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
AIRBNB INC COM CL A 009066101   465,975 5,450 SH   SOLE   5,450 0 0
AMPLIFY ENERGY CORP NEW COM 03212B103   785,914 89,410 SH   SOLE   89,410 0 0
ANTERO RESOURCES CORP COM 03674X106   309,900 10,000 SH   SOLE   10,000 0 0
ARISTA NETWORKS INC COM 040413106   1,080,015 8,900 SH   SOLE   8,900 0 0
BLOOM ENERGY CORP COM CL A 093712107   764,800 40,000 SH   SOLE   40,000 0 0
CHENIERE ENERGY INC COM NEW 16411R208   6,049,686 40,342 SH   SOLE   40,342 0 0
CHORD ENERGY CORPORATION COM NEW 674215207   1,816,837 13,280 SH   SOLE   13,280 0 0
CUMULUS MEDIA INC COM CL A 231082801   247,779 39,900 SH   SOLE   39,900 0 0
DR REDDYS LABS LTD ADR 256135203   2,778,975 53,700 SH   SOLE   53,700 0 0
DURECT CORP COM NEW 266605500   259,500 75,000 SH   SOLE   75,000 0 0
EPSILON ENERGY LTD COM 294375209   1,657,500 250,000 SH   SOLE   250,000 0 0
EXLSERVICE HOLDINGS INC COM 302081104   548,784 3,239 SH   SOLE   3,239 0 0
FRESHWORKS INC CLASS A COM 358054104   1,232,698 83,800 SH   SOLE   83,800 0 0
GENPACT LIMITED SHS G3922B107   11,970,617 258,433 SH   SOLE   258,433 0 0
ICICI BANK LIMITED ADR 45104G104   38,064,302 1,738,890 SH   SOLE   1,738,890 0 0
IMMUNOCORE HLDGS PLC ADS 45258D105   570,700 10,000 SH   SOLE   10,000 0 0
INFOSYS LTD SPONSORED ADR 456788108   16,150,792 896,768 SH   SOLE   896,768 0 0
LITHIA MTRS INC COM 536797103   204,740 1,000 SH   SOLE   1,000 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109   20,783,396 753,841 SH   SOLE   753,841 0 0
MICRON TECHNOLOGY INC COM 595112103   387,845 7,760 SH   SOLE   7,760 0 0
MICROSOFT CORP COM 594918104   2,038,470 8,500 SH   SOLE   8,500 0 0
NVIDIA CORPORATION COM 67066G104   3,171,969 21,705 SH   SOLE   21,705 0 0
RESOLUTE FST PRODS INC COM 76117W109   1,079,500 50,000 SH   SOLE   50,000 0 0
TERNIUM SA SPONSORED ADS 880890108   1,152,754 37,721 SH   SOLE   37,721 0 0
WNS HLDGS LTD SPON ADR 92932M101   1,740,022 21,753 SH   SOLE   21,753 0 0
ZILLOW GROUP INC CL A 98954M101   312,100 10,000 SH   SOLE   10,000 0 0