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
ADOBE INC COM 00724F101   3,394,444 6,727 SH   SOLE   6,727 0 0
ADVANCED MICRO DEVICES INC COM 007903107   2,717,638 15,057 SH   SOLE   15,057 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   283,724 3,921 SH   SOLE   3,921 0 0
ALLSTATE CORP COM 020002101   253,287 1,464 SH   SOLE   1,464 0 0
ALLY FINL INC COM 02005N100   470,641 11,595 SH   SOLE   11,595 0 0
ALPHABET INC CAP STK CL A 02079K305   25,043,815 165,930 SH   SOLE   165,930 0 0
ALPHABET INC CAP STK CL C 02079K107   2,756,058 18,101 SH   SOLE   18,101 0 0
AMAZON COM INC COM 023135106   34,777,805 192,803 SH   SOLE   192,803 0 0
AMER SPORTS INC COM SHS G0260P102   6,336,625 388,750 SH   SOLE   388,750 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   59,343,688 527,734 SH   SOLE   527,734 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   56,027,799 421,325 SH   SOLE   421,325 0 0
ATOUR LIFESTYLE HOLDINGS LTD SPONSORED ADS 04965M106   1,038,690 57,898 SH   SOLE   57,898 0 0
BROADCOM INC COM 11135F101   3,850,316 2,905 SH   SOLE   2,905 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107   2,111,923 50,440 SH   SOLE   50,440 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   7,223,875 23,207 SH   SOLE   23,207 0 0
CANADIAN NATL RY CO COM 136375102   3,142,996 23,863 SH   SOLE   23,863 0 0
CAPITAL ONE FINL CORP COM 14040H105   207,255 1,392 SH   SOLE   1,392 0 0
CHARLES RIV LABS INTL INC COM 159864107   33,494,026 123,617 SH   SOLE   123,617 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   2,230,495 8,397 SH   SOLE   8,397 0 0
DHT HOLDINGS INC SHS NEW Y2065G121   168,694 14,669 SH   SOLE   14,669 0 0
DIGITAL RLTY TR INC COM 253868103   369,463 2,565 SH   SOLE   2,565 0 0
DOORDASH INC CL A 25809K105   265,249 1,926 SH   SOLE   1,926 0 0
EQUINIX INC COM 29444U700   380,477 461 SH   SOLE   461 0 0
GITLAB INC CLASS A COM 37637K108   2,444,133 41,909 SH   SOLE   41,909 0 0
GLOBANT S A COM L44385109   1,675,770 8,300 SH   SOLE   8,300 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   49,480,446 884,053 SH   SOLE   884,053 0 0
HUBSPOT INC COM 443573100   2,720,524 4,342 SH   SOLE   4,342 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   1,507,745 10,971 SH   SOLE   10,971 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106   1,581,784 90,233 SH   SOLE   90,233 0 0
KEYCORP COM 493267108   212,929 13,468 SH   SOLE   13,468 0 0
KKR & CO INC COM 48251W104   455,426 4,528 SH   SOLE   4,528 0 0
LAS VEGAS SANDS CORP COM 517834107   3,621,637 70,051 SH   SOLE   70,051 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102   2,012,790 35,885 SH   SOLE   35,885 0 0
LULULEMON ATHLETICA INC COM 550021109   23,949,189 61,306 SH   SOLE   61,306 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   62,891,968 885,179 SH   SOLE   885,179 0 0
MARVELL TECHNOLOGY INC COM 573874104   18,629,957 262,838 SH   SOLE   262,838 0 0
MASTERCARD INCORPORATED CL A 57636Q104   3,194,735 6,634 SH   SOLE   6,634 0 0
MEDPACE HLDGS INC COM 58506Q109   1,778,260 4,400 SH   SOLE   4,400 0 0
MERCADOLIBRE INC COM 58733R102   3,435,173 2,272 SH   SOLE   2,272 0 0
META PLATFORMS INC CL A 30303M102   129,194,872 266,063 SH   SOLE   266,063 0 0
MICRON TECHNOLOGY INC COM 595112103   3,065,376 26,002 SH   SOLE   26,002 0 0
MICROSOFT CORP COM 594918104   103,211,030 245,320 SH   SOLE   245,320 0 0
MSCI INC COM 55354G100   2,006,411 3,580 SH   SOLE   3,580 0 0
NETEASE INC SPONSORED ADS 64110W102   6,076,793 58,730 SH   SOLE   58,730 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   96,026,480 1,106,041 SH   SOLE   1,106,041 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   3,206,140 268,746 SH   SOLE   268,746 0 0
NVIDIA CORPORATION COM 67066G104   105,343,350 116,587 SH   SOLE   116,587 0 0
ON HLDG AG NAMEN AKT A H5919C104   17,246,582 487,467 SH   SOLE   487,467 0 0
PAYLOCITY HLDG CORP COM 70438V106   2,069,882 12,044 SH   SOLE   12,044 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   3,741,506 32,185 SH   SOLE   32,185 0 0
PROGRESSIVE CORP COM 743315103   706,911 3,418 SH   SOLE   3,418 0 0
PTC INC COM 69370C100   2,268,603 12,007 SH   SOLE   12,007 0 0
RAMBUS INC DEL COM 750917106   1,175,750 19,022 SH   SOLE   19,022 0 0
ROPER TECHNOLOGIES INC COM 776696106   2,841,215 5,066 SH   SOLE   5,066 0 0
SALESFORCE INC COM 79466L302   2,793,746 9,276 SH   SOLE   9,276 0 0
SAP SE SPON ADR 803054204   1,115,572 5,720 SH   SOLE   5,720 0 0
SEA LTD SPONSORD ADS 81141R100   48,368,218 900,544 SH   SOLE   900,544 0 0
SENTINELONE INC CL A 81730H109   1,491,840 64,000 SH   SOLE   64,000 0 0
SERVICENOW INC COM 81762P102   46,641,345 61,177 SH   SOLE   61,177 0 0
SHOALS TECHNOLOGIES GROUP IN CL A 82489W107   131,108 11,727 SH   SOLE   11,727 0 0
SHOPIFY INC CL A 82509L107   831,970 10,781 SH   SOLE   10,781 0 0
SYNOPSYS INC COM 871607107   58,612,469 102,559 SH   SOLE   102,559 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   976,839 7,180 SH   SOLE   7,180 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104   15,696,914 1,382,988 SH   SOLE   1,382,988 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109   2,822,498 252,234 SH   SOLE   252,234 0 0
TRIP COM GROUP LTD ADS 89677Q107   51,157,438 1,165,583 SH   SOLE   1,165,583 0 0
TYLER TECHNOLOGIES INC COM 902252105   1,457,784 3,430 SH   SOLE   3,430 0 0
UBER TECHNOLOGIES INC COM 90353T100   237,899 3,090 SH   SOLE   3,090 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   1,101,238 13,484 SH   SOLE   13,484 0 0
VIKING THERAPEUTICS INC COM 92686J106   9,150,954 111,597 SH   SOLE   111,597 0 0
VISA INC COM CL A 92826C839   1,963,886 7,037 SH   SOLE   7,037 0 0
WORKDAY INC CL A 98138H101   2,336,922 8,568 SH   SOLE   8,568 0 0
ZSCALER INC COM 98980G102   818,678 4,250 SH   SOLE   4,250 0 0