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 180,558,126 968,192 SH SOLE 1,2 507,921 0 460,271
ALPHABET INC-CL C COM 02079K107 100,772,403 321,146 SH SOLE 1,2 41,769 0 279,377
APPLE INC COM 037833100 1,065,613 3,920 SH SOLE 1,2 0 0 3,920
MICROSOFT CORP COM 594918104 835,177 1,727 SH SOLE 1,2 0 0 1,727
AMAZON.COM INC COM 023135106 186,584,270 808,354 SH SOLE 1,2 360,592 0 447,762
TAIWAN SEMICONDUCTOR-SP ADR COM 874039100 108,672,420 357,628 SH SOLE 1,2 126,616 0 231,012
META PLATFORMS INC-CLASS A COM 30303M102 153,188,772 232,164 SH SOLE 1,2 90,422 0 141,742
TESLA INC COM 88160R101 435,375,239 968,469 SH SOLE 1,2 892,098 0 76,371
EXXON MOBIL CORP COM 30231G102 5,871,616 48,800 SH SOLE 1,2 48,800 0 0
ALIBABA GROUP HOLDING-SP ADR COM 01609W102 59,942,321 409,023 SH SOLE 1,2 233,219 0 175,804
ADVANCED MICRO DEVICES COM 007903107 304,413,762 1,421,697 SH SOLE 1,2 617,923 0 803,774
PALANTIR TECHNOLOGIES INC-A COM 69608A108 328,051,490 1,845,578 SH SOLE 1,2 676,373 0 1,169,205
NETFLIX INC COM 64110L106 12,485,625 133,180 SH SOLE 1,2 0 0 133,180
CHEVRON CORP COM 166764100 3,234,570 21,227 SH SOLE 1,2 21,227 0 0
CATERPILLAR INC COM 149123101 5,330,198 9,306 SH SOLE 1,2 0 0 9,306
SALESFORCE INC COM 79466L302 13,802,350 52,104 SH SOLE 1,2 0 0 52,104
LINDE PLC COM G54950103 2,868,909 6,729 SH SOLE 1,2 6,729 0 0
SHELL PLC-ADR COM 780259305 5,314,306 72,333 SH SOLE 1,2 72,333 0 0
WALT DISNEY CO/THE COM 254687106 955,356 8,398 SH SOLE 1,2 0 0 8,398
AMGEN INC COM 031162100 1,478,369 4,517 SH SOLE 1,2 0 0 4,517
SHOPIFY INC - CLASS A COM 82509L107 529,840,535 3,293,185 SH SOLE 1,2 1,503,470 0 1,789,715
BHP GROUP LTD-SPON ADR COM 088606108 5,503,504 91,178 SH SOLE 1,2 91,178 0 0
QUALCOMM INC COM 747525103 828,518 4,844 SH SOLE 1,2 0 0 4,844
TOTALENERGIES SE COM 89151E109 3,386,347 51,779 SH SOLE 1,2 51,779 0 0
SOUTHERN COPPER CORP COM 84265V105 445,893 3,109 SH SOLE 1,2 3,109 0 0
RIO TINTO PLC-SPON ADR COM 767204100 4,094,943 51,174 SH SOLE 1,2 51,174 0 0
INTUIT INC COM 461202103 29,235,245 44,136 SH SOLE 1,2 19,873 0 24,263
DEERE & CO COM 244199105 102,427,810 219,991 SH SOLE 1,2 138,375 0 81,616
HONEYWELL INTERNATIONAL INC COM 438516106 4,251,596 21,793 SH SOLE 1,2 0 0 21,793
UNION PACIFIC CORP COM 907818108 642,838 2,779 SH SOLE 1,2 2,779 0 0
NEWMONT CORP COM 651639106 6,399,886 64,095 SH SOLE 1,2 64,095 0 0
LOCKHEED MARTIN CORP COM 539830109 4,772,372 9,867 SH SOLE 1,2 0 0 9,867
