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
4D MOLECULAR THERAPEUTICS IN COM 35104E100 31,661 3,937,914 SH   SOLE   3,937,914 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 231,329 2,958,932 SH   SOLE   2,958,932 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 213,555 29,993,708 SH   SOLE   29,993,708 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 99,700 1,246,400 SH   SOLE   1,246,400 0 0
AMAZON COM INC COM 023135106 1,049,426 9,286,956 SH   SOLE   9,286,956 0 0
AMERIPRISE FINL INC COM 03076C106 454,515 1,803,989 SH   SOLE   1,803,989 0 0
AMYLYX PHARMACEUTICALS INC COM 03237H101 162,441 5,770,536 SH   SOLE   5,770,536 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106 63,686 932,441 SH   SOLE   932,441 0 0
API GROUP CORP COM STK 00187Y100 448,786 33,819,567 SH   SOLE   33,819,567 0 0
AVANTOR INC COM 05352A100 56,814 2,898,662 SH   SOLE   2,898,662 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 432,256 5,099,164 SH   SOLE   5,099,164 0 0
BLOCK INC CL A 852234103 292,055 5,311,049 SH   SOLE   5,311,049 0 0
BOSTON SCIENTIFIC CORP COM 101137107 625,990 16,162,921 SH   SOLE   16,162,921 0 0
BRIDGEBIO PHARMA INC COM 10806X102 264,613 26,620,991 SH   SOLE   26,620,991 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 603,415 14,757,027 SH   SOLE   14,757,027 0 0
CADENCE DESIGN SYSTEM INC COM 127387108 98,963 605,539 SH   SOLE   605,539 0 0
CATALENT INC COM 148806102 121,113 1,673,755 SH   SOLE   1,673,755 0 0
CBRE GROUP INC CL A 12504L109 27,660 409,714 SH   SOLE   409,714 0 0
CHARLES RIV LABS INTL INC COM 159864107 129,588 658,478 SH   SOLE   658,478 0 0
CHUBB LIMITED COM H1467J104 653,539 3,593,242 SH   SOLE   3,593,242 0 0
CLOROX CO DEL COM 189054109 77,888 606,655 SH   SOLE   606,655 0 0
CME GROUP INC COM 12572Q105 147,215 831,110 SH   SOLE   831,110 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105 46,860 284,329 SH   SOLE   284,329 0 0
DAY ONE BIOPHARMACEUTICALS I COM 23954D109 31,218 1,558,563 SH   SOLE   1,558,563 0 0
DOLLAR GEN CORP NEW COM 256677105 581,989 2,426,368 SH   SOLE   2,426,368 0 0
DOMINOS PIZZA INC COM 25754A201 23,255 74,968 SH   SOLE   74,968 0 0
EDGEWISE THERAPEUTICS INC COM 28036F105 43,386 4,409,146 SH   SOLE   4,409,146 0 0
ELEVANCE HEALTH INC COM 036752103 1,061,487 2,336,841 SH   SOLE   2,336,841 0 0
FORTIVE CORP COM 34959J108 354,242 6,076,200 SH   SOLE   6,076,200 0 0
GENERAL ELECTRIC CO COM NEW 369604301 797,038 12,874,144 SH   SOLE   12,874,144 0 0
GINKGO BIOWORKS HOLDINGS INC CL A SHS 37611X100 317,722 101,834,126 SH   SOLE   101,834,126 0 0
GLOBAL E ONLINE LTD SHS M5216V106 42,163 1,575,580 SH   SOLE   1,575,580 0 0
GUARDANT HEALTH INC COM 40131M109 206,471 3,835,610 SH   SOLE   3,835,610 0 0
GUARDANT HEALTH INC NOTE 11/1 40131MAB5 87,926 120,000,000 PRN   SOLE   120,000,000 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 567,483 9,713,845 SH   SOLE   9,713,845 0 0
INHIBRX INC COM 45720L107 95,240 5,305,866 SH   SOLE   5,305,866 0 0
INSPIRE MED SYS INC COM 457730109 112,377 633,572 SH   SOLE   633,572 0 0
INSULET CORP COM 45784P101 140,172 611,038 SH   SOLE   611,038 0 0
INTELLIA THERAPEUTICS INC COM 45826J105 105,712 1,889,067 SH   SOLE   1,889,067 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 338,499 3,726,736 SH   SOLE   3,726,736 0 0
INTUIT COM 461202103 448,315 1,157,479 SH   SOLE   1,157,479 0 0
KARUNA THERAPEUTICS INC COM 48576A100 228,105 1,014,116 SH   SOLE   1,014,116 0 0
KE HLDGS INC SPONSORED ADS 482497104 68,240 3,895,000 SH   SOLE   3,895,000 0 0
