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
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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   60,950,145 4,787,914 SH   SOLE   4,787,914 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109   158,564,026 2,255,213 SH   SOLE   2,255,213 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109   163,465,709 29,993,708 SH   SOLE   29,993,708 0 0
AMAZON COM INC COM 023135106   1,112,299,110 8,749,993 SH   SOLE   8,749,993 0 0
AMERIPRISE FINL INC COM 03076C106   571,671,054 1,734,018 SH   SOLE   1,734,018 0 0
AMYLYX PHARMACEUTICALS INC COM 03237H101   54,244,382 2,962,555 SH   SOLE   2,962,555 0 0
API GROUP CORP COM STK 00187Y100   886,793,865 34,199,532 SH   SOLE   34,199,532 0 0
ARM HOLDINGS PLC SPONSORED ADR 042068205   32,112,000 600,000 SH   SOLE   600,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   372,983,547 4,215,456 SH   SOLE   4,215,456 0 0
BLOCK INC CL A 852234103   545,496,002 12,324,808 SH   SOLE   12,324,808 0 0
BOSTON SCIENTIFIC CORP COM 101137107   58,623,418 1,110,292 SH   SOLE   1,110,292 0 0
BRIDGEBIO PHARMA INC COM 10806X102   662,440,533 25,120,991 SH   SOLE   25,120,991 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   387,351,789 1,653,230 SH   SOLE   1,653,230 0 0
CBRE GROUP INC CL A 12504L109   185,004,454 2,504,799 SH   SOLE   2,504,799 0 0
CNH INDL N V SHS N20944109   81,569,500 6,741,281 SH   SOLE   6,741,281 0 0
COLGATE PALMOLIVE CO COM 194162103   101,320,728 1,424,845 SH   SOLE   1,424,845 0 0
CONFLUENT INC CLASS A COM 20717M103   58,718,584 1,983,066 SH   SOLE   1,983,066 0 0
COUPANG INC CL A 22266T109   74,163,248 4,362,544 SH   SOLE   4,362,544 0 0
CSX CORP COM 126408103   327,205,461 10,640,828 SH   SOLE   10,640,828 0 0
DANAHER CORPORATION COM 235851102   1,020,445,968 4,113,043 SH   SOLE   4,113,043 0 0
DATADOG INC CL A COM 23804L103   60,894,667 668,511 SH   SOLE   668,511 0 0
DAY ONE BIOPHARMACEUTICALS I COM 23954D109   31,393,568 2,558,563 SH   SOLE   2,558,563 0 0
DOLLAR GEN CORP NEW COM 256677105   38,952,598 368,172 SH   SOLE   368,172 0 0
DOORDASH INC CL A 25809K105   426,556,973 5,367,522 SH   SOLE   5,367,522 0 0
DOVER CORP COM 260003108   74,859,252 536,587 SH   SOLE   536,587 0 0
EDGEWISE THERAPEUTICS INC COM 28036F105   35,291,907 6,159,146 SH   SOLE   6,159,146 0 0
EPAM SYS INC COM 29414B104   234,850,498 918,497 SH   SOLE   918,497 0 0
EVEREST GROUP LTD COM G3223R108   300,479,957 808,459 SH   SOLE   808,459 0 0
FARFETCH LTD ORD SH CL A 30744W107   22,663,979 10,844,009 SH   SOLE   10,844,009 0 0
FIVE9 INC COM 338307101   231,077,804 3,593,745 SH   SOLE   3,593,745 0 0
FOOT LOCKER INC COM 344849104   38,785,162 2,235,456 SH   SOLE   2,235,456 0 0
FORTINET INC COM 34959E109   413,726,274 7,050,550 SH   SOLE   7,050,550 0 0
FORTIVE CORP COM 34959J108   617,389,045 8,325,095 SH   SOLE   8,325,095 0 0
FREEPORT-MCMORAN INC CL B 35671D857   364,311,330 9,769,679 SH   SOLE   9,769,679 0 0
GALLAGHER ARTHUR J & CO COM 363576109   218,315,913 957,820 SH   SOLE   957,820 0 0
GENERAL ELECTRIC CO COM NEW 369604301   884,057,958 7,996,906 SH   SOLE   7,996,906 0 0
GINKGO BIOWORKS HOLDINGS INC CL A SHS 37611X100   258,984,078 143,085,126 SH   SOLE   143,085,126 0 0
GUARDANT HEALTH INC NOTE 11/1 40131MAB5   77,213,750 111,500,000 PRN   SOLE   111,500,000 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   596,946,517 10,116,023 SH   SOLE   10,116,023 0 0
