Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AVGO	BROAD INC	424,815	$160M	3.9%	$377.75	—	—	11135F101
FSLR	FIRST SOLAR INC	31,495	$7.432M	0.2%	$235.97	—	—	336433107
MA	MASTERCARD INCORPORATED	2,944	$1.512M	0.0%	$513.59	—	—	57636Q104
CSCO	CISCO SYS INC	10,167	$1.194M	0.0%	$117.44	—	—	17275R102
MSI	MOTOROLA SOLUTIONS INC	2,792	$1.159M	0.0%	$415.11	—	—	620076307

Increased Positions (20)

NU NU HLDGS LTD 1.6%

Value $66.44M (+1097.9%) Shares 4,973,457 (+1188.4%) Est. Cost $13.54 Unrealized —

RSG REPUBLIC SVCS INC 5.4%

Value $222M (+11.0%) Shares 1,041,624 (+14.1%) Est. Cost $219.02 Unrealized —

TCOM TRIP COM GROUP LTD 0.6%

Value $24.45M (-18.3%) Shares 613,630 (+2.1%) Est. Cost $37.42 Unrealized —

AS AMER SPORTS INC 0.2%

Value $10.04M (+45.0%) Shares 296,653 (+41.0%) Est. Cost $36.93 Unrealized —

SE SEA LTD 0.5%

Value $19.03M (+18.7%) Shares 198,560 (+2.6%) Est. Cost $50.09 Unrealized —

INSM INSMED INC 0.7%

Value $27.84M (+5.7%) Shares 261,110 (+62.1%) Est. Cost $68.86 Unrealized —

TYL TYLER TECHNOLOGIES INC 0.3%

Value $11.22M (+11.3%) Shares 38,361 (+30.3%) Est. Cost $393.15 Unrealized —

SCI SERVICE CORP INTL 0.5%

Value $20.07M (+6.0%) Shares 264,157 (+15.1%) Est. Cost $68.82 Unrealized —

RMD RESMED INC 0.3%

Value $11.69M (-6.9%) Shares 59,987 (+7.2%) Est. Cost $183.97 Unrealized —

BSX BOSTON SCIENTIFIC CORP 0.3%

Value $11.95M (+5.8%) Shares 280,000 (+55.6%) Est. Cost $70.42 Unrealized —

GPN GLOBAL PMTS INC 0.2%

Value $6.882M (+9.1%) Shares 94,843 (+1.2%) Est. Cost $127.79 Unrealized —

NEE NEXTERA ENERGY INC 5.4%

Value $224M (+0.2%) Shares 2,546,453 (+6.0%) Est. Cost $62.21 Unrealized —

TRU TRANSUNION 0.2%

Value $9.22M (+5.4%) Shares 127,804 (+1.1%) Est. Cost $74.14 Unrealized —

HSAI HESAI GROUP 0.3%

Value $12.38M (-3.4%) Shares 679,558 (+1.4%) Est. Cost $27.96 Unrealized —

TW TRADEWEB MKTS INC 0.0%

Value $962K (+40.8%) Shares 9,651 (+66.2%) Est. Cost $104.30 Unrealized —

PSMT PRICESMART INC 0.0%

Value $546K (+93.6%) Shares 2,794 (+49.1%) Est. Cost $161.17 Unrealized —

SPOT SPOTIFY TECHNOLOGY S A 0.1%

Value $4.817M (+5.2%) Shares 10,491 (+11.1%) Est. Cost $499.88 Unrealized —

ACN ACCENTURE PLC IRELAND 0.0%

Value $843K (-9.7%) Shares 6,777 (+43.9%) Est. Cost $244.99 Unrealized —

VRSK VERISK ANALYTICS INC 0.2%

Value $10.18M (-0.7%) Shares 56,706 (+4.9%) Est. Cost $214.54 Unrealized —

GFL GFL ENVIRONMENTAL INC 0.0%

