2022-Q1

Company	Shares change	Shares owned end of quarter	Transaction type	Price range
APi Group Corporation US00187Y1001	+195K	50M	BUY
Acadia Healthcare Company, Inc. US00404A1097	+40K	2.1M	BUY	$45.00 – $61.00
Amazon.com, Inc. US0231351067	+2.9M	8.5M	BUY	$121.69 – $153.80
Ameriprise Financial, Inc. US03076C1062	-530K	923K	SELL	$240.00 – $288.00
Elevance Health Inc. US0367521038	-382K	141K	SELL	$379.10 – $450.10
Avantor, Inc. US05352A1007	-5.3M	3.5M	SELL	$29.00 – $35.60
BioMarin Pharmaceutical Inc. US09061G1013	+882K	3.8M	BUY	$68.28 – $80.98
The Boeing Company US0970231058	-1.9M	305K	SELL	$156.44 – $200.75
Booking Holdings Inc. US09857L1089	-74K	54K	SELL	$1.67K – $2.38K
Boston Scientific Corporation US1011371077	-6.1M	13M	SELL	$36.48 – $40.44
Catalent, Inc. US1488061029	+754K	1.9M	BUY	$81.00 – $110.00
Celldex Therapeutics, Inc. US15117B2025	+1.1M	1.8M	BUY	$23.88 – $34.70
Centene Corporation US15135B1017	-813K	7.8M	SELL	$67.00 – $79.00
Charles River Laboratories International, Inc. US1598641074	+132K	522K	BUY	$230.00 – $318.00
Comcast Corporation US20030N1019	-134K	14M	SELL	$40.00 – $45.26
Deere & Company US2441991054	-530K	403K	SELL	$303.80 – $399.40
Dollar General Corporation US2566771059	-3.9M	388K	SELL	$163.50 – $209.90
Meta Platforms, Inc. US30303M1027	-677K	1.2M	SELL	$171.00 – $299.95
Fortive Corporation US34959J1088	+4.7M	16M	BUY	$38.45 – $48.94
General Electric Company US3696043013	-5.2M	13M	SELL	$77.80 – $91.38
Guardant Health, Inc. US40131M1099	+738K	5.8M	BUY	$42.79 – $87.54
Insulet Corporation US45784P1012	-131K	547K	SELL	$175.55 – $241.30
Intellia Therapeutics, Inc. US45826J1051	+889K	2.5M	BUY	$52.44 – $103.10
International Flavors & Fragrances Inc. US4595061015	+3.3M	3.8M	BUY	$104.75 – $132.65
JPMorgan Chase & Co. US46625H1005	-755K	120K	SELL	$117.55 – $148.06
JD.com, Inc. US47215P1066	-2M	1.7M	SELL	$39.10 – $69.10
KE Holdings Inc. US4824971042	+11M	13M	BUY	$7.75 – $20.00
Li Auto Inc. US50202M1027	+1.5M	6M	BUY	$18.00 – $28.60
Lithia Motors, Inc. US5367971034	-474K	317K	SELL	$250.00 – $312.00
Marsh & McLennan Companies, Inc. US5717481023	+989K	2.3M	BUY	$129.00 – $155.00
Mastercard Incorporated US57636Q1040	-357K	1.8M	SELL	$295.40 – $351.55
Match Group, Inc. US57667L1070	+845K	2.7M	BUY	$76.63 – $119.34
MetLife, Inc. US59156R1086	+403K	1.4M	BUY	$55.50 – $64.54
Microsoft Corporation US5949181045	+386K	3.3M	BUY	$238.00 – $296.43
Molina Healthcare, Inc. US60855R1005	-31K	417K	SELL	$233.40 – $308.20
Nuvalent, Inc. US6707031075	-538K	1.1M	SELL
Otis Worldwide Corporation US68902V1070	-3.3M	3.5M	SELL	$64.64 – $75.54
PMV Pharmaceuticals, Inc. US69353Y1038	-714K	1.1M	SELL
PVH Corp. US6936561009	+774K	1.5M	BUY	$63.12 – $97.50
Parker-Hannifin Corporation US7010941042	+108K	3.2M	BUY	$248.50 – $288.10
PROCEPT BioRobotics Corporation US74276L1052	-1.2M	3.7M	SELL
The Progressive Corporation US7433151039	+142K	1M	BUY	$89.84 – $105.65
ServiceNow, Inc. US81762P1021	+216K	440K	BUY	$440.80 – $558.40
Block, Inc. US8522341036	-3.4K	452K	SELL	$78.87 – $146.00
T-Mobile US, Inc. US8725901040	+270K	13M	BUY	$90.00 – $115.70
Take-Two Interactive Software, Inc. US8740541094	-616K	588K	SELL	$124.85 – $161.15
Tenet Healthcare Corporation US88033G4073	-978K	2.2M	SELL	$61.38 – $83.04
Thermo Fisher Scientific Inc. US8835561023	+274K	485K	BUY	$452.10 – $567.60
Uber Technologies, Inc. US90353T1007	-148K	10M	SELL	$26.84 – $38.92
UnitedHealth Group Incorporated US91324P1021	-650K	77K	SELL	$392.98 – $467.25
Visa Inc. US92826C8394	-1.4M	2.6M	SELL	$174.12 – $208.05
Workday, Inc. US98138H1014	+502K	2.3M	BUY	$185.84 – $232.90
Zai Lab Limited US98887Q1040	+114K	3.1M	BUY	$24.80 – $54.00
Zentalis Pharmaceuticals, Inc. US98943L1070	-92K	2M	SELL
ZoomInfo Technologies Inc. US98980F1049	-62K	2.6M	SELL
HDFC Bank Limited US40415F1012	+4.4M	14M	BUY	$25.25 – $31.50