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
AON PLC SHS CL A G0403H108   1,556,136 4,663 SH   SOLE   4,663 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   3,264,720 9,419 SH   SOLE   9,419 0 0
LINDE PLC SHS G54950103   2,638,731 5,683 SH   SOLE   5,683 0 0
TE CONNECTIVITY LTD SHS H84989104   1,888,120 13,000 SH   SOLE   13,000 0 0
ADOBE INC COM 00724F101   5,454,221 10,809 SH   SOLE   10,809 0 0
AIR PRODS & CHEMS INC COM 009158106   3,812,603 15,737 SH   SOLE   15,737 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   24,448,852 337,878 SH   SOLE   337,878 0 0
ALIGN TECHNOLOGY INC COM 016255101   452,858 1,381 SH   SOLE   1,381 0 0
ALPHABET INC CAP STK CL C 02079K107   5,482,578 36,008 SH   SOLE   36,008 0 0
ALPHABET INC CAP STK CL A 02079K305   5,010,574 33,198 SH   SOLE   33,198 0 0
AMAZON COM INC COM 023135106   11,000,114 60,983 SH   SOLE   60,983 0 0
AMERICAN TOWER CORP NEW COM 03027X100   1,126,263 5,700 SH   SOLE   5,700 0 0
ELEVANCE HEALTH INC COM 036752103   1,088,934 2,100 SH   SOLE   2,100 0 0
APPLE INC COM 037833100   53,690,559 313,101 SH   SOLE   313,101 0 0
AUTODESK INC COM 052769106   4,607,611 17,693 SH   SOLE   17,693 0 0
BAIDU INC SPON ADR REP A 056752108   135,706 1,289 SH   SOLE   1,289 0 0
BECTON DICKINSON & CO COM 075887109   1,732,150 7,000 SH   SOLE   7,000 0 0
BEIGENE LTD SPONSORED ADR 07725L102   1,094,730 7,000 SH   SOLE   7,000 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   7,570,952 24,322 SH   SOLE   24,322 0 0
CARRIER GLOBAL CORPORATION COM 14448C104   1,802,030 31,000 SH   SOLE   31,000 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   5,171,144 1,779 SH   SOLE   1,779 0 0
COPART INC COM 217204106   1,600,967 27,641 SH   SOLE   27,641 0 0
COSTCO WHSL CORP NEW COM 22160K105   6,794,411 9,274 SH   SOLE   9,274 0 0
COSTAR GROUP INC COM 22160N109   5,903,612 61,114 SH   SOLE   61,114 0 0
DEERE & CO COM 244199105   1,232,220 3,000 SH   SOLE   3,000 0 0
DELL TECHNOLOGIES INC CL C 24703L202   13,242,466 116,050 SH   SOLE   116,050 0 0
ELECTRONIC ARTS INC COM 285512109   644,246 4,856 SH   SOLE   4,856 0 0
EQUIFAX INC COM 294429105   888,701 3,322 SH   SOLE   3,322 0 0
EQUINIX INC COM 29444U700   1,468,262 1,779 SH   SOLE   1,779 0 0
FAIR ISAAC CORP COM 303250104   1,107,154 886 SH   SOLE   886 0 0
FISERV INC COM 337738108   1,598,200 10,000 SH   SOLE   10,000 0 0
GALLAGHER ARTHUR J & CO COM 363576109   721,615 2,886 SH   SOLE   2,886 0 0
GARTNER INC COM 366651107   1,120,175 2,350 SH   SOLE   2,350 0 0
GLOBAL PMTS INC COM 37940X102   1,764,312 13,200 SH   SOLE   13,200 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106   10,215,291 263,961 SH   SOLE   263,961 0 0
IDEXX LABS INC COM 45168D104   4,779,460 8,852 SH   SOLE   8,852 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   1,236,870 9,000 SH   SOLE   9,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   6,889,092 17,262 SH   SOLE   17,262 0 0
INTUIT COM 461202103   7,652,450 11,773 SH   SOLE   11,773 0 0
IQVIA HLDGS INC COM 46266C105   3,766,291 14,893 SH   SOLE   14,893 0 0
KLA CORP COM NEW 482480100   1,187,569 1,700 SH   SOLE   1,700 0 0
