Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PNC	PNC FINL SVCS GROUP INC	7,956,766	$1.599B	4.2%	—	—	COM	693475105
JPM	JPMORGAN CHASE & CO.	5,059,060	$1.596B	4.1%	—	—	COM	46625H100
SCHW	SCHWAB CHARLES CORP	16,583,101	$1.583B	4.1%	—	—	COM	808513105
COF	CAPITAL ONE FINL CORP	7,388,506	$1.571B	4.1%	—	—	COM	14040H105
MSFT	MICROSOFT CORP	2,429,412	$1.258B	3.3%	—	—	COM	594918104
DIS	DISNEY WALT CO	10,449,711	$1.196B	3.1%	—	—	COM	254687106
TSM	TAIWAN SEMICONDUCTOR MFG LTD	3,944,366	$1.102B	2.9%	—	—	SPONSORED ADS	874039100
MCD	MCDONALDS CORP	3,374,875	$1.026B	2.7%	—	—	COM	580135101
FTV	FORTIVE CORP	20,483,680	$1.003B	2.6%	—	—	COM	34959J108
APD	AIR PRODS & CHEMS INC	3,667,119	$1B	2.6%	—	—	COM	009158106
SHW	SHERWIN WILLIAMS CO	2,881,091	$998M	2.6%	—	—	COM	824348106
V	VISA INC	2,897,030	$989M	2.6%	—	—	COM CL A	92826C839
BBIO	BRIDGEBIO PHARMA INC	15,977,849	$830M	2.2%	—	—	COM	10806X102
GM	GENERAL MTRS CO	13,027,139	$794M	2.1%	—	—	COM	37045V100
CVNA	CARVANA CO	2,101,241	$793M	2.1%	—	—	CL A	146869102
TMUS	T-MOBILE US INC	3,262,466	$781M	2.0%	—	—	COM	872590104
JCI	JOHNSON CTLS INTL PLC	6,796,942	$747M	1.9%	—	—	SHS	G51502105
BLK	BLACKROCK INC	619,492	$722M	1.9%	—	—	COM	09290D101
PM	PHILIP MORRIS INTL INC	4,426,128	$718M	1.9%	—	—	COM	718172109
TSLA	TESLA INC	1,609,828	$716M	1.9%	—	—	COM	88160R101
META	META PLATFORMS INC	929,003	$682M	1.8%	—	—	CL A	30303M102
AMD	ADVANCED MICRO DEVICES INC	4,181,269	$676M	1.8%	—	—	COM	007903107
BA	BOEING CO	3,010,551	$650M	1.7%	—	—	COM	097023105
NKE	NIKE INC	8,996,579	$627M	1.6%	—	—	CL B	654106103
NFLX	NETFLIX INC	500,812	$600M	1.6%	—	—	COM	64110L106
BAC	BANK AMERICA CORP	11,500,290	$593M	1.5%	—	—	COM	060505104
HCA	HCA HEALTHCARE INC	1,380,583	$588M	1.5%	—	—	COM	40412C101
CSX	CSX CORP	15,947,719	$566M	1.5%	—	—	COM	126408103
DKNG	DRAFTKINGS INC NEW	15,003,351	$561M	1.5%	—	—	COM CL A	26142V105
COR	CENCORA INC	1,778,135	$556M	1.4%	—	—	COM	03073E105
DHR	DANAHER CORPORATION	2,751,245	$545M	1.4%	—	—	COM	235851102
SE	SEA LTD	3,039,203	$543M	1.4%	—	—	SPONSORD ADS	81141R100
UBS	UBS GROUP AG	13,096,560	$535M	1.4%	—	—	SHS	H42097107
PRMB	PRIMO BRANDS CORPORATION	23,033,970	$509M	1.3%	—	—	CLASS A COM SHS	741623102
AON	AON PLC	1,414,618	$504M	1.3%	—	—	SHS CL A	G0403H108
TIC	ACUREN CORP	34,360,000	$457M	1.2%	—	—	COM	00510N102
BMRN	BIOMARIN PHARMACEUTICAL INC	8,322,179	$451M	1.2%	—	—	COM	09061G101
ADPT	ADAPTIVE BIOTECHNOLOGIES COR	29,993,708	$449M	1.2%	—	—	COM	00650F109
RRX	REGAL REXNORD CORPORATION	3,123,262	$448M	1.2%	—	—	COM	758750103
