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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADOBE SYSTEMS INCORPORATED COM 00724F101 3,313 5,843 SH   SOLE   5,843 0 0
AMAZON COM INC COM 023135106 29,782 8,932 SH   SOLE   8,932 0 0
BARRICK GOLD CORP COM 067901108 894 47,045 SH   SOLE   47,045 0 0
BLOCK INC CL A 852234103 382 2,363 SH   SOLE   2,363 0 0
COINBASE GLOBAL INC COM CL A 19260Q107 2,333 9,244 SH   SOLE   9,244 0 0
DISNEY WALT CO COM 254687106 2,956 19,082 SH   SOLE   19,082 0 0
ELASTIC N V ORD SHS N14506104 3,733 30,325 SH   SOLE   30,325 0 0
FREEPORT-MCMORAN INC CL B 35671D857 1,078 25,839 SH   SOLE   25,839 0 0
KE HLDGS INC SPONSORED ADS 482497104 15,276 759,229 SH   SOLE   759,229 0 0
MAGNACHIP SEMICONDUCTOR CORP COM 55933J203 393 18,735 SH   SOLE   18,735 0 0
MARRIOTT INTL INC NEW CL A 571903202 10,648 64,438 SH   SOLE   64,438 0 0
MARVELL TECHNOLOGY INC COM 573874104 251 2,869 SH   SOLE   2,869 0 0
MICROSOFT CORP COM 594918104 10,314 30,666 SH   SOLE   30,666 0 0
NVIDIA CORPORATION COM 67066G104 10,131 34,447 SH   SOLE   34,447 0 0
OKTA INC CL A 679295105 4,587 20,463 SH   SOLE   20,463 0 0
SEA LTD SPONSORD ADS 81141R100 9,233 41,271 SH   SOLE   41,271 0 0
SERVICENOW INC COM 81762P102 1,523 2,346 SH   SOLE   2,346 0 0
SHOPIFY INC CL A 82509L107 11,935 8,665 SH   SOLE   8,665 0 0
TESLA INC COM 88160R101 1,645 1,557 SH   SOLE   1,557 0 0
TRANSDIGM GROUP INC COM 893641100 22,437 35,262 SH   SOLE   35,262 0 0
TUSIMPLE HLDGS INC CL A 90089L108 3,141 87,624 SH   SOLE   87,624 0 0
VALENS SEMICONDUCTOR LTD ORDINARY SHARES M9607U115 576 74,830 SH   SOLE   74,830 0 0
VANECK ETF TRUST VANECK VIETNAM 92189F817 1,066 50,187 SH   SOLE   50,187 0 0
WOLFSPEED INC COM 977852102 2,024 18,110 SH   SOLE   18,110 0 0
YUM CHINA HLDGS INC COM 98850P109 30,743 616,833 SH   SOLE   616,833 0 0
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 1,311 7,128 SH   SOLE   7,128 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 9,326 145,265 SH   SOLE   145,265 0 0