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 5,967,024 35,400 SH SOLE 35,400 0 0
AMAZON COM INC COM 023135106 22,544,350 102,675 SH SOLE 102,675 0 0
BLUE OWL CAPITAL INC COM CL A 09581B103 14,881,267 878,988 SH SOLE 878,988 0 0
COUPANG INC CL A 22266T109 4,841,270 150,350 SH SOLE 150,350 0 0
EQUIFAX INC COM 294429105 10,499,773 40,930 SH SOLE 40,930 0 0
FLUTTER ENTMT PLC SHS G3643J108 9,885,680 38,920 SH SOLE 38,920 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 10,209,058 298,860 SH SOLE 298,860 0 0
MARVELL TECHNOLOGY INC COM 573874104 9,657,121 114,870 SH SOLE 114,870 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 9,701,260 605,950 SH SOLE 605,950 0 0
S&P GLOBAL INC COM 78409V104 10,220,910 21,000 SH SOLE 21,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 17,324,917 62,032 SH SOLE 62,032 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 10,212,912 50,300 SH SOLE 50,300 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 5,723,236 11,800 SH SOLE 11,800 0 0
WASTE CONNECTIONS INC COM 94106B101 6,856,200 39,000 SH SOLE 39,000 0 0
WORKDAY INC CL A 98138H101 13,177,560 54,740 SH SOLE 54,740 0 0