CONOCOPHILLIPS COM 20825C104 1,609,748 17,200 SH SOLE 1,2 17,200 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 2,862,452 6,314 SH SOLE 1,2 0 0 6,314
ADOBE INC COM 00724F101 229,845 657 SH SOLE 1,2 0 0 657
CROWDSTRIKE HOLDINGS INC - A COM 22788C105 74,356,658 158,658 SH SOLE 1,2 0 0 158,658
MERCADOLIBRE INC COM 58733R102 164,106,990 81,473 SH SOLE 1,2 32,665 0 48,808
SPOTIFY TECHNOLOGY SA COM L8681T102 89,607,482 154,336 SH SOLE 1,2 49,455 0 104,881
AGNICO EAGLE MINES LTD COM 008474108 4,204,278 24,804 SH SOLE 1,2 24,804 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 14,651,510 90,447 SH SOLE 1,2 0 0 90,447
BP PLC-SPONS ADR COM 055622104 2,373,702 68,367 SH SOLE 1,2 68,367 0 0
ROBINHOOD MARKETS INC - A COM 770700102 515,119,218 4,555,755 SH SOLE 1,2 2,299,226 0 2,256,529
SYNOPSYS INC COM 871607107 11,148,794 23,737 SH SOLE 1,2 0 0 23,737
DOORDASH INC - A COM 25809K105 53,522,660 236,324 SH SOLE 1,2 0 0 236,324
FREEPORT-MCMORAN INC COM 35671D857 4,703,244 92,620 SH SOLE 1,2 92,620 0 0
NU HOLDINGS LTD/CAYMAN ISL-A COM G6683N103 74,544,116 4,450,395 SH SOLE 1,2 1,336,975 0 3,113,420
BARRICK MINING CORP COM 06849F108 3,665,095 84,197 SH SOLE 1,2 84,197 0 0
AIRBNB INC-CLASS A COM 009066101 101,983,944 751,429 SH SOLE 1,2 262,983 0 488,446
REGENERON PHARMACEUTICALS COM 75886F107 12,481,586 16,171 SH SOLE 1,2 13,966 0 2,205
WILLIAMS COS INC COM 969457100 656,232 10,919 SH SOLE 1,2 10,919 0 0
CANADIAN NATURAL RESOURCES COM 136385101 2,269,744 67,053 SH SOLE 1,2 67,053 0 0
SLB LTD COM 806857108 938,453 24,458 SH SOLE 1,2 24,458 0 0
SEA LTD-ADR COM 81141R100 25,019,728 196,187 SH SOLE 1,2 0 0 196,187
CLOUDFLARE INC - CLASS A COM 18915M107 89,123,064 452,103 SH SOLE 1,2 209,486 0 242,617
VALE SA-SP ADR COM 91912E105 2,395,745 184,005 SH SOLE 1,2 184,005 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109 36,217,264 123,339 SH SOLE 1,2 0 0 123,339
KINDER MORGAN INC COM 49456B101 716,404 26,070 SH SOLE 1,2 26,070 0 0
SUNCOR ENERGY INC COM 867224107 1,516,092 34,177 SH SOLE 1,2 34,177 0 0
EOG RESOURCES INC COM 26875P101 912,417 8,693 SH SOLE 1,2 8,693 0 0
NXP SEMICONDUCTORS NV COM N6596X109 5,624,132 25,932 SH SOLE 1,2 0 0 25,932
AIR PRODUCTS & CHEMICALS INC COM 009158106 2,623,283 10,618 SH SOLE 1,2 10,618 0 0
PHILLIPS 66 COM 718546104 856,829 6,639 SH SOLE 1,2 6,639 0 0
AUTODESK INC COM 052769106 398,120 1,345 SH SOLE 1,2 0 0 1,345
COINBASE GLOBAL INC -CLASS A COM 19260Q107 389,214,504 1,721,198 SH SOLE 1,2 1,002,683 0 718,515
BAKER HUGHES CO COM 05722G100 588,885 12,934 SH SOLE 1,2 12,934 0 0
