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
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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
89BIO INC COM 282559103   826,959 43,639 SH   SOLE   43,639 0 0
ACADIA PHARMACEUTICALS INC COM 004225108   689,544 28,791 SH   SOLE   28,791 0 0
ACLARIS THERAPEUTICS INC COM 00461U105   892,888 86,103 SH   SOLE   86,103 0 0
ACTIVISION BLIZZARD INC COM 00507V109   5,186,136 61,520 SH   SOLE   61,520 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101   696,811 1,425 SH   SOLE   1,425 0 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105   3,375,602 61,520 SH   SOLE   61,520 0 0
AEROVATE THERAPEUTICS INC COM 008064107   716,921 41,803 SH   SOLE   41,803 0 0
ALBERTSONS COS INC COMMON STOCK 013091103   4,118,590 188,753 SH   SOLE   188,753 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   654,881 7,857 SH   SOLE   7,857 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   770,397 4,056 SH   SOLE   4,056 0 0
ALPHABET INC CAP STK CL C 02079K107   2,665,695 22,036 SH   SOLE   22,036 0 0
ALPINE IMMUNE SCIENCES INC COM 02083G100   928,150 90,287 SH   SOLE   90,287 0 0
AMAZON COM INC COM 023135106   1,341,795 10,293 SH   SOLE   10,293 0 0
AMBRX BIOPHARMA INC SPONSORED ADS 02290A102   2,525,474 153,431 SH   SOLE   153,431 0 0
AMICUS THERAPEUTICS INC COM 03152W109   786,017 62,581 SH   SOLE   62,581 0 0
AMYLYX PHARMACEUTICALS INC COM 03237H101   296,544 13,748 SH   SOLE   13,748 0 0
ANAPTYSBIO INC COM 032724106   765,821 37,651 SH   SOLE   37,651 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106   2,755,046 30,242 SH   SOLE   30,242 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   957,513 12,466 SH   SOLE   12,466 0 0
ARCELLX INC COMMON STOCK 03940C100   1,987,918 62,869 SH   SOLE   62,869 0 0
ARGENX SE SPONSORED ADR 04016X101   692,940 1,778 SH   SOLE   1,778 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101   372,619 4,175 SH   SOLE   4,175 0 0
AUTOLIV INC COM 052800109   496,974 5,844 SH   SOLE   5,844 0 0
AXSOME THERAPEUTICS INC COM 05464T104   3,549,884 49,400 SH   SOLE   49,400 0 0
BAIDU INC SPON ADR REP A 056752108   792,161 5,786 SH   SOLE   5,786 0 0
BAUSCH HEALTH COS INC COM 071734107   786,808 98,351 SH   SOLE   98,351 0 0
BICYCLE THERAPEUTICS PLC SPONSORED ADS 088786108   2,358,916 92,434 SH   SOLE   92,434 0 0
BILIBILI INC SPONS ADS REP Z 090040106   1,220,941 80,857 SH   SOLE   80,857 0 0
BIOCRYST PHARMACEUTICALS INC COM 09058V103   483,824 68,725 SH   SOLE   68,725 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   692,833 7,993 SH   SOLE   7,993 0 0
BIOMEA FUSION INC COM 09077A106   825,320 37,600 SH   SOLE   37,600 0 0
BLACK KNIGHT INC COM 09215C105   3,591,027 60,121 SH   SOLE   60,121 0 0
BOOKING HOLDINGS INC COM 09857L108   964,018 357 SH   SOLE   357 0 0
CELLDEX THERAPEUTICS INC NEW COM NEW 15117B202   839,496 24,742 SH   SOLE   24,742 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   710,494 1,934 SH   SOLE   1,934 0 0
CHESAPEAKE ENERGY CORP COM 165167735   662,411 7,916 SH   SOLE   7,916 0 0
CHINOOK THERAPEUTICS INC COM 16961L106   2,920,727 76,021 SH   SOLE   76,021 0 0
CIVITAS RESOURCES INC COM NEW 17888H103   683,225 9,849 SH   SOLE   9,849 0 0
COGENT BIOSCIENCES INC COM 19240Q201   2,558,979 216,130 SH   SOLE   216,130 0 0
CONSTELLIUM SE CL A SHS F21107101   510,737 29,694 SH   SOLE   29,694 0 0
CRINETICS PHARMACEUTICALS IN COM 22663K107   587,866 32,623 SH   SOLE   32,623 0 0
CYMABAY THERAPEUTICS INC COM 23257D103   3,710,320 338,842 SH   SOLE   338,842 0 0
