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   2,260,517 3,789 SH   SOLE   3,789 0 0
ALLSTATE CORP COM 020002101   267,082 1,908 SH   SOLE   1,908 0 0
ALLY FINL INC COM 02005N100   251,005 7,188 SH   SOLE   7,188 0 0
ADVANCED MICRO DEVICES INC COM 007903107   28,597,687 194,001 SH   SOLE   194,001 0 0
AMETEK INC COM 031100100   2,870,570 17,409 SH   SOLE   17,409 0 0
AMAZON COM INC COM 023135106   32,166,002 211,702 SH   SOLE   211,702 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   26,901,530 288,674 SH   SOLE   288,674 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   111,114,091 934,360 SH   SOLE   934,360 0 0
BROADCOM INC COM 11135F101   3,049,595 2,732 SH   SOLE   2,732 0 0
BOOKING HOLDINGS INC COM 09857L108   1,120,922 316 SH   SOLE   316 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   2,120,700 5,946 SH   SOLE   5,946 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106   1,243,159 74,844 SH   SOLE   74,844 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   9,260,035 33,998 SH   SOLE   33,998 0 0
DATADOG INC CL A COM 23804L103   2,402,839 19,796 SH   SOLE   19,796 0 0
DHT HOLDINGS INC SHS NEW Y2065G121   245,888 25,065 SH   SOLE   25,065 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   104,754,859 1,429,515 SH   SOLE   1,429,515 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   42,161,723 628,248 SH   SOLE   628,248 0 0
ICICI BANK LIMITED ADR 45104G104   99,840,299 4,187,932 SH   SOLE   4,187,932 0 0
KEYCORP COM 493267108   214,776 14,915 SH   SOLE   14,915 0 0
ELI LILLY & CO COM 532457108   42,785,745 73,399 SH   SOLE   73,399 0 0
LULULEMON ATHLETICA INC COM 550021109   3,464,501 6,776 SH   SOLE   6,776 0 0
LAS VEGAS SANDS CORP COM 517834107   3,188,808 64,800 SH   SOLE   64,800 0 0
MASTERCARD INCORPORATED CL A 57636Q104   2,640,523 6,191 SH   SOLE   6,191 0 0
MONGODB INC CL A 60937P106   915,006 2,238 SH   SOLE   2,238 0 0
MERCADOLIBRE INC COM 58733R102   3,336,379 2,123 SH   SOLE   2,123 0 0
META PLATFORMS INC CL A 30303M102   118,133,088 333,747 SH   SOLE   333,747 0 0
MARKEL GROUP INC COM 570535104   2,016,258 1,420 SH   SOLE   1,420 0 0
MARVELL TECHNOLOGY INC COM 573874104   339,666 5,632 SH   SOLE   5,632 0 0
MICROSOFT CORP COM 594918104   117,079,302 311,348 SH   SOLE   311,348 0 0
MICRON TECHNOLOGY INC COM 595112103   437,965 5,132 SH   SOLE   5,132 0 0
SERVICENOW INC COM 81762P102   51,159,060 72,413 SH   SOLE   72,413 0 0
NETEASE INC SPONSORED ADS 64110W102   26,033,469 279,449 SH   SOLE   279,449 0 0
NU HLDGS LTD ORD SHS CL A G6683N103   2,145,783 257,597 SH   SOLE   257,597 0 0
NVIDIA CORPORATION COM 67066G104   122,534,761 247,435 SH   SOLE   247,435 0 0
ON HLDG AG NAMEN AKT A H5919C104   7,683,753 284,900 SH   SOLE   284,900 0 0
ORACLE CORP COM 68389X105   1,532,109 14,532 SH   SOLE   14,532 0 0
PALO ALTO NETWORKS INC COM 697435105   2,094,828 7,104 SH   SOLE   7,104 0 0
PAYLOCITY HLDG CORP COM 70438V106   2,089,309 12,674 SH   SOLE   12,674 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   105,640,502 722,032 SH   SOLE   722,032 0 0
PROGRESSIVE CORP COM 743315103   393,262 2,469 SH   SOLE   2,469 0 0
RALPH LAUREN CORP CL A 751212101   1,616,194 11,208 SH   SOLE   11,208 0 0
RAMBUS INC DEL COM 750917106   219,492 3,216 SH   SOLE   3,216 0 0
ROPER TECHNOLOGIES INC COM 776696106   2,991,893 5,488 SH   SOLE   5,488 0 0
SNOWFLAKE INC CL A 833445109   1,992,786 10,014 SH   SOLE   10,014 0 0
SYNOPSYS INC COM 871607107   58,483,993 113,581 SH   SOLE   113,581 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104   30,254,824 2,395,473 SH   SOLE   2,395,473 0 0
UBER TECHNOLOGIES INC COM 90353T100   1,144,586 18,590 SH   SOLE   18,590 0 0
VISA INC COM CL A 92826C839   1,412,399 5,425 SH   SOLE   5,425 0 0
WORKDAY INC CL A 98138H101   2,065,205 7,481 SH   SOLE   7,481 0 0