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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABSCI CORPORATION COM 00091E109   1,444,113 551,188 SH   SOLE   551,188 0 0
AC IMMUNE SA SHS H00263105   2,570,586 952,069 SH   SOLE   952,069 0 0
ADC THERAPEUTICS SA SHS H0036K147   3,208,986 1,612,556 SH   SOLE   1,612,556 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   2,445,768 28,845 SH   SOLE   23,736 0 5,109
ALLAKOS INC COM 01671P100   987,307 815,956 SH   SOLE   815,956 0 0
ALPHABET INC CAP STK CL A 02079K305   141,232,755 746,079 SH   SOLE   746,079 0 0
ALPHABET INC CAP STK CL C 02079K107   72,370,057 380,015 SH   SOLE   213,378 0 166,637
AMAZON COM INC COM 023135106   13,112,940 59,770 SH   SOLE   59,770 0 0
AMER SPORTS INC COM SHS G0260P102   6,990,000 250,000 SH   SOLE   250,000 0 0
AMPHENOL CORP NEW CL A 032095101   588,519 8,474 SH   SOLE   8,474 0 0
ANSYS INC COM 03662Q105   398,724 1,182 SH   SOLE   1,182 0 0
APOGEE THERAPEUTICS INC COM 03770N101   4,332,764 95,646 SH   SOLE   95,646 0 0
APPLE INC COM 037833100   4,382,350 17,500 SH   SOLE   17,500 0 0
APPLIED MATLS INC COM 038222105   1,225,580 7,536 SH   SOLE   7,536 0 0
ARCUS BIOSCIENCES INC COM 03969F109   2,289,829 153,783 SH   SOLE   153,783 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100   1,662,390 88,425 SH   SOLE   88,425 0 0
AURA BIOSCIENCES INC COM 05153U107   1,334,583 162,358 SH   SOLE   162,358 0 0
AUTODESK INC COM 052769106   1,281,592 4,336 SH   SOLE   4,336 0 0
BAXTER INTL INC COM 071813109   43,995,121 1,508,749 SH   SOLE   1,301,856 0 206,893
BICYCLE THERAPEUTICS PLC SPONSORED ADS 088786108   4,326,826 309,059 SH   SOLE   309,059 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104   5,099,400 90,000 SH   SOLE   90,000 0 0
BOOKING HOLDINGS INC COM 09857L108   993,684 200 SH   SOLE   200 0 0
BORGWARNER INC COM 099724106   87,423 2,750 SH   SOLE   2,750 0 0
BROADCOM INC COM 11135F101   122,249,464 527,301 SH   SOLE   450,082 0 77,219
CADENCE DESIGN SYSTEM INC COM 127387108   1,636,906 5,448 SH   SOLE   5,448 0 0
CAMECO CORP COM 13321L108   53,586,698 1,042,725 SH   SOLE   877,532 0 165,193
CENTESSA PHARMACEUTICALS PLC SPONSORED ADS 152309100   6,202,157 370,278 SH   SOLE   370,278 0 0
CODEXIS INC COM 192005106   954,301 200,063 SH   SOLE   200,063 0 0
COGENT BIOSCIENCES INC COM 19240Q201   1,231,238 157,851 SH   SOLE   157,851 0 0
CORCEPT THERAPEUTICS INC COM 218352102   43,134 856 SH   SOLE   856 0 0
CORE LABORATORIES INC COM 21867A105   88,246 5,098 SH   SOLE   5,098 0 0
COSTAR GROUP INC COM 22160N109   5,011,300 70,000 SH   SOLE   70,000 0 0
COUPANG INC CL A 22266T109   793,720 36,111 SH   SOLE   36,111 0 0
CVS HEALTH CORP COM 126650100   88,882 1,980 SH   SOLE   1,980 0 0
DINGDONG CAYMAN LTD ADS 25445D101   26,653,191 8,125,973 SH   SOLE   7,616,129 0 509,844
DOLLAR GEN CORP NEW COM 256677105   87,193 1,150 SH   SOLE   1,150 0 0
E L F BEAUTY INC COM 26856L103   4,683,015 37,300 SH   SOLE   37,300 0 0
ECOPETROL S A SPONSORED ADS 279158109   44,368 5,602 SH   SOLE   5,602 0 0
ESPERION THERAPEUTICS INC NE COM 29664W105   1,848,114 840,052 SH   SOLE   840,052 0 0
FLAGSTAR FINANCIAL INC COM NEW 649445400   88,728 9,510 SH   SOLE   9,510 0 0
FLUTTER ENTMT PLC SHS G3643J108   10,359,782 40,000 SH   SOLE   40,000 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106   86,469 1,081 SH   SOLE   1,081 0 0
GLOBE LIFE INC COM 37959E102   44,943 403 SH   SOLE   403 0 0
GOSSAMER BIO INC COM 38341P102   2,876,895 3,180,295 SH   SOLE   3,180,295 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106   8,199,301 248,238 SH   SOLE   238,687 0 9,551
HCA HEALTHCARE INC COM 40412C101   87,644 292 SH   SOLE   292 0 0
HELLO GROUP INC ADS 423403104   44,309 5,747 SH   SOLE   5,747 0 0
HERBALIFE LTD COM SHS G4412G101   86,629 12,949 SH   SOLE   12,949 0 0
IDEAYA BIOSCIENCES INC COM 45166A102   3,924,724 152,713 SH   SOLE   152,713 0 0
IMMATICS N.V SHS N44445109   2,216,343 311,722 SH   SOLE   311,722 0 0
IMMUNOVANT INC COM 45258J102   5,011,541 202,323 SH   SOLE   202,323 0 0
INTEL CORP COM 458140100   264,079 13,171 SH   SOLE   13,171 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   124,784,550 837,424 SH   SOLE   702,213 0 135,211
INTUITIVE SURGICAL INC COM NEW 46120E602   759,452 1,455 SH   SOLE   1,455 0 0
JACKSON FINANCIAL INC COM CL A 46817M107   42,495 488 SH   SOLE   488 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105   88,668 720 SH   SOLE   720 0 0
JD.COM INC SPON ADS CL A 47215P106   15,874,180 457,865 SH   SOLE   423,334 0 34,531
JOHNSON & JOHNSON COM 478160104   5,197,932 35,942 SH   SOLE   35,942 0 0
KOHLS CORP COM 500255104   85,756 6,108 SH   SOLE   6,108 0 0
KURA ONCOLOGY INC COM 50127T109   666,602 76,533 SH   SOLE   76,533 0 0
KYNDRYL HLDGS INC COMMON STOCK 50155Q100   7,093 205 SH   SOLE   205 0 0
LAM RESEARCH CORP COM NEW 512807306   1,234,122 17,086 SH   SOLE   17,086 0 0
LAMB WESTON HLDGS INC COM 513272104   66,977,895 1,002,213 SH   SOLE   851,421 0 150,792
LIBERTY BROADBAND CORP COM SER C 530307305   130,606 1,747 SH   SOLE   1,747 0 0
LUFAX HOLDING LTD SPONSORED ADR 54975P201   42,893 17,947 SH   SOLE   17,947 0 0
MASTERCARD INCORPORATED CL A 57636Q104   2,856,642 5,425 SH   SOLE   5,425 0 0
MBX BIOSCIENCES INC COM 55287L101   2,987,319 162,090 SH   SOLE   162,090 0 0
MEIRAGTX HLDGS PLC COM G59665102   1,522,500 250,000 SH   SOLE   250,000 0 0
MERUS N V COM N5749R100   2,905,024 69,085 SH   SOLE   69,085 0 0
META PLATFORMS INC CL A 30303M102   11,395,781 19,463 SH   SOLE   19,463 0 0
MICRON TECHNOLOGY INC COM 595112103   41,082,620 488,149 SH   SOLE   414,701 0 73,448
MICROSOFT CORP COM 594918104   3,788,864 8,989 SH   SOLE   8,989 0 0
NETFLIX INC COM 64110L106   3,224,796 3,618 SH   SOLE   3,618 0 0
NICE LTD SPONSORED ADR 653656108   68,837,681 405,309 SH   SOLE   344,574 0 60,735
NOAH HLDGS LTD SPON ADS 65487X102   22,866,714 1,952,751 SH   SOLE   1,825,609 0 127,142
NOBLE CORP PLC ORD SHS A G65431127   89,867 2,862 SH   SOLE   2,862 0 0
NVIDIA CORPORATION COM 67066G104   212,447 1,582 SH   SOLE   1,582 0 0
