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
ABIVAX SA SPONSORED ADS 00370M103 15,062,511 113,031 SH SOLE 113,031 0 0
ADVANCED ENERGY INDS COM 007973100 835,229 2,240 SH SOLE 2,240 0 0
AKAMAI TECHNOLOGIES INC COM 00971T101 579,229 4,900 SH SOLE 4,900 0 0
ALKERMES PLC SHS G01767105 9,392,118 179,256 SH SOLE 179,256 0 0
ALPHABET INC CAP STK CL C 02079K107 1,811,523 5,127 SH SOLE 5,127 0 0
ALUMIS INC COM 022307102 5,627,100 199,968 SH SOLE 199,968 0 0
AMAZON COM INC COM 023135106 3,193,041 13,397 SH SOLE 13,397 0 0
AMPHENOL CORP CL A 032095101 1,019,306 5,781 SH SOLE 5,781 0 0
AMYLYX PHARMACEUTICALS INC COM 03237H101 6,933,997 386,080 SH SOLE 386,080 0 0
API GROUP CORP COM STK 00187Y100 929,921 21,958 SH SOLE 21,958 0 0
APPLIED MATLS INC COM 038222105 1,185,720 1,640 SH SOLE 1,640 0 0
ARGENX SE SPONSORED ADR 04016X101 4,231,559 4,561 SH SOLE 4,561 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205 957,339 2,700 SH SOLE 2,700 0 0
ASSEMBLY BIOSCIENCES INC COM NEW 045396207 2,017,170 73,405 SH SOLE 73,405 0 0
ASTERA LABS INC COM 04626A103 1,544,698 3,198 SH SOLE 3,198 0 0
AVALO THERAPEUTICS INC COM NEW 05338F306 2,265,832 122,610 SH SOLE 122,610 0 0
AXSOME THERAPEUTICS INC. COM 05464T104 4,940,193 20,183 SH SOLE 20,183 0 0
BANCO BRADESCO S A SP ADR PFD NEW 059460303 357,868 103,132 SH SOLE 103,132 0 0
BELITE BIO INC SPONSORED ADS 07782B104 1,471,173 9,554 SH SOLE 9,554 0 0
BRIDGEBIO PHARMA INC COM 10806X102 979,859 13,156 SH SOLE 13,156 0 0
BRINKS CO COM 109696104 1,550,959 16,414 SH SOLE 16,414 0 0
BROADCOM INC COM 11135F101 1,586,172 4,199 SH SOLE 4,199 0 0
C4 THERAPEUTICS INC COM STK 12529R107 6,295,800 1,348,136 SH SOLE 1,348,136 0 0
CALUMET INC COM 131428104 1,584,880 44,000 SH SOLE 44,000 0 0
CELCUITY INC COM 15102K100 1,409,440 13,472 SH SOLE 13,472 0 0
CELLDEX THERAPEUTICS INC NEW COM NEW 15117B202 3,235,930 86,964 SH SOLE 86,964 0 0
CG ONCOLOGY INC COM 156944100 1,340,500 18,867 SH SOLE 18,867 0 0
CIENA CORP COM NEW 171779309 1,434,888 2,925 SH SOLE 2,925 0 0
COGENT BIOSCIENCES INC COM 19240Q201 7,305,786 188,780 SH SOLE 188,780 0 0
COMPASS PATHWAYS PLC SPONSORED ADS 20451W101 5,251,349 371,120 SH SOLE 371,120 0 0
CONSTELLATION ENERGY CORP COM 21037T109 618,442 2,490 SH SOLE 2,490 0 0
CORE SCIENTIFIC INC NEW COM 21874A106 1,937,470 75,712 SH SOLE 75,712 0 0
CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES G25457105 1,577,310 5,800 SH SOLE 5,800 0 0
CYTOKINETICS INC COM NEW 23282W605 6,645,076 78,003 SH SOLE 78,003 0 0
CYTOMX THERAPEUTICS INC. COM 23284F105 636,866 169,831 SH SOLE 169,831 0 0
DEFINIUM THERAPEUTICS INC COM SHS 24477V105 11,425,263 242,884 SH SOLE 242,884 0 0
