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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 57,251,863 504,822 SH SOLE 504,822 0 0
ATOUR LIFESTYLE HLDGS LTD SPONSORED ADS 04965M106 10,757,949 330,912 SH SOLE 330,912 0 0
AXON ENTERPRISE INC COM 05464C101 14,007,917 16,919 SH SOLE 16,919 0 0
BOEING CO COM 097023105 15,604,747 74,475 SH SOLE 74,475 0 0
BROADCOM INC COM 11135F101 20,027,075 72,654 SH SOLE 72,654 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 2,801,700 9,092 SH SOLE 9,092 0 0
CAMECO CORP COM 13321L108 250,675 3,377 SH SOLE 3,377 0 0
DATADOG INC CL A COM 23804L103 11,258,332 83,811 SH SOLE 83,811 0 0
EHANG HLDGS LTD ADS 26853E102 18,469,946 1,063,937 SH SOLE 1,063,937 0 0
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108 23,389,244 1,980,461 SH SOLE 1,980,461 0 0
GE AEROSPACE COM NEW 369604301 45,839,872 178,095 SH SOLE 178,095 0 0
HOWMET AEROSPACE INC COM 443201108 7,262,793 39,020 SH SOLE 39,020 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 11,084,641 181,092 SH SOLE 181,092 0 0
ISHARES INC MSCI EMRG CHN 46434G764 3,684,345 58,352 SH SOLE 58,352 0 0
ISHARES INC MSCI STH KOR ETF 464286772 7,914,822 110,265 SH SOLE 110,265 0 0
ISHARES TR 1 3 YR TREAS BD 464287457 13,270,029 160,150 SH SOLE 160,150 0 0
ISHARES TR ISHARES SEMICDTR 464287523 5,090,755 21,327 SH SOLE 21,327 0 0
ISHARES TR US AER DEF ETF 464288760 10,694,568 56,693 SH SOLE 56,693 0 0
JOHNSON CTLS INTL PLC SHS G51502105 16,548,225 156,677 SH SOLE 156,677 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 16,628,603 169,645 SH SOLE 169,645 0 0
META PLATFORMS INC CL A 30303M102 1,843,011 2,497 SH SOLE 2,497 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206 1,002,769 18,587 SH SOLE 18,587 0 0
NVIDIA CORPORATION COM 67066G104 16,128,725 102,087 SH SOLE 102,087 0 0
ON HLDG AG NAMEN AKT A H5919C104 17,918,160 344,249 SH SOLE 344,249 0 0
ORACLE CORP COM 68389X105 991,050 4,533 SH SOLE 4,533 0 0
PALO ALTO NETWORKS INC COM 697435105 4,478,956 21,887 SH SOLE 21,887 0 0
PHILIP MORRIS INTL INC COM 718172109 25,993,594 142,720 SH SOLE 142,720 0 0
ROBINHOOD MKTS INC COM CL A 770700102 7,580,753 80,965 SH SOLE 80,965 0 0
SALESFORCE INC COM 79466L302 7,026,949 25,769 SH SOLE 25,769 0 0
SEA LTD SPONSORD ADS 81141R100 8,099,202 50,639 SH SOLE 50,639 0 0
SERVICENOW INC COM 81762P102 7,320,958 7,121 SH SOLE 7,121 0 0
SPDR GOLD TR GOLD SHS 78463V107 13,028,129 42,739 SH SOLE 42,739 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 13,014,854 16,961 SH SOLE 16,961 0 0
STRIDE INC COM 86333M108 32,877,840 226,447 SH SOLE 226,447 0 0
SYNOPSYS INC COM 871607107 15,604,954 30,438 SH SOLE 30,438 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 7,401,693 32,680 SH SOLE 32,680 0 0
TEMPUS AI INC CL A 88023B103 19,231,207 302,663 SH SOLE 302,663 0 0
TESLA INC COM 88160R101 18,426,504 58,007 SH SOLE 58,007 0 0
TJX COS INC NEW COM 872540109 10,686,084 86,534 SH SOLE 86,534 0 0
UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 10,215,749 1,335,392 SH SOLE 1,335,392 0 0
UPSTART HLDGS INC COM 91680M107 19,017,925 294,031 SH SOLE 294,031 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 504,009 3,925 SH SOLE 3,925 0 0
VIKING HOLDINGS LTD ORD SHS G93A5A101 31,983,965 600,187 SH SOLE 600,187 0 0
VNET GROUP INC SPONSORED ADS A 90138A103 16,812,561 2,436,603 SH SOLE 2,436,603 0 0
WASTE MGMT INC DEL COM 94106L109 2,725,017 11,909 SH SOLE 11,909 0 0
WERIDE INC SPONSORED ADS 950915108 6,333,660 803,764 SH SOLE 803,764 0 0