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
4D MOLECULAR THERAPEUTICS IN COM 35104E100   67,692,742 3,937,914 SH   SOLE   3,937,914 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109   242,334,448 3,354,110 SH   SOLE   3,354,110 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109   264,844,442 29,993,708 SH   SOLE   29,993,708 0 0
ALKERMES PLC SHS G01767105   78,422,240 2,781,917 SH   SOLE   2,781,917 0 0
AMAZON COM INC COM 023135106   787,918,844 7,628,220 SH   SOLE   7,628,220 0 0
AMERIPRISE FINL INC COM 03076C106   288,428,760 941,040 SH   SOLE   941,040 0 0
AMYLYX PHARMACEUTICALS INC COM 03237H101   86,921,364 2,962,555 SH   SOLE   2,962,555 0 0
API GROUP CORP COM STK 00187Y100   766,349,607 34,090,285 SH   SOLE   34,090,285 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   210,876,317 2,168,617 SH   SOLE   2,168,617 0 0
BLOCK INC CL A 852234103   161,610,544 2,354,123 SH   SOLE   2,354,123 0 0
BOSTON SCIENTIFIC CORP COM 101137107   56,878,156 1,136,881 SH   SOLE   1,136,881 0 0
BRIDGEBIO PHARMA INC COM 10806X102   441,376,031 26,620,991 SH   SOLE   26,620,991 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   257,424,538 1,225,306 SH   SOLE   1,225,306 0 0
CATALENT INC COM 148806102   78,931,509 1,201,210 SH   SOLE   1,201,210 0 0
CHARLES RIV LABS INTL INC COM 159864107   79,535,042 394,089 SH   SOLE   394,089 0 0
CHUBB LIMITED COM H1467J104   673,171,573 3,466,740 SH   SOLE   3,466,740 0 0
CNH INDL N V SHS N20944109   43,176,154 2,827,515 SH   SOLE   2,827,515 0 0
COLGATE PALMOLIVE CO COM 194162103   49,651,455 660,698 SH   SOLE   660,698 0 0
CONSTELLATION ENERGY CORP COM 21037T109   160,743,508 2,047,688 SH   SOLE   2,047,688 0 0
COUPANG INC CL A 22266T109   118,743,248 7,421,453 SH   SOLE   7,421,453 0 0
CSX CORP COM 126408103   660,390,143 22,057,119 SH   SOLE   22,057,119 0 0
DAY ONE BIOPHARMACEUTICALS I COM 23954D109   20,837,987 1,558,563 SH   SOLE   1,558,563 0 0
DELL TECHNOLOGIES INC CL C 24703L202   44,005,583 1,094,394 SH   SOLE   1,094,394 0 0
EDGEWISE THERAPEUTICS INC COM 28036F105   32,744,004 4,909,146 SH   SOLE   4,909,146 0 0
ELEVANCE HEALTH INC COM 036752103   990,686,394 2,154,556 SH   SOLE   2,154,556 0 0
EMERSON ELEC CO COM 291011104   209,212,596 2,400,879 SH   SOLE   2,400,879 0 0
EQUITABLE HLDGS INC COM 29452E101   101,292,034 3,989,446 SH   SOLE   3,989,446 0 0
FARFETCH LTD ORD SH CL A 30744W107   34,877,974 7,103,457 SH   SOLE   7,103,457 0 0
FIRST REP BK SAN FRANCISCO C COM 33616C100   3,864,877 276,260 SH   SOLE   276,260 0 0
FORTINET INC COM 34959E109   789,238,021 11,875,384 SH   SOLE   11,875,384 0 0
FORTIVE CORP COM 34959J108   432,642,814 6,346,528 SH   SOLE   6,346,528 0 0
GENERAL ELECTRIC CO COM NEW 369604301   823,329,379 8,612,232 SH   SOLE   8,612,232 0 0
GINKGO BIOWORKS HOLDINGS INC CL A SHS 37611X100   190,303,218 143,085,126 SH   SOLE   143,085,126 0 0
GUARDANT HEALTH INC COM 40131M109   59,511,558 2,538,889 SH   SOLE   2,538,889 0 0
GUARDANT HEALTH INC NOTE 11/1 40131MAB5   81,039,553 120,000,000 PRN   SOLE   120,000,000 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   552,402,752 8,285,627 SH   SOLE   8,285,627 0 0
INHIBRX INC COM 45720L107   125,281,685 6,639,199 SH   SOLE   6,639,199 0 0
INSPIRE MED SYS INC COM 457730109   81,123,044 346,576 SH   SOLE   346,576 0 0
INTELLIA THERAPEUTICS INC COM 45826J105   58,496,942 1,569,545 SH   SOLE   1,569,545 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   74,734,053 812,680 SH   SOLE   812,680 0 0