DIANTHUS THERAPEUTICS INC COM 252828108 4,983,665 51,125 SH SOLE 51,125 0 0
DISC MEDICINE INC COM 254604101 1,039,978 14,219 SH SOLE 14,219 0 0
DNOW INC COM 67011P100 1,723,713 132,900 SH SOLE 132,900 0 0
DOMINOS PIZZA INC COM 25754A201 1,477,536 4,991 SH SOLE 4,991 0 0
DOORDASH INC CL A 25809K105 1,072,119 5,810 SH SOLE 5,810 0 0
DYNE THERAPEUTICS INC COM 26818M108 3,819,254 171,961 SH SOLE 171,961 0 0
EDGEWISE THERAPEUTICS INC COM 28036F105 3,697,168 90,996 SH SOLE 90,996 0 0
ENLIVEN THERAPEUTICS INC COM 29337E102 6,996,700 137,866 SH SOLE 137,866 0 0
ENTERGY CORP NEW COM 29364G103 1,220,732 10,628 SH SOLE 10,628 0 0
EQUIFAX INC COM 294429105 1,519,268 9,572 SH SOLE 9,572 0 0
ERASCA INC COM 29479A108 2,937,208 160,328 SH SOLE 160,328 0 0
EYEPOINT INC COM NEW 30233G209 2,226,567 155,704 SH SOLE 155,704 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 990,378 4,173 SH SOLE 4,173 0 0
FIRSTENERGY CORP COM 337932107 1,240,794 26,100 SH SOLE 26,100 0 0
FLOWSERVE CORP COM 34354P105 1,850,886 24,958 SH SOLE 24,958 0 0
FULL TRUCK ALLIANCE CO LTD SPONSORED ADS 35969L108 981,278 120,847 SH SOLE 120,847 0 0
GH RESEARCH PLC ORDINARY SHARES G3855L106 4,267,737 158,770 SH SOLE 158,770 0 0
GOLAR LNG LTD SHS G9456A100 1,101,464 22,100 SH SOLE 22,100 0 0
GUARDANT HEALTH INC COM 40131M109 2,313,313 15,419 SH SOLE 15,419 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 798,845 30,927 SH SOLE 30,927 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109 2,665,143 59,081 SH SOLE 59,081 0 0
ICICI BANK LIMITED ADR 45104G104 1,041,713 35,884 SH SOLE 35,884 0 0
IMMUNOCORE HLDGS PLC ADS 45258D105 1,371,125 43,185 SH SOLE 43,185 0 0
IMMUNOVANT INC COM 45258J102 10,706,447 277,873 SH SOLE 277,873 0 0
INSMED INC COM PAR $.01 457669307 3,332,515 31,256 SH SOLE 31,256 0 0
INVENTIVA SA ADS 46124U107 3,142,851 831,442 SH SOLE 831,442 0 0
INVESCO DB COMMDY INDX TRCK UNIT 46138B103 28,185,965 1,057,238 SH SOLE 1,057,238 0 0
JAMES HARDIE INDS PLC ORD SHS G4253H101 2,230,484 85,198 SH SOLE 85,198 0 0
JANUX THERAPEUTICS INC COM 47103J105 743,056 48,376 SH SOLE 48,376 0 0
JD.COM INC SPON ADS CL A 47215P106 360,873 14,163 SH SOLE 14,163 0 0
KASPI KZ JSC SPONSORED ADS 48581R205 814,416 9,400 SH SOLE 9,400 0 0
KBR INC COM 48242W106 1,871,733 54,206 SH SOLE 54,206 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104 1,565,187 20,100 SH SOLE 20,100 0 0
KODIAK SCIENCES INC COM 50015M109 1,581,387 40,590 SH SOLE 40,590 0 0
KRYSTAL BIOTECH INC COM 501147102 1,211,644 3,260 SH SOLE 3,260 0 0
KYMERA THERAPEUTICS INC COM 501575104 427,834 3,731 SH SOLE 3,731 0 0
LB PHARMACEUTICALS INC COM SHS 50180M108 6,864,590 211,511 SH SOLE 211,511 0 0
