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
AFFIRM HLDGS INC COM CL A 00827B106   217,961 3,579 SH   SOLE   3,579 0 0
AIRBNB INC COM CL A 009066101   544,563 4,144 SH   SOLE   4,144 0 0
AMAZON COM INC COM 023135106   105,578,805 481,238 SH   SOLE   481,238 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   36,112,564 218,652 SH   SOLE   218,652 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   35,621,091 201,215 SH   SOLE   201,215 0 0
AUTODESK INC COM 052769106   2,911,365 9,850 SH   SOLE   9,850 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   3,829,663 12,746 SH   SOLE   12,746 0 0
CANADIAN NATL RY CO COM 136375102   3,262,328 32,138 SH   SOLE   32,138 0 0
CIENA CORP COM NEW 171779309   45,340,953 534,618 SH   SOLE   534,618 0 0
CLOUDFLARE INC CL A COM 18915M107   265,431 2,465 SH   SOLE   2,465 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   3,555,087 46,230 SH   SOLE   46,230 0 0
DATADOG INC CL A COM 23804L103   24,488,202 171,378 SH   SOLE   171,378 0 0
DECKERS OUTDOOR CORP COM 243537107   2,839,401 13,981 SH   SOLE   13,981 0 0
DICKS SPORTING GOODS INC COM 253393102   3,556,174 15,540 SH   SOLE   15,540 0 0
E L F BEAUTY INC COM 26856L103   2,718,158 21,650 SH   SOLE   21,650 0 0
ELI LILLY & CO COM 532457108   10,756,276 13,933 SH   SOLE   13,933 0 0
EPAM SYS INC COM 29414B104   1,423,029 6,086 SH   SOLE   6,086 0 0
FAIR ISAAC CORP COM 303250104   25,708,879 12,913 SH   SOLE   12,913 0 0
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108   6,404,921 591,952 SH   SOLE   591,952 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106   2,248,839 28,114 SH   SOLE   28,114 0 0
GE VERNOVA INC COM 36828A101   3,788,945 11,519 SH   SOLE   11,519 0 0
GENERAC HLDGS INC COM 368736104   231,955 1,496 SH   SOLE   1,496 0 0
GENERAL MTRS CO COM 37045V100   3,161,308 59,345 SH   SOLE   59,345 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106   4,551,534 137,800 SH   SOLE   137,800 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   32,420,764 507,685 SH   SOLE   507,685 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   2,100,860 8,500 SH   SOLE   8,500 0 0
HUBSPOT INC COM 443573100   3,884,493 5,575 SH   SOLE   5,575 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   13,082,927 25,065 SH   SOLE   25,065 0 0
JEFFERIES FINL GROUP INC COM 47233W109   243,197 3,102 SH   SOLE   3,102 0 0
KKR & CO INC COM 48251W104   70,523,044 476,797 SH   SOLE   476,797 0 0
LI AUTO INC SPONSORED ADS 50202M102   292,006 12,172 SH   SOLE   12,172 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   5,107,327 55,119 SH   SOLE   55,119 0 0
LINDE PLC SHS G54950103   220,639 527 SH   SOLE   527 0 0
LIVE NATION ENTERTAINMENT IN COM 538034109   3,765,342 29,076 SH   SOLE   29,076 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   96,672,631 860,996 SH   SOLE   860,996 0 0
META PLATFORMS INC CL A 30303M102   121,931,286 208,248 SH   SOLE   208,248 0 0
MICROSOFT CORP COM 594918104   81,152,660 192,533 SH   SOLE   192,533 0 0
