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
ABBOTT LABS COM 002824100   1,131,935 10,310 SH   SOLE   10,310 0 0
ADVANCED MICRO DEVICES INC COM 007903107   31,332,876 483,756 SH   SOLE   483,756 0 0
AEGLEA BIOTHERAPEUTICS INC COM 00773J103   1,826,546 4,059,894 SH   SOLE   4,059,894 0 0
AGIOS PHARMACEUTICALS INC COM 00847X104   19,256,478 685,772 SH   SOLE   685,772 0 0
AKILI INC COMMON STOCK 00974B107   4,059,063 3,624,163 SH   SOLE   3,624,163 0 0
ALVOTECH ORDINARY SHARES L01800108   10,000,000 1,000,000 SH   SOLE   1,000,000 0 0
AMERISOURCEBERGEN CORP COM 03073E105   20,657,077 124,658 SH   SOLE   124,658 0 0
ARCELLX INC COMMON STOCK 03940C100   72,813,316 2,350,333 SH   SOLE   2,350,333 0 0
ARGENX SE SPONSORED ADR 04016X101   575,822 1,520 SH   SOLE   1,520 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   1,063,782 15,690 SH   SOLE   15,690 0 0
AT&T INC COM 00206R102   54,344,479 2,951,900 SH   SOLE   2,951,900 0 0
ATAI LIFE SCIENCES NV SHS N0731H103   4,356,974 1,637,960 SH   SOLE   1,637,960 0 0
BENITEC BIOPHARMA INC COM 08205P100   130,730 769,000 SH   SOLE   769,000 0 0
BIOGEN INC COM 09062X103   395,996 1,430 SH   SOLE   1,430 0 0
BIOHAVEN LTD COM G1110E107   53,423,259 3,848,938 SH   SOLE   3,848,938 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   276,318 2,670 SH   SOLE   2,670 0 0
BIONTECH SE SPONSORED ADS 09075V102   4,596,732 30,600 SH   SOLE   30,600 0 0
BIO-TECHNE CORP COM 09073M104   215,488 2,600 SH   SOLE   2,600 0 0
BLOCK INC CL A 852234103   53,056,001 844,303 SH   SOLE   844,303 0 0
BOSTON SCIENTIFIC CORP COM 101137107   654,304 14,141 SH   SOLE   14,141 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   235,996 3,280 SH   SOLE   3,280 0 0
CANADIAN PAC RY LTD COM 13645T100   57,124,006 765,840 SH   SOLE   765,840 0 0
CHARLES RIV LABS INTL INC COM 159864107   220,079 1,010 SH   SOLE   1,010 0 0
CHINOOK THERAPEUTICS INC COM 16961L106   37,854,546 1,444,830 SH   SOLE   1,444,830 0 0
COGENT BIOSCIENCES INC COM 19240Q201   20,939,738 1,811,396 SH   SOLE   1,811,396 0 0
COLGATE PALMOLIVE CO COM 194162103   50,786,458 644,580 SH   SOLE   644,580 0 0
CONSTELLATION ENERGY CORP COM 21037T109   37,240,047 431,969 SH   SOLE   431,969 0 0
CVS HEALTH CORP COM 126650100   267,455 2,870 SH   SOLE   2,870 0 0
DANAHER CORPORATION COM 235851102   1,972,601 7,432 SH   SOLE   7,432 0 0
DISCOVER FINL SVCS COM 254709108   16,318,924 166,809 SH   SOLE   166,809 0 0
DOLLAR GEN CORP NEW COM 256677105   42,810,563 173,850 SH   SOLE   173,850 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103   4,330,768 354,400 SH   SOLE   354,400 0 0
ELEVANCE HEALTH INC COM 036752103   14,861,254 28,971 SH   SOLE   28,971 0 0
EYEPOINT PHARMACEUTICALS INC COM NEW 30233G209   11,717,640 3,347,897 SH   SOLE   3,347,897 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   47,020,389 693,005 SH   SOLE   693,005 0 0
FULCRUM THERAPEUTICS INC COM 359616109   31,120,566 4,274,803 SH   SOLE   4,274,803 0 0
GALAPAGOS NV SPON ADR 36315X101   2,094,736 47,200 SH   SOLE   47,200 0 0
GENMAB A/S SPONSORED ADS 372303206   220,800 5,210 SH   SOLE   5,210 0 0
GFL ENVIRONMENTAL INC SUB VTG SHS 36168Q104   22,034,100 753,818 SH   SOLE   753,818 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   55,188,488 436,756 SH   SOLE   436,756 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101   99,494,316 874,291 SH   SOLE   874,291 0 0
IDEXX LABS INC COM 45168D104   375,323 920 SH   SOLE   920 0 0
ILLUMINA INC COM 452327109   568,182 2,810 SH   SOLE   2,810 0 0
INFLARX NV COM N44821101   6,653,344 2,146,240 SH   SOLE   2,146,240 0 0
