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
ADOBE INC COM 00724F101   7,997,548 22,672 SH   SOLE   22,672 0 0
AFFILIATED MANAGERS GROUP IN COM 008252108   3,107,220 13,032 SH   SOLE   13,032 0 0
APPLIED MATLS INC COM 038222105   4,382,255 21,404 SH   SOLE   21,404 0 0
APTIV PLC COM SHS G3265R107   4,785,038 55,498 SH   SOLE   55,498 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   212,512,320 1,501,960 SH   SOLE   1,501,960 0 0
ARROW ELECTRS INC COM 042735100   2,404,270 19,870 SH   SOLE   19,870 0 0
ASSOCIATED BANC CORP COM 045487105   2,617,227 101,798 SH   SOLE   101,798 0 0
BAXTER INTL INC COM 071813109   2,932,844 128,803 SH   SOLE   128,803 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   2,472,783 45,657 SH   SOLE   45,657 0 0
BLUE OWL TECHNOLOGY FIN CORP COMMON STOCK 095924106   402,583,386 29,130,491 SH   SOLE   29,130,491 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   8,193,407 181,672 SH   SOLE   181,672 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   3,936,010 136,147 SH   SOLE   136,147 0 0
CENTENE CORP DEL COM 15135B101   9,145,069 256,308 SH   SOLE   256,308 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   2,669,117 9,702 SH   SOLE   9,702 0 0
CHIME FINL INC COM SHS CL A 16935C109   7,300,572 361,952 SH   SOLE   361,952 0 0
CISCO SYS INC COM 17275R102   3,993,402 58,366 SH   SOLE   58,366 0 0
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   3,360,408 50,103 SH   SOLE   50,103 0 0
CVS HEALTH CORP COM 126650100   9,622,478 127,636 SH   SOLE   127,636 0 0
DELL TECHNOLOGIES INC CL C 24703L202   2,796,130 19,723 SH   SOLE   19,723 0 0
DENTSPLY SIRONA INC COM 24906P109   2,032,227 160,144 SH   SOLE   160,144 0 0
DISNEY WALT CO COM 254687106   8,031,374 70,143 SH   SOLE   70,143 0 0
DOLLAR GEN CORP NEW COM 256677105   3,602,781 34,860 SH   SOLE   34,860 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104   2,660,505 130,609 SH   SOLE   130,609 0 0
EVOTEC AG SPONSORED ADS 30050E105   16,689,655 4,597,701 SH   SOLE   4,597,701 0 0
EXELIXIS INC COM 30161Q104   2,515,624 60,911 SH   SOLE   60,911 0 0
FLEX LTD ORD Y2573F102   2,971,020 51,251 SH   SOLE   51,251 0 0
GDEV INC *W EXP 99/99/999 G6529J118   51,503 2,219,970 SH   SOLE   2,219,970 0 0
GEN DIGITAL INC COM 668771108   3,834,552 135,067 SH   SOLE   135,067 0 0
GILEAD SCIENCES INC COM 375558103   8,529,351 76,841 SH   SOLE   76,841 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   16,141,892,050 450,387,613 SH   SOLE   450,387,613 0 0
GLOBE LIFE INC COM 37959E102   4,732,879 33,104 SH   SOLE   33,104 0 0
GREIF INC CL A 397624107   2,247,394 37,607 SH   SOLE   37,607 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101   567,253,180 8,726,972 SH   SOLE   8,726,972 0 0
KLARNA GROUP PLC SHS G5279N105   109,644,266 2,991,658 SH   SOLE   2,991,658 0 0
LAM RESEARCH CORP COM NEW 512807306   5,490,302 41,003 SH   SOLE   41,003 0 0
LAMAR ADVERTISING CO NEW CL A 512816109   2,594,447 21,193 SH   SOLE   21,193 0 0
LEAR CORP COM NEW 521865204   2,563,845 25,483 SH   SOLE   25,483 0 0
LOCKHEED MARTIN CORP COM 539830109   9,262,342 18,554 SH   SOLE   18,554 0 0
MASTEC INC COM 576323109   3,260,249 15,320 SH   SOLE   15,320 0 0
MATCH GROUP INC NEW COM 57667L107   4,340,863 122,901 SH   SOLE   122,901 0 0
MAXIMUS INC COM 577933104   3,332,903 36,477 SH   SOLE   36,477 0 0
MERCK & CO INC COM 58933Y105   4,080,089 48,613 SH   SOLE   48,613 0 0
MGIC INVT CORP WIS COM 552848103   2,686,469 94,694 SH   SOLE   94,694 0 0
NEWMONT CORP COM 651639106   12,342,900 146,399 SH   SOLE   146,399 0 0
NEXTDECADE CORP COM 65342K105   96,461,293 14,206,376 SH   SOLE   14,206,376 0 0
OLD REP INTL CORP COM 680223104   2,939,943 69,224 SH   SOLE   69,224 0 0
PERRIGO CO PLC SHS G97822103   2,157,874 96,896 SH   SOLE   96,896 0 0
PILGRIMS PRIDE CORP COM 72147K108   2,355,082 57,836 SH   SOLE   57,836 0 0
PONY AI INC SPONSORED ADS 732908108   25,307,705 1,125,287 SH   OTR   0 1,125,287 0
RECURSION PHARMACEUTICALS IN CL A 75629V104   63,371,324 12,985,927 SH   SOLE   12,985,927 0 0
SALESFORCE INC COM 79466L302   3,542,439 14,947 SH   SOLE   14,947 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   2,510,905 82,190 SH   SOLE   82,190 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   3,967,087 51,534 SH   SOLE   51,534 0 0
THE CIGNA GROUP COM 125523100   3,543,746 12,294 SH   SOLE   12,294 0 0
TRAVEL PLUS LEISURE CO COM 894164102   2,791,568 46,925 SH   SOLE   46,925 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   3,785,047 9,029 SH   SOLE   9,029 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   4,018,832 91,441 SH   SOLE   91,441 0 0
WERIDE INC SPONSORED ADS 950915108   79,676,101 8,048,091 SH   OTR   0 8,048,091 0