INHIBRX INC COM 45720L107   131,217,657 7,150,826 SH   SOLE   7,150,826 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   140,911,480 2,067,060 SH   SOLE   2,067,060 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   187,352,921 640,983 SH   SOLE   640,983 0 0
KARUNA THERAPEUTICS INC COM 48576A100   191,285,261 1,131,263 SH   SOLE   1,131,263 0 0
KBR INC COM 48242W106   91,664,018 1,555,209 SH   SOLE   1,555,209 0 0
KE HLDGS INC SPONSORED ADS 482497104   71,702,400 4,620,000 SH   SOLE   4,620,000 0 0
KEURIG DR PEPPER INC COM 49271V100   72,240,400 2,288,261 SH   SOLE   2,288,261 0 0
KINNATE BIOPHARMA INC COM 49705R105   2,548,647 1,820,462 SH   SOLE   1,820,462 0 0
LIANBIO SPONSORED ADS 53000N108   5,310,618 3,564,173 SH   SOLE   3,564,173 0 0
LULULEMON ATHLETICA INC COM 550021109   299,431,949 776,515 SH   SOLE   776,515 0 0
MAPLEBEAR INC COM 565394103   3,711,250 125,000 SH   SOLE   125,000 0 0
MASTERCARD INCORPORATED CL A 57636Q104   115,719,742 292,288 SH   SOLE   292,288 0 0
MCKESSON CORP COM 58155Q103   633,891,716 1,457,725 SH   SOLE   1,457,725 0 0
META PLATFORMS INC CL A 30303M102   917,748,575 3,057,022 SH   SOLE   3,057,022 0 0
METLIFE INC COM 59156R108   184,537,426 2,933,356 SH   SOLE   2,933,356 0 0
MICROSOFT CORP COM 594918104   954,953,984 3,024,399 SH   SOLE   3,024,399 0 0
MOBILEYE GLOBAL INC COMMON CLASS A 60741F104   42,035,803 1,011,692 SH   SOLE   1,011,692 0 0
NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES N62509109   74,227,226 8,024,565 SH   SOLE   8,024,565 0 0
PEPGEN INC COM 713317105   7,530,765 1,482,434 SH   SOLE   1,482,434 0 0
PHARVARIS N V COM N69605108   67,450,233 3,231,923 SH   SOLE   3,231,923 0 0
PHILIP MORRIS INTL INC COM 718172109   552,867,763 5,971,784 SH   SOLE   5,971,784 0 0
PPG INDS INC COM 693506107   524,942,871 4,044,244 SH   SOLE   4,044,244 0 0
PROGRESSIVE CORP COM 743315103   159,543,355 1,145,322 SH   SOLE   1,145,322 0 0
RALLYBIO CORP COM 75120L100   14,136,398 4,194,777 SH   SOLE   4,194,777 0 0
RAYZEBIO INC COM 75525N107   147,467,940 6,642,700 SH   SOLE   6,642,700 0 0
ROIVANT SCIENCES LTD SHS G76279101   857,712,636 73,434,301 SH   SOLE   73,434,301 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   256,858,415 9,464,201 SH   SOLE   9,464,201 0 0
SYNOPSYS INC COM 871607107   141,389,839 308,059 SH   SOLE   308,059 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   67,592,598 1,025,840 SH   SOLE   1,025,840 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   455,408,742 899,715 SH   SOLE   899,715 0 0
TREVI THERAPEUTICS INC COM 89532M101   9,592,000 4,400,000 SH   SOLE   4,400,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106   1,038,169,641 6,660,484 SH   SOLE   6,660,484 0 0
UNITEDHEALTH GROUP INC COM 91324P102   936,756,785 1,857,944 SH   SOLE   1,857,944 0 0
UNUM GROUP COM 91529Y106   235,035,231 4,778,110 SH   SOLE   4,778,110 0 0
VALVOLINE INC COM 92047W101   285,877,335 8,867,163 SH   SOLE   8,867,163 0 0
VERASTEM INC COM NEW 92337C203   19,969,654 2,456,292 SH   SOLE   2,456,292 0 0
VIKING THERAPEUTICS INC COM 92686J106   50,626,608 4,573,316 SH   SOLE   4,573,316 0 0
VISA INC COM CL A 92826C839   1,603,476,763 6,971,335 SH   SOLE   6,971,335 0 0
WORKDAY INC CL A 98138H101   1,125,092,963 5,236,644 SH   SOLE   5,236,644 0 0
ZAI LAB LTD ADR 98887Q104   60,556,283 2,491,003 SH   SOLE   2,491,003 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   61,568,749 3,754,192 SH   SOLE   3,754,192 0 0