The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AGNICO EAGLE MINES LTD | COM | 008474108 | 6,001,362 | 35,400 | SH | SOLE | 35,400 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 18,806,060 | 81,475 | SH | SOLE | 81,475 | 0 | 0 | ||
| BLUE OWL CAPITAL INC | COM CL A | 09581B103 | 9,282,491 | 621,318 | SH | SOLE | 621,318 | 0 | 0 | ||
| COUPANG INC | CL A | 22266T109 | 2,547,720 | 108,000 | SH | SOLE | 108,000 | 0 | 0 | ||
| EQUIFAX INC | COM | 294429105 | 6,509,400 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| HDFC BANK LTD | SPONSORED ADS | 40415F101 | 3,546,572 | 97,060 | SH | SOLE | 97,060 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 13,701,120 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 5,709,779 | 8,650 | SH | SOLE | 8,650 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 9,304,366 | 32,600 | SH | SOLE | 32,600 | 0 | 0 | ||
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | 5,623,803 | 335,950 | SH | SOLE | 335,950 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 14,501,873 | 27,750 | SH | SOLE | 27,750 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG | SPONSORED ADS | 874039100 | 12,621,159 | 41,532 | SH | SOLE | 41,532 | 0 | 0 | ||
| TENET HEALTHCARE CORP | COM NEW | 88033G407 | 4,391,712 | 22,100 | SH | SOLE | 22,100 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 8,066,330 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | ||