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 59,541 3,937,914 SH   SOLE   3,937,914 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 139,607 2,130,433 SH   SOLE   2,130,433 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 416,313 29,993,708 SH   SOLE   29,993,708 0 0
AMAZON COM INC COM 023135106 1,378,480 422,853 SH   SOLE   422,853 0 0
AMERIPRISE FINL INC COM 03076C106 277,331 923,328 SH   SOLE   923,328 0 0
AMYLYX PHARMACEUTICALS INC COM 03237H101 92,141 7,170,536 SH   SOLE   7,170,536 0 0
ANTHEM INC COM 036752103 69,210 140,895 SH   SOLE   140,895 0 0
AON PLC SHS CL A G0403H108 518,755 1,593,080 SH   SOLE   1,593,080 0 0
API GROUP CORP COM STK 00187Y100 703,731 33,463,200 SH   SOLE   33,463,200 0 0
AVANTOR INC COM 05352A100 117,016 3,459,963 SH   SOLE   3,459,963 0 0
BIOHAVEN PHARMACTL HLDG CO L COM G11196105 114,555 966,139 SH   SOLE   966,139 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 289,310 3,752,393 SH   SOLE   3,752,393 0 0
BLACKSTONE INC COM 09260D107 64,687 509,587 SH   SOLE   509,587 0 0
BLOCK INC CL A 852234103 61,228 451,534 SH   SOLE   451,534 0 0
BOEING CO COM 097023105 58,474 305,347 SH   SOLE   305,347 0 0
BOOKING HOLDINGS INC COM 09857L108 127,366 54,234 SH   SOLE   54,234 0 0
BOSTON SCIENTIFIC CORP COM 101137107 568,646 12,839,142 SH   SOLE   12,839,142 0 0
BRIDGEBIO PHARMA INC COM 10806X102 270,203 26,620,991 SH   SOLE   26,620,991 0 0
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 112585104 922,373 16,304,989 SH   SOLE   16,304,989 0 0
CATALENT INC COM 148806102 210,005 1,893,644 SH   SOLE   1,893,644 0 0
CELLDEX THERAPEUTICS INC NEW COM NEW 15117B202 62,897 1,846,647 SH   SOLE   1,846,647 0 0
CENTENE CORP DEL COM 15135B101 657,191 7,806,040 SH   SOLE   7,806,040 0 0
CHARLES RIV LABS INTL INC COM 159864107 148,134 521,653 SH   SOLE   521,653 0 0
CHUBB LIMITED COM H1467J104 684,740 3,201,215 SH   SOLE   3,201,215 0 0
COMCAST CORP NEW CL A 20030N101 659,163 14,078,668 SH   SOLE   14,078,668 0 0
DAY ONE BIOPHARMACEUTICALS I COM 23954D109 11,482 1,157,424 SH   SOLE   1,157,424 0 0
DEERE & CO COM 244199105 167,498 403,163 SH   SOLE   403,163 0 0
DOLLAR GEN CORP NEW COM 256677105 86,451 388,317 SH   SOLE   388,317 0 0
EDGEWISE THERAPEUTICS INC COM 28036F105 26,454 2,727,249 SH   SOLE   2,727,249 0 0
FARFETCH LTD ORD SH CL A 30744W107 42,627 2,819,222 SH   SOLE   2,819,222 0 0
FORTIVE CORP COM 34959J108 733,180 12,033,157 SH   SOLE   12,033,157 0 0
GENERAL ELECTRIC CO COM NEW 369604301 1,171,976 12,808,478 SH   SOLE   12,808,478 0 0
GINKGO BIOWORKS HOLDINGS INC CL A SHS 37611X100 205,752 51,055,144 SH   SOLE   51,055,144 0 0
GLOBAL E ONLINE LTD SHS M5216V106 173,239 5,128,448 SH   SOLE   5,128,448 0 0
GUARDANT HEALTH INC COM 40131M109 385,002 5,812,234 SH   SOLE   5,812,234 0 0
GUARDANT HEALTH INC NOTE 11/1 40131MAB5 96,852 120,000,000 PRN   SOLE   120,000,000 0 0
HDFC BANK LTD SPONSORED ADS 40415F101 433,807 7,073,317 SH   SOLE   7,073,317 0 0
INHIBRX INC COM 45720L107 118,215 5,305,866 SH   SOLE   5,305,866 0 0
INSPIRE MED SYS INC COM 457730109 79,800 310,881 SH   SOLE   310,881 0 0
INSULET CORP COM 45784P101 145,818 547,387 SH   SOLE   547,387 0 0
INTELLIA THERAPEUTICS INC COM 45826J105 179,405 2,468,760 SH   SOLE   2,468,760 0 0
INTERNATIONAL FLAVORS&FRAGRA COM 459506101 498,690 3,797,230 SH   SOLE   3,797,230 0 0
JD.COM INC SPON ADR CL A 47215P106 101,176 1,748,330 SH   SOLE   1,748,330 0 0
JPMORGAN CHASE & CO COM 46625H100 16,318 119,706 SH   SOLE   119,706 0 0
KARUNA THERAPEUTICS INC COM 48576A100 123,537 974,345 SH   SOLE   974,345 0 0
