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
4D MOLECULAR THERAPEUTICS IN COM 35104E100   425,424 33,419 SH   SOLE   33,419 0 0
89BIO INC COM 282559103   521,748 33,792 SH   SOLE   33,792 0 0
ACADIA PHARMACEUTICALS INC COM 004225108   378,704 18,172 SH   SOLE   18,172 0 0
ACTIVISION BLIZZARD INC COM 00507V109   5,760,118 61,520 SH   SOLE   61,520 0 0
ADOBE INC COM 00724F101   624,628 1,225 SH   SOLE   1,225 0 0
AKERO THERAPEUTICS INC COM 00973Y108   577,017 11,408 SH   SOLE   11,408 0 0
ALBERTSONS COS INC COMMON STOCK 013091103   4,294,131 188,753 SH   SOLE   188,753 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   603,450 6,957 SH   SOLE   6,957 0 0
ALPHABET INC CAP STK CL C 02079K107   2,193,457 16,636 SH   SOLE   16,636 0 0
ALPINE IMMUNE SCIENCES INC COM 02083G100   456,408 39,861 SH   SOLE   39,861 0 0
AMAZON COM INC COM 023135106   812,678 6,393 SH   SOLE   6,393 0 0
AMBRX BIOPHARMA INC SPONSORED ADS 02290A102   2,227,562 193,701 SH   SOLE   193,701 0 0
AMEDISYS INC COM 023436108   3,665,950 39,250 SH   SOLE   39,250 0 0
AMYLYX PHARMACEUTICALS INC COM 03237H101   482,450 26,349 SH   SOLE   26,349 0 0
ARCELLX INC COMMON STOCK 03940C100   2,799,645 78,028 SH   SOLE   78,028 0 0
ARGENX SE SPONSORED ADR 04016X101   524,569 1,067 SH   SOLE   1,067 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101   552,289 5,898 SH   SOLE   5,898 0 0
AUTOLIV INC COM 052800109   505,941 5,244 SH   SOLE   5,244 0 0
AXSOME THERAPEUTICS INC COM 05464T104   3,981,214 56,964 SH   SOLE   56,964 0 0
BAIDU INC SPON ADR REP A 056752108   723,609 5,386 SH   SOLE   5,386 0 0
BICYCLE THERAPEUTICS PLC SPONSORED ADS 088786108   1,856,999 92,434 SH   SOLE   92,434 0 0
BILIBILI INC SPONS ADS REP Z 090040106   726,464 52,757 SH   SOLE   52,757 0 0
BOOKING HOLDINGS INC COM 09857L108   1,100,971 357 SH   SOLE   357 0 0
BRIDGEBIO PHARMA INC COM 10806X102   1,175,364 44,572 SH   SOLE   44,572 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   658,170 14,200 SH   SOLE   14,200 0 0
CAMDEN PPTY TR SH BEN INT 133131102   548,564 5,800 SH   SOLE   5,800 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   4,087,797 77,700 SH   SOLE   77,700 0 0
CELLDEX THERAPEUTICS INC NEW COM NEW 15117B202   481,105 17,482 SH   SOLE   17,482 0 0
CEREVEL THERAPEUTICS HLDNG I COM 15678U128   543,283 24,887 SH   SOLE   24,887 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   718,665 1,634 SH   SOLE   1,634 0 0
CHESAPEAKE ENERGY CORP COM 165167735   880,926 10,216 SH   SOLE   10,216 0 0
COGENT BIOSCIENCES INC COM 19240Q201   1,936,223 198,587 SH   SOLE   198,587 0 0
CONSTELLIUM SE CL A SHS F21107101   524,051 28,794 SH   SOLE   28,794 0 0
CYMABAY THERAPEUTICS INC COM 23257D103   2,688,348 180,305 SH   SOLE   180,305 0 0
DYNAVAX TECHNOLOGIES CORP COM NEW 268158201   1,964,410 133,000 SH   SOLE   133,000 0 0
ELEVANCE HEALTH INC COM 036752103   609,588 1,400 SH   SOLE   1,400 0 0
ELI LILLY & CO COM 532457108   751,982 1,400 SH   SOLE   1,400 0 0
ENLIVEN THERAPEUTICS INC COM 29337E102   1,701,858 124,587 SH   SOLE   124,587 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   1,326,277 961 SH   SOLE   961 0 0
FISERV INC COM 337738108   1,237,251 10,953 SH   SOLE   10,953 0 0
GALAPAGOS NV SPON ADR 36315X101   471,504 13,647 SH   SOLE   13,647 0 0
GENERAL ELECTRIC CO COM NEW 369604301   1,096,766 9,921 SH   SOLE   9,921 0 0
GERON CORP COM 374163103   425,893 200,893 SH   SOLE   200,893 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106   706,941 17,929 SH   SOLE   17,929 0 0
