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 86,398 3,937,914 SH   SOLE   3,937,914 0 0
ABIOMED INC COM 003654100 29,657 82,572 SH   SOLE   82,572 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 126,898 2,090,576 SH   SOLE   2,090,576 0 0
ADAPTHEALTH CORP COMMON STOCK 00653Q102 96,612 3,949,783 SH   SOLE   3,949,783 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 841,623 29,993,708 SH   SOLE   29,993,708 0 0
AMAZON COM INC COM 023135106 927,610 278,199 SH   SOLE   278,199 0 0
AMEDISYS INC COM 023436108 63,316 391,131 SH   SOLE   391,131 0 0
AMERICAN INTL GROUP INC COM NEW 026874784 165,081 2,903,295 SH   SOLE   2,903,295 0 0
AMERIPRISE FINL INC COM 03076C106 438,552 1,453,796 SH   SOLE   1,453,796 0 0
AON PLC SHS CL A G0403H108 454,001 1,510,517 SH   SOLE   1,510,517 0 0
API GROUP CORP COM STK 00187Y100 859,000 33,333,333 SH   SOLE   33,333,333 0 0
APOLLO GLOBAL MGMT INC COM CL A 03768E105 38,983 538,212 SH   SOLE   538,212 0 0
ASSURANT INC COM 04621X108 268,667 1,723,771 SH   SOLE   1,723,771 0 0
AVANTOR INC COM 05352A100 370,299 8,787,342 SH   SOLE   8,787,342 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 48,066 348,783 SH   SOLE   348,783 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 253,560 2,869,947 SH   SOLE   2,869,947 0 0
BLOCK INC CL A 852234103 73,478 454,947 SH   SOLE   454,947 0 0
BOOKING HOLDINGS INC COM 09857L108 307,768 128,278 SH   SOLE   128,278 0 0
BOSTON SCIENTIFIC CORP COM 101137107 805,485 18,961,501 SH   SOLE   18,961,501 0 0
BRIDGEBIO PHARMA INC COM 10806X102 444,038 26,620,991 SH   SOLE   26,620,991 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 113,204 1,815,619 SH   SOLE   1,815,619 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 1,062,875 17,603,102 SH   SOLE   17,603,102 0 0
CATALENT INC COM 148806102 145,871 1,139,354 SH   SOLE   1,139,354 0 0
CELLDEX THERAPEUTICS INC NEW COM NEW 15117B202 29,285 757,881 SH   SOLE   757,881 0 0
CENTENE CORP DEL COM 15135B101 710,176 8,618,638 SH   SOLE   8,618,638 0 0
CHARLES RIV LABS INTL INC COM 159864107 146,993 390,129 SH   SOLE   390,129 0 0
CHUBB LIMITED COM H1467J104 713,655 3,691,765 SH   SOLE   3,691,765 0 0
COMCAST CORP NEW CL A 20030N101 715,345 14,213,091 SH   SOLE   14,213,091 0 0
COUPA SOFTWARE INC COM 22266L106 658,757 4,168,030 SH   SOLE   4,168,030 0 0
COUPA SOFTWARE INC NOTE 0.375% 6/1 22266LAF3 95,000 100,000,000 PRN   SOLE   100,000,000 0 0
DAY ONE BIOPHARMACEUTICALS I COM 23954D109 19,503 1,157,424 SH   SOLE   1,157,424 0 0
DEERE & CO COM 244199105 320,060 933,418 SH   SOLE   933,418 0 0
EDGEWISE THERAPEUTICS INC COM 28036F105 41,672 2,727,249 SH   SOLE   2,727,249 0 0
FARFETCH LTD ORD SH CL A 30744W107 198,778 5,946,096 SH   SOLE   5,946,096 0 0
FEDEX CORP COM 31428X106 169,472 655,242 SH   SOLE   655,242 0 0
