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 Y1023R104   40,320,000 200,000 SH   SOLE   40,320,000 0 0
DAIICHI SANKYO CO LTD Common Stock J11257102   6,055,076 1,262 SH   SOLE   6,055,076 0 0
CHINA COMMUNICATIONS SERVI-H Common Stock Y1436A102   1,825,000 500,000 SH   SOLE   1,825,000 0 0
ABCELLERA BIOLOGICS INC Common Stock 00288U106   80,539 17,779 SH   SOLE   80,539 0 0
ACADIA PHARMACEUTICALS INC Common Stock 004225108   679,600 36,755 SH   SOLE   679,600 0 0
AGNICO-EAGLE MINES LTD Common Stock 008474108   224,582 3,765 SH   SOLE   224,582 0 0
ALAMOS GOLD INC-CLASS A Common Stock 011532108   227,917 15,452 SH   SOLE   227,917 0 0
AMGEN INC Common Stock 031162100   301,379 1,060 SH   SOLE   301,379 0 0
AMAZON.COM INC Common Stock 023135106   275,801 1,529 SH   SOLE   275,801 0 0
ARGENX SE - ADR ADR 04016X101   352,773 896 SH   SOLE   352,773 0 0
ASTRAZENECA PLC-SPONS ADR ADR 046353108   317,477 4,686 SH   SOLE   317,477 0 0
BIOCRYST PHARMACEUTICALS INC Common Stock 09058V103   55,194 10,865 SH   SOLE   55,194 0 0
BECTON DICKINSON AND CO Common Stock 075887109   203,404 822 SH   SOLE   203,404 0 0
BEIGENE LTD-ADR ADR 07725L102   1,637,560 10,471 SH   SOLE   1,637,560 0 0
BIOMARIN PHARMACEUTICAL INC Common Stock 09061G101   369,012 4,225 SH   SOLE   369,012 0 0
CERUS CORP Common Stock 157085101   27,479 14,539 SH   SOLE   27,479 0 0
CIGNA CORP Common Stock 125523100   233,531 643 SH   SOLE   233,531 0 0
DBV TECHNOLOGIES SA-SPON ADR ADR 23306J101   8,920 11,907 SH   SOLE   8,920 0 0
DANAHER CORP Common Stock 235851102   470,223 1,883 SH   SOLE   470,223 0 0
ELEVANCE HEALTH INC Common Stock 036752103   613,951 1,184 SH   SOLE   613,951 0 0
MARKET VECTORS GOLD MINERS ETP 92189F106   666,961 21,093 SH   SOLE   666,961 0 0
GRUPO FINANCIERO GALICIA-ADR ADR 399909100   254,200 10,000 SH   SOLE   254,200 0 0
GENMAB A/S Common Stock K3967W102   220,904 106 SH   SOLE   220,904 0 0
IMMUNOCORE HOLDINGS PLC-ADR ADR 45258D105   276,445 4,253 SH   SOLE   276,445 0 0
INCYTE CORP Common Stock 45337C102   1,791,137 31,440 SH   SOLE   1,791,137 0 0
INTER & CO INC - CL A Common Stock G4R20B107   1,308,572 229,172 SH   SOLE   1,308,572 0 0
INTUITIVE SURGICAL INC Common Stock 46120E602   712,376 1,785 SH   SOLE   712,376 0 0
ITAU UNIBANCO HLDNG-PREF ADR ADR 465562106   121,157 17,483 SH   SOLE   121,157 0 0
JACOBS SOLUTIONS INC Common Stock 46982L108   555,888 3,616 SH   SOLE   555,888 0 0
KODIAK SCIENCES INC Common Stock 50015M109   78,674 14,957 SH   SOLE   78,674 0 0
KYMERA THERAPEUTICS INC Common Stock 501575104   208,357 5,183 SH   SOLE   208,357 0 0
ELI LILLY & CO Common Stock 532457108   1,693,619 2,177 SH   SOLE   1,693,619 0 0
LITHIUM IONIC CORP Common Stock 53680V107   3,028,183 4,265,047 SH   SOLE   3,028,183 0 0
MADRIGAL PHARMACEUTICALS INC Common Stock 558868105   355,964 1,333 SH   SOLE   355,964 0 0
MOLINA HEALTHCARE INC Common Stock 60855R100   319,626 778 SH   SOLE   319,626 0 0
MERCK & CO. INC. Common Stock 58933Y105   666,743 5,053 SH   SOLE   666,743 0 0
NEW GOLD INC Common Stock 644535106   6,499,996 3,823,527 SH   SOLE   6,499,996 0 0
NU HOLDINGS LTD/CAYMAN ISL-A Common Stock G6683N103   17,417,800 1,460,000 SH   SOLE   17,417,800 0 0
NOVO-NORDISK A/S-SPONS ADR ADR 670100205   214,171 1,668 SH   SOLE   214,171 0 0
OI SA-ADR ADR 670851500   460 575,000 SH   SOLE   460 0 0
REGENERON PHARMACEUTICALS Common Stock 75886F107   320,509 333 SH   SOLE   320,509 0 0
ROIVANT SCIENCES LTD Common Stock G76279101   105,779 10,036 SH   SOLE   105,779 0 0
RHYTHM PHARMACEUTICALS INC Common Stock 76243J105   4,584,921 105,814 SH   SOLE   4,584,921 0 0
SBERBANK PJSC - SPONSORED ADR ADR 80585Y308   0 160,000 SH   SOLE   0 0 0
SHELL PLC-ADR ADR 780259305   266,484 3,975 SH   SOLE   266,484 0 0
S&P GLOBAL INC Common Stock 78409V104   1,276,350 3,000 SH   SOLE   1,276,350 0 0
SPINNOVA OYJ Common Stock X84439102   59,315 34,089 SH   SOLE   59,315 0 0
STONECO LTD-A Common Stock G85158106   17,701,277 1,065,700 SH   SOLE   17,701,277 0 0
STATE STREET CORP Common Stock 857477103   287,862 3,723 SH   SOLE   287,862 0 0
STRYKER CORP Common Stock 863667101   611,600 1,709 SH   SOLE   611,600 0 0
THERMO FISHER SCIENTIFIC INC Common Stock 883556102   816,019 1,404 SH   SOLE   816,019 0 0
UBS AG-REG Common Stock H42097107   329,411 10,723 SH   SOLE   329,411 0 0
UNITEDHEALTH GROUP INC Common Stock 91324P102   1,202,121 2,430 SH   SOLE   1,202,121 0 0
SPROTT PHYSICAL URANIUM TRUS Closed-End Fund 85210A104   6,138,000 220,000 SH   SOLE   6,138,000 0 0
VERTEX PHARMACEUTICALS INC Common Stock 92532F100   442,255 1,058 SH   SOLE   442,255 0 0
EXXON MOBIL CORP Common Stock 30231G102   292,111 2,513 SH   SOLE   292,111 0 0
XP INC - CLASS A Common Stock G98239109   29,893,900 1,165,000 SH   SOLE   29,893,900 0 0
YPF S.A.-SPONSORED ADR ADR 984245100   495,000 25,000 SH   SOLE   495,000 0 0
STONECO LTD-A Common Stock G85158106   81,250 6,500 SH Put SOLE   81,250 0 0
TEXTRON INC Common Stock 883203101   25,000 2,000 SH Put SOLE   25,000 0 0
XP INC - CLASS A Common Stock G98239109   13,800 2,300 SH Put SOLE   13,800 0 0