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
AMPLIFY ENERGY CORP NEW COM 03212B103 376,416 89,410 SH SOLE 89,410 0 0
KENVUE INC COM 49177J102 264,900 15,000 SH SOLE 15,000 0 0
CHORD ENERGY CORPORATION COM NEW 674215207 1,780,450 13,280 SH SOLE 13,280 0 0
GENPACT LIMITED SHS G3922B107 16,255,957 499,722 SH SOLE 499,722 0 0
TASKUS INC CLASS A COM 87652V109 33,690,963 4,302,805 SH SOLE 4,302,805 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 22,443,991 390,738 SH SOLE 390,738 0 0
EPSILON ENERGY LTD COM 294375209 1,450,000 250,000 SH SOLE 250,000 0 0
NVIDIA CORPORATION COM 67066G104 45,710,257 200,150 SH SOLE 200,150 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 1,667,183 4,100 SH SOLE 4,100 0 0
SEA LTD SPONSORD ADS 81141R100 4,342,256 44,600 SH SOLE 44,600 0 0
FRESHWORKS INC CLASS A COM 358054104 1,720,498 134,519 SH SOLE 134,519 0 0
ARISTA NETWORKS INC COM SHS 040413205 2,890,978 14,200 SH SOLE 14,200 0 0
KOSMOS ENERGY LTD COM 500688106 635,000 250,000 SH SOLE 250,000 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 15,839,060 709,000 SH SOLE 709,000 0 0