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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $34.9M | 200150 | 33.78% |
| 2 | COGNIZANT TECHNOLOGY SOLUTIO | $16.4M | 266838 | 15.84% |
| 3 | MAKEMYTRIP LIMITED MAURITIUS | $15.1M | 405596 | 14.64% |
| 4 | TASKUS INC | $10.2M | 1517784 | 9.86% |
| 5 | GENPACT LIMITED | $8.8M | 236522 | 8.53% |
| 6 | SEA LTD | $4.7M | 57000 | 4.57% |
| 7 | ARISTA NETWORKS INC | $2.1M | 17300 | 2.06% |
| 8 | INTUITIVE SURGICAL INC | $1.9M | 4100 | 1.83% |
| 9 | CHORD ENERGY CORPORATION | $1.9M | 13280 | 1.83% |
| 10 | EPSILON ENERGY LTD | $1.5M | 250000 | 1.49% |
| 11 | AMERICA MOVIL SAB DE CV | $1.4M | 54100 | 1.33% |
| 12 | FRESHWORKS INC | $1.1M | 134519 | 1.05% |
| 13 | TAIWAN SEMICONDUCTOR MANUFAC | $956K | 2830 | 0.93% |
| 14 | SHINHAN FINANCIAL GROUP CO L | $840K | 13700 | 0.81% |
| 15 | KOSMOS ENERGY LTD | $695K | 250000 | 0.67% |
| 16 | AMPLIFY ENERGY CORP NEW | $558K | 89410 | 0.54% |
| 17 | KENVUE INC | $259K | 15000 | 0.25% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.