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   97,003,138 4,787,914 SH   SOLE   4,787,914 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109   217,755,216 2,800,350 SH   SOLE   2,800,350 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109   146,969,169 29,993,708 SH   SOLE   29,993,708 0 0
ADVANCED MICRO DEVICES INC COM 007903107   698,339,987 4,737,399 SH   SOLE   4,737,399 0 0
ALPHABET INC CAP STK CL A 02079K305   460,063,567 3,293,461 SH   SOLE   3,293,461 0 0
AMAZON COM INC COM 023135106   749,010,869 4,929,649 SH   SOLE   4,929,649 0 0
AMERIPRISE FINL INC COM 03076C106   727,136,676 1,914,374 SH   SOLE   1,914,374 0 0
AMYLYX PHARMACEUTICALS INC COM 03237H101   43,608,810 2,962,555 SH   SOLE   2,962,555 0 0
API GROUP CORP COM STK 00187Y100   1,186,877,399 34,302,815 SH   SOLE   34,302,815 0 0
ATLASSIAN CORPORATION CL A 049468101   103,694,116 435,946 SH   SOLE   435,946 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   471,441,155 4,889,454 SH   SOLE   4,889,454 0 0
BOSTON SCIENTIFIC CORP COM 101137107   131,099,263 2,267,761 SH   SOLE   2,267,761 0 0
BRIDGEBIO PHARMA INC COM 10806X102   1,014,134,407 25,120,991 SH   SOLE   25,120,991 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   62,231,642 228,482 SH   SOLE   228,482 0 0
CAZOO GROUP LTD CL A G2007L121   20,355,916 2,142,728 SH   SOLE   2,142,728 0 0
CBOE GLOBAL MKTS INC COM 12503M108   430,775,821 2,412,499 SH   SOLE   2,412,499 0 0
CBRE GROUP INC CL A 12504L109   354,631,475 3,809,555 SH   SOLE   3,809,555 0 0
CNH INDL N V SHS N20944109   120,049,442 9,856,276 SH   SOLE   9,856,276 0 0
COUPANG INC CL A 22266T109   250,861,929 15,494,869 SH   SOLE   15,494,869 0 0
CSX CORP COM 126408103   108,652,764 3,133,913 SH   SOLE   3,133,913 0 0
DANAHER CORPORATION COM 235851102   926,404,963 4,004,517 SH   SOLE   4,004,517 0 0
DAY ONE BIOPHARMACEUTICALS I COM 23954D109   37,355,020 2,558,563 SH   SOLE   2,558,563 0 0
DEERE & CO COM 244199105   562,441,947 1,406,562 SH   SOLE   1,406,562 0 0
DOORDASH INC CL A 25809K105   345,033,737 3,489,066 SH   SOLE   3,489,066 0 0
EDGEWISE THERAPEUTICS INC COM 28036F105   67,381,057 6,159,146 SH   SOLE   6,159,146 0 0
ELI LILLY & CO COM 532457108   80,867,326 138,728 SH   SOLE   138,728 0 0
EPAM SYS INC COM 29414B104   109,631,637 368,708 SH   SOLE   368,708 0 0
EVEREST GROUP LTD COM G3223R108   230,640,941 652,302 SH   SOLE   652,302 0 0
FIVE9 INC COM 338307101   213,573,867 2,714,117 SH   SOLE   2,714,117 0 0
FOOT LOCKER INC COM 344849104   33,447,281 1,073,749 SH   SOLE   1,073,749 0 0
FORTIVE CORP COM 34959J108   775,016,421 10,525,824 SH   SOLE   10,525,824 0 0
FREEPORT-MCMORAN INC CL B 35671D857   470,537,023 11,053,254 SH   SOLE   11,053,254 0 0
GENERAL ELECTRIC CO COM NEW 369604301   649,176,977 5,086,398 SH   SOLE   5,086,398 0 0
GINKGO BIOWORKS HOLDINGS INC CL A SHS 37611X100   241,813,863 143,085,126 SH   SOLE   143,085,126 0 0
GUARDANT HEALTH INC NOTE 11/1 40131MAB5   28,905,000 41,000,000 PRN   SOLE   41,000,000 0 0
HCA HEALTHCARE INC COM 40412C101   196,301,467 725,216 SH   SOLE   725,216 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   653,704,081 9,740,785 SH   SOLE   9,740,785 0 0
INHIBRX INC COM 45720L107   271,731,388 7,150,826 SH   SOLE   7,150,826 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   77,195,502 953,384 SH   SOLE   953,384 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   314,245,442 931,484 SH   SOLE   931,484 0 0