Value $1.266M (+2.4%) Shares 34,410 (+16.2%) Est. Cost $46.81 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NU	NU HLDGS LTD	4,973,457 (+1188.4%)	$66.44M (+1097.9%)	1.6%	$13.54	—	—	G6683N103
RSG	REPUBLIC SVCS INC	1,041,624 (+14.1%)	$222M (+11.0%)	5.4%	$219.02	—	—	760759100
TCOM	TRIP COM GROUP LTD	613,630 (+2.1%)	$24.45M (-18.3%)	0.6%	$37.42	—	—	89677Q107
AS	AMER SPORTS INC	296,653 (+41.0%)	$10.04M (+45.0%)	0.2%	$36.93	—	—	G0260P102
SE	SEA LTD	198,560 (+2.6%)	$19.03M (+18.7%)	0.5%	$50.09	—	—	81141R100
INSM	INSMED INC	261,110 (+62.1%)	$27.84M (+5.7%)	0.7%	$68.86	—	—	457669307
TYL	TYLER TECHNOLOGIES INC	38,361 (+30.3%)	$11.22M (+11.3%)	0.3%	$393.15	—	—	902252105
SCI	SERVICE CORP INTL	264,157 (+15.1%)	$20.07M (+6.0%)	0.5%	$68.82	—	—	817565104
RMD	RESMED INC	59,987 (+7.2%)	$11.69M (-6.9%)	0.3%	$183.97	—	—	761152107
BSX	BOSTON SCIENTIFIC CORP	280,000 (+55.6%)	$11.95M (+5.8%)	0.3%	$70.42	—	—	101137107
GPN	GLOBAL PMTS INC	94,843 (+1.2%)	$6.882M (+9.1%)	0.2%	$127.79	—	—	37940X102
NEE	NEXTERA ENERGY INC	2,546,453 (+6.0%)	$224M (+0.2%)	5.4%	$62.21	—	—	65339F101
TRU	TRANSUNION	127,804 (+1.1%)	$9.22M (+5.4%)	0.2%	$74.14	—	—	89400J107
HSAI	HESAI GROUP	679,558 (+1.4%)	$12.38M (-3.4%)	0.3%	$27.96	—	—	428050108
TW	TRADEWEB MKTS INC	9,651 (+66.2%)	$962K (+40.8%)	0.0%	$104.30	—	—	892672106
PSMT	PRICESMART INC	2,794 (+49.1%)	$546K (+93.6%)	0.0%	$161.17	—	—	741511109
SPOT	SPOTIFY TECHNOLOGY S A	10,491 (+11.1%)	$4.817M (+5.2%)	0.1%	$499.88	—	—	L8681T102
ACN	ACCENTURE PLC IRELAND	6,777 (+43.9%)	$843K (-9.7%)	0.0%	$244.99	—	—	G1151C101
VRSK	VERISK ANALYTICS INC	56,706 (+4.9%)	$10.18M (-0.7%)	0.2%	$214.54	—	—	92345Y106
GFL	GFL ENVIRONMENTAL INC	34,410 (+16.2%)	$1.266M (+2.4%)	0.0%	$46.81	—	—	36168Q104

Exited Positions (5)

UBER UBER TECHNOLOGIES INC 2.4%

Value $98.27M Shares 1,366,185 Est. Cost $93.52 Unrealized —

AOS SMITH A O CORP 0.2%

Value $8.2M Shares 124,360 Est. Cost $69.95 Unrealized —

GIB CGI INC 0.0%

Value $1.488M Shares 20,349 Est. Cost $104.83 Unrealized —

BRO BROWN & BROWN INC 0.0%

Value $719K Shares 11,022 Est. Cost $110.57 Unrealized —

RELX RELX PLC 0.0%

Value $40,000 Shares 1,198 Est. Cost $40.07 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
UBER	UBER TECHNOLOGIES INC	1,366,185	$98.27M	2.4%	$93.52	—	—	90353T100
AOS	SMITH A O CORP	124,360	$8.2M	0.2%	$69.95	—	—	831865209
GIB	CGI INC	20,349	$1.488M	0.0%	$104.83	—	—	12532H104
BRO	BROWN & BROWN INC	11,022	$719K	0.0%	$110.57	—	—	115236101
RELX	RELX PLC	1,198	$40,000	0.0%	$40.07	—	—	759530108

Decreased Positions (37)

