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   3,960,004 219,148 SH   SOLE   219,148 0 0
89BIO INC COM 282559103   4,292,175 226,500 SH   SOLE   226,500 0 0
AADI BIOSCIENCE INC COM 00032Q104   2,279,273 333,227 SH   SOLE   333,227 0 0
ACADIA PHARMACEUTICALS INC COM 004225108   1,580,700 66,000 SH   SOLE   66,000 0 0
ACLARIS THERAPEUTICS INC COM 00461U105   1,565,870 151,000 SH   SOLE   151,000 0 0
ADVERUM BIOTECHNOLOGIES INC COM 00773U108   508,800 320,000 SH   SOLE   320,000 0 0
ALKERMES PLC SHS G01767105   6,084,720 194,400 SH   SOLE   194,400 0 0
ALPINE IMMUNE SCIENCES INC COM 02083G100   905,390 88,073 SH   SOLE   88,073 0 0
AMYLYX PHARMACEUTICALS INC COM 03237H101   2,588,400 120,000 SH   SOLE   120,000 0 0
ANGIODYNAMICS INC COM 03475V101   8,015,455 768,500 SH   SOLE   768,500 0 0
ANNEXON INC COM 03589W102   2,183,808 620,400 SH   SOLE   620,400 0 0
ARCELLX INC COMMON STOCK 03940C100   31,683,208 1,001,999 SH   SOLE   1,001,999 0 0
AVADEL PHARMACEUTICALS PLC SPONSORED ADR 05337M104   5,059,360 307,000 SH   SOLE   307,000 0 0
AVITA MEDICAL INC COM 05380C102   1,275,750 75,000 SH   SOLE   75,000 0 0
AXOGEN INC COM 05463X106   16,342,682 1,789,998 SH   SOLE   1,789,998 0 0
AXSOME THERAPEUTICS INC COM 05464T104   1,789,314 24,900 SH   SOLE   24,900 0 0
BAUSCH HEALTH COS INC COM 071734107   9,244,000 1,155,500 SH   SOLE   1,155,500 0 0
BICYCLE THERAPEUTICS PLC SPONSORED ADS 088786108   10,509,136 411,800 SH   SOLE   411,800 0 0
BIOATLA INC COM 09077B104   12,963,591 4,321,197 SH   SOLE   4,321,197 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   5,010,104 57,800 SH   SOLE   57,800 0 0
BLACK DIAMOND THERAPEUTICS I COM 09203E105   2,196,750 435,000 SH   SOLE   435,000 0 0
BRIDGEBIO PHARMA INC COM 10806X102   6,260,800 364,000 SH   SOLE   364,000 0 0
C4 THERAPEUTICS INC COM STK 12529R107   7,403,055 2,692,020 SH   SOLE   2,692,020 0 0
CELCUITY INC COM 15102K100   21,117,647 1,923,283 SH   SOLE   1,923,283 0 0
CELLDEX THERAPEUTICS INC NEW COM NEW 15117B202   461,448 13,600 SH   SOLE   13,600 0 0
CEREVEL THERAPEUTICS HLDNG I COM 15678U128   1,462,340 46,000 SH   SOLE   46,000 0 0
CHARLES RIV LABS INTL INC COM 159864107   44,046,534 209,496 SH   SOLE   209,496 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108   2,380,336 42,400 SH   SOLE   42,400 0 0
CVS HEALTH CORP COM 126650100   24,544,883 355,054 SH   SOLE   355,054 0 0
CYMABAY THERAPEUTICS INC COM 23257D103   4,084,350 373,000 SH   SOLE   373,000 0 0
DEXCOM INC COM 252131107   4,240,830 33,000 SH   SOLE   33,000 0 0
DICE THERAPEUTICS INC COM 23345J104   3,716,800 80,000 SH   SOLE   80,000 0 0
EDAP TMS S A SPONSORED ADR 268311107   50,472,327 5,474,222 SH   SOLE   5,474,222 0 0
ESSA PHARMA INC COM NEW 29668H708   11,345,654 4,202,094 SH   SOLE   4,202,094 0 0
EVOLUS INC COM 30052C107   7,393,590 1,017,000 SH   SOLE   1,017,000 0 0