KBR INC COM 48242W106   145,941,296 2,633,844 SH   SOLE   2,633,844 0 0
KE HLDGS INC SPONSORED ADS 482497104   85,669,850 5,285,000 SH   SOLE   5,285,000 0 0
KEURIG DR PEPPER INC COM 49271V100   96,190,542 2,886,871 SH   SOLE   2,886,871 0 0
KINNATE BIOPHARMA INC COM 49705R105   4,314,495 1,820,462 SH   SOLE   1,820,462 0 0
KKR & CO INC COM 48251W104   115,038,965 1,388,521 SH   SOLE   1,388,521 0 0
LAMB WESTON HLDGS INC COM 513272104   383,219,692 3,545,376 SH   SOLE   3,545,376 0 0
LIANBIO SPONSORED ADS 53000N108   15,931,853 3,564,173 SH   SOLE   3,564,173 0 0
MARSH & MCLENNAN COS INC COM 571748102   45,038,156 237,706 SH   SOLE   237,706 0 0
MASTERCARD INCORPORATED CL A 57636Q104   493,570,594 1,157,231 SH   SOLE   1,157,231 0 0
MCKESSON CORP COM 58155Q103   1,033,929,251 2,233,205 SH   SOLE   2,233,205 0 0
META PLATFORMS INC CL A 30303M102   1,058,918,417 2,991,633 SH   SOLE   2,991,633 0 0
METLIFE INC COM 59156R108   371,422,848 5,616,556 SH   SOLE   5,616,556 0 0
NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES N62509109   89,634,391 8,024,565 SH   SOLE   8,024,565 0 0
PEPGEN INC COM 713317105   10,080,551 1,482,434 SH   SOLE   1,482,434 0 0
PHARVARIS N V COM N69605108   102,576,690 3,656,923 SH   SOLE   3,656,923 0 0
PHILIP MORRIS INTL INC COM 718172109   905,420,934 9,623,947 SH   SOLE   9,623,947 0 0
PPG INDS INC COM 693506107   144,893,910 968,866 SH   SOLE   968,866 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   42,462,109 613,437 SH   SOLE   613,437 0 0
PROGRESSIVE CORP COM 743315103   933,947,678 5,863,559 SH   SOLE   5,863,559 0 0
RALLYBIO CORP COM 75120L100   10,025,517 4,194,777 SH   SOLE   4,194,777 0 0
RAYZEBIO INC COM 75525N107   412,976,659 6,642,700 SH   SOLE   6,642,700 0 0
REGAL REXNORD CORPORATION COM 758750103   102,387,950 691,717 SH   SOLE   691,717 0 0
ROIVANT SCIENCES LTD SHS G76279101   779,013,432 69,368,961 SH   SOLE   69,368,961 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   283,355,544 10,087,417 SH   SOLE   10,087,417 0 0
STRYKER CORPORATION COM 863667101   74,539,487 248,913 SH   SOLE   248,913 0 0
T-MOBILE US INC COM 872590104   242,098,140 1,509,999 SH   SOLE   1,509,999 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   388,249,062 2,412,234 SH   SOLE   2,412,234 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   285,822,453 538,485 SH   SOLE   538,485 0 0
TREVI THERAPEUTICS INC COM 89532M101   5,896,000 4,400,000 SH   SOLE   4,400,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106   1,289,148,738 8,199,127 SH   SOLE   8,199,127 0 0
UNITEDHEALTH GROUP INC COM 91324P102   242,587,900 460,782 SH   SOLE   460,782 0 0
US BANCORP DEL COM NEW 902973304   414,173,933 9,569,638 SH   SOLE   9,569,638 0 0
VALVOLINE INC COM 92047W101   119,365,692 3,176,309 SH   SOLE   3,176,309 0 0
VEEVA SYS INC CL A COM 922475108   111,614,048 579,753 SH   SOLE   579,753 0 0
VERASTEM INC COM NEW 92337C203   19,994,217 2,456,292 SH   SOLE   2,456,292 0 0
VIKING THERAPEUTICS INC COM 92686J106   95,750,534 5,145,112 SH   SOLE   5,145,112 0 0
VISA INC COM CL A 92826C839   1,481,419,097 5,690,106 SH   SOLE   5,690,106 0 0
WORKDAY INC CL A 98138H101   1,133,701,951 4,106,723 SH   SOLE   4,106,723 0 0
ZAI LAB LTD ADR 98887Q104   51,087,504 1,869,283 SH   SOLE   1,869,283 0 0