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
ADOBE INC COM 00724F101   4,344,692 8,391 SH   SOLE   8,391 0 0
AFFIRM HLDGS INC COM CL A 00827B106   5,283,414 129,432 SH   SOLE   129,432 0 0
AIRBNB INC COM CL A 009066101   2,929,438 23,101 SH   SOLE   23,101 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   766,186 7,220 SH   SOLE   7,220 0 0
AMAZON COM INC COM 023135106   31,680,572 170,024 SH   SOLE   170,024 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   44,384,635 284,809 SH   SOLE   284,809 0 0
AUTODESK INC COM 052769106   2,117,064 7,685 SH   SOLE   7,685 0 0
BIONTECH SE SPONSORED ADS 09075V102   1,268,226 10,678 SH   SOLE   10,678 0 0
BROADCOM INC COM 11135F101   8,142,863 47,205 SH   SOLE   47,205 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107   3,424,614 64,433 SH   SOLE   64,433 0 0
CANADIAN NATL RY CO COM 136375102   4,180,732 35,687 SH   SOLE   35,687 0 0
COSTAR GROUP INC COM 22160N109   2,815,723 37,324 SH   SOLE   37,324 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   2,392,129 8,529 SH   SOLE   8,529 0 0
CYBERARK SOFTWARE LTD SHS M2682V108   434,791 1,491 SH   SOLE   1,491 0 0
DATADOG INC CL A COM 23804L103   17,734,658 154,134 SH   SOLE   154,134 0 0
DBX ETF TR XTRACK HRVST CSI 233051879   6,427,032 224,800 SH   SOLE   224,800 0 0
DECKERS OUTDOOR CORP COM 243537107   2,213,485 13,882 SH   SOLE   13,882 0 0
DHT HOLDINGS INC SHS NEW Y2065G121   151,993 13,780 SH   SOLE   13,780 0 0
DOORDASH INC CL A 25809K105   871,652 6,107 SH   SOLE   6,107 0 0
ELI LILLY & CO COM 532457108   702,550 793 SH   SOLE   793 0 0
FAIR ISAAC CORP COM 303250104   16,028,209 8,247 SH   SOLE   8,247 0 0
GE VERNOVA INC COM 36828A101   10,711,200 42,008 SH   SOLE   42,008 0 0
GLOBANT S A COM L44385109   251,242 1,268 SH   SOLE   1,268 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106   3,794,400 102,000 SH   SOLE   102,000 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   45,422,564 726,064 SH   SOLE   726,064 0 0
HUBSPOT INC COM 443573100   1,613,938 3,036 SH   SOLE   3,036 0 0
ISHARES TR CHINA LG-CAP ETF 464287184   49,767 1,566 SH   SOLE   1,566 0 0
ISHARES TR CORE S&P MCP ETF 464287507   4,003,437 64,240 SH   SOLE   64,240 0 0
KKR & CO INC COM 48251W104   596,359 4,567 SH   SOLE   4,567 0 0
KRANESHARES TRUST CSI CHI INTERNET 500767306   207,284 6,093 SH   SOLE   6,093 0 0
LI AUTO INC SPONSORED ADS 50202M102   313,135 12,208 SH   SOLE   12,208 0 0
LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755   75,400,637 973,791 SH   SOLE   973,791 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   89,664,310 964,651 SH   SOLE   964,651 0 0
MASTERCARD INCORPORATED CL A 57636Q104   2,363,327 4,786 SH   SOLE   4,786 0 0
META PLATFORMS INC CL A 30303M102   163,250,156 285,183 SH   SOLE   285,183 0 0
MICRON TECHNOLOGY INC COM 595112103   3,315,505 31,969 SH   SOLE   31,969 0 0
MICROSOFT CORP COM 594918104   35,841,408 83,294 SH   SOLE   83,294 0 0
MONGODB INC CL A 60937P106   1,978,962 7,320 SH   SOLE   7,320 0 0
MSCI INC COM 55354G100   3,621,161 6,212 SH   SOLE   6,212 0 0
NASDAQ INC COM 631103108   1,461,222 20,014 SH   SOLE   20,014 0 0
NATWEST GROUP PLC SPONS ADR 639057207   97,381 10,404 SH   SOLE   10,404 0 0
NETFLIX INC COM 64110L106   3,613,021 5,094 SH   SOLE   5,094 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   8,169,636 107,722 SH   SOLE   107,722 0 0
NVIDIA CORPORATION COM 67066G104   186,426,673 1,535,134 SH   SOLE   1,535,134 0 0
ON HLDG AG NAMEN AKT A H5919C104   1,488,953 29,690 SH   SOLE   29,690 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   171,363,057 1,271,145 SH   SOLE   1,271,145 0 0
PROGRESSIVE CORP COM 743315103   9,854,516 38,834 SH   SOLE   38,834 0 0
RELX PLC SPONSORED ADR 759530108   1,616,013 34,050 SH   SOLE   34,050 0 0
ROPER TECHNOLOGIES INC COM 776696106   1,329,335 2,389 SH   SOLE   2,389 0 0
ROYAL CARIBBEAN GROUP COM V7780T103   12,108,545 68,271 SH   SOLE   68,271 0 0
SAP SE SPON ADR 803054204   36,994,839 161,479 SH   SOLE   161,479 0 0
SEA LTD SPONSORD ADS 81141R100   79,211,699 840,175 SH   SOLE   840,175 0 0
SERVICENOW INC COM 81762P102   5,363,657 5,997 SH   SOLE   5,997 0 0
SOUTHERN COPPER CORP COM 84265V105   233,191 2,016 SH   SOLE   2,016 0 0
STEPSTONE GROUP INC COM CL A 85914M107   32,154,471 565,801 SH   SOLE   565,801 0 0
SYNOPSYS INC COM 871607107   5,049,215 9,971 SH   SOLE   9,971 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   6,206,271 35,736 SH   SOLE   35,736 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   1,055,197 58,557 SH   SOLE   58,557 0 0
TRIP COM GROUP LTD ADS 89677Q107   92,448,119 1,555,580 SH   SOLE   1,555,580 0 0
TYLER TECHNOLOGIES INC COM 902252105   202,551 347 SH   SOLE   347 0 0
UBER TECHNOLOGIES INC COM 90353T100   2,171,523 28,892 SH   SOLE   28,892 0 0
UNITY SOFTWARE INC COM 91332U101   2,222,257 98,243 SH   SOLE   98,243 0 0
UP FINTECH HLDG LTD SPONSORED ADS 91531W106   55,509 10,395 SH   SOLE   10,395 0 0
VIKING THERAPEUTICS INC COM 92686J106   2,959,299 46,743 SH   SOLE   46,743 0 0
VISA INC COM CL A 92826C839   1,578,763 5,742 SH   SOLE   5,742 0 0
YUM CHINA HLDGS INC COM 98850P109   99,663,475 2,213,760 SH   SOLE   2,213,760 0 0
ZSCALER INC COM 98980G102   1,867,178 10,923 SH   SOLE   10,923 0 0