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   6,735,812 41,052 SH   SOLE N/A 41,052 0 0
ANALOG DEVICES INC COM 032654105   10,541,095 45,797 SH   SOLE N/A 45,797 0 0
BILL HOLDINGS INC COM 090043100   1,072,400 20,326 SH   SOLE N/A 20,326 0 0
BOOKING HOLDINGS INC COM 09857L108   4,553,302 1,081 SH   SOLE N/A 1,081 0 0
GARMIN LTD SHS H2906T109   1,711,012 9,720 SH   SOLE N/A 9,720 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   2,397,552 25,794 SH   SOLE N/A 25,794 0 0
MSCI INC COM 55354G100   5,716,212 9,806 SH   SOLE N/A 9,806 0 0
NVIDIA CORPORATION COM 67066G104   10,614,220 87,403 SH   SOLE N/A 87,403 0 0
ON SEMICONDUCTOR CORP COM 682189105   1,432,958 19,735 SH   SOLE N/A 19,735 0 0
PEGASYSTEMS INC COM 705573103   4,166,349 57,003 SH   SOLE N/A 57,003 0 0
S&P GLOBAL INC COM 78409V104   11,385,788 22,039 SH   SOLE N/A 22,039 0 0
SEA LTD SPONSORD ADS 81141R100   5,304,476 56,263 SH   SOLE N/A 56,263 0 0
SERVICENOW INC COM 81762P102   2,821,800 3,155 SH   SOLE N/A 3,155 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   11,599,482 31,475 SH   SOLE N/A 31,475 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   10,359,242 59,649 SH   SOLE N/A 59,649 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   4,180,758 27,199 SH   SOLE N/A 27,199 0 0