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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Abbott Laboratories COM 002824100 100,791 741 SH SOLE 741 0 0
American Coastal Insurance Cor COM 910710102 244,892 22,021 SH SOLE 22,021 0 0
Autodesk Inc COM 052769106 53,250 172 SH SOLE 172 0 0
Ameren Corp COM 023608102 125,630 1,308 SH SOLE 1,308 0 0
American Electric Power Co Inc COM 025537101 117,409,143 1,131,459 SH SOLE 1,131,459 0 0
Alcon AG COM H01301128 99,583,046 1,129,090 SH SOLE 1,129,090 0 0
Ally Financial Inc COM 02005N100 136,359,669 3,500,623 SH SOLE 3,500,623 0 0
Alnylam Pharmaceuticals Inc COM 02043Q107 40,048,212 122,804 SH SOLE 122,804 0 0
Advanced Micro Devices Inc COM 007903107 99,739,186 702,830 SH SOLE 702,830 0 0
Amazon.com Inc COM 023135106 172,087,287 784,330 SH SOLE 784,330 0 0
Apogee Therapeutics Inc COM 03770N101 25,930 597 SH SOLE 597 0 0
Argenx SE ADR 04016X101 183,019 332 SH SOLE 332 0 0
Array Technologies Inc COM 04271T100 7,423 1,258 SH SOLE 1,258 0 0
AutoZone Inc COM 053332102 831,603 224 SH SOLE 224 0 0
Barrick Mining Corp COM 06849F108 169,302,293 8,131,094 SH SOLE 8,131,094 0 0
Alibaba Group Holding Ltd ADR 01609W102 4,947,548 43,622 SH SOLE 43,622 0 0
Booz Allen Hamilton Holding Co COM 099502106 1,708,800 16,409 SH SOLE 16,409 0 0
Brookdale Senior Living Inc COM 112463104 98,503,855 14,151,773 SH SOLE 14,151,773 0 0
Bruker Corp COM 116794108 279,687 6,788 SH SOLE 6,788 0 0
Century Aluminum Co COM 156431108 2,759,631 153,131 SH SOLE 153,131 0 0
Certara Inc COM 15687V109 77,986 6,665 SH SOLE 6,665 0 0
Chime Financial Inc COM 16935C109 172,563 5,000 SH SOLE 5,000 0 0
Capital One Financial Corp COM 14040H105 200,246,266 941,112 SH SOLE 941,112 0 0
Cencora Inc COM 03073E105 61,174 204 SH SOLE 204 0 0
Core Scientific Inc COM 21874A106 23,746 1,391 SH SOLE 1,391 0 0
Salesforce Inc COM 79466L302 43,882,441 160,912 SH SOLE 160,912 0 0
Criteo SA ADR 226718104 14,576,028 608,302 SH SOLE 608,302 0 0
Cemex SAB de CV ADR 151290889 41,713,730 6,018,838 SH SOLE 6,018,838 0 0
Dominion Energy Inc COM 25746U109 115,931 2,051 SH SOLE 2,051 0 0
Day One Biopharmaceuticals Inc COM 23954D109 19,540 3,006 SH SOLE 3,006 0 0
Quest Diagnostics Inc COM 74834L100 179,644 1,000 SH SOLE 1,000 0 0
Dexcom Inc COM 252131107 73,678 844 SH SOLE 844 0 0
Brinker International Inc COM 109641100 55,724,959 308,993 SH SOLE 308,993 0 0
Eldorado Gold Corp COM 284902509 60,362,335 2,967,440 SH SOLE 2,967,440 0 0
EQT Corp COM 26884L109 55,533,041 952,140 SH SOLE 952,140 0 0
Establishment Labs Holdings In COM G31249108 87,477 2,048 SH SOLE 2,048 0 0
Exelon Corp COM 30161N101 114,681 2,641 SH SOLE 2,641 0 0
Fluence Energy Inc COM 34379V103 11,327 1,688 SH SOLE 1,688 0 0
Flutter Entertainment PLC COM G3643J108 33,449,147 118,251 SH SOLE 118,251 0 0
Fomento Economico Mexicano SAB ADR 344419106 95,038,842 922,816 SH SOLE 922,816 0 0
Global Business Travel Group I COM 37890B100 202,151 32,085 SH SOLE 32,085 0 0
VanEck Gold Miners ETF/USA COM 92189F106 3,370,674 64,741 SH SOLE 64,741 0 0
VanEck Junior Gold Miners ETF COM 92189F791 3,951,410 58,457 SH SOLE 58,457 0 0
General Electric Co COM 369604301 59,462 231 SH SOLE 231 0 0
GE Vernova Inc COM 36828A101 18,064,972 34,137 SH SOLE 34,137 0 0
Globus Medical Inc COM 379577208 107,070 1,814 SH SOLE 1,814 0 0
Alphabet Inc COM 02079K305 202,358,318 1,148,175 SH SOLE 1,148,175 0 0
Structure Therapeutics Inc ADR 86366E106 60,814 2,932 SH SOLE 2,932 0 0
HCA Healthcare Inc COM 40412C101 149,979,002 391,458 SH SOLE 391,458 0 0
HDFC Bank Ltd ADR 40415F101 10,152,649 132,410 SH SOLE 132,410 0 0
Henry Schein Inc COM 806407102 42,811 586 SH SOLE 586 0 0
Humacyte Inc COM 44486Q103 14,995 7,174 SH SOLE 7,174 0 0
