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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ON HOLDING AG-CLASS A | $33.9M | 996052 | 31.69% |
| 2 | SUMMIT THERAPEUTICS INC | $24.8M | 1309141 | 23.21% |
| 3 | QFIN HOLDINGS INC-ADR | $13.3M | 1032055 | 12.46% |
| 4 | MICRON TECHNOLOGY INC | $7.4M | 21900 | 6.92% |
| 5 | UNITY SOFTWARE INC | $5.5M | 250600 | 5.14% |
| 6 | AMAZON.COM INC | $5.1M | 24500 | 4.77% |
| 7 | KRANESH CSI CHINA INTERNET | $3.6M | 125000 | 3.32% |
| 8 | TRIP.COM GROUP LTD-ADR | $3.5M | 70000 | 3.26% |
| 9 | TAIWAN SEMICONDUCTOR-SP ADR | $3.0M | 8800 | 2.78% |
| 10 | FTAI AVIATION LTD | $2.7M | 11000 | 2.52% |
| 11 | SYNOPSYS INC | $2.4M | 6000 | 2.22% |
| 12 | ROBINHOOD MARKETS INC - A | $1.8M | 26000 | 1.69% |
| 13 | PDD HOLDINGS INCCALL | $4K | 83000 | 0.00% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.