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
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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
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109   179,812,279 29,993,708 SH   SOLE   29,993,708 0 0
ADOBE INC COM 00724F101   549,041,060 1,234,688 SH   SOLE   1,234,688 0 0
ALLSTATE CORP COM 020002101   373,480,885 1,937,242 SH   SOLE   1,937,242 0 0
ALPHABET INC CAP STK CL A 02079K305   693,098,288 3,661,375 SH   SOLE   3,661,375 0 0
AMAZON COM INC COM 023135106   573,501,695 2,614,074 SH   SOLE   2,614,074 0 0
AMERICAN AIRLS GROUP INC COM 02376R102   236,002,095 13,539,994 SH   SOLE   13,539,994 0 0
AMERICAN TOWER CORP NEW COM 03027X100   164,581,129 897,340 SH   SOLE   897,340 0 0
AON PLC SHS CL A G0403H108   258,725,934 720,364 SH   SOLE   720,364 0 0
API GROUP CORP COM STK 00187Y100   774,704,522 21,537,518 SH   SOLE   21,537,518 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   94,047,885 569,435 SH   SOLE   569,435 0 0
APPLOVIN CORP COM CL A 03831W108   48,239,336 148,965 SH   SOLE   148,965 0 0
APTIV PLC COM SHS G3265R107   61,944,947 1,024,222 SH   SOLE   1,024,222 0 0
ATLASSIAN CORPORATION CL A 049468101   120,761,505 496,185 SH   SOLE   496,185 0 0
AUTODESK INC COM 052769106   223,623,533 756,584 SH   SOLE   756,584 0 0
BANK AMERICA CORP COM 060505104   1,086,265,827 24,715,946 SH   SOLE   24,715,946 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   690,858,452 10,510,550 SH   SOLE   10,510,550 0 0
BIONTECH SE SPONSORED ADS 09075V102   107,209,858 940,850 SH   SOLE   940,850 0 0
BOEING CO COM 097023105   526,587,567 2,975,071 SH   SOLE   2,975,071 0 0
BOSTON SCIENTIFIC CORP COM 101137107   194,021,619 2,172,208 SH   SOLE   2,172,208 0 0
BRIDGEBIO PHARMA INC COM 10806X102   689,319,993 25,120,991 SH   SOLE   25,120,991 0 0
CAMDEN PPTY TR SH BEN INT 133131102   390,173,012 3,362,401 SH   SOLE   3,362,401 0 0
CARVANA CO CL A 146869102   177,651,839 873,583 SH   SOLE   873,583 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108   86,186,432 251,441 SH   SOLE   251,441 0 0
COMCAST CORP NEW CL A 20030N101   743,806,507 19,818,985 SH   SOLE   19,818,985 0 0
COOPER COS INC COM 216648501   186,186,748 2,025,310 SH   SOLE   2,025,310 0 0
COSTAR GROUP INC COM 22160N109   83,237,908 1,162,703 SH   SOLE   1,162,703 0 0
CSX CORP COM 126408103   473,482,769 14,672,537 SH   SOLE   14,672,537 0 0
DOORDASH INC CL A 25809K105   830,260,508 4,949,392 SH   SOLE   4,949,392 0 0
EDGEWISE THERAPEUTICS INC COM 28036F105   32,707,126 1,224,986 SH   SOLE   1,224,986 0 0
EQUITABLE HLDGS INC COM 29452E101   36,053,116 764,323 SH   SOLE   764,323 0 0
FLUTTER ENTMT PLC SHS G3643J108   482,964,998 1,868,698 SH   SOLE   1,868,698 0 0
FORTIVE CORP COM 34959J108   989,502,600 13,193,368 SH   SOLE   13,193,368 0 0
GE VERNOVA INC COM 36828A101   118,899,972 361,475 SH   SOLE   361,475 0 0
GENERAL MTRS CO COM 37045V100   137,449,491 2,580,242 SH   SOLE   2,580,242 0 0
GINKGO BIOWORKS HOLDINGS INC CL A NEW 37611X209   35,127,397 3,577,128 SH   SOLE   3,577,128 0 0
HCA HEALTHCARE INC COM 40412C101   333,235,535 1,110,230 SH   SOLE   1,110,230 0 0
IMMUNOVANT INC COM 45258J102   34,858,573 1,407,290 SH   SOLE   1,407,290 0 0
INHIBRX BIOSCIENCES INC COM 45720N103   27,530,657 1,787,705 SH   SOLE   1,787,705 0 0
INTEGER HLDGS CORP COM 45826H109   153,154,822 1,155,711 SH   SOLE   1,155,711 0 0
INTERCONTINENTAL EXCHANGE IN COM 45866F104   412,384,132 2,767,493 SH   SOLE   2,767,493 0 0
INTUIT COM 461202103   1,080,368,874 1,718,964 SH   SOLE   1,718,964 0 0
JPMORGAN CHASE & CO. COM 46625H100   1,789,719,686 7,466,187 SH   SOLE   7,466,187 0 0
