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
ALIBABA GROUP HODING LTD COM 01609W102 1,268,972 11,800 SH SOLE 11,800 0 0
ALPHABET INC COM 02079K305 1,893,018 5,500 SH SOLE 5,500 0 0
AMPHENOL CORPORATION COM 032095101 1,518,120 18,000 SH SOLE 18,000 0 0
ARISTA NETWORKS INC COM 040413205 2,545,938 12,500 SH SOLE 12,500 0 0
ASE TECHNOLOGY HOLDING CO LTD COM 00215W100 2,400,840 54,000 SH SOLE 54,000 0 0
AXOGEN INC COM 05463X106 1,467,550 35,000 SH SOLE 35,000 0 0
BANCO SANTANDER CHILE COM 05965X109 9,294,129 278,601 SH SOLE 122,301 0 156,300
BBB FOODS INC COM G0896C103 12,475,680 237,000 SH SOLE 98,000 0 139,000
COCA COLA FEMSA SAB DE CV COM 191241108 4,148,736 38,400 SH SOLE 0 0 38,400
COLUMBIA INDIA COMNSUMER ETF ETF 19762B707 1,303,055 22,438 SH SOLE 22,438 0 0
COMFORT SYSTEMS USA INC COM 199908104 1,654,070 1,000 SH SOLE 1,000 0 0
DOORDASH INC COM 25809K105 1,321,776 7,200 SH SOLE 7,200 0 0
EMBRAER SA COM 29082A107 16,315,969 216,622 SH SOLE 90,114 0 126,508
ETHOS TECHNOLOGIES INC COM 29765A101 1,272,620 38,000 SH SOLE 38,000 0 0
FIRSTCASH HOLDINGS INC COM 33768G107 1,753,583 8,300 SH SOLE 8,300 0 0
FREEPORT MCMORAN INC COM 35671D857 1,595,430 22,800 SH SOLE 22,800 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 1,802,910 2,000 SH SOLE 2,000 0 0
ICICI BANK LTD ADR 45104G104 493,668 17,919 SH SOLE 17,919 0 0
INTERACTIVE BROKERS GROUP INC COM 45841N107 1,280,850 15,000 SH SOLE 15,000 0 0
INTERDIGITAL INC COM 45867G101 1,670,426 5,120 SH SOLE 5,120 0 0
ISHARES MSCI INDIA SMALL CAPP ETF 46429B614 1,263,374 18,363 SH SOLE 18,363 0 0
KB FINANCIAL GROUP INC COM 48241A105 1,969,600 16,000 SH SOLE 16,000 0 0
LAUREATE EDUCATION INC COM 518613203 9,256,929 242,582 SH SOLE 178,582 0 64,000
LITTLEFUSE INC COM 537008104 1,237,890 2,920 SH SOLE 2,920 0 0
MICROSOFT CORP COM 594918104 2,297,926 4,480 SH SOLE 4,480 0 0
NATERA INC COM 632307104 3,474,198 8,400 SH SOLE 8,400 0 0
NEWMONT CORP COM 651639106 1,407,209 12,200 SH SOLE 12,200 0 0
OKTA INC COM 679295105 2,405,340 11,500 SH SOLE 11,500 0 0
PALANTIR TECHNOLOGIES INC COM 69608A108 2,618,910 14,000 SH SOLE 14,000 0 0
SAMSUNG ELECTRONICS CO LTD COM 796050888 4,989,840 1,020 SH SOLE 1,020 0 0
SEAGATE TECHNOLOGY HOLDINGS PL COM 80004C200 2,029,302 2,200 SH SOLE 2,200 0 0
SNOWFLAKE INC COM 833445109 1,868,378 5,500 SH SOLE 5,500 0 0
SPACE EXPLORATION TECHNOLOGIES COM 84615Q103 1,358,550 9,000 SH SOLE 9,000 0 0
STATE BANK OF INDIA COM 856552203 1,234,820 12,299 SH SOLE 12,299 0 0
STONEX GROUP INC COM 861896108 2,270,268 35,100 SH SOLE 35,100 0 0
TAIWAN SEMICONDUCTOR ADR 874039100 5,428,661 11,900 SH SOLE 11,900 0 0
TELIX PHARMACEUTICALS LTD COM 87961M105 1,151,850 105,000 SH SOLE 105,000 0 0
VIKING HOLDINGS LTD COM G93A5A101 1,440,996 18,400 SH SOLE 18,400 0 0