LIQUIDIA CORPORATION COM NEW 53635D202 7,805,248 97,896 SH SOLE 97,896 0 0
LUMENTUM HLDGS INC COM 55024U109 1,301,677 1,517 SH SOLE 1,517 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 1,531,381 2,852 SH SOLE 2,852 0 0
MASTEC INC COM 576323109 2,137,300 5,137 SH SOLE 5,137 0 0
MASTERCARD INCORPORATED CL A 57636Q104 1,224,422 2,384 SH SOLE 2,384 0 0
MAZE THERAPEUTICS INC COM 578784100 4,075,308 136,572 SH SOLE 136,572 0 0
MBX BIOSCIENCES INC COM 55287L101 642,197 11,634 SH SOLE 11,634 0 0
MERCADOLIBRE INC COM 58733R102 636,521 375 SH SOLE 375 0 0
META PLATFORMS INC CL A 30303M102 654,543 1,162 SH SOLE 1,162 0 0
MICRON TECHNOLOGY INC COM 595112103 1,454,406 1,260 SH SOLE 1,260 0 0
MICROSOFT CORP COM 594918104 900,097 2,413 SH SOLE 2,413 0 0
MINERALYS THERAPEUTICS INC COM 603170101 2,322,573 86,085 SH SOLE 86,085 0 0
MIRUM PHARMACEUTICALS INC COM 604749101 1,743,407 14,892 SH SOLE 14,892 0 0
MOODYS CORP COM 615369105 1,209,296 2,670 SH SOLE 2,670 0 0
MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD 61559X104 3,659,308 187,946 SH SOLE 187,946 0 0
NEKTAR THERAPEUTICS COM NEW 640268306 607,906 8,708 SH SOLE 8,708 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206 942,853 20,537 SH SOLE 20,537 0 0
NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES N62509109 708,470 20,905 SH SOLE 20,905 0 0
NEXTERA ENERGY INC COM 65339F101 1,170,677 13,338 SH SOLE 13,338 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 640,879 47,970 SH SOLE 47,970 0 0
NUCOR CORP COM 670346105 1,692,900 7,600 SH SOLE 7,600 0 0
NURIX THERAPEUTICS INC COM 67080M103 4,942,709 203,739 SH SOLE 203,739 0 0
NVIDIA CORPORATION COM 67066G104 4,360,361 21,792 SH SOLE 21,792 0 0
OCULAR THERAPEUTIX INC COM 67576A100 4,011,804 408,534 SH SOLE 408,534 0 0
OLEMA PHARMACEUTICALS INC COM 68062P106 2,003,689 160,167 SH SOLE 160,167 0 0
ON SEMICONDUCTOR CORP COM 682189105 1,720,628 18,200 SH SOLE 18,200 0 0
ORUKA THERAPEUTICS INC COM 687604108 3,987,813 41,902 SH SOLE 41,902 0 0
PALISADE BIO INC COM 696389402 4,244,638 2,030,927 SH SOLE 2,030,927 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 419,540 5,500 SH SOLE 5,500 0 0
PHARVARIS N V COM N69605108 5,549,882 160,494 SH SOLE 160,494 0 0
PRAXIS PRECISION MEDICINES I COM NEW 74006W207 10,114,006 30,210 SH SOLE 30,210 0 0
PROTAGONIST THERAPEUTICS INC COM 74366E102 2,998,307 24,460 SH SOLE 24,460 0 0
QNITY ELECTRONICS INC COMMON STOCK 74743L100 1,584,107 9,700 SH SOLE 9,700 0 0
QXO INC COM NEW 82846H405 1,406,938 81,420 SH SOLE 81,420 0 0
RBC BEARINGS INC COM 75524B104 2,075,805 3,223 SH SOLE 3,223 0 0
RELAY THERAPEUTICS INC COM 75943R102 9,471,675 506,235 SH SOLE 506,235 0 0