VALERO ENERGY CORP COM 91913Y100 557,813 3,427 SH SOLE 1,2 3,427 0 0
COREWEAVE INC-CL A COM 21873S108 62,739,543 876,373 SH SOLE 1,2 547,580 0 328,793
BAIDU INC - SPON ADR COM 056752108 87,213,683 667,639 SH SOLE 1,2 430,429 0 237,210
CAMECO CORP COM 13321L108 34,743,419 379,751 SH SOLE 1,2 379,751 0 0
ANGLOGOLD ASHANTI PLC COM G0378L100 2,047,449 24,017 SH SOLE 1,2 24,017 0 0
PAYPAL HOLDINGS INC COM 70450Y103 30,117,928 515,983 SH SOLE 1,2 0 0 515,983
MARATHON PETROLEUM CORP COM 56585A102 538,694 3,313 SH SOLE 1,2 3,313 0 0
ROBLOX CORP -CLASS A COM 771049103 224,271,261 2,768,781 SH SOLE 1,2 1,249,949 0 1,518,832
CORTEVA INC COM 22052L104 19,598,902 292,390 SH SOLE 1,2 269,812 0 22,578
ROCKET LAB CORP COM 773121108 36,084,283 517,560 SH SOLE 1,2 0 0 517,560
DATADOG INC - CLASS A COM 23804L103 16,652,927 122,466 SH SOLE 1,2 0 0 122,466
TAKE-TWO INTERACTIVE SOFTWRE COM 874054109 1,953,945 7,632 SH SOLE 1,2 0 0 7,632
OCCIDENTAL PETROLEUM CORP COM 674599105 717,904 17,463 SH SOLE 1,2 17,463 0 0
TARGA RESOURCES CORP COM 87612G101 959,849 5,203 SH SOLE 1,2 5,203 0 0
BANCO BRADESCO-ADR COM 059460303 232,760 69,898 SH SOLE 1,2 0 0 69,898
HEICO CORP COM 422806109 4,842,201 14,964 SH SOLE 1,2 0 0 14,964
NUCOR CORP COM 670346105 2,034,346 12,473 SH SOLE 1,2 12,473 0 0
GARMIN LTD COM H2906T109 10,501,838 51,774 SH SOLE 1,2 0 0 51,774
BLOCK INC COM 852234103 188,657,442 2,898,409 SH SOLE 1,2 1,510,181 0 1,388,228
TERADYNE INC COM 880770102 212,685,706 1,099,833 SH SOLE 1,2 762,953 0 336,880
REDDIT INC-CL A COM 75734B100 1,070,395 4,662 SH SOLE 1,2 0 0 4,662
VEEVA SYSTEMS INC-CLASS A COM 922475108 1,727,500 7,739 SH SOLE 1,2 0 0 7,739
XYLEM INC COM 98419M100 1,108,860 8,145 SH SOLE 1,2 8,145 0 0
NUTRIEN LTD COM 67077M108 5,734,463 92,926 SH SOLE 1,2 92,926 0 0
ELBIT SYSTEMS LTD COM M3760D101 10,633,264 18,418 SH SOLE 1,2 0 0 18,418
EQT CORP COM 26884L109 735,231 13,717 SH SOLE 1,2 13,717 0 0
NATERA INC COM 632307104 107,835,838 471,084 SH SOLE 1,2 427,278 0 43,806
ARCHER-DANIELS-MIDLAND CO COM 039483102 836,537 14,551 SH SOLE 1,2 14,551 0 0
SOFI TECHNOLOGIES INC COM 83406F102 86,346,981 3,298,204 SH SOLE 1,2 1,226,669 0 2,071,535
HALLIBURTON CO COM 406216101 667,406 23,625 SH SOLE 1,2 23,625 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 5,222,215 10,224 SH SOLE 1,2 0 0 10,224
TECK RESOURCES LTD-CLS B COM 878742204 2,388,877 49,893 SH SOLE 1,2 49,893 0 0
STEEL DYNAMICS INC COM 858119100 2,693,968 15,903 SH SOLE 1,2 15,903 0 0