ONEMAIN HLDGS INC COM 68268W103   86,849 1,666 SH   SOLE   1,666 0 0
PAYPAL HLDGS INC COM 70450Y103   5,121,000 60,000 SH   SOLE   60,000 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   48,928,060 504,465 SH   SOLE   436,086 0 68,379
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408   27,976,814 2,175,491 SH   SOLE   1,820,589 0 354,902
PROQR THRAPEUTICS N V SHS EURO N71542109   4,076,355 1,538,247 SH   SOLE   1,538,247 0 0
PTC INC COM 69370C100   1,554,621 8,455 SH   SOLE   8,455 0 0
QUANTERIX CORP COM 74766Q101   2,765,724 260,181 SH   SOLE   260,181 0 0
RECURSION PHARMACEUTICALS IN CL A 75629V104   4,955,154 733,011 SH   SOLE   733,011 0 0
ROIVANT SCIENCES LTD SHS G76279101   6,246,607 528,031 SH   SOLE   528,031 0 0
SCHLUMBERGER LTD COM STK 806857108   80,832,030 2,108,295 SH   SOLE   1,785,992 0 322,303
SCORPIO TANKERS INC SHS Y7542C130   19,977,517 402,043 SH   SOLE   340,602 0 61,441
SEMPRA COM 816851109   129,475 1,476 SH   SOLE   1,476 0 0
SKYE BIOSCIENCE INC COM NEW 83086J200   1,228,350 434,046 SH   SOLE   434,046 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   23,036,315 259,769 SH   SOLE   220,099 0 39,670
SOLVENTUM CORP COM SHS 83444M101   14,335 217 SH   SOLE   217 0 0
SPRINGWORKS THERAPEUTICS INC COM 85205L107   1,694,316 46,895 SH   SOLE   46,895 0 0
STRUCTURE THERAPEUTICS INC SPONSORED ADS 86366E106   2,031,288 74,900 SH   SOLE   74,900 0 0
SUPER MICRO COMPUTER INC COM NEW 86800U302   43,221 1,418 SH   SOLE   1,418 0 0
SYNOPSYS INC COM 871607107   1,609,939 3,317 SH   SOLE   3,317 0 0
TEXAS INSTRS INC COM 882508104   2,061,297 10,993 SH   SOLE   10,993 0 0
THE CIGNA GROUP COM 125523100   87,260 316 SH   SOLE   316 0 0
THE TRADE DESK INC COM CL A 88339J105   440,150 3,745 SH   SOLE   3,745 0 0
TORM PLC SHS CL A G89479102   2,929,388 152,439 SH   SOLE   152,439 0 0
TRANSUNION COM 89400J107   159,672,208 1,722,276 SH   SOLE   1,459,775 0 262,501
TRIP COM GROUP LTD ADS 89677Q107   46,502,182 677,282 SH   SOLE   630,523 0 46,759
TYSON FOODS INC CL A 902494103   87,481 1,523 SH   SOLE   1,523 0 0
UBER TECHNOLOGIES INC COM 90353T100   938,760 15,563 SH   SOLE   15,563 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   87,557 488 SH   SOLE   488 0 0
VALARIS LTD CL A G9460G101   36,016,226 814,110 SH   SOLE   692,438 0 121,672
VEEVA SYS INC CL A COM 922475108   3,599,270 17,119 SH   SOLE   17,119 0 0
VERA THERAPEUTICS INC CL A 92337R101   5,060,591 119,664 SH   SOLE   119,664 0 0
VISA INC COM CL A 92826C839   9,496,370 30,048 SH   SOLE   30,048 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   43,760 4,140 SH   SOLE   4,140 0 0
WAVE LIFE SCIENCES LTD SHS Y95308105   3,859,341 311,992 SH   SOLE   311,992 0 0
WHIRLPOOL CORP COM 963320106   88,836 776 SH   SOLE   776 0 0
ZOETIS INC CL A 98978V103   6,517,200 40,000 SH   SOLE   40,000 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105   235,508,723 12,046,482 SH   SOLE   10,466,336 0 1,580,146
ZYMEWORKS INC COM 98985Y108   4,486,574 306,460 SH   SOLE   306,460 0 0