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
A10 NETWORKS INC COM 002121101 1,069,617 28,630 SH SOLE 28,630 0 0
ABBVIE INC COM 00287Y109 7,574,867 30,102 SH SOLE 30,102 0 0
ABSCI CORPORATION COM 00091E109 2,755,685 237,764 SH SOLE 237,764 0 0
ADC THERAPEUTICS SA SHS H0036K147 622,322 581,609 SH SOLE 581,609 0 0
ADOBE INC COM 00724F101 3,807,426 18,571 SH SOLE 18,571 0 0
ADVANCED MICRO DEVICES INC COM 007903107 4,188,361 7,210 SH SOLE 7,210 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 411,082 4,283 SH SOLE 0 0 4,283
ALPHABET INC CAP STK CL C 02079K107 8,689,091 24,592 SH SOLE 24,592 0 0
AMER SPORTS INC COM SHS G0260P102 4,737,600 140,000 SH SOLE 140,000 0 0
ANALOG DEVICES INC COM 032654105 2,178,477 5,485 SH SOLE 5,485 0 0
APOGEE THERAPEUTICS INC COM 03770N101 7,740,017 58,314 SH SOLE 58,314 0 0
ARCUS BIOSCIENCES INC COM 03969F109 4,137,910 134,217 SH SOLE 134,217 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 5,277,936 64,752 SH SOLE 64,752 0 0
ASTRAZENECA PLC ORD G0593M107 8,997,357 48,088 SH SOLE 48,088 0 0
AURA BIOSCIENCES INC COM 05153U107 794,242 111,865 SH SOLE 111,865 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104 9,036,300 210,000 SH SOLE 210,000 0 0
BLOCK INC CL A 852234103 950,000 12,500 SH SOLE 12,500 0 0
BOOKING HOLDINGS INC COM 09857L108 2,228,000 12,500 SH SOLE 12,500 0 0
BRIDGEBIO PHARMA INC COM 10806X102 2,959,984 39,742 SH SOLE 39,742 0 0
BRIGHT MINDS BIOSCIENCES INC COM NEW 10919W405 1,342,715 19,127 SH SOLE 19,127 0 0
BROADCOM INC COM 11135F101 9,891,762 26,186 SH SOLE 26,186 0 0
C4 THERAPEUTICS INC COM STK 12529R107 1,796,857 384,766 SH SOLE 384,766 0 0
CAMECO CORP COM 13321L108 4,314,382 42,356 SH SOLE 42,356 0 0
CATERPILLAR INC COM 149123101 4,792,050 4,500 SH SOLE 4,500 0 0
CAVA GROUP INC COM 148929102 3,296,160 42,000 SH SOLE 42,000 0 0
CODEXIS INC COM 192005106 597,689 264,464 SH SOLE 264,464 0 0
COGENT BIOSCIENCES INC COM 19240Q201 5,968,314 154,220 SH SOLE 154,220 0 0
COSTAR GROUP INC COM 22160N109 1,132,800 40,000 SH SOLE 40,000 0 0
DATADOG INC CL A COM 23804L103 3,124,320 12,000 SH SOLE 12,000 0 0
DEFINIUM THERAPEUTICS INC COM SHS 24477V105 3,292,800 70,000 SH SOLE 70,000 0 0
DINGDONG CAYMAN LTD ADS 25445D101 12,518,959 6,486,507 SH SOLE 5,882,069 0 604,438
DOORDASH INC CL A 25809K105 1,845,300 10,000 SH SOLE 10,000 0 0
DUTCH BROS INC CL A 26701L100 3,590,500 50,000 SH SOLE 50,000 0 0
E L F BEAUTY INC COM 26856L103 3,330,000 45,000 SH SOLE 45,000 0 0
ECHOSTAR CORP CL A 278768106 2,792,164 27,509 SH SOLE 27,509 0 0
FAIR ISAAC CORP COM 303250104 3,584,340 3,000 SH SOLE 3,000 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 3,710,000 62,500 SH SOLE 62,500 0 0
GE VERNOVA INC COM 36828A101 3,579,798 3,047 SH SOLE 3,047 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106 4,922,793 117,996 SH SOLE 113,914 0 4,082
HOME DEPOT INC COM 437076102 3,526,800 10,000 SH SOLE 10,000 0 0
IDEAYA BIOSCIENCES INC COM 45166A102 5,169,647 138,708 SH SOLE 138,708 0 0
IDEXX LABS INC COM 45168D104 1,526,676 2,900 SH SOLE 2,900 0 0
