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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109 85,706,615 370,159 SH SOLE 370,159 0 0
ADC THERAPEUTICS SA SHS H0036K147 4,626,884 1,156,721 SH SOLE 1,156,721 0 0
ADOBE INC COM 00724F101 67,382,305 191,020 SH SOLE 191,020 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 2,342,435 13,106 SH SOLE 8,823 0 4,283
ALPHABET INC CAP STK CL A 02079K305 92,682,604 381,253 SH SOLE 381,253 0 0
ALPHABET INC CAP STK CL C 02079K107 31,443,036 129,103 SH SOLE 129,103 0 0
AMAZON COM INC COM 023135106 9,308,231 42,393 SH SOLE 42,393 0 0
AMER SPORTS INC COM SHS G0260P102 6,255,000 180,000 SH SOLE 180,000 0 0
AMPHENOL CORP NEW CL A 032095101 2,496,161 20,171 SH SOLE 20,171 0 0
APOGEE THERAPEUTICS INC COM 03770N101 3,723,813 93,728 SH SOLE 93,728 0 0
ARCUS BIOSCIENCES INC COM 03969F109 2,091,449 153,783 SH SOLE 153,783 0 0
ARISTA NETWORKS INC COM SHS 040413205 2,512,769 17,245 SH SOLE 17,245 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 3,829,149 111,022 SH SOLE 111,022 0 0
ARVINAS INC COM 04335A105 740,644 86,930 SH SOLE 86,930 0 0
AURA BIOSCIENCES INC COM 05153U107 836,784 135,402 SH SOLE 135,402 0 0
BEST BUY INC COM 086516101 304,900 4,032 SH SOLE 4,032 0 0
BICYCLE THERAPEUTICS PLC SPONSORED ADS 088786108 1,428,827 184,603 SH SOLE 184,603 0 0
BIONTECH SE SPONSORED ADS 09075V102 1,666,875 16,902 SH SOLE 16,902 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104 11,765,000 260,000 SH SOLE 260,000 0 0
BOISE CASCADE CO DEL COM 09739D100 387,373 5,010 SH SOLE 5,010 0 0
BOOKING HOLDINGS INC COM 09857L108 1,079,854 200 SH SOLE 200 0 0
BRIDGEBIO PHARMA INC COM 10806X102 3,232,953 62,244 SH SOLE 62,244 0 0
BRIGHT MINDS BIOSCIENCES INC COM NEW 10919W405 1,717,163 28,308 SH SOLE 28,308 0 0
BROADCOM INC COM 11135F101 70,290,955 213,061 SH SOLE 213,061 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 1,592,964 4,535 SH SOLE 4,535 0 0
CAMECO CORP COM 13321L108 56,568,749 674,490 SH SOLE 674,490 0 0
CENTESSA PHARMACEUTICALS PLC SPONSORED ADS 152309100 4,520,176 186,399 SH SOLE 186,399 0 0
CODEXIS INC COM 192005106 645,292 264,464 SH SOLE 264,464 0 0
COGENT BIOSCIENCES INC COM 19240Q201 3,152,077 219,504 SH SOLE 219,504 0 0
CORCEPT THERAPEUTICS INC COM 218352102 145,443 1,750 SH SOLE 1,750 0 0
CORE LABORATORIES INC COM 21867A105 293,649 23,758 SH SOLE 23,758 0 0
COSTAR GROUP INC COM 22160N109 4,640,350 55,000 SH SOLE 55,000 0 0
COUPANG INC CL A 22266T109 1,891,879 58,754 SH SOLE 58,754 0 0
CVS HEALTH CORP COM 126650100 299,298 3,970 SH SOLE 3,970 0 0
DINGDONG CAYMAN LTD ADS 25445D101 13,822,934 6,677,746 SH SOLE 6,149,205 0 528,541
DUTCH BROS INC CL A 26701L100 1,308,500 25,000 SH SOLE 25,000 0 0
E L F BEAUTY INC COM 26856L103 3,974,400 30,000 SH SOLE 30,000 0 0
ECOPETROL S A SPONSORED ADS 279158109 135,488 14,711 SH SOLE 14,711 0 0
