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
BYD CO LTD-H Common Stock 103304101   64,320,000 300,000 SH   SOLE   64,320,000 0 0
DAIICHI SANKYO CO LTD Common Stock J11257102   18,763,712 4,846 SH   SOLE   18,763,712 0 0
AGILENT TECHNOLOGIES INC Common Stock 00846U101   367,317 2,642 SH   SOLE   367,317 0 0
ABBVIE INC Common Stock 00287Y109   320,013 2,065 SH   SOLE   320,013 0 0
ABCELLERA BIOLOGICS INC Common Stock 00288U106   99,451 17,417 SH   SOLE   99,451 0 0
ACADIA PHARMACEUTICALS INC Common Stock 004225108   1,130,604 36,110 SH   SOLE   1,130,604 0 0
ALNYLAM PHARMACEUTICALS INC Common Stock 02043Q107   354,109 1,850 SH   SOLE   354,109 0 0
ARGENX SE - ADR ADR 04016X101   378,908 996 SH   SOLE   378,908 0 0
ASTRAZENECA PLC-SPONS ADR ADR 046353108   657,740 9,766 SH   SOLE   657,740 0 0
BIOCRYST PHARMACEUTICALS INC Common Stock 09058V103   63,794 10,650 SH   SOLE   63,794 0 0
BECTON DICKINSON AND CO Common Stock 075887109   336,242 1,379 SH   SOLE   336,242 0 0
BEIGENE LTD-ADR ADR 07725L102   1,775,644 9,845 SH   SOLE   1,775,644 0 0
BIOMARIN PHARMACEUTICAL INC Common Stock 09061G101   301,987 3,132 SH   SOLE   301,987 0 0
CERUS CORP Common Stock 157085101   30,739 14,231 SH   SOLE   30,739 0 0
CIGNA CORP Common Stock 125523100   254,533 850 SH   SOLE   254,533 0 0
CENTENE CORP Common Stock 15135B101   295,430 3,981 SH   SOLE   295,430 0 0
DBV TECHNOLOGIES SA-SPON ADR ADR 23306J101   11,108 11,658 SH   SOLE   11,108 0 0
DANAHER CORP Common Stock 235851102   652,147 2,819 SH   SOLE   652,147 0 0
ELEVANCE HEALTH INC Common Stock 036752103   560,685 1,189 SH   SOLE   560,685 0 0
ISHARES MSCI BRAZIL CAPPED E ETP 464286400   6,992,000 200,000 SH   SOLE   6,992,000 0 0
FREEPORT-MCMORAN COPPER Common Stock 35671D857   293,222 6,888 SH   SOLE   293,222 0 0
MARKET VECTORS GOLD MINERS ETP 92189F106   1,308,126 42,184 SH   SOLE   1,308,126 0 0
GENMAB A/S Common Stock K3967W102   840,450 390 SH   SOLE   840,450 0 0
HCA HOLDINGS INC Common Stock 40412C101   204,905 757 SH   SOLE   204,905 0 0
HUMANA INC Common Stock 444859102   380,440 831 SH   SOLE   380,440 0 0
IMMUNOCORE HOLDINGS PLC-ADR ADR 45258D105   230,307 3,371 SH   SOLE   230,307 0 0
INCYTE CORP Common Stock 45337C102   1,965,704 31,306 SH   SOLE   1,965,704 0 0
INTUITIVE SURGICAL INC Common Stock 46120E602   723,975 2,146 SH   SOLE   723,975 0 0
JACOBS SOLUTIONS INC Common Stock 46982L108   257,523 1,984 SH   SOLE   257,523 0 0
KODIAK SCIENCES INC Common Stock 50015M109   45,840 15,079 SH   SOLE   45,840 0 0
KARUNA THERAPEUTICS INC Common Stock 48576A100   221,874 701 SH   SOLE   221,874 0 0
ELI LILLY & CO Common Stock 532457108   1,363,450 2,339 SH   SOLE   1,363,450 0 0
LITHIUM IONIC CORP Common Stock 53680V107   3,878,257 2,216,147 SH   SOLE   3,878,257 0 0
MADRIGAL PHARMACEUTICALS INC Common Stock 558868105   301,951 1,305 SH   SOLE   301,951 0 0
MOLINA HEALTHCARE INC Common Stock 60855R100   328,792 910 SH   SOLE   328,792 0 0
MERCK & CO. INC. Common Stock 58933Y105   673,199 6,175 SH   SOLE   673,199 0 0
NU HOLDINGS LTD/CAYMAN ISL-A Common Stock G6683N103   24,806,398 2,977,959 SH   SOLE   24,806,398 0 0
OI SA-ADR ADR 670851500   103,500 575,000 SH   SOLE   103,500 0 0
PENUMBRA INC Common Stock 70975L107   207,269 824 SH   SOLE   207,269 0 0
PFIZER INC Common Stock 717081103   246,558 8,564 SH   SOLE   246,558 0 0
REGENERON PHARMACEUTICALS Common Stock 75886F107   717,563 817 SH   SOLE   717,563 0 0
RHYTHM PHARMACEUTICALS INC Common Stock 76243J105   261,477 5,688 SH   SOLE   261,477 0 0
SBERBANK PJSC - SPONSORED ADR ADR 80585Y308   0 160,000 SH   SOLE   0 0 0
SIGMA LITHIUM CORP Common Stock 826599102   5,857,234 185,767 SH   SOLE   5,857,234 0 0
SHELL PLC-ADR ADR 780259305   261,555 3,975 SH   SOLE   261,555 0 0
S&P GLOBAL INC Common Stock 78409V104   484,572 1,100 SH   SOLE   484,572 0 0
SPINNOVA OYJ Common Stock X84439102   81,643 34,089 SH   SOLE   81,643 0 0
STRYKER CORP Common Stock 863667101   540,226 1,804 SH   SOLE   540,226 0 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102   994,170 1,873 SH   SOLE   994,170 0 0
UBS AG-REG Common Stock H04710853   331,341 10,723 SH   SOLE   331,341 0 0
UNITEDHEALTH GROUP INC Common Stock 91324P102   1,645,745 3,126 SH   SOLE   1,645,745 0 0
VINCI PARTNERS INVESTMENTS-A Common Stock G9451V109   331,785 30,300 SH   SOLE   331,785 0 0
VERTEX PHARMACEUTICALS INC Common Stock 92532F100   607,080 1,492 SH   SOLE   607,080 0 0
XP INC - CLASS A Common Stock G98239109   18,592,185 713,164 SH   SOLE   18,592,185 0 0