FIGS INC CL A 30260D103 406,309 14,742,689 SH   SOLE   14,742,689 0 0
FLEETCOR TECHNOLOGIES INC COM 339041105 220,122 983,391 SH   SOLE   983,391 0 0
FORTIVE CORP COM 34959J108 647,316 8,484,942 SH   SOLE   8,484,942 0 0
GENERAL ELECTRIC CO COM NEW 369604301 1,704,348 18,041,156 SH   SOLE   18,041,156 0 0
GINKGO BIOWORKS HOLDINGS INC CL A SHS 37611X100 2,817,548 339,055,144 SH   SOLE   339,055,144 0 0
GLOBAL E ONLINE LTD SHS M5216V106 319,415 5,038,891 SH   SOLE   5,038,891 0 0
GRACELL BIOTECHNOLOGIES INC SPONSORED ADS 38406L103 2,970 491,647 SH   SOLE   491,647 0 0
GUARDANT HEALTH INC COM 40131M109 507,540 5,074,389 SH   SOLE   5,074,389 0 0
GUARDANT HEALTH INC NOTE 11/1 40131MAB5 121,992 120,000,000 PRN   SOLE   120,000,000 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 315,781 4,852,938 SH   SOLE   4,852,938 0 0
HUMANA INC COM 444859102 1,235,430 2,663,368 SH   SOLE   2,663,368 0 0
ICOSAVAX INC COM 45114M109 41,111 1,796,800 SH   SOLE   1,796,800 0 0
INHIBRX INC COM 45720L107 231,707 5,305,866 SH   SOLE   5,305,866 0 0
INSULET CORP COM 45784P101 180,447 678,194 SH   SOLE   678,194 0 0
INTELLIA THERAPEUTICS INC COM 45826J105 186,764 1,579,536 SH   SOLE   1,579,536 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 76,980 510,985 SH   SOLE   510,985 0 0
JD.COM INC SPON ADR CL A 47215P106 263,878 3,765,921 SH   SOLE   3,765,921 0 0
KARUNA THERAPEUTICS INC COM 48576A100 113,140 863,664 SH   SOLE   863,664 0 0
KE HLDGS INC SPONSORED ADS 482497104 58,756 2,920,256 SH   SOLE   2,920,256 0 0
KINNATE BIOPHARMA INC COM 49705R105 32,259 1,820,462 SH   SOLE   1,820,462 0 0
KKR & CO INC COM 48251W104 60,053 806,081 SH   SOLE   806,081 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 267,125 850,147 SH   SOLE   850,147 0 0
LI AUTO INC SPONSORED ADS 50202M102 144,000 4,485,985 SH   SOLE   4,485,985 0 0
LIANBIO SPONSORED ADS 53000N108 9,240 1,500,000 SH   SOLE   1,500,000 0 0
LITHIA MTRS INC COM 536797103 234,912 791,084 SH   SOLE   791,084 0 0
MARSH & MCLENNAN COS INC COM 571748102 219,286 1,261,570 SH   SOLE   1,261,570 0 0
MATCH GROUP INC NEW COM 57667L107 251,219 1,899,574 SH   SOLE   1,899,574 0 0
MCDONALDS CORP COM 580135101 256,878 958,248 SH   SOLE   958,248 0 0
MELI KASZEK PIONEER CORP CLASS A ORD G5S74L106 10,175 880,185 SH   SOLE   880,185 0 0
META PLATFORMS INC CL A 30303M102 634,530 1,886,516 SH   SOLE   1,886,516 0 0
MICROSOFT CORP COM 594918104 986,347 2,932,762 SH   SOLE   2,932,762 0 0
MOLINA HEALTHCARE INC COM 60855R100 142,400 447,686 SH   SOLE   447,686 0 0
NUVALENT INC COM 670703107 31,372 1,647,671 SH   SOLE   1,647,671 0 0
OLAPLEX HLDGS INC COM 679369108 46,992 1,613,189 SH   SOLE   1,613,189 0 0
ON HLDG AG NAMEN AKT A H5919C104 11,343 300,000 SH   SOLE   300,000 0 0
ORION ACQUISITION CORP UNIT 02/19/2026 68626A207 36,142 3,669,272 SH   SOLE   3,669,272 0 0
