2023-Q3

Company	Shares change	Shares owned end of quarter	Transaction type	Price range
Acadia Healthcare Company, Inc. US00404A1097	-986K	2.3M	SELL	$64.00 – $73.00
Amazon.com, Inc. US0231351067	+4.3M	8.7M	BUY	$115.25 – $135.89
Ameriprise Financial, Inc. US03076C1062	+610K	1.7M	BUY	$300.30 – $326.60
BioMarin Pharmaceutical Inc. US09061G1013	+59K	4.2M	BUY	$75.26 – $87.28
Boston Scientific Corporation US1011371077	-27K	1.1M	SELL	$45.83 – $50.86
BridgeBio Pharma, Inc. US10806X1028	-1.5M	25M	SELL	$15.30 – $31.54
CBRE Group, Inc. US12504L1098	-2.1M	2.5M	SELL	$69.00 – $80.00
CSX Corporation US1264081035	-2.2M	11M	SELL	$27.51 – $31.37
Cadence Design Systems, Inc. US1273871087	-97K	1.7M	SELL	$201.40 – $227.80
Colgate-Palmolive Company US1941621039	+186K	1.4M	BUY	$67.25 – $70.95
Coupang, Inc. US22266T1097	-11M	4.4M	SELL	$15.13 – $17.70
Danaher Corporation US2358511028	-162K	4.6M	SELL	$187.68 – $218.00
Datadog, Inc. US23804L1035	-211K	669K	SELL	$77.21 – $106.06
Dollar General Corporation US2566771059	+57K	368K	BUY	$99.10 – $156.60
DoorDash, Inc. US25809K1051	+2.7M	5.4M	BUY	$70.00 – $83.50
Dover Corporation US2600031080	+471K	537K	BUY	$127.80 – $137.60
Edgewise Therapeutics, Inc. US28036F1057	+216K	6.2M	BUY
EPAM Systems, Inc. US29414B1044	+154K	918K	BUY	$206.30 – $251.90
Meta Platforms, Inc. US30303M1027	+462K	3.1M	BUY	$260.85 – $294.20
Five9, Inc. US3383071012	+1.4M	3.6M	BUY	$59.52 – $79.22
Fortinet, Inc. US34959E1091	-639K	7.1M	SELL	$52.09 – $71.37
Fortive Corporation US34959J1088	-2M	11M	SELL	$49.45 – $54.95
Arthur J. Gallagher & Co. US3635761097	+135K	958K	BUY	$190.00 – $220.00
General Electric Company US3696043013	+859K	8M	BUY	$97.60 – $109.00
Inhibrx Biosciences, Inc. US45720L1070	+512K	7.2M	BUY	$14.20 – $23.80
International Flavors & Fragrances Inc. US4595061015	-1.5M	2.1M	SELL	$57.50 – $79.10
Intuitive Surgical, Inc. US46120E6023	-1.3M	641K	SELL	$259.95 – $315.75
KBR, Inc. US48242W1062	+352K	1.6M	BUY	$54.00 – $61.00
KE Holdings Inc. US4824971042	-3.5M	4.6M	SELL	$12.70 – $16.60
Lululemon Athletica Inc. US5500211090	-413K	777K	SELL	$331.30 – $376.25
Mastercard Incorporated US57636Q1040	-720K	292K	SELL	$353.60 – $390.20
McKesson Corporation US58155Q1031	+934K	1.5M	BUY	$362.00 – $421.00
MetLife, Inc. US59156R1086	+1.6M	2.9M	BUY	$51.92 – $62.22
Microsoft Corporation US5949181045	+1.8M	3M	BUY	$290.83 – $319.45
PPG Industries, Inc. US6935061076	+3.1M	4M	BUY	$120.00 – $136.00
Philip Morris International Inc. US7181721090	-3.1M	6M	SELL	$85.65 – $91.70
The Progressive Corporation US7433151039	+749K	1.1M	BUY	$101.60 – $134.40
Block, Inc. US8522341036	+10M	12M	BUY	$41.15 – $73.11
Synopsys, Inc. US8716071076	-2.5K	308K	SELL	$388.20 – $437.00
Tenet Healthcare Corporation US88033G4073	+662K	1M	BUY	$62.50 – $75.00
Thermo Fisher Scientific Inc. US8835561023	+66K	900K	BUY	$465.50 – $517.00
United Parcel Service, Inc. US9113121068	+5.8M	6.7M	BUY	$144.04 – $171.12
UnitedHealth Group Incorporated US91324P1021	+64K	1.9M	BUY	$399.25 – $481.75
Unum Group US91529Y1064	-493K	4.8M	SELL	$41.80 – $46.85
Valvoline Inc. US92047W1018	+1.2M	8.9M	BUY	$29.80 – $35.60
Verastem, Inc. US92337C2035	+570K	2.5M	BUY	$7.75 – $9.60
Viking Therapeutics, Inc. US92686J1060	+1M	4.6M	BUY	$10.33 – $14.73
Visa Inc. US92826C8394	-169K	7M	SELL	$212.90 – $232.35
Workday, Inc. US98138H1014	+2.2M	5.2M	BUY	$196.54 – $235.35
Zai Lab Limited US98887Q1040	-138K	2.5M	SELL	$21.60 – $29.20
ZoomInfo Technologies Inc. US98980F1049	+2.5M	3.8M	BUY	$14.70 – $25.60
HDFC Bank Limited US40415F1012	+1.6M	20M	BUY	$27.50 – $32.25