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
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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
CHORD ENERGY CORPORATION COM NEW 674215207 1,517,904 13,280 SH SOLE 13,280 0 0
ARISTA NETWORKS INC COM SHS 040413205 2,938,924 17,300 SH SOLE 17,300 0 0
FRESHWORKS INC CLASS A COM 358054104 1,361,332 134,519 SH SOLE 134,519 0 0
EPSILON ENERGY LTD COM 294375209 1,352,500 250,000 SH SOLE 250,000 0 0
KENVUE INC COM 49177J102 286,650 15,000 SH SOLE 15,000 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 11,659,202 301,038 SH SOLE 301,038 0 0
AMPLIFY ENERGY CORP NEW COM 03212B103 355,852 89,410 SH SOLE 89,410 0 0
MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 22,317,639 418,796 SH SOLE 418,796 0 0
SEA LTD SPONSORD ADS 81141R100 4,274,018 44,600 SH SOLE 44,600 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 1,389,729 2,910 SH SOLE 2,910 0 0
TASKUS INC CLASS A COM 87652V109 9,955,273 2,127,195 SH SOLE 2,127,195 0 0
GENPACT LIMITED SHS G3922B107 10,431,355 379,322 SH SOLE 379,322 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 1,630,488 4,100 SH SOLE 4,100 0 0
SHINHAN FINANCIAL GROUP CO L SPN ADR RESTRD 824596100 904,475 14,300 SH SOLE 14,300 0 0
KOSMOS ENERGY LTD COM 500688106 527,500 250,000 SH SOLE 250,000 0 0
NVIDIA CORPORATION COM 67066G104 40,048,014 200,150 SH SOLE 200,150 0 0