TMO THERMO FISHER SCIENTIFIC INC 0.7%

Value $28.32M (-90.3%) Shares 56,477 (-90.5%) Est. Cost $161.38 Unrealized —

ICE INTERCONTINENTAL EXCHANGE IN 0.0%

Value $1.446M (-99.1%) Shares 11,746 (-98.9%) Est. Cost $170.20 Unrealized —

MSFT MICROSOFT CORP 5.8%

Value $240M (-18.6%) Shares 642,401 (-19.2%) Est. Cost $97.20 Unrealized —

GOOG ALPHABET INC 9.0%

Value $373M (-10.8%) Shares 1,055,318 (-27.6%) Est. Cost $107.24 Unrealized —

TSM TAIWAN SEMICONDUCTOR MANUFAC 6.4%

Value $267M (+15.8%) Shares 558,118 (-18.1%) Est. Cost $71.37 Unrealized —

SPGI S&P GLOBAL INC 3.0%

Value $124M (-22.6%) Shares 304,988 (-19.1%) Est. Cost $332.22 Unrealized —

PH PARKER-HANNIFIN CORP 5.3%

Value $221M (-13.1%) Shares 226,105 (-20.4%) Est. Cost $539.16 Unrealized —

LIN LINDE PLC 7.2%

Value $298M (-9.2%) Shares 573,934 (-13.3%) Est. Cost $330.97 Unrealized —

AON AON PLC 2.6%

Value $106M (-17.4%) Shares 320,935 (-19.6%) Est. Cost $318.47 Unrealized —

V VISA INC 6.6%

Value $274M (-7.5%) Shares 799,358 (-18.5%) Est. Cost $67.90 Unrealized —

AMZN AMAZON INC 6.1%

Value $251M (-7.8%) Shares 1,053,605 (-19.4%) Est. Cost $120.99 Unrealized —

PGR PROGRESSIVE CORP 2.9%

Value $121M (-11.5%) Shares 552,443 (-19.7%) Est. Cost $245.19 Unrealized —

RPRX ROYALTY PHARMA PLC 0.6%

Value $26.46M (-16.7%) Shares 471,881 (-28.7%) Est. Cost $32.67 Unrealized —

NTRA NATERA INC 0.8%

Value $32.03M (+16.1%) Shares 118,000 (-14.5%) Est. Cost $48.31 Unrealized —

MELI MERCADOLIBRE INC 2.1%

Value $87.47M (-4.5%) Shares 51,531 (-2.7%) Est. Cost $1995.88 Unrealized —

KRYS KRYSTAL BIOTECH INC 0.5%

Value $21.49M (+22.7%) Shares 57,809 (-14.7%) Est. Cost $52.13 Unrealized —

WPM WHEATON PRECIOUS METALS CORP 0.0%

Value $928K (-81.0%) Shares 8,266 (-77.8%) Est. Cost $111.70 Unrealized —

RGLD ROYAL GOLD INC 0.0%

Value $1.829M (-67.0%) Shares 9,165 (-57.9%) Est. Cost $198.37 Unrealized —

MMYT MAKEMYTRIP LIMITED MAURITIUS 0.0%

Value $1.596M (-66.6%) Shares 29,948 (-76.6%) Est. Cost $55.93 Unrealized —

INFY INFOSYS LTD 0.1%

Value $3.848M (-43.6%) Shares 366,823 (-27.4%) Est. Cost $17.30 Unrealized —

META META PLATFORMS INC 0.4%

Value $15.93M (-13.1%) Shares 28,283 (-11.7%) Est. Cost $733.66 Unrealized —

OR OR ROYALTIES INC. 0.1%

Value $2.389M (-42.8%) Shares 75,522 (-31.2%) Est. Cost $24.87 Unrealized —