KE HLDGS INC SPONSORED ADS 482497104 166,254 13,440,125 SH   SOLE   13,440,125 0 0
KINNATE BIOPHARMA INC COM 49705R105 20,498 1,820,462 SH   SOLE   1,820,462 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 191,756 727,287 SH   SOLE   727,287 0 0
LI AUTO INC SPONSORED ADS 50202M102 154,872 6,000,478 SH   SOLE   6,000,478 0 0
LIANBIO SPONSORED ADS 53000N108 5,565 1,500,000 SH   SOLE   1,500,000 0 0
LITHIA MTRS INC COM 536797103 95,109 316,904 SH   SOLE   316,904 0 0
MARSH & MCLENNAN COS INC COM 571748102 383,555 2,250,643 SH   SOLE   2,250,643 0 0
MASTERCARD INCORPORATED CL A 57636Q104 640,957 1,793,488 SH   SOLE   1,793,488 0 0
MATCH GROUP INC NEW COM 57667L107 298,433 2,744,468 SH   SOLE   2,744,468 0 0
META PLATFORMS INC CL A 30303M102 268,967 1,209,602 SH   SOLE   1,209,602 0 0
METLIFE INC COM 59156R108 95,733 1,362,166 SH   SOLE   1,362,166 0 0
MICROSOFT CORP COM 594918104 1,023,317 3,319,116 SH   SOLE   3,319,116 0 0
MOLINA HEALTHCARE INC COM 60855R100 139,068 416,883 SH   SOLE   416,883 0 0
NUVALENT INC COM 670703107 15,420 1,110,170 SH   SOLE   1,110,170 0 0
OLAPLEX HLDGS INC COM 679369108 25,214 1,613,189 SH   SOLE   1,613,189 0 0
ORION ACQUISITION CORP UNIT 02/19/2026 68626A207 37,244 3,788,774 SH   SOLE   3,788,774 0 0
OTIS WORLDWIDE CORP COM 68902V107 272,262 3,538,164 SH   SOLE   3,538,164 0 0
PARKER-HANNIFIN CORP COM 701094104 898,195 3,165,334 SH   SOLE   3,165,334 0 0
PERRIGO CO PLC SHS G97822103 97,046 2,525,266 SH   SOLE   2,525,266 0 0
PHARVARIS N V COM N69605108 46,382 2,480,319 SH   SOLE   2,480,319 0 0
PMV PHARMACEUTICALS INC COM 69353Y103 22,402 1,076,000 SH   SOLE   1,076,000 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105 128,025 3,658,892 SH   SOLE   3,658,892 0 0
PROGRESSIVE CORP COM 743315103 118,243 1,037,306 SH   SOLE   1,037,306 0 0
PVH CORPORATION COM 693656100 118,161 1,542,375 SH   SOLE   1,542,375 0 0
RALLYBIO CORP COM 75120L100 29,280 4,194,777 SH   SOLE   4,194,777 0 0
RIVIAN AUTOMOTIVE INC COM CL A 76954A103 160,989 3,204,389 SH   SOLE   3,204,389 0 0
ROIVANT SCIENCES LTD SHS G76279101 435,899 88,238,700 SH   SOLE   88,238,700 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 419,384 10,764,472 SH   SOLE   10,764,472 0 0
SERVICENOW INC COM 81762P102 245,282 440,450 SH   SOLE   440,450 0 0
SHOPIFY INC CL A 82509L107 151,226 223,721 SH   SOLE   223,721 0 0
T-MOBILE US INC COM 872590104 1,722,223 13,418,175 SH   SOLE   13,418,175 0 0
TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 90,467 588,443 SH   SOLE   588,443 0 0
TALARIS THERAPEUTICS INC COM 87410C104 32,370 3,289,617 SH   SOLE   3,289,617 0 0
TDCX INC ADS 87190U100 1,715 141,117 SH   SOLE   141,117 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 192,004 2,233,647 SH   SOLE   2,233,647 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 286,286 484,696 SH   SOLE   484,696 0 0
UBER TECHNOLOGIES INC COM 90353T100 372,399 10,437,199 SH   SOLE   10,437,199 0 0
UNITEDHEALTH GROUP INC COM 91324P102 39,222 76,910 SH   SOLE   76,910 0 0
UNUM GROUP COM 91529Y106 35,847 1,137,645 SH   SOLE   1,137,645 0 0
VISA INC COM CL A 92826C839 576,119 2,597,820 SH   SOLE   2,597,820 0 0
VTEX SHS CL A G9470A102 187 30,371 SH   SOLE   30,371 0 0
WORKDAY INC CL A 98138H101 539,616 2,253,470 SH   SOLE   2,253,470 0 0
XP INC CL A G98239109 284,244 9,443,312 SH   SOLE   9,443,312 0 0
ZAI LAB LTD ADR 98887Q104 137,802 3,133,297 SH   SOLE   3,133,297 0 0
ZENTALIS PHARMACEUTICALS INC COM 98943L107 93,510 2,026,656 SH   SOLE   2,026,656 0 0
ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 157,961 2,644,137 SH   SOLE   2,644,137 0 0