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
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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
ARM Holdings PLC SPONSORED ADR 042068205   4,087,512 54,395 SH   SOLE   54,395 0 0
Alibaba Group Holding Ltd SPONSORED ADS 01609W102   2,519,075 32,500 SH   SOLE   32,500 0 0
Li Auto Inc SPONSORED ADS 50202M102   883,348 23,600 SH   SOLE   23,600 0 0
Novo Nordisk A/S ADR 670100205   1,048,673 10,137 SH   SOLE   10,137 0 0
TAL Education Group SPONSORED ADS 874080104   2,086,476 165,200 SH   SOLE   165,200 0 0
XPeng Inc ADS 98422D105   1,021,300 70,000 SH   SOLE   70,000 0 0
Amazon.com Inc COM 023135106   5,545,810 36,500 SH   SOLE   36,500 0 0
American Express Co COM 025816109   3,596,928 19,200 SH   SOLE   19,200 0 0
Coherent Corp COM 19247G107   800,952 18,400 SH   SOLE   18,400 0 0
Dollar General Corp COM 256677105   1,264,335 9,300 SH   SOLE   9,300 0 0
FormFactor Inc COM 346375108   938,475 22,500 SH   SOLE   22,500 0 0
Alphabet Inc CAP STK CL A 02079K305   670,512 4,800 SH   SOLE   4,800 0 0
Grab Holdings Ltd CLASS A ORD G4124C109   2,146,353 636,900 SH   SOLE   636,900 0 0
Home Depot Inc/The COM 437076102   1,559,475 4,500 SH   SOLE   4,500 0 0
HP Inc COM 40434L105   4,691,031 155,900 SH   SOLE   155,900 0 0
Inspire Medical Systems Inc COM 457730109   3,860,898 18,979 SH   SOLE   18,979 0 0
Intel Corp COM 458140100   2,639,783 52,533 SH   SOLE   52,533 0 0
Janus Henderson Group PLC ORD SHS G4474Y214   346,725 11,500 SH   SOLE   11,500 0 0
JPMorgan Chase & Co COM 46625H100   1,948,155 11,453 SH   SOLE   11,453 0 0
KeyCorp COM 493267108   2,778,264 192,935 SH   SOLE   192,935 0 0
Eli Lilly & Co COM 532457108   7,946,365 13,632 SH   SOLE   13,632 0 0
Lowe's Cos Inc COM 548661107   1,602,360 7,200 SH   SOLE   7,200 0 0
Merck & Co Inc COM 58933Y105   2,474,754 22,700 SH   SOLE   22,700 0 0
Marvell Technology Inc COM 573874104   950,667 15,763 SH   SOLE   15,763 0 0
Microsoft Corp COM 594918104   3,267,036 8,688 SH   SOLE   8,688 0 0
Netflix Inc COM 64110L106   2,639,863 5,422 SH   SOLE   5,422 0 0
ServiceNow Inc COM 81762P102   3,815,046 5,400 SH   SOLE   5,400 0 0
NVIDIA Corp COM 67066G104   7,047,476 14,231 SH   SOLE   14,231 0 0
Blue Owl Capital Inc COM CL A 09581B103   1,282,890 86,100 SH   SOLE   86,100 0 0
Palo Alto Networks Inc COM 697435105   3,621,126 12,280 SH   SOLE   12,280 0 0
PVH Corp COM 693656100   2,820,850 23,099 SH   SOLE   23,099 0 0
QUALCOMM Inc COM 747525103   9,111,690 63,000 SH   SOLE   63,000 0 0
Skechers USA Inc CL A 830566105   1,209,396 19,400 SH   SOLE   19,400 0 0
SharkNinja Inc COM SHS G8068L108   875,007 17,100 SH   SOLE   17,100 0 0
Thermo Fisher Scientific Inc COM 883556102   2,858,835 5,386 SH   SOLE   5,386 0 0
Under Armour Inc CL A 904311107   3,158,247 359,300 SH   SOLE   359,300 0 0
Vertiv Holdings Co COM CL A 92537N108   936,585 19,500 SH   SOLE   19,500 0 0
Vertex Pharmaceuticals Inc COM 92532F100   1,717,076 4,220 SH   SOLE   4,220 0 0
ARK Innovation ETF INNOVATION ETF 00214Q104   2,006,504 38,314 SH   SOLE   38,314 0 0
SPDR S&P Regional Banking ETF S&P REGL BKG 78464A698   2,242,221 42,766 SH   SOLE   42,766 0 0