Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NTRA	Natera Inc	3,186,306	$865K	16.6%	—	—	COM	632307104
TSM	Taiwan Semiconductor Manufac	589,680	$282K	5.4%	—	—	SPONSORED ADS	874039100
STM	Stmicroelectronics N V	3,102,880	$232K	4.5%	—	—	NY REGISTRY	861012102
RSP	Invesco Exchange Traded Fd T	821,000	$175K	3.4%	—	—	Call	46137V357
INSM	Insmed Inc	1,424,690	$152K	2.9%	—	—	COM PAR $.01	457669307
EWZ	Ishares Inc	4,228,000	$146K	2.8%	—	—	Call	464286400
INSM	Insmed Inc	1,350,000	$144K	2.8%	—	—	Call	457669307
YPF	Ypf Sociedad Anonima	3,138,897	$143K	2.7%	—	—	SPON ADR CL D	984245100
AMZN	Amazon Com Inc	541,600	$129K	2.5%	—	—	COM	023135106
TBBB	Bbb Foods Inc	2,901,733	$121K	2.3%	—	—	CL A COM	G0896C103
GOOGL	Alphabet Inc	336,300	$120K	2.3%	—	—	CAP STK CL A	02079K305
EWZ	Ishares Inc	3,436,170	$119K	2.3%	—	—	MSCI BRAZIL ETF	464286400
STX	Seagate Technology Hldngs Pl	122,000	$118K	2.3%	—	—	ORD SHS	G7997R103
FOXA	Fox Corp	2,204,600	$115K	2.2%	—	—	CL A COM	35137L105
AMZN	Amazon Com Inc	459,300	$109K	2.1%	—	—	Call	023135106
UAL	United Airls Hldgs Inc	794,795	$108K	2.1%	—	—	COM	910047109
SE	Sea Ltd	1,099,905	$105K	2.0%	—	—	SPONSORD ADS	81141R100
CDW	Cdw Corp	743,950	$105K	2.0%	—	—	COM	12514G108
NAMS	Newamsterdam Pharma Company	3,070,146	$104K	2.0%	—	—	ORDINARY SHARES	N62509109
IWM	Ishares Tr	330,000	$99,149	1.9%	—	—	Call	464287655
SNDK	Sandisk Corp	34,900	$79,353	1.5%	—	—	COM	80004C200
RVMD	Revolution Medicines Inc	399,587	$74,835	1.4%	—	—	COM	76155X100
SPY	State Str Spdr S&P 500 Etf T	90,000	$67,209	1.3%	—	—	Call	78462F103
BTDR	Bitdeer Technologies Group	4,074,993	$64,670	1.2%	—	—	CL A ORD SHS	G11448100
CRH	Crh Plc	553,555	$59,230	1.1%	—	—	ORD	G25508105
DAL	Delta Air Lines Inc	603,000	$56,477	1.1%	—	—	COM NEW	247361702
TSLA	Tesla Inc	126,000	$52,996	1.0%	—	—	Call	88160R101
FLR	Fluor Corp	982,200	$51,457	1.0%	—	—	COM	343412102
DHI	D R Horton Inc	299,000	$48,701	0.9%	—	—	COM	23331A109
CPNG	Coupang Inc	2,667,485	$46,334	0.9%	—	—	CL A	22266T109
AMD	Advanced Micro Devices Inc	72,900	$42,348	0.8%	—	—	COM	007903107
PANW	Palo Alto Networks Inc	116,650	$39,780	0.8%	—	—	COM	697435105
CLF	Cleveland-Cliffs Inc New	4,216,184	$39,590	0.8%	—	—	COM	185899101
HUT	Hut 8 Corp	314,150	$36,267	0.7%	—	—	COM	44812J104
CDW	Cdw Corp	250,000	$35,160	0.7%	—	—	Call	12514G108
CAI	Caris Life Sciences Inc	1,894,450	$33,759	0.6%	—	—	COM	142152107
ARGT	Global X Fds	328,800	$30,019	0.6%	—	—	GB MSCI AR ETF	37950E259
FOX	Fox Corp	632,600	$29,631	0.6%	—	—	CL B COM	35137L204
WWD	Woodward Inc	67,194	$28,587	0.5%	—	—	COM	980745103
META	Meta Platforms Inc	50,000	$28,165	0.5%	—	—	Call	30303M102
NUVB	Nuvation Bio Inc	4,539,800	$25,786	0.5%	—	—	COM CL A	67080N101
PTGX	Protagonist Therapeutics Inc	208,900	$25,607	0.5%	—	—	COM	74366E102
ROKU	Roku Inc	184,055	$25,425	0.5%	—	—	COM CL A	77543R102
CVCO	Cavco Inds Inc Del	39,500	$24,268	0.5%	—	—	COM	149568107
ADMA	Adma Biologics Inc	2,784,110	$23,303	0.4%	—	—	COM	000899104
PURR	Hyperliquid Strategies Inc	2,941,500	$23,150	0.4%	—	—	COM	44916Y106
RMBS	Rambus Inc Del	173,000	$22,964	0.4%	—	—	COM	750917106
RYTM	Rhythm Pharmaceuticals Inc	203,618	$22,608	0.4%	—	—	COM	76243J105
