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
AGNICO EAGLE MINES LTD COM 008474108 3,330,040 28,000 SH SOLE 28,000 0 0
AMAZON COM INC COM 023135106 21,615,400 98,525 SH SOLE 98,525 0 0
ASML HOLDING N V N Y REGISTRY SHS N07059210 2,724,726 3,400 SH SOLE 3,400 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103 12,102,069 629,988 SH SOLE 629,988 0 0
COUPANG INC CL A 22266T109 4,425,092 147,700 SH SOLE 147,700 0 0
EQUIFAX INC COM 294429105 7,884,848 30,400 SH SOLE 30,400 0 0
FISERV INC COM 337738108 9,930,816 57,600 SH SOLE 57,600 0 0
FLUTTER ENTMT PLC SHS G3643J108 9,415,792 32,950 SH SOLE 32,950 0 0
GRUPO AEROPUERTO DEL PACIFIC SPON ADS B 400506101 4,707,210 20,500 SH SOLE 20,500 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 8,692,845 113,380 SH SOLE 113,380 0 0
MARVELL TECHNOLOGY INC COM 573874104 7,082,100 91,500 SH SOLE 91,500 0 0
META PLATFORMS INC CL A 30303M102 2,767,838 3,750 SH SOLE 3,750 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 8,227,884 599,700 SH SOLE 599,700 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 12,117,215 53,500 SH SOLE 53,500 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 10,824,000 61,500 SH SOLE 61,500 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 4,865,520 12,000 SH SOLE 12,000 0 0
WORKDAY INC CL A 98138H101 10,728,000 44,700 SH SOLE 44,700 0 0