PALO ALTO NETWORKS INC COM 697435105 220,008 395,157 SH   SOLE   395,157 0 0
PARKER-HANNIFIN CORP COM 701094104 972,468 3,056,921 SH   SOLE   3,056,921 0 0
PELOTON INTERACTIVE INC CL A COM 70614W100 141,308 3,951,576 SH   SOLE   3,951,576 0 0
PHARVARIS N V COM N69605108 38,847 2,455,536 SH   SOLE   2,455,536 0 0
PMV PHARMACEUTICALS INC COM 69353Y103 41,356 1,790,284 SH   SOLE   1,790,284 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105 122,746 4,907,892 SH   SOLE   4,907,892 0 0
PULTE GROUP INC COM 745867101 52,225 913,668 SH   SOLE   913,668 0 0
PVH CORPORATION COM 693656100 81,993 768,809 SH   SOLE   768,809 0 0
RALLYBIO CORP COM 75120L100 40,018 4,194,777 SH   SOLE   4,194,777 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 332,263 3,204,389 SH   SOLE   3,204,389 0 0
ROIVANT SCIENCES LTD SHS G76279101 889,446 88,238,700 SH   SOLE   88,238,700 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 411,068 10,315,378 SH   SOLE   10,315,378 0 0
SEA LTD SPONSORD ADS 81141R100 98,461 440,129 SH   SOLE   440,129 0 0
SEMA4 HOLDINGS CORP COM CL A 81663L101 5,469 1,226,307 SH   SOLE   1,226,307 0 0
SERVICENOW INC COM 81762P102 145,570 224,261 SH   SOLE   224,261 0 0
SUNRUN INC COM 86771W105 131,138 3,823,259 SH   SOLE   3,823,259 0 0
T-MOBILE US INC COM 872590104 1,524,938 13,148,287 SH   SOLE   13,148,287 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 213,968 1,203,961 SH   SOLE   1,203,961 0 0
TALARIS THERAPEUTICS INC COM 87410C104 50,298 3,289,617 SH   SOLE   3,289,617 0 0
TDCX INC ADS 87190U100 19,428 1,014,497 SH   SOLE   1,014,497 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 262,326 3,211,241 SH   SOLE   3,211,241 0 0
TESLA INC COM 88160R101 183,533 173,672 SH   SOLE   173,672 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 140,826 211,058 SH   SOLE   211,058 0 0
TWILIO INC CL A 90138F102 784,858 2,980,398 SH   SOLE   2,980,398 0 0
UBER TECHNOLOGIES INC COM 90353T100 443,820 10,584,794 SH   SOLE   10,584,794 0 0
VISA INC COM CL A 92826C839 860,681 3,971,579 SH   SOLE   3,971,579 0 0
VTEX SHS CL A G9470A102 32,410 3,023,280 SH   SOLE   3,023,280 0 0
WESTERN DIGITAL CORP. COM 958102105 85,492 1,311,029 SH   SOLE   1,311,029 0 0
WILLIS TOWERS WATSON PLC LTD SHS G96629103 228,543 962,328 SH   SOLE   962,328 0 0
WORKDAY INC CL A 98138H101 478,499 1,751,589 SH   SOLE   1,751,589 0 0
XPENG INC ADS 98422D105 73,305 1,456,496 SH   SOLE   1,456,496 0 0
ZAI LAB LTD ADR 98887Q104 189,742 3,018,958 SH   SOLE   3,018,958 0 0
ZENTALIS PHARMACEUTICALS INC COM 98943L107 178,063 2,118,284 SH   SOLE   2,118,284 0 0
ZILLOW GROUP INC CL C CAP STK 98954M200 80,337 1,258,215 SH   SOLE   1,258,215 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 317,123 2,496,245 SH   SOLE   2,496,245 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 173,745 2,706,305 SH   SOLE   2,706,305 0 0