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   114,930,662 840,751 SH   SOLE   840,751 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109   234,702,413 3,701,347 SH   SOLE   3,701,347 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109   153,567,785 29,993,708 SH   SOLE   29,993,708 0 0
ADOBE INC COM 00724F101   1,357,307,456 2,621,398 SH   SOLE   2,621,398 0 0
ALLSTATE CORP COM 020002101   387,284,644 2,042,102 SH   SOLE   2,042,102 0 0
ALPHABET INC CAP STK CL A 02079K305   211,866,409 1,277,458 SH   SOLE   1,277,458 0 0
AMAZON COM INC COM 023135106   755,499,767 4,054,633 SH   SOLE   4,054,633 0 0
AMERIPRISE FINL INC COM 03076C106   114,189,670 243,055 SH   SOLE   243,055 0 0
AON PLC SHS CL A G0403H108   194,801,712 563,027 SH   SOLE   563,027 0 0
API GROUP CORP COM STK 00187Y100   848,962,163 25,710,544 SH   SOLE   25,710,544 0 0
APPLE INC COM 037833100   1,132,180,086 4,859,142 SH   SOLE   4,859,142 0 0
ATLASSIAN CORPORATION CL A 049468101   472,449,586 2,974,936 SH   SOLE   2,974,936 0 0
AUTODESK INC COM 052769106   209,922,922 762,026 SH   SOLE   762,026 0 0
BANK AMERICA CORP COM 060505104   791,994,150 19,959,530 SH   SOLE   19,959,530 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   685,558,965 9,753,293 SH   SOLE   9,753,293 0 0
BIONTECH SE SPONSORED ADS 09075V102   5,498,338 46,294 SH   SOLE   46,294 0 0
BOSTON SCIENTIFIC CORP COM 101137107   81,052,198 967,210 SH   SOLE   967,210 0 0
BRIDGEBIO PHARMA INC COM 10806X102   639,580,431 25,120,991 SH   SOLE   25,120,991 0 0
CAMDEN PPTY TR SH BEN INT 133131102   365,542,070 2,959,136 SH   SOLE   2,959,136 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   176,660,669 9,559,560 SH   SOLE   9,559,560 0 0
CARVANA CO CL A 146869102   46,850,912 269,088 SH   SOLE   269,088 0 0
CBRE GROUP INC CL A 12504L109   195,649,573 1,571,735 SH   SOLE   1,571,735 0 0
COMCAST CORP NEW CL A 20030N101   129,181,452 3,092,685 SH   SOLE   3,092,685 0 0
COSTAR GROUP INC COM 22160N109   95,144,551 1,261,195 SH   SOLE   1,261,195 0 0
CSX CORP COM 126408103   322,915,824 9,351,747 SH   SOLE   9,351,747 0 0
DAY ONE BIOPHARMACEUTICALS I COM 23954D109   35,640,783 2,558,563 SH   SOLE   2,558,563 0 0
DOORDASH INC CL A 25809K105   513,728,803 3,599,305 SH   SOLE   3,599,305 0 0
EDGEWISE THERAPEUTICS INC COM 28036F105   39,531,787 1,481,146 SH   SOLE   1,481,146 0 0
ELI LILLY & CO COM 532457108   134,696,546 152,038 SH   SOLE   152,038 0 0
EQUITABLE HLDGS INC COM 29452E101   128,202,512 3,050,262 SH   SOLE   3,050,262 0 0
FLUTTER ENTMT PLC SHS G3643J108   603,966,817 2,545,376 SH   SOLE   2,545,376 0 0
FORTIVE CORP COM 34959J108   931,170,361 11,797,420 SH   SOLE   11,797,420 0 0
FREEPORT-MCMORAN INC CL B 35671D857   156,796,923 3,140,964 SH   SOLE   3,140,964 0 0
GE VERNOVA INC COM 36828A101   258,328,652 1,013,133 SH   SOLE   1,013,133 0 0
GINKGO BIOWORKS HOLDINGS INC CL A NEW 37611X209   29,153,593 3,577,128 SH   SOLE   3,577,128 0 0
HCA HEALTHCARE INC COM 40412C101   283,700,333 698,030 SH   SOLE   698,030 0 0
IMMUNOVANT INC COM 45258J102   66,168,916 2,320,902 SH   SOLE   2,320,902 0 0
INHIBRX BIOSCIENCES INC COM 45720N103   27,995,460 1,787,705 SH   SOLE   1,787,705 0 0
INTEGER HLDGS CORP COM 45826H109   144,367,210 1,110,517 SH   SOLE   1,110,517 0 0
INTUIT COM 461202103   180,039,699 289,919 SH   SOLE   289,919 0 0
JPMORGAN CHASE & CO. COM 46625H100   779,451,370 3,696,535 SH   SOLE   3,696,535 0 0