PURE STORAGE INC - CLASS A COM 74624M102 72,491,820 1,081,806 SH SOLE 1,2 781,198 0 300,608
ILLUMINA INC COM 452327109 116,241,396 886,865 SH SOLE 1,2 821,736 0 65,129
FUTU HOLDINGS LTD-ADR COM 36118L106 30,993,238 188,707 SH SOLE 1,2 0 0 188,707
ALBEMARLE CORP COM 012653101 1,463,556 10,349 SH SOLE 1,2 10,349 0 0
INTERNATIONAL PAPER CO COM 460146103 802,217 20,366 SH SOLE 1,2 20,366 0 0
TECHNIPFMC PLC COM G87110105 641,832 14,407 SH SOLE 1,2 14,407 0 0
BUNGE GLOBAL SA COM H11356104 826,573 9,279 SH SOLE 1,2 9,279 0 0
COTERRA ENERGY INC COM 127097103 987,079 37,503 SH SOLE 1,2 37,503 0 0
INCYTE CORP COM 45337C102 2,201,880 22,293 SH SOLE 1,2 0 0 22,293
PACKAGING CORP OF AMERICA COM 695156109 1,837,716 8,911 SH SOLE 1,2 8,911 0 0
EXACT SCIENCES CORP COM 30063P105 8,856,743 87,207 SH SOLE 1,2 74,226 0 12,981
KRATOS DEFENSE & SECURITY COM 50077B207 97,254,410 1,281,687 SH SOLE 1,2 488,829 0 792,858
BWX TECHNOLOGIES INC COM 05605H100 43,630,272 252,490 SH SOLE 1,2 209,249 0 43,241
TOAST INC-CLASS A COM 888787108 134,985,832 3,801,347 SH SOLE 1,2 741,817 0 3,059,530
WEYERHAEUSER CO COM 962166104 985,328 41,575 SH SOLE 1,2 41,575 0 0
ALAMOS GOLD INC-CLASS A COM 011532108 4,381,398 113,596 SH SOLE 1,2 113,596 0 0
UNITY SOFTWARE INC COM 91332U101 82,638,866 1,871,775 SH SOLE 1,2 577,382 0 1,294,393
RELIANCE INC COM 759509102 1,014,640 3,515 SH SOLE 1,2 3,515 0 0
TRIMBLE INC COM 896239100 79,441,651 1,013,933 SH SOLE 1,2 527,984 0 485,949
CIRCLE INTERNET GROUP INC COM 172573107 203,936,171 2,570,408 SH SOLE 1,2 1,411,138 0 1,159,270
ZILLOW GROUP INC - C COM 98954M200 28,326,104 415,217 SH SOLE 1,2 0 0 415,217
PINTEREST INC- CLASS A COM 72352L106 64,064,775 2,475,455 SH SOLE 1,2 0 0 2,475,455
TRADE DESK INC/THE -CLASS A COM 88339J105 50,208,002 1,323,004 SH SOLE 1,2 799,134 0 523,870
ROKU INC COM 77543R102 318,800,204 2,941,504 SH SOLE 1,2 1,839,438 0 1,102,066
DRAFTKINGS INC-CL A COM 26142V105 121,932,885 3,538,389 SH SOLE 1,2 1,274,751 0 2,263,638
AEROVIRONMENT INC COM 008073108 48,289,468 199,824 SH SOLE 1,2 0 0 199,824
JSC KASPI.KZ ADR COM 48581R205 23,102,721 295,469 SH SOLE 1,2 0 0 295,469
GUARDANT HEALTH INC COM 40131M109 65,380,522 640,295 SH SOLE 1,2 538,962 0 101,333
RUBRIK INC-A COM 781154109 25,452,499 332,930 SH SOLE 1,2 0 0 332,930
CF INDUSTRIES HOLDINGS INC COM 125269100 764,506 9,885 SH SOLE 1,2 9,885 0 0
DOMINO'S PIZZA INC COM 25754A201 2,884,400 6,924 SH SOLE 1,2 0 0 6,924