KINNATE BIOPHARMA INC COM 49705R105 21,755 1,820,462 SH   SOLE   1,820,462 0 0
KKR & CO INC COM 48251W104 136,615 3,177,089 SH   SOLE   3,177,089 0 0
LAS VEGAS SANDS CORP COM 517834107 14,241 379,551 SH   SOLE   379,551 0 0
LIANBIO SPONSORED ADS 53000N108 7,093 3,564,173 SH   SOLE   3,564,173 0 0
LINDE PLC SHS G5494J103 84,004 311,600 SH   SOLE   311,600 0 0
MARSH & MCLENNAN COS INC COM 571748102 150,320 1,006,898 SH   SOLE   1,006,898 0 0
MASTERCARD INCORPORATED CL A 57636Q104 503,448 1,770,583 SH   SOLE   1,770,583 0 0
MATCH GROUP INC NEW COM 57667L107 18,229 381,750 SH   SOLE   381,750 0 0
MCKESSON CORP COM 58155Q103 886,578 2,608,580 SH   SOLE   2,608,580 0 0
META PLATFORMS INC CL A 30303M102 726,091 5,351,499 SH   SOLE   5,351,499 0 0
MICRON TECHNOLOGY INC COM 595112103 271,237 5,413,915 SH   SOLE   5,413,915 0 0
MICROSOFT CORP COM 594918104 817,559 3,510,344 SH   SOLE   3,510,344 0 0
MOLINA HEALTHCARE INC COM 60855R100 134,136 406,671 SH   SOLE   406,671 0 0
ORION ACQUISITION CORP UNIT 02/19/2026 68626A207 35,821 3,629,247 SH   SOLE   3,629,247 0 0
PARKER-HANNIFIN CORP COM 701094104 430,210 1,775,453 SH   SOLE   1,775,453 0 0
PAYPAL HLDGS INC COM 70450Y103 147,507 1,713,801 SH   SOLE   1,713,801 0 0
PEPGEN INC COM 713317105 16,289 1,793,923 SH   SOLE   1,793,923 0 0
PHARVARIS N V COM N69605108 20,050 2,496,923 SH   SOLE   2,496,923 0 0
PROGRESSIVE CORP COM 743315103 85,596 736,561 SH   SOLE   736,561 0 0
RALLYBIO CORP COM 75120L100 60,698 4,194,777 SH   SOLE   4,194,777 0 0
RH COM 74967X103 102,052 414,729 SH   SOLE   414,729 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 52,728 1,602,193 SH   SOLE   1,602,193 0 0
ROGERS COMMS B COM 775109200 130,159 3,378,977 SH   SOLE   3,378,977 0 0
ROIVANT SCIENCES LTD SHS G76279101 284,129 88,238,700 SH   SOLE   88,238,700 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 437,222 10,881,594 SH   SOLE   10,881,594 0 0
SALESFORCE INC COM 79466L302 345,309 2,400,649 SH   SOLE   2,400,649 0 0
SEA LTD SPONSORD ADS 81141R100 132,439 2,362,871 SH   SOLE   2,362,871 0 0
SERVICENOW INC COM 81762P102 122,107 323,368 SH   SOLE   323,368 0 0
SHOCKWAVE MED INC COM 82489T104 43,748 157,327 SH   SOLE   157,327 0 0
T-MOBILE US INC COM 872590104 446,062 3,324,606 SH   SOLE   3,324,606 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 305,680 2,804,400 SH   SOLE   2,804,400 0 0
TALARIS THERAPEUTICS INC COM 87410C104 8,652 3,289,617 SH   SOLE   3,289,617 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 19,781 383,510 SH   SOLE   383,510 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 301,036 593,537 SH   SOLE   593,537 0 0
TREVI THERAPEUTICS INC COM 89532M101 6,776 4,400,000 SH   SOLE   4,400,000 0 0
UBER TECHNOLOGIES INC COM 90353T100 434,497 16,396,107 SH   SOLE   16,396,107 0 0
UNITEDHEALTH GROUP INC COM 91324P102 176,032 348,550 SH   SOLE   348,550 0 0
UNUM GROUP COM 91529Y106 196,897 5,074,658 SH   SOLE   5,074,658 0 0
UPSTART HLDGS INC COM 91680M107 20,783 999,647 SH   SOLE   999,647 0 0
VALVOLINE INC COM 92047W101 148,184 5,847,839 SH   SOLE   5,847,839 0 0
VERASTEM INC COM 92337C104 7,840 9,224,000 SH   SOLE   9,224,000 0 0
VISA INC COM CL A 92826C839 949,821 5,346,584 SH   SOLE   5,346,584 0 0
WESTERN DIGITAL CORP. COM 958102105 240,894 7,400,746 SH   SOLE   7,400,746 0 0
ZAI LAB LTD ADR 98887Q104 89,427 2,614,817 SH   SOLE   2,614,817 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 104,657 2,512,177 SH   SOLE   2,512,177 0 0