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
LINDE PLC SHS G54950103 27,420,715 64,309 SH SOLE 64,309 0 0
UNIQURE NV SHS N90064101 12,483,731 521,677 SH SOLE 521,677 0 0
ABIVAX SA SPONSORED ADS 00370M103 93,316,019 691,973 SH SOLE 691,973 0 0
ADVANCED MICRO DEVICES INC COM 007903107 10,866,050 50,738 SH SOLE 50,738 0 0
ALPHABET INC CAP STK CL C 02079K107 135,420,390 431,550 SH SOLE 431,550 0 0
AMAZON COM INC COM 023135106 84,250,685 365,006 SH SOLE 365,006 0 0
APPLE INC COM 037833100 3,335,178 12,268 SH SOLE 12,268 0 0
APPLIED MATLS INC COM 038222105 19,836,544 77,188 SH SOLE 77,188 0 0
AXSOME THERAPEUTICS INC COM 05464T104 50,926,424 278,835 SH SOLE 278,835 0 0
BANK AMERICA CORP COM 060505104 2,670,580 48,556 SH SOLE 48,556 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4,793,773 9,537 SH SOLE 9,537 0 0
BROADCOM INC COM 11135F101 36,934,754 106,717 SH SOLE 106,717 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 33,174,614 70,771 SH SOLE 70,771 0 0
CYTOKINETICS INC COM NEW 23282W605 47,526,840 747,983 SH SOLE 747,983 0 0
META PLATFORMS INC CL A 30303M102 14,247,383 21,584 SH SOLE 21,584 0 0
FISERV INC COM 337738108 1,976,343 29,423 SH SOLE 29,423 0 0
FREEPORT-MCMORAN INC CL B 35671D857 28,193,173 555,093 SH SOLE 555,093 0 0
INTEL CORP COM 458140100 10,679,229 289,410 SH SOLE 289,410 0 0
JANUX THERAPEUTICS INC COM 47103J105 5,195,645 376,496 SH SOLE 376,496 0 0
MARVELL TECHNOLOGY INC COM 573874104 7,193,387 84,648 SH SOLE 84,648 0 0
MERCADOLIBRE INC COM 58733R102 12,560,925 6,236 SH SOLE 6,236 0 0
MICROSOFT CORP COM 594918104 45,472,371 94,025 SH SOLE 94,025 0 0
MICRON TECHNOLOGY INC COM 595112103 68,913,101 241,453 SH SOLE 241,453 0 0
MINERALYS THERAPEUTICS INC COM 603170101 23,917,868 659,076 SH SOLE 659,076 0 0
NVIDIA CORPORATION COM 67066G104 60,501,533 324,405 SH SOLE 324,405 0 0
PEPSICO INC COM 713448108 451,083 3,143 SH SOLE 3,143 0 0
PROTAGONIST THERAPEUTICS INC COM 74366E102 49,943,196 571,825 SH SOLE 571,825 0 0
SALESFORCE INC COM 79466L302 2,432,669 9,183 SH SOLE 9,183 0 0
SCHOLAR ROCK HLDG CORP COM 80706P103 33,893,920 769,442 SH SOLE 769,442 0 0
SNOWFLAKE INC COM SHS 833445109 45,054,131 205,389 SH SOLE 205,389 0 0
SOUTHERN COPPER CORP COM 84265V105 4,813,705 33,552 SH SOLE 33,552 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 29,438,837 181,710 SH SOLE 181,710 0 0
VIRIDIAN THERAPEUTICS INC COM 92790C104 13,172,225 423,272 SH SOLE 423,272 0 0
WALMART INC COM 931142103 3,243,925 29,117 SH SOLE 29,117 0 0
WASTE MGMT INC DEL COM 94106L109 21,800,066 99,222 SH SOLE 99,222 0 0
WESTERN DIGITAL CORP COM 958102105 39,161,278 227,325 SH SOLE 227,325 0 0
CATERPILLAR INC COM 149123101 3,886,923 6,785 SH SOLE 6,785 0 0
COCA COLA CO COM 191216100 364,790 5,218 SH SOLE 5,218 0 0
GE VERNOVA INC COM 36828A101 2,256,124 3,452 SH SOLE 3,452 0 0
GE AEROSPACE COM NEW 369604301 4,253,586 13,809 SH SOLE 13,809 0 0
JPMORGAN CHASE & CO. COM 46625H100 5,831,538 18,098 SH SOLE 18,098 0 0
NEKTAR THERAPEUTICS COM NEW 640268306 7,953,375 188,112 SH SOLE 188,112 0 0
NETFLIX INC COM 64110L106 584,125 6,230 SH SOLE 6,230 0 0
ORACLE CORP COM 68389X105 4,676,671 23,994 SH SOLE 23,994 0 0
PROCTER AND GAMBLE CO COM 742718109 593,303 4,140 SH SOLE 4,140 0 0
RTX CORPORATION COM 75513E101 4,057,175 22,122 SH SOLE 22,122 0 0
VISA INC COM CL A 92826C839 1,953,805 5,571 SH SOLE 5,571 0 0
WELLS FARGO CO NEW COM 949746101 5,183,411 55,616 SH SOLE 55,616 0 0