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
NVIDIA CORP COM 67066G104 164,781,056 1,043,843 SH SOLE 1,2 560,407 0 483,436
MICROSOFT CORP COM 594918104 812,310 1,634 SH SOLE 1,2 0 0 1,634
APPLE INC COM 037833100 14,695,728 71,669 SH SOLE 1,2 0 0 71,669
AMAZON.COM INC COM 023135106 225,234,022 1,026,778 SH SOLE 1,2 493,205 0 533,573
ALPHABET INC-CL C COM 02079K107 19,729,026 111,256 SH SOLE 1,2 0 0 111,256
META PLATFORMS INC-CLASS A COM 30303M102 213,960,960 289,920 SH SOLE 1,2 118,708 0 171,212
TAIWAN SEMICONDUCTOR-SP ADR COM 874039100 99,355,727 438,831 SH SOLE 1,2 152,760 0 286,071
TESLA INC COM 88160R101 476,373,493 1,500,011 SH SOLE 1,2 1,398,152 0 101,859
NETFLIX INC COM 64110L106 6,912,371 5,165 SH SOLE 1,2 0 0 5,165
EXXON MOBIL CORP COM 30231G102 5,568,929 51,679 SH SOLE 1,2 51,679 0 0
PALANTIR TECHNOLOGIES INC-A COM 69608A108 479,919,876 3,520,539 SH SOLE 1,2 1,386,563 0 2,133,976
CHEVRON CORP COM 166764100 2,144,646 14,986 SH SOLE 1,2 14,986 0 0
ALIBABA GROUP HOLDING-SP ADR COM 01609W102 2,935,699 25,888 SH SOLE 1,2 0 0 25,888
ADVANCED MICRO DEVICES COM 007903107 262,021,736 1,846,654 SH SOLE 1,2 859,438 0 987,216
SALESFORCE INC COM 79466L302 25,742,835 94,431 SH SOLE 1,2 0 0 94,431
LINDE PLC COM G54950103 3,202,391 6,829 SH SOLE 1,2 6,829 0 0
WALT DISNEY CO/THE COM 254687106 14,138,058 114,081 SH SOLE 1,2 0 0 114,081
INTUIT INC COM 461202103 56,619,230 71,902 SH SOLE 1,2 43,902 0 28,000
SHELL PLC-ADR COM 780259305 5,366,334 76,248 SH SOLE 1,2 76,248 0 0
CATERPILLAR INC COM 149123101 4,330,638 11,160 SH SOLE 1,2 0 0 11,160
QUALCOMM INC COM 747525103 615,983 3,869 SH SOLE 1,2 0 0 3,869
SHOPIFY INC - CLASS A COM 82509L107 578,013,689 5,013,998 SH SOLE 1,2 2,109,663 0 2,904,335
AMGEN INC COM 031162100 1,848,905 6,625 SH SOLE 1,2 0 0 6,625
ADOBE INC COM 00724F101 244,401 632 SH SOLE 1,2 0 0 632
HONEYWELL INTERNATIONAL INC COM 438516106 3,913,613 16,806 SH SOLE 1,2 0 0 16,806
SPOTIFY TECHNOLOGY SA COM L8681T102 174,960,137 228,193 SH SOLE 1,2 83,654 0 144,539
TOTALENERGIES SE -SPON ADR COM 89151E109 3,353,073 54,637 SH SOLE 1,2 54,637 0 0
DEERE & CO COM 244199105 81,771,075 160,916 SH SOLE 1,2 117,534 0 43,382
BHP GROUP LTD-SPON ADR COM 088606108 4,622,122 96,114 SH SOLE 1,2 96,114 0 0
UNION PACIFIC CORP COM 907818108 1,344,350 5,845 SH SOLE 1,2 5,845 0 0
MERCADOLIBRE INC COM 58733R102 265,530,821 101,757 SH SOLE 1,2 42,506 0 59,251
CROWDSTRIKE HOLDINGS INC - A COM 22788C105 110,039,818 216,184 SH SOLE 1,2 0 0 216,184
