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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | AMAZON COM INC | $78.6M | 377275 | 10.31% |
| 2 | MARVELL TECHNOLOGY INC | $51.0M | 514600 | 6.69% |
| 3 | ALIBABA GROUP HLDG LTD | $40.2M | 320500 | 5.27% |
| 4 | CELESTICA INC | $38.1M | 135400 | 5.00% |
| 5 | CIRCLE INTERNET GROUP INC | $34.8M | 364700 | 4.56% |
| 6 | ICICI BANK LIMITED | $33.5M | 1292200 | 4.39% |
| 7 | ATOUR LIFESTYLE HLDGS LTD | $33.0M | 897500 | 4.33% |
| 8 | TOWER SEMICONDUCTOR LTD | $32.5M | 185400 | 4.27% |
| 9 | MERCADOLIBRE INC | $31.6M | 18300 | 4.15% |
| 10 | FUTU HLDGS LTD | $31.3M | 228700 | 4.10% |
| 11 | ROCKET COS INC | $28.9M | 2031500 | 3.80% |
| 12 | REDDIT INC | $26.7M | 198382 | 3.50% |
| 13 | TASKUS INC | $25.1M | 3734665 | 3.29% |
| 14 | ORGANON & CO | $24.0M | 4000000 | 3.14% |
| 15 | XP INC | $21.6M | 1132200 | 2.83% |
| 16 | BLACK HILLS CORPCALL | $20.8M | 300000 | 2.73% |
| 17 | BRUKER CORP | $19.9M | 550000 | 2.61% |
| 18 | META PLATFORMS INC | $19.5M | 34000 | 2.55% |
| 19 | SEMTECH CORP | $16.7M | 217200 | 2.19% |
| 20 | BLACK HILLS CORP | $16.5M | 237500 | 2.16% |
| 21 | AEVA TECHNOLOGIES INC | $15.8M | 1200000 | 2.07% |
| 22 | SHAKE SHACK INC | $15.8M | 178100 | 2.07% |
| 23 | SEA LTD | $14.4M | 174000 | 1.89% |
| 24 | ELECTRONIC ARTS INC | $14.3M | 70000 | 1.87% |
| 25 | SCHWAB CHARLES CORP | $13.7M | 146000 | 1.80% |
| 26 | GOLDMAN SACHS GROUP INC | $13.5M | 16000 | 1.78% |
| 27 | MICROSOFT CORP | $13.0M | 35000 | 1.70% |
| 28 | CITIGROUP INC | $12.1M | 107000 | 1.59% |
| 29 | MORGAN STANLEY | $11.2M | 67800 | 1.46% |
| 30 | BOSTON SCIENTIFIC CORP | $8.5M | 136000 | 1.12% |
| 31 | COMPASS INC | $6.0M | 816600 | 0.78% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.