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 6,878,006 30,102 SH SOLE 30,102 0 0
ABSCI CORPORATION COM 00091E109 829,796 237,764 SH SOLE 237,764 0 0
ADC THERAPEUTICS SA SHS H0036K147 3,497,446 990,778 SH SOLE 990,778 0 0
ADOBE INC COM 00724F101 4,845,962 13,846 SH SOLE 13,846 0 0
ADVANCED MICRO DEVICES INC COM 007903107 1,544,094 7,210 SH SOLE 7,210 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 781,711 5,333 SH SOLE 1,050 0 4,283
ALLISON TRANSMISSION HLDGS I COM 01973R101 61,873 632 SH SOLE 632 0 0
ALPHABET INC CAP STK CL A 02079K305 5,008,000 16,000 SH SOLE 16,000 0 0
ALPHABET INC CAP STK CL C 02079K107 11,561,333 36,843 SH SOLE 36,843 0 0
AMAZON COM INC COM 023135106 7,173,886 31,080 SH SOLE 31,080 0 0
AMER SPORTS INC COM SHS G0260P102 5,976,000 160,000 SH SOLE 160,000 0 0
APOGEE THERAPEUTICS INC COM 03770N101 5,224,122 69,212 SH SOLE 69,212 0 0
ARCUS BIOSCIENCES INC COM 03969F109 3,198,391 134,217 SH SOLE 134,217 0 0
ARISTA NETWORKS INC COM SHS 040413205 1,632,110 12,456 SH SOLE 12,456 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 5,940,843 89,484 SH SOLE 89,484 0 0
ARVINAS INC COM 04335A105 860,170 72,527 SH SOLE 72,527 0 0
AURA BIOSCIENCES INC COM 05153U107 609,664 111,865 SH SOLE 111,865 0 0
BEST BUY INC COM 086516101 57,091 853 SH SOLE 853 0 0
BICYCLE THERAPEUTICS PLC SPONSORED ADS 088786108 1,306,989 184,603 SH SOLE 184,603 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104 10,126,840 247,600 SH SOLE 247,600 0 0
BOISE CASCADE CO DEL COM 09739D100 103,261 1,403 SH SOLE 1,403 0 0
BOOKING HOLDINGS INC COM 09857L108 1,071,066 200 SH SOLE 200 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,864,474 19,554 SH SOLE 19,554 0 0
BRIDGEBIO PHARMA INC COM 10806X102 3,652,856 47,756 SH SOLE 47,756 0 0
BRIGHT MINDS BIOSCIENCES INC COM NEW 10919W405 1,695,809 21,730 SH SOLE 21,730 0 0
BROADCOM INC COM 11135F101 10,685,491 30,874 SH SOLE 30,874 0 0
CAMECO CORP COM 13321L108 3,875,150 42,356 SH SOLE 42,356 0 0
CATERPILLAR INC COM 149123101 3,150,785 5,500 SH SOLE 5,500 0 0
CAVA GROUP INC COM 148929102 2,200,875 37,500 SH SOLE 37,500 0 0
CENTESSA PHARMACEUTICALS PLC SPONSORED ADS 152309100 3,879,076 155,101 SH SOLE 155,101 0 0
CODEXIS INC COM 192005106 431,076 264,464 SH SOLE 264,464 0 0
COGENT BIOSCIENCES INC COM 19240Q201 4,306,054 121,229 SH SOLE 121,229 0 0
CORE LABORATORIES INC COM 21867A105 67,262 4,196 SH SOLE 4,196 0 0
COSTAR GROUP INC COM 22160N109 4,370,600 65,000 SH SOLE 65,000 0 0
COUPANG INC CL A 22266T109 1,126,069 47,735 SH SOLE 47,735 0 0
CVS HEALTH CORP COM 126650100 65,869 830 SH SOLE 830 0 0
DINGDONG CAYMAN LTD ADS 25445D101 16,087,614 6,460,889 SH SOLE 5,882,069 0 578,820
DOW INC COM 260557103 65,417 2,798 SH SOLE 2,798 0 0
DUTCH BROS INC CL A 26701L100 2,295,750 37,500 SH SOLE 37,500 0 0
E L F BEAUTY INC COM 26856L103 3,193,680 42,000 SH SOLE 42,000 0 0
ECOPETROL S A SPONSORED ADS 279158109 31,132 3,107 SH SOLE 3,107 0 0
