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
ALKAMI TECHNOLOGY INC COM 01644J108 5,481,175 400,378 SH SOLE 1, 2 400,378 0 0
AURORA INNOVATION INC CLASS A COM 051774107 44,562,020 8,043,686 SH SOLE 1, 2 8,043,686 0 0
BOSTON SCIENTIFIC CORP COM 101137107 6,304,108 144,424 SH SOLE 1, 2 144,424 0 0
CARVANA CO CL A 146869102 499,845,884 7,992,419 SH SOLE 1, 2 7,992,419 0 0
CLOUDFLARE INC CL A COM 18915M107 131,466,664 378,561 SH SOLE 1, 2 378,561 0 0
DUOLINGO INC CL A COM 26603R106 6,343,208 44,545 SH SOLE 1, 2 44,545 0 0
ENVIRI CORP COM 29390K102 6,315,436 323,371 SH SOLE 1, 2 323,371 0 0
FERVO ENERGY CO CL A COM 31556C106 11,714,838 862,019 SH SOLE 1, 2 862,019 0 0
FIRST MAJESTIC SILVER CORP COM 32076V103 94,369,127 5,334,603 SH SOLE 1, 2 5,334,603 0 0
HARMONY GOLD MNG LTD SPONSORED ADR 413216300 2,866,866 161,787 SH SOLE 1, 2 161,787 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 12,093,989 29,742 SH SOLE 1, 2 29,742 0 0
JOBY AVIATION INC COMMON STOCK G65163100 15,943,281 2,635,253 SH SOLE 1, 2 2,635,253 0 0
KLARNA GROUP PLC SHS G5279N105 5,088,784 410,717 SH SOLE 1, 2 410,717 0 0
MERCADOLIBRE INC COM 58733R102 46,739,451 27,040 SH SOLE 1, 2 27,040 0 0
MODERNA INC COM 60770K107 144,274,985 749,208 SH SOLE 1, 2 749,208 0 0
MOLINA HEALTHCARE INC COM 60855R100 571,300,221 3,021,154 SH SOLE 1, 2 3,021,154 0 0
MOSAIC CO COM 61945C103 288,667,352 13,333,365 SH SOLE 1, 2 13,333,365 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 63,714,019 270,112 SH SOLE 1, 2 270,112 0 0
NOVAGOLD RESOURCES INC COM NEW 66987E206 190,741,850 29,344,900 SH SOLE 1, 2 29,344,900 0 0
NOVAGOLD RESOURCES INC COM NEW 66987E305 12,350,000 1,900,000 SH SOLE 1, 2 1,900,000 0 0
NVIDIA CORPORATION COM 67066G104 170,533,630 746,710 SH SOLE 1, 2 746,710 0 0
PARAMOUNT SKYDANCE CORP COM CL B 69932A204 603,844,657 58,282,649 SH SOLE 1, 2 58,282,649 0 0
PONY AI INC SPONSORED ADS 732908108 4,782,408 731,255 SH SOLE 1, 2 731,255 0 0
RANGE RES CORP COM 75281A109 409,109,245 11,045,066 SH SOLE 1, 2 11,045,066 0 0
SIBANYE STILLWATER LTD SPONSORED ADR 82575P107 183,261,632 17,281,249 SH SOLE 1, 2 17,281,249 0 0
SK HYNIX INC AMERICAN DEPOSIT 78392B206 1,992,319 10,819 SH SOLE 1, 2 10,819 0 0
SLB LIMITED COM STK 806857108 754,688,884 15,421,698 SH SOLE 1, 2 15,421,698 0 0
SOLSTICE ADVANCED MATLS INC COM SHS 83443Q103 4,584,448 81,400 SH SOLE 1, 2 81,400 0 0
SPS COMM INC COM 78463M107 5,532,878 67,114 SH SOLE 1, 2 67,114 0 0
SUNSHINE SILVER MNG & REFNG COMMON STOCK 867866105 29,440,000 2,000,000 SH SOLE 1, 2 2,000,000 0 0
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS 874039100 161,145,924 353,243 SH SOLE 1, 2 353,243 0 0
TEMPUS AI INC CL A 88023B103 115,371,302 1,408,685 SH SOLE 1, 2 1,408,685 0 0
TESLA INC COM 88160R101 28,043,828 79,039 SH SOLE 1, 2 79,039 0 0
TEVA PHARMACEUTICAL INDS LTD SHS M8769Q102 694,375,902 17,534,745 SH SOLE 1, 2 17,534,745 0 0
VALARIS LTD CL A G9460G101 4,435,673 56,491 SH SOLE 1, 2 56,491 0 0
VANECK ETF TRUST GOLD MINERS ETF 92189F106 9,051,478 103,092 SH SOLE 1, 2 103,092 0 0
VEON LTD SPONSORED ADS 91822M502 389,250,543 5,265,123 SH SOLE 1, 2 5,265,123 0 0
VIASAT INC COM 92552V100 4,636,986 65,885 SH SOLE 1, 2 65,885 0 0
VISTANCE NETWORKS INC COM 20337X109 6,639,899 1,110,351 SH SOLE 1, 2 1,110,351 0 0