INSMED INC COM PAR $.01 457669307   50,367,602 2,520,901 SH   SOLE   2,520,901 0 0
INTRA-CELLULAR THERAPIES INC COM 46116X101   54,875,288 1,036,948 SH   SOLE   1,036,948 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   411,293 1,550 SH   SOLE   1,550 0 0
IQVIA HLDGS INC COM 46266C105   606,270 2,959 SH   SOLE   2,959 0 0
JOHNSON & JOHNSON COM 478160104   5,174,079 29,290 SH   SOLE   29,290 0 0
KALVISTA PHARMACEUTICALS INC COM 483497103   7,248,762 1,072,302 SH   SOLE   1,072,302 0 0
KEZAR LIFE SCIENCES INC COM 49372L100   24,670,019 3,504,264 SH   SOLE   3,504,264 0 0
KURA ONCOLOGY INC COM 50127T109   79,136,274 6,376,815 SH   SOLE   6,376,815 0 0
LAS VEGAS SANDS CORP COM 517834107   78,146,678 1,625,685 SH   SOLE   1,625,685 0 0
LAUDER ESTEE COS INC CL A 518439104   98,873,324 398,506 SH   SOLE   398,506 0 0
MARINUS PHARMACEUTICALS INC COM NEW 56854Q200   19,195,520 4,822,995 SH   SOLE   4,822,995 0 0
MCKESSON CORP COM 58155Q103   21,797,473 58,108 SH   SOLE   58,108 0 0
MEDTRONIC PLC SHS G5960L103   727,926 9,366 SH   SOLE   9,366 0 0
MEREO BIOPHARMA GROUP PLC SPON ADS 589492107   5,523,329 7,364,438 SH   SOLE   7,364,438 0 0
META PLATFORMS INC CL A 30303M102   29,634,808 246,259 SH   SOLE   246,259 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   237,054 164 SH   SOLE   164 0 0
MOLECULAR PARTNERS AG ADS 60853G106   2,620,000 400,000 SH   SOLE   400,000 0 0
NATERA INC COM 632307104   2,084,823 51,900 SH   SOLE   51,900 0 0
NIKE INC CL B 654106103   58,263,608 497,937 SH   SOLE   497,937 0 0
NVIDIA CORPORATION COM 67066G104   12,766,498 87,358 SH   SOLE   87,358 0 0
OPY ACQUISITION CORP I *W EXP 09/22/202 671005114   3,645 72,605 SH   SOLE   72,605 0 0
ORACLE CORP COM 68389X105   29,288,505 358,313 SH   SOLE   358,313 0 0
ORIC PHARMACEUTICALS INC COM 68622P109   11,206,567 1,902,643 SH   SOLE   1,902,643 0 0
OTIS WORLDWIDE CORP COM 68902V107   101,605,659 1,297,480 SH   SOLE   1,297,480 0 0
PEPGEN INC COM 713317105   11,071,523 828,087 SH   SOLE   828,087 0 0
POINT BIOPHARMA GLOBAL INC COM 730541109   19,150,830 2,627,000 SH   SOLE   2,627,000 0 0
PROKIDNEY CORP CLASS A ORD SHS G7S53R104   21,905,181 3,193,175 SH   SOLE   3,193,175 0 0
PROTHENA CORP PLC SHS G72800108   12,438,492 206,448 SH   SOLE   206,448 0 0
ROSS STORES INC COM 778296103   12,191,993 105,040 SH   SOLE   105,040 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   78,037,180 1,974,625 SH   SOLE   1,974,625 0 0
SANOFI SPONSORED ADR 80105N105   1,095,002 22,610 SH   SOLE   22,610 0 0
SCHWAB CHARLES CORP COM 808513105   50,306,025 604,204 SH   SOLE   604,204 0 0
SELECT SECTOR SPDR TR ENERGY 81369Y506   29,964,598 342,570 SH   SOLE   342,570 0 0
STARBUCKS CORP COM 855244109   44,445,667 448,041 SH   SOLE   448,041 0 0
STRYKER CORPORATION COM 863667101   405,853 1,660 SH   SOLE   1,660 0 0
SUTRO BIOPHARMA INC COM 869367102   44,966,000 5,565,099 SH   SOLE   5,565,099 0 0
TAPESTRY INC COM 876030107   83,049,510 2,180,922 SH   SOLE   2,180,922 0 0
TERNS PHARMACEUTICALS INC COM 880881107   35,103,440 3,448,275 SH   SOLE   3,448,275 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   1,850,318 3,360 SH   SOLE   3,360 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108   37,859,532 817,171 SH   SOLE   817,171 0 0
UNION PAC CORP COM 907818108   107,919,293 521,173 SH   SOLE   521,173 0 0
UNITEDHEALTH GROUP INC COM 91324P102   136,104,629 256,714 SH   SOLE   256,714 0 0
VENTYX BIOSCIENCES INC COM 92332V107   6,112,056 186,400 SH   SOLE   186,400 0 0
WATERS CORP COM 941848103   325,451 950 SH   SOLE   950 0 0
WYNN RESORTS LTD COM 983134107   56,492,032 685,001 SH   SOLE   685,001 0 0