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
AIRBNB INC COM CL A 009066101   23,673,537 156,127 SH   SOLE   156,127 0 0
ALPHABET INC CAP STK CL A 02079K305   38,342,392 210,499 SH   SOLE   210,499 0 0
AMAZON COM INC COM 023135106   31,827,695 164,697 SH   SOLE   164,697 0 0
BATH & BODY WORKS INC COM 070830104   17,445,431 446,746 SH   SOLE   446,746 0 0
CIGNA CORP NEW COM 125523100   25,127,947 76,014 SH   SOLE   76,014 0 0
CLEAN HARBORS INC COM 184496107   26,061,073 115,238 SH   SOLE   115,238 0 0
CNH INDL N V SHS N20944109   17,244,491 1,702,319 SH   SOLE   1,702,319 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   226,904,776 3,527,200 SH   SOLE   3,527,200 0 0
ICON PLC SHS G4705A100   218,650,027 697,515 SH   SOLE   697,515 0 0
KB FINANCIAL GROUP INC SPONSORED ADR 48241A105   94,244,950 1,664,811 SH   SOLE   1,664,811 0 0
MICROSOFT CORP COM 594918104   24,312,739 54,397 SH   SOLE   54,397 0 0
NORTHROP GRUMMAN CORP COM 666807102   18,963,825 43,500 SH   SOLE   43,500 0 0
NUCOR CORP COM 670346105   19,212,885 121,539 SH   SOLE   121,539 0 0
RALPH LAUREN CORP CL A 751212101   21,310,754 121,734 SH   SOLE   121,734 0 0
RYANAIR HOLDINGS PLC SPONSORED ADS 783513203   171,923,660 1,476,500 SH   SOLE   1,476,500 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   157,942,016 908,705 SH   SOLE   908,705 0 0