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
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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
State Street Institutional Treasury MM Fund COM 857492888   19,615 19,615,423 SH   SOLE   19,615,423 0 0
iShares Expanded Tech-Software Sector ETF USD Class COM 464287515   182,770 1,669,135 SH   SOLE   1,669,135 0 0
iShares U.S. Home Construction ETF USD Class COM 464288752   36,316 389,778 SH   SOLE   389,778 0 0
Invesco QQQ Trust Series 1 USD Class COM 46090E103   404,702 733,635 SH   SOLE   733,635 0 0
VanEck Semiconductor ETF USD Class COM 92189F676   263,864 946,155 SH   SOLE   946,155 0 0
Communication Services Select Sector SPDR Fund USD Class COM 81369Y852   322,172 2,968,510 SH   SOLE   2,968,510 0 0
Financial Select Sector SPDR Fund USD Class COM 81369Y605   275,942 5,269,091 SH   SOLE   5,269,091 0 0
Technology Select Sector SPDR Fund USD Class COM 81369Y803   228,144 900,935 SH   SOLE   900,935 0 0
Health Care Select Sector SPDR Fund USD Class COM 81369Y209   195,857 1,453,052 SH   SOLE   1,453,052 0 0
Consumer Discretionary Select Sector SPDR Fund COM 81369Y407   170,858 786,169 SH   SOLE   786,169 0 0
Franklin FTSE Mexico ETF COM 35473P736   7,047 237,360 SH   SOLE   237,360 0 0
iShares Core MSCI International Developed Markets ETF COM 46435G326   52,969 696,600 SH   SOLE   696,600 0 0
SPDR Portfolio Europe ETF COM 78463X103   17,129 353,460 SH   SOLE   353,460 0 0
State Street Institutional Treasury MM Fund COM 857492888   2,556 2,555,730 SH   SOLE   2,555,730 0 0
Franklin FTSE Canada ETF USD Class COM 35473P827   3,231 77,400 SH   SOLE   77,400 0 0
iShares Core MSCI Emerging Markets ETF USD Class COM 46434G103   22,612 376,680 SH   SOLE   376,680 0 0
KraneShares CSI China Internet ETF COM 500767306   11,869 345,720 SH   SOLE   345,720 0 0
SPDR Portfolio Emerging Markets ETF USD Class COM 78463X509   8,270 193,500 SH   SOLE   193,500 0 0
Vanguard FTSE Pacific ETF COM 922042866   7,421 90,300 SH   SOLE   90,300 0 0
ACV Auctions Inc. COM 00091G104   630 38,849 SH   SOLE   38,849 0 0
Adobe Inc. COM 00724F101   851 2,199 SH   SOLE   2,199 0 0
Advanced Micro Devices Inc. COM 007903107   2,704 19,058 SH   SOLE   19,058 0 0
Affirm Holdings Inc. COM 00827B106   2,027 29,320 SH   SOLE   29,320 0 0
Akamai Technologies Inc. COM 00971T101   935 11,728 SH   SOLE   11,728 0 0
Alexandria Real Estate Equities Inc. COM 015271109   586 8,063 SH   SOLE   8,063 0 0
ANSYS Inc. COM 03662Q105   1,030 2,932 SH   SOLE   2,932 0 0
AppLovin Corporation COM 03831W108   2,309 6,597 SH   SOLE   6,597 0 0
Archer Aviation Inc. COM 03945R102   1,113 102,599 SH   SOLE   102,599 0 0
Argenx S.E. COM 04016X101   808 1,466 SH   SOLE   1,466 0 0
Arista Networks Inc. COM 040413205   825 8,063 SH   SOLE   8,063 0 0
ARM Holdings plc COM 042068205   1,067 6,597 SH   SOLE   6,597 0 0
Ascendis Pharma A/S COM 04351P101   1,012 5,864 SH   SOLE   5,864 0 0
Astera Labs Inc. COM 04626A103   1,326 14,660 SH   SOLE   14,660 0 0
BWX Technologies Inc. COM 05605H100   1,056 7,327 SH   SOLE   7,327 0 0
BioCryst Pharmaceuticals Inc. COM 09058V103   1,005 112,128 SH   SOLE   112,128 0 0
Bridgebio Pharma Inc. COM 10806X102   981 22,723 SH   SOLE   22,723 0 0
Broadcom Inc. COM 11135F101   4,849 17,592 SH   SOLE   17,592 0 0
C3.ai Inc. COM 12468P104   702 28,587 SH   SOLE   28,587 0 0
CACI International Inc. COM 127190304   2,446 5,131 SH   SOLE   5,131 0 0
Canaan Inc. COM 134748102   398 643,439 SH   SOLE   643,439 0 0
