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
ADVANCED MICRO DEVICES INC COM 007903107   6,816,024 37,764 SH   SOLE N/A 37,764 0 0
ANALOG DEVICES INC COM 032654105   7,467,759 37,756 SH   SOLE N/A 37,756 0 0
ARISTA NETWORKS INC COM 040413106   3,030,001 10,449 SH   SOLE N/A 10,449 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   2,694,429 37,923 SH   SOLE N/A 37,923 0 0
MARVELL TECHNOLOGY INC COM 573874104   3,158,484 44,561 SH   SOLE N/A 44,561 0 0
META PLATFORMS INC CL A 30303M102   5,161,715 10,630 SH   SOLE N/A 10,630 0 0
MICRON TECHNOLOGY INC COM 595112103   9,463,856 80,277 SH   SOLE N/A 80,277 0 0
MOODYS CORP COM 615369105   4,816,190 12,254 SH   SOLE N/A 12,254 0 0
MSCI INC COM 55354G100   9,736,137 17,372 SH   SOLE N/A 17,372 0 0
NVIDIA CORPORATION COM 67066G104   10,360,219 11,466 SH   SOLE N/A 11,466 0 0
PALO ALTO NETWORKS INC COM 697435105   266,798 939 SH   SOLE N/A 939 0 0
S&P GLOBAL INC COM 78409V104   11,369,300 26,723 SH   SOLE N/A 26,723 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   5,599,430 21,218 SH   SOLE N/A 21,218 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   8,317,281 61,134 SH   SOLE N/A 61,134 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   2,850,563 19,197 SH   SOLE N/A 19,197 0 0
ZILLOW GROUP INC CL A 98954M101   275,626 5,759 SH   SOLE N/A 5,759 0 0