2021-Q4

Company	Shares change	Shares owned end of quarter	Transaction type	Price range
Acadia Healthcare Company, Inc. US00404A1097	-12K	2.1M	SELL	$47.20 – $57.50
AdaptHealth Corp. US00653Q1022	-124K	3.9M	SELL
Amazon.com, Inc. US0231351067	+1.5M	5.6M	BUY	$137.39 – $162.83
American International Group, Inc. US0268747849	+163K	2.9M	BUY	$45.87 – $52.94
Ameriprise Financial, Inc. US03076C1062	+53K	1.5M	BUY	$226.00 – $272.00
Assurant, Inc. US04621X1081	-94K	1.7M	SELL
Avantor, Inc. US05352A1007	+1.7M	8.8M	BUY	$31.60 – $36.40
BioMarin Pharmaceutical Inc. US09061G1013	+1.4M	2.9M	BUY	$62.06 – $81.40
Booking Holdings Inc. US09857L1089	-6.1K	128K	SELL	$1.83K – $2.29K
Boston Scientific Corporation US1011371077	+12M	19M	BUY	$33.92 – $38.64
Bristol-Myers Squibb Company US1101221083	-5.2M	1.8M	SELL	$47.38 – $54.97
Catalent, Inc. US1488061029	-24K	1.1M	SELL	$106.00 – $119.00
Celldex Therapeutics, Inc. US15117B2025	-4.4K	758K	SELL	$31.30 – $48.70
Centene Corporation US15135B1017	-1.3M	8.6M	SELL	$52.50 – $75.00
Charles River Laboratories International, Inc. US1598641074	+213K	390K	BUY	$310.00 – $386.00
Comcast Corporation US20030N1019	+4M	14M	BUY	$42.38 – $49.99
Coupa Software Incorporated US22266L1061	+250K	4.2M	BUY
Day One Biopharmaceuticals, Inc. US23954D1090	-54K	1.2M	SELL
Deere & Company US2441991054	+215K	933K	BUY	$283.80 – $328.70
Meta Platforms, Inc. US30303M1027	+181K	1.9M	BUY	$269.50 – $307.45
FLEETCOR Technologies, Inc. US3390411052	-1.5M	983K	SELL	$178.00 – $242.00
Fortive Corporation US34959J1088	-3.1M	11M	SELL	$45.29 – $52.95
General Electric Company US3696043013	+1.1M	18M	BUY	$79.32 – $96.30
Guardant Health, Inc. US40131M1099	+179K	5.1M	BUY	$78.24 – $107.10
Humana Inc. US4448591028	-344K	2.7M	SELL	$332.10 – $413.20
Insulet Corporation US45784P1012	-335K	678K	SELL	$224.30 – $280.20
Intellia Therapeutics, Inc. US45826J1051	+300K	1.6M	BUY	$89.12 – $119.05
International Flavors & Fragrances Inc. US4595061015	+2.6K	511K	BUY	$117.15 – $135.25
JD.com, Inc. US47215P1066	-3.5M	3.8M	SELL	$57.40 – $81.20
Li Auto Inc. US50202M1027	+3M	4.5M	BUY	$22.00 – $32.40
Lithia Motors, Inc. US5367971034	-12K	791K	SELL	$246.00 – $294.00
Marsh & McLennan Companies, Inc. US5717481023	+105K	1.3M	BUY	$130.00 – $153.00
Match Group, Inc. US57667L1070	+535K	1.9M	BUY	$106.18 – $150.46
McDonald's Corporation US5801351017	-2M	958K	SELL	$203.60 – $238.20
Microsoft Corporation US5949181045	-709K	2.9M	SELL	$244.25 – $304.33
Molina Healthcare, Inc. US60855R1005	-488K	448K	SELL	$226.20 – $283.00
Olaplex Holdings, Inc. US6793691089	-1.4M	1.6M	SELL
PVH Corp. US6936561009	-393K	769K	SELL	$83.52 – $108.35
Palo Alto Networks, Inc. US6974351057	-5.3M	2.4M	SELL	$68.23 – $84.25
Parker-Hannifin Corporation US7010941042	-44K	3.1M	SELL	$246.60 – $294.30
Peloton Interactive, Inc. US70614W1009	-2.5M	4M	SELL	$30.35 – $83.35
Sea Limited US81141R1005	-823K	440K	SELL	$180.00 – $318.00
Sema4 Holdings Corp. US81663L1017	-1.8M	1.2M	SELL
ServiceNow, Inc. US81762P1021	-335K	224K	SELL	$526.80 – $608.40
Block, Inc. US8522341036	-200K	455K	SELL	$139.94 – $227.75
Sunrun Inc. US86771W1053	-5M	3.8M	SELL	$28.14 – $50.90
T-Mobile US, Inc. US8725901040	+2.9M	13M	BUY	$95.70 – $110.00
Tenet Healthcare Corporation US88033G4073	-143K	3.2M	SELL	$52.38 – $70.90
Tesla, Inc. US88160R1014	-630K	521K	SELL	$221.03 – $355.40
Thermo Fisher Scientific Inc. US8835561023	+29K	211K	BUY	$486.60 – $588.80
Uber Technologies, Inc. US90353T1007	+4.2M	11M	BUY	$31.28 – $42.00
Visa Inc. US92826C8394	+1.3M	4M	BUY	$169.20 – $201.35
Western Digital Corporation US9581021055	-2.2M	1.7M	SELL	$34.53 – $44.23
Workday, Inc. US98138H1014	+1M	1.8M	BUY	$213.10 – $269.30
XPeng Inc. US98422D1054	-2.7M	1.5M	SELL
Zai Lab Limited US98887Q1040	+87K	3M	BUY	$47.60 – $90.50
Zillow Group, Inc. Class C US98954M2008	-3.4M	1.3M	SELL	$47.02 – $88.20
Zimmer Biomet Holdings, Inc. US98956P1021	-940K	2.6M	SELL	$102.67 – $125.97
ZoomInfo Technologies Inc. US98980F1049	-1.2M	2.7M	SELL
HDFC Bank Limited US40415F1012	+6.3M	9.7M	BUY	$27.00 – $33.25