FAIR ISAAC CORP COM 303250104 7,720,598 5,159 SH SOLE 5,159 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 4,422,000 60,000 SH SOLE 60,000 0 0
FLUTTER ENTMT PLC SHS G3643J108 5,924,760 23,000 SH SOLE 23,000 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106 275,126 1,582 SH SOLE 1,582 0 0
GENERAL MLS INC COM 370334104 276,957 5,493 SH SOLE 5,493 0 0
GLOBE LIFE INC COM 37959E102 148,260 1,037 SH SOLE 1,037 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 253,677 33,914 SH SOLE 33,914 0 0
GOSSAMER BIO INC COM 38341P102 2,009,754 764,165 SH SOLE 764,165 0 0
GRAB HOLDINGS LIMITED CLASS A ORD G4124C109 1,132,308 188,091 SH SOLE 188,091 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106 7,161,471 183,111 SH SOLE 176,742 0 6,369
HELLO GROUP INC ADS 423403104 145,885 19,661 SH SOLE 19,661 0 0
HERBALIFE LTD COM SHS G4412G101 136,846 16,214 SH SOLE 16,214 0 0
HOME DEPOT INC COM 437076102 5,672,660 14,000 SH SOLE 14,000 0 0
IDEAYA BIOSCIENCES INC COM 45166A102 4,541,812 166,917 SH SOLE 166,917 0 0
IDEXX LABS INC COM 45168D104 2,236,115 3,500 SH SOLE 3,500 0 0
IMMUNOVANT INC COM 45258J102 3,155,119 195,727 SH SOLE 195,727 0 0
INTEL CORP COM 458140100 1,490,392 44,423 SH SOLE 44,423 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 100,337,253 595,544 SH SOLE 595,544 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 2,167,277 4,846 SH SOLE 4,846 0 0
IQVIA HLDGS INC COM 46266C105 69,838,089 367,685 SH SOLE 367,685 0 0
JACKSON FINANCIAL INC COM CL A 46817M107 141,520 1,398 SH SOLE 1,398 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 289,565 2,197 SH SOLE 2,197 0 0
JD.COM INC SPON ADS CL A 47215P106 1,296,709 37,070 SH SOLE 8,420 0 28,650
JOHNSON & JOHNSON COM 478160104 79,170,075 426,977 SH SOLE 426,977 0 0
KLA CORP COM NEW 482480100 2,763,373 2,562 SH SOLE 2,562 0 0
KOHLS CORP COM 500255104 251,023 16,332 SH SOLE 16,332 0 0
KROGER CO COM 501044101 28,688,617 425,584 SH SOLE 425,584 0 0
KYNDRYL HLDGS INC COMMON STOCK 50155Q100 6,156 205 SH SOLE 205 0 0
LAM RESEARCH CORP COM NEW 512807306 77,041,909 575,369 SH SOLE 575,369 0 0
LEONARDO DRS INC COM 52661A108 838,175 18,462 SH SOLE 18,462 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 462,952 7,286 SH SOLE 7,286 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,940,179 5,169 SH SOLE 5,169 0 0
MBX BIOSCIENCES INC COM 55287L101 1,214,990 69,428 SH SOLE 69,428 0 0
MEIRAGTX HLDGS PLC COM G59665102 1,049,605 127,534 SH SOLE 127,534 0 0
MERCK & CO INC COM 58933Y105 78,792,309 938,786 SH SOLE 938,786 0 0
MERUS N V COM N5749R100 2,732,045 29,018 SH SOLE 29,018 0 0
META PLATFORMS INC CL A 30303M102 5,507,850 7,500 SH SOLE 7,500 0 0
MICRON TECHNOLOGY INC COM 595112103 78,689,090 470,291 SH SOLE 470,291 0 0
MICROSOFT CORP COM 594918104 4,440,385 8,573 SH SOLE 8,573 0 0
NETFLIX INC COM 64110L106 3,059,644 2,552 SH SOLE 2,552 0 0
NOAH HLDGS LTD SPON ADS 65487X102 14,954,403 1,290,285 SH SOLE 1,182,598 0 107,687
NOBLE CORP PLC ORD SHS A G65431127 269,989 9,547 SH SOLE 9,547 0 0
