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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   1,769,634 13,383 SH   SOLE   13,383 0 0
AMAZON COM INC COM 023135106   27,966,508 146,991 SH   SOLE   146,991 0 0
AMER SPORTS INC COM SHS G0260P102   3,611,116 135,096 SH   SOLE   135,096 0 0
BJS WHSL CLUB HLDGS INC COM 05550J101   2,152,382 18,864 SH   SOLE   18,864 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107   1,795,829 34,265 SH   SOLE   34,265 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   965,809 13,756 SH   SOLE   13,756 0 0
COSTCO WHSL CORP NEW COM 22160K105   1,527,435 1,615 SH   SOLE   1,615 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   687,830 2,035 SH   SOLE   2,035 0 0
DOORDASH INC CL A 25809K105   1,100,275 6,020 SH   SOLE   6,020 0 0
ELI LILLY & CO COM 532457108   21,850,275 26,456 SH   SOLE   26,456 0 0
FLUTTER ENTMT PLC SHS G3643J108   794,478 3,586 SH   SOLE   3,586 0 0
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108   38,311,571 3,000,123 SH   SOLE   3,000,123 0 0
GE VERNOVA INC COM 36828A101   228,044 747 SH   SOLE   747 0 0
GENERAL MTRS CO COM 37045V100   328,410 6,983 SH   SOLE   6,983 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   437,376 96,551 SH   SOLE   96,551 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106   70,377,809 1,901,589 SH   SOLE   1,901,589 0 0
INTUIT COM 461202103   2,954,520 4,812 SH   SOLE   4,812 0 0
LAM RESEARCH CORP COM NEW 512807306   1,796,999 24,718 SH   SOLE   24,718 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   1,807,221 20,078 SH   SOLE   20,078 0 0
LINDE PLC SHS G54950103   758,062 1,628 SH   SOLE   1,628 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   274,349 2,101 SH   SOLE   2,101 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   933,453 9,526 SH   SOLE   9,526 0 0
META PLATFORMS INC CL A 30303M102   109,963,148 190,789 SH   SOLE   190,789 0 0
MICRON TECHNOLOGY INC COM 595112103   96,252,919 1,107,756 SH   SOLE   1,107,756 0 0
MICROSOFT CORP COM 594918104   38,326,193 102,097 SH   SOLE   102,097 0 0
MONGODB INC CL A 60937P106   429,905 2,451 SH   SOLE   2,451 0 0
MSCI INC COM 55354G100   419,036 741 SH   SOLE   741 0 0
NETFLIX INC COM 64110L106   1,097,588 1,177 SH   SOLE   1,177 0 0
OREILLY AUTOMOTIVE INC COM 67103H107   2,137,409 1,492 SH   SOLE   1,492 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   343,215 2,900 SH   SOLE   2,900 0 0
PINTEREST INC CL A 72352L106   39,647,791 1,278,961 SH   SOLE   1,278,961 0 0
PONY AI INC SPONSORED ADS 732908108   119,890 13,593 SH   SOLE   13,593 0 0
QIFU TECHNOLOGY INC AMERICAN DEP 88557W101   52,813,711 1,175,990 SH   SOLE   1,175,990 0 0
RELX PLC SPONSORED ADR 759530108   518,416 10,284 SH   SOLE   10,284 0 0
ROBINHOOD MKTS INC COM CL A 770700102   23,267,286 559,041 SH   SOLE   559,041 0 0
ROCKWELL AUTOMATION INC COM 773903109   404,881 1,567 SH   SOLE   1,567 0 0
SALESFORCE INC COM 79466L302   1,322,746 4,929 SH   SOLE   4,929 0 0
SANDISK CORP COM 80004C200   36,505,920 766,770 SH   SOLE   766,770 0 0
SAP SE SPON ADR 803054204   988,933 3,684 SH   SOLE   3,684 0 0
SEA LTD SPONSORD ADS 81141R100   107,466,997 823,565 SH   SOLE   823,565 0 0
SKECHERS U S A INC CL A 830566105   2,289,824 40,328 SH   SOLE   40,328 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   563,781 1,025 SH   SOLE   1,025 0 0
SYNOPSYS INC COM 871607107   1,731,267 4,037 SH   SOLE   4,037 0 0
T-MOBILE US INC COM 872590104   559,291 2,097 SH   SOLE   2,097 0 0
TAPESTRY INC COM 876030107   4,544,543 64,544 SH   SOLE   64,544 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109   1,652,611 114,685 SH   SOLE   114,685 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   698,290 45,432 SH   SOLE   45,432 0 0
TRIP COM GROUP LTD ADS 89677Q107   1,791,430 28,176 SH   SOLE   28,176 0 0
UNITY SOFTWARE INC COM 91332U101   1,044,343 53,310 SH   SOLE   53,310 0 0
WAYSTAR HLDG CORP COM 946784105   851,733 22,798 SH   SOLE   22,798 0 0
WILLIAMS COS INC COM 969457100   1,501,829 25,131 SH   SOLE   25,131 0 0