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   93,506,360 2,934,914 SH   SOLE   2,934,914 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109   203,138,855 2,564,237 SH   SOLE   2,564,237 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109   96,279,803 29,993,708 SH   SOLE   29,993,708 0 0
ADOBE INC COM 00724F101   283,861,721 562,548 SH   SOLE   562,548 0 0
ADVANCED MICRO DEVICES INC COM 007903107   713,312,363 3,952,088 SH   SOLE   3,952,088 0 0
AIR PRODS & CHEMS INC COM 009158106   81,937,168 338,206 SH   SOLE   338,206 0 0
AMAZON COM INC COM 023135106   1,245,046,073 6,902,351 SH   SOLE   6,902,351 0 0
AMERIPRISE FINL INC COM 03076C106   713,273,922 1,626,845 SH   SOLE   1,626,845 0 0
API GROUP CORP COM STK 00187Y100   1,138,213,382 28,984,298 SH   SOLE   28,984,298 0 0
APPLE INC COM 037833100   663,797,365 3,870,990 SH   SOLE   3,870,990 0 0
ATLASSIAN CORPORATION CL A 049468101   341,186,125 1,748,686 SH   SOLE   1,748,686 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   560,398,594 6,416,288 SH   SOLE   6,416,288 0 0
BOSTON SCIENTIFIC CORP COM 101137107   118,128,470 1,724,755 SH   SOLE   1,724,755 0 0
BRIDGEBIO PHARMA INC COM 10806X102   776,741,042 25,120,991 SH   SOLE   25,120,991 0 0
CAMDEN PPTY TR SH BEN INT 133131102   101,385,456 1,030,340 SH   SOLE   1,030,340 0 0
CAZOO GROUP LTD CL A G2007L121   25,712,736 2,142,728 SH   SOLE   2,142,728 0 0
CBOE GLOBAL MKTS INC COM 12503M108   304,082,337 1,655,050 SH   SOLE   1,655,050 0 0
CBRE GROUP INC CL A 12504L109   444,253,776 4,568,632 SH   SOLE   4,568,632 0 0
CLOROX CO DEL COM 189054109   70,072,169 457,659 SH   SOLE   457,659 0 0
CNH INDL N V SHS N20944109   154,951,419 11,956,128 SH   SOLE   11,956,128 0 0
CSX CORP COM 126408103   146,715,535 3,957,797 SH   SOLE   3,957,797 0 0
DANAHER CORPORATION COM 235851102   708,689,628 2,837,937 SH   SOLE   2,837,937 0 0
DAY ONE BIOPHARMACEUTICALS I COM 23954D109   42,267,461 2,558,563 SH   SOLE   2,558,563 0 0
DOLLAR TREE INC COM 256746108   342,437,833 2,571,820 SH   SOLE   2,571,820 0 0
EDGEWISE THERAPEUTICS INC COM 28036F105   60,906,023 3,339,146 SH   SOLE   3,339,146 0 0
ELI LILLY & CO COM 532457108   104,719,640 134,608 SH   SOLE   134,608 0 0
EPAM SYS INC COM 29414B104   160,046,595 579,543 SH   SOLE   579,543 0 0
EQUITABLE HLDGS INC COM 29452E101   78,193,830 2,057,191 SH   SOLE   2,057,191 0 0
FERGUSON PLC NEW SHS G3421J106   191,218,209 875,421 SH   SOLE   875,421 0 0
FIVE9 INC COM 338307101   214,412,291 3,452,138 SH   SOLE   3,452,138 0 0
FORTIVE CORP COM 34959J108   816,957,058 9,497,292 SH   SOLE   9,497,292 0 0
FREEPORT-MCMORAN INC CL B 35671D857   447,497,051 9,517,164 SH   SOLE   9,517,164 0 0
GENERAL ELECTRIC CO COM NEW 369604301   479,510,572 2,731,787 SH   SOLE   2,731,787 0 0
GINKGO BIOWORKS HOLDINGS INC CL A SHS 37611X100   165,978,746 143,085,126 SH   SOLE   143,085,126 0 0
HCA HEALTHCARE INC COM 40412C101   176,571,116 529,401 SH   SOLE   529,401 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   331,862,641 5,929,295 SH   SOLE   5,929,295 0 0
HUMANA INC COM 444859102   160,923,154 464,130 SH   SOLE   464,130 0 0
IMMUNOVANT INC COM 45258J102   58,454,347 1,809,172 SH   SOLE   1,809,172 0 0
INHIBRX INC COM 45720L107   249,992,877 7,150,826 SH   SOLE   7,150,826 0 0
INTEGER HLDGS CORP COM 45826H109   49,985,595 428,399 SH   SOLE   428,399 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   308,032,428 771,837 SH   SOLE   771,837 0 0
KE HLDGS INC SPONSORED ADS 482497104   72,034,445 5,246,500 SH   SOLE   5,246,500 0 0
