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
4D MOLECULAR THERAPEUTICS IN COM 35104E100   87,461,070 3,937,914 SH   SOLE   3,937,914 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109   260,222,904 3,161,114 SH   SOLE   3,161,114 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109   229,151,929 29,993,708 SH   SOLE   29,993,708 0 0
ADVANCED MICRO DEVICES INC COM 007903107   123,425,712 1,905,600 SH   SOLE   1,905,600 0 0
ALBEMARLE CORP COM 012653101   73,155,336 337,339 SH   SOLE   337,339 0 0
AMAZON COM INC COM 023135106   1,048,484,472 12,481,958 SH   SOLE   12,481,958 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   163,793,244 2,590,026 SH   SOLE   2,590,026 0 0
AMERIPRISE FINL INC COM 03076C106   513,092,611 1,647,855 SH   SOLE   1,647,855 0 0
AMYLYX PHARMACEUTICALS INC COM 03237H101   171,248,692 4,634,606 SH   SOLE   4,634,606 0 0
API GROUP CORP COM STK 00187Y100   636,146,055 33,819,567 SH   SOLE   33,819,567 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   545,766,934 5,273,620 SH   SOLE   5,273,620 0 0
BLOCK INC CL A 852234103   281,759,101 4,483,754 SH   SOLE   4,483,754 0 0
BOSTON SCIENTIFIC CORP COM 101137107   440,887,998 9,528,593 SH   SOLE   9,528,593 0 0
BRIDGEBIO PHARMA INC COM 10806X102   202,851,951 26,620,991 SH   SOLE   26,620,991 0 0
BROOKFIELD CORP CL A LTD VT SH 11271J107   228,464,974 7,262,078 SH   SOLE   7,262,078 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   182,214,113 1,134,301 SH   SOLE   1,134,301 0 0
CAPRI HOLDINGS LIMITED SHS G1890L107   46,456,656 810,479 SH   SOLE   810,479 0 0
CATALENT INC COM 148806102   64,111,704 1,424,388 SH   SOLE   1,424,388 0 0
CHARLES RIV LABS INTL INC COM 159864107   112,255,107 515,168 SH   SOLE   515,168 0 0
CHUBB LIMITED COM H1467J104   789,776,237 3,580,128 SH   SOLE   3,580,128 0 0
CLOROX CO DEL COM 189054109   107,891,177 768,839 SH   SOLE   768,839 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   73,697,525 699,948 SH   SOLE   699,948 0 0
CSX CORP COM 126408103   481,680,851 15,548,123 SH   SOLE   15,548,123 0 0
DAY ONE BIOPHARMACEUTICALS I COM 23954D109   33,540,276 1,558,563 SH   SOLE   1,558,563 0 0
DOLLAR GEN CORP NEW COM 256677105   76,546,320 310,848 SH   SOLE   310,848 0 0
EDGEWISE THERAPEUTICS INC COM 28036F105   39,417,765 4,409,146 SH   SOLE   4,409,146 0 0
ELEVANCE HEALTH INC COM 036752103   960,370,123 1,872,176 SH   SOLE   1,872,176 0 0
EQUITABLE HLDGS INC COM 29452E101   149,597,602 5,212,460 SH   SOLE   5,212,460 0 0
FARFETCH LTD ORD SH CL A 30744W107   32,027,942 6,771,235 SH   SOLE   6,771,235 0 0
FORTINET INC COM 34959E109   348,430,572 7,126,827 SH   SOLE   7,126,827 0 0
FORTIVE CORP COM 34959J108   249,971,050 3,890,600 SH   SOLE   3,890,600 0 0
GENERAL ELECTRIC CO COM NEW 369604301   651,482,081 7,775,177 SH   SOLE   7,775,177 0 0
GINKGO BIOWORKS HOLDINGS INC CL A SHS 37611X100   106,613,863 63,085,126 SH   SOLE   63,085,126 0 0
GUARDANT HEALTH INC COM 40131M109   111,727,917 4,107,644 SH   SOLE   4,107,644 0 0
GUARDANT HEALTH INC NOTE 11/1 40131MAB5   75,228,000 120,000,000 PRN   SOLE   120,000,000 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   586,324,323 8,570,740 SH   SOLE   8,570,740 0 0
INHIBRX INC COM 45720L107   163,589,863 6,639,199 SH   SOLE   6,639,199 0 0
