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   86,517,606 4,787,914 SH   SOLE   4,787,914 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109   258,104,798 3,240,894 SH   SOLE   3,240,894 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109   201,257,781 29,993,708 SH   SOLE   29,993,708 0 0
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102   77,716,123 932,407 SH   SOLE   932,407 0 0
ALKERMES PLC SHS G01767105   66,239,408 2,116,275 SH   SOLE   2,116,275 0 0
AMAZON COM INC COM 023135106   573,755,163 4,401,313 SH   SOLE   4,401,313 0 0
AMERIPRISE FINL INC COM 03076C106   373,382,052 1,124,103 SH   SOLE   1,124,103 0 0
AMYLYX PHARMACEUTICALS INC COM 03237H101   63,902,311 2,962,555 SH   SOLE   2,962,555 0 0
API GROUP CORP COM STK 00187Y100   932,279,242 34,199,532 SH   SOLE   34,199,532 0 0
ARISTA NETWORKS INC COM 040413106   330,049,289 2,036,587 SH   SOLE   2,036,587 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   360,310,124 4,156,785 SH   SOLE   4,156,785 0 0
BRIDGEBIO PHARMA INC COM 10806X102   457,881,045 26,620,991 SH   SOLE   26,620,991 0 0
C3 AI INC CL A 12468P104   6,544,759 179,653 SH   SOLE   179,653 0 0
CADENCE DESIGN SYSTEM INC COM 127387108   410,467,926 1,750,247 SH   SOLE   1,750,247 0 0
CBRE GROUP INC CL A 12504L109   369,498,128 4,578,096 SH   SOLE   4,578,096 0 0
CHUBB LIMITED COM H1467J104   186,964,592 970,942 SH   SOLE   970,942 0 0
CNH INDL N V SHS N20944109   68,632,819 4,766,168 SH   SOLE   4,766,168 0 0
COLGATE PALMOLIVE CO COM 194162103   95,416,582 1,238,533 SH   SOLE   1,238,533 0 0
CONSTELLATION ENERGY CORP COM 21037T109   95,310,142 1,041,072 SH   SOLE   1,041,072 0 0
COUPANG INC CL A 22266T109   266,484,567 15,315,205 SH   SOLE   15,315,205 0 0
CSX CORP COM 126408103   436,717,029 12,806,951 SH   SOLE   12,806,951 0 0
DANAHER CORPORATION COM 235851102   1,021,622,640 4,256,761 SH   SOLE   4,256,761 0 0
DATADOG INC CL A COM 23804L103   86,562,398 879,878 SH   SOLE   879,878 0 0
DAY ONE BIOPHARMACEUTICALS I COM 23954D109   30,549,242 2,558,563 SH   SOLE   2,558,563 0 0
DELL TECHNOLOGIES INC CL C 24703L202   65,754,905 1,215,208 SH   SOLE   1,215,208 0 0
DOORDASH INC CL A 25809K105   206,360,747 2,700,350 SH   SOLE   2,700,350 0 0
EDGEWISE THERAPEUTICS INC COM 28036F105   46,060,273 5,943,261 SH   SOLE   5,943,261 0 0
ELEVANCE HEALTH INC COM 036752103   627,648,927 1,412,701 SH   SOLE   1,412,701 0 0
EMERSON ELEC CO COM 291011104   171,873,873 1,901,470 SH   SOLE   1,901,470 0 0
EPAM SYS INC COM 29414B104   171,912,848 764,907 SH   SOLE   764,907 0 0
EVEREST RE GROUP LTD COM G3223R108   354,912,899 1,038,182 SH   SOLE   1,038,182 0 0
FARFETCH LTD ORD SH CL A 30744W107   28,808,396 4,769,602 SH   SOLE   4,769,602 0 0
FIVE9 INC COM 338307101   178,882,448 2,169,587 SH   SOLE   2,169,587 0 0
FORTINET INC COM 34959E109   581,233,204 7,689,287 SH   SOLE   7,689,287 0 0
FORTIVE CORP COM 34959J108   732,613,582 9,798,229 SH   SOLE   9,798,229 0 0
GALLAGHER ARTHUR J & CO COM 363576109   180,599,619 822,515 SH   SOLE   822,515 0 0
GENERAL ELECTRIC CO COM NEW 369604301   784,128,634 7,138,176 SH   SOLE   7,138,176 0 0
GINKGO BIOWORKS HOLDINGS INC CL A SHS 37611X100   266,138,335 143,085,126 SH   SOLE   143,085,126 0 0
GUARDANT HEALTH INC COM 40131M109   57,076,871 1,594,326 SH   SOLE   1,594,326 0 0
GUARDANT HEALTH INC NOTE 11/1 40131MAB5   86,395,602 120,000,000 PRN   SOLE   120,000,000 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   649,060,898 9,312,208 SH   SOLE   9,312,208 0 0
INHIBRX INC COM 45720L107   172,353,606 6,639,199 SH   SOLE   6,639,199 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   284,133,594 3,569,966 SH   SOLE   3,569,966 0 0