Immunome Inc COM 45257U108 95,435 10,261 SH SOLE 10,261 0 0
Ingersoll Rand Inc COM 45687V106 26,037 313 SH SOLE 313 0 0
iRhythm Technologies Inc COM 450056106 39,263 255 SH SOLE 255 0 0
Janux Therapeutics Inc COM 47103J105 24,211 1,048 SH SOLE 1,048 0 0
Johnson Controls International COM G51502105 134,334,807 1,271,772 SH SOLE 1,271,772 0 0
Johnson & Johnson COM 478160104 23,224,660 152,032 SH SOLE 152,032 0 0
Keysight Technologies Inc COM 49338L103 119,288,693 727,936 SH SOLE 727,936 0 0
Coca-Cola Co/The COM 191216100 11,515,583 162,752 SH SOLE 162,752 0 0
Lennar Corp COM 526057104 37,610,380 340,001 SH SOLE 340,001 0 0
Lightspeed Commerce Inc COM 53229C107 13,471,624 1,150,227 SH SOLE 1,150,227 0 0
Lumen Technologies Inc PUT 550241103 113 113 SH SOLE 113 0 0
Lumen Technologies Inc COM 550241103 49,874 11,386 SH SOLE 11,386 0 0
LexinFintech Holdings Ltd ADR 528877103 456,536 63,315 SH SOLE 63,315 0 0
LyondellBasell Industries NV COM N53745100 12,129,481 209,619 SH SOLE 209,619 0 0
908 Devices Inc COM 65443P102 46,762 6,558 SH SOLE 6,558 0 0
Magnite Inc COM 55955D100 221,004 9,162 SH SOLE 9,162 0 0
Merck & Co Inc COM 58933Y105 143,627,779 1,814,260 SH SOLE 1,814,260 0 0
Microsoft Corp COM 594918104 238,752,133 479,954 SH SOLE 479,954 0 0
Micron Technology Inc COM 595112103 49,740,100 403,540 SH SOLE 403,540 0 0
MYR Group Inc COM 55405W104 127,751 704 SH SOLE 704 0 0
Newmont Corp COM 651639106 23,109,543 396,632 SH SOLE 396,632 0 0
Nutrien Ltd COM 67077M108 26,808,112 460,269 SH SOLE 460,269 0 0
Natera Inc COM 632307104 52,882 313 SH SOLE 313 0 0
NU Holdings Ltd/Cayman Islands COM G6683N103 34,778,545 2,534,686 SH SOLE 2,534,686 0 0
Nuvalent Inc COM 670703107 36,550 479 SH SOLE 479 0 0
Novocure Ltd COM G6674U108 19,920 1,119 SH SOLE 1,119 0 0
ORIC Pharmaceuticals Inc COM 68622P109 52,723 5,194 SH SOLE 5,194 0 0
Otis Worldwide Corp COM 68902V107 7,080,668 71,502 SH SOLE 71,502 0 0
Occidental Petroleum Corp COM 674599105 15,103,243 359,488 SH SOLE 359,488 0 0
Procore Technologies Inc COM 74275K108 13,533,208 197,781 SH SOLE 197,781 0 0
PDD Holdings Inc ADR 722304102 12,227,628 116,823 SH SOLE 116,823 0 0
PulteGroup Inc COM 745867101 15,990,116 151,611 SH SOLE 151,611 0 0
QUALCOMM Inc COM 747525103 1,606,419 10,086 SH SOLE 10,086 0 0
QIAGEN NV COM N72482206 123,331 2,566 SH SOLE 2,566 0 0
Roku Inc COM 77543R102 630,131 7,169 SH SOLE 7,169 0 0
Sabre Corp COM 78573M104 277,643 87,855 SH SOLE 87,855 0 0
Schrodinger Inc/United States COM 80810D103 25,192 1,252 SH SOLE 1,252 0 0
SEMrush Holdings Inc COM 81686C104 3,857,540 426,215 SH SOLE 426,215 0 0
Sagimet Biosciences Inc COM 786700104 41,243 5,412 SH SOLE 5,412 0 0
SimilarWeb Ltd COM M84137104 137,289 17,510 SH SOLE 17,510 0 0
ARS Pharmaceuticals Inc COM 82835W108 38,410 2,201 SH SOLE 2,201 0 0
Sociedad Quimica y Minera de C ADR 833635105 8,148 231 SH SOLE 231 0 0
STERIS PLC COM G8473T100 62,462 260 SH SOLE 260 0 0
Suzano SA ADR 86959K105 1,930,759 205,166 SH SOLE 205,166 0 0
AT&T Inc COM 00206R102 9,401,355 324,832 SH SOLE 324,832 0 0
Taiwan Semiconductor Manufactu ADR 874039100 17,585,119 77,636 SH SOLE 77,636 0 0
UBS Group AG COM H42097107 82,048,092 2,432,229 SH SOLE 2,432,229 0 0
Valaris Ltd COM G9460G101 300,394 7,133 SH SOLE 7,133 0 0
Vertex Pharmaceuticals Inc COM 92532F100 107,301 241 SH SOLE 241 0 0
Ventas Inc COM 92276F100 97,008,390 1,536,041 SH SOLE 1,536,041 0 0
Waystar Holding Corp COM 946784105 15,287 374 SH SOLE 374 0 0
Workday Inc COM 98138H101 78,020,112 325,059 SH SOLE 325,059 0 0
Westlake Corp COM 960413102 62,507,991 823,169 SH SOLE 823,169 0 0
Full Truck Alliance Co Ltd ADR 35969L108 803,555 68,035 SH SOLE 68,035 0 0