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
4D MOLECULAR THERAPEUTICS IN COM 35104E100 1,289,474 90,110 SH SOLE 90,110 0 0
ADVANCED MICRO DEVICES INC COM 007903107 37,929,120 62,000 SH SOLE 62,000 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 5,084,571 20,607 SH SOLE 20,607 0 0
AMAZON COM INC COM 023135106 34,881,000 140,000 SH SOLE 140,000 0 0
AMBEV SA SPONSORED ADR 02319V103 2,889,991 989,723 SH SOLE 989,723 0 0
ARCUTIS BIOTHERAPEUTICS INC COM 03969K108 8,806,291 333,193 SH SOLE 333,193 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 14,125,288 215,818 SH SOLE 215,818 0 0
AUTOLUS THERAPEUTICS LTD SPON ADS 05280R100 910,811 469,490 SH SOLE 469,490 0 0
AXSOME THERAPEUTICS INC. COM 05464T104 7,918,444 42,944 SH SOLE 42,944 0 0
B2GOLD CORP COM 11777Q209 1,385,936 265,505 SH SOLE 265,505 0 0
BEAM THERAPEUTICS INC COM 07373V105 2,231,845 91,282 SH SOLE 91,282 0 0
BIOGEN INC COM 09062X103 10,932,592 48,400 SH SOLE 48,400 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 4,500,000 75,000 SH SOLE 75,000 0 0
BIONTECH SE SPONSORED ADS 09075V102 3,155,430 32,100 SH SOLE 32,100 0 0
BRIDGEBIO PHARMA INC COM 10806X102 5,866,136 89,151 SH SOLE 89,151 0 0
CARTESIAN THERAPEUTICS INC COM NEW 816212302 1,117,550 155,000 SH SOLE 155,000 0 0
CEREBRAS SYSTEMS INC COM CL A 15675D103 19,719,150 111,000 SH SOLE 111,000 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 2,709,242 48,974 SH SOLE 48,974 0 0
DENALI THERAPEUTICS INC COM 24823R105 4,751,144 229,857 SH SOLE 229,857 0 0
ENGENE THERAPEUTICS INC COM 29286X101 340,000 170,000 SH SOLE 170,000 0 0
EQT CORP COM 26884L109 255,717 5,266 SH SOLE 5,266 0 0
EXPAND ENERGY CORPORATION COM 165167735 256,138 3,046 SH SOLE 3,046 0 0
FATE THERAPEUTICS INC COM 31189P102 981,917 414,311 SH SOLE 414,311 0 0
IONIS PHARMACEUTICALS INC COM 462222100 15,582,984 349,003 SH SOLE 349,003 0 0
IREN LIMITED ORDINARY SHARES Q4982L109 15,131,732 370,150 SH SOLE 370,150 0 0
KRYSTAL BIOTECH INC COM 501147102 3,315,623 9,970 SH SOLE 9,970 0 0
LEMONADE INC COM 52567D107 12,199,491 270,259 SH SOLE 270,259 0 0
LEXEO THERAPEUTICS INC COM 52886X107 523,900 155,000 SH SOLE 155,000 0 0
LULULEMON ATHLETICA INC COM 550021109 675,542 7,023 SH SOLE 7,023 0 0
MEIRAGTX HLDGS PLC COM G59665102 2,293,632 208,512 SH SOLE 208,512 0 0
MOLINA HEALTHCARE INC COM 60855R100 768,502 4,064 SH SOLE 4,064 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108 9,435,200 40,000 SH SOLE 40,000 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 3,716,208 26,200 SH SOLE 26,200 0 0
NOV INC COM 62955J103 637,757 34,050 SH SOLE 34,050 0 0
NU HLDGS LTD ORD SHS CL A G6683N103 483,207 38,168 SH SOLE 38,168 0 0
NVIDIA CORPORATION COM 67066G104 18,498,780 81,000 SH SOLE 81,000 0 0
OPENDOOR TECHNOLOGIES INC COM 683712103 12,183,942 5,140,904 SH SOLE 5,140,904 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 37,410,000 200,000 SH SOLE 200,000 0 0
PFIZER INC COM 717081103 211,219 7,406 SH SOLE 7,406 0 0
PROQR THRAPEUTICS N V SHS EURO N71542109 9,075,467 5,467,149 SH SOLE 5,467,149 0 0
RANGE RES CORP COM 75281A109 264,725 7,147 SH SOLE 7,147 0 0
RBB FUND TRUST TWEEDY BROWNE 75526L860 202,990 13,250 SH SOLE 13,250 0 0
ROCKET PHARMACEUTICALS INC COM 77313F106 642,104 244,146 SH SOLE 244,146 0 0
SANDRIDGE ENERGY INC COM NEW 80007P869 523,304 38,792 SH SOLE 38,792 0 0
SAREPTA THERAPEUTICS INC COM 803607100 3,035,543 166,605 SH SOLE 166,605 0 0
SEABRIDGE GOLD INC COM 811927102 401,634 14,172 SH SOLE 14,172 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 45,231,500 305,000 SH SOLE 305,000 0 0
SPACE EXPLORATION TECHN CORP CLASS A COM STK 84615Q103 37,715,000 250,000 SH SOLE 250,000 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102 16,083,540 33,000 SH SOLE 33,000 0 0
SPROTT FDS TR URANI MINER ETF 85208P303 388,128 8,178 SH SOLE 8,178 0 0
TAYSHA GENE THERAPIES INC COM SHS 877619106 1,134,223 232,900 SH SOLE 232,900 0 0
TESLA INC COM 88160R101 79,832,250 225,000 SH SOLE 225,000 0 0
TRANSOCEAN LTD REGISTERED SHS H8817H100 815,863 155,699 SH SOLE 155,699 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 3,502,546 233,037 SH SOLE 233,037 0 0
UNIQURE NV SHS N90064101 5,223,319 216,197 SH SOLE 216,197 0 0
UROGEN PHARMA LTD COM M96088105 4,384,586 107,915 SH SOLE 107,915 0 0
VOYAGER THERAPEUTICS INC COM 92915B106 321,600 120,000 SH SOLE 120,000 0 0
ZOETIS INC CL A 98978V103 1,650,991 23,643 SH SOLE 23,643 0 0