CareDx Inc. COM 14167L103   716 36,650 SH   SOLE   36,650 0 0
Cargo Therapeutics Inc. COM 14179K101   269 65,216 SH   SOLE   65,216 0 0
Churchill Downs Inc. COM 171484108   1,036 10,262 SH   SOLE   10,262 0 0
Cipher Mining Inc. COM 17253J106   2,638 551,844 SH   SOLE   551,844 0 0
Cloudflare Inc. COM 18915M107   4,880 24,922 SH   SOLE   24,922 0 0
Core Scientific Inc. COM 21874A106   1,401 82,075 SH   SOLE   82,075 0 0
Crowdstrike Holdings Inc. COM 22788C105   1,493 2,932 SH   SOLE   2,932 0 0
Datadog Inc. COM 23804L103   886 6,597 SH   SOLE   6,597 0 0
Digital Realty Trust Inc. COM 253868103   894 5,131 SH   SOLE   5,131 0 0
DraftKings Inc. COM 26142V105   1,415 32,985 SH   SOLE   32,985 0 0
Doximity Inc. COM 26622P107   899 14,660 SH   SOLE   14,660 0 0
D-Wave Quantum Inc. COM 26740W109   2,264 154,642 SH   SOLE   154,642 0 0
Electronic Arts Inc. COM 285512109   1,522 9,529 SH   SOLE   9,529 0 0
EPAM Systems Inc. COM 29414B104   778 4,398 SH   SOLE   4,398 0 0
Meta Platforms Inc. COM 30303M102   3,246 4,398 SH   SOLE   4,398 0 0
Fiserv Inc. COM 337738108   632 3,665 SH   SOLE   3,665 0 0
Fortinet Inc. COM 34959E109   1,162 10,995 SH   SOLE   10,995 0 0
Gitlab Inc. COM 37637K108   661 14,660 SH   SOLE   14,660 0 0
Global Payments Inc. COM 37940X102   587 7,330 SH   SOLE   7,330 0 0
Guardant Health Inc. COM 40131M109   1,106 21,257 SH   SOLE   21,257 0 0
Guidewire Software Inc. COM 40171V100   2,244 9,529 SH   SOLE   9,529 0 0
Hesai Group COM 428050108   1,367 62,284 SH   SOLE   62,284 0 0
Hewlett Packard Enterprise Company COM 42824C109   1,663 81,339 SH   SOLE   81,339 0 0
Hut 8 Corporation COM 44812J104   832 44,713 SH   SOLE   44,713 0 0
Immunome Inc. COM 45257U108   716 76,944 SH   SOLE   76,944 0 0
Interactive Brokers Group Inc. COM 45841N107   1,462 26,388 SH   SOLE   26,388 0 0
Intercontinental Exchange Inc. COM 45866F104   1,076 5,864 SH   SOLE   5,864 0 0
IonQ Inc. COM 46222L108   2,047 47,645 SH   SOLE   47,645 0 0
Juniper Networks Inc. COM 48203R104   1,083 27,121 SH   SOLE   27,121 0 0
Kaspi.KZ JSC COM 48581R205   809 9,529 SH   SOLE   9,529 0 0
Klaviyo Inc. COM 49845K101   763 22,723 SH   SOLE   22,723 0 0
Krystal Biotech Inc. COM 501147102   705 5,131 SH   SOLE   5,131 0 0
Lattice Semiconductor Corporation COM 518415104   862 17,592 SH   SOLE   17,592 0 0
Lemonade Inc. COM 52567D107   2,248 51,310 SH   SOLE   51,310 0 0
Ligand Pharmaceuticals Inc. COM 53220K504   833 7,330 SH   SOLE   7,330 0 0
Eli Lilly & Company COM 532457108   571 733 SH   SOLE   733 0 0
Marvell Technology Inc. COM 573874104   1,815 23,456 SH   SOLE   23,456 0 0
Mastercard Inc. COM 57636Q104   824 1,466 SH   SOLE   1,466 0 0
Microsoft Corporation COM 594918104   2,188 4,398 SH   SOLE   4,398 0 0
Microchip Technology Inc. COM 595017104   1,238 17,592 SH   SOLE   17,592 0 0
Micron Technology Inc. COM 595112103   1,174 9,529 SH   SOLE   9,529 0 0
MongoDB Inc. COM 60937P106   770 3,665 SH   SOLE   3,665 0 0
NIO Inc. COM 62914V106   762 222,057 SH   SOLE   222,057 0 0
Natera Inc. COM 632307104   743 4,398 SH   SOLE   4,398 0 0
NetApp Inc. COM 64110D104   781 7,330 SH   SOLE   7,330 0 0
NetEase Inc. COM 64110W102   1,776 13,194 SH   SOLE   13,194 0 0
Gen Digital Inc. Rights COM 668771116   78 9,529 SH   SOLE   9,529 0 0
Gen Digital Inc. COM 668771108   1,121 38,116 SH   SOLE   38,116 0 0
NVIDIA Corporation COM 67066G104   6,717 42,514 SH   SOLE   42,514 0 0
Open Lending Corporation COM 68373J104   313 161,218 SH   SOLE   161,218 0 0
Oracle Corporation COM 68389X105   2,564 11,728 SH   SOLE   11,728 0 0
