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
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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
ABBVIE INC COM 00287Y109   4,577,593 21,848 SH   SOLE   21,848 0 0
ACUITY INC COM 00508Y102   1,903,757 7,229 SH   SOLE   7,229 0 0
ALLEGION PLC ORD SHS G0176J109   3,919,671 30,045 SH   SOLE   30,045 0 0
ALLSTATE CORP COM 020002101   4,335,632 20,938 SH   SOLE   20,938 0 0
ARIS MNG CORP COM 04040Y109   73,080,000 15,750,000 SH   SOLE   15,750,000 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   160,394,308 1,501,960 SH   SOLE   1,501,960 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   4,214,104 69,095 SH   SOLE   69,095 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   3,111,461 159,317 SH   SOLE   159,317 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   4,162,915 11,296 SH   SOLE   11,296 0 0
COCA COLA CONS INC COM 191098102   2,473,200 1,832 SH   SOLE   1,832 0 0
COLUMBIA BKG SYS INC COM 197236102   2,144,566 85,989 SH   SOLE   85,989 0 0
COMCAST CORP NEW CL A 20030N101   3,859,445 104,592 SH   SOLE   104,592 0 0
CUMMINS INC COM 231021106   3,392,988 10,825 SH   SOLE   10,825 0 0
ENERSYS COM 29275Y102   2,305,343 25,173 SH   SOLE   25,173 0 0
EPAM SYS INC COM 29414B104   2,895,099 17,147 SH   SOLE   17,147 0 0
EVOTEC AG SPONSORED ADS 30050E105   15,356,321 4,597,701 SH   SOLE   4,597,701 0 0
EXELIXIS INC COM 30161Q104   2,414,125 65,388 SH   SOLE   65,388 0 0
EXPEDIA GROUP INC COM NEW 30212P303   3,570,948 21,243 SH   SOLE   21,243 0 0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303   2,732,709 41,990 SH   SOLE   41,990 0 0
FLOWSERVE CORP COM 34354P105   1,898,899 38,880 SH   SOLE   38,880 0 0
GAMING & LEISURE PPTYS INC COM 36467J108   2,538,536 49,873 SH   SOLE   49,873 0 0
GAP INC COM 364760108   2,068,584 100,368 SH   SOLE   100,368 0 0
GDEV INC *W EXP 99/99/999 G6529J118   52,391 2,219,970 SH   SOLE   2,219,970 0 0
GEN DIGITAL INC COM 668771108   3,818,389 143,873 SH   SOLE   143,873 0 0
GENPACT LIMITED SHS G3922B107   2,627,418 52,152 SH   SOLE   52,152 0 0
GILEAD SCIENCES INC COM 375558103   4,789,913 42,748 SH   SOLE   42,748 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   16,623,806,796 450,387,613 SH   SOLE   450,387,613 0 0
HEWLETT PACKARD ENTERPRISE C COM 42824C109   2,709,091 175,573 SH   SOLE   175,573 0 0
INVESCO LTD SHS G491BT108   3,587,705 236,500 SH   SOLE   236,500 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101   408,509,559 8,726,972 SH   SOLE   8,726,972 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214   2,053,573 56,807 SH   SOLE   56,807 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105   2,357,112 18,986 SH   SOLE   18,986 0 0
JONES LANG LASALLE INC COM 48020Q107   2,380,432 9,602 SH   SOLE   9,602 0 0
L3HARRIS TECHNOLOGIES INC COM 502431109   3,785,162 18,084 SH   SOLE   18,084 0 0
LEIDOS HOLDINGS INC COM 525327102   3,448,797 25,558 SH   SOLE   25,558 0 0
MARRIOTT VACATIONS WORLDWIDE COM 57164Y107   1,760,048 27,398 SH   SOLE   27,398 0 0
NEBIUS GROUP N.V. SHS CLASS A N97284108   11,394,144 539,751 SH   SOLE   539,751 0 0
NEXTDECADE CORP COM 65342K105   110,525,605 14,206,376 SH   SOLE   14,206,376 0 0
NORDSTROM INC COM 655664100   2,352,457 96,215 SH   SOLE   96,215 0 0
NORTHERN TR CORP COM 665859104   3,787,568 38,394 SH   SOLE   38,394 0 0
RECURSION PHARMACEUTICALS IN CL A 75629V104   68,695,554 12,985,927 SH   SOLE   12,985,927 0 0
RTX CORPORATION COM 75513E101   4,323,097 32,637 SH   SOLE   32,637 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   3,709,767 43,670 SH   SOLE   43,670 0 0
SIMON PPTY GROUP INC NEW COM 828806109   3,703,252 22,298 SH   SOLE   22,298 0 0
STATE STR CORP COM 857477103   3,648,795 40,755 SH   SOLE   40,755 0 0
SYNCHRONY FINANCIAL COM 87165B103   3,166,659 59,816 SH   SOLE   59,816 0 0
TAPESTRY INC COM 876030107   4,072,726 57,843 SH   SOLE   57,843 0 0
TRAVEL PLUS LEISURE CO COM 894164102   2,109,250 45,566 SH   SOLE   45,566 0 0
TYSON FOODS INC CL A 902494103   4,386,108 68,737 SH   SOLE   68,737 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   1,974,161 6,404 SH   SOLE   6,404 0 0
UNUM GROUP COM 91529Y106   2,614,947 32,101 SH   SOLE   32,101 0 0
VICI PPTYS INC COM 925652109   4,393,164 134,677 SH   SOLE   134,677 0 0
VONTIER CORPORATION COM 928881101   2,103,090 64,021 SH   SOLE   64,021 0 0
WESTERN UN CO COM 959802109   2,364,693 223,506 SH   SOLE   223,506 0 0