The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
4D MOLECULAR THERAPEUTICS IN COM 35104E100   7,913,052 437,911 SH   SOLE   437,911 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109   8,151,711 1,214,860 SH   SOLE   1,214,860 0 0
AGIOS PHARMACEUTICALS INC COM 00847X104   7,579,282 267,630 SH   SOLE   267,630 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   25,975,435 136,756 SH   SOLE   136,756 0 0
AMERICAN WELL CORP CL A 03044L105   2,929,582 1,395,039 SH   SOLE   1,395,039 0 0
ARGENX SE SPONSORED ADR 04016X101   25,098,612 64,400 SH   SOLE   64,400 0 0
CANO HEALTH INC COM CL A 13781Y103   5,964,352 4,290,901 SH   SOLE   4,290,901 0 0
CAREMAX INC COM CL A 14171W103   2,222,888 714,755 SH   SOLE   714,755 0 0
CATALENT INC COM 148806102   19,929,167 459,621 SH   SOLE   459,621 0 0
DANAHER CORPORATION COM 235851102   41,300,400 172,085 SH   SOLE   172,085 0 0
DEXCOM INC COM 252131107   20,870,024 162,400 SH   SOLE   162,400 0 0
FUSION PHARMACEUTICALS INC COM 36118A100   3,177,328 680,370 SH   SOLE   680,370 0 0
GUARDANT HEALTH INC COM 40131M109   15,936,764 445,161 SH   SOLE   445,161 0 0
ICON PLC SHS G4705A100   46,587,240 186,200 SH   SOLE   186,200 0 0
ILLUMINA INC COM 452327109   30,992,097 165,300 SH   SOLE   165,300 0 0
INSPIRE MED SYS INC COM 457730109   23,647,752 72,843 SH   SOLE   72,843 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   29,847,943 87,290 SH   SOLE   87,290 0 0
IQVIA HLDGS INC COM 46266C105   49,335,891 219,495 SH   SOLE   219,495 0 0
LANTHEUS HLDGS INC COM 516544103   21,248,544 253,200 SH   SOLE   253,200 0 0
NATERA INC COM 632307104   28,986,470 595,694 SH   SOLE   595,694 0 0
OUTSET MED INC COM 690145107   26,252,420 1,200,385 SH   SOLE   1,200,385 0 0
POINT BIOPHARMA GLOBAL INC COM 730541109   2,773,647 306,142 SH   SOLE   306,142 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105   11,920,656 337,218 SH   SOLE   337,218 0 0
SAREPTA THERAPEUTICS INC COM 803607100   11,147,377 97,340 SH   SOLE   97,340 0 0
TANDEM DIABETES CARE INC COM NEW 875372203   7,860,776 320,325 SH   SOLE   320,325 0 0
TRANSMEDICS GROUP INC COM 89377M109   19,486,047 232,032 SH   SOLE   232,032 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   37,712,489 170,838 SH   SOLE   170,838 0 0