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
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109   4,306,737 19,802 SH   SOLE   19,802 0 0
AERCAP HOLDINGS NV SHS N00985106   8,050,957 58,689 SH   SOLE   58,689 0 0
AFFILIATED MANAGERS GROUP COM 008252108   2,784,155 10,062 SH   SOLE   10,062 0 0
ALCOA CORP COM 013872106   3,164,472 47,708 SH   SOLE   47,708 0 0
ALLY FINL INC COM 02005N100   2,568,113 65,463 SH   SOLE   65,463 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   3,744,139 49,756 SH   SOLE   49,756 0 0
AMKOR TECHNOLOGY INC COM 031652100   2,594,043 57,607 SH   SOLE   57,607 0 0
APPLE INC COM 037833100   9,652,649 38,034 SH   SOLE   38,034 0 0
APTIV PLC COM SHS G3265R107   3,211,693 54,599 SH   SOLE   54,599 0 0
ARIS MINING CORPORATION COM 04040Y109   32,295,644 1,739,130 SH   SOLE   1,739,130 0 0
ARM HOLDINGS PLC SPONSORED ADS 042068205   208,306,509 1,376,960 SH   SOLE   1,376,960 0 0
ASML HLDG NV N Y REGISTRTY SHS N07059210   9,735,838 7,371 SH   SOLE   7,371 0 0
ASSOCIATED BANC-CORP COM 045487105   2,974,909 115,039 SH   SOLE   115,039 0 0
BARRICK MNG CORP COM SHS 06849F108   6,941,071 170,166 SH   SOLE   170,166 0 0
BLUE OWL TECHNOLOGY FIN CORP COMMON STOCK 095924106   360,926,783 29,130,491 SH   SOLE   29,130,491 0 0
BRINKS CO COM 109696104   2,656,037 25,630 SH   SOLE   25,630 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   14,157,954 233,437 SH   SOLE   233,437 0 0
BROADCOM INC COM 11135F101   12,241,121 39,550 SH   SOLE   39,550 0 0
CHIME FINL INC COM SHS CL A 16935C109   6,779,361 361,952 SH   SOLE   361,952 0 0
THE CIGNA GROUP COM 125523100   4,141,827 15,527 SH   SOLE   15,527 0 0
COMMERCIAL METALS CO COM 201723103   2,543,018 41,397 SH   SOLE   41,397 0 0
CUMMINS INC COM 231021106   4,426,291 8,227 SH   SOLE   8,227 0 0
CVS HEALTH CORP COM 126650100   3,935,736 54,800 SH   SOLE   54,800 0 0
D-WAVE QUANTUM INC COM 26740W109   10,748,041 744,840 SH   SOLE   744,840 0 0
DELL TECHNOLOGIES INC CL C 24703L202   1,152,028 7,019 SH   SOLE   7,019 0 0
ENERSYS COM 29275Y102   3,443,999 19,825 SH   SOLE   19,825 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104   3,351,529 132,106 SH   SOLE   132,106 0 0
EVOTEC AG SPONSORED ADS 30050E105   11,494,253 4,597,701 SH   SOLE   4,597,701 0 0
FEDERATED HERMES INC CL B 314211103   3,217,215 56,731 SH   SOLE   56,731 0 0
FEDEX CORP COM 31428X106   5,101,210 14,322 SH   SOLE   14,322 0 0
GDEV INC ORD SHS NEW G6529J209   5,237,064 374,076 SH   SOLE   374,076 0 0
GDEV INC *W EXP 99/99/999 G6529J118   28,517 3,435,718 SH   SOLE   3,435,718 0 0
GEN DIGITAL INC COM 668771108   3,107,251 165,016 SH   SOLE   165,016 0 0
GENERAL DYNAMICS CORP COM 369550108   4,112,805 11,983 SH   SOLE   11,983 0 0
GILEAD SCIENCES INC COM 375558103   5,155,714 36,993 SH   SOLE   36,993 0 0
GLOBALFOUNDRIES INC ORDINARY SHARES G39387108   18,816,942,543 423,042,773 SH   SOLE   423,042,773 0 0