KE HLDGS INC SPONSORED ADS 482497104   55,277 4,026 SH   SOLE   4,026 0 0
LAUDER ESTEE COS INC CL A 518439104   478,636 3,105 SH   SOLE   3,105 0 0
MSCI INC COM 55354G100   4,011,141 7,157 SH   SOLE   7,157 0 0
MASTERCARD INCORPORATED CL A 57636Q104   5,224,071 10,848 SH   SOLE   10,848 0 0
MICROSOFT CORP COM 594918104   27,054,400 64,305 SH   SOLE   64,305 0 0
MICRON TECHNOLOGY INC COM 595112103   5,177,847 43,921 SH   SOLE   43,921 0 0
MOODYS CORP COM 615369105   3,966,066 10,091 SH   SOLE   10,091 0 0
NASDAQ INC COM 631103108   3,928,922 62,265 SH   SOLE   62,265 0 0
NETEASE INC SPONSORED ADS 64110W102   4,138,800 40,000 SH   SOLE   40,000 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   12,404,755 142,879 SH   SOLE   142,879 0 0
NIKE INC CL B 654106103   2,504,567 26,650 SH   SOLE   26,650 0 0
NVIDIA CORPORATION COM 67066G104   23,004,638 25,460 SH   SOLE   25,460 0 0
OCCIDENTAL PETE CORP COM 674599105   1,299,800 20,000 SH   SOLE   20,000 0 0
OLD DOMINION FREIGHT LINE IN COM 679580100   7,407,853 33,778 SH   SOLE   33,778 0 0
PEPSICO INC COM 713448108   1,050,060 6,000 SH   SOLE   6,000 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   54,386,051 467,837 SH   SOLE   467,837 0 0
PROLOGIS INC. COM 74340W103   3,085,433 23,694 SH   SOLE   23,694 0 0
QUDIAN INC ADR 747798106   3,250,000 1,300,000 SH   SOLE   1,300,000 0 0
RESMED INC COM 761152107   3,389,680 17,117 SH   SOLE   17,117 0 0
ROLLINS INC COM 775711104   294,370 6,362 SH   SOLE   6,362 0 0
S&P GLOBAL INC COM 78409V104   7,209,676 16,946 SH   SOLE   16,946 0 0
SERVICENOW INC COM 81762P102   2,525,831 3,313 SH   SOLE   3,313 0 0
SYNOPSYS INC COM 871607107   7,030,022 12,301 SH   SOLE   12,301 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   1,303,594 8,779 SH   SOLE   8,779 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104   1,592,859 140,340 SH   SOLE   140,340 0 0
TENCENT MUSIC ENTMT GROUP SPON ADS 88034P109   6,094,387 544,628 SH   SOLE   544,628 0 0
TESLA INC COM 88160R101   28,337,700 161,202 SH   SOLE   161,202 0 0
TEXAS INSTRS INC COM 882508104   522,630 3,000 SH   SOLE   3,000 0 0
THE TRADE DESK INC COM CL A 88339J105   6,640,773 75,964 SH   SOLE   75,964 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   4,194,011 7,216 SH   SOLE   7,216 0 0
TRADEWEB MKTS INC CL A 892672106   2,803,631 26,914 SH   SOLE   26,914 0 0
TRANSUNION COM 89400J107   852,982 10,689 SH   SOLE   10,689 0 0
TRIP COM GROUP LTD ADS 89677Q107   1,396,316 31,814 SH   SOLE   31,814 0 0
UNITEDHEALTH GROUP INC COM 91324P102   989,400 2,000 SH   SOLE   2,000 0 0
VERISK ANALYTICS INC COM 92345Y106   4,152,855 17,617 SH   SOLE   17,617 0 0
VIPSHOP HLDGS LTD SPONSORED ADS A 92763W103   748,457 45,224 SH   SOLE   45,224 0 0
VISA INC COM CL A 92826C839   6,579,869 23,577 SH   SOLE   23,577 0 0
WELLS FARGO CO NEW COM 949746101   1,506,960 26,000 SH   SOLE   26,000 0 0
WORKDAY INC CL A 98138H101   301,662 1,106 SH   SOLE   1,106 0 0
YUM CHINA HLDGS INC COM 98850P109   1,498,810 37,668 SH   SOLE   37,668 0 0
ZOETIS INC CL A 98978V103   4,389,307 25,940 SH   SOLE   25,940 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105   1,007,214 48,100 SH   SOLE   48,100 0 0