VERTEX PHARMACEUTICALS INC COM 92532F100 2,904,907 6,527 SH SOLE 1,2 0 0 6,527
CONOCOPHILLIPS COM 20825C104 1,611,102 17,959 SH SOLE 1,2 17,959 0 0
COINBASE GLOBAL INC -CLASS A COM 19260Q107 734,670,715 2,096,663 SH SOLE 1,2 1,255,527 0 841,136
NIKE INC -CL B COM 654106103 338,363 4,765 SH SOLE 1,2 0 0 4,765
SYNOPSYS INC COM 871607107 8,109,648 15,820 SH SOLE 1,2 0 0 15,820
LOCKHEED MARTIN CORP COM 539830109 4,734,746 10,228 SH SOLE 1,2 0 0 10,228
RIO TINTO PLC-SPON ADR COM 767204100 3,148,215 53,991 SH SOLE 1,2 53,991 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 19,360,209 105,557 SH SOLE 1,2 0 0 105,557
DOORDASH INC - A COM 25809K105 39,610,194 160,710 SH SOLE 1,2 0 0 160,710
ROBINHOOD MARKETS INC - A COM 770700102 726,593,706 7,760,266 SH SOLE 1,2 3,703,365 0 4,056,901
SEA LTD-ADR COM 81141R100 35,660,617 222,851 SH SOLE 1,2 0 0 222,851
AIRBNB INC-CLASS A COM 009066101 98,509,257 744,590 SH SOLE 1,2 198,588 0 546,002
ROBLOX CORP -CLASS A COM 771049103 513,034,772 4,881,861 SH SOLE 1,2 2,046,031 0 2,835,830
BP PLC-SPONS ADR COM 055622104 1,999,982 66,822 SH SOLE 1,2 66,822 0 0
SOUTHERN COPPER CORP COM 84265V105 312,259 3,088 SH SOLE 1,2 3,088 0 0
PAYPAL HOLDINGS INC COM 70450Y103 46,094,903 620,389 SH SOLE 1,2 0 0 620,389
WILLIAMS COS INC COM 969457100 711,623 11,337 SH SOLE 1,2 11,337 0 0
CLOUDFLARE INC - CLASS A COM 18915M107 122,223,030 624,479 SH SOLE 1,2 296,320 0 328,159
NEWMONT CORP COM 651639106 4,096,897 70,333 SH SOLE 1,2 70,333 0 0
FREEPORT-MCMORAN INC COM 35671D857 4,601,733 106,202 SH SOLE 1,2 106,202 0 0
AIR PRODUCTS & CHEMICALS INC COM 009158106 3,029,351 10,742 SH SOLE 1,2 10,742 0 0
CANADIAN NATURAL RESOURCES COM 136385101 2,046,275 65,168 SH SOLE 1,2 65,168 0 0
EOG RESOURCES INC COM 26875P101 808,616 6,761 SH SOLE 1,2 6,761 0 0
AUTODESK INC COM 052769106 400,673 1,295 SH SOLE 1,2 0 0 1,295
NU HOLDINGS LTD/CAYMAN ISL-A COM G6683N103 54,689,237 3,986,096 SH SOLE 1,2 1,877,899 0 2,108,197
COREWEAVE INC-CL A COM 21873S108 33,597,045 206,041 SH SOLE 1,2 0 0 206,041
AGNICO EAGLE MINES LTD COM 008474108 3,099,032 26,062 SH SOLE 1,2 26,062 0 0
KINDER MORGAN INC COM 49456B101 806,050 27,426 SH SOLE 1,2 27,426 0 0
REGENERON PHARMACEUTICALS COM 75886F107 12,229,359 23,314 SH SOLE 1,2 19,858 0 3,456
NXP SEMICONDUCTORS NV COM N6596X109 6,775,527 31,032 SH SOLE 1,2 0 0 31,032
MARATHON PETROLEUM CORP COM 56585A102 567,227 3,416 SH SOLE 1,2 3,416 0 0