FAIR ISAAC CORP COM 303250104 6,524,103 3,859 SH SOLE 3,859 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 4,195,321 68,900 SH SOLE 68,900 0 0
FUTU HLDGS LTD SPON ADS CL A 36118L106 64,042 390 SH SOLE 390 0 0
GE VERNOVA INC COM 36828A101 1,991,428 3,047 SH SOLE 3,047 0 0
GENERAL MLS INC COM 370334104 60,543 1,302 SH SOLE 1,302 0 0
GLOBE LIFE INC COM 37959E102 34,266 245 SH SOLE 245 0 0
GOODYEAR TIRE & RUBR CO COM 382550101 72,217 8,244 SH SOLE 8,244 0 0
GOSSAMER BIO INC COM 38341P102 1,742,048 561,951 SH SOLE 561,951 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106 5,551,712 117,996 SH SOLE 113,914 0 4,082
HELLO GROUP INC ADS 423403104 26,508 4,047 SH SOLE 4,047 0 0
HERBALIFE LTD COM SHS G4412G101 48,763 3,783 SH SOLE 3,783 0 0
HOME DEPOT INC COM 437076102 4,576,530 13,300 SH SOLE 13,300 0 0
HP INC COM 40434L105 59,465 2,669 SH SOLE 2,669 0 0
HUNTSMAN CORP COM 447011107 67,610 6,761 SH SOLE 6,761 0 0
IDEAYA BIOSCIENCES INC COM 45166A102 4,169,280 120,604 SH SOLE 120,604 0 0
IDEXX LABS INC COM 45168D104 2,029,590 3,000 SH SOLE 3,000 0 0
IMMUNOVANT INC COM 45258J102 4,620,695 181,774 SH SOLE 181,774 0 0
INTEL CORP COM 458140100 201,216 5,453 SH SOLE 5,453 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 5,159,398 31,856 SH SOLE 31,856 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 2,744,581 4,846 SH SOLE 4,846 0 0
IQVIA HLDGS INC COM 46266C105 6,020,250 26,708 SH SOLE 26,708 0 0
JACKSON FINANCIAL INC COM CL A 46817M107 36,474 342 SH SOLE 342 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 76,840 452 SH SOLE 452 0 0
JD.COM INC SPON ADS CL A 47215P106 885,481 30,853 SH SOLE 2,203 0 28,650
JOHNSON & JOHNSON COM 478160104 5,759,419 27,830 SH SOLE 27,830 0 0
KLA CORP COM NEW 482480100 2,477,548 2,039 SH SOLE 2,039 0 0
KROGER CO COM 501044101 4,165,292 66,666 SH SOLE 66,666 0 0
LAM RESEARCH CORP COM NEW 512807306 9,559,547 55,845 SH SOLE 55,845 0 0
LIBERTY BROADBAND CORP COM SER C 530307305 100,116 2,060 SH SOLE 2,060 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 59,667 1,378 SH SOLE 1,378 0 0
MAGNUM ICE CREAM CO NV ORD SHS N5505D105 346,668 21,682 SH SOLE 21,682 0 0
MASTERCARD INCORPORATED CL A 57636Q104 3,247,736 5,689 SH SOLE 5,689 0 0
MATADOR RES CO COM 576485205 66,758 1,573 SH SOLE 1,573 0 0
MBX BIOSCIENCES INC COM 55287L101 1,375,049 43,597 SH SOLE 43,597 0 0
MEIRAGTX HLDGS PLC COM G59665102 746,680 93,922 SH SOLE 93,922 0 0
MERCK & CO INC COM 58933Y105 6,664,642 63,316 SH SOLE 63,316 0 0
META PLATFORMS INC CL A 30303M102 4,620,630 7,000 SH SOLE 7,000 0 0
MICRON TECHNOLOGY INC COM 595112103 7,112,417 24,920 SH SOLE 24,920 0 0
MICROSOFT CORP COM 594918104 4,146,074 8,573 SH SOLE 8,573 0 0
MIND MEDICINE MINDMED INC COM NEW 60255C885 937,300 70,000 SH SOLE 70,000 0 0
MODINE MFG CO COM 607828100 2,330,417 17,455 SH SOLE 17,455 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 1,638,693 4,275 SH SOLE 4,275 0 0
NOAH HLDGS LTD SPON ADS 65487X102 10,631,476 1,058,912 SH SOLE 951,225 0 107,687
