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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACUREN CORP COM 00510N102   379,334,400 34,360,000 SH   SOLE   34,360,000 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109   349,426,698 29,993,708 SH   SOLE   29,993,708 0 0
ADVANCED MICRO DEVICES INC COM 007903107   271,110,025 1,910,571 SH   SOLE   1,910,571 0 0
AIR PRODS & CHEMS INC COM 009158106   607,600,677 2,154,154 SH   SOLE   2,154,154 0 0
AMAZON COM INC COM 023135106   854,983,014 3,897,092 SH   SOLE   3,897,092 0 0
AMER SPORTS INC COM SHS G0260P102   150,413,955 3,880,649 SH   SOLE   3,880,649 0 0
AMERICAN INTL GROUP INC COM NEW 026874784   155,413,038 1,815,785 SH   SOLE   1,815,785 0 0
AMERICAN TOWER CORP NEW COM 03027X100   618,220,568 2,797,125 SH   SOLE   2,797,125 0 0
API GROUP CORP COM STK 00187Y100   588,990,294 11,537,518 SH   SOLE   11,537,518 0 0
APPLOVIN CORP COM CL A 03831W108   130,570,388 372,973 SH   SOLE   372,973 0 0
BANK AMERICA CORP COM 060505104   1,478,606,715 31,246,972 SH   SOLE   31,246,972 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   675,504,947 12,288,611 SH   SOLE   12,288,611 0 0
BLACKROCK INC COM 09290D101   204,712,872 195,104 SH   SOLE   195,104 0 0
BLOCK INC CL A 852234103   368,212,867 5,420,475 SH   SOLE   5,420,475 0 0
BOEING CO COM 097023105   594,031,169 2,835,065 SH   SOLE   2,835,065 0 0
BOSTON SCIENTIFIC CORP COM 101137107   327,145,511 3,045,764 SH   SOLE   3,045,764 0 0
BRIDGEBIO PHARMA INC COM 10806X102   801,221,093 18,555,375 SH   SOLE   18,555,375 0 0
CAMDEN PPTY TR SH BEN INT 133131102   306,068,519 2,716,022 SH   SOLE   2,716,022 0 0
CAPITAL ONE FINL CORP COM 14040H105   1,206,638,128 5,671,358 SH   SOLE   5,671,358 0 0
CARNIVAL CORP UNIT 99/99/9999 143658300   371,388,348 13,207,267 SH   SOLE   13,207,267 0 0
CARVANA CO CL A 146869102   363,234,793 1,077,976 SH   SOLE   1,077,976 0 0
CENCORA INC COM 03073E105   624,207,340 2,081,732 SH   SOLE   2,081,732 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   319,408,320 5,688,483 SH   SOLE   5,688,483 0 0
CME GROUP INC COM 12572Q105   164,648,222 597,374 SH   SOLE   597,374 0 0
COSTAR GROUP INC COM 22160N109   258,772,867 3,218,568 SH   SOLE   3,218,568 0 0
CSX CORP COM 126408103   615,789,510 18,871,882 SH   SOLE   18,871,882 0 0
D R HORTON INC COM 23331A109   364,460,965 2,827,032 SH   SOLE   2,827,032 0 0
DANAHER CORPORATION COM 235851102   574,350,513 2,907,515 SH   SOLE   2,907,515 0 0
DISNEY WALT CO COM 254687106   725,218,665 5,848,066 SH   SOLE   5,848,066 0 0
ELI LILLY & CO COM 532457108   325,000,089 416,918 SH   SOLE   416,918 0 0
ESTABLISHMENT LABS HLDGS INC COM G31249108   14,669,390 343,465 SH   SOLE   343,465 0 0
FERRARI NV COM N3167Y103   353,526,390 721,269 SH   SOLE   721,269 0 0
FIRST SOLAR INC COM 336433107   375,121,917 2,266,050 SH   SOLE   2,266,050 0 0
FLUTTER ENTMT PLC SHS G3643J108   652,934,453 2,284,905 SH   SOLE   2,284,905 0 0
FORTIVE CORP COM 34959J108   829,525,089 15,912,624 SH   SOLE   15,912,624 0 0
GALLAGHER ARTHUR J & CO COM 363576109   232,341,495 725,795 SH   SOLE   725,795 0 0
GENERAL MTRS CO COM 37045V100   640,658,790 13,018,874 SH   SOLE   13,018,874 0 0
GINKGO BIOWORKS HOLDINGS INC CL A NEW 37611X209   40,242,690 3,577,128 SH   SOLE   3,577,128 0 0
HCA HEALTHCARE INC COM 40412C101   717,214,152 1,872,133 SH   SOLE   1,872,133 0 0
HEALTHEQUITY INC COM 42226A107   23,020,591 219,746 SH   SOLE   219,746 0 0
INHIBRX BIOSCIENCES INC COM 45720N103   25,510,550 1,787,705 SH   SOLE   1,787,705 0 0