NVIDIA CORPORATION COM 67066G104 5,259,877 28,191 SH SOLE 28,191 0 0
ONEMAIN HLDGS INC COM 68268W103 268,016 4,747 SH SOLE 4,747 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108 856,279 4,694 SH SOLE 4,694 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 11,698,235 88,509 SH SOLE 81,315 0 7,194
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 855,815 72,404 SH SOLE 72,404 0 0
PROQR THRAPEUTICS N V SHS EURO N71542109 2,631,645 1,235,514 SH SOLE 1,235,514 0 0
REVOLUTION MEDICINES INC COM 76155X100 960,899 20,576 SH SOLE 20,576 0 0
ROGERS COMMUNICATIONS INC CL B 775109200 58,684,033 1,704,054 SH SOLE 1,704,054 0 0
ROIVANT SCIENCES LTD SHS G76279101 3,622,425 239,420 SH SOLE 239,420 0 0
SEMPRA COM 816851109 304,852 3,388 SH SOLE 3,388 0 0
SERVICENOW INC COM 81762P102 1,543,310 1,677 SH SOLE 1,677 0 0
SKYE BIOSCIENCE INC COM NEW 83086J200 916,063 233,095 SH SOLE 233,095 0 0
STOKE THERAPEUTICS INC COM 86150R107 773,174 32,901 SH SOLE 32,901 0 0
STRUCTURE THERAPEUTICS INC SPONSORED ADS 86366E106 3,437,224 122,758 SH SOLE 122,758 0 0
TARGET CORP COM 87612E106 293,229 3,269 SH SOLE 3,269 0 0
TE CONNECTIVITY PLC ORD SHS G87052109 2,147,662 9,783 SH SOLE 9,783 0 0
TERNS PHARMACEUTICALS INC COM 880881107 939,922 125,156 SH SOLE 125,156 0 0
THE CIGNA GROUP COM 125523100 287,097 996 SH SOLE 996 0 0
TIMKEN CO COM 887389104 271,926 3,617 SH SOLE 3,617 0 0
TRANSUNION COM 89400J107 51,488,004 614,562 SH SOLE 614,562 0 0
TRIP COM GROUP LTD ADS 89677Q107 35,653,523 474,116 SH SOLE 429,069 0 45,047
TYSON FOODS INC CL A 902494103 278,993 5,138 SH SOLE 5,138 0 0
UBER TECHNOLOGIES INC COM 90353T100 7,083,917 72,307 SH SOLE 72,307 0 0
UBS GROUP AG SHS H42097107 58,969,208 1,442,578 SH SOLE 1,442,578 0 0
UNITEDHEALTH GROUP INC COM 91324P102 287,980 834 SH SOLE 834 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 313,611 1,534 SH SOLE 1,534 0 0
VALARIS LTD CL A G9460G101 47,049,541 964,723 SH SOLE 964,723 0 0
VEEVA SYS INC CL A COM 922475108 3,309,780 11,110 SH SOLE 11,110 0 0
VERA THERAPEUTICS INC CL A 92337R101 4,642,364 159,751 SH SOLE 159,751 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 2,886,254 19,132 SH SOLE 19,132 0 0
VISA INC COM CL A 92826C839 8,298,606 24,309 SH SOLE 24,309 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 152,197 7,793 SH SOLE 7,793 0 0
WAVE LIFE SCIENCES LTD SHS Y95308105 1,960,252 267,794 SH SOLE 267,794 0 0
WHIRLPOOL CORP COM 963320106 258,437 3,288 SH SOLE 3,288 0 0
WINGSTOP INC COM 974155103 1,510,080 6,000 SH SOLE 6,000 0 0
WOLVERINE WORLD WIDE INC COM 978097103 5,488,000 200,000 SH SOLE 200,000 0 0
YUM BRANDS INC COM 988498101 66,011,168 434,284 SH SOLE 434,284 0 0
ZOETIS INC CL A 98978V103 5,852,800 40,000 SH SOLE 40,000 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105 43,117,920 2,245,725 SH SOLE 2,037,464 0 208,261
ZYMEWORKS INC COM 98985Y108 2,131,311 124,784 SH SOLE 124,784 0 0