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 6,546,884 30,102 SH SOLE 30,102 0 0
ABSCI CORPORATION COM 00091E109 713,292 237,764 SH SOLE 237,764 0 0
ADC THERAPEUTICS SA SHS H0036K147 3,715,418 990,778 SH SOLE 990,778 0 0
ADOBE INC COM 00724F101 4,514,239 18,571 SH SOLE 18,571 0 0
ADVANCED MICRO DEVICES INC COM 007903107 1,466,730 7,210 SH SOLE 7,210 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 537,345 4,283 SH SOLE 0 0 4,283
ALPHABET INC CAP STK CL A 02079K305 3,450,720 12,000 SH SOLE 12,000 0 0
ALPHABET INC CAP STK CL C 02079K107 7,054,461 24,592 SH SOLE 24,592 0 0
AMER SPORTS INC COM SHS G0260P102 4,938,000 150,000 SH SOLE 150,000 0 0
AMPHENOL CORP CL A 032095101 1,192,744 9,440 SH SOLE 9,440 0 0
APOGEE THERAPEUTICS INC COM 03770N101 4,908,289 58,314 SH SOLE 58,314 0 0
ARCUS BIOSCIENCES INC COM 03969F109 2,899,087 134,217 SH SOLE 134,217 0 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 4,059,950 64,752 SH SOLE 64,752 0 0
ARVINAS INC COM 04335A105 768,786 72,527 SH SOLE 72,527 0 0
ASTRAZENECA PLC ORD G0593M107 9,319,429 48,088 SH SOLE 48,088 0 0
AURA BIOSCIENCES INC COM 05153U107 748,377 111,865 SH SOLE 111,865 0 0
BICYCLE THERAPEUTICS PLC SPONSORED ADS 088786108 856,558 184,603 SH SOLE 184,603 0 0
BIRKENSTOCK HOLDING PLC COM SHS M2029K104 9,853,250 275,000 SH SOLE 275,000 0 0
BOOKING HOLDINGS INC COM 09857L108 2,105,160 500 SH SOLE 500 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,118,644 17,827 SH SOLE 17,827 0 0
BRIDGEBIO PHARMA INC COM 10806X102 3,658,716 49,269 SH SOLE 49,269 0 0
BRIGHT MINDS BIOSCIENCES INC COM NEW 10919W405 1,395,697 19,127 SH SOLE 19,127 0 0
BROADCOM INC COM 11135F101 8,104,829 26,186 SH SOLE 26,186 0 0
C4 THERAPEUTICS INC COM STK 12529R107 1,011,935 384,766 SH SOLE 384,766 0 0
CAMECO CORP COM 13321L108 4,600,285 42,356 SH SOLE 42,356 0 0
CATERPILLAR INC COM 149123101 6,021,910 8,500 SH SOLE 8,500 0 0
CAVA GROUP INC COM 148929102 3,640,500 45,000 SH SOLE 45,000 0 0
CENTESSA PHARMACEUTICALS PLC SPONSORED ADS 152309100 5,471,073 137,741 SH SOLE 137,741 0 0
CODEXIS INC COM 192005106 431,076 264,464 SH SOLE 264,464 0 0
COGENT BIOSCIENCES INC COM 19240Q201 4,313,420 112,066 SH SOLE 112,066 0 0
COSTAR GROUP INC COM 22160N109 3,126,350 77,500 SH SOLE 77,500 0 0
DEFINIUM THERAPEUTICS INC COM SHS 24477V105 1,323,000 70,000 SH SOLE 70,000 0 0
DINGDONG CAYMAN LTD ADS 25445D101 16,670,323 6,486,507 SH SOLE 5,882,069 0 604,438
DUTCH BROS INC CL A 26701L100 2,659,650 52,500 SH SOLE 52,500 0 0
E L F BEAUTY INC COM 26856L103 4,394,225 72,500 SH SOLE 72,500 0 0
ECHOSTAR CORP CL A 278768106 1,464,429 12,509 SH SOLE 12,509 0 0
FAIR ISAAC CORP COM 303250104 3,629,636 3,400 SH SOLE 3,400 0 0
FLOOR & DECOR HLDGS INC CL A 339750101 3,429,000 67,500 SH SOLE 67,500 0 0
GE VERNOVA INC COM 36828A101 2,659,726 3,047 SH SOLE 3,047 0 0
GLOBALSTAR INC COM NEW 378973507 941,039 14,168 SH SOLE 14,168 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106 5,934,019 117,996 SH SOLE 113,914 0 4,082
HOME DEPOT INC COM 437076102 3,782,235 11,500 SH SOLE 11,500 0 0
IDEAYA BIOSCIENCES INC COM 45166A102 3,053,345 91,637 SH SOLE 91,637 0 0
IDEXX LABS INC COM 45168D104 1,685,670 3,000 SH SOLE 3,000 0 0