INTEGER HLDGS CORP COM 45826H109   157,889,176 1,283,965 SH   SOLE   1,283,965 0 0
JOHNSON CTLS INTL PLC SHS G51502105   153,234,763 1,450,812 SH   SOLE   1,450,812 0 0
JPMORGAN CHASE & CO. COM 46625H100   1,171,826,077 4,042,034 SH   SOLE   4,042,034 0 0
LENNAR CORP CL A 526057104   279,134,732 2,523,594 SH   SOLE   2,523,594 0 0
MAPLEBEAR INC COM 565394103   169,782,282 3,752,924 SH   SOLE   3,752,924 0 0
MASIMO CORP COM 574795100   129,096,402 767,426 SH   SOLE   767,426 0 0
MCDONALDS CORP COM 580135101   913,157,467 3,125,432 SH   SOLE   3,125,432 0 0
META PLATFORMS INC CL A 30303M102   195,962,157 265,499 SH   SOLE   265,499 0 0
METSERA INC COM 59267L107   45,992,611 1,616,612 SH   SOLE   1,616,612 0 0
MOLINA HEALTHCARE INC COM 60855R100   79,664,716 267,421 SH   SOLE   267,421 0 0
NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES N62509109   126,381,251 6,978,534 SH   SOLE   6,978,534 0 0
NIKE INC CL B 654106103   494,949,746 6,967,198 SH   SOLE   6,967,198 0 0
NVIDIA CORPORATION COM 67066G104   581,708,911 3,681,935 SH   SOLE   3,681,935 0 0
ORIC PHARMACEUTICALS INC COM 68622P109   66,712,905 6,572,700 SH   SOLE   6,572,700 0 0
PEPGEN INC COM 713317105   1,645,502 1,482,434 SH   SOLE   1,482,434 0 0
PHARVARIS N V COM N69605108   64,298,256 3,653,310 SH   SOLE   3,653,310 0 0
PHILIP MORRIS INTL INC COM 718172109   629,110,896 3,454,186 SH   SOLE   3,454,186 0 0
PNC FINL SVCS GROUP INC COM 693475105   442,871,283 2,375,664 SH   SOLE   2,375,664 0 0
PRIMO BRANDS CORPORATION CLASS A COM SHS 741623102   580,614,676 19,602,116 SH   SOLE   19,602,116 0 0
QUALCOMM INC COM 747525103   502,125,439 3,152,866 SH   SOLE   3,152,866 0 0
RALLIANT CORP COM 750940108   257,200,416 5,304,195 SH   SOLE   5,304,195 0 0
RALLYBIO CORP COM 75120L100   1,417,835 4,194,777 SH   SOLE   4,194,777 0 0
REGAL REXNORD CORPORATION COM 758750103   497,231,355 3,430,128 SH   SOLE   3,430,128 0 0
ROIVANT SCIENCES LTD SHS G76279101   385,859,769 34,237,779 SH   SOLE   34,237,779 0 0
ROSS STORES INC COM 778296103   605,703,784 4,747,639 SH   SOLE   4,747,639 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   93,586,484 2,597,460 SH   SOLE   2,597,460 0 0
RYAN SPECIALTY HOLDINGS INC CL A 78351F107   96,054,028 1,412,767 SH   SOLE   1,412,767 0 0
SAIA INC COM 78709Y105   226,770,289 827,659 SH   SOLE   827,659 0 0
SCHWAB CHARLES CORP COM 808513105   1,439,149,049 15,773,225 SH   SOLE   15,773,225 0 0
SEA LTD SPONSORD ADS 81141R100   565,705,701 3,536,987 SH   SOLE   3,536,987 0 0
SHERWIN WILLIAMS CO COM 824348106   672,213,040 1,957,750 SH   SOLE   1,957,750 0 0
SIONNA THERAPEUTICS INC COM 829401108   55,436,390 3,195,181 SH   SOLE   3,195,181 0 0
STANDARD BIOTOOLS INC COM 34385P108   70,381,404 58,651,170 SH   SOLE   58,651,170 0 0
T-MOBILE US INC COM 872590104   677,924,990 2,845,316 SH   SOLE   2,845,316 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   980,542,025 4,329,295 SH   SOLE   4,329,295 0 0
TESLA INC COM 88160R101   349,531,145 1,100,331 SH   SOLE   1,100,331 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   195,779,141 11,681,333 SH   SOLE   11,681,333 0 0
THE TRADE DESK INC COM CL A 88339J105   192,524,297 2,674,320 SH   SOLE   2,674,320 0 0
TREVI THERAPEUTICS INC COM 89532M101   8,440,210 1,543,000 SH   SOLE   1,543,000 0 0
UBS GROUP AG COM H42097107   87,320,010 2,580,412 SH   SOLE   2,580,412 0 0
US BANCORP DEL COM NEW 902973304   1,090,046,617 24,089,428 SH   SOLE   24,089,428 0 0
VISA INC COM CL A 92826C839   575,437,346 1,620,722 SH   SOLE   1,620,722 0 0