Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	11,838,092	$2.633B	7.2%	—	—	COM	594918104
BBIO	BRIDGEBIO PHARMA INC	26,620,991	$1.893B	5.2%	—	—	COM	10806X102
ADPT	ADAPTIVE BIOTECHNOLOGIES COR	29,993,708	$1.774B	4.9%	—	—	COM	00650F109
FIS	FIDELITY NATL INFORMATION SV	11,835,412	$1.674B	4.6%	—	—	COM	31620M106
TMUS	T-MOBILE US INC	8,705,481	$1.174B	3.2%	—	—	COM	872590104
GOOGL	ALPHABET INC	619,791	$1.086B	3.0%	—	—	CAP STK CL A	02079K305
BSX	BOSTON SCIENTIFIC CORP	29,990,892	$1.078B	3.0%	—	—	COM	101137107
JPM	JPMORGAN CHASE & CO	8,459,075	$1.075B	3.0%	—	—	COM	46625H100
UNH	UNITEDHEALTH GROUP INC	2,793,665	$980M	2.7%	—	—	COM	91324P102
V	VISA INC	4,085,538	$894M	2.5%	—	—	COM CL A	92826C839
CNC	CENTENE CORP DEL	13,087,649	$786M	2.2%	—	—	COM	15135B101
ABCL	ABCELLERA BIOLOGICS INC	19,283,744	$776M	2.1%	—	—	COM	00288U106
DIS	DISNEY WALT CO	4,271,505	$774M	2.1%	—	—	COM	254687106
—	NUANCE COMMUNICATIONS INC	16,382,663	$722M	2.0%	—	—	COM	67020Y100
MELI	MERCADOLIBRE INC	411,914	$690M	1.9%	—	—	COM	58733R102
PANW	PALO ALTO NETWORKS INC	1,887,130	$671M	1.8%	—	—	COM	697435105
AMZN	AMAZON COM INC	200,471	$653M	1.8%	—	—	COM	023135106
AXP	AMERICAN EXPRESS CO	5,224,231	$632M	1.7%	—	—	COM	025816109
—	FLEETCOR TECHNOLOGIES INC	2,269,747	$619M	1.7%	—	—	COM	339041105
TSM	TAIWAN SEMICONDUCTOR MFG LTD	5,601,289	$611M	1.7%	—	—	SPONSORED ADS	874039100
APG	API GROUP CORP	33,333,333	$605M	1.7%	—	—	COM STK	00187Y100
ZBH	ZIMMER BIOMET HOLDINGS INC	3,867,074	$596M	1.6%	—	—	COM	98956P102
FTV	FORTIVE CORP	7,963,937	$564M	1.6%	—	—	COM	34959J108
AON	AON PLC	2,570,620	$543M	1.5%	—	—	SHS CL A	G0403H108
HLT	HILTON WORLDWIDE HLDGS INC	4,719,901	$525M	1.4%	—	—	COM	43300A203
MCO	MOODYS CORP	1,645,420	$478M	1.3%	—	—	COM	615369105
PH	PARKER-HANNIFIN CORP	1,683,025	$458M	1.3%	—	—	COM	701094104
GH	GUARDANT HEALTH INC	3,534,842	$456M	1.3%	—	—	COM	40131M109
NOW	SERVICENOW INC	768,107	$423M	1.2%	—	—	COM	81762P102
BKNG	BOOKING HOLDINGS INC	188,281	$419M	1.2%	—	—	COM	09857L108
CB	CHUBB LIMITED	2,706,111	$417M	1.1%	—	—	COM	H1467J104
CI	CIGNA CORP NEW	1,953,869	$407M	1.1%	—	—	COM	125523100
HIG	HARTFORD FINL SVCS GROUP INC	8,071,081	$395M	1.1%	—	—	COM	416515104
SE	SEA LTD	1,905,002	$379M	1.0%	—	—	SPONSORD ADS	81141R100
AVTR	AVANTOR INC	13,358,729	$376M	1.0%	—	—	COM	05352A100
AIZ	ASSURANT INC	2,758,595	$376M	1.0%	—	—	COM	04621X108
AMD	ADVANCED MICRO DEVICES INC	4,015,000	$368M	1.0%	—	—	COM	007903107
OTIS	OTIS WORLDWIDE CORP	5,397,663	$365M	1.0%	—	—	COM	68902V107
VRSN	VERISIGN INC	1,466,699	$317M	0.9%	—	—	COM	92343E102
—	GENERAL ELECTRIC CO	29,199,997	$315M	0.9%	—	—	COM	369604103
HCA	HCA HEALTHCARE INC	1,748,194	$288M	0.8%	—	—	COM	40412C101
ALGN	ALIGN TECHNOLOGY INC	534,944	$286M	0.8%	—	—	COM	016255101
META	FACEBOOK INC	1,031,928	$282M	0.8%	—	—	CL A	30303M102
IR	INGERSOLL RAND INC	6,145,201	$280M	0.8%	—	—	COM	45687V106
—	HORIZON THERAPEUTICS PUB L	3,662,876	$268M	0.7%	—	—	SHS	G46188101
EHC	ENCOMPASS HEALTH CORP	2,643,276	$219M	0.6%	—	—	COM	29261A100
MOH	MOLINA HEALTHCARE INC	1,022,739	$218M	0.6%	—	—	COM	60855R100
U	UNITY SOFTWARE INC	1,409,981	$216M	0.6%	—	—	COM	91332U101