HDB HDFC BANK LTD 4.4%

Value $184M (+0.9%) Shares 7,126,982 (-2.8%) Est. Cost $44.90 Unrealized —

CLH CLEAN HARBORS INC 0.3%

Value $12.67M (-11.4%) Shares 42,397 (-15.0%) Est. Cost $216.69 Unrealized —

DOX AMDOCS LTD 0.0%

Value $1.019M (-59.3%) Shares 20,165 (-47.4%) Est. Cost $82.66 Unrealized —

G GENPACT LIMITED 0.0%

Value $1.014M (-54.3%) Shares 36,868 (-38.0%) Est. Cost $42.63 Unrealized —

MCK MCKESSON CORP 0.0%

Value $1.525M (-40.5%) Shares 2,018 (-31.8%) Est. Cost $481.26 Unrealized —

ROP ROPER TECHNOLOGIES INC 0.0%

Value $2M (-29.6%) Shares 5,909 (-26.4%) Est. Cost $543.29 Unrealized —

COR CENCORA INC 0.0%

Value $1.384M (-33.1%) Shares 4,892 (-25.7%) Est. Cost $239.71 Unrealized —

CPRT COPART INC 0.0%

Value $592K (-41.3%) Shares 21,016 (-30.7%) Est. Cost $47.13 Unrealized —

CHE CHEMED CORP NEW 0.0%

Value $1.559M (-19.3%) Shares 3,347 (-34.6%) Est. Cost $435.02 Unrealized —

TFPM TRIPLE FLAG PRECIOUS METAL 0.0%

Value $643K (-30.9%) Shares 21,453 (-19.9%) Est. Cost $21.91 Unrealized —

BN BROOKFIELD CORP 0.0%

Value $663K (-16.1%) Shares 15,567 (-20.2%) Est. Cost $40.02 Unrealized —

AJG GALLAGHER ARTHUR J & CO 0.0%

Value $622K (-15.0%) Shares 2,708 (-19.9%) Est. Cost $264.49 Unrealized —

ADP AUTOMATIC DATA PROCESSING IN 0.0%

Value $534K (-12.2%) Shares 2,384 (-20.3%) Est. Cost $234.26 Unrealized —

BAP CREDICORP LTD 0.0%

Value $528K (+12.6%) Shares 1,355 (-2.0%) Est. Cost $286.41 Unrealized —

EMBJ EMBRAER S.A. 0.0%

Value $409K (0.0%) Shares 6,417 (-6.9%) Est. Cost $36.06 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TMO	THERMO FISHER SCIENTIFIC INC	56,477 (-90.5%)	$28.32M (-90.3%)	0.7%	$161.38	—	—	883556102
ICE	INTERCONTINENTAL EXCHANGE IN	11,746 (-98.9%)	$1.446M (-99.1%)	0.0%	$170.20	—	—	45866F104
MSFT	MICROSOFT CORP	642,401 (-19.2%)	$240M (-18.6%)	5.8%	$97.20	—	—	594918104
GOOG	ALPHABET INC	1,055,318 (-27.6%)	$373M (-10.8%)	9.0%	$107.24	—	—	02079K107
TSM	TAIWAN SEMICONDUCTOR MANUFAC	558,118 (-18.1%)	$267M (+15.8%)	6.4%	$71.37	—	—	874039100
SPGI	S&P GLOBAL INC	304,988 (-19.1%)	$124M (-22.6%)	3.0%	$332.22	—	—	78409V104
PH	PARKER-HANNIFIN CORP	226,105 (-20.4%)	$221M (-13.1%)	5.3%	$539.16	—	—	701094104
LIN	LINDE PLC	573,934 (-13.3%)	$298M (-9.2%)	7.2%	$330.97	—	—	G54950103
