2022-Q2

Company	Shares change	Shares owned end of quarter	Transaction type	Price range
APi Group Corporation US00187Y1001	+257K	50M	BUY
Acadia Healthcare Company, Inc. US00404A1097	+1.3M	3.5M	BUY	$59.00 – $70.09
Amazon.com, Inc. US0231351067	-352K	8.1M	SELL	$5.73 – $153.58
American International Group, Inc. US0268747849	+7.2M	10M	BUY	$47.27 – $60.72
Ameriprise Financial, Inc. US03076C1062	+261K	1.2M	BUY	$224.20 – $277.78
Elevance Health Inc. US0367521038	+1.3M	1.5M	BUY	$423.73 – $492.84
Avantor, Inc. US05352A1007	+2.7M	6.2M	BUY	$27.53 – $31.22
Avis Budget Group, Inc. US0537741052	-4M	279K	SELL	$141.60 – $294.94
BioMarin Pharmaceutical Inc. US09061G1013	+1.3M	5.1M	BUY	$68.39 – $82.53
The Boeing Company US0970231058	+1.1M	1.4M	BUY	$110.82 – $174.38
Booking Holdings Inc. US09857L1089	+35K	89K	BUY	$1.68K – $2.22K
Boston Scientific Corporation US1011371077	+1.8M	15M	BUY	$33.72 – $43.49
CME Group Inc. US12572Q1058	-1.8M	509K	SELL	$178.80 – $225.70
Catalent, Inc. US1488061029	+68K	2M	BUY	$87.01 – $103.74
Celldex Therapeutics, Inc. US15117B2025	+491K	2.3M	BUY	$19.61 – $34.22
Centene Corporation US15135B1017	+488K	8.3M	BUY	$72.41 – $82.19
Charles River Laboratories International, Inc. US1598641074	+32K	553K	BUY	$194.67 – $279.05
Coupa Software Incorporated US22266L1061	-2.8M	1.4M	SELL
Day One Biopharmaceuticals, Inc. US23954D1090	+700K	1.9M	BUY
The Walt Disney Company US2546871060	-2.5M	1.7M	SELL	$88.40 – $126.41
Dollar General Corporation US2566771059	+722K	1.1M	BUY	$177.37 – $239.19
Meta Platforms, Inc. US30303M1027	+1.7M	2.9M	BUY	$148.13 – $213.40
Fortive Corporation US34959J1088	-311K	16M	SELL	$38.49 – $45.00
General Electric Company US3696043013	-4.1M	8.8M	SELL	$47.27 – $85.10
Guardant Health, Inc. US40131M1099	-1.3M	4.5M	SELL	$27.31 – $70.00
Inspire Medical Systems, Inc. US4577301090	+284K	595K	BUY	$139.72 – $239.50
Insulet Corporation US45784P1012	-44K	503K	SELL	$176.63 – $252.27
Intellia Therapeutics, Inc. US45826J1051	-240K	2.2M	SELL	$36.83 – $69.77
International Flavors & Fragrances Inc. US4595061015	+1.3M	5.1M	BUY	$103.29 – $127.26
KE Holdings Inc. US4824971042	-3M	10M	SELL	$10.40 – $17.88
Las Vegas Sands Corp. US5178341070	-1.9M	965K	SELL	$28.89 – $36.23
LianBio US53000N1081	+2.1M	3.6M	BUY
Marsh & McLennan Companies, Inc. US5717481023	+578K	2.8M	BUY	$137.75 – $164.14
Mastercard Incorporated US57636Q1040	+509K	2.3M	BUY	$296.29 – $361.31
McKesson Corporation US58155Q1031	+117K	1.6M	BUY	$277.50 – $316.06
Microsoft Corporation US5949181045	-356K	3M	SELL	$232.88 – $287.38
Micron Technology, Inc. US5951121038	-1.3M	1.5M	SELL	$52.89 – $70.66
Molina Healthcare, Inc. US60855R1005	+58K	475K	BUY	$240.08 – $320.90
Parker-Hannifin Corporation US7010941042	-95K	3.1M	SELL	$225.41 – $275.93
PROCEPT BioRobotics Corporation US74276L1052	-2.1M	1.5M	SELL
The Progressive Corporation US7433151039	-136K	902K	SELL	$100.16 – $113.67
Rivian Automotive, Inc. US76954A1034	-1.6M	1.6M	SELL	$20.60 – $36.23
ServiceNow, Inc. US81762P1021	-143K	297K	SELL	$391.46 – $506.90
Block, Inc. US8522341036	+5.2M	5.6M	BUY	$55.30 – $131.98
T-Mobile US, Inc. US8725901040	-4.2M	9.2M	SELL	$115.29 – $130.25
Take-Two Interactive Software, Inc. US8740541094	+1.4M	2M	BUY	$98.15 – $140.54
Thermo Fisher Scientific Inc. US8835561023	+378K	863K	BUY	$477.68 – $567.20
Uber Technologies, Inc. US90353T1007	+6.1M	17M	BUY	$19.68 – $33.48
Unum Group US91529Y1064	+3.2M	4.3M	BUY	$27.95 – $34.83
Visa Inc. US92826C8394	-42K	2.6M	SELL	$181.20 – $210.45
Western Digital Corporation US9581021055	+867K	2.6M	BUY	$32.32 – $45.12
Workday, Inc. US98138H1014	-1.2M	1.1M	SELL	$129.83 – $219.05
Zai Lab Limited US98887Q1040	+166K	3.3M	BUY	$22.25 – $44.00
HDFC Bank Limited US40415F1012	+4.2M	18M	BUY	$24.01 – $30.75