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 75,534,337 762,819 SH SOLE 762,819 0 0
ADVANCED MICRO DEVICES INC COM 007903107 44,719,656 73,100 SH SOLE 73,100 0 0
ALBEMARLE CORP COM 012653101 43,134,863 407,779 SH SOLE 407,779 0 0
ALPHABET INC CAP STK CL C 02079K107 40,911,630 120,067 SH SOLE 120,067 0 0
ALPHABET INC CAP STK CL A 02079K305 149,829,636 435,450 SH SOLE 435,450 0 0
AMAZON COM INC COM 023135106 160,322,544 643,478 SH SOLE 643,478 0 0
APPLIED MATLS INC COM 038222105 66,034,499 129,130 SH SOLE 129,130 0 0
BANK OF AMER CORP COM 060505104 409,422 7,522 SH SOLE 7,522 0 0
BROADCOM INC COM 11135F101 45,376,558 129,208 SH SOLE 129,208 0 0
CATERPILLAR INC COM 149123101 2,510,206 3,096 SH SOLE 3,096 0 0
CHEVRON CORPORATION COM 166764100 1,365,552 6,687 SH SOLE 6,687 0 0
COCA COLA CO COM 191216100 451,231 5,242 SH SOLE 5,242 0 0
CONSTELLATION ENERGY CORP COM 21037T109 51,746,668 203,711 SH SOLE 203,711 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 106,282,299 401,444 SH SOLE 401,444 0 0
CYTOKINETICS INC COM NEW 23282W605 43,521,032 660,310 SH SOLE 660,310 0 0
DOW HLDGS INC COM 260557103 66,540,000 2,416,122 SH SOLE 2,416,122 0 0
DYNATRACE INC COM NEW 268150109 70,636,691 1,223,358 SH SOLE 1,223,358 0 0
EXXONMOBIL HOLDINGS CORP COM SHS 30233Q108 3,300,245 20,278 SH SOLE 20,278 0 0
FREEPORT MCMORAN INC CL B 35671D857 38,856,510 555,093 SH SOLE 555,093 0 0
GE VERNOVA INC COM 36828A101 1,946,604 2,048 SH SOLE 2,048 0 0
GOLDMAN SACHS GROUP INC COM 38141G104 1,155,162 1,283 SH SOLE 1,283 0 0
HALLIBURTON CO COM 406216101 68,482,190 2,153,528 SH SOLE 2,153,528 0 0
HEALTHEQUITY INC COM 42226A107 24,398,772 275,817 SH SOLE 275,817 0 0
INTEL CORP COM 458140100 50,405,466 419,242 SH SOLE 419,242 0 0
JANUX THERAPEUTICS INC COM 47103J105 6,505,851 376,496 SH SOLE 376,496 0 0
MARVELL TECHNOLOGY INC COM 573874104 22,364,848 84,648 SH SOLE 84,648 0 0
MICRON TECHNOLOGY INC COM 595112103 162,452,707 152,522 SH SOLE 152,522 0 0
MICROSOFT CORP COM 594918104 232,650,927 453,599 SH SOLE 453,599 0 0
NEKTAR THERAPEUTICS COM NEW 640268306 7,345,683 121,326 SH SOLE 121,326 0 0
NVIDIA CORPORATION COM 67066G104 190,497,924 834,127 SH SOLE 834,127 0 0
PEPSICO INC COM 713448108 398,281 3,143 SH SOLE 3,143 0 0
PROCTER & GAMBLE CO COM 742718109 597,391 4,112 SH SOLE 4,112 0 0
SANDISK CORP COM 80004C200 88,327,256 50,766 SH SOLE 50,766 0 0
SNOWFLAKE INC COM SHS 833445109 96,429,607 283,984 SH SOLE 283,984 0 0
SOUTHERN COPPER CORP COM 84265V105 7,007,696 34,582 SH SOLE 34,582 0 0
UNIQURE NV SHS N90064101 12,603,716 521,677 SH SOLE 521,677 0 0
VISA INC COM CL A 92826C839 47,053,186 130,947 SH SOLE 130,947 0 0
WALMART INC COM 931142103 3,021,370 29,074 SH SOLE 29,074 0 0
WELLS FARGO & CO COM 949746101 227,822 2,846 SH SOLE 2,846 0 0
WESTERN DIGITAL CORP COM 958102105 45,492,355 100,102 SH SOLE 100,102 0 0