MU	MICRON TECHNOLOGY INC	2,752,100	$207M	0.6%	—	—	COM	595112103
AVB	AVALONBAY CMNTYS INC	1,209,895	$194M	0.5%	—	—	COM	053484101
SNOW	SNOWFLAKE INC	627,157	$176M	0.5%	—	—	CL A	833445109
—	INHIBRX INC	5,305,866	$175M	0.5%	—	—	COM	45720L107
APD	AIR PRODS & CHEMS INC	636,600	$174M	0.5%	—	—	COM	009158106
WDAY	WORKDAY INC	707,831	$170M	0.5%	—	—	CL A	98138H101
LVS	LAS VEGAS SANDS CORP	2,826,560	$168M	0.5%	—	—	COM	517834107
FDMT	4D MOLECULAR THERAPEUTICS IN	3,937,914	$163M	0.4%	—	—	COM	35104E100
MET	METLIFE INC	3,340,480	$157M	0.4%	—	—	COM	59156R108
ZNTL	ZENTALIS PHARMACEUTICALS INC	3,011,284	$156M	0.4%	—	—	COM	98943L107
BMY	BRISTOL-MYERS SQUIBB CO	2,506,793	$155M	0.4%	—	—	COM	110122108
MRSH	MARSH & MCLENNAN COS INC	1,320,572	$155M	0.4%	—	—	COM	571748102
PMVP	PMV PHARMACEUTICALS INC	2,364,062	$145M	0.4%	—	—	COM	69353Y103
MTCH	MATCH GROUP INC NEW	914,686	$138M	0.4%	—	—	COM	57667L107
BDX	BECTON DICKINSON & CO	511,584	$128M	0.4%	—	—	COM	075887109
DRI	DARDEN RESTAURANTS INC	1,070,370	$128M	0.4%	—	—	COM	237194105
—	CATALENT INC	1,203,641	$125M	0.3%	—	—	COM	148806102
PODD	INSULET CORP	483,529	$124M	0.3%	—	—	COM	45784P101
RPRX	ROYALTY PHARMA PLC	2,287,000	$114M	0.3%	—	—	SHS CLASS A	G7709Q104
BILI	BILIBILI INC	1,311,083	$112M	0.3%	—	—	SPONS ADS REP Z	090040106
EQH	EQUITABLE HLDGS INC	3,874,110	$99.14M	0.3%	—	—	COM	29452E101
PGR	PROGRESSIVE CORP	895,126	$88.51M	0.2%	—	—	COM	743315103
—	MCAFEE CORP	5,251,436	$87.65M	0.2%	—	—	COM CL A	579063108
DASH	DOORDASH INC	610,573	$87.16M	0.2%	—	—	CL A	25809K105
PVH	PVH CORPORATION	827,892	$77.73M	0.2%	—	—	COM	693656100
KMX	CARMAX INC	794,240	$75.02M	0.2%	—	—	COM	143130102
—	KINNATE BIOPHARMA INC	1,872,023	$74.47M	0.2%	—	—	COM	49705R105
—	ATHIRA PHARMA INC	2,120,653	$72.63M	0.2%	—	—	COM	04746L104
VERX	VERTEX INC	2,031,639	$70.8M	0.2%	—	—	CL A	92538J106
CSGP	COSTAR GROUP INC	70,949	$65.58M	0.2%	—	—	COM	22160N109
—	COOPER COS INC	149,000	$54.13M	0.1%	—	—	COM NEW	216648402
EG	EVEREST RE GROUP LTD	199,505	$46.7M	0.1%	—	—	COM	G3223R108
PACB	PACIFIC BIOSCIENCES CALIF IN	1,562,915	$40.54M	0.1%	—	—	COM	69404D108
TMO	THERMO FISHER SCIENTIFIC INC	77,817	$36.25M	0.1%	—	—	COM	883556102
—	GOHEALTH INC	2,600,905	$35.53M	0.1%	—	—	COM CL A	38046W105
—	KARUNA THERAPEUTICS INC	338,200	$34.36M	0.1%	—	—	COM	48576A100
—	ARENA PHARMACEUTICALS INC	427,256	$32.83M	0.1%	—	—	COM NEW	040047607
—	BLUEPRINT MEDICINES CORP	272,681	$30.58M	0.1%	—	—	COM	09627Y109
—	VIELA BIO INC	703,424	$25.3M	0.1%	—	—	COM	926613100
—	LABORATORY CORP AMER HLDGS	94,500	$19.23M	0.1%	—	—	COM NEW	50540R409
—	JAMF HLDG CORP	605,828	$18.13M	0.0%	—	—	COM	47074L105
—	CHINDATA GROUP HLDGS LTD	739,798	$17.73M	0.0%	—	—	ADS	16955F107
ACHC	ACADIA HEALTHCARE COMPANY IN	341,799	$17.18M	0.0%	—	—	COM	00404A109
API	AGORA INC	400,000	$15.82M	0.0%	—	—	ADS	00851L103
GMAB	GENMAB A/S	377,562	$15.35M	0.0%	—	—	SPONSORED ADS	372303206
SEER	SEER INC	270,232	$15.17M	0.0%	—	—	COM CL A	81578P106
FROG	JFROG LTD	169,441	$10.65M	0.0%	—	—	ORD SHS	M6191J100
—	BRISTOL-MYERS SQUIBB CO	8,825,899	$6.091M	0.0%	—	—	RIGHT 99/99/9999	110122157