Palantir Technologies Inc. COM 69608A108   7,194 52,776 SH   SOLE   52,776 0 0
Palo Alto Networks Inc. COM 697435105   1,200 5,864 SH   SOLE   5,864 0 0
PROCEPT BioRobotics Corporation COM 74276L105   676 11,728 SH   SOLE   11,728 0 0
Qualys Inc. COM 74758T303   1,152 8,063 SH   SOLE   8,063 0 0
Recursion Pharmaceuticals Inc. COM 75629V104   723 142,914 SH   SOLE   142,914 0 0
Reddit Inc. COM 75734B100   1,545 10,262 SH   SOLE   10,262 0 0
Revolve Group Inc. COM 76156B107   558 27,851 SH   SOLE   27,851 0 0
Riot Platforms Inc. COM 767292105   1,441 127,521 SH   SOLE   127,521 0 0
Robinhood Markets Inc. COM 770700102   4,186 44,713 SH   SOLE   44,713 0 0
ROBLOX Corporation COM 771049103   4,010 38,116 SH   SOLE   38,116 0 0
Rocket Lab Corporation COM 773121108   1,339 37,434 SH   SOLE   37,434 0 0
Rocket Pharmaceuticals Inc. COM 77313F106   187 76,208 SH   SOLE   76,208 0 0
Rubrik Inc. COM 781154109   2,627 29,320 SH   SOLE   29,320 0 0
Rush Street Interactive Inc. COM 782011100   1,288 86,473 SH   SOLE   86,473 0 0
Sarepta Therapeutics Inc. COM 803607100   113 6,597 SH   SOLE   6,597 0 0
Light & Wonder Inc. COM 80874P109   1,411 14,660 SH   SOLE   14,660 0 0
Sea Ltd. COM 81141R100   2,462 15,393 SH   SOLE   15,393 0 0
SentinelOne Inc. COM 81730H109   857 46,909 SH   SOLE   46,909 0 0
Serve Robotics Inc. COM 81758H106   587 51,310 SH   SOLE   51,310 0 0
Shift4 Payments Inc. COM 82452J109   799 8,063 SH   SOLE   8,063 0 0
Shopify Inc. COM 82509L107   930 8,063 SH   SOLE   8,063 0 0
Snowflake Inc. Common Stock COM 833445109   3,773 16,859 SH   SOLE   16,859 0 0
State Street Institutional Treasury MM Fund COM 857492888   1,644 1,643,944 SH   SOLE   1,643,944 0 0
Symbotic Inc. COM 87151X101   1,139 29,320 SH   SOLE   29,320 0 0
Taiwan Semiconductor Manufacturing Company Ltd. COM 874039100   2,988 13,194 SH   SOLE   13,194 0 0
Take-Two Interactive Software Inc. COM 874054109   1,780 7,330 SH   SOLE   7,330 0 0
Talen Energy Corporation COM 87422Q109   1,066 3,665 SH   SOLE   3,665 0 0
Terawulf Inc. COM 88080T104   883 201,533 SH   SOLE   201,533 0 0
Texas Instruments Inc. COM 882508104   1,065 5,131 SH   SOLE   5,131 0 0
Trade Desk Inc. (The) COM 88339J105   528 7,330 SH   SOLE   7,330 0 0
Vnet Group Inc. COM 90138A103   1,163 168,548 SH   SOLE   168,548 0 0
Upstart Holdings Inc. COM 91680M107   2,702 41,781 SH   SOLE   41,781 0 0
Visa Inc. COM 92826C839   1,041 2,932 SH   SOLE   2,932 0 0
Zscaler Inc. COM 98980G102   1,841 5,864 SH   SOLE   5,864 0 0
Biohaven Ltd. COM G1110E107   310 21,990 SH   SOLE   21,990 0 0
Bitdeer Technologies Group COM G11448100   656 57,153 SH   SOLE   57,153 0 0
Credo Technology Group Holding Ltd. COM G25457105   1,086 11,728 SH   SOLE   11,728 0 0
Dlocal Ltd./Uruguay COM G29018101   1,662 146,579 SH   SOLE   146,579 0 0
Genpact Ltd. COM G3922B107   903 20,524 SH   SOLE   20,524 0 0
Genius Sports Ltd. COM G3934V109   1,517 145,846 SH   SOLE   145,846 0 0
StoneCompany Ltd. COM G85158106   1,575 98,198 SH   SOLE   98,198 0 0
CRISPR Therapeutics A.G. COM H17182108   963 19,791 SH   SOLE   19,791 0 0
Sportradar Group A.G. COM H8088L103   1,811 64,483 SH   SOLE   64,483 0 0
Check Point Software Technologies Ltd. COM M22465104   1,297 5,864 SH   SOLE   5,864 0 0
CyberArk Software Ltd. COM M2682V108   1,193 2,932 SH   SOLE   2,932 0 0
Global-e Online Ltd. COM M5216V106   1,008 30,053 SH   SOLE   30,053 0 0
uniQure N.V. COM N90064101   786 56,420 SH   SOLE   56,420 0 0
IREN Ltd. COM Q4982L109   1,538 105,528 SH   SOLE   105,528 0 0