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
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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
3M CO COM 88579Y101   168,015,178 1,644,145 SH   SOLE   1,644,145 0 0
4D MOLECULAR THERAPEUTICS IN COM 35104E100   61,603,845 2,934,914 SH   SOLE   2,934,914 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109   218,612,459 3,236,785 SH   SOLE   3,236,785 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109   108,577,223 29,993,708 SH   SOLE   29,993,708 0 0
ADOBE INC COM 00724F101   1,264,757,364 2,276,627 SH   SOLE   2,276,627 0 0
ALLSTATE CORP COM 020002101   87,043,758 545,182 SH   SOLE   545,182 0 0
AMAZON COM INC COM 023135106   1,795,990,712 9,293,613 SH   SOLE   9,293,613 0 0
AMERIPRISE FINL INC COM 03076C106   388,324,254 909,020 SH   SOLE   909,020 0 0
API GROUP CORP COM STK 00187Y100   1,017,233,577 27,032,516 SH   SOLE   27,032,516 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   114,672,418 971,224 SH   SOLE   971,224 0 0
APPLE INC COM 037833100   966,891,760 4,590,693 SH   SOLE   4,590,693 0 0
ATLASSIAN CORPORATION CL A 049468101   259,302,012 1,465,977 SH   SOLE   1,465,977 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   581,543,224 7,063,564 SH   SOLE   7,063,564 0 0
BRIDGEBIO PHARMA INC COM 10806X102   636,314,702 25,120,991 SH   SOLE   25,120,991 0 0
BROADCOM INC COM 11135F101   470,576,026 293,097 SH   SOLE   293,097 0 0
CAMDEN PPTY TR SH BEN INT 133131102   355,651,355 3,259,567 SH   SOLE   3,259,567 0 0
CARVANA CO CL A 146869102   71,262,095 553,621 SH   SOLE   553,621 0 0
CBRE GROUP INC CL A 12504L109   322,629,438 3,620,575 SH   SOLE   3,620,575 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   131,124,155 438,601 SH   SOLE   438,601 0 0
CSX CORP COM 126408103   158,504,297 4,738,544 SH   SOLE   4,738,544 0 0
DATADOG INC CL A COM 23804L103   178,462,648 1,376,071 SH   SOLE   1,376,071 0 0
DAY ONE BIOPHARMACEUTICALS I COM 23954D109   35,256,998 2,558,563 SH   SOLE   2,558,563 0 0
DOLLAR TREE INC COM 256746108   726,975,256 6,808,797 SH   SOLE   6,808,797 0 0
DOORDASH INC CL A 25809K105   602,197,486 5,535,921 SH   SOLE   5,535,921 0 0
EDGEWISE THERAPEUTICS INC COM 28036F105   26,675,439 1,481,146 SH   SOLE   1,481,146 0 0
ELI LILLY & CO COM 532457108   130,533,162 144,175 SH   SOLE   144,175 0 0
EPAM SYS INC COM 29414B104   142,260,257 756,261 SH   SOLE   756,261 0 0
EQUITABLE HLDGS INC COM 29452E101   239,421,090 5,859,547 SH   SOLE   5,859,547 0 0
FERGUSON PLC NEW SHS G3421J106   324,111,811 1,673,699 SH   SOLE   1,673,699 0 0
FIVE9 INC COM 338307101   76,487,657 1,734,414 SH   SOLE   1,734,414 0 0
FORD MTR CO DEL COM 345370860   235,622,061 18,789,638 SH   SOLE   18,789,638 0 0
FORTIVE CORP COM 34959J108   743,927,691 10,039,510 SH   SOLE   10,039,510 0 0
FREEPORT-MCMORAN INC CL B 35671D857   254,173,966 5,229,917 SH   SOLE   5,229,917 0 0
GE VERNOVA INC COM 36828A101   416,531,587 2,428,614 SH   SOLE   2,428,614 0 0
GINKGO BIOWORKS HOLDINGS INC CL A SHS 37611X100   47,833,358 143,085,126 SH   SOLE   143,085,126 0 0
HCA HEALTHCARE INC COM 40412C101   210,170,774 654,167 SH   SOLE   654,167 0 0
HDFC BANK LTD SPONSORED ADS 40415F101   563,329,061 8,756,864 SH   SOLE   8,756,864 0 0
IMMUNOVANT INC COM 45258J102   61,271,813 2,320,902 SH   SOLE   2,320,902 0 0
INHIBRX BIOSCIENCES INC COM 45720N103   25,331,780 1,787,705 SH   SOLE   1,787,705 0 0
INSMED INC COM PAR $.01 457669307   69,409,990 1,035,970 SH   SOLE   1,035,970 0 0