FIGMA INC-CL A COM 316841105 7,392,835 197,987 SH SOLE 1,2 0 0 197,987
IONIS PHARMACEUTICALS INC COM 462222100 7,401,466 93,571 SH SOLE 1,2 0 0 93,571
EQUINOX GOLD CORP COM 29446Y502 1,576,327 112,274 SH SOLE 1,2 112,274 0 0
BITMINE IMMERSION TECHNOLOGI COM 09175A206 133,396,992 4,911,524 SH SOLE 1,2 2,165,969 0 2,745,555
JOBY AVIATION INC COM G65163100 23,850,831 1,808,251 SH SOLE 1,2 0 0 1,808,251
CROWN HOLDINGS INC COM 228368106 588,622 5,717 SH SOLE 1,2 5,717 0 0
PERMIAN RESOURCES CORP COM 71424F105 891,588 63,594 SH SOLE 1,2 63,594 0 0
TEMPUS AI INC COM 88023B103 206,959,798 3,504,823 SH SOLE 1,2 3,303,597 0 201,226
MP MATERIALS CORP COM 553368101 748,719 14,832 SH SOLE 1,2 14,832 0 0
HUDBAY MINERALS INC COM 443628102 1,824,592 91,919 SH SOLE 1,2 91,919 0 0
KLARNA GROUP PLC COM G5279N105 21,930,345 759,624 SH SOLE 1,2 0 0 759,624
NEW GOLD INC COM 644535106 749,470 86,146 SH SOLE 1,2 86,146 0 0
MOSAIC CO/THE COM 61945C103 416,006 17,276 SH SOLE 1,2 17,276 0 0
AURORA INNOVATION INC COM 051774107 24,726,317 6,439,145 SH SOLE 1,2 3,301,490 0 3,137,655
CARIS LIFE SCIENCES INC COM 142152107 1,475,224 54,719 SH SOLE 1,2 0 0 54,719
PONY AI INC COM 732908108 28,630,236 1,974,499 SH SOLE 1,2 1,221,643 0 752,856
GLOBAL-E ONLINE LTD COM M5216V106 31,716,094 806,820 SH SOLE 1,2 0 0 806,820
GITLAB INC-CL A COM 37637K108 19,153,811 510,360 SH SOLE 1,2 0 0 510,360
MATADOR RESOURCES CO COM 576485205 830,965 19,589 SH SOLE 1,2 19,589 0 0
ARCHER AVIATION INC-A COM 03945R102 59,514,716 7,914,191 SH SOLE 1,2 3,930,777 0 3,983,414
CRISPR THERAPEUTICS AG COM H17182108 102,605,016 1,958,111 SH SOLE 1,2 1,798,533 0 159,578
BULLISH COM G16910120 95,513,941 2,524,820 SH SOLE 1,2 1,251,095 0 1,273,725
BADGER METER INC COM 056525108 918,382 5,272 SH SOLE 1,2 5,272 0 0
CACTUS INC - A COM 127203107 640,153 14,020 SH SOLE 1,2 14,020 0 0
INTUITIVE MACHINES INC COM 46125A100 8,532,587 526,378 SH SOLE 1,2 0 0 526,378
LIBERTY ENERGY INC COM 53115L104 589,317 31,924 SH SOLE 1,2 31,924 0 0
BEAM THERAPEUTICS INC COM 07373V105 122,181,703 4,409,300 SH SOLE 1,2 4,177,993 0 231,307
VERACYTE INC COM 92337F107 52,957,506 1,257,898 SH SOLE 1,2 1,085,910 0 171,988
OCEANEERING INTL INC COM 675232102 627,715 26,133 SH SOLE 1,2 26,133 0 0
WERIDE INC-ADR COM 950915108 6,092,958 700,340 SH SOLE 1,2 0 0 700,340
ADAPTIVE BIOTECHNOLOGIES COM 00650F109 31,615,439 1,947,963 SH SOLE 1,2 1,518,989 0 428,974
GENEDX HOLDINGS CORP COM 81663L200 49,647,154 381,725 SH SOLE 1,2 356,941 0 24,784
