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
89BIO INC COM 282559103   45,351,822 2,393,236 SH   SOLE   2,393,236 0 0
ABBOTT LABS COM 002824100   2,247,992 20,620 SH   SOLE   20,620 0 0
ACCENTURE PLC IRELAND SHS CLASS A G1151C101   21,632,384 70,103 SH   SOLE   70,103 0 0
ACTIVISION BLIZZARD INC COM 00507V109   17,465,948 207,188 SH   SOLE   207,188 0 0
ADVANCED MICRO DEVICES INC COM 007903107   42,215,843 370,607 SH   SOLE   370,607 0 0
AEGLEA BIOTHERAPEUTICS INC COM 00773J103   1,828,982 4,059,894 SH   SOLE   4,059,894 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   600,048 4,990 SH   SOLE   4,990 0 0
AGIOS PHARMACEUTICALS INC COM 00847X104   12,857,280 454,000 SH   SOLE   454,000 0 0
AKILI INC COMMON STOCK 00974B107   4,264,307 3,841,718 SH   SOLE   3,841,718 0 0
ALVOTECH ORDINARY SHARES L01800108   7,740,000 1,000,000 SH   SOLE   1,000,000 0 0
AMAZON COM INC COM 023135106   42,746,739 327,913 SH   SOLE   327,913 0 0
AMERISOURCEBERGEN CORP COM 03073E105   2,403,066 12,488 SH   SOLE   12,488 0 0
ARCELLX INC COMMON STOCK 03940C100   90,059,041 2,848,167 SH   SOLE   2,848,167 0 0
ARCUTIS BIOTHERAPEUTICS INC COM 03969K108   8,314,229 872,427 SH   SOLE   872,427 0 0
ARGENX SE SPONSORED ADR 04016X101   1,321,185 3,390 SH   SOLE   3,390 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   2,568,647 35,890 SH   SOLE   35,890 0 0
AVANTOR INC COM 05352A100   785,655 38,250 SH   SOLE   38,250 0 0
BENITEC BIOPHARMA INC COM 08205P100   3,117,911 769,000 SH   SOLE   769,000 0 0
BIO-TECHNE CORP COM 09073M104   212,238 2,600 SH   SOLE   2,600 0 0
BIOHAVEN LTD COM G1110E107   92,511,987 3,867,558 SH   SOLE   3,867,558 0 0
BIONTECH SE SPONSORED ADS 09075V102   4,421,892 40,970 SH   SOLE   40,970 0 0
BLOCK INC CL A 852234103   28,777,945 432,296 SH   SOLE   432,296 0 0
BOSTON SCIENTIFIC CORP COM 101137107   986,656 18,241 SH   SOLE   18,241 0 0
CANADIAN PACIFIC KANSAS CITY COM 13646K108   20,925,326 259,073 SH   SOLE   259,073 0 0
CAPITAL ONE FINL CORP COM 14040H105   21,717,601 198,570 SH   SOLE   198,570 0 0
CELSIUS HLDGS INC COM NEW 15118V207   14,354,316 96,215 SH   SOLE   96,215 0 0
CHARLES RIV LABS INTL INC COM 159864107   212,353 1,010 SH   SOLE   1,010 0 0
CHINOOK THERAPEUTICS INC COM 16961L106   67,163,577 1,748,141 SH   SOLE   1,748,141 0 0
COGENT BIOSCIENCES INC COM 19240Q201   26,281,165 2,219,693 SH   SOLE   2,219,693 0 0
CONSTELLATION ENERGY CORP COM 21037T109   7,561,298 82,592 SH   SOLE   82,592 0 0
CVS HEALTH CORP COM 126650100   1,186,962 17,170 SH   SOLE   17,170 0 0
DANAHER CORPORATION COM 235851102   3,942,480 16,427 SH   SOLE   16,427 0 0
DEXCOM INC COM 252131107   755,639 5,880 SH   SOLE   5,880 0 0
DISCOVER FINL SVCS COM 254709108   18,819,394 161,056 SH   SOLE   161,056 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   216,959 2,300 SH   SOLE   2,300 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103   4,395,214 436,900 SH   SOLE   436,900 0 0
ELEVANCE HEALTH INC COM 036752103   1,337,313 3,010 SH   SOLE   3,010 0 0
EVERCORE INC CLASS A 29977A105   8,781,193 71,051 SH   SOLE   71,051 0 0
EYEPOINT PHARMACEUTICALS INC COM NEW 30233G209   29,787,904 3,423,897 SH   SOLE   3,423,897 0 0
FULCRUM THERAPEUTICS INC COM 359616109   18,872,307 5,718,881 SH   SOLE   5,718,881 0 0
GALAPAGOS NV SPON ADR 36315X101   1,919,152 47,200 SH   SOLE   47,200 0 0
GENERAL ELECTRIC CO COM NEW 369604301   21,171,830 192,734 SH   SOLE   192,734 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104   3,855,750 99,375 SH   SOLE   99,375 0 0
GILEAD SCIENCES INC COM 375558103   1,749,489 22,700 SH   SOLE   22,700 0 0
GLOBAL PMTS INC COM 37940X102   27,702,642 281,188 SH   SOLE   281,188 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   20,349,371 63,091 SH   SOLE   63,091 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   16,718,164 114,862 SH   SOLE   114,862 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101   81,596,562 793,355 SH   SOLE   793,355 0 0
IDEXX LABS INC COM 45168D104   462,052 920 SH   SOLE   920 0 0
ILLUMINA INC COM 452327109   1,636,788 8,730 SH   SOLE   8,730 0 0