AON	AON PLC	320,935 (-19.6%)	$106M (-17.4%)	2.6%	$318.47	—	—	G0403H108
V	VISA INC	799,358 (-18.5%)	$274M (-7.5%)	6.6%	$67.90	—	—	92826C839
AMZN	AMAZON INC	1,053,605 (-19.4%)	$251M (-7.8%)	6.1%	$120.99	—	—	023135106
PGR	PROGRESSIVE CORP	552,443 (-19.7%)	$121M (-11.5%)	2.9%	$245.19	—	—	743315103
RPRX	ROYALTY PHARMA PLC	471,881 (-28.7%)	$26.46M (-16.7%)	0.6%	$32.67	—	—	G7709Q104
NTRA	NATERA INC	118,000 (-14.5%)	$32.03M (+16.1%)	0.8%	$48.31	—	—	632307104
MELI	MERCADOLIBRE INC	51,531 (-2.7%)	$87.47M (-4.5%)	2.1%	$1995.88	—	—	58733R102
KRYS	KRYSTAL BIOTECH INC	57,809 (-14.7%)	$21.49M (+22.7%)	0.5%	$52.13	—	—	501147102
WPM	WHEATON PRECIOUS METALS CORP	8,266 (-77.8%)	$928K (-81.0%)	0.0%	$111.70	—	—	962879102
RGLD	ROYAL GOLD INC	9,165 (-57.9%)	$1.829M (-67.0%)	0.0%	$198.37	—	—	780287108
MMYT	MAKEMYTRIP LIMITED MAURITIUS	29,948 (-76.6%)	$1.596M (-66.6%)	0.0%	$55.93	—	—	V5633W109
INFY	INFOSYS LTD	366,823 (-27.4%)	$3.848M (-43.6%)	0.1%	$17.30	—	—	456788108
META	META PLATFORMS INC	28,283 (-11.7%)	$15.93M (-13.1%)	0.4%	$733.66	—	—	30303M102
OR	OR ROYALTIES INC.	75,522 (-31.2%)	$2.389M (-42.8%)	0.1%	$24.87	—	—	68390D106
HDB	HDFC BANK LTD	7,126,982 (-2.8%)	$184M (+0.9%)	4.4%	$44.90	—	—	40415F101
CLH	CLEAN HARBORS INC	42,397 (-15.0%)	$12.67M (-11.4%)	0.3%	$216.69	—	—	184496107
DOX	AMDOCS LTD	20,165 (-47.4%)	$1.019M (-59.3%)	0.0%	$82.66	—	—	G02602103
G	GENPACT LIMITED	36,868 (-38.0%)	$1.014M (-54.3%)	0.0%	$42.63	—	—	G3922B107
MCK	MCKESSON CORP	2,018 (-31.8%)	$1.525M (-40.5%)	0.0%	$481.26	—	—	58155Q103
ROP	ROPER TECHNOLOGIES INC	5,909 (-26.4%)	$2M (-29.6%)	0.0%	$543.29	—	—	776696106
COR	CENCORA INC	4,892 (-25.7%)	$1.384M (-33.1%)	0.0%	$239.71	—	—	03073E105
CPRT	COPART INC	21,016 (-30.7%)	$592K (-41.3%)	0.0%	$47.13	—	—	217204106
CHE	CHEMED CORP NEW	3,347 (-34.6%)	$1.559M (-19.3%)	0.0%	$435.02	—	—	16359R103
TFPM	TRIPLE FLAG PRECIOUS METAL	21,453 (-19.9%)	$643K (-30.9%)	0.0%	$21.91	—	—	89679M104
BN	BROOKFIELD CORP	15,567 (-20.2%)	$663K (-16.1%)	0.0%	$40.02	—	—	11271J107
AJG	GALLAGHER ARTHUR J & CO	2,708 (-19.9%)	$622K (-15.0%)	0.0%	$264.49	—	—	363576109
ADP	AUTOMATIC DATA PROCESSING IN	2,384 (-20.3%)	$534K (-12.2%)	0.0%	$234.26	—	—	053015103
BAP	CREDICORP LTD	1,355 (-2.0%)	$528K (+12.6%)	0.0%	$286.41	—	—	G2519Y108
EMBJ	EMBRAER S.A.	6,417 (-6.9%)	$409K (0.0%)	0.0%	$36.06	—	—	29082A107

Unchanged Positions (35)