IMMUNOVANT INC COM 45258J102 4,515,266 181,774 SH SOLE 181,774 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104 3,761,037 23,913 SH SOLE 23,913 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 2,233,958 4,846 SH SOLE 4,846 0 0
IQVIA HLDGS INC COM 46266C105 4,554,782 26,708 SH SOLE 26,708 0 0
JD.COM INC SPON ADS CL A 47215P106 847,181 28,650 SH SOLE 0 0 28,650
JOHNSON & JOHNSON COM 478160104 6,802,765 27,830 SH SOLE 27,830 0 0
KLA CORP COM NEW 482480100 2,146,774 1,458 SH SOLE 1,458 0 0
KROGER CO COM 501044101 4,395,363 60,743 SH SOLE 60,743 0 0
LAM RESEARCH CORP COM NEW 512807306 9,922,157 46,439 SH SOLE 46,439 0 0
MASTERCARD INCORPORATED CL A 57636Q104 2,842,566 5,689 SH SOLE 5,689 0 0
MBX BIOSCIENCES INC COM 55287L101 1,301,370 43,597 SH SOLE 43,597 0 0
MEIRAGTX HLDGS PLC COM G59665102 813,365 93,922 SH SOLE 93,922 0 0
MERCK & CO INC COM 58933Y105 7,616,282 63,316 SH SOLE 63,316 0 0
META PLATFORMS INC CL A 30303M102 2,860,650 5,000 SH SOLE 5,000 0 0
MICRON TECHNOLOGY INC COM 595112103 7,991,943 23,656 SH SOLE 23,656 0 0
MICROSOFT CORP COM 594918104 1,530,283 4,134 SH SOLE 4,134 0 0
MODINE MFG CO COM 607828100 787,307 3,633 SH SOLE 3,633 0 0
MOTOROLA SOLUTIONS INC COM NEW 620076307 2,734,879 6,302 SH SOLE 6,302 0 0
NETFLIX INC. COM 64110L106 4,809,711 50,023 SH SOLE 50,023 0 0
NOAH HLDGS LTD SPON ADS 65487X102 9,836,759 993,612 SH SOLE 885,925 0 107,687
NVIDIA CORPORATION COM 67066G104 4,916,510 28,191 SH SOLE 28,191 0 0
PALISADE BIO INC COM 696389402 2,154,975 1,231,414 SH SOLE 1,231,414 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102 8,015,510 78,445 SH SOLE 71,251 0 7,194
PROQR THRAPEUTICS N V SHS EURO N71542109 2,001,533 1,235,514 SH SOLE 1,235,514 0 0
REVOLUTION MEDICINES INC COM 76155X100 2,024,064 20,813 SH SOLE 20,813 0 0
ROGERS COMMUNICATIONS INC CL B 775109200 5,640,132 147,160 SH SOLE 147,160 0 0
ROIVANT SCIENCES LTD SHS G76279101 2,559,397 92,397 SH SOLE 92,397 0 0
SKYE BIOSCIENCE INC COM NEW 83086J200 143,260 233,095 SH SOLE 233,095 0 0
STOKE THERAPEUTICS INC COM 86150R107 1,328,936 40,815 SH SOLE 40,815 0 0
STRUCTURE THERAPEUTICS INC SPONSORED ADS 86366E106 3,222,845 66,864 SH SOLE 66,864 0 0
TERNS PHARMACEUTICALS INC COM 880881107 5,837,896 110,734 SH SOLE 110,734 0 0
TRANSUNION COM 89400J107 3,085,528 44,595 SH SOLE 44,595 0 0
TRIP COM GROUP LTD ADS 89677Q107 18,906,159 379,718 SH SOLE 334,671 0 45,047
UBS GROUP AG SHS H42097107 4,497,434 117,507 SH SOLE 117,507 0 0
VALARIS LTD CL A G9460G101 4,505,526 45,956 SH SOLE 45,956 0 0
VEEVA SYS INC CL A COM 922475108 1,951,583 11,110 SH SOLE 11,110 0 0
VERA THERAPEUTICS INC CL A 92337R101 4,573,628 113,687 SH SOLE 113,687 0 0
VERTIV HOLDINGS CO COM CL A 92537N108 2,537,624 10,127 SH SOLE 10,127 0 0
VISA INC COM CL A 92826C839 4,533,600 15,000 SH SOLE 15,000 0 0
WAVE LIFE SCIENCES LTD SHS Y95308105 1,995,700 275,269 SH SOLE 275,269 0 0
WINGSTOP INC COM 974155103 1,859,640 12,000 SH SOLE 12,000 0 0
YUM BRANDS INC COM 988498101 6,195,412 39,847 SH SOLE 39,847 0 0
ZOETIS INC CL A 98978V103 4,964,820 42,000 SH SOLE 42,000 0 0
ZTO EXPRESS CAYMAN INC SPONSORED ADS A 98980A105 50,192,177 1,994,127 SH SOLE 1,785,866 0 208,261
ZYMEWORKS INC COM 98985Y108 2,633,807 105,184 SH SOLE 105,184 0 0