10X GENOMICS INC-CLASS A COM 88025U109 89,424,294 5,486,153 SH SOLE 1,2 5,119,547 0 366,606
ETORO GROUP LTD-A COM G32089107 16,839,373 479,481 SH SOLE 1,2 0 0 479,481
TWIST BIOSCIENCE CORP COM 90184D100 60,262,594 1,902,829 SH SOLE 1,2 1,742,289 0 160,540
RECURSION PHARMACEUTICALS-A COM 75629V104 25,381,782 6,221,025 SH SOLE 1,2 5,445,431 0 775,594
GENIUS SPORTS LTD COM G3934V109 25,985,020 2,360,129 SH SOLE 1,2 0 0 2,360,129
IRIDIUM COMMUNICATIONS INC COM 46269C102 19,418,826 1,117,952 SH SOLE 1,2 0 0 1,117,952
HUNTSMAN CORP COM 447011107 415,230 41,523 SH SOLE 1,2 41,523 0 0
NURIX THERAPEUTICS INC COM 67080M103 24,481,809 1,290,554 SH SOLE 1,2 1,081,212 0 209,342
INTELLIA THERAPEUTICS INC COM 45826J105 19,688,300 2,192,461 SH SOLE 1,2 1,990,509 0 201,952
KODIAK AI INC COM 500081104 8,636,813 789,471 SH SOLE 1,2 0 0 789,471
ATAI BECKLEY NV COM 04650F101 1,887,273 461,436 SH SOLE 1,2 0 0 461,436
SCHRODINGER INC COM 80810D103 50,359,306 2,819,670 SH SOLE 1,2 2,565,146 0 254,524
CAREDX INC COM 14167L103 27,254,245 1,446,616 SH SOLE 1,2 1,199,310 0 247,306
PRECISION DRILLING CORP COM 74022D407 434,069 6,043 SH SOLE 1,2 6,043 0 0
PAGERDUTY INC COM 69553P100 31,730,283 2,422,159 SH SOLE 1,2 1,648,441 0 773,718
INFINITY NATURAL RESOUR-CL A COM 456941103 782,236 53,141 SH SOLE 1,2 53,141 0 0
PERSONALIS INC COM 71535D106 4,126,790 518,441 SH SOLE 1,2 0 0 518,441
NEXTDOOR HOLDINGS INC COM 65345M108 24,870,831 11,899,919 SH SOLE 1,2 1,603,072 0 10,296,847
PRIME MEDICINE INC COM 74168J101 11,196,996 3,245,506 SH SOLE 1,2 2,596,576 0 648,930
PACIFIC BIOSCIENCES OF CALIF COM 69404D108 14,602,045 7,808,580 SH SOLE 1,2 7,352,243 0 456,337
COMPASS PATHWAYS PLC COM 20451W101 1,706,625 247,337 SH SOLE 1,2 0 0 247,337
IBOTTA INC-CL A COM 451051106 7,739,890 341,265 SH SOLE 1,2 0 0 341,265
STANDARD BIOTOOLS INC COM 34385P108 5,506,576 4,335,887 SH SOLE 1,2 3,893,103 0 442,784
CERUS CORP COM 157085101 9,655,416 4,709,959 SH SOLE 1,2 4,057,900 0 652,059
ABSCI CORP COM 00091E109 4,958,227 1,424,778 SH SOLE 1,2 0 0 1,424,778
STRATA CRITICAL MEDICAL INC COM 092667104 8,052,230 1,677,548 SH SOLE 1,2 0 0 1,677,548
BURNING ROCK BIOTECH LTD-ADR COM 12233L206 652,362 31,807 SH SOLE 1,2 0 0 31,807
QUANTUM-SI INC COM 74765K105 5,112,885 4,690,720 SH SOLE 1,2 3,879,040 0 811,680
908 DEVICES INC COM 65443P102 1,509,544 288,081 SH SOLE 1,2 0 0 288,081
ARCTURUS THERAPEUTICS HOLDIN COM 03969T109 12,402,719 2,026,588 SH SOLE 1,2 1,757,541 0 269,047