INTUIT COM 461202103   544,400,338 1,221,094 SH   SOLE   1,221,094 0 0
KARUNA THERAPEUTICS INC COM 48576A100   272,655,081 1,501,074 SH   SOLE   1,501,074 0 0
KBR INC COM 48242W106   92,455,044 1,679,474 SH   SOLE   1,679,474 0 0
KINNATE BIOPHARMA INC COM 49705R105   11,377,888 1,820,462 SH   SOLE   1,820,462 0 0
LIANBIO SPONSORED ADS 53000N108   6,950,137 3,564,173 SH   SOLE   3,564,173 0 0
LULULEMON ATHLETICA INC COM 550021109   689,733,250 1,893,883 SH   SOLE   1,893,883 0 0
MARSH & MCLENNAN COS INC COM 571748102   42,877,132 257,443 SH   SOLE   257,443 0 0
MASTERCARD INCORPORATED CL A 57636Q104   289,543,283 796,740 SH   SOLE   796,740 0 0
MCKESSON CORP COM 58155Q103   1,141,880,834 3,207,080 SH   SOLE   3,207,080 0 0
META PLATFORMS INC CL A 30303M102   684,547,973 3,229,914 SH   SOLE   3,229,914 0 0
MICRON TECHNOLOGY INC COM 595112103   172,367,184 2,856,599 SH   SOLE   2,856,599 0 0
MICROSOFT CORP COM 594918104   301,951,582 1,047,352 SH   SOLE   1,047,352 0 0
MOLINA HEALTHCARE INC COM 60855R100   159,036,982 594,553 SH   SOLE   594,553 0 0
NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES N62509109   52,629,293 3,915,870 SH   SOLE   3,915,870 0 0
OPTION CARE HEALTH INC COM NEW 68404L201   34,645,090 1,090,497 SH   SOLE   1,090,497 0 0
PEPGEN INC COM 713317105   18,890,837 1,544,631 SH   SOLE   1,544,631 0 0
PHARVARIS N V COM N69605108   25,273,638 3,231,923 SH   SOLE   3,231,923 0 0
PROGRESSIVE CORP COM 743315103   143,569,580 1,003,562 SH   SOLE   1,003,562 0 0
RALLYBIO CORP COM 75120L100   23,952,177 4,194,777 SH   SOLE   4,194,777 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   81,276,455 5,250,417 SH   SOLE   5,250,417 0 0
ROGERS COMMS B COM 775109200   257,442,753 5,554,500 SH   SOLE   5,554,500 0 0
ROIVANT SCIENCES LTD SHS G76279101   651,201,606 88,238,700 SH   SOLE   88,238,700 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   403,689,091 11,204,249 SH   SOLE   11,204,249 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   364,582,837 5,513,957 SH   SOLE   5,513,957 0 0
SHERWIN WILLIAMS CO COM 824348106   506,195,526 2,252,060 SH   SOLE   2,252,060 0 0
SNOWFLAKE INC CL A 833445109   59,055,578 382,757 SH   SOLE   382,757 0 0
SYNOPSYS INC COM 871607107   79,193,610 205,032 SH   SOLE   205,032 0 0
TALARIS THERAPEUTICS INC COM 87410C104   6,184,480 3,289,617 SH   SOLE   3,289,617 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   493,854,565 856,836 SH   SOLE   856,836 0 0
TJX COS INC NEW COM 872540109   32,472,462 414,401 SH   SOLE   414,401 0 0
TRAVELERS COMPANIES INC COM 89417E109   64,852,116 378,345 SH   SOLE   378,345 0 0
TREVI THERAPEUTICS INC COM 89532M101   8,140,000 4,400,000 SH   SOLE   4,400,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   992,434,747 2,099,991 SH   SOLE   2,099,991 0 0
UNUM GROUP COM 91529Y106   168,265,018 4,253,413 SH   SOLE   4,253,413 0 0
VALVOLINE INC COM 92047W101   258,511,032 7,398,713 SH   SOLE   7,398,713 0 0
VERASTEM INC COM 92337C104   3,829,805 9,224,000 SH   SOLE   9,224,000 0 0
VIKING THERAPEUTICS INC COM 92686J106   32,551,799 1,955,063 SH   SOLE   1,955,063 0 0
VISA INC COM CL A 92826C839   1,479,033,157 6,560,069 SH   SOLE   6,560,069 0 0
WORKDAY INC CL A 98138H101   132,691,003 642,447 SH   SOLE   642,447 0 0
ZAI LAB LTD ADR 98887Q104   77,537,209 2,331,245 SH   SOLE   2,331,245 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   164,731,093 6,666,576 SH   SOLE   6,666,576 0 0