HCA HEALTHCARE INC COM 40412C101   716,048 2,911 SH   SOLE   2,911 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   551,212 9,341 SH   SOLE   9,341 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   720,864 4,800 SH   SOLE   4,800 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101   4,043,828 34,954 SH   SOLE   34,954 0 0
ICICI BANK LIMITED ADR 45104G104   586,023 25,347 SH   SOLE   25,347 0 0
IDEAYA BIOSCIENCES INC COM 45166A102   3,422,278 126,845 SH   SOLE   126,845 0 0
IMMUNEERING CORP CLASS A COM 45254E107   1,954,660 254,513 SH   SOLE   254,513 0 0
IMMUNOCORE HLDGS PLC ADS 45258D105   2,065,828 39,804 SH   SOLE   39,804 0 0
IMMUNOGEN INC COM 45253H101   2,297,532 144,772 SH   SOLE   144,772 0 0
IMMUNOVANT INC COM 45258J102   4,104,198 106,908 SH   SOLE   106,908 0 0
INCYTE CORP COM 45337C102   471,288 8,158 SH   SOLE   8,158 0 0
INDIVIOR PLC ORD G4766E116   2,821,494 130,000 SH   SOLE   130,000 0 0
INSMED INC COM PAR $.01 457669307   2,020,000 80,000 SH   SOLE   80,000 0 0
INTRA-CELLULAR THERAPIES INC COM 46116X101   497,199 9,545 SH   SOLE   9,545 0 0
INTUIT COM 461202103   1,105,163 2,163 SH   SOLE   2,163 0 0
INVESCO DB COMMDY INDX TRCK UNIT 46138B103   35,845,954 1,436,136 SH   SOLE   1,436,136 0 0
IONIS PHARMACEUTICALS INC COM 462222100   2,200,867 48,520 SH   SOLE   48,520 0 0
JD.COM INC SPON ADR CL A 47215P106   1,006,879 34,565 SH   SOLE   34,565 0 0
KARUNA THERAPEUTICS INC COM 48576A100   1,533,815 9,071 SH   SOLE   9,071 0 0
KE HLDGS INC SPONSORED ADS 482497104   363,276 23,407 SH   SOLE   23,407 0 0
KRYSTAL BIOTECH INC COM 501147102   509,472 4,392 SH   SOLE   4,392 0 0
LAUREATE EDUCATION INC COMMON STOCK 518613203   957,488 67,907 SH   SOLE   67,907 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102   2,975,967 44,305 SH   SOLE   44,305 0 0
LI AUTO INC SPONSORED ADS 50202M102   319,638 8,966 SH   SOLE   8,966 0 0
LITHIA MTRS INC COM 536797103   1,093,016 3,701 SH   SOLE   3,701 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105   444,692 3,045 SH   SOLE   3,045 0 0
MASTERCARD INCORPORATED CL A 57636Q104   1,483,474 3,747 SH   SOLE   3,747 0 0
MERUS N V COM N5749R100   2,891,639 122,631 SH   SOLE   122,631 0 0
META PLATFORMS INC CL A 30303M102   1,257,880 4,190 SH   SOLE   4,190 0 0
MICRON TECHNOLOGY INC COM 595112103   1,918,446 28,200 SH   SOLE   28,200 0 0
MICROSOFT CORP COM 594918104   3,144,239 9,958 SH   SOLE   9,958 0 0
MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD 61559X104   3,406,833 59,769 SH   SOLE   59,769 0 0
MORPHIC HLDG INC COM 61775R105   235,446 10,277 SH   SOLE   10,277 0 0
NATERA INC COM 632307104   445,421 10,066 SH   SOLE   10,066 0 0
NETFLIX INC COM 64110L106   545,255 1,444 SH   SOLE   1,444 0 0
NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206   374,720 6,400 SH   SOLE   6,400 0 0
NUVALENT INC COM 670703107   2,486,196 54,083 SH   SOLE   54,083 0 0
OLEMA PHARMACEUTICALS INC COM 68062P106   3,061,318 247,880 SH   SOLE   247,880 0 0
PALO ALTO NETWORKS INC COM 697435105   634,160 2,705 SH   SOLE   2,705 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   356,092 3,631 SH   SOLE   3,631 0 0
PENNYMAC FINL SVCS INC NEW COM 70932M107   1,081,384 16,237 SH   SOLE   16,237 0 0
PLIANT THERAPEUTICS INC COM 729139105   532,737 30,723 SH   SOLE   30,723 0 0
PNM RES INC COM 69349H107   3,118,640 69,909 SH   SOLE   69,909 0 0
