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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
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   58,424,911 807,420 SH   SOLE   807,420 0 0
ARTISAN PARTNERS ASSET MGMT CL A 04316A108   210,542 4,600 SH   SOLE   4,600 0 0
BUILDERS FIRSTSOURCE INC COM 12008R107   224,817 1,078 SH   SOLE   1,078 0 0
COMFORT SYS USA INC COM 199908104   206,512 650 SH   SOLE   650 0 0
DECKERS OUTDOOR CORP COM 243537107   222,137 236 SH   SOLE   236 0 0
EMCOR GROUP INC COM 29084Q100   229,731 656 SH   SOLE   656 0 0
ICICI BANK LIMITED ADR 45104G104   3,452,579 130,730 SH   SOLE   130,730 0 0
INSTALLED BLDG PRODS INC COM 45780R101   215,005 831 SH   SOLE   831 0 0
MEDPACE HLDGS INC COM 58506Q109   205,712 509 SH   SOLE   509 0 0
NEWMARK GROUP INC CL A 65158N102   190,748 17,200 SH   SOLE   17,200 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   111,357,968 957,918 SH   SOLE   957,918 0 0
PENNANTPARK INVT CORP COM 708062104   165,271 24,022 SH   SOLE   24,022 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   59,233,585 435,381 SH   SOLE   435,381 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109   37,515,258 3,352,570 SH   SOLE   3,352,570 0 0
TOPBUILD CORP COM 89055F103   220,365 500 SH   SOLE   500 0 0
TRIP COM GROUP LTD ADS 89677Q107   41,525,646 946,130 SH   SOLE   946,130 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103   49,617,066 2,998,010 SH   SOLE   2,998,010 0 0