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 |
| ADOBE INC | COM | 00724F101 | 5,074,155 | 14,498 | SH | SOLE | 14,498 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 25,706,377 | 82,129 | SH | SOLE | 82,129 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 1,955,761 | 7,194 | SH | SOLE | 7,194 | 0 | 0 | ||
| AUTOHOME INC | SP ADS RP CL A | 05278C107 | 604,114 | 27,139 | SH | SOLE | 27,139 | 0 | 0 | ||
| BROADCOM INC | COM | 11135F101 | 2,444,850 | 7,064 | SH | SOLE | 7,064 | 0 | 0 | ||
| CHUBB LTD SWITZ | COM | H1467J104 | 13,237,009 | 42,410 | SH | SOLE | 42,410 | 0 | 0 | ||
| CIENA CORP | COM NEW | 171779309 | 60,806 | 260 | SH | SOLE | 260 | 0 | 0 | ||
| FISERV INC | COM | 337738108 | 810,742 | 12,070 | SH | SOLE | 12,070 | 0 | 0 | ||
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | 3,785,888 | 157,614 | SH | SOLE | 157,614 | 0 | 0 | ||
| KE HLDGS INC | SPONSORED ADS | 482497104 | 532,042 | 33,759 | SH | SOLE | 33,759 | 0 | 0 | ||
| MARRIOTT INTL INC NEW | CL A | 571903202 | 12,019,939 | 38,744 | SH | SOLE | 38,744 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 447,541 | 678 | SH | SOLE | 678 | 0 | 0 | ||
| MARKEL GROUP INC | COM | 570535104 | 19,347 | 9 | SH | SOLE | 9 | 0 | 0 | ||
| MICRON TECHNOLOGY INC | COM | 595112103 | 4,193,244 | 14,692 | SH | SOLE | 14,692 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 9,697,065 | 20,051 | SH | SOLE | 20,051 | 0 | 0 | ||
| NVIDIA CORPORATION | COM | 67066G104 | 18,779,058 | 100,692 | SH | SOLE | 100,692 | 0 | 0 | ||
| QUALCOMM INC | COM | 747525103 | 5,875,396 | 34,349 | SH | SOLE | 34,349 | 0 | 0 | ||
| S&P GLOBAL INC | COM | 78409V104 | 5,748 | 11 | SH | SOLE | 11 | 0 | 0 | ||
| SALESFORCE INC | COM | 79466L302 | 3,337,866 | 12,600 | SH | SOLE | 12,600 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 5,679,704 | 18,690 | SH | SOLE | 18,690 | 0 | 0 | ||
| VISA INC | COM CL A | 92826C839 | 13,684,003 | 39,018 | SH | SOLE | 39,018 | 0 | 0 | ||