INCYTE CORP COM 45337C102   2,340,600 37,600 SH   SOLE   37,600 0 0
INFLARX NV COM N44821101   25,573,239 5,733,910 SH   SOLE   5,733,910 0 0
INSMED INC COM PAR $.01 457669307   65,606,947 3,109,334 SH   SOLE   3,109,334 0 0
INTRA-CELLULAR THERAPIES INC COM 46116X101   75,918,844 1,198,971 SH   SOLE   1,198,971 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   1,049,756 3,070 SH   SOLE   3,070 0 0
IQVIA HLDGS INC COM 46266C105   1,612,725 7,175 SH   SOLE   7,175 0 0
JOHNSON & JOHNSON COM 478160104   13,705,056 82,800 SH   SOLE   82,800 0 0
KALVISTA PHARMACEUTICALS INC COM 483497103   18,310,554 2,034,506 SH   SOLE   2,034,506 0 0
KEZAR LIFE SCIENCES INC COM 49372L100   17,560,598 7,167,591 SH   SOLE   7,167,591 0 0
KURA ONCOLOGY INC COM 50127T109   74,360,916 7,028,442 SH   SOLE   7,028,442 0 0
LAS VEGAS SANDS CORP COM 517834107   39,743,514 685,233 SH   SOLE   685,233 0 0
MARINUS PHARMACEUTICALS INC COM NEW 56854Q200   44,065,655 4,057,611 SH   SOLE   4,057,611 0 0
MARVELL TECHNOLOGY INC COM 573874104   13,562,468 226,873 SH   SOLE   226,873 0 0
MCKESSON CORP COM 58155Q103   781,977 1,830 SH   SOLE   1,830 0 0
MEDTRONIC PLC SHS G5960L103   1,538,226 17,460 SH   SOLE   17,460 0 0
MEREO BIOPHARMA GROUP PLC SPON ADS 589492107   9,721,058 7,364,438 SH   SOLE   7,364,438 0 0
META PLATFORMS INC CL A 30303M102   72,097,985 251,230 SH   SOLE   251,230 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   215,109 164 SH   SOLE   164 0 0
MOLECULAR PARTNERS AG ADS 60853G106   2,488,000 400,000 SH   SOLE   400,000 0 0
NATERA INC COM 632307104   2,525,454 51,900 SH   SOLE   51,900 0 0
NURIX THERAPEUTICS INC COM 67080M103   2,804,792 280,760 SH   SOLE   280,760 0 0
NVIDIA CORPORATION COM 67066G104   32,780,666 77,492 SH   SOLE   77,492 0 0
OPY ACQUISITION CORP I *W EXP 09/22/202 671005114   10,891 72,605 SH   SOLE   72,605 0 0
ORACLE CORP COM 68389X105   37,921,233 318,425 SH   SOLE   318,425 0 0
ORIC PHARMACEUTICALS INC COM 68622P109   3,825,090 492,924 SH   SOLE   492,924 0 0
PEPGEN INC COM 713317105   4,350,302 486,611 SH   SOLE   486,611 0 0
PINTEREST INC CL A 72352L106   18,000,383 658,390 SH   SOLE   658,390 0 0
PROKIDNEY CORP CLASS A ORD SHS G7S53R104   35,731,628 3,193,175 SH   SOLE   3,193,175 0 0
PROTAGONIST THERAPEUTICS INC COM 74366E102   2,241,170 81,143 SH   SOLE   81,143 0 0
REATA PHARMACEUTICALS INC CL A 75615P103   11,096,511 108,832 SH   SOLE   108,832 0 0
RH COM 74967X103   27,418,263 83,189 SH   SOLE   83,189 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   93,666,286 3,047,049 SH   SOLE   3,047,049 0 0
SANA BIOTECHNOLOGY INC COM 799566104   12,598,248 2,113,800 SH   SOLE   2,113,800 0 0
SANOFI SPONSORED ADR 80105N105   6,254,610 116,041 SH   SOLE   116,041 0 0
SAREPTA THERAPEUTICS INC COM 803607100   693,762 6,058 SH   SOLE   6,058 0 0
STRYKER CORPORATION COM 863667101   1,330,192 4,360 SH   SOLE   4,360 0 0
SUTRO BIOPHARMA INC COM 869367102   27,359,172 5,883,693 SH   SOLE   5,883,693 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   23,921,169 237,031 SH   SOLE   237,031 0 0
TERNS PHARMACEUTICALS INC COM 880881107   48,666,056 5,561,835 SH   SOLE   5,561,835 0 0
THE CIGNA GROUP COM 125523100   1,122,400 4,000 SH   SOLE   4,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   3,787,905 7,260 SH   SOLE   7,260 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108   24,978,472 541,480 SH   SOLE   541,480 0 0
UNION PAC CORP COM 907818108   12,512,922 61,152 SH   SOLE   61,152 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   300,220 1,360 SH   SOLE   1,360 0 0
UNITEDHEALTH GROUP INC COM 91324P102   6,163,247 12,823 SH   SOLE   12,823 0 0
WATERS CORP COM 941848103   839,601 3,150 SH   SOLE   3,150 0 0
WELLS FARGO CO NEW COM 949746101   18,075,236 423,506 SH   SOLE   423,506 0 0
WORLD WRESTLING ENTMT INC CL A 98156Q108   16,271,368 150,008 SH   SOLE   150,008 0 0
WYNN RESORTS LTD COM 983134107   31,541,271 298,658 SH   SOLE   298,658 0 0
ZURA BIO LTD CLASS A ORD SHS G9TY5A101   23,370,000 2,850,000 SH   SOLE   2,850,000 0 0