DICE THERAPEUTICS INC COM 23345J104   1,001,538 21,557 SH   SOLE   21,557 0 0
DROPBOX INC CL A 26210C104   674,484 25,290 SH   SOLE   25,290 0 0
DUOLINGO INC CL A COM 26603R106   781,453 5,467 SH   SOLE   5,467 0 0
ENLIVEN THERAPEUTICS INC COM 29337E102   2,471,100 121,073 SH   SOLE   121,073 0 0
FIRST CTZNS BANCSHARES INC N CL A 31946M103   848,360 661 SH   SOLE   661 0 0
FIRSTSERVICE CORP NEW COM 33767E202   692,019 4,491 SH   SOLE   4,491 0 0
FISERV INC COM 337738108   952,811 7,553 SH   SOLE   7,553 0 0
FRONTIER COMMUNICATIONS PARE COM 35909D109   761,369 40,846 SH   SOLE   40,846 0 0
GENERAL ELECTRIC CO COM NEW 369604301   749,287 6,821 SH   SOLE   6,821 0 0
GERON CORP COM 374163103   393,880 122,704 SH   SOLE   122,704 0 0
H WORLD GROUP LTD SPONSORED ADS 44332N106   803,870 20,729 SH   SOLE   20,729 0 0
HCA HEALTHCARE INC COM 40412C101   731,691 2,411 SH   SOLE   2,411 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   685,917 9,841 SH   SOLE   9,841 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101   3,595,019 34,954 SH   SOLE   34,954 0 0
ICICI BANK LIMITED ADR 45104G104   681,944 29,547 SH   SOLE   29,547 0 0
IMMUNEERING CORP CLASS A COM 45254E107   2,566,535 253,110 SH   SOLE   253,110 0 0
IMMUNOCORE HLDGS PLC ADS 45258D105   2,643,876 44,094 SH   SOLE   44,094 0 0
IMMUNOVANT INC COM 45258J102   3,420,670 180,320 SH   SOLE   180,320 0 0
INCYTE CORP COM 45337C102   677,218 10,879 SH   SOLE   10,879 0 0
INDIVIOR PLC ORD G4766E116   3,094,000 130,000 SH   SOLE   130,000 0 0
INTUIT COM 461202103   1,357,617 2,963 SH   SOLE   2,963 0 0
INVESCO DB COMMDY INDX TRCK UNIT 46138B103   32,600,287 1,436,136 SH   SOLE   1,436,136 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100   468,343 66,526 SH   SOLE   66,526 0 0
IVERIC BIO INC COM 46583P102   5,489,975 139,552 SH   SOLE   139,552 0 0
JD.COM INC SPON ADR CL A 47215P106   1,579,025 46,265 SH   SOLE   46,265 0 0
KALVISTA PHARMACEUTICALS INC COM 483497103   626,103 69,567 SH   SOLE   69,567 0 0
KARUNA THERAPEUTICS INC COM 48576A100   1,967,046 9,071 SH   SOLE   9,071 0 0
KE HLDGS INC SPONSORED ADS 482497104   392,144 26,407 SH   SOLE   26,407 0 0
KRYSTAL BIOTECH INC COM 501147102   297,022 2,530 SH   SOLE   2,530 0 0
KURA ONCOLOGY INC COM 50127T109   558,486 52,787 SH   SOLE   52,787 0 0
LAUREATE EDUCATION INC COMMON STOCK 518613203   858,474 71,007 SH   SOLE   71,007 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102   2,511,657 36,385 SH   SOLE   36,385 0 0
LI AUTO INC SPONSORED ADS 50202M102   420,007 11,966 SH   SOLE   11,966 0 0
LIBERTY GLOBAL PLC SHS CL C G5480U120   722,599 40,664 SH   SOLE   40,664 0 0
LITHIA MTRS INC COM 536797103   943,045 3,101 SH   SOLE   3,101 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105   645,876 2,796 SH   SOLE   2,796 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106   3,485,371 55,927 SH   SOLE   55,927 0 0
MASTERCARD INCORPORATED CL A 57636Q104   1,670,345 4,247 SH   SOLE   4,247 0 0
MERUS N V COM N5749R100   895,931 34,027 SH   SOLE   34,027 0 0
META PLATFORMS INC CL A 30303M102   1,690,312 5,890 SH   SOLE   5,890 0 0
MICROSOFT CORP COM 594918104   3,867,853 11,358 SH   SOLE   11,358 0 0
MIRATI THERAPEUTICS INC COM 60468T105   568,614 15,738 SH   SOLE   15,738 0 0
MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD 61559X104   6,615,822 129,722 SH   SOLE   129,722 0 0
MSCI INC COM 55354G100   679,532 1,448 SH   SOLE   1,448 0 0
NATERA INC COM 632307104   353,028 7,255 SH   SOLE   7,255 0 0
NETFLIX INC COM 64110L106   724,165 1,644 SH   SOLE   1,644 0 0
