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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
4D MOLECULAR THERAPEUTICS INCOM35104E100163,2273,937,914SH SOLE 3,937,91400
ABCELLERA BIOLOGICS INCCOM00288U106775,97819,283,744SH SOLE 19,283,74400
ACADIA HEALTHCARE COMPANY INCOM00404A10917,179341,799SH SOLE 341,79900
ADAPTIVE BIOTECHNOLOGIES CORCOM00650F1091,773,52829,993,708SH SOLE 29,993,70800
ADVANCED MICRO DEVICES INCCOM007903107368,2164,015,000SH SOLE 4,015,00000
AGORA INCADS00851L10315,824400,000SH SOLE 400,00000
AIR PRODS & CHEMS INCCOM009158106173,932636,600SH SOLE 636,60000
ALIGN TECHNOLOGY INCCOM016255101285,863534,944SH SOLE 534,94400
ALPHABET INCCAP STK CL A02079K3051,086,270619,791SH SOLE 619,79100
AMAZON COM INCCOM023135106652,920200,471SH SOLE 200,47100
AMERICAN EXPRESS COCOM025816109631,6625,224,231SH SOLE 5,224,23100
AON PLCSHS CL AG0403H108543,0952,570,620SH SOLE 2,570,62000
API GROUP CORPCOM STK00187Y100605,00033,333,333SH SOLE 33,333,33300
ARENA PHARMACEUTICALS INCCOM NEW04004760732,826427,256SH SOLE 427,25600
ASSURANT INCCOM04621X108375,7762,758,595SH SOLE 2,758,59500
ATHIRA PHARMA INCCOM04746L10472,6322,120,653SH SOLE 2,120,65300
AVALONBAY CMNTYS INCCOM053484101194,1031,209,895SH SOLE 1,209,89500
AVANTOR INCCOM05352A100376,04813,358,729SH SOLE 13,358,72900
BECTON DICKINSON & COCOM075887109128,009511,584SH SOLE 511,58400
BILIBILI INCSPONS ADS REP Z090040106112,3861,311,083SH SOLE 1,311,08300
BLUEPRINT MEDICINES CORPCOM09627Y10930,581272,681SH SOLE 272,68100
BOOKING HOLDINGS INCCOM09857L108419,353188,281SH SOLE 188,28100
BOSTON SCIENTIFIC CORPCOM1011371071,078,17329,990,892SH SOLE 29,990,89200
BRIDGEBIO PHARMA INCCOM10806X1021,893,01926,620,991SH SOLE 26,620,99100
BRISTOL-MYERS SQUIBB COCOM110122108155,4962,506,793SH SOLE 2,506,79300
BRISTOL-MYERS SQUIBB CORIGHT 99/99/99991101221576,0918,825,899SH SOLE 8,825,89900
CARMAX INCCOM14313010275,024794,240SH SOLE 794,24000
CATALENT INCCOM148806102125,2631,203,641SH SOLE 1,203,64100
CENTENE CORP DELCOM15135B101785,65213,087,649SH SOLE 13,087,64900
CHINDATA GROUP HLDGS LTDADS16955F10717,726739,798SH SOLE 739,79800
CHUBB LIMITEDCOMH1467J104416,5252,706,111SH SOLE 2,706,11100
CIGNA CORP NEWCOM125523100406,7561,953,869SH SOLE 1,953,86900
COOPER COS INCCOM NEW21664840254,135149,000SH SOLE 149,00000
COSTAR GROUP INCCOM22160N10965,57770,949SH SOLE 70,94900
DARDEN RESTAURANTS INCCOM237194105127,5021,070,370SH SOLE 1,070,37000
DISNEY WALT COCOM254687106773,9114,271,505SH SOLE 4,271,50500
DOORDASH INCCL A25809K10587,159610,573SH SOLE 610,57300
ENCOMPASS HEALTH CORPCOM29261A100218,5722,643,276SH SOLE 2,643,27600
EQUITABLE HLDGS INCCOM29452E10199,1383,874,110SH SOLE 3,874,11000
EVEREST RE GROUP LTDCOMG3223R10846,702199,505SH SOLE 199,50500
FACEBOOK INCCL A30303M102281,8811,031,928SH SOLE 1,031,92800
FIDELITY NATL INFORMATION SVCOM31620M1061,674,23711,835,412SH SOLE 11,835,41200
FLEETCOR TECHNOLOGIES INCCOM339041105619,2552,269,747SH SOLE 2,269,74700
FORTIVE CORPCOM34959J108564,0067,963,937SH SOLE 7,963,93700
GENERAL ELECTRIC COCOM369604103315,36029,199,997SH SOLE 29,199,99700
GENMAB A/SSPONSORED ADS37230320615,352377,562SH SOLE 377,56200
GOHEALTH INCCOM CL A38046W10535,5282,600,905SH SOLE 2,600,90500
