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 5,912,839 956,770 SH SOLE 956,770 0 0
ABIVAX SA SPONSORED ADS 00370M103 18,933,981 142,083 SH SOLE 142,083 0 0
ADVANCED MICRO DEVICES INC COM 007903107 67,792,197 116,700 SH SOLE 116,700 0 0
AIR PRODUCTS AND CHEMICALS I COM 009158106 28,344,642 96,680 SH SOLE 96,680 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 12,630,146 238,981 SH SOLE 238,981 0 0
AMCOR PLC COM NEW G0250X149 52,001,620 1,199,576 SH SOLE 1,199,576 0 0
AMERICA MOVIL SAB DE CV SPON ADS RP CL B 02390A101 27,432,445 1,055,500 SH SOLE 1,055,500 0 0
AVALO THERAPEUTICS INC COM NEW 05338F306 3,492,720 189,000 SH SOLE 189,000 0 0
BICARA THERAPEUTICS INC COM 055477103 12,703,906 427,885 SH SOLE 427,885 0 0
BIOCRYST PHARMACEUTICALS INC COM 09058V103 4,500,000 450,000 SH SOLE 450,000 0 0
BRIDGEBIO PHARMA INC COM 10806X102 16,327,133 219,215 SH SOLE 219,215 0 0
BXP INC COM 101121101 8,084,780 121,924 SH SOLE 121,924 0 0
CELCUITY INC COM 15102K100 10,856,941 103,775 SH SOLE 103,775 0 0
CLIMB BIO INC COM 28658R106 4,702,928 360,654 SH SOLE 360,654 0 0
CRH PLC ORD G25508105 11,416,900 106,700 SH SOLE 106,700 0 0
DANAHER CORP DEL COM 235851102 24,095,720 126,500 SH SOLE 126,500 0 0
EMPIRE ST RLTY TR INC CL A 292104106 4,335,033 801,300 SH SOLE 801,300 0 0
FLEX LTD ORD Y2573F102 11,717,661 72,300 SH SOLE 72,300 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 40,881,587 638,675 SH SOLE 638,675 0 0
GERON CORP COM 374163103 2,846,144 2,223,550 SH SOLE 2,223,550 0 0
HOME DEPOT INC COM 437076102 35,239,433 99,919 SH SOLE 99,919 0 0
HONEYWELL AEROSPACE INC COM 43849R105 12,192,562 55,150 SH SOLE 55,150 0 0
HONEYWELL INTL INC COM 438516205 12,348,085 55,150 SH SOLE 55,150 0 0
IMMUNOME INC COM 45257U108 15,141,378 714,553 SH SOLE 714,553 0 0
IREN LIMITED ORDINARY SHARES Q4982L109 13,489,115 294,973 SH SOLE 294,973 0 0
ISHARES TR MSCI INDONIA ETF 46429B309 33,747,909 2,983,900 SH SOLE 2,983,900 0 0
ISHARES TR CORE S&P MCP ETF 464287507 27,682,490 359,000 SH SOLE 359,000 0 0
ISHARES TR INTL SEL DIV ETF 464288448 3,223,254 77,800 SH SOLE 77,800 0 0
ISHARES TR MBS ETF 464288588 33,006,384 349,200 SH SOLE 349,200 0 0
JD.COM INC SPON ADS CL A 47215P106 16,554,356 649,700 SH SOLE 649,700 0 0
KILROY REALTY CORP COM 49427F108 7,898,676 210,800 SH SOLE 210,800 0 0
KT CORP SPONSORED ADR 48268K101 33,788,275 1,955,340 SH SOLE 1,955,340 0 0
KURA ONCOLOGY INC COM 50127T109 12,888,434 1,174,880 SH SOLE 1,174,880 0 0
META PLATFORMS INC CL A 30303M102 21,044,514 37,360 SH SOLE 37,360 0 0
MIRUM PHARMACEUTICALS INC COM 604749101 27,239,731 232,679 SH SOLE 232,679 0 0
MP MATERIALS CORP COM CL A 553368101 15,853,631 283,050 SH SOLE 283,050 0 0
NVIDIA CORPORATION COM 67066G104 36,064,222 180,240 SH SOLE 180,240 0 0
OWENS CORNING NEW COM 690742101 29,618,063 186,324 SH SOLE 186,324 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 15,843,280 207,699 SH SOLE 207,699 0 0
PPG INDS INC COM 693506107 48,192,641 397,334 SH SOLE 397,334 0 0
PROTAGONIST THERAPEUTICS INC COM 74366E102 19,694,929 160,670 SH SOLE 160,670 0 0
SAVARA INC COM 805111101 11,348,876 1,842,350 SH SOLE 1,842,350 0 0
SCHOLAR ROCK HLDG CORP COM 80706P103 15,702,225 285,495 SH SOLE 285,495 0 0
SL GREEN RLTY CORP COM 78440X887 6,859,887 132,507 SH SOLE 132,507 0 0
SPDR SERIES TRUST ST STR SP HOME 78464A888 17,916,422 155,040 SH SOLE 155,040 0 0
SPDR SERIES TRUST ST STR SP500DIV 78468R788 3,220,425 67,500 SH SOLE 67,500 0 0
TREVI THERAPEUTICS INC COM 89532M101 22,634,013 1,213,620 SH SOLE 1,213,620 0 0
UNIQURE NV SHS N90064101 5,319,654 115,494 SH SOLE 115,494 0 0
UNITEDHEALTH GROUP INC COM 91324P102 28,402,076 68,335 SH SOLE 68,335 0 0
VAXCYTE INC COM 92243G108 7,145,921 122,930 SH SOLE 122,930 0 0
VOR BIOPHARMA INC COM NEW 929033207 11,902,986 646,550 SH SOLE 646,550 0 0
VORNADO RLTY TR SH BEN INT 929042109 5,651,340 143,800 SH SOLE 143,800 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 15,349,335 575,744 SH SOLE 575,744 0 0
XENON PHARMACEUTICALS INC COM 98420N105 14,955,095 247,765 SH SOLE 247,765 0 0
ZAI LAB LTD ADR 98887Q104 6,582,854 346,466 SH SOLE 346,466 0 0