NOBLE CORP PLC ORD SHS A G65431127 55,492 1,965 SH SOLE 1,965 0 0
NVIDIA CORPORATION COM 67066G104 5,257,622 28,191 SH SOLE 28,191 0 0
ONEMAIN HLDGS INC COM 68268W103 73,697 1,091 SH SOLE 1,091 0 0
PALISADE BIO INC COM 696389402 1,560,604 664,087 SH SOLE 664,087 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 8,894,879 78,445 SH SOLE 71,251 0 7,194
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 181,988 16,148 SH SOLE 16,148 0 0
PONY AI INC SPONSORED ADS 732908108 240,004 16,552 SH SOLE 16,552 0 0
POWER SOLUTIONS INTL INC COM NEW 73933G202 1,142,800 20,000 SH SOLE 20,000 0 0
PROQR THRAPEUTICS N V SHS EURO N71542109 2,495,738 1,235,514 SH SOLE 1,235,514 0 0
REVOLUTION MEDICINES INC COM 76155X100 1,485,632 18,652 SH SOLE 18,652 0 0
ROGERS COMMUNICATIONS INC CL B 775109200 5,561,978 147,160 SH SOLE 147,160 0 0
ROIVANT SCIENCES LTD SHS G76279101 4,104,468 189,146 SH SOLE 189,146 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107 1,313,676 8,161 SH SOLE 8,161 0 0
SKYE BIOSCIENCE INC COM NEW 83086J200 174,751 233,095 SH SOLE 233,095 0 0
STOKE THERAPEUTICS INC COM 86150R107 1,295,468 40,815 SH SOLE 40,815 0 0
STRUCTURE THERAPEUTICS INC SPONSORED ADS 86366E106 6,111,637 87,874 SH SOLE 87,874 0 0
TARGET CORP COM 87612E106 65,786 673 SH SOLE 673 0 0
TERNS PHARMACEUTICALS INC COM 880881107 4,473,654 110,734 SH SOLE 110,734 0 0
THE CAMPBELLS COMPANY COM 134429109 64,129 2,301 SH SOLE 2,301 0 0
THE CIGNA GROUP COM 125523100 62,752 228 SH SOLE 228 0 0
TRANSUNION COM 89400J107 3,824,021 44,595 SH SOLE 44,595 0 0
TRIP COM GROUP LTD ADS 89677Q107 31,907,761 443,718 SH SOLE 398,671 0 45,047
UBER TECHNOLOGIES INC COM 90353T100 5,165,461 63,217 SH SOLE 63,217 0 0
UBS GROUP AG SHS H42097107 5,481,584 117,507 SH SOLE 117,507 0 0
UNITEDHEALTH GROUP INC COM 91324P102 66,352 201 SH SOLE 201 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 62,136 285 SH SOLE 285 0 0
VALARIS LTD CL A G9460G101 2,316,182 45,956 SH SOLE 45,956 0 0
VEEVA SYS INC CL A COM 922475108 2,480,085 11,110 SH SOLE 11,110 0 0
VERA THERAPEUTICS INC CL A 92337R101 6,045,606 119,384 SH SOLE 119,384 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 1,951,410 12,045 SH SOLE 12,045 0 0
VISA INC COM CL A 92826C839 5,155,437 14,700 SH SOLE 14,700 0 0
VISTA ENERGY S.A.B. DE C.V. SPONSORED ADS 92837L109 66,664 1,370 SH SOLE 1,370 0 0
WAVE LIFE SCIENCES LTD SHS Y95308105 3,921,679 230,687 SH SOLE 230,687 0 0
WHIRLPOOL CORP COM 963320106 66,297 919 SH SOLE 919 0 0
WINGSTOP INC COM 974155103 1,907,920 8,000 SH SOLE 8,000 0 0
WOLVERINE WORLD WIDE INC COM 978097103 3,630,000 200,000 SH SOLE 200,000 0 0
YUM BRANDS INC COM 988498101 6,028,054 39,847 SH SOLE 39,847 0 0
ZOETIS INC CL A 98978V103 5,284,440 42,000 SH SOLE 42,000 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105 41,657,313 1,994,127 SH SOLE 1,785,866 0 208,261
ZYMEWORKS INC COM 98985Y108 2,769,495 105,184 SH SOLE 105,184 0 0