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
ABEONA THERAPEUTICS INC COM NEW 00289Y206 BBG000DT5D52 2,960,866 560,770 SH   SOLE   560,770 0 0
ABIVAX SA SPONSORED ADS 00370M103 BBG01JLQNZ03 8,605,889 101,365 SH   SOLE   101,365 0 0
ACADIA RLTY TR COM SH BEN INT 004239109 BBG000BJGD54 9,230,715 458,100 SH   SOLE   458,100 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG000D9D830 14,105,520 57,200 SH   SOLE   57,200 0 0
ADVANCED MICRO DEVICES INC COM 007903107 BBG000BBQCY0 11,810,670 73,000 SH   SOLE   73,000 0 0
AIR PRODS & CHEMS INC COM 009158106 BBG000BC4JJ4 16,717,736 61,300 SH   SOLE   61,300 0 0
AKERO THERAPEUTICS INC COM 00973Y108 BBG00L9211Y8 5,253,662 110,650 SH   SOLE   110,650 0 0
ALEXANDRIA REAL ESTATE EQ IN COM 015271109 BBG000BC33T9 14,663,590 175,949 SH   SOLE   175,949 0 0
ALX ONCOLOGY HLDGS INC COM 00166B105 BBG00VR8SDG8 76,769 41,950 SH   SOLE   41,950 0 0
AMAZON COM INC COM 023135106 BBG000BVPV84 34,605,989 157,608 SH   SOLE   157,608 0 0
AMCOR PLC ORD G0250X107 BBG00LNJRQ09 37,880,598 4,630,880 SH   SOLE   4,630,880 0 0
AMERICA MOVIL SAB DE CV SPON ADS RP CL B 02390A101 BBG01FRH5MK2 30,111,900 1,433,900 SH   SOLE   1,433,900 0 0
ARES CAPITAL CORP COM 04010L103 BBG000PD6X77 12,327,640 604,000 SH   SOLE   604,000 0 0
BAIDU INC SPON ADR REP A 056752108 BBG000QXWHD1 32,470,895 246,421 SH   SOLE   246,421 0 0
BICARA THERAPEUTICS INC COM 055477103 BBG00Z15DGK7 6,077,334 384,885 SH   SOLE   384,885 0 0
BLACKSTONE SECD LENDING FD COMMON STOCK 09261X102 BBG00MS80PM3 13,662,453 524,068 SH   SOLE   524,068 0 0
BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 BBG000R2YFG7 4,947,525 49,500 SH   SOLE   49,500 0 0
BXP INC COM 101121101 BBG000BS5CM9 6,781,592 91,224 SH   SOLE   91,224 0 0
CLIMB BIO INC COM 28658R106 BBG00ZNKL0K6 931,945 463,654 SH   SOLE   463,654 0 0
CROWN HLDGS INC COM 228368106 BBG000BF6756 16,033,940 166,000 SH   SOLE   166,000 0 0
DANAHER CORPORATION COM 235851102 BBG000BH3JF8 11,717,166 59,100 SH   SOLE   59,100 0 0
DBV TECHNOLOGIES S A SPONSORED ADS 23306J309 BBG0076D3T39 370,950 37,095 SH   SOLE   37,095 0 0
DOW INC COM 260557103 BBG00BN96922 15,248,450 665,000 SH   SOLE   665,000 0 0
EMPIRE ST RLTY TR INC CL A 292104106 BBG002N8HMW0 6,137,958 801,300 SH   SOLE   801,300 0 0
EXELIXIS INC COM 30161Q104 BBG000BQ4WF8 1,412,460 34,200 SH   SOLE   34,200 0 0
FEDERAL RLTY INVT TR NEW SH BEN INT NEW 313745101 BBG000BJVN28 6,483,840 64,000 SH   SOLE   64,000 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 BBG01BFR8YV1 23,205,900 309,000 SH   SOLE   309,000 0 0
GERON CORP COM 374163103 BBG000GX1891 1,881,764 1,373,550 SH   SOLE   1,373,550 0 0
HONEYWELL INTL INC COM 438516106 BBG000H556T9 16,755,800 79,600 SH   SOLE   79,600 0 0
IMMUNOME INC COM 45257U108 BBG00BR93ZG8 6,933,526 592,103 SH   SOLE   592,103 0 0
INTEL CORP COM 458140100 BBG000C0G1D1 22,290,620 664,400 SH   SOLE   664,400 0 0
INTUIT COM 461202103 BBG000BH5DV1 26,681,294 39,070 SH   SOLE   39,070 0 0
IQIYI INC SPONSORED ADS 46267X108 BBG00K6DZBD3 4,611,712 1,801,450 SH   SOLE   1,801,450 0 0
ISHARES INC MSCI BRAZIL ETF 464286400 BBG000CPLR52 62,155,000 2,005,000 SH   SOLE   2,005,000 0 0
ISHARES INC MSCI THAILND ETF 464286624 BBG000VD5B51 25,204,920 428,000 SH   SOLE   428,000 0 0