INTEGER HLDGS CORP COM 45826H109   128,732,890 1,111,779 SH   SOLE   1,111,779 0 0
INTUIT COM 461202103   220,818,617 335,994 SH   SOLE   335,994 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   150,311,701 337,893 SH   SOLE   337,893 0 0
JPMORGAN CHASE & CO. COM 46625H100   608,766,598 3,009,822 SH   SOLE   3,009,822 0 0
KKR & CO INC COM 48251W104   57,365,482 545,092 SH   SOLE   545,092 0 0
LAS VEGAS SANDS CORP COM 517834107   875,516,429 19,785,682 SH   SOLE   19,785,682 0 0
LONGBOARD PHARMACEUTICALS IN COM 54300N103   44,841,743 1,658,962 SH   SOLE   1,658,962 0 0
LPL FINL HLDGS INC COM 50212V100   36,309,000 130,000 SH   SOLE   130,000 0 0
MCDONALDS CORP COM 580135101   478,084,682 1,876,019 SH   SOLE   1,876,019 0 0
MCKESSON CORP COM 58155Q103   83,032,383 142,169 SH   SOLE   142,169 0 0
META PLATFORMS INC CL A 30303M102   134,253,113 266,259 SH   SOLE   266,259 0 0
MICROSOFT CORP COM 594918104   1,024,557,340 2,292,331 SH   SOLE   2,292,331 0 0
NETFLIX INC COM 64110L106   629,573,281 932,867 SH   SOLE   932,867 0 0
NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES N62509109   154,151,894 8,024,565 SH   SOLE   8,024,565 0 0
NRG ENERGY INC COM NEW 629377508   73,457,562 943,457 SH   SOLE   943,457 0 0
NVIDIA CORPORATION COM 67066G104   171,046,936 1,384,547 SH   SOLE   1,384,547 0 0
ORIC PHARMACEUTICALS INC COM 68622P109   28,280,000 4,000,000 SH   SOLE   4,000,000 0 0
OSCAR HEALTH INC CL A 687793109   93,781,561 5,928,038 SH   SOLE   5,928,038 0 0
PEPGEN INC COM 713317105   23,659,647 1,482,434 SH   SOLE   1,482,434 0 0
PHARVARIS N V COM N69605108   68,682,228 3,653,310 SH   SOLE   3,653,310 0 0
PHILIP MORRIS INTL INC COM 718172109   1,105,751,263 10,912,378 SH   SOLE   10,912,378 0 0
PROCORE TECHNOLOGIES INC COM 74275K108   91,148,400 1,374,580 SH   SOLE   1,374,580 0 0
PROGRESSIVE CORP COM 743315103   832,264,683 4,006,859 SH   SOLE   4,006,859 0 0
RALLYBIO CORP COM 75120L100   5,621,001 4,194,777 SH   SOLE   4,194,777 0 0
REGAL REXNORD CORPORATION COM 758750103   151,874,101 1,123,163 SH   SOLE   1,123,163 0 0
ROIVANT SCIENCES LTD SHS G76279101   730,977,292 69,155,846 SH   SOLE   69,155,846 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   315,650,429 11,970,058 SH   SOLE   11,970,058 0 0
RUBRIK INC. CL A 781154109   27,507,232 897,170 SH   SOLE   897,170 0 0
SALESFORCE INC COM 79466L302   104,160,209 405,135 SH   SOLE   405,135 0 0
SANOFI SPONSORED ADR 80105N105   15,831,591 326,290 SH   SOLE   326,290 0 0
SHERWIN WILLIAMS CO COM 824348106   121,695,576 407,786 SH   SOLE   407,786 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   149,044,288 474,981 SH   SOLE   474,981 0 0
STANDARD BIOTOOLS INC COM 34385P108   103,812,571 58,651,170 SH   SOLE   58,651,170 0 0
T-MOBILE US INC COM 872590104   439,181,856 2,492,802 SH   SOLE   2,492,802 0 0
TREVI THERAPEUTICS INC COM 89532M101   13,112,000 4,400,000 SH   SOLE   4,400,000 0 0
UBS GROUP AG SHS H42097107   152,688,612 5,186,506 SH   SOLE   5,186,506 0 0
UNITEDHEALTH GROUP INC COM 91324P102   224,988,522 441,795 SH   SOLE   441,795 0 0
US BANCORP DEL COM NEW 902973304   1,008,575,046 25,404,913 SH   SOLE   25,404,913 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   59,706,204 689,687 SH   SOLE   689,687 0 0
VIKING THERAPEUTICS INC COM 92686J106   71,799,395 1,354,450 SH   SOLE   1,354,450 0 0
WORKDAY INC CL A 98138H101   885,289,775 3,959,965 SH   SOLE   3,959,965 0 0
ZAI LAB LTD ADR 98887Q104   35,307,691 2,037,374 SH   SOLE   2,037,374 0 0