The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 8,163,160 | 79,890 | SH | SOLE | 79,890 | 0 | 0 | ||
APPLIED MATLS INC | COM | 038222105 | 4,963,806 | 40,412 | SH | SOLE | 40,412 | 0 | 0 | ||
BILL HOLDINGS INC | COM | 090043100 | 2,085,298 | 25,700 | SH | SOLE | 25,700 | 0 | 0 | ||
CEMEX SAB DE CV | SPON ADR NEW | 151290889 | 2,368,471 | 428,295 | SH | SOLE | 428,295 | 0 | 0 | ||
FLEX LTD | ORD | Y2573F102 | 4,308,807 | 187,258 | SH | SOLE | 187,258 | 0 | 0 | ||
GLOBALFOUNDRIES INC | ORDINARY SHARES | G39387108 | 873,378 | 12,100 | SH | SOLE | 12,100 | 0 | 0 | ||
LAUDER ESTEE COS INC | CL A | 518439104 | 8,971,144 | 36,400 | SH | SOLE | 36,400 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 6,975,369 | 32,912 | SH | SOLE | 32,912 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 9,574,155 | 33,209 | SH | SOLE | 33,209 | 0 | 0 | ||
NCINO INC | COM | 63947X101 | 2,121,168 | 85,600 | SH | SOLE | 85,600 | 0 | 0 | ||
NORTHROP GRUMMAN CORP | COM | 666807102 | 2,400,944 | 5,200 | SH | SOLE | 5,200 | 0 | 0 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 5,013,474 | 25,100 | SH | SOLE | 25,100 | 0 | 0 | ||
PDD HOLDINGS INC | SPONSORED ADS | 722304102 | 2,481,930 | 32,700 | SH | SOLE | 32,700 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 2,411,262 | 18,900 | SH | SOLE | 18,900 | 0 | 0 | ||
SERVICENOW INC | COM | 81762P102 | 2,555,960 | 5,500 | SH | SOLE | 5,500 | 0 | 0 | ||
SYNOPSYS INC | COM | 871607107 | 5,734,268 | 14,846 | SH | SOLE | 14,846 | 0 | 0 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 3,608,711 | 38,795 | SH | SOLE | 38,795 | 0 | 0 | ||
ULTA BEAUTY INC | COM | 90384S303 | 6,220,638 | 11,400 | SH | SOLE | 11,400 | 0 | 0 | ||
US FOODS HLDG CORP | COM | 912008109 | 3,272,921 | 88,601 | SH | SOLE | 88,601 | 0 | 0 |