PHILLIPS 66 COM 718546104 721,525 6,049 SH SOLE 1,2 6,049 0 0
CIRCLE INTERNET GROUP INC COM 172573107 72,486,357 401,720 SH SOLE 1,2 169,479 0 232,241
SCHLUMBERGER LTD COM 806857108 544,170 16,114 SH SOLE 1,2 16,114 0 0
CORTEVA INC COM 22052L104 28,108,571 377,195 SH SOLE 1,2 350,114 0 27,081
DATADOG INC - CLASS A COM 23804L103 22,586,848 168,157 SH SOLE 1,2 0 0 168,157
L3HARRIS TECHNOLOGIES INC COM 502431109 21,141,778 84,294 SH SOLE 1,2 0 0 84,294
BLOCK INC COM 852234103 256,209,688 3,770,562 SH SOLE 1,2 2,015,006 0 1,755,556
SUNCOR ENERGY INC COM 867224107 1,333,164 35,608 SH SOLE 1,2 35,608 0 0
VALE SA-SP ADR COM 91912E105 1,872,428 192,835 SH SOLE 1,2 192,835 0 0
VEEVA SYSTEMS INC-CLASS A COM 922475108 3,087,231 10,727 SH SOLE 1,2 0 0 10,727
HESS CORP COM 42809H107 987,723 7,129 SH SOLE 1,2 7,129 0 0
VALERO ENERGY CORP COM 91913Y100 472,019 3,511 SH SOLE 1,2 3,511 0 0
GARMIN LTD COM H2906T109 8,658,775 41,507 SH SOLE 1,2 0 0 41,507
OCCIDENTAL PETROLEUM CORP COM 674599105 641,172 15,266 SH SOLE 1,2 15,266 0 0
TAKE-TWO INTERACTIVE SOFTWRE COM 874054109 1,786,757 7,362 SH SOLE 1,2 0 0 7,362
TRADE DESK INC/THE -CLASS A COM 88339J105 66,717,342 927,016 SH SOLE 1,2 520,478 0 406,538
BAKER HUGHES CO COM 05722G100 516,725 13,488 SH SOLE 1,2 13,488 0 0
HEICO CORP COM 422806109 5,230,306 15,948 SH SOLE 1,2 0 0 15,948
BARRICK MINING CORP COM 06849F108 1,685,735 81,006 SH SOLE 1,2 81,006 0 0
CAMECO CORP COM 13321L108 38,946,838 524,890 SH SOLE 1,2 524,890 0 0
NUCOR CORP COM 670346105 1,588,658 12,261 SH SOLE 1,2 12,261 0 0
ANSYS INC COM 03662Q105 1,816,362 5,176 SH SOLE 1,2 0 0 5,176
EQT CORP COM 26884L109 1,078,735 18,500 SH SOLE 1,2 18,500 0 0
XYLEM INC COM 98419M100 1,369,969 10,592 SH SOLE 1,2 10,592 0 0
BAIDU INC - SPON ADR COM 056752108 14,370,157 167,582 SH SOLE 1,2 0 0 167,582
NUTRIEN LTD COM 67077M108 5,703,057 97,957 SH SOLE 1,2 97,957 0 0
TOAST INC-CLASS A COM 888787108 206,333,215 4,661,844 SH SOLE 1,2 1,044,305 0 3,617,539
BANCO BRADESCO-ADR COM 059460303 253,006 81,879 SH SOLE 1,2 0 0 81,879
INTERNATIONAL PAPER CO COM 460146103 998,109 21,318 SH SOLE 1,2 21,318 0 0
REDDIT INC-CL A COM 75734B100 31,016,562 206,282 SH SOLE 1,2 0 0 206,282
TELEDYNE TECHNOLOGIES INC COM 879360105 5,520,815 10,782 SH SOLE 1,2 0 0 10,782
ARCHER-DANIELS-MIDLAND CO COM 039483102 798,621 15,134 SH SOLE 1,2 15,134 0 0
PINTEREST INC- CLASS A COM 72352L106 147,502,674 4,114,440 SH SOLE 1,2 1,669,062 0 2,445,378