NEW YORK TIMES CO CL A 650111107   663,041 16,837 SH   SOLE   16,837 0 0
NOV INC COM 62955J103   674,515 42,052 SH   SOLE   42,052 0 0
NUVALENT INC COM 670703107   3,048,807 72,298 SH   SOLE   72,298 0 0
OCCIDENTAL PETE CORP COM 674599105   731,884 12,447 SH   SOLE   12,447 0 0
OLEMA PHARMACEUTICALS INC COM 68062P106   2,639,252 292,276 SH   SOLE   292,276 0 0
PALO ALTO NETWORKS INC COM 697435105   818,909 3,205 SH   SOLE   3,205 0 0
PDD HOLDINGS INC SPONSORED ADS 722304102   403,155 5,831 SH   SOLE   5,831 0 0
PENNYMAC FINL SVCS INC NEW COM 70932M107   923,662 13,137 SH   SOLE   13,137 0 0
PLIANT THERAPEUTICS INC COM 729139105   616,714 34,035 SH   SOLE   34,035 0 0
PNM RES INC COM 69349H107   3,152,896 69,909 SH   SOLE   69,909 0 0
PROTAGONIST THERAPEUTICS INC COM 74366E102   805,924 29,179 SH   SOLE   29,179 0 0
PROTHENA CORP PLC SHS G72800108   437,402 6,406 SH   SOLE   6,406 0 0
PTC INC COM 69370C100   1,377,607 9,681 SH   SOLE   9,681 0 0
RELAY THERAPEUTICS INC COM 75943R102   404,394 32,197 SH   SOLE   32,197 0 0
REPARE THERAPEUTICS INC COM 760273102   1,747,530 165,173 SH   SOLE   165,173 0 0
ROPER TECHNOLOGIES INC COM 776696106   919,770 1,913 SH   SOLE   1,913 0 0
RXO INC COMMON STOCK 74982T103   756,792 33,383 SH   SOLE   33,383 0 0
SALESFORCE INC COM 79466L302   2,974,329 14,079 SH   SOLE   14,079 0 0
SAREPTA THERAPEUTICS INC COM 803607100   573,173 5,005 SH   SOLE   5,005 0 0
SEA LTD SPONSORD ADS 81141R100   687,251 11,841 SH   SOLE   11,841 0 0
SEAGEN INC COM 81181C104   3,659,627 19,015 SH   SOLE   19,015 0 0
SEAWORLD ENTMT INC COM 81282V100   744,261 13,288 SH   SOLE   13,288 0 0
SPRINGWORKS THERAPEUTICS INC COM 85205L107   306,459 11,688 SH   SOLE   11,688 0 0
STONECO LTD COM CL A G85158106   679,425 53,330 SH   SOLE   53,330 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105   702,746 33,576 SH   SOLE   33,576 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   673,641 6,675 SH   SOLE   6,675 0 0
TECK RESOURCES LTD CL B 878742204   672,000 15,962 SH   SOLE   15,962 0 0
TERNS PHARMACEUTICALS INC COM 880881107   1,572,113 179,670 SH   SOLE   179,670 0 0
THESEUS PHARMACEUTICALS INC COM 88369M101   1,275,588 136,719 SH   SOLE   136,719 0 0
TRANSDIGM GROUP INC COM 893641100   678,675 759 SH   SOLE   759 0 0
TRANSOCEAN LTD REG SHS H8817H100   717,298 102,325 SH   SOLE   102,325 0 0
TRAVERE THERAPEUTICS INC COM 89422G107   390,098 25,397 SH   SOLE   25,397 0 0
TRIP COM GROUP LTD ADS 89677Q107   830,515 23,729 SH   SOLE   23,729 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108   337,948 7,326 SH   SOLE   7,326 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   384,547 1,742 SH   SOLE   1,742 0 0
VAXCYTE INC COM 92243G108   727,176 14,561 SH   SOLE   14,561 0 0
VERONA PHARMA PLC SPONSORED ADS 925050106   719,331 34,027 SH   SOLE   34,027 0 0
VIRIDIAN THERAPEUTICS INC COM 92790C104   2,587,519 108,765 SH   SOLE   108,765 0 0
VISA INC COM CL A 92826C839   1,930,000 8,127 SH   SOLE   8,127 0 0
VMWARE INC CL A COM 928563402   4,821,662 33,556 SH   SOLE   33,556 0 0
WARNER MUSIC GROUP CORP COM CL A 934550203   646,484 24,779 SH   SOLE   24,779 0 0
WESCO INTL INC COM 95082P105   894,763 4,997 SH   SOLE   4,997 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108   966,142 8,907 SH   SOLE   8,907 0 0
XENON PHARMACEUTICALS INC COM 98420N105   676,638 17,575 SH   SOLE   17,575 0 0
XOMA CORP DEL COM NEW 98419J206   2,246,002 118,899 SH   SOLE   118,899 0 0
XPO INC COM 983793100   1,196,520 20,280 SH   SOLE   20,280 0 0