Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting Coupang Inc,CPNG,cl a, ,22266T109,302378.0,20283765.0,13.103 Nvidia Corporation,NVDA,,Buy,67066G104,219848.0,791475.0,9.526 Microsoft Corp,MSFT,,New,594918104,210182.0,729040.0,9.108 Lilly Eli & Co,LLY,,Sell,532457108,208185.0,606210.0,9.021 Lamb Weston Hldgs Inc,LW,,Buy,513272104,206825.0,1978810.0,8.962 Teck Resources Ltd,TECK,cl b,Buy,878742204,118079.0,3235347.0,5.117 Kbr Inc,KBR,,Buy,48242W106,99070.0,1799644.0,4.293 Iqvia Hldgs Inc,IQV,,New,46266C105,94373.0,474500.0,4.089 Alphabet Inc,GOOGL,cap stk cl a,New,02079K305,91046.0,877720.0,3.945 Amazon Com Inc,AMZN,,New,023135106,83456.0,807975.0,3.616 T-Mobile Us Inc,TMUS,,Buy,872590104,72160.0,498204.0,3.127 Taiwan Semiconductor Mfg Ltd,TSM,sponsored ads,New,874039100,53820.0,578590.0,2.332 Meta Platforms Inc,FB,cl a,Sell,30303M102,50784.0,239615.0,2.201 Natera Inc,NTRA,,Buy,632307104,49581.0,893030.0,2.148 News Corp New,NWSA,cl a,New,65249B109,47598.0,2756125.0,2.063 Chevron Corp New,CVX,,Sell,166764100,36466.0,223500.0,1.58 Freeport-Mcmoran Inc,FCX,cl b, ,35671D857,34267.0,837627.0,1.485 Advanced Micro Devices Inc,AMD,,Buy,007903107,32312.0,329677.0,1.4 Vertiv Holdings Co,VRT,,Sell,92537N108,29192.0,2039946.0,1.265 Skechers U S A Inc,SKX,cl a,New,830566105,25663.0,540050.0,1.112 Option Care Health Inc,OPCH,,Sell,68404L201,25537.0,803815.0,1.107 Illumina Inc,ILMN,,New,452327109,25414.0,109285.0,1.101 Marvell Technology Inc,MRVL,,New,573874104,24738.0,571320.0,1.072 Barrick Gold Corp,GOLD,,New,067901108,21855.0,1176875.0,0.947 Palo Alto Networks Inc,PANW,,Sell,697435105,15027.0,75235.0,0.651 News Corp New,NWS,cl b,New,65249B208,10685.0,613050.0,0.463 Phillips 66,PSX,,Sell,718546104,10194.0,100555.0,0.442 Willscot Mobil Mini Hldng Co,WSC,,Sell,971378104,10103.0,215500.0,0.438 Arch Resources Inc,ARCH,cl a,Sell,03940R107,9947.0,75665.0,0.431 Iveric Bio Inc,ISEE,,New,46583P102,9732.0,400000.0,0.422 Recursion Pharmaceuticals In,RXRX,cl a, ,75629V104,9259.0,1385950.0,0.401 Hubspot Inc,HUBS,,New,443573100,8704.0,20300.0,0.377 Warby Parker Inc,,,New,93403J106,6846.0,646500.0,0.297 Palantir Technologies Inc,PLTR,cl a,Sell,69608A108,5921.0,700707.0,0.257 Toast Inc,,cl a,New,888787108,5817.0,327700.0,0.252 Ishares Tr,FXI,china lg-cap etf,New,464287184,5416.0,183410.0,0.235 Ihs Holding Limited,,, ,G4701H109,5404.0,771096.0,0.234 Arista Networks Inc,ANET,,New,040413106,5372.0,32000.0,0.233 Alibaba Group Hldg Ltd,BABA,sponsored ads,New,01609W102,5202.0,50915.0,0.225 Abcellera Biologics Inc,ABCL,, ,00288U106,4975.0,659750.0,0.216 Biontech Se,BNTX,sponsored ads,New,09075V102,4833.0,38800.0,0.209 Moderna Inc,MRNA,, ,60770K107,3402.0,22154.0,0.147 Opendoor Technologies Inc,OPEN,, ,683712103,2707.0,1538085.0,0.117 Ccc Intelligent Solutions Hl,,, ,12510Q100,2528.0,281879.0,0.11 Acadia Pharmaceuticals Inc,ACAD,, ,004225108,1400.0,74400.0,0.061 Compass Inc,COMP,cl a, ,20464U100,1289.0,399100.0,0.056 Sensei Biotherapeutics Inc,SNSE,, ,81728A108,150.0,100000.0,0.006 Joby Aviation Inc,,, ,G65163100,38.0,11246.0,0.002 Cazoo Group Ltd,,,Exit,G2007L105,0.0,-140100.0,-0.001 Dish Network Corporation,DISH,cl a,Exit,25470M109,0.0,-112400.0,-0.078 Kb Home,KBH,,Exit,48666K109,0.0,-58535.0,-0.092 Reata Pharmaceuticals Inc,RETA,cl a,Exit,75615P103,0.0,-58997.0,-0.111 Oscar Health Inc,OSCR,cl a,Exit,687793109,0.0,-994289.0,-0.121 Sunrun Inc,RUN,,Exit,86771W105,0.0,-139000.0,-0.165 Entegris Inc,ENTG,,Exit,29362U104,0.0,-55500.0,-0.18 Avantor Inc,AVTR,,Exit,05352A100,0.0,-189695.0,-0.198 Lgi Homes Inc,LGIH,,Exit,50187T106,0.0,-50000.0,-0.229 Alpha Metallurgical Resour I,AMR,,Exit,020764106,0.0,-39370.0,-0.285 Enovix Corporation,,,Exit,293594107,0.0,-464400.0,-0.286 Constellation Energy Corp,,,Exit,21037T109,0.0,-88825.0,-0.379 Nextera Energy Inc,NEE,,Exit,65339F101,0.0,-93400.0,-0.386 Samsara Inc,,,Exit,79589L106,0.0,-810713.0,-0.499 D R Horton Inc,DHI,,Exit,23331A109,0.0,-113400.0,-0.5 Las Vegas Sands Corp,LVS,,Exit,517834107,0.0,-230000.0,-0.547 Caterpillar Inc,CAT,,Exit,149123101,0.0,-63800.0,-0.757 Pioneer Nat Res Co,PXD,,Exit,723787107,0.0,-71505.0,-0.808 Cameco Corp,CCJ,,Exit,13321L108,0.0,-748204.0,-0.84 Vale S A,VALE,sponsored ads,Exit,91912E105,0.0,-1045000.0,-0.878 Parker-Hannifin Corp,PH,,Exit,701094104,0.0,-66800.0,-0.962 Ovintiv Inc,OVV,,Exit,69047Q102,0.0,-413980.0,-1.039 Alnylam Pharmaceuticals Inc,ALNY,,Exit,02043Q107,0.0,-88910.0,-1.046 Datadog Inc,DDOG,,Exit,23804L103,0.0,-332253.0,-1.209 At&T Inc,T,,Exit,00206R102,0.0,-1375780.0,-1.254 Occidental Pete Corp,OXY,,Exit,674599105,0.0,-420580.0,-1.311 Deere & Co,DE,,Exit,244199105,0.0,-72905.0,-1.547 Lennar Corp,LEN,cl a,Exit,526057104,0.0,-441892.0,-1.98 Cenovus Energy Inc,CVE,,Exit,15135U109,0.0,-2701140.0,-2.595