ANGLOGOLD ASHANTI PLC COM G0378L100 1,158,746 25,439 SH SOLE 1,2 25,439 0 0
ROCKET LAB CORP COM 773121108 33,083,265 925,924 SH SOLE 1,2 0 0 925,924
SOFI TECHNOLOGIES INC COM 83406F102 61,879,272 3,399,960 SH SOLE 1,2 418,740 0 2,981,220
FUTU HOLDINGS LTD-ADR COM 36118L106 30,021,842 243,210 SH SOLE 1,2 0 0 243,210
DRAFTKINGS INC-CL A COM 26142V105 180,986,680 4,221,756 SH SOLE 1,2 1,661,868 0 2,559,888
ELBIT SYSTEMS LTD COM M3760D101 9,663,706 21,540 SH SOLE 1,2 0 0 21,540
STEEL DYNAMICS INC COM 858119100 2,139,865 16,719 SH SOLE 1,2 16,719 0 0
TRIMBLE INC COM 896239100 98,931,705 1,302,247 SH SOLE 1,2 747,774 0 554,473
NATERA INC COM 632307104 121,420,809 719,062 SH SOLE 1,2 654,979 0 64,083
TECK RESOURCES LTD-CLS B COM 878742204 2,128,999 52,698 SH SOLE 1,2 52,698 0 0
PURE STORAGE INC - CLASS A COM 74624M102 72,143,056 1,253,354 SH SOLE 1,2 846,899 0 406,455
ZILLOW GROUP INC - C COM 98954M200 14,883,850 212,505 SH SOLE 1,2 0 0 212,505
PACKAGING CORP OF AMERICA COM 695156109 1,747,888 9,280 SH SOLE 1,2 9,280 0 0
WEYERHAEUSER CO COM 962166104 1,115,413 43,452 SH SOLE 1,2 43,452 0 0
HALLIBURTON CO COM 406216101 495,298 24,327 SH SOLE 1,2 24,327 0 0
RELIANCE INC COM 759509102 1,039,553 3,313 SH SOLE 1,2 3,313 0 0
COTERRA ENERGY INC COM 127097103 994,935 39,217 SH SOLE 1,2 39,217 0 0
RUBRIK INC-A COM 781154109 31,655,076 353,688 SH SOLE 1,2 0 0 353,688
JSC KASPI.KZ ADR COM 48581R205 25,296,603 298,309 SH SOLE 1,2 0 0 298,309
SNAP INC - A COM 83304A106 18,312,333 2,107,288 SH SOLE 1,2 0 0 2,107,288
DOMINO'S PIZZA INC COM 25754A201 3,683,208 8,178 SH SOLE 1,2 0 0 8,178
TERADYNE INC COM 880770102 151,935,046 1,690,045 SH SOLE 1,2 1,201,670 0 488,375
ILLUMINA INC COM 452327109 82,814,067 867,981 SH SOLE 1,2 814,311 0 53,670
BUNGE GLOBAL SA COM H11356104 620,475 7,726 SH SOLE 1,2 7,726 0 0
UNITY SOFTWARE INC COM 91332U101 63,622,210 2,627,931 SH SOLE 1,2 824,191 0 1,803,740
CF INDUSTRIES HOLDINGS INC COM 125269100 956,604 10,399 SH SOLE 1,2 10,399 0 0
JOBY AVIATION INC COM G65163100 26,456,338 2,510,089 SH SOLE 1,2 0 0 2,510,089
AEROVIRONMENT INC COM 008073108 59,473,054 208,714 SH SOLE 1,2 0 0 208,714
TECHNIPFMC PLC COM G87110105 517,161 15,025 SH SOLE 1,2 15,025 0 0
ROKU INC COM 77543R102 390,470,221 4,442,715 SH SOLE 1,2 2,913,272 0 1,529,443
INCYTE CORP COM 45337C102 1,851,094 27,182 SH SOLE 1,2 0 0 27,182
BWX TECHNOLOGIES INC COM 05605H100 40,205,576 279,186 SH SOLE 1,2 253,374 0 25,812
CROWN HOLDINGS INC COM 228368106 613,788 5,962 SH SOLE 1,2 5,962 0 0
