Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
UBER	UBER TECHNOLOGIES INC	72,840,541	$6.796B	28.5%	$42.45	+93.9%	COM	90353T100
EA	ELECTRONIC ARTS INC	24,807,932	$3.962B	16.6%	$124.52	+18.4%	COM	285512109
—	LUCID GROUP INC	1,770,888,684	$3.737B	15.7%	$16.62	—	COM	549498103
TTWO	TAKE-TWO INTERACTIVE SOFTWAR	11,414,680	$2.772B	11.6%	$169.47	+33.0%	COM	874054109
ARM	ARM HOLDINGS PLC	8,967,300	$1.45B	6.1%	—	—	Call	042068205
CMI	CUMMINS INC	1,095,578	$359M	1.5%	$210.43	+45.3%	COM	231021106
UNH	UNITEDHEALTH GROUP INC	992,400	$310M	1.3%	—	—	Call	91324P102
LLY	ELI LILLY & CO	352,300	$275M	1.2%	—	—	Call	532457108
LIN	LINDE PLC	436,350	$205M	0.9%	$322.30	+40.3%	SHS	G54950103
NVDA	NVIDIA CORPORATION	1,210,400	$191M	0.8%	—	—	Call	67066G104
VRTX	VERTEX PHARMACEUTICALS INC	427,300	$190M	0.8%	—	—	Call	92532F100
MA	MASTERCARD INCORPORATED	335,300	$188M	0.8%	—	—	Call	57636Q104
SCHW	SCHWAB CHARLES CORP	2,048,700	$187M	0.8%	—	—	Call	808513105
HD	HOME DEPOT INC	420,400	$154M	0.6%	—	—	Call	437076102
MRK	MERCK & CO INC	1,898,900	$150M	0.6%	—	—	Call	58933Y105
PDD	PDD HOLDINGS INC	1,343,300	$141M	0.6%	$92.98	—	Call	722304102
NEE	NEXTERA ENERGY INC	1,923,400	$134M	0.6%	—	—	Call	65339F101
AMD	ADVANCED MICRO DEVICES INC	937,800	$133M	0.6%	—	—	Call	007903107
GOOGL	ALPHABET INC	746,900	$132M	0.6%	—	—	Call	02079K305
AAPL	APPLE INC	640,600	$131M	0.6%	—	—	Call	037833100
NOW	SERVICENOW INC	124,200	$128M	0.5%	—	—	Call	81762P102
PGR	PROGRESSIVE CORP	457,200	$122M	0.5%	—	—	Call	743315103
AMZN	AMAZON COM INC	543,000	$119M	0.5%	$202.80	-2.4%	Call	023135106
BKNG	BOOKING HOLDINGS INC	20,300	$118M	0.5%	—	—	Call	09857L108
MELI	MERCADOLIBRE INC	42,500	$111M	0.5%	—	—	Call	58733R102
ADBE	ADOBE INC	280,500	$109M	0.5%	—	—	Call	00724F101
CI	THE CIGNA GROUP	295,800	$97.79M	0.4%	—	—	Call	125523100
BAC	BANK AMERICA CORP	2,000,300	$94.65M	0.4%	—	—	Call	060505104
GILD	GILEAD SCIENCES INC	840,600	$93.2M	0.4%	—	—	Call	375558103
AVGO	BROADCOM INC	320,400	$88.32M	0.4%	—	—	Call	11135F101
NFLX	NETFLIX INC	57,900	$77.54M	0.3%	—	—	Call	64110L106
APD	AIR PRODS & CHEMS INC	268,165	$75.64M	0.3%	$231.66	+15.7%	COM	009158106
AZN	ASTRAZENECA PLC	1,014,900	$70.92M	0.3%	—	—	Call	046353108
V	VISA INC	196,700	$69.84M	0.3%	$225.36	+54.0%	Call	92826C839
CB	CHUBB LIMITED	236,500	$68.52M	0.3%	—	—	Call	H1467J104
AMAT	APPLIED MATLS INC	365,100	$66.84M	0.3%	—	—	Call	038222105
C	CITIGROUP INC	735,100	$62.57M	0.3%	—	—	Call	172967424
ASML	ASML HOLDING N V	74,600	$59.78M	0.3%	—	—	Call	N07059210
CTEV	CLARITEV CORPORATION	1,281,250	$57.82M	0.2%	$11.75	+144.9%	CL A NEW	62548M209
ONC	BEONE MEDICINES LTD	227,177	$54.99M	0.2%	$344.03	—	SPONSORED ADS	07725L102
ADI	ANALOG DEVICES INC	207,300	$49.34M	0.2%	—	—	Call	032654105
MSFT	MICROSOFT CORP	93,500	$46.51M	0.2%	—	—	Call	594918104
AVY	AVERY DENNISON CORP	231,662	$40.65M	0.2%	$198.91	-13.2%	COM	053611109
CRM	SALESFORCE INC	148,200	$40.41M	0.2%	—	—	Call	79466L302
HCA	HCA HEALTHCARE INC	104,500	$40.03M	0.2%	—	—	Call	40412C101
KKR	KKR & CO INC	285,700	$38.01M	0.2%	—	—	Call	48251W104
BE	BLOOM ENERGY CORP	1,508,807	$36.09M	0.2%	$15.90	+21.7%	COM CL A	093712107
JPM	JPMORGAN CHASE & CO.	115,700	$33.54M	0.1%	—	—	Call	46625H100
KO	COCA COLA CO	462,700	$32.74M	0.1%	—	—	Call	191216100
MCK	MCKESSON CORP	33,200	$24.33M	0.1%	—	—	Call	58155Q103
WMT	WALMART INC	247,700	$24.22M	0.1%	—	—	Call	931142103
CME	CME GROUP INC	84,700	$23.35M	0.1%	—	—	Call	12572Q105
ICE	INTERCONTINENTAL EXCHANGE IN	101,600	$18.64M	0.1%	—	—	Call	45866F104
PDD	PDD HOLDINGS INC	162,199	$16.98M	0.1%	$92.98	—	SPONSORED ADS	722304102
PINS	PINTEREST INC	209,992	$7.53M	0.0%	$51.92	-41.5%	CL A	72352L106
PLD	PROLOGIS INC.	2,481	$261K	0.0%	$114.92	-11.0%	COM	74340W103
ALUR/WS	ALLURION TECHNOLOGIES INC	1,148,436	$36,061	0.0%	$0.91	—	*W EXP 08/01/203	02008G110