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
ADVANCED MICRO DEVICES INC COM 007903107   2,753,504 17,019 SH   SOLE N/A 17,019 0 0
APPLOVIN CORP COM CL A 03831W108   5,247,498 7,303 SH   SOLE N/A 7,303 0 0
BILL HOLDINGS INC COM 090043100   3,772,788 71,225 SH   SOLE N/A 71,225 0 0
BOOKING HOLDINGS INC COM 09857L108   4,044,053 749 SH   SOLE N/A 749 0 0
BROADCOM INC COM 11135F101   7,822,826 23,712 SH   SOLE N/A 23,712 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   4,398,170 46,989 SH   SOLE N/A 41,208 0 0
MICRON TECHNOLOGY INC COM 595112103   9,785,376 58,483 SH   SOLE N/A 58,483 0 0
NVIDIA CORPORATION COM 67066G104   14,281,580 76,544 SH   SOLE N/A 76,544 0 0
ROBLOX CORP CL A 771049103   8,555,826 61,766 SH   SOLE N/A 61,766 0 0
S&P GLOBAL INC COM 78409V104   6,020,116 12,369 SH   SOLE N/A 12,369 0 0
SANDISK CORP COM 80004C200   4,245,087 37,835 SH   SOLE N/A 37,835 0 0
SEA LTD SPONSORD ADS 81141R100   7,860,188 43,978 SH   SOLE N/A 43,978 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   10,167,068 14,566 SH   SOLE N/A 14,566 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   12,095,212 43,307 SH   SOLE N/A 43,307 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   11,096,820 42,951 SH   SOLE N/A 42,951 0 0