MOSAIC CO/THE COM 61945C103 649,571 17,816 SH SOLE 1,2 17,816 0 0
AURORA INNOVATION INC COM 051774107 32,272,008 6,170,556 SH SOLE 1,2 3,799,925 0 2,370,631
ALAMOS GOLD INC-CLASS A COM 011532108 3,363,815 126,602 SH SOLE 1,2 126,602 0 0
MP MATERIALS CORP COM 553368101 702,657 21,158 SH SOLE 1,2 21,158 0 0
PERMIAN RESOURCES CORP COM 71424F105 546,088 40,124 SH SOLE 1,2 40,124 0 0
TEMPUS AI INC COM 88023B103 245,663,855 3,869,941 SH SOLE 1,2 3,673,825 0 196,116
KRATOS DEFENSE & SECURITY COM 50077B207 96,582,784 2,081,077 SH SOLE 1,2 526,857 0 1,554,220
EXACT SCIENCES CORP COM 30063P105 8,856,889 166,765 SH SOLE 1,2 131,968 0 34,797
ALBEMARLE CORP COM 012653101 939,963 15,001 SH SOLE 1,2 15,001 0 0
ARCHER AVIATION INC-A COM 03945R102 75,526,518 6,967,391 SH SOLE 1,2 2,790,929 0 4,176,462
GITLAB INC-CL A COM 37637K108 92,023,201 2,041,331 SH SOLE 1,2 1,106,777 0 934,554
IONIS PHARMACEUTICALS INC COM 462222100 5,518,293 139,739 SH SOLE 1,2 0 0 139,739
UIPATH INC - CLASS A COM 90364P105 14,230,666 1,112,640 SH SOLE 1,2 1,112,640 0 0
MATADOR RESOURCES CO COM 576485205 820,593 17,196 SH SOLE 1,2 17,196 0 0
GLOBAL-E ONLINE LTD COM M5216V106 32,872,693 979,812 SH SOLE 1,2 0 0 979,812
GUARDANT HEALTH INC COM 40131M109 105,622,865 2,030,428 SH SOLE 1,2 1,803,995 0 226,433
CRISPR THERAPEUTICS AG COM H17182108 117,381,856 2,414,271 SH SOLE 1,2 2,223,784 0 190,487
CHAMPIONX CORP COM 15872M104 324,950 13,087 SH SOLE 1,2 13,087 0 0
EQUINOX GOLD CORP COM 29446Y502 573,949 99,644 SH SOLE 1,2 99,644 0 0
PONY AI INC COM 732908108 3,848,315 291,539 SH SOLE 1,2 0 0 291,539
ETORO GROUP LTD-A COM G32089107 27,874,527 419,355 SH SOLE 1,2 0 0 419,355
BILL HOLDINGS INC COM 090043100 11,689,595 252,748 SH SOLE 1,2 0 0 252,748
B2GOLD CORP COM 11777Q209 352,116 97,810 SH SOLE 1,2 97,810 0 0
HUDBAY MINERALS INC COM 443628102 1,031,094 97,273 SH SOLE 1,2 97,273 0 0
NEW GOLD INC COM 644535106 648,613 131,033 SH SOLE 1,2 131,033 0 0
IRIDIUM COMMUNICATIONS INC COM 46269C102 130,042,475 4,310,324 SH SOLE 1,2 2,919,532 0 1,390,792
RECURSION PHARMACEUTICALS-A COM 75629V104 41,247,112 8,167,745 SH SOLE 1,2 7,209,889 0 957,856
GENIUS SPORTS LTD COM G3934V109 44,814,252 4,313,210 SH SOLE 1,2 0 0 4,313,210
BEAM THERAPEUTICS INC COM 07373V105 80,402,851 4,726,799 SH SOLE 1,2 4,458,030 0 268,769
OCEANEERING INTL INC COM 675232102 561,966 27,135 SH SOLE 1,2 27,135 0 0
INTUITIVE MACHINES INC COM 46125A100 3,863,630 355,767 SH SOLE 1,2 0 0 355,767