GKOS GLAUKOS CORP 0.7%

Value $28.96M Shares 207,212 Est. Cost $57.12 Unrealized —

ELV ELEVANCE HEALTH INC FORMERLY 0.6%

Value $25.14M Shares 65,000 Est. Cost $293.43 Unrealized —

IBN ICICI BANK LIMITED 1.3%

Value $55.19M Shares 1,901,201 Est. Cost $13.56 Unrealized —

PODD INSULET CORP 0.4%

Value $15.21M Shares 99,908 Est. Cost $180.51 Unrealized —

ISRG INTUITIVE SURGICAL INC 0.8%

Value $31.14M Shares 78,311 Est. Cost $266.18 Unrealized —

EW EDWARDS LIFESCIENCES CORP 1.0%

Value $41.67M Shares 460,657 Est. Cost $77.44 Unrealized —

NBIX NEUROCRINE BIOSCIENCES INC 0.5%

Value $21.07M Shares 125,000 Est. Cost $131.81 Unrealized —

ALKS ALKERMES PLC 0.3%

Value $13.1M Shares 250,000 Est. Cost $28.75 Unrealized —

NVCR NOVOCURE LTD 0.4%

Value $14.72M Shares 971,784 Est. Cost $28.54 Unrealized —

PRVA PRIVIA HEALTH GROUP INC 0.4%

Value $15.7M Shares 610,000 Est. Cost $25.52 Unrealized —

WAT WATERS CORP 0.3%

Value $13.62M Shares 36,321 Est. Cost $317.18 Unrealized —

PTC PTC INC 0.2%

Value $9.51M Shares 83,711 Est. Cost $158.58 Unrealized —

LENZ LENZ THERAPEUTICS INC 0.1%

Value $3.976M Shares 700,000 Est. Cost $25.31 Unrealized —

VRTX VERTEX PHARMACEUTICALS INC 0.6%

Value $22.88M Shares 46,057 Est. Cost $177.96 Unrealized —

DXCM DEX INC 0.8%

Value $32.6M Shares 484,000 Est. Cost $85.17 Unrealized —

MDT MEDTRONIC PLC 0.5%

Value $19.95M Shares 255,000 Est. Cost $71.45 Unrealized —

SRPT SAREPTA THERAPEUTICS INC 0.2%

Value $8.811M Shares 490,329 Est. Cost $77.44 Unrealized —

SNPS SYNOPSYS INC 0.4%

Value $16.62M Shares 37,250 Est. Cost $456.59 Unrealized —

IONS IONIS PHARMACEUTICALS INC 0.7%

Value $29.02M Shares 366,000 Est. Cost $43.88 Unrealized —

BJ BJS WHSL CLUB HLDGS INC 0.2%

Value $8.973M Shares 102,879 Est. Cost $91.95 Unrealized —

PRCT PROCEPT BIOROBOTICS CORP 0.2%

Value $8.468M Shares 375,000 Est. Cost $38.16 Unrealized —

PEN PENUMBRA INC 0.5%

Value $22.73M Shares 72,000 Est. Cost $237.41 Unrealized —

RYAN RYAN SPECIALTY HOLDINGS INC 0.2%

Value $8.592M Shares 227,542 Est. Cost $50.39 Unrealized —

IOVA IOVANCE BIOTHERAPEUTICS INC 0.1%

Value $5.242M Shares 1,260,000 Est. Cost $12.07 Unrealized —

CHRS COHERUS ONCOLOGY INC 0.1%

Value $2.7M Shares 1,928,464 Est. Cost $11.94 Unrealized —

MSCI MSCI INC 0.3%

Value $13.52M Shares 24,132 Est. Cost $502.93 Unrealized —

KPTI KARYOPHARM THERAPEUTICS INC 0.0%

Value $977K Shares 100,000 Est. Cost $8.54 Unrealized —

ALGN ALIGN TECHNOLOGY INC 0.3%

Value $14.07M Shares 83,428 Est. Cost $381.14 Unrealized —

BMRN BIOMARIN PHARMACEUTICAL INC 0.4%

Value $15.33M Shares 267,851 Est. Cost $82.97 Unrealized —

FERG FERGUSON ENTERPRISES INC 0.3%

Value $12.48M Shares 52,568 Est. Cost $211.70 Unrealized —

YMM FULL TRUCK ALLIANCE CO LTD 0.2%

