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
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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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   57,251,863 504,822 SH   SOLE   504,822 0 0
ATOUR LIFESTYLE HLDGS LTD SPONSORED ADS 04965M106   10,757,949 330,912 SH   SOLE   330,912 0 0
AXON ENTERPRISE INC COM 05464C101   14,007,917 16,919 SH   SOLE   16,919 0 0
BOEING CO COM 097023105   15,604,747 74,475 SH   SOLE   74,475 0 0
BROADCOM INC COM 11135F101   20,027,075 72,654 SH   SOLE   72,654 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   2,801,700 9,092 SH   SOLE   9,092 0 0
CAMECO CORP COM 13321L108   250,675 3,377 SH   SOLE   3,377 0 0
DATADOG INC CL A COM 23804L103   11,258,332 83,811 SH   SOLE   83,811 0 0
EHANG HLDGS LTD ADS 26853E102   18,469,946 1,063,937 SH   SOLE   1,063,937 0 0
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108   23,389,244 1,980,461 SH   SOLE   1,980,461 0 0
GE AEROSPACE COM NEW 369604301   45,839,872 178,095 SH   SOLE   178,095 0 0
HOWMET AEROSPACE INC COM 443201108   7,262,793 39,020 SH   SOLE   39,020 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101   11,084,641 181,092 SH   SOLE   181,092 0 0
ISHARES INC MSCI EMRG CHN 46434G764   3,684,345 58,352 SH   SOLE   58,352 0 0
ISHARES INC MSCI STH KOR ETF 464286772   7,914,822 110,265 SH   SOLE   110,265 0 0
ISHARES TR 1 3 YR TREAS BD 464287457   13,270,029 160,150 SH   SOLE   160,150 0 0
ISHARES TR ISHARES SEMICDTR 464287523   5,090,755 21,327 SH   SOLE   21,327 0 0
ISHARES TR US AER DEF ETF 464288760   10,694,568 56,693 SH   SOLE   56,693 0 0
JOHNSON CTLS INTL PLC SHS G51502105   16,548,225 156,677 SH   SOLE   156,677 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   16,628,603 169,645 SH   SOLE   169,645 0 0
META PLATFORMS INC CL A 30303M102   1,843,011 2,497 SH   SOLE   2,497 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   1,002,769 18,587 SH   SOLE   18,587 0 0
NVIDIA CORPORATION COM 67066G104   16,128,725 102,087 SH   SOLE   102,087 0 0
ON HLDG AG NAMEN AKT A H5919C104   17,918,160 344,249 SH   SOLE   344,249 0 0
ORACLE CORP COM 68389X105   991,050 4,533 SH   SOLE   4,533 0 0
PALO ALTO NETWORKS INC COM 697435105   4,478,956 21,887 SH   SOLE   21,887 0 0
PHILIP MORRIS INTL INC COM 718172109   25,993,594 142,720 SH   SOLE   142,720 0 0
ROBINHOOD MKTS INC COM CL A 770700102   7,580,753 80,965 SH   SOLE   80,965 0 0
SALESFORCE INC COM 79466L302   7,026,949 25,769 SH   SOLE   25,769 0 0
SEA LTD SPONSORD ADS 81141R100   8,099,202 50,639 SH   SOLE   50,639 0 0
SERVICENOW INC COM 81762P102   7,320,958 7,121 SH   SOLE   7,121 0 0
SPDR GOLD TR GOLD SHS 78463V107   13,028,129 42,739 SH   SOLE   42,739 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   13,014,854 16,961 SH   SOLE   16,961 0 0
STRIDE INC COM 86333M108   32,877,840 226,447 SH   SOLE   226,447 0 0
SYNOPSYS INC COM 871607107   15,604,954 30,438 SH   SOLE   30,438 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   7,401,693 32,680 SH   SOLE   32,680 0 0
TEMPUS AI INC CL A 88023B103   19,231,207 302,663 SH   SOLE   302,663 0 0
TESLA INC COM 88160R101   18,426,504 58,007 SH   SOLE   58,007 0 0
TJX COS INC NEW COM 872540109   10,686,084 86,534 SH   SOLE   86,534 0 0
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405   10,215,749 1,335,392 SH   SOLE   1,335,392 0 0
UPSTART HLDGS INC COM 91680M107   19,017,925 294,031 SH   SOLE   294,031 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   504,009 3,925 SH   SOLE   3,925 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101   31,983,965 600,187 SH   SOLE   600,187 0 0
VNET GROUP INC SPONSORED ADS A 90138A103   16,812,561 2,436,603 SH   SOLE   2,436,603 0 0
WASTE MGMT INC DEL COM 94106L109   2,725,017 11,909 SH   SOLE   11,909 0 0
WERIDE INC SPONSORED ADS 950915108   6,333,660 803,764 SH   SOLE   803,764 0 0