ALEXANDRIA REAL ESTATE EQ IN COM 015271109 14164223 268008 SH SOLE 268008 0 0 AMAZON COM INC COM 023135106 34988312 146800 SH SOLE 146800 0 0 BIOCERES CROP SOLUTIONS CORP SHS G1117K114 1603235 4579364 SH SOLE 4579364 0 0 BRAZE INC COM CL A 10576N102 36265680 1672000 SH SOLE 1672000 0 0 BRIGHTSTAR LOTTERY PLC SHS USD G4863A108 18439729 1720124 SH SOLE 1720124 0 0 CAMDEN PPTY TR SH BEN INT 133131102 41920514 366150 SH SOLE 366150 0 0 CHURCHILL DOWNS INC COM 171484108 25251588 281700 SH SOLE 281700 0 0 CS DISCO INC COM 126327105 4490432 1187945 SH SOLE 1187945 0 0 CVS HEALTH CORP COM 126650100 4075930 39400 SH SOLE 39400 0 0 DRAFTKINGS INC NEW COM CL A 26142V105 11295514 447170 SH SOLE 447170 0 0 ESSEX PPTY TR INC COM 297178105 22364953 76700 SH SOLE 76700 0 0 GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 26224897 409700 SH SOLE 409700 0 0 GROCERY OUTLET HLDG CORP COM 39874R101 4278785 428736 SH SOLE 428736 0 0 HERBALIFE LTD COM SHS G4412G101 37452712 2848115 SH SOLE 2848115 0 0 HUMANA INC COM 444859102 64742888 162990 SH SOLE 162990 0 0 LPL FINL HLDGS INC COM 50212V100 38590160 137000 SH SOLE 137000 0 0 SPRINKLR INC CL A 85208T107 18830744 3649369 SH SOLE 3649369 0 0 STEWART INFORMATION SVCS COR COM 860372101 3708079 56166 SH SOLE 56166 0 0 SYNCHRONY FINANCIAL COM 87165B103 39918645 524900 SH SOLE 524900 0 0 TPG RE FIN TR INC COM 87266M107 2928144 349838 SH SOLE 349838 0 0 TRAVEL PLUS LEISURE CO COM 894164102 39240538 513418 SH SOLE 513418 0 0 UNITEDHEALTH GROUP INC COM 91324P102 62979167 151527 SH SOLE 151527 0 0 WEX INC COM 96208T104 31376582 222387 SH SOLE 222387 0 0 XPONENTIAL FITNESS INC COM CL A 98422X101 3358276 485300 SH SOLE 485300 0 0