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
ALTO NEUROSCIENCE INC COM SHS 02157Q109 97,847,707 3,707,757 SH SOLE 3,707,757 0 0
AMRIZE LTD SHS H2927K103 16,805,437 315,299 SH SOLE 315,299 0 0
AMYLYX PHARMACEUTICALS INC COM 03237H101 2,791,379 155,422 SH SOLE 155,422 0 0
BOEING CO COM 097023105 38,950,097 179,933 SH SOLE 179,933 0 0
CBL & ASSOC PPTYS INC COMMON STOCK 124830878 8,493,126 159,976 SH SOLE 159,976 0 0
CEREBRAS SYSTEMS INC COM CL A 15675D103 112,710,000 510,000 SH SOLE 510,000 0 0
COPT DEFENSE PROPERTIES SHS BEN INT 22002T108 20,623,632 566,739 SH SOLE 566,739 0 0
D. BORAL ARC ACQ I CORP. SHS CL A G2616F101 2,062,668 197,763 SH SOLE 197,763 0 0
DENISON MINES CORP COM 248356107 2,507,465 819,433 SH SOLE 819,433 0 0
HONEYWELL AEROSPACE INC COM 43849R105 3,624,828 16,396 SH SOLE 16,396 0 0
HONEYWELL INTL INC COM 438516205 3,671,064 16,396 SH SOLE 16,396 0 0
INSPERITY INC COM 45778Q107 9,527,284 230,629 SH SOLE 230,629 0 0
JANUS LIVING INC CL A-1 471024109 8,316,867 289,383 SH SOLE 289,383 0 0
LENZ THERAPEUTICS INC COM 52635N103 20,517,358 3,612,211 SH SOLE 3,612,211 0 0
LXP INDUSTRIAL TRUST COM 529043408 12,175,317 225,971 SH SOLE 225,971 0 0
NEXGEN ENERGY LTD COM 65340P106 1,402,847 149,398 SH SOLE 149,398 0 0
PAYONEER GLOBAL INC COM 70451X104 1,593,848 223,855 SH SOLE 223,855 0 0
PERCEPTIVE CAP SOLUTIONS COR CL A ORD SHS G70077105 562,311 51,683 SH SOLE 51,683 0 0
PORCH GROUP INC COM 733245104 4,221,307 280,672 SH SOLE 280,672 0 0
QXO INC COM NEW 82846H405 421,463,416 24,390,244 SH SOLE 24,390,244 0 0
RADNET INC COM 750491102 29,147,894 472,643 SH SOLE 472,643 0 0
RESIDEO TECHNOLOGIES INC COM 76118Y104 17,233,630 554,136 SH SOLE 554,136 0 0
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 5,338,856,440 31,246,965 SH SOLE 31,246,965 0 0
VENTAS INC COM 92276F100 23,352,802 262,982 SH SOLE 262,982 0 0
WOODWARD INC COM 980745103 43,513,578 102,279 SH SOLE 102,279 0 0