POINT BIOPHARMA GLOBAL INC COM 730541109   465,192 69,744 SH   SOLE   69,744 0 0
PROTHENA CORP PLC SHS G72800108   443,659 9,195 SH   SOLE   9,195 0 0
PTC INC COM 69370C100   1,003,236 7,081 SH   SOLE   7,081 0 0
PTC THERAPEUTICS INC COM 69366J200   296,641 13,237 SH   SOLE   13,237 0 0
REPARE THERAPEUTICS INC COM 760273102   1,995,290 165,173 SH   SOLE   165,173 0 0
REVOLUTION MEDICINES INC COM 76155X100   498,378 18,005 SH   SOLE   18,005 0 0
ROPER TECHNOLOGIES INC COM 776696106   684,288 1,413 SH   SOLE   1,413 0 0
RTX CORPORATION COM 75513E101   582,957 8,100 SH   SOLE   8,100 0 0
RXO INC COMMON STOCK 74982T103   802,676 40,683 SH   SOLE   40,683 0 0
SALESFORCE INC COM 79466L302   2,124,931 10,479 SH   SOLE   10,479 0 0
SAREPTA THERAPEUTICS INC COM 803607100   579,553 4,781 SH   SOLE   4,781 0 0
SCHLUMBERGER LTD COM STK 806857108   1,072,720 18,400 SH   SOLE   18,400 0 0
SEA LTD SPONSORD ADS 81141R100   678,632 15,441 SH   SOLE   15,441 0 0
SEAGEN INC COM 81181C104   4,034,032 19,015 SH   SOLE   19,015 0 0
SEAWORLD ENTMT INC COM 81282V100   670,070 14,488 SH   SOLE   14,488 0 0
SPLUNK INC COM 848637104   4,036,500 27,600 SH   SOLE   27,600 0 0
STONECO LTD COM CL A G85158106   569,032 53,330 SH   SOLE   53,330 0 0
STRUCTURE THERAPEUTICS INC SPONSORED ADS 86366E106   3,773,029 74,832 SH   SOLE   74,832 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105   428,195 29,490 SH   SOLE   29,490 0 0
TAL EDUCATION GROUP SPONSORED ADS 874080104   458,233 50,300 SH   SOLE   50,300 0 0
TECK RESOURCES LTD CL B 878742204   860,163 19,962 SH   SOLE   19,962 0 0
TEMPUR SEALY INTL INC COM 88023U101   862,466 19,900 SH   SOLE   19,900 0 0
TERNS PHARMACEUTICALS INC COM 880881107   745,446 148,200 SH   SOLE   148,200 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   1,267,860 124,300 SH   SOLE   124,300 0 0
TKO GROUP HOLDINGS INC CL A 87256C101   496,542 5,907 SH   SOLE   5,907 0 0
TRANSOCEAN LTD REG SHS H8817H100   1,300,669 158,425 SH   SOLE   158,425 0 0
TRANSUNION COM 89400J107   545,604 7,600 SH   SOLE   7,600 0 0
TRAVERE THERAPEUTICS INC COM 89422G107   1,094,256 122,400 SH   SOLE   122,400 0 0
TRIP COM GROUP LTD ADS 89677Q107   710,905 20,329 SH   SOLE   20,329 0 0
UBER TECHNOLOGIES INC COM 90353T100   574,875 12,500 SH   SOLE   12,500 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108   520,169 14,591 SH   SOLE   14,591 0 0
UNITED STATES STL CORP NEW COM 912909108   1,393,392 42,900 SH   SOLE   42,900 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   519,275 2,299 SH   SOLE   2,299 0 0
UNITEDHEALTH GROUP INC COM 91324P102   605,028 1,200 SH   SOLE   1,200 0 0
VAXCYTE INC COM 92243G108   573,423 11,248 SH   SOLE   11,248 0 0
VERA THERAPEUTICS INC CL A 92337R101   423,666 30,902 SH   SOLE   30,902 0 0
VERONA PHARMA PLC SPONSORED ADS 925050106   486,930 29,873 SH   SOLE   29,873 0 0
VIRIDIAN THERAPEUTICS INC COM 92790C104   1,606,957 104,756 SH   SOLE   104,756 0 0
VISA INC COM CL A 92826C839   2,007,297 8,727 SH   SOLE   8,727 0 0
VMWARE INC CL A COM 928563402   5,586,403 33,556 SH   SOLE   33,556 0 0
WESCO INTL INC COM 95082P105   991,926 6,897 SH   SOLE   6,897 0 0
WESTERN DIGITAL CORP. COM 958102105   917,163 20,100 SH   SOLE   20,100 0 0
XENON PHARMACEUTICALS INC COM 98420N105   1,204,311 35,255 SH   SOLE   35,255 0 0
XOMA CORP DEL COM NEW 98419J206   1,675,287 118,899 SH   SOLE   118,899 0 0
XPO INC COM 983793100   1,954,598 26,180 SH   SOLE   26,180 0 0