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
ANALOG DEVICES INC COM 032654105   2,729,474 12,847 SH   SOLE N/A 12,847 0 0
BOOKING HOLDINGS INC COM 09857L108   9,474,777 1,907 SH   SOLE N/A 1,907 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   2,011,032 5,867 SH   SOLE N/A 5,867 0 0
GARMIN LTD SHS H2906T109   3,612,231 17,513 SH   SOLE N/A 17,513 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   3,770,026 33,577 SH   SOLE N/A 33,577 0 0
MARVELL TECHNOLOGY INC COM 573874104   6,411,843 58,052 SH   SOLE N/A 58,052 0 0
NVIDIA CORPORATION COM 67066G104   7,407,034 55,157 SH   SOLE N/A 55,157 0 0
PEGASYSTEMS INC COM 705573103   3,751,486 40,252 SH   SOLE N/A 40,252 0 0
REDDIT INC CL A 75734B100   1,272,544 7,786 SH   SOLE N/A 7,786 0 0
S&P GLOBAL INC COM 78409V104   12,849,174 25,800 SH   SOLE N/A 25,800 0 0
SEA LTD SPONSORD ADS 81141R100   3,478,913 32,789 SH   SOLE N/A 32,789 0 0
SERVICENOW INC COM 81762P102   2,630,158 2,481 SH   SOLE N/A 2,481 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   9,312,215 20,815 SH   SOLE N/A 20,815 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   11,457,580 58,016 SH   SOLE N/A 58,016 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   11,118,616 60,401 SH   SOLE N/A 60,401 0 0
TESLA INC COM 88160R101   3,074,030 7,612 SH   SOLE N/A 7,612 0 0