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
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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
AURORA INNOVATION INC CLASS A COM 051774107 66,307,907 9,722,567 SH SOLE 1, 2 9,722,567 0 0
CARVANA CO CL A 146869102 611,060,967 9,283,819 SH SOLE 1, 2 9,283,819 0 0
CLOUDFLARE INC CL A COM 18915M107 73,589,641 300,023 SH SOLE 1, 2 300,023 0 0
DUOLINGO INC CL A COM 26603R106 4,605,976 40,045 SH SOLE 1, 2 40,045 0 0
ENVIRI CORP COM 29390K102 4,667,821 212,657 SH SOLE 1, 2 212,657 0 0
FERVO ENERGY CO CL A COM 31556C106 14,690,530 502,584 SH SOLE 1, 2 502,584 0 0
FIRST MAJESTIC SILVER CORP COM 32076V103 90,474,867 5,334,603 SH SOLE 1, 2 5,334,603 0 0
HARMONY GOLD MNG LTD SPONSORED ADR 413216300 2,460,780 161,787 SH SOLE 1, 2 161,787 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 19,771,457 49,717 SH SOLE 1, 2 49,717 0 0
JOBY AVIATION INC COMMON STOCK G65163100 21,454,857 2,405,253 SH SOLE 1, 2 2,405,253 0 0
KLARNA GROUP PLC SHS G5279N105 3,818,782 188,675 SH SOLE 1, 2 188,675 0 0
MERCADOLIBRE INC COM 58733R102 40,805,256 24,040 SH SOLE 1, 2 24,040 0 0
MODERNA INC COM 60770K107 53,496,407 763,907 SH SOLE 1, 2 763,907 0 0
MOLINA HEALTHCARE INC COM 60855R100 574,377,763 2,511,490 SH SOLE 1, 2 2,511,490 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 56,797,398 205,661 SH SOLE 1, 2 205,661 0 0
NOVAGOLD RESOURCES INC COM NEW 66987E206 188,243,055 31,531,500 SH SOLE 1, 2 31,531,500 0 0
NOVAGOLD RESOURCES INC COM NEW 66987E305 11,343,000 1,900,000 SH SOLE 1, 2 1,900,000 0 0
NVIDIA CORPORATION COM 67066G104 133,602,094 667,710 SH SOLE 1, 2 667,710 0 0
PARAMOUNT SKYDANCE CORP COM CL B 69932A204 455,792,071 46,061,363 SH SOLE 1, 2 46,061,363 0 0
PONY AI INC SPONSORED ADS 732908108 12,628,609 1,817,066 SH SOLE 1, 2 1,817,066 0 0
RANGE RES CORP COM 75281A109 410,766,005 11,045,066 SH SOLE 1, 2 11,045,066 0 0
RECURSION PHARMACEUTICALS IN CL A 75629V104 8,098,446 2,206,661 SH SOLE 1, 2 2,206,661 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 161,954,697 19,075,936 SH SOLE 1, 2 19,075,936 0 0
SLB LIMITED COM STK 806857108 205,737,037 4,391,097 SH SOLE 1, 2 4,391,097 0 0
SLB LIMITED COM STK 806857108 19,060,900 410,000 SH Call SOLE 1, 2 410,000 0 0
SUNSHINE SILVER MNG & REFNG COMMON STOCK 867866105 26,440,000 2,000,000 SH SOLE 1, 2 2,000,000 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 147,446,395 308,743 SH SOLE 1, 2 308,743 0 0
TEMPUS AI INC CL A 88023B103 82,015,324 1,415,766 SH SOLE 1, 2 1,415,766 0 0
TESLA INC COM 88160R101 29,458,403 70,039 SH SOLE 1, 2 70,039 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 684,577,349 20,205,943 SH SOLE 1, 2 20,205,943 0 0
VALARIS LTD CL A G9460G101 175,074,392 2,411,493 SH SOLE 1, 2 2,411,493 0 0
VEON LTD SPONSORED ADS 91822M502 274,892,072 5,265,123 SH SOLE 1, 2 5,265,123 0 0