CLS	CELESTICA INC	1,722,780	$424M	1.1%	—	—	COM	15101Q207
APG	API GROUP CORP	12,306,277	$423M	1.1%	—	—	COM STK	00187Y100
SAIA	SAIA INC	1,383,888	$414M	1.1%	—	—	COM	78709Y105
CPT	CAMDEN PPTY TR	3,846,740	$411M	1.1%	—	—	SH BEN INT	133131102
MAA	MID-AMER APT CMNTYS INC	2,645,082	$370M	1.0%	—	—	COM	59522J103
ROIV	ROIVANT SCIENCES LTD	23,594,831	$357M	0.9%	—	—	SHS	G76279101
KKR	KKR & CO INC	2,709,024	$352M	0.9%	—	—	COM	48251W104
ROST	ROSS STORES INC	2,023,868	$308M	0.8%	—	—	COM	778296103
CMG	CHIPOTLE MEXICAN GRILL INC	6,636,563	$260M	0.7%	—	—	COM	169656105
BSX	BOSTON SCIENTIFIC CORP	2,641,682	$258M	0.7%	—	—	COM	101137107
EW	EDWARDS LIFESCIENCES CORP	3,069,151	$239M	0.6%	—	—	COM	28176E108
RAL	RALLIANT CORP	5,082,472	$222M	0.6%	—	—	COM	750940108
CHWY	CHEWY INC	5,483,690	$222M	0.6%	—	—	CL A	16679L109
AS	AMER SPORTS INC	6,343,481	$220M	0.6%	—	—	COM SHS	G0260P102
DB	DEUTSCHE BANK AG	6,102,855	$215M	0.6%	—	—	NAMEN AKT	D18190898
CBRE	CBRE GROUP INC	1,210,004	$191M	0.5%	—	—	CL A	12504L109
NAMS	NEWAMSTERDAM PHARMA COMPANY	6,475,534	$184M	0.5%	—	—	ORDINARY SHARES	N62509109
INTU	INTUIT	264,136	$180M	0.5%	—	—	COM	461202103
DECK	DECKERS OUTDOOR CORP	1,726,926	$175M	0.5%	—	—	COM	243537107
FSLR	FIRST SOLAR INC	767,996	$169M	0.4%	—	—	COM	336433107
MASI	MASIMO CORP	1,073,433	$158M	0.4%	—	—	COM	574795100
CSGP	COSTAR GROUP INC	1,849,729	$156M	0.4%	—	—	COM	22160N109
APP	APPLOVIN CORP	162,525	$117M	0.3%	—	—	COM CL A	03831W108
RYAN	RYAN SPECIALTY HOLDINGS INC	1,934,957	$109M	0.3%	—	—	CL A	78351F107
ITGR	INTEGER HLDGS CORP	1,024,942	$106M	0.3%	—	—	COM	45826H109
SION	SIONNA THERAPEUTICS INC	3,195,181	$93.97M	0.2%	—	—	COM	829401108
PHVS	PHARVARIS N V	3,653,310	$91.15M	0.2%	—	—	COM	N69605108
ORIC	ORIC PHARMACEUTICALS INC	6,572,700	$78.87M	0.2%	—	—	COM	68622P109
LAB	STANDARD BIOTOOLS INC	58,651,170	$76.25M	0.2%	—	—	COM	34385P108
INBX	INHIBRX BIOSCIENCES INC	1,787,705	$60.21M	0.2%	—	—	COM	45720N103
DNA	GINKGO BIOWORKS HOLDINGS INC	3,577,128	$52.15M	0.1%	—	—	CL A NEW	37611X209
ORKA	ORUKA THERAPEUTICS INC	2,666,690	$51.28M	0.1%	—	—	COM	687604108
TEVA	TEVA PHARMACEUTICAL INDS LTD	2,532,119	$51.15M	0.1%	—	—	SPONSORED ADS	881624209
TRVI	TREVI THERAPEUTICS INC	5,128,875	$46.93M	0.1%	—	—	COM	89532M101
STUB	STUBHUB HLDGS INC	2,040,816	$34.37M	0.1%	—	—	CL A	86384P109
CART	MAPLEBEAR INC	832,857	$30.62M	0.1%	—	—	COM	565394103
PEPG	PEPGEN INC	3,482,434	$16.09M	0.0%	—	—	COM	713317105
ESTA	ESTABLISHMENT LABS HLDGS INC	343,465	$14.08M	0.0%	—	—	COM	G31249108
—	RALLYBIO CORP	4,194,777	$2.093M	0.0%	—	—	COM	75120L100