IMMUNOVANT INC COM 45258J102 5,574,174 144,671 SH SOLE 144,671 0 0
INHIBRX BIOSCIENCES INC COM 45720N103 582,334 6,146 SH SOLE 6,146 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 2,943,929 23,913 SH SOLE 23,913 0 0
IQVIA HLDGS INC COM 46266C105 5,160,520 26,708 SH SOLE 26,708 0 0
JD.COM INC SPON ADS CL A 47215P106 730,002 28,650 SH SOLE 0 0 28,650
JOHNSON & JOHNSON COM 478160104 7,067,985 27,830 SH SOLE 27,830 0 0
KLA CORP COM NEW 482480100 4,398,932 14,580 SH SOLE 14,580 0 0
KROGER CO COM 501044101 4,514,867 81,305 SH SOLE 81,305 0 0
LAM RESEARCH CORP COM NEW 512807306 20,123,412 46,439 SH SOLE 46,439 0 0
MBX BIOSCIENCES INC COM 55287L101 2,406,554 43,597 SH SOLE 43,597 0 0
MERCK & CO INC COM 58933Y105 8,136,106 63,316 SH SOLE 63,316 0 0
META PLATFORMS INC CL A 30303M102 3,661,385 6,500 SH SOLE 6,500 0 0
MICRON TECHNOLOGY INC COM 595112103 20,525,585 17,782 SH SOLE 17,782 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 2,617,158 6,302 SH SOLE 6,302 0 0
M-TRON INDS INC COM 55380K109 1,272,987 12,839 SH SOLE 12,839 0 0
NETFLIX INC. COM 64110L106 2,142,000 30,000 SH SOLE 30,000 0 0
NOAH HLDGS LTD SPON ADS 65487X102 9,926,184 993,612 SH SOLE 885,925 0 107,687
NVIDIA CORPORATION COM 67066G104 5,640,737 28,191 SH SOLE 28,191 0 0
PALISADE BIO INC COM 696389402 3,617,510 1,730,866 SH SOLE 1,730,866 0 0
PALO ALTO NETWORKS INC COM 697435105 1,625,301 4,766 SH SOLE 4,766 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 5,983,785 78,445 SH SOLE 71,251 0 7,194
PROQR THRAPEUTICS N V SHS EURO N71542109 2,156,536 1,159,428 SH SOLE 1,159,428 0 0
REVOLUTION MEDICINES INC COM 76155X100 3,182,636 16,994 SH SOLE 16,994 0 0
ROGERS COMMUNICATIONS INC CL B 775109200 4,785,708 147,160 SH SOLE 147,160 0 0
ROIVANT SCIENCES LTD SHS G76279101 3,269,930 92,397 SH SOLE 92,397 0 0
S&P GLOBAL INC COM 78409V104 686,233 1,685 SH SOLE 1,685 0 0
SERVICENOW INC COM 81762P102 1,985,600 20,000 SH SOLE 20,000 0 0
SKYE BIOSCIENCE INC COM NEW 83086J200 161,605 233,095 SH SOLE 233,095 0 0
STOKE THERAPEUTICS INC COM 86150R107 1,335,467 40,815 SH SOLE 40,815 0 0
STRUCTURE THERAPEUTICS INC SPONSORED ADS 86366E106 4,849,782 90,363 SH SOLE 90,363 0 0
TRANSUNION COM 89400J107 3,217,083 44,595 SH SOLE 44,595 0 0
TRIP COM GROUP LTD ADS 89677Q107 14,020,533 351,921 SH SOLE 308,913 0 43,008
UBS GROUP AG SHS H42097107 5,834,569 117,507 SH SOLE 117,507 0 0
VALARIS LTD CL A G9460G101 3,336,406 45,956 SH SOLE 45,956 0 0
VERA THERAPEUTICS INC CL A 92337R101 4,878,309 113,687 SH SOLE 113,687 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 2,774,319 8,286 SH SOLE 8,286 0 0
VISA INC COM CL A 92826C839 4,803,260 14,000 SH SOLE 14,000 0 0
WAVE LIFE SCIENCES LTD SHS Y95308105 1,599,313 275,269 SH SOLE 275,269 0 0
WINGSTOP INC COM 974155103 2,947,970 17,000 SH SOLE 17,000 0 0
YUM BRANDS INC COM 988498101 6,369,941 39,847 SH SOLE 39,847 0 0
ZOETIS INC CL A 98978V103 718,600 10,000 SH SOLE 10,000 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105 44,628,562 1,994,127 SH SOLE 1,785,866 0 208,261
ZYMEWORKS INC COM 98985Y108 2,749,510 105,184 SH SOLE 105,184 0 0