KEURIG DR PEPPER INC COM 49271V100   136,821,201 4,461,076 SH   SOLE   4,461,076 0 0
KINNATE BIOPHARMA INC COM 49705R105   4,842,429 1,820,462 SH   SOLE   1,820,462 0 0
KKR & CO INC COM 48251W104   107,737,876 1,071,166 SH   SOLE   1,071,166 0 0
KNIGHT-SWIFT TRANSN HLDGS IN CL A 499049104   94,487,332 1,717,327 SH   SOLE   1,717,327 0 0
LAMB WESTON HLDGS INC COM 513272104   128,450,891 1,205,772 SH   SOLE   1,205,772 0 0
LAS VEGAS SANDS CORP COM 517834107   874,949,138 16,923,581 SH   SOLE   16,923,581 0 0
LONGBOARD PHARMACEUTICALS IN COM 54300N103   21,196,685 981,328 SH   SOLE   981,328 0 0
MASTERCARD INCORPORATED CL A 57636Q104   382,517,311 794,313 SH   SOLE   794,313 0 0
MCKESSON CORP COM 58155Q103   317,052,873 590,580 SH   SOLE   590,580 0 0
META PLATFORMS INC CL A 30303M102   355,436,305 731,983 SH   SOLE   731,983 0 0
MICROSOFT CORP COM 594918104   671,842,299 1,596,887 SH   SOLE   1,596,887 0 0
NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES N62509109   189,780,962 8,024,565 SH   SOLE   8,024,565 0 0
ORIC PHARMACEUTICALS INC COM 68622P109   55,000,000 4,000,000 SH   SOLE   4,000,000 0 0
OSCAR HEALTH INC CL A 687793109   70,364,870 4,732,002 SH   SOLE   4,732,002 0 0
PEPGEN INC COM 713317105   21,791,780 1,482,434 SH   SOLE   1,482,434 0 0
PHARVARIS N V COM N69605108   84,427,994 3,653,310 SH   SOLE   3,653,310 0 0
PHILIP MORRIS INTL INC COM 718172109   1,192,608,012 13,016,896 SH   SOLE   13,016,896 0 0
PPG INDS INC COM 693506107   89,755,842 619,433 SH   SOLE   619,433 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   81,449,287 991,229 SH   SOLE   991,229 0 0
PROGRESSIVE CORP COM 743315103   627,272,858 3,032,941 SH   SOLE   3,032,941 0 0
RALLYBIO CORP COM 75120L100   7,760,337 4,194,777 SH   SOLE   4,194,777 0 0
REDDIT INC CL A 75734B100   11,097,000 225,000 SH   SOLE   225,000 0 0
REGAL REXNORD CORPORATION COM 758750103   162,185,273 900,529 SH   SOLE   900,529 0 0
ROIVANT SCIENCES LTD SHS G76279101   731,148,849 69,368,961 SH   SOLE   69,368,961 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   348,816,062 11,485,547 SH   SOLE   11,485,547 0 0
SKECHERS U S A INC CL A 830566105   66,780,812 1,090,121 SH   SOLE   1,090,121 0 0
STANDARD BIOTOOLS INC COM 34385P108   158,944,671 58,651,170 SH   SOLE   58,651,170 0 0
T-MOBILE US INC COM 872590104   715,115,296 4,381,297 SH   SOLE   4,381,297 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109   298,345,366 2,009,195 SH   SOLE   2,009,195 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   74,679,092 128,489 SH   SOLE   128,489 0 0
TREVI THERAPEUTICS INC COM 89532M101   15,180,000 4,400,000 SH   SOLE   4,400,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102   673,389,103 1,361,207 SH   SOLE   1,361,207 0 0
US BANCORP DEL COM NEW 902973304   1,011,402,986 22,626,465 SH   SOLE   22,626,465 0 0
VALVOLINE INC COM 92047W101   106,236,116 2,383,579 SH   SOLE   2,383,579 0 0
VERASTEM INC COM NEW 92337C203   28,984,246 2,456,292 SH   SOLE   2,456,292 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   83,139,570 1,017,994 SH   SOLE   1,017,994 0 0
VIKING THERAPEUTICS INC COM 92686J106   89,785,080 1,094,940 SH   SOLE   1,094,940 0 0
VISA INC COM CL A 92826C839   1,766,007,635 6,327,962 SH   SOLE   6,327,962 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103   30,894,600 112,344 SH   SOLE   112,344 0 0
WORKDAY INC CL A 98138H101   1,442,461,832 5,288,586 SH   SOLE   5,288,586 0 0
ZAI LAB LTD ADR 98887Q104   32,811,027 2,048,129 SH   SOLE   2,048,129 0 0