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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCED MICRO DEVICES INC COM 007903107   26,796,644 235,244 SH   SOLE   235,244 0 0
AMAZON COM INC COM 023135106   11,008,250 84,445 SH   SOLE   84,445 0 0
ARES MANAGEMENT CORPORATION CL A COM STK 03990B101   43,055,732 446,868 SH   SOLE   446,868 0 0
ACTIVISION BLIZZARD INC COM 00507V109   1,671,922 19,833 SH   SOLE   19,833 0 0
BROADCOM INC COM 11135F101   3,545,186 4,087 SH   SOLE   4,087 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   2,492,948 10,630 SH   SOLE   10,630 0 0
DATADOG INC CL A COM 23804L103   2,592,018 26,347 SH   SOLE   26,347 0 0
DHT HOLDINGS INC SHS NEW Y2065G121   7,460,816 874,656 SH   SOLE   874,656 0 0
DAQO NEW ENERGY CORP SPNSRD ADS NEW 23703Q203   434,437 10,943 SH   SOLE   10,943 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   68,260,795 1,728,559 SH   SOLE   1,728,559 0 0
FRONTLINE PLC COM M46528101   5,371,029 369,651 SH   SOLE   369,651 0 0
GAOTU TECHEDU INC SPONSORED ADS 36257Y109   7,627,248 2,639,186 SH   SOLE   2,639,186 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   13,458,512 193,092 SH   SOLE   193,092 0 0
ICICI BANK LIMITED ADR 45104G104   35,576,851 1,541,458 SH   SOLE   1,541,458 0 0
INTERNATIONAL SEAWAYS INC COM Y41053102   6,766,606 176,951 SH   SOLE   176,951 0 0
LI AUTO INC SPONSORED ADS 50202M102   8,565,313 244,026 SH   SOLE   244,026 0 0
LINDE PLC SHS G54950103   2,212,932 5,807 SH   SOLE   5,807 0 0
MERCADOLIBRE INC COM 58733R102   9,761,104 8,240 SH   SOLE   8,240 0 0
META PLATFORMS INC CL A 30303M102   2,531,738 8,822 SH   SOLE   8,822 0 0
MINISO GROUP HLDG LTD SPONSORED ADS 66981J102   1,227,035 72,221 SH   SOLE   72,221 0 0
MARVELL TECHNOLOGY INC COM 573874104   206,958 3,462 SH   SOLE   3,462 0 0
MSCI INC COM 55354G100   985,509 2,100 SH   SOLE   2,100 0 0
MICROSOFT CORP COM 594918104   86,372,182 253,633 SH   SOLE   253,633 0 0
MICRON TECHNOLOGY INC COM 595112103   36,498,974 578,339 SH   SOLE   578,339 0 0
NETEASE INC SPONSORED ADS 64110W102   21,254,396 219,820 SH   SOLE   219,820 0 0
NVIDIA CORPORATION COM 67066G104   85,494,457 202,105 SH   SOLE   202,105 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   27,208,111 393,522 SH   SOLE   393,522 0 0
PFIZER INC COM 717081103   1,379,168 37,600 SH   SOLE   37,600 0 0
PARKER-HANNIFIN CORP COM 701094104   1,521,156 3,900 SH   SOLE   3,900 0 0
RLX TECHNOLOGY INC SPONSORED ADS 74969N103   4,486,892 2,534,967 SH   SOLE   2,534,967 0 0
SUPER MICRO COMPUTER INC COM 86800U104   30,770,660 123,453 SH   SOLE   123,453 0 0
SNOWFLAKE INC CL A 833445109   15,408,281 87,557 SH   SOLE   87,557 0 0
SYNOPSYS INC COM 871607107   2,531,038 5,813 SH   SOLE   5,813 0 0
S&P GLOBAL INC COM 78409V104   1,107,659 2,763 SH   SOLE   2,763 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109   88,560 12,000 SH   SOLE   12,000 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   629,034 6,233 SH   SOLE   6,233 0 0