INVESCO LTD SHS G491BT108   3,790,090 156,035 SH   SOLE   156,035 0 0
IONQ INC COM 46222L108   12,354,232 428,520 SH   SOLE   428,520 0 0
ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101   565,616,051 14,721,917 SH   SOLE   14,721,917 0 0
JANUS HENDERSON GROUP PLC ORD SHS G4474Y214   3,274,735 63,748 SH   SOLE   63,748 0 0
KEYCORP COM 493267108   12,027,915 599,896 SH   SOLE   599,896 0 0
KINROSS GOLD CORP COM 496902404   7,730,380 253,289 SH   SOLE   253,289 0 0
KLARNA GROUP PLC SHS G5279N105   39,160,803 2,991,658 SH   SOLE   2,991,658 0 0
LAM RESEARCH CORP COM NEW 512807306   9,865,751 46,175 SH   SOLE   46,175 0 0
MATCH GROUP INC NEW COM 57667L107   4,132,768 134,574 SH   SOLE   134,574 0 0
MAXIMUS INC COM 577933104   2,184,143 34,074 SH   SOLE   34,074 0 0
MEDTRONIC PLC SHS G5960L103   3,820,918 44,096 SH   SOLE   44,096 0 0
MERCK & CO INC COM 58933Y105   4,742,313 39,424 SH   SOLE   39,424 0 0
MICRON TECHNOLOGY INC COM 595112103   14,910,569 44,135 SH   SOLE   44,135 0 0
MSC INDL DIRECT INC CL A 553530106   3,318,583 35,966 SH   SOLE   35,966 0 0
NEWMARKET CORP COM 651587107   2,811,848 4,387 SH   SOLE   4,387 0 0
NEWMONT CORP COM 651639106   4,361,284 40,289 SH   SOLE   40,289 0 0
NEXTDECADE CORP COM 65342K105   108,820,840 14,206,376 SH   SOLE   14,206,376 0 0
PALANTIR TECHNOLOGIES INC CL A 69608A108   9,968,397 68,146 SH   SOLE   68,146 0 0
PINNACLE FINL PARTNERS INC COM 72348N109   2,701,867 31,366 SH   SOLE   31,366 0 0
QUANTUM COMPUTING INC COM 74766W108   10,873,348 1,587,350 SH   SOLE   1,587,350 0 0
RIGETTI COMPUTING INC COMMON STOCK 76655K103   8,698,510 619,552 SH   SOLE   619,552 0 0
SALESFORCE INC COM 79466L302   3,066,055 16,425 SH   SOLE   16,425 0 0
SCIENCE APPLICATIONS INTL CO COM 808625107   2,686,141 28,299 SH   SOLE   28,299 0 0
SENSATA TECHNOLOGIES HLDG PL SHS G8060N102   3,049,172 86,575 SH   SOLE   86,575 0 0
SHOPIFY INC CL A SUB VTG SHS 82509L107   9,762,663 82,302 SH   SOLE   82,302 0 0
SKYWORKS SOLUTIONS INC COM 83088M102   3,564,395 66,562 SH   SOLE   66,562 0 0
SOLVENTUM CORP COM SHS 83444M101   3,474,482 53,208 SH   SOLE   53,208 0 0
TEXAS INSTRS INC COM 882508104   10,760,986 55,429 SH   SOLE   55,429 0 0
TRAVEL PLUS LEISURE CO COM 894164102   2,865,504 41,415 SH   SOLE   41,415 0 0
UNITED BANKSHARES INC WEST V COM 909907107   3,240,866 78,244 SH   SOLE   78,244 0 0
UNITED PARCEL SVCS INC CL B 911312106   4,102,249 41,698 SH   SOLE   41,698 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   3,438,372 19,212 SH   SOLE   19,212 0 0
US BANCORP COM NEW 902973304   3,951,876 75,983 SH   SOLE   75,983 0 0
WESTERN DIGITAL CORP COM 958102105   11,896,150 43,980 SH   SOLE   43,980 0 0
ZEBRA TECHNOLOGIES CORPORATI CL A 989207105   3,605,166 17,243 SH   SOLE   17,243 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   1,781,508 297,911 SH   SOLE   297,911 0 0