CL A 67059N108   8,635,117 116,079 SH   SOLE   116,079 0 0
NVIDIA CORPORATION COM 67066G104   27,699,667 148,460 SH   SOLE   148,460 0 0
PENN ENTERTAINMENT INC COM 707569109   14,526,913 754,253 SH   SOLE   754,253 0 0
RUBRIK INC. CL A 781154109   16,842,415 204,771 SH   SOLE   204,771 0 0
SANDISK CORP COM 80004C200   16,699,511 148,837 SH   SOLE   148,837 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107   2,054,087 13,822 SH   SOLE   13,822 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108   10,066,073 106,171 SH   SOLE   106,171 0 0
SNOWFLAKE INC COM SHS 833445109   11,803,483 52,332 SH   SOLE   52,332 0 0
SYNOPSYS INC COM 871607107   43,190,374 87,538 SH   SOLE   87,538 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   21,260,951 76,125 SH   SOLE   76,125 0 0
TESLA INC COM 88160R101   28,027,144 63,022 SH   SOLE   63,022 0 0
TXNM ENERGY INC COM 69349H107   33,068,008 584,757 SH   SOLE   584,757 0 0
UNITED PARKS & RESORTS INC COM 81282V100   15,519,203 300,178 SH   SOLE   300,178 0 0
VERONA PHARMA PLC SPONSORED ADS 925050106   11,523,720 107,991 SH   SOLE   107,991 0 0
WESTERN DIGITAL CORP COM 958102105   22,525,897 187,622 SH   SOLE   187,622 0 0
WILLSCOT HLDGS CORP COM CL A 971378104   8,487,740 402,072 SH   SOLE   402,072 0 0
WNS HLDGS LTD COM SHS G98196101   28,984,736 380,028 SH   SOLE   380,028 0 0