TWIST BIOSCIENCE CORP COM 90184D100 84,504,310 2,299,437 SH SOLE 1,2 2,106,274 0 193,163
HUNTSMAN CORP COM 447011107 437,682 42,004 SH SOLE 1,2 42,004 0 0
VERACYTE INC COM 92337F107 44,473,779 1,647,177 SH SOLE 1,2 1,439,795 0 207,382
LIBERTY ENERGY INC COM 53115L104 450,246 39,220 SH SOLE 1,2 39,220 0 0
SCHRODINGER INC COM 80810D103 52,088,989 2,591,492 SH SOLE 1,2 2,329,112 0 262,380
ADAPTIVE BIOTECHNOLOGIES COM 00650F109 50,048,322 4,299,684 SH SOLE 1,2 3,536,967 0 762,717
ERO COPPER CORP COM 296006109 355,029 21,045 SH SOLE 1,2 21,045 0 0
10X GENOMICS INC-CLASS A COM 88025U109 69,531,685 6,009,653 SH SOLE 1,2 5,605,769 0 403,884
PAGERDUTY INC COM 69553P100 44,090,002 2,887,361 SH SOLE 1,2 1,955,612 0 931,749
INTELLIA THERAPEUTICS INC COM 45826J105 25,003,040 2,671,265 SH SOLE 1,2 2,432,992 0 238,273
IBOTTA INC-CL A COM 451051106 40,528,571 1,107,338 SH SOLE 1,2 0 0 1,107,338
NURIX THERAPEUTICS INC COM 67080M103 15,796,045 1,389,274 SH SOLE 1,2 1,148,977 0 240,297
INFINITY NATURAL RESOUR-CL A COM 456941103 683,336 37,239 SH SOLE 1,2 37,239 0 0
ARES ACQUISITION CORP II COM G33033104 3,680,998 325,464 SH SOLE 1,2 0 0 325,464
NEXTDOOR HOLDINGS INC COM 65345M108 17,973,026 10,892,743 SH SOLE 1,2 2,236,988 0 8,655,755
CAREDX INC COM 14167L103 24,143,448 1,235,591 SH SOLE 1,2 997,116 0 238,475
PRECISION DRILLING CORP COM 74022D407 285,411 6,043 SH SOLE 1,2 6,043 0 0
PRIME MEDICINE INC COM 74168J101 3,893,337 1,589,117 SH SOLE 1,2 1,245,482 0 343,635
PERSONALIS INC COM 71535D106 4,161,120 634,317 SH SOLE 1,2 0 0 634,317
ABSCI CORP COM 00091E109 3,705,559 1,447,484 SH SOLE 1,2 0 0 1,447,484
STANDARD BIOTOOLS INC COM 34385P108 7,325,761 6,156,102 SH SOLE 1,2 5,607,814 0 548,288
PACIFIC BIOSCIENCES OF CALIF COM 69404D108 11,338,700 9,218,455 SH SOLE 1,2 8,654,840 0 563,615
COMPASS PATHWAYS PLC COM 20451W101 606,231 216,511 SH SOLE 1,2 0 0 216,511
ARCTURUS THERAPEUTICS HOLDIN COM 03969T109 23,792,639 1,830,203 SH SOLE 1,2 1,600,074 0 230,129
BLADE AIR MOBILITY INC COM 092667104 12,086,744 2,999,192 SH SOLE 1,2 0 0 2,999,192
QUANTUM-SI INC COM 74765K105 11,017,754 5,621,303 SH SOLE 1,2 4,517,162 0 1,104,141
CERUS CORP COM 157085101 8,486,981 6,062,129 SH SOLE 1,2 5,278,895 0 783,234
908 DEVICES INC COM 65443P102 2,811,894 394,375 SH SOLE 1,2 0 0 394,375
REPARE THERAPEUTICS INC COM 760273102 161,586 116,249 SH SOLE 1,2 0 0 116,249
BURNING ROCK BIOTECH LTD-ADR COM 12233L206 141,009 43,928 SH SOLE 1,2 0 0 43,928