SKY	Champion Homes Inc	254,400	$22,418	0.4%	—	—	COM	830830105
DAKT	Daktronics Inc	1,123,109	$21,968	0.4%	—	—	COM	234264109
PCT	Purecycle Technologies Inc	2,681,415	$21,746	0.4%	—	—	COM	74623V103
SCCO	Southern Copper Corp	123,060	$21,444	0.4%	—	—	COM	84265V105
LIN	Linde Plc	41,200	$21,380	0.4%	—	—	SHS	G54950103
ENTG	Entegris Inc	118,300	$21,277	0.4%	—	—	COM	29362U104
TEVA	Teva Pharmaceutical Inds Ltd	624,999	$21,175	0.4%	—	—	SPONSORED ADS	881624209
U	Unity Software Inc	738,785	$21,114	0.4%	—	—	COM	91332U101
AEVA	Aeva Technologies Inc	720,175	$20,683	0.4%	—	—	COM NEW	00835Q202
RIOT	Riot Platforms Inc	754,800	$20,666	0.4%	—	—	COM	767292105
Q	Qnity Electronics Inc	125,655	$20,521	0.4%	—	—	COMMON STOCK	74743L100
EQIX	Equinix Inc	18,450	$19,232	0.4%	—	—	COM	29444U700
LRCX	Lam Research Corp	43,600	$18,893	0.4%	—	—	COM NEW	512807306
DFTX	Definium Therapeutics Inc	356,600	$16,774	0.3%	—	—	COM SHS	24477V105
BLTE	Belite Bio Inc Sponsored	106,100	$16,338	0.3%	—	—	ADS	07782B104
RSP	Invesco Exchange Traded Fd T	74,400	$15,830	0.3%	—	—	S&P500 EQL WGT	46137V357
TXG	10X Genomics Inc	403,100	$15,455	0.3%	—	—	CL A COM	88025U109
WAB	Wabtec	56,595	$15,258	0.3%	—	—	COM	929740108
LLY	Eli Lilly & Co	12,380	$14,849	0.3%	—	—	COM	532457108
XENE	Xenon Pharmaceuticals Inc	238,600	$14,402	0.3%	—	—	COM	98420N105
OLMA	Olema Pharmaceuticals Inc	986,827	$12,345	0.2%	—	—	COM	68062P106
RGEN	Repligen Corp	77,400	$10,560	0.2%	—	—	COM	759916109
RKT	Rocket Cos Inc	652,220	$10,272	0.2%	—	—	COM CL A	77311W101
BIDU	Baidu Inc	88,200	$10,080	0.2%	—	—	SPON ADR REP A	056752108
ARM	Arm Holdings Plc	28,090	$9,960	0.2%	—	—	SPONSORED ADS	042068205
CVNA	Carvana Co	151,000	$9,939	0.2%	—	—	CL A	146869102
RDDT	Reddit Inc	56,550	$9,816	0.2%	—	—	CL A	75734B100
AA	Alcoa Corp	185,640	$9,679	0.2%	—	—	COM	013872106
TMO	Thermo Fisher Scientific Inc	19,200	$9,626	0.2%	—	—	COM	883556102
DHR	Danaher Corp Del	50,300	$9,581	0.2%	—	—	COM	235851102
FFIV	F5 Inc	22,000	$9,151	0.2%	—	—	COM	315616102
VIST	Vista Energy S.A.B. De C.V.	134,700	$8,594	0.2%	—	—	SPONSORED ADS	92837L109
SKE	Skeena Res Ltd New	300,200	$8,003	0.2%	—	—	COM	83056P715
JBS	Jbs N.V.	655,900	$7,772	0.1%	—	—	CL A SHS	N4732M103
GLUE	Monte Rosa Therapeutics Inc	297,600	$7,202	0.1%	—	—	COM	61225M102
RLAY	Relay Therapeutics Inc	349,000	$6,530	0.1%	—	—	COM	75943R102
DBVT	Dbv Technologies S A Sponsored	383,363	$6,287	0.1%	—	—	ADS	23306J309
CCC	Ccc Intelligent Solutions Hl	1,170,900	$6,042	0.1%	—	—	COM	12510Q100
UWMC	Uwm Holdings Corporation	2,583,000	$5,915	0.1%	—	—	COM CL A	91823B109
NVTS	Navitas Semiconductor Corp	311,100	$5,575	0.1%	—	—	COM	63942X106
SOLS	Solstice Advanced Matls Inc	62,525	$5,540	0.1%	—	—	COM SHS	83443Q103
FTAI	Ftai Aviation Ltd	20,200	$5,465	0.1%	—	—	SHS	G3730V105
BEAM	Beam Therapeutics Inc	153,600	$5,272	0.1%	—	—	COM	07373V105
AUR	Aurora Innovation Inc	633,700	$4,322	0.1%	—	—	CLASS A COM	051774107
IREN	Iren Limited	87,100	$3,983	0.1%	—	—	ORDINARY SHARES	Q4982L109
GGAL	Grupo Financiero Galicia S.A	59,500	$2,977	0.1%	—	—	SPONSORED ADR	399909100
WVE	Wave Life Sciences Ltd	173,000	$1,005	0.0%	—	—	SHS	Y95308105