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
ACM RESH INC COM CL A 00108J109   1,677,105 13,217 SH   SOLE   13,217 0 0
ADVANCED MICRO DEVICES INC COM 007903107   3,225,212 5,552 SH   SOLE   5,552 0 0
ALPHABET INC CAP STK CL A 02079K305   19,566,722 54,752 SH   SOLE   54,752 0 0
ATI INC COM 01741R102   19,647,716 99,684 SH   SOLE   99,684 0 0
ATOUR LIFESTYLE HLDGS LTD SPONSORED ADS 04965M106   8,058,788 253,421 SH   SOLE   253,421 0 0
FLUOR CORP COM 343412102   2,590,843 49,453 SH   SOLE   49,453 0 0
ICICI BANK LIMITED ADR 45104G104   12,492,451 430,329 SH   SOLE   430,329 0 0
MYR GROUP INC COM 55405W104   23,956,650 47,875 SH   SOLE   47,875 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   6,211,862 81,435 SH   SOLE   81,435 0 0
PRIMORIS SVCS CORP COM 74164F103   1,998,953 20,167 SH   SOLE   20,167 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   4,203,540 4,356 SH   SOLE   4,356 0 0
SYNOPSYS INC COM 871607107   4,720,759 10,583 SH   SOLE   10,583 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100   24,781,585 51,891 SH   SOLE   51,891 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101   14,819,074 141,579 SH   SOLE   141,579 0 0
VNET GROUP INC SPONSORED ADS A 90138A103   3,845,098 478,246 SH   SOLE   478,246 0 0
WESCO INTL INC COM 95082P105   10,192,258 29,506 SH   SOLE   29,506 0 0
WOODWARD INC COM 980745103   15,972,719 37,544 SH   SOLE   37,544 0 0