INTUIT COM 461202103   482,635,353 1,053,352 SH   SOLE   1,053,352 0 0
KARUNA THERAPEUTICS INC COM 48576A100   205,564,042 947,955 SH   SOLE   947,955 0 0
KBR INC COM 48242W106   78,280,647 1,203,207 SH   SOLE   1,203,207 0 0
KENVUE INC COM 49177J102   83,006,330 3,141,799 SH   SOLE   3,141,799 0 0
KINNATE BIOPHARMA INC COM 49705R105   5,516,000 1,820,462 SH   SOLE   1,820,462 0 0
LIANBIO SPONSORED ADS 53000N108   8,126,314 3,564,173 SH   SOLE   3,564,173 0 0
LULULEMON ATHLETICA INC COM 550021109   450,261,329 1,189,594 SH   SOLE   1,189,594 0 0
MASTERCARD INCORPORATED CL A 57636Q104   398,304,743 1,012,725 SH   SOLE   1,012,725 0 0
MCKESSON CORP COM 58155Q103   223,971,545 524,143 SH   SOLE   524,143 0 0
META PLATFORMS INC CL A 30303M102   744,583,385 2,594,548 SH   SOLE   2,594,548 0 0
MICRON TECHNOLOGY INC COM 595112103   279,220,034 4,424,339 SH   SOLE   4,424,339 0 0
MICROSOFT CORP COM 594918104   409,346,448 1,202,051 SH   SOLE   1,202,051 0 0
NETFLIX INC COM 64110L106   277,889,724 630,865 SH   SOLE   630,865 0 0
NEW RELIC INC COM 64829B100   71,909,268 1,098,858 SH   SOLE   1,098,858 0 0
NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES N62509109   77,577,078 6,524,565 SH   SOLE   6,524,565 0 0
NVIDIA CORPORATION COM 67066G104   132,151,448 312,400 SH   SOLE   312,400 0 0
PEPGEN INC COM 713317105   13,252,960 1,482,434 SH   SOLE   1,482,434 0 0
PHARVARIS N V COM N69605108   50,773,510 3,231,923 SH   SOLE   3,231,923 0 0
PHILIP MORRIS INTL INC COM 718172109   883,997,129 9,055,492 SH   SOLE   9,055,492 0 0
PPG INDS INC COM 693506107   133,472,669 900,018 SH   SOLE   900,018 0 0
PROGRESSIVE CORP COM 743315103   52,476,366 396,437 SH   SOLE   396,437 0 0
RALLYBIO CORP COM 75120L100   23,742,438 4,194,777 SH   SOLE   4,194,777 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103   90,514,546 5,433,046 SH   SOLE   5,433,046 0 0
ROGERS COMMS B COM 775109200   80,489,337 1,764,200 SH   SOLE   1,764,200 0 0
ROIVANT SCIENCES LTD SHS G76279101   758,406,096 75,238,700 SH   SOLE   75,238,700 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   302,817,650 9,850,932 SH   SOLE   9,850,932 0 0
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103   197,142,568 3,186,400 SH   SOLE   3,186,400 0 0
SHERWIN WILLIAMS CO COM 824348106   603,983,123 2,274,718 SH   SOLE   2,274,718 0 0
SYNOPSYS INC COM 871607107   135,241,829 310,608 SH   SOLE   310,608 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   29,606,044 363,800 SH   SOLE   363,800 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   434,739,318 833,233 SH   SOLE   833,233 0 0
TREVI THERAPEUTICS INC COM 89532M101   10,516,000 4,400,000 SH   SOLE   4,400,000 0 0
UNITED PARCEL SERVICE INC CL B 911312106   159,387,308 889,190 SH   SOLE   889,190 0 0
UNITEDHEALTH GROUP INC COM 91324P102   862,400,336 1,794,275 SH   SOLE   1,794,275 0 0
UNUM GROUP COM 91529Y106   251,445,160 5,271,387 SH   SOLE   5,271,387 0 0
VALVOLINE INC COM 92047W101   288,182,353 7,682,814 SH   SOLE   7,682,814 0 0
VERASTEM INC COM NEW 92337C203   14,034,012 1,886,292 SH   SOLE   1,886,292 0 0
VIKING THERAPEUTICS INC COM 92686J106   57,456,442 3,544,506 SH   SOLE   3,544,506 0 0
VISA INC COM CL A 92826C839   1,695,675,119 7,140,286 SH   SOLE   7,140,286 0 0
WORKDAY INC CL A 98138H101   686,393,646 3,038,619 SH   SOLE   3,038,619 0 0
XPO INC COM 983793100   75,593,160 1,281,240 SH   SOLE   1,281,240 0 0
ZAI LAB LTD ADR 98887Q104   72,914,510 2,629,445 SH   SOLE   2,629,445 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104   31,344,920 1,234,538 SH   SOLE   1,234,538 0 0