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
ABEONA THERAPEUTICS INC COM NEW 00289Y206 3,185,174 560,770 SH SOLE 560,770 0 0
ACADIA RLTY TR COM SH BEN INT 004239109 8,506,917 458,100 SH SOLE 458,100 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 17,096,508 57,200 SH SOLE 57,200 0 0
AIR PRODS & CHEMS INC COM 009158106 17,290,278 61,300 SH SOLE 61,300 0 0
AKERO THERAPEUTICS INC COM 00973Y108 5,904,284 110,650 SH SOLE 110,650 0 0
ALX ONCOLOGY HLDGS INC COM 00166B105 17,413 41,950 SH SOLE 41,950 0 0
AMCOR PLC ORD G0250X107 38,948,874 4,238,180 SH SOLE 4,238,180 0 0
AMERICA MOVIL SAB DE CV SPON ADS RP CL B 02390A101 5,688,774 317,100 SH SOLE 317,100 0 0
ARES CAPITAL CORP COM 04010L103 18,712,116 852,100 SH SOLE 852,100 0 0
BAIDU INC SPON ADR REP A 056752108 41,664,009 485,821 SH SOLE 485,821 0 0
BICARA THERAPEUTICS INC COM 055477103 3,185,402 342,885 SH SOLE 342,885 0 0
BLACKSTONE SECD LENDING FD COMMON STOCK 09261X102 16,305,741 530,268 SH SOLE 530,268 0 0
BXP INC COM 101121101 3,157,596 46,800 SH SOLE 46,800 0 0
CLIMB BIO INC COM 28658R106 574,931 463,654 SH SOLE 463,654 0 0
CROWN HLDGS INC COM 228368106 17,094,680 166,000 SH SOLE 166,000 0 0
DBV TECHNOLOGIES S A SPONSORED ADS 23306J309 339,786 37,095 SH SOLE 37,095 0 0
DELL TECHNOLOGIES INC CL C 24703L202 13,986,821 114,085 SH SOLE 114,085 0 0
DOW INC COM 260557103 17,609,200 665,000 SH SOLE 665,000 0 0
EMPIRE ST RLTY TR INC CL A 292104106 6,482,517 801,300 SH SOLE 801,300 0 0
EXELIXIS INC COM 30161Q104 2,829,615 64,200 SH SOLE 64,200 0 0
FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101 6,079,360 64,000 SH SOLE 64,000 0 0
GERON CORP COM 374163103 1,936,706 1,373,550 SH SOLE 1,373,550 0 0
HONEYWELL INTL INC COM 438516106 18,537,248 79,600 SH SOLE 79,600 0 0
IMMUNOME INC COM 45257U108 5,104,305 548,850 SH SOLE 548,850 0 0
INTEL CORP COM 458140100 25,695,040 1,147,100 SH SOLE 1,147,100 0 0
INTUIT COM 461202103 28,173,525 35,770 SH SOLE 35,770 0 0
IQIYI INC SPONSORED ADS 46267X108 6,508,202 3,676,950 SH SOLE 3,676,950 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 24,438,835 847,100 SH SOLE 847,100 0 0
ISHARES INC MSCI THAILND ETF 464286624 11,174,058 221,400 SH SOLE 221,400 0 0
ISHARES INC MSCI MEXICO ETF 464286822 24,599,472 406,200 SH SOLE 406,200 0 0
ISHARES INC MSCI STH KOR ETF 464286772 66,095,024 920,800 SH SOLE 920,800 0 0
ISHARES TR CHINA SM-CAP ETF 46429B200 22,554,890 712,860 SH SOLE 712,860 0 0
ISHARES TR CORE S&P MCP ETF 464287507 22,265,180 359,000 SH SOLE 359,000 0 0
JOYY INC ADS REPSTG COM A 46591M109 14,137,707 277,700 SH SOLE 277,700 0 0
KALVISTA PHARMACEUTICALS INC COM 483497103 1,746,871 154,522 SH SOLE 154,522 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106 14,521,760 814,000 SH SOLE 814,000 0 0
MERUS N V COM N5749R100 7,907,779 150,338 SH SOLE 150,338 0 0
MICROSOFT CORP COM 594918104 19,398,990 39,000 SH SOLE 39,000 0 0
MIRUM PHARMACEUTICALS INC COM 604749101 7,468,871 146,765 SH SOLE 146,765 0 0
NVIDIA CORPORATION COM 67066G104 20,601,896 130,400 SH SOLE 130,400 0 0
PAYPAL HLDGS INC COM 70450Y103 20,712,984 278,700 SH SOLE 278,700 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 11,313,746 108,100 SH SOLE 108,100 0 0
PPG INDS INC COM 693506107 28,221,375 248,100 SH SOLE 248,100 0 0
PROTAGONIST THERAPEUTICS INC COM 74366E102 7,464,214 135,050 SH SOLE 135,050 0 0
REPLIMUNE GROUP INC COM 76029N106 4,324,746 465,527 SH SOLE 465,527 0 0
SL GREEN RLTY CORP COM 78440X887 8,585,530 138,700 SH SOLE 138,700 0 0
SOLENO THERAPEUTICS INC COM 834203309 8,625,151 102,950 SH SOLE 102,950 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 31,583,602 531,800 SH SOLE 531,800 0 0
SPDR SERIES TRUST S&P BK ETF 78464A797 21,662,760 388,500 SH SOLE 388,500 0 0
TARGET CORP COM 87612E106 6,313,600 64,000 SH SOLE 64,000 0 0
TOURMALINE BIO INC COM 89157D105 3,631,169 227,090 SH SOLE 227,090 0 0
VAXCYTE INC COM 92243G108 3,389,168 104,250 SH SOLE 104,250 0 0
VERONA PHARMA PLC SPONSORED ADS 925050106 15,758,920 166,620 SH SOLE 166,620 0 0
VORNADO RLTY TR SH BEN INT 929042109 8,068,640 211,000 SH SOLE 211,000 0 0
WAYFAIR INC CL A 94419L101 15,469,850 302,500 SH SOLE 302,500 0 0
XENON PHARMACEUTICALS INC COM 98420N105 4,964,337 158,605 SH SOLE 158,605 0 0
ZAI LAB LTD ADR 98887Q104 9,441,026 269,975 SH SOLE 269,975 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 16,499,577 235,540 SH SOLE 235,540 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101 22,278,886 285,700 SH SOLE 285,700 0 0