ABBVIE INC COM 00287Y109 4306737 19802 SH SOLE 19802 0 0 AERCAP HOLDINGS NV SHS N00985106 8050957 58689 SH SOLE 58689 0 0 AFFILIATED MANAGERS GROUP COM 008252108 2784155 10062 SH SOLE 10062 0 0 ALCOA CORP COM 013872106 3164472 47708 SH SOLE 47708 0 0 ALLY FINL INC COM 02005N100 2568113 65463 SH SOLE 65463 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 3744139 49756 SH SOLE 49756 0 0 AMKOR TECHNOLOGY INC COM 031652100 2594043 57607 SH SOLE 57607 0 0 APPLE INC COM 037833100 9652649 38034 SH SOLE 38034 0 0 APTIV PLC COM SHS G3265R107 3211693 54599 SH SOLE 54599 0 0 ARIS MINING CORPORATION COM 04040Y109 32295644 1739130 SH SOLE 1739130 0 0 ARM HOLDINGS PLC SPONSORED ADS 042068205 208306509 1376960 SH SOLE 1376960 0 0 ASML HLDG NV N Y REGISTRTY SHS N07059210 9735838 7371 SH SOLE 7371 0 0 ASSOCIATED BANC-CORP COM 045487105 2974909 115039 SH SOLE 115039 0 0 BARRICK MNG CORP COM SHS 06849F108 6941071 170166 SH SOLE 170166 0 0 BLUE OWL TECHNOLOGY FIN CORP COMMON STOCK 095924106 360926783 29130491 SH SOLE 29130491 0 0 BRINKS CO COM 109696104 2656037 25630 SH SOLE 25630 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 14157954 233437 SH SOLE 233437 0 0 BROADCOM INC COM 11135F101 12241121 39550 SH SOLE 39550 0 0 CHIME FINL INC COM SHS CL A 16935C109 6779361 361952 SH SOLE 361952 0 0 THE CIGNA GROUP COM 125523100 4141827 15527 SH SOLE 15527 0 0 COMMERCIAL METALS CO COM 201723103 2543018 41397 SH SOLE 41397 0 0 CUMMINS INC COM 231021106 4426291 8227 SH SOLE 8227 0 0 CVS HEALTH CORP COM 126650100 3935736 54800 SH SOLE 54800 0 0 D-WAVE QUANTUM INC COM 26740W109 10748041 744840 SH SOLE 744840 0 0 DELL TECHNOLOGIES INC CL C 24703L202 1152028 7019 SH SOLE 7019 0 0 ENERSYS COM 29275Y102 3443999 19825 SH SOLE 19825 0 0 ENVISTA HOLDINGS CORPORATION COM 29415F104 3351529 132106 SH SOLE 132106 0 0 EVOTEC AG SPONSORED ADS 30050E105 11494253 4597701 SH SOLE 4597701 0 0 FEDERATED HERMES INC CL B 314211103 3217215 56731 SH SOLE 56731 0 0 FEDEX CORP COM 31428X106 5101210 14322 SH SOLE 14322 0 0 GDEV INC ORD SHS NEW G6529J209 5237064 374076 SH SOLE 374076 0 0 GDEV INC *W EXP 99/99/999 G6529J118 28517 3435718 SH SOLE 3435718 0 0 GEN DIGITAL INC COM 668771108 3107251 165016 SH SOLE 165016 0 0 GENERAL DYNAMICS CORP COM 369550108 4112805 11983 SH SOLE 11983 0 0 GILEAD SCIENCES INC COM 375558103 5155714 36993 SH SOLE 36993 0 0 GLOBALFOUNDRIES INC ORDINARY SHARES G39387108 18816942543 423042773 SH SOLE 423042773 0 0 INVESCO LTD SHS G491BT108 3790090 156035 SH SOLE 156035 0 0 IONQ INC COM 46222L108 12354232 428520 SH SOLE 428520 0 0 ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 565616051 14721917 SH SOLE 14721917 0 0 JANUS HENDERSON GROUP PLC ORD SHS G4474Y214 3274735 63748 SH SOLE 63748 0 0 KEYCORP COM 493267108 12027915 599896 SH SOLE 599896 0 0 KINROSS GOLD CORP COM 496902404 7730380 253289 SH SOLE 253289 0 0 KLARNA GROUP PLC SHS G5279N105 39160803 2991658 SH SOLE 2991658 0 0 LAM RESEARCH CORP COM NEW 512807306 9865751 46175 SH SOLE 46175 0 0 MATCH GROUP INC NEW COM 57667L107 4132768 134574 SH SOLE 134574 0 0 MAXIMUS INC COM 577933104 2184143 34074 SH SOLE 34074 0 0 MEDTRONIC PLC SHS G5960L103 3820918 44096 SH SOLE 44096 0 0 MERCK & CO INC COM 58933Y105 4742313 39424 SH SOLE 39424 0 0 MICRON TECHNOLOGY INC COM 595112103 14910569 44135 SH SOLE 44135 0 0 MSC INDL DIRECT INC CL A 553530106 3318583 35966 SH SOLE 35966 0 0 NEWMARKET CORP COM 651587107 2811848 4387 SH SOLE 4387 0 0 NEWMONT CORP COM 651639106 4361284 40289 SH SOLE 40289 0 0 NEXTDECADE CORP COM 65342K105 108820840 14206376 SH SOLE 14206376 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 9968397 68146 SH SOLE 68146 0 0 PINNACLE FINL PARTNERS INC COM 72348N109 2701867 31366 SH SOLE 31366 0 0 QUANTUM COMPUTING INC COM 74766W108 10873348 1587350 SH SOLE 1587350 0 0 RIGETTI COMPUTING INC COMMON STOCK 76655K103 8698510 619552 SH SOLE 619552 0 0 SALESFORCE INC COM 79466L302 3066055 16425 SH SOLE 16425 0 0 SCIENCE APPLICATIONS INTL CO COM 808625107 2686141 28299 SH SOLE 28299 0 0 SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 3049172 86575 SH SOLE 86575 0 0 SHOPIFY INC CL A SUB VTG SHS 82509L107 9762663 82302 SH SOLE 82302 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 3564395 66562 SH SOLE 66562 0 0 SOLVENTUM CORP COM SHS 83444M101 3474482 53208 SH SOLE 53208 0 0 TEXAS INSTRS INC COM 882508104 10760986 55429 SH SOLE 55429 0 0 TRAVEL PLUS LEISURE CO COM 894164102 2865504 41415 SH SOLE 41415 0 0 UNITED BANKSHARES INC WEST V COM 909907107 3240866 78244 SH SOLE 78244 0 0 UNITED PARCEL SVCS INC CL B 911312106 4102249 41698 SH SOLE 41698 0 0 UNIVERSAL HLTH SVCS INC CL B 913903100 3438372 19212 SH SOLE 19212 0 0 US BANCORP COM NEW 902973304 3951876 75983 SH SOLE 75983 0 0 WESTERN DIGITAL CORP COM 958102105 11896150 43980 SH SOLE 43980 0 0 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 3605166 17243 SH SOLE 17243 0 0 ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 1781508 297911 SH SOLE 297911 0 0