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
ARM Holdings PLC SPONSORED ADS 042068205   1,937,424 36,200 SH   SOLE   36,200 0 0
Alibaba Group Holding Ltd SPONSORED ADS 01609W102   17,726,707 204,366 SH   SOLE   204,366 0 0
KE Holdings Inc SPONSORED ADS 482497104   1,409,216 90,800 SH   SOLE   90,800 0 0
Kanzhun Ltd SPONSORED ADS 48553T106   882,894 58,200 SH   SOLE   58,200 0 0
MINISO Group Holding Ltd SPONSORED ADS 66981J102   1,667,960 64,400 SH   SOLE   64,400 0 0
Opera Ltd SPONSORED ADS 68373M107   450,800 40,000 SH   SOLE   40,000 0 0
PDD Holdings Inc SPONSORED ADS 722304102   5,943,042 60,600 SH   SOLE   60,600 0 0
XPeng Inc ADS 98422D105   2,590,596 141,100 SH   SOLE   141,100 0 0
Bath & Body Works Inc COM 070830104   1,318,200 39,000 SH   SOLE   39,000 0 0
Becton Dickinson & Co COM 075887109   1,784,633 6,903 SH   SOLE   6,903 0 0
Dexcom Inc COM 252131107   1,390,170 14,900 SH   SOLE   14,900 0 0
FormFactor Inc COM 346375108   946,874 27,100 SH   SOLE   27,100 0 0
Alphabet Inc CAP STK CL A 02079K305   10,560,402 80,700 SH   SOLE   80,700 0 0
Intuitive Surgical Inc COM NEW 46120E602   6,065,602 20,752 SH   SOLE   20,752 0 0
JPMorgan Chase & Co COM 46625H100   5,177,214 35,700 SH   SOLE   35,700 0 0
Eli Lilly & Co COM 532457108   8,532,847 15,886 SH   SOLE   15,886 0 0
McDonald's Corp COM 580135101   3,108,592 11,800 SH   SOLE   11,800 0 0
MetLife Inc COM 59156R108   2,900,151 46,100 SH   SOLE   46,100 0 0
Meta Platforms Inc CL A 30303M102   1,981,386 6,600 SH   SOLE   6,600 0 0
Merck & Co Inc COM 58933Y105   2,292,799 22,271 SH   SOLE   22,271 0 0
Marvell Technology Inc COM 573874104   1,818,768 33,600 SH   SOLE   33,600 0 0
Microsoft Corp COM 594918104   4,400,924 13,938 SH   SOLE   13,938 0 0
ServiceNow Inc COM 81762P102   2,794,800 5,000 SH   SOLE   5,000 0 0
NVIDIA Corp COM 67066G104   18,258,270 41,974 SH   SOLE   41,974 0 0
ResMed Inc COM 761152107   1,401,216 9,476 SH   SOLE   9,476 0 0
Stryker Corp COM 863667101   4,891,533 17,900 SH   SOLE   17,900 0 0
Western Digital Corp COM 958102105   2,062,476 45,200 SH   SOLE   45,200 0 0
Wells Fargo & Co COM 949746101   3,742,776 91,600 SH   SOLE   91,600 0 0
West Pharmaceutical Services Inc COM 955306105   2,926,638 7,800 SH   SOLE   7,800 0 0
Wynn Resorts Ltd COM 983134107   13,373,852 144,723 SH   SOLE   144,723 0 0
Exxon Mobil Corp COM 30231G102   11,371,632 96,714 SH   SOLE   96,714 0 0