ISHARES INC MSCI STH KOR ETF 464286772 BBG000CDKWX8 73,756,080 920,800 SH   SOLE   920,800 0 0
ISHARES TR MSCI INDONIA ETF 46429B309 BBG000QVL5M3 11,040,705 629,100 SH   SOLE   629,100 0 0
ISHARES TR CORE S&P MCP ETF 464287507 BBG000BWC7P0 23,428,340 359,000 SH   SOLE   359,000 0 0
ISHARES TR INTL SEL DIV ETF 464288448 BBG000PQKHX8 986,850 27,000 SH   SOLE   27,000 0 0
JD.COM INC SPON ADS CL A 47215P106 BBG005YHY0Q7 16,814,886 480,700 SH   SOLE   480,700 0 0
JOYY INC ADS REPSTG COM A 46591M109 BBG003H0XV18 16,275,997 277,700 SH   SOLE   277,700 0 0
KALVISTA PHARMACEUTICALS INC COM 483497103 BBG0026ZG5B0 1,882,078 154,522 SH   SOLE   154,522 0 0
KANZHUN LIMITED SPONSORED ADS 48553T106 BBG01163M5L4 19,015,040 814,000 SH   SOLE   814,000 0 0
KILROY RLTY CORP COM 49427F108 BBG000BLMXN8 3,270,150 77,400 SH   SOLE   77,400 0 0
KURA ONCOLOGY INC COM 50127T109 BBG008974342 2,043,288 230,880 SH   SOLE   230,880 0 0
MERUS N V COM N5749R100 BBG00B8LXMS5 14,154,323 150,338 SH   SOLE   150,338 0 0
MICROSOFT CORP COM 594918104 BBG000BPH459 22,537,040 43,512 SH   SOLE   43,512 0 0
MIRUM PHARMACEUTICALS INC COM 604749101 BBG00MH7T2M7 11,455,787 156,265 SH   SOLE   156,265 0 0
NVIDIA CORPORATION COM 67066G104 BBG000BBJQV0 30,606,583 164,040 SH   SOLE   164,040 0 0
ORACLE CORP COM 68389X105 BBG000BQLTW7 15,299,456 54,400 SH   SOLE   54,400 0 0
PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXV6 18,689,622 278,700 SH   SOLE   278,700 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 BBG00LBLDDR2 14,287,577 108,100 SH   SOLE   108,100 0 0
PPG INDS INC COM 693506107 BBG000BRJ809 26,077,791 248,100 SH   SOLE   248,100 0 0
PROTAGONIST THERAPEUTICS INC COM 74366E102 BBG002B63KM7 9,625,176 144,892 SH   SOLE   144,892 0 0
RECURSION PHARMACEUTICALS IN CL A 75629V104 BBG00PQ4XJ45 338,296 69,323 SH   SOLE   69,323 0 0
REPLIMUNE GROUP INC COM 76029N106 BBG00L8Z22R1 1,950,558 465,527 SH   SOLE   465,527 0 0
SCHOLAR ROCK HLDG CORP COM 80706P103 BBG00KT2RRM6 1,401,788 37,642 SH   SOLE   37,642 0 0
SOLENO THERAPEUTICS INC COM 834203309 BBG0024L5B86 8,372,260 123,850 SH   SOLE   123,850 0 0
SPDR SERIES TRUST S&P REGL BKG 78464A698 BBG000D82H52 33,662,940 531,800 SH   SOLE   531,800 0 0
SPDR SERIES TRUST S&P BK ETF 78464A797 BBG000KMKPY3 23,084,670 388,500 SH   SOLE   388,500 0 0
SPDR SERIES TRUST PRTFLO S&P500 HI 78468R788 BBG00B6WD888 981,200 22,300 SH   SOLE   22,300 0 0
TARGET CORP COM 87612E106 BBG000H8TVT2 5,740,800 64,000 SH   SOLE   64,000 0 0
TOURMALINE BIO INC COM 89157D105 BBG00NX995R3 10,861,715 227,090 SH   SOLE   227,090 0 0
TREVI THERAPEUTICS INC COM 89532M101 BBG003QGQRB9 819,611 89,575 SH   SOLE   89,575 0 0
VAXCYTE INC COM 92243G108 BBG009PHHPL8 3,755,085 104,250 SH   SOLE   104,250 0 0
VERONA PHARMA PLC SPONSORED ADS 925050106 BBG00GD4KBL1 8,144,107 76,320 SH   SOLE   76,320 0 0
VORNADO RLTY TR SH BEN INT 929042109 BBG000BWHD54 3,975,993 98,100 SH   SOLE   98,100 0 0
XENON PHARMACEUTICALS INC COM 98420N105 BBG0073DM784 6,367,991 158,605 SH   SOLE   158,605 0 0
ZAI LAB LTD ADR 98887Q104 BBG00HFX3N90 9,149,453 269,975 SH   SOLE   269,975 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 BBG009NRSWJ4 18,148,357 235,540 SH   SOLE   235,540 0 0
ZOOM COMMUNICATIONS INC CL A 98980L101 BBG0042V6JM8 23,570,250 285,700 SH   SOLE   285,700 0 0