RELMADA THERAPEUTICS INC COM 75955J402 3,084,929 445,799 SH SOLE 445,799 0 0
REVOLUTION MEDICINES INC COM 76155X100 12,544,576 66,983 SH SOLE 66,983 0 0
RHYTHM PHARMACEUTICALS INC COM 76243J105 1,516,337 13,657 SH SOLE 13,657 0 0
ROCKET COS INC COM CL A 77311W101 1,977,098 125,530 SH SOLE 125,530 0 0
S&P GLOBAL INC COM 78409V104 1,540,257 3,782 SH SOLE 3,782 0 0
SAVARA INC COM 805111101 1,493,054 242,379 SH SOLE 242,379 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 1,804,550 1,870 SH SOLE 1,870 0 0
SEPTERNA INC COM 81734D104 982,496 29,337 SH SOLE 29,337 0 0
SILICON MOTION TECHNOLOGY CO SPONSORED ADR 82706C108 933,324 2,800 SH SOLE 2,800 0 0
SPYRE THERAPEUTICS INC COM NEW 00773J202 6,907,706 77,807 SH SOLE 77,807 0 0
STMICROELECTRONICS N V NY REGISTRY 861012102 988,548 13,200 SH SOLE 13,200 0 0
STOKE THERAPEUTICS INC COM 86150R107 2,006,260 61,316 SH SOLE 61,316 0 0
STRUCTURE THERAPEUTICS INC SPONSORED ADS 86366E106 7,019,177 130,784 SH SOLE 130,784 0 0
TALEN ENERGY CORP COM 87422Q109 3,130,951 8,148 SH SOLE 8,148 0 0
TANGO THERAPEUTICS INC COM 87583X109 8,129,788 260,070 SH SOLE 260,070 0 0
TAPESTRY INC COM 876030107 951,470 6,500 SH SOLE 6,500 0 0
TARSUS PHARMACEUTICALS INC COM 87650L103 5,479,557 87,060 SH SOLE 87,060 0 0
TEXAS INSTRS INC COM 882508104 1,937,455 6,500 SH SOLE 6,500 0 0
TRANSDIGM GROUP INC COM 893641100 1,312,059 985 SH SOLE 985 0 0
TRAVERE THERAPEUTICS INC COM 89422G107 4,898,896 86,233 SH SOLE 86,233 0 0
TREVI THERAPEUTICS INC COM 89532M101 989,065 53,033 SH SOLE 53,033 0 0
TYRA BIOSCIENCES INC COM 90240B106 5,901,681 184,774 SH SOLE 184,774 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 1,135,134 2,095 SH SOLE 2,095 0 0
UNITY SOFTWARE INC COM 91332U101 1,004,958 35,163 SH SOLE 35,163 0 0
UROGEN PHARMA LTD COM M96088105 918,822 24,968 SH SOLE 24,968 0 0
US FOODS HLDG CORP COM 912008109 1,329,250 13,000 SH SOLE 13,000 0 0
USA TODAY CO INC COM 36472T109 1,611,675 188,500 SH SOLE 188,500 0 0
VAXCYTE INC COM 92243G108 8,704,329 149,739 SH SOLE 149,739 0 0
VERA THERAPEUTICS INC CL A 92337R101 4,544,470 105,907 SH SOLE 105,907 0 0
VIRIDIAN THERAPEUTICS INC COM 92790C104 2,937,087 159,885 SH SOLE 159,885 0 0
VISA INC COM CL A 92826C839 2,045,160 5,961 SH SOLE 5,961 0 0
VISTRA CORP COM 92840M102 777,287 4,900 SH SOLE 4,900 0 0
WESTERN DIGITAL CORP COM 958102105 1,948,096 3,050 SH SOLE 3,050 0 0
XCEL ENERGY INC COM 98389B100 1,185,067 14,758 SH SOLE 14,758 0 0
XENCOR INC COM 98401F105 431,834 26,822 SH SOLE 26,822 0 0
XENON PHARMACEUTICALS INC COM 98420N105 2,131,795 35,318 SH SOLE 35,318 0 0
XPO INC COM 983793100 1,975,506 9,623 SH SOLE 9,623 0 0
ZYMEWORKS INC COM 98985Y108 889,100 34,013 SH SOLE 34,013 0 0