KKR & CO INC COM 48251W104   129,536,324 875,778 SH   SOLE   875,778 0 0
LI AUTO INC SPONSORED ADS 50202M102   110,204,206 4,593,756 SH   SOLE   4,593,756 0 0
LULULEMON ATHLETICA INC COM 550021109   31,780,183 83,105 SH   SOLE   83,105 0 0
METLIFE INC COM 59156R108   492,675,235 6,017,040 SH   SOLE   6,017,040 0 0
MICROSOFT CORP COM 594918104   1,007,511,450 2,390,300 SH   SOLE   2,390,300 0 0
MONSTER BEVERAGE CORP NEW COM 61174X109   423,862,814 8,064,361 SH   SOLE   8,064,361 0 0
NETFLIX INC COM 64110L106   447,708,253 502,298 SH   SOLE   502,298 0 0
NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES N62509109   179,348,324 6,978,534 SH   SOLE   6,978,534 0 0
NVIDIA CORPORATION COM 67066G104   272,875,266 2,031,985 SH   SOLE   2,031,985 0 0
ORIC PHARMACEUTICALS INC COM 68622P109   35,758,235 4,431,008 SH   SOLE   4,431,008 0 0
OSCAR HEALTH INC CL A 687793109   41,311,402 3,073,765 SH   SOLE   3,073,765 0 0
PEPGEN INC COM 713317105   5,618,425 1,482,434 SH   SOLE   1,482,434 0 0
PHARVARIS N V COM N69605108   70,033,953 3,653,310 SH   SOLE   3,653,310 0 0
PHILIP MORRIS INTL INC COM 718172109   612,334,783 5,087,950 SH   SOLE   5,087,950 0 0
PONY AI INC SPONSORED ADS 732908108   10,616,087 739,797 SH   SOLE   739,797 0 0
PROGRESSIVE CORP COM 743315103   520,840,976 2,173,703 SH   SOLE   2,173,703 0 0
QUALCOMM INC COM 747525103   49,590,687 322,814 SH   SOLE   322,814 0 0
RALLYBIO CORP COM 75120L100   4,026,986 4,194,777 SH   SOLE   4,194,777 0 0
REGAL REXNORD CORPORATION COM 758750103   134,437,520 866,612 SH   SOLE   866,612 0 0
ROIVANT SCIENCES LTD SHS G76279101   565,591,827 47,809,960 SH   SOLE   47,809,960 0 0
ROSS STORES INC COM 778296103   258,210,780 1,706,953 SH   SOLE   1,706,953 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   311,423,146 12,207,885 SH   SOLE   12,207,885 0 0
SALESFORCE INC COM 79466L302   405,034,777 1,211,482 SH   SOLE   1,211,482 0 0
SCHWAB CHARLES CORP COM 808513105   1,084,908,445 14,658,944 SH   SOLE   14,658,944 0 0
SHERWIN WILLIAMS CO COM 824348106   210,084,218 618,022 SH   SOLE   618,022 0 0
SKECHERS U S A INC CL A 830566105   243,502,331 3,621,391 SH   SOLE   3,621,391 0 0
SNAP INC CL A 83304A106   57,065,480 5,298,559 SH   SOLE   5,298,559 0 0
SPOTIFY TECHNOLOGY S A SHS L8681T102   692,805,957 1,548,585 SH   SOLE   1,548,585 0 0
STANDARD BIOTOOLS INC COM 34385P108   102,639,548 58,651,170 SH   SOLE   58,651,170 0 0
STARBUCKS CORP COM 855244109   487,645,840 5,344,064 SH   SOLE   5,344,064 0 0
SYNOPSYS INC COM 871607107   350,098,904 721,318 SH   SOLE   721,318 0 0
T-MOBILE US INC COM 872590104   134,734,475 610,404 SH   SOLE   610,404 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   807,658,856 4,089,619 SH   SOLE   4,089,619 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   143,336,809 6,503,485 SH   SOLE   6,503,485 0 0
TRANSUNION COM 89400J107   380,132,601 4,100,233 SH   SOLE   4,100,233 0 0
TRAVELERS COMPANIES INC COM 89417E109   161,817,858 671,750 SH   SOLE   671,750 0 0
TRAVERE THERAPEUTICS INC COM 89422G107   50,551,534 2,901,925 SH   SOLE   2,901,925 0 0
TREVI THERAPEUTICS INC COM 89532M101   18,128,000 4,400,000 SH   SOLE   4,400,000 0 0
TWILIO INC CL A 90138F102   90,612,651 838,385 SH   SOLE   838,385 0 0
UNITEDHEALTH GROUP INC COM 91324P102   961,365,178 1,900,457 SH   SOLE   1,900,457 0 0
US BANCORP DEL COM NEW 902973304   1,169,336,217 24,447,757 SH   SOLE   24,447,757 0 0
VISA INC COM CL A 92826C839   1,104,588,244 3,495,090 SH   SOLE   3,495,090 0 0
VISTRA CORP COM 92840M102   82,928,943 601,501 SH   SOLE   601,501 0 0
ZSCALER INC COM 98980G102   165,069,557 914,969 SH   SOLE   914,969 0 0