MONDAY COM LTD SHS M7S64H106   2,160,868 9,178 SH   SOLE   9,178 0 0
MSCI INC COM 55354G100   1,145,419 1,909 SH   SOLE   1,909 0 0
NETEASE INC SPONSORED ADS 64110W102   4,163,788 46,674 SH   SOLE   46,674 0 0
NETFLIX INC COM 64110L106   2,527,784 2,836 SH   SOLE   2,836 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   638,527 9,949 SH   SOLE   9,949 0 0
NVIDIA CORPORATION COM 67066G104   159,324,342 1,186,420 SH   SOLE   1,186,420 0 0
ON HLDG AG NAMEN AKT A H5919C104   1,638,609 29,918 SH   SOLE   29,918 0 0
PALO ALTO NETWORKS INC COM 697435105   2,102,366 11,554 SH   SOLE   11,554 0 0
PAYCOM SOFTWARE INC COM 70432V102   390,878 1,907 SH   SOLE   1,907 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   3,666,707 37,805 SH   SOLE   37,805 0 0
PROGRESSIVE CORP COM 743315103   7,255,151 30,279 SH   SOLE   30,279 0 0
RALPH LAUREN CORP CL A 751212101   2,263,604 9,800 SH   SOLE   9,800 0 0
REDDIT INC CL A 75734B100   1,028,691 6,294 SH   SOLE   6,294 0 0
RELX PLC SPONSORED ADR 759530108   255,124 5,617 SH   SOLE   5,617 0 0
ROBINHOOD MKTS INC COM CL A 770700102   322,224 8,648 SH   SOLE   8,648 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   12,716,556 55,124 SH   SOLE   55,124 0 0
S&P GLOBAL INC COM 78409V104   2,055,370 4,127 SH   SOLE   4,127 0 0
SALESFORCE INC COM 79466L302   43,916,920 131,358 SH   SOLE   131,358 0 0
SAP SE SPON ADR 803054204   793,781 3,224 SH   SOLE   3,224 0 0
SEA LTD SPONSORD ADS 81141R100   98,952,467 932,634 SH   SOLE   932,634 0 0
SERVICENOW INC COM 81762P102   38,529,001 36,344 SH   SOLE   36,344 0 0
SHOPIFY INC CL A 82509L107   2,048,979 19,270 SH   SOLE   19,270 0 0
SKECHERS U S A INC CL A 830566105   2,723,220 40,500 SH   SOLE   40,500 0 0
SNOWFLAKE INC CL A 833445109   2,055,352 13,311 SH   SOLE   13,311 0 0
SOUTHERN COPPER CORP COM 84265V105   250,334 2,747 SH   SOLE   2,747 0 0
STEPSTONE GROUP INC COM CL A 85914M107   12,413,987 214,478 SH   SOLE   214,478 0 0
SYNOPSYS INC COM 871607107   2,995,642 6,172 SH   SOLE   6,172 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   8,335,065 42,205 SH   SOLE   42,205 0 0
TAPESTRY INC COM 876030107   26,541,096 406,262 SH   SOLE   406,262 0 0
TARGA RES CORP COM 87612G101   220,091 1,233 SH   SOLE   1,233 0 0
TERADYNE INC COM 880770102   41,160,856 326,881 SH   SOLE   326,881 0 0
T-MOBILE US INC COM 872590104   259,137 1,174 SH   SOLE   1,174 0 0
TPG INC COM CL A 872657101   12,705,054 202,181 SH   SOLE   202,181 0 0
TRIP COM GROUP LTD ADS 89677Q107   72,862,473 1,061,207 SH   SOLE   1,061,207 0 0
TYLER TECHNOLOGIES INC COM 902252105   2,232,173 3,871 SH   SOLE   3,871 0 0
UNITY SOFTWARE INC COM 91332U101   1,865,954 83,042 SH   SOLE   83,042 0 0
VISTRA CORP COM 92840M102   1,784,038 12,940 SH   SOLE   12,940 0 0
WALMART INC COM 931142103   25,618,562 283,548 SH   SOLE   283,548 0 0
WORKDAY INC CL A 98138H101   1,588,691 6,157 SH   SOLE   6,157 0 0
YUM CHINA HLDGS INC COM 98850P109   67,643,830 1,404,273 SH   SOLE   1,404,273 0 0