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
ALPHABET INC CAP STK CL C 02079K107   8,575,742 48,344 SH   SOLE   48,344 0 0
AMAZON COM INC COM 023135106   21,384,382 97,472 SH   SOLE   97,472 0 0
AMER SPORTS INC COM SHS G0260P102   16,789,669 433,170 SH   SOLE   433,170 0 0
AMPHENOL CORP NEW CL A 032095101   1,510,381 15,295 SH   SOLE   15,295 0 0
ATI INC COM 01741R102   10,087,879 116,839 SH   SOLE   116,839 0 0
BROADCOM INC COM 11135F101   6,565,707 23,819 SH   SOLE   23,819 0 0
CASEYS GEN STORES INC COM 147528103   1,912,492 3,748 SH   SOLE   3,748 0 0
CLOUDFLARE INC CL A COM 18915M107   2,376,985 12,138 SH   SOLE   12,138 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105   1,490,699 16,100 SH   SOLE   16,100 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   3,316,479 8,151 SH   SOLE   8,151 0 0
DISNEY WALT CO COM 254687106   3,357,075 27,071 SH   SOLE   27,071 0 0
DRAFTKINGS INC NEW COM CL A 26142V105   2,792,353 65,105 SH   SOLE   65,105 0 0
ELECTRONIC ARTS INC COM 285512109   3,390,591 21,231 SH   SOLE   21,231 0 0
FLUENCE ENERGY INC COM CL A 34379V103   134,200 20,000 SH   SOLE   20,000 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109   2,328,890 463,000 SH   SOLE   463,000 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106   6,927,380 204,227 SH   SOLE   204,227 0 0
IQVIA HLDGS INC COM 46266C105   14,856,009 94,270 SH   SOLE   94,270 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   5,281,117 50,537 SH   SOLE   50,537 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   3,944,323 26,073 SH   SOLE   26,073 0 0
LUMENTUM HLDGS INC COM 55024U109   5,076,584 53,404 SH   SOLE   53,404 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   9,762,008 99,592 SH   SOLE   99,592 0 0
META PLATFORMS INC CL A 30303M102   27,630,399 37,435 SH   SOLE   37,435 0 0
MICROSOFT CORP COM 594918104   36,125,893 72,628 SH   SOLE   72,628 0 0
MINISO GROUP HLDG LTD SPONSORED ADS 66981J102   2,647,366 145,300 SH   SOLE   145,300 0 0
NETEASE INC SPONSORED ADS 64110W102   4,304,138 31,982 SH   SOLE   31,982 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   2,690,492 196,100 SH   SOLE   196,100 0 0
NVIDIA CORPORATION COM 67066G104   45,044,213 285,108 SH   SOLE   285,108 0 0
ORACLE CORP COM 68389X105   3,160,515 14,456 SH   SOLE   14,456 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   3,298,360 31,515 SH   SOLE   31,515 0 0
ROCKWELL AUTOMATION INC COM 773903109   290,317 874 SH   SOLE   874 0 0
SAP SE SPON ADR 803054204   22,788,038 74,936 SH   SOLE   74,936 0 0
SEA LTD SPONSORD ADS 81141R100   62,459,609 390,519 SH   SOLE   390,519 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   4,664,890 32,321 SH   SOLE   32,321 0 0
SNOWFLAKE INC CL A 833445109   3,378,927 15,100 SH   SOLE   15,100 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   323,817 422 SH   SOLE   422 0 0
SPROUTS FMRS MKT INC COM 85208M102   2,992,003 18,173 SH   SOLE   18,173 0 0
SYNOPSYS INC COM 871607107   3,208,864 6,259 SH   SOLE   6,259 0 0
TAPESTRY INC COM 876030107   2,425,576 27,623 SH   SOLE   27,623 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109   68,714,392 3,525,623 SH   SOLE   3,525,623 0 0
UBER TECHNOLOGIES INC COM 90353T100   25,789,893 276,419 SH   SOLE   276,419 0 0
UNITED RENTALS INC COM 911363109   1,176,057 1,561 SH   SOLE   1,561 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   2,525,311 19,666 SH   SOLE   19,666 0 0
WERIDE INC SPONSORED ADS 950915108   183,533 23,291 SH   SOLE   23,291 0 0
WESTERN DIGITAL CORP COM 958102105   21,281,538 332,576 SH   SOLE   332,576 0 0
WILLIAMS COS INC COM 969457100   257,898 4,106 SH   SOLE   4,106 0 0
YATSEN HLDG LTD SPONSORED ADS 985194208   1,016,056 105,400 SH   SOLE   105,400 0 0
ZAI LAB LTD ADR 98887Q104   1,930,694 55,210 SH   SOLE   55,210 0 0
ZSCALER INC COM 98980G102   2,300,866 7,329 SH   SOLE   7,329 0 0