GUARDANT HEALTH INCCOM40131M109455,5703,534,842SH SOLE 3,534,84200
HARTFORD FINL SVCS GROUP INCCOM416515104395,3228,071,081SH SOLE 8,071,08100
HCA HEALTHCARE INCCOM40412C101287,5081,748,194SH SOLE 1,748,19400
HILTON WORLDWIDE HLDGS INCCOM43300A203525,1364,719,901SH SOLE 4,719,90100
HORIZON THERAPEUTICS PUB LSHSG46188101267,9393,662,876SH SOLE 3,662,87600
INGERSOLL RAND INCCOM45687V106279,9756,145,201SH SOLE 6,145,20100
INHIBRX INCCOM45720L107174,9345,305,866SH SOLE 5,305,86600
INSULET CORPCOM45784P101123,605483,529SH SOLE 483,52900
JAMF HLDG CORPCOM47074L10518,126605,828SH SOLE 605,82800
JFROG LTDORD SHSM6191J10010,646169,441SH SOLE 169,44100
JPMORGAN CHASE & COCOM46625H1001,074,8958,459,075SH SOLE 8,459,07500
KARUNA THERAPEUTICS INCCOM48576A10034,358338,200SH SOLE 338,20000
KINNATE BIOPHARMA INCCOM49705R10574,4691,872,023SH SOLE 1,872,02300
LABORATORY CORP AMER HLDGSCOM NEW50540R40919,23594,500SH SOLE 94,50000
LAS VEGAS SANDS CORPCOM517834107168,4632,826,560SH SOLE 2,826,56000
MARSH & MCLENNAN COS INCCOM571748102154,5071,320,572SH SOLE 1,320,57200
MATCH GROUP INC NEWCOM57667L107138,291914,686SH SOLE 914,68600
MCAFEE CORPCOM CL A57906310887,6465,251,436SH SOLE 5,251,43600
MERCADOLIBRE INCCOM58733R102690,047411,914SH SOLE 411,91400
METLIFE INCCOM59156R108156,8363,340,480SH SOLE 3,340,48000
MICRON TECHNOLOGY INCCOM595112103206,9032,752,100SH SOLE 2,752,10000
MICROSOFT CORPCOM5949181042,633,02811,838,092SH SOLE 11,838,09200
MOLINA HEALTHCARE INCCOM60855R100217,5161,022,739SH SOLE 1,022,73900
MOODYS CORPCOM615369105477,5671,645,420SH SOLE 1,645,42000
NUANCE COMMUNICATIONS INCCOM67020Y100722,31216,382,663SH SOLE 16,382,66300
OTIS WORLDWIDE CORPCOM68902V107364,6125,397,663SH SOLE 5,397,66300
PACIFIC BIOSCIENCES CALIF INCOM69404D10840,5421,562,915SH SOLE 1,562,91500
PALO ALTO NETWORKS INCCOM697435105670,6671,887,130SH SOLE 1,887,13000
PARKER-HANNIFIN CORPCOM701094104458,4731,683,025SH SOLE 1,683,02500
PMV PHARMACEUTICALS INCCOM69353Y103145,4132,364,062SH SOLE 2,364,06200
PROGRESSIVE CORPCOM74331510388,510895,126SH SOLE 895,12600
PVH CORPORATIONCOM69365610077,731827,892SH SOLE 827,89200
ROYALTY PHARMA PLCSHS CLASS AG7709Q104114,4642,287,000SH SOLE 2,287,00000
SEA LTDSPONSORD ADS81141R100379,1911,905,002SH SOLE 1,905,00200
SEER INCCOM CL A81578P10615,171270,232SH SOLE 270,23200
SERVICENOW INCCOM81762P102422,789768,107SH SOLE 768,10700
SNOWFLAKE INCCL A833445109176,482627,157SH SOLE 627,15700
T-MOBILE US INCCOM8725901041,173,9348,705,481SH SOLE 8,705,48100
TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS874039100610,7655,601,289SH SOLE 5,601,28900
THERMO FISHER SCIENTIFIC INCCOM88355610236,24677,817SH SOLE 77,81700
UNITEDHEALTH GROUP INCCOM91324P102979,6822,793,665SH SOLE 2,793,66500
UNITY SOFTWARE INCCOM91332U101216,3901,409,981SH SOLE 1,409,98100
VERISIGN INCCOM92343E102317,3941,466,699SH SOLE 1,466,69900
VERTEX INCCL A92538J10670,8032,031,639SH SOLE 2,031,63900
VIELA BIO INCCOM92661310025,302703,424SH SOLE 703,42400
VISA INCCOM CL A92826C839893,6304,085,538SH SOLE 4,085,53800
WORKDAY INCCL A98138H101169,603707,831SH SOLE 707,83100
ZENTALIS PHARMACEUTICALS INCCOM98943L107156,4063,011,284SH SOLE 3,011,28400
ZIMMER BIOMET HOLDINGS INCCOM98956P102595,8773,867,074SH SOLE 3,867,07400