The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| ACM RESH INC | COM CL A | 00108J109 | 10,716,322 | 367,753 | SH | SOLE | 10,716,322 | 0 | 0 | |||
| ALPHABET INC | CAP STK CL C | 02079K107 | 34,106,240 | 224,000 | SH | SOLE | 34,106,240 | 0 | 0 | |||
| APPLOVIN CORP | COM CL A | 03831W108 | 96,215,800 | 1,390,000 | SH | SOLE | 96,215,800 | 0 | 0 | |||
| CENOVUS ENERGY INC | COM | 15135U109 | 16,891,550 | 845,000 | SH | SOLE | 16,891,550 | 0 | 0 | |||
| DECKERS OUTDOOR CORP | COM | 243537107 | 36,709,140 | 39,000 | SH | SOLE | 36,709,140 | 0 | 0 | |||
| LITHIUM AMERICAS ARGENTINA C | COM SHS | 53681K100 | 7,187,840 | 1,333,551 | SH | SOLE | 7,187,840 | 0 | 0 | |||
| LUMENTUM HLDGS INC | COM | 55024U109 | 12,311,000 | 260,000 | SH | SOLE | 12,311,000 | 0 | 0 | |||
| NEW ORIENTAL ED & TECHNOLOGY | SPON ADR | 647581206 | 32,381,429 | 372,972 | SH | SOLE | 32,381,429 | 0 | 0 | |||
| PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 17,553,750 | 151,000 | SH | SOLE | 17,553,750 | 0 | 0 | |||
| SUNCOR ENERGY INC NEW | COM | 867224107 | 15,096,190 | 409,000 | SH | SOLE | 15,096,190 | 0 | 0 | |||
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | 3,162,000 | 100,000 | SH | SOLE | 3,162,000 | 0 | 0 | |||
| VANECK ETF TRUST | JUNIOR GOLD MINE | 92189F791 | 19,951,100 | 515,000 | SH | SOLE | 19,951,100 | 0 | 0 | |||
| WOLFSPEED INC | COM | 977852102 | 16,372,500 | 555,000 | SH | SOLE | 16,372,500 | 0 | 0 | |||