INSPIRE MED SYS INC COM 457730109   138,481,861 549,793 SH   SOLE   549,793 0 0
INSULET CORP COM 45784P101   78,911,828 268,052 SH   SOLE   268,052 0 0
INTELLIA THERAPEUTICS INC COM 45826J105   70,526,995 2,021,410 SH   SOLE   2,021,410 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   46,062,502 439,360 SH   SOLE   439,360 0 0
INTUIT COM 461202103   459,940,106 1,181,697 SH   SOLE   1,181,697 0 0
KARUNA THERAPEUTICS INC COM 48576A100   232,604,124 1,183,736 SH   SOLE   1,183,736 0 0
KBR INC COM 48242W106   56,881,440 1,077,300 SH   SOLE   1,077,300 0 0
KE HLDGS INC SPONSORED ADS 482497104   112,857,303 8,084,334 SH   SOLE   8,084,334 0 0
KINNATE BIOPHARMA INC COM 49705R105   11,104,818 1,820,462 SH   SOLE   1,820,462 0 0
LI AUTO INC SPONSORED ADS 50202M102   185,437,326 9,090,065 SH   SOLE   9,090,065 0 0
LIANBIO SPONSORED ADS 53000N108   5,845,244 3,564,173 SH   SOLE   3,564,173 0 0
MASTERCARD INCORPORATED CL A 57636Q104   594,349,852 1,709,228 SH   SOLE   1,709,228 0 0
MCKESSON CORP COM 58155Q103   826,921,280 2,204,418 SH   SOLE   2,204,418 0 0
META PLATFORMS INC CL A 30303M102   287,339,428 2,387,730 SH   SOLE   2,387,730 0 0
MICRON TECHNOLOGY INC COM 595112103   417,768,226 8,358,708 SH   SOLE   8,358,708 0 0
MICROSOFT CORP COM 594918104   822,373,237 3,429,127 SH   SOLE   3,429,127 0 0
MOLINA HEALTHCARE INC COM 60855R100   194,238,046 588,208 SH   SOLE   588,208 0 0
NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES N62509109   39,490,271 3,753,828 SH   SOLE   3,753,828 0 0
PEPGEN INC COM 713317105   20,651,716 1,544,631 SH   SOLE   1,544,631 0 0
PHARVARIS N V COM N69605108   36,359,134 3,231,923 SH   SOLE   3,231,923 0 0
PROGRESSIVE CORP COM 743315103   43,694,240 336,861 SH   SOLE   336,861 0 0
RALLYBIO CORP COM 75120L100   27,559,685 4,194,777 SH   SOLE   4,194,777 0 0
REGAL REXNORD CORPORATION COM 758750103   43,481,112 362,403 SH   SOLE   362,403 0 0
RH COM 74967X103   199,950,033 748,344 SH   SOLE   748,344 0 0
ROGERS COMMS B COM 775109200   204,765,787 4,375,144 SH   SOLE   4,375,144 0 0
ROIVANT SCIENCES LTD SHS G76279101   705,027,213 88,238,700 SH   SOLE   88,238,700 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   395,536,355 10,008,511 SH   SOLE   10,008,511 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   326,125,865 6,198,933 SH   SOLE   6,198,933 0 0
SHOCKWAVE MED INC COM 82489T104   33,844,845 164,607 SH   SOLE   164,607 0 0
TALARIS THERAPEUTICS INC COM 87410C104   3,355,409 3,289,617 SH   SOLE   3,289,617 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   462,318,573 839,526 SH   SOLE   839,526 0 0
TREVI THERAPEUTICS INC COM 89532M101   8,492,000 4,400,000 SH   SOLE   4,400,000 0 0
UBER TECHNOLOGIES INC COM 90353T100   196,356,175 7,939,999 SH   SOLE   7,939,999 0 0
UNITEDHEALTH GROUP INC COM 91324P102   672,110,777 1,267,703 SH   SOLE   1,267,703 0 0
UNUM GROUP COM 91529Y106   140,785,172 3,431,274 SH   SOLE   3,431,274 0 0
VALVOLINE INC COM 92047W101   159,226,867 4,876,780 SH   SOLE   4,876,780 0 0
VERASTEM INC COM 92337C104   3,712,660 9,224,000 SH   SOLE   9,224,000 0 0
VISA INC COM CL A 92826C839   1,201,885,575 5,784,971 SH   SOLE   5,784,971 0 0
ZAI LAB LTD ADR 98887Q104   60,589,428 1,973,597 SH   SOLE   1,973,597 0 0