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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 930,455 33,493,708 SH   SOLE   33,493,708 0 0
AGILENT TECHNOLOGIES INC COM 00846U101 199,782 2,789,478 SH   SOLE   2,789,478 0 0
ALPHABET INC CAP STK CL A 02079K305 363,898 313,179 SH   SOLE   313,179 0 0
AMAZON COM INC COM 023135106 1,715,935 880,093 SH   SOLE   880,093 0 0
AMERICAN EXPRESS CO COM 025816109 332,020 3,878,280 SH   SOLE   3,878,280 0 0
ANAPLAN INC COM 03272L108 3,532 116,722 SH   SOLE   116,722 0 0
ANTHEM INC COM 036752103 411,086 1,810,632 SH   SOLE   1,810,632 0 0
AON PLC SHS CL A G0408V102 378,027 2,290,520 SH   SOLE   2,290,520 0 0
ASSURANT INC COM 04621X108 223,627 2,148,405 SH   SOLE   2,148,405 0 0
ATYR PHARMA INC COM NEW 002120202 1,645 587,444 SH   SOLE   587,444 0 0
AVANTOR INC COM 05352A100 125,535 10,050,838 SH   SOLE   10,050,838 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 122,831 1,453,625 SH   SOLE   1,453,625 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 93,595 1,600,467 SH   SOLE   1,600,467 0 0
BOOKING HLDGS INC COM 09857L108 251,500 186,944 SH   SOLE   186,944 0 0
BOSTON SCIENTIFIC CORP COM 101137107 1,038,163 31,816,197 SH   SOLE   31,816,197 0 0
BRIDGEBIO PHARMA INC COM 10806X102 772,009 26,620,991 SH   SOLE   26,620,991 0 0
BRISTOL-MYERS SQUIBB CO RIGHT 99/99/9999 110122157 74,629 19,639,201 SH   SOLE   19,639,201 0 0
CANADA GOOSE HOLDINGS INC SHS SUB VTG 135086106 27,716 1,393,448 SH   SOLE   1,393,448 0 0
CATALENT INC COM 148806102 100,675 1,937,928 SH   SOLE   1,937,928 0 0
CENTENE CORP DEL COM 15135B101 964,257 16,230,552 SH   SOLE   16,230,552 0 0
CHANGE HEALTHCARE INC COM 15912K100 127,645 12,777,239 SH   SOLE   12,777,239 0 0
CHUBB LIMITED COM H1467J104 102,592 918,541 SH   SOLE   918,541 0 0
CIGNA CORP NEW COM 125523100 451,447 2,547,958 SH   SOLE   2,547,958 0 0
CME GROUP INC COM 12572Q105 294,288 1,701,973 SH   SOLE   1,701,973 0 0
COMCAST CORP NEW CL A 20030N101 615,498 17,902,783 SH   SOLE   17,902,783 0 0
COOPER COS INC COM NEW 216648402 120,464 436,986 SH   SOLE   436,986 0 0
COVETRUS INC COM 22304C100 5,149 632,521 SH   SOLE   632,521 0 0
CSX CORP COM 126408103 48,372 844,182 SH   SOLE   844,182 0 0
EDITAS MEDICINE INC COM 28106W103 10,157 512,179 SH   SOLE   512,179 0 0
ENCOMPASS HEALTH CORP COM 29261A100 92,597 1,446,151 SH   SOLE   1,446,151 0 0
EXACT SCIENCES CORP COM 30063P105 140,799 2,427,570 SH   SOLE   2,427,570 0 0
FACEBOOK INC CL A 30303M102 335,122 2,009,125 SH   SOLE   2,009,125 0 0
FIDELITY NATL INFORMATION SV COM 31620M106 462,177 3,799,548 SH   SOLE   3,799,548 0 0
FORTIVE CORP COM 34959J108 519,708 9,416,697 SH   SOLE   9,416,697 0 0
GALLAGHER ARTHUR J & CO COM 363576109 94,450 1,158,751 SH   SOLE   1,158,751 0 0
GENMAB A/S SPONSORED ADS 372303206 17,820 840,985 SH   SOLE   840,985 0 0
GUARDANT HEALTH INC COM 40131M109 264,372 3,798,450 SH   SOLE   3,798,450 0 0
HORIZON THERAPEUTICS PUB LTD SHS G46188101 58,981 1,991,270 SH   SOLE   1,991,270 0 0
INGERSOLL RAND INC COM 45687V106 297,903 12,012,233 SH   SOLE   12,012,233 0 0
JD COM INC SPON ADR CL A 47215P106 763,768 18,858,480 SH   SOLE   18,858,480 0 0
JPMORGAN CHASE & CO COM 46625H100 367,801 4,085,317 SH   SOLE   4,085,317 0 0
LAS VEGAS SANDS CORP COM 517834107 131,418 3,094,371 SH   SOLE   3,094,371 0 0
LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 52,377 1,923,501 SH   SOLE   1,923,501 0 0
LOWES COS INC COM 548661107 470,706 5,470,144 SH   SOLE   5,470,144 0 0
MERCADOLIBRE INC COM 58733R102 190,197 389,285 SH   SOLE   389,285 0 0
MICROCHIP TECHNOLOGY INC COM 595017104 27,679 408,240 SH   SOLE   408,240 0 0
MICRON TECHNOLOGY INC COM 595112103 282,293 6,711,669 SH   SOLE   6,711,669 0 0
MICROSOFT CORP COM 594918104 772,832 4,900,338 SH   SOLE   4,900,338 0 0
MODERNA INC COM 60770K107 29,797 994,886 SH   SOLE   994,886 0 0
MOLINA HEALTHCARE INC COM 60855R100 190,739 1,365,252 SH   SOLE   1,365,252 0 0
NETFLIX INC COM 64110L106 998,547 2,659,247 SH   SOLE   2,659,247 0 0
NORFOLK SOUTHERN CORP COM 655844108 258,102 1,767,825 SH   SOLE   1,767,825 0 0
O REILLY AUTOMOTIVE INC NEW COM 67103H107 201,505 669,339 SH   SOLE   669,339 0 0
PROGRESSIVE CORP OHIO COM 743315103 154,239 2,088,830 SH   SOLE   2,088,830 0 0
SALESFORCE COM INC COM 79466L302 504,927 3,506,928 SH   SOLE   3,506,928 0 0
SEA LTD SPONSORED ADS 81141R100 58,660 1,323,864 SH   SOLE   1,323,864 0 0
SERVICENOW INC COM 81762P102 191,577 668,493 SH   SOLE   668,493 0 0
SMILEDIRECTCLUB INC CL A COM 83192H106 10,666 2,283,972 SH   SOLE   2,283,972 0 0
T MOBILE US INC COM 872590104 105,201 1,253,880 SH   SOLE   1,253,880 0 0
UBER TECHNOLOGIES INC COM 90353T100 732,236 26,226,216 SH   SOLE   26,226,216 0 0
VARIAN MED SYS INC COM 92220P105 89,018 867,110 SH   SOLE   867,110 0 0
VIELA BIO INC COM 926613100 47,500 1,250,000 SH   SOLE   1,250,000 0 0
VISA INC COM CL A 92826C839 69,299 430,109 SH   SOLE   430,109 0 0
WORKDAY INC CL A 98138H101 320,599 2,461,978 SH   SOLE   2,461,978 0 0