Instuitional Investor - North Of South Capital Llp

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Jd.com Inc	JD	4,072,931	$142,471,126	13.69%
2.	Full Truck Alliance Co. Ltd.	YMM	10,607,375	$137,577,654	13.22%
3.	Taiwan Semiconductor Mfg Co Ltd	TSM	456,345	$127,452,595	12.25%
4.	Pan American Silver Corp	PAAS	3,000,056	$116,192,169	11.17%
5.	I C I C I Bank Ltd	IBN	3,238,233	$97,891,784	9.41%