KKR & CO INC COM 48251W104   236,447,866 1,810,751 SH   SOLE   1,810,751 0 0
LAS VEGAS SANDS CORP COM 517834107   436,206,923 8,665,215 SH   SOLE   8,665,215 0 0
LI AUTO INC SPONSORED ADS 50202M102   53,230,906 2,075,279 SH   SOLE   2,075,279 0 0
LONGBOARD PHARMACEUTICALS IN COM 54300N103   65,628,137 1,969,041 SH   SOLE   1,969,041 0 0
MCDONALDS CORP COM 580135101   341,248,827 1,120,649 SH   SOLE   1,120,649 0 0
METLIFE INC COM 59156R108   370,137,413 4,487,602 SH   SOLE   4,487,602 0 0
MICROSOFT CORP COM 594918104   879,717,799 2,044,429 SH   SOLE   2,044,429 0 0
NETFLIX INC COM 64110L106   145,386,874 204,981 SH   SOLE   204,981 0 0
NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES N62509109   133,207,779 8,024,565 SH   SOLE   8,024,565 0 0
NVIDIA CORPORATION COM 67066G104   275,100,704 2,265,322 SH   SOLE   2,265,322 0 0
ORIC PHARMACEUTICALS INC COM 68622P109   41,000,000 4,000,000 SH   SOLE   4,000,000 0 0
OSCAR HEALTH INC CL A 687793109   130,910,920 6,172,132 SH   SOLE   6,172,132 0 0
PEPGEN INC COM 713317105   12,674,811 1,482,434 SH   SOLE   1,482,434 0 0
PHARVARIS N V COM N69605108   67,659,301 3,653,310 SH   SOLE   3,653,310 0 0
PHILIP MORRIS INTL INC COM 718172109   1,098,971,436 9,052,483 SH   SOLE   9,052,483 0 0
PROGRESSIVE CORP COM 743315103   884,575,640 3,485,875 SH   SOLE   3,485,875 0 0
RALLYBIO CORP COM 75120L100   4,907,889 4,194,777 SH   SOLE   4,194,777 0 0
REGAL REXNORD CORPORATION COM 758750103   104,524,471 630,121 SH   SOLE   630,121 0 0
REGENERON PHARMACEUTICALS COM 75886F107   52,425,339 49,870 SH   SOLE   49,870 0 0
ROGERS COMMUNICATIONS INC CL B 775109200   108,605,519 2,701,058 SH   SOLE   2,701,058 0 0
ROIVANT SCIENCES LTD SHS G76279101   624,303,222 54,099,066 SH   SOLE   54,099,066 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   342,139,854 12,094,021 SH   SOLE   12,094,021 0 0
SALESFORCE INC COM 79466L302   149,008,271 544,402 SH   SOLE   544,402 0 0
SCHWAB CHARLES CORP COM 808513105   151,652,548 2,339,956 SH   SOLE   2,339,956 0 0
SHERWIN WILLIAMS CO COM 824348106   496,803,046 1,301,656 SH   SOLE   1,301,656 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   949,933,615 2,577,629 SH   SOLE   2,577,629 0 0
STANDARD BIOTOOLS INC COM 34385P108   113,196,758 58,651,170 SH   SOLE   58,651,170 0 0
STARBUCKS CORP COM 855244109   162,336,643 1,665,162 SH   SOLE   1,665,162 0 0
SYNOPSYS INC COM 871607107   178,007,732 351,523 SH   SOLE   351,523 0 0
T-MOBILE US INC COM 872590104   237,466,294 1,150,738 SH   SOLE   1,150,738 0 0
TESLA INC COM 88160R101   114,141,843 436,272 SH   SOLE   436,272 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   136,366,945 7,567,533 SH   SOLE   7,567,533 0 0
TRANSUNION COM 89400J107   251,356,222 2,400,728 SH   SOLE   2,400,728 0 0
TREVI THERAPEUTICS INC COM 89532M101   14,696,000 4,400,000 SH   SOLE   4,400,000 0 0
US BANCORP DEL COM NEW 902973304   1,537,315,013 33,617,210 SH   SOLE   33,617,210 0 0
VERTIV HOLDINGS CO COM CL A 92537N108   279,909,942 2,813,448 SH   SOLE   2,813,448 0 0
VIKING THERAPEUTICS INC COM 92686J106   45,705,135 721,926 SH   SOLE   721,926 0 0
VISA INC COM CL A 92826C839   963,905,138 3,505,747 SH   SOLE   3,505,747 0 0
VISTRA CORP COM 92840M102   217,760,469 1,837,021 SH   SOLE   1,837,021 0 0
WORKDAY INC CL A 98138H101   798,661,490 3,267,712 SH   SOLE   3,267,712 0 0
ZAI LAB LTD ADR 98887Q104   47,071,479 1,949,937 SH   SOLE   1,949,937 0 0
ZSCALER INC COM 98980G102   144,917,975 847,771 SH   SOLE   847,771 0 0