Value $9.366M Shares 1,153,400 Est. Cost $12.97 Unrealized —

ZLAB ZAI LAB LTD 0.2%

Value $9.69M Shares 510,000 Est. Cost $19.06 Unrealized —

IRTC IRHYTHM HOLDINGS INC 0.2%

Value $9.516M Shares 80,000 Est. Cost $227.91 Unrealized —

OM OUTSET MED INC 0.0%

Value $288K Shares 66,666 Est. Cost $11.92 Unrealized —

PCVX VAXCYTE INC 0.3%

Value $11.34M Shares 195,000 Est. Cost $55.76 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GKOS	GLAUKOS CORP	207,212	$28.96M	0.7%	$57.12	—	—	377322102
ELV	ELEVANCE HEALTH INC FORMERLY	65,000	$25.14M	0.6%	$293.43	—	—	036752103
IBN	ICICI BANK LIMITED	1,901,201	$55.19M	1.3%	$13.56	—	—	45104G104
PODD	INSULET CORP	99,908	$15.21M	0.4%	$180.51	—	—	45784P101
ISRG	INTUITIVE SURGICAL INC	78,311	$31.14M	0.8%	$266.18	—	—	46120E602
EW	EDWARDS LIFESCIENCES CORP	460,657	$41.67M	1.0%	$77.44	—	—	28176E108
NBIX	NEUROCRINE BIOSCIENCES INC	125,000	$21.07M	0.5%	$131.81	—	—	64125C109
ALKS	ALKERMES PLC	250,000	$13.1M	0.3%	$28.75	—	—	G01767105
NVCR	NOVOCURE LTD	971,784	$14.72M	0.4%	$28.54	—	—	G6674U108
PRVA	PRIVIA HEALTH GROUP INC	610,000	$15.7M	0.4%	$25.52	—	—	74276R102
WAT	WATERS CORP	36,321	$13.62M	0.3%	$317.18	—	—	941848103
PTC	PTC INC	83,711	$9.51M	0.2%	$158.58	—	—	69370C100
LENZ	LENZ THERAPEUTICS INC	700,000	$3.976M	0.1%	$25.31	—	—	52635N103
VRTX	VERTEX PHARMACEUTICALS INC	46,057	$22.88M	0.6%	$177.96	—	—	92532F100
DXCM	DEX INC	484,000	$32.6M	0.8%	$85.17	—	—	252131107
MDT	MEDTRONIC PLC	255,000	$19.95M	0.5%	$71.45	—	—	G5960L103
SRPT	SAREPTA THERAPEUTICS INC	490,329	$8.811M	0.2%	$77.44	—	—	803607100
SNPS	SYNOPSYS INC	37,250	$16.62M	0.4%	$456.59	—	—	871607107
IONS	IONIS PHARMACEUTICALS INC	366,000	$29.02M	0.7%	$43.88	—	—	462222100
BJ	BJS WHSL CLUB HLDGS INC	102,879	$8.973M	0.2%	$91.95	—	—	05550J101
PRCT	PROCEPT BIOROBOTICS CORP	375,000	$8.468M	0.2%	$38.16	—	—	74276L105
PEN	PENUMBRA INC	72,000	$22.73M	0.5%	$237.41	—	—	70975L107
RYAN	RYAN SPECIALTY HOLDINGS INC	227,542	$8.592M	0.2%	$50.39	—	—	78351F107
IOVA	IOVANCE BIOTHERAPEUTICS INC	1,260,000	$5.242M	0.1%	$12.07	—	—	462260100
CHRS	COHERUS ONCOLOGY INC	1,928,464	$2.7M	0.1%	$11.94	—	—	19249H103
MSCI	MSCI INC	24,132	$13.52M	0.3%	$502.93	—	—	55354G100
KPTI	KARYOPHARM THERAPEUTICS INC	100,000	$977K	0.0%	$8.54	—	—	48576U205
ALGN	ALIGN TECHNOLOGY INC	83,428	$14.07M	0.3%	$381.14	—	—	016255101
BMRN	BIOMARIN PHARMACEUTICAL INC	267,851	$15.33M	0.4%	$82.97	—	—	09061G101
FERG	FERGUSON ENTERPRISES INC	52,568	$12.48M	0.3%	$211.70	—	—	31488V107
YMM	FULL TRUCK ALLIANCE CO LTD	1,153,400	$9.366M	0.2%	$12.97	—	—	35969L108
ZLAB	ZAI LAB LTD	510,000	$9.69M	0.2%	$19.06	—	—	98887Q104
IRTC	IRHYTHM HOLDINGS INC	80,000	$9.516M	0.2%	$227.91	—	—	450056106
OM	OUTSET MED INC	66,666	$288K	0.0%	$11.92	—	—	690145206
PCVX	VAXCYTE INC	195,000	$11.34M	0.3%	$55.76	—	—	92243G108