EXACT SCIENCES CORP COM 30063P105   6,526,050 69,500 SH   SOLE   69,500 0 0
GALECTO INC COM 36322Q107   2,520,000 1,000,000 SH   SOLE   1,000,000 0 0
GENEDX HOLDINGS CORP COM CL A 81663L200   4,239,920 711,396 SH   SOLE   711,396 0 0
HUMANA INC COM 444859102   28,057,408 62,750 SH   SOLE   62,750 0 0
ILLUMINA INC COM 452327109   8,605,791 45,900 SH   SOLE   45,900 0 0
IMMUNIC INC COM 4525EP101   753,000 300,000 SH   SOLE   300,000 0 0
IMMUNOCORE HLDGS PLC ADS 45258D105   983,344 16,400 SH   SOLE   16,400 0 0
IMMUNOVANT INC COM 45258J102   3,293,173 173,599 SH   SOLE   173,599 0 0
INDIVIOR PLC ORD G4766E116   443,251 18,624 SH   SOLE   18,624 0 0
INHIBRX INC COM 45720L107   12,283,831 473,183 SH   SOLE   473,183 0 0
INSPIRE MED SYS INC COM 457730109   2,175,088 6,700 SH   SOLE   6,700 0 0
INSPIREMD INC COM 45779A846   3,459,101 1,378,128 SH   SOLE   1,378,128 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100   8,728,030 1,239,777 SH   SOLE   1,239,777 0 0
IRADIMED CORP COM 46266A109   36,936,152 773,694 SH   SOLE   773,694 0 0
JASPER THERAPEUTICS INC COM 471871103   10,653,093 7,775,980 SH   SOLE   7,775,980 0 0
KARUNA THERAPEUTICS INC COM 48576A100   3,066,259 14,140 SH   SOLE   14,140 0 0
KEROS THERAPEUTICS INC COM 492327101   2,844,744 70,800 SH   SOLE   70,800 0 0
KINIKSA PHARMACEUTICALS LTD COM CL A G5269C101   7,316,531 519,640 SH   SOLE   519,640 0 0
KRYSTAL BIOTECH INC COM 501147102   12,936,541 110,192 SH   SOLE   110,192 0 0
LILLY ELI & CO COM 532457108   2,016,614 4,300 SH   SOLE   4,300 0 0
LIQUIDIA CORPORATION COM NEW 53635D202   1,373,750 175,000 SH   SOLE   175,000 0 0
LYRA THERAPEUTICS INC COM 55234L105   2,434,834 592,417 SH   SOLE   592,417 0 0
MINERALYS THERAPEUTICS INC COM 603170101   1,309,730 76,817 SH   SOLE   76,817 0 0
MIRUM PHARMACEUTICALS INC COM 604749101   4,553,120 176,000 SH   SOLE   176,000 0 0
MORPHIC HLDG INC COM 61775R105   779,688 13,600 SH   SOLE   13,600 0 0
NATERA INC COM 632307104   8,213,808 168,800 SH   SOLE   168,800 0 0
NEUROPACE INC COM 641288105   11,073,301 2,466,214 SH   SOLE   2,466,214 0 0
NOVOCURE LTD ORD SHS G6674U108   10,171,650 245,100 SH   SOLE   245,100 0 0
NUVALENT INC COM 670703107   8,982,210 213,000 SH   SOLE   213,000 0 0
ORGANOGENESIS HLDGS INC COM 68621F102   38,937,169 11,728,063 SH   SOLE   11,728,063 0 0
PARAGON 28 INC COM 69913P105   177,400 10,000 SH   SOLE   10,000 0 0
PHARVARIS N V COM N69605108   5,933,366 391,900 SH   SOLE   391,900 0 0
PLIANT THERAPEUTICS INC COM 729139105   607,020 33,500 SH   SOLE   33,500 0 0
PRAXIS PRECISION MEDICINES I COM 74006W108   2,415,000 2,100,000 SH   SOLE   2,100,000 0 0
PROTAGONIST THERAPEUTICS INC COM 74366E102   1,099,276 39,800 SH   SOLE   39,800 0 0
PULMONX CORP COM 745848101   537,510 41,000 SH   SOLE   41,000 0 0
REATA PHARMACEUTICALS INC CL A 75615P103   9,945,892 97,547 SH   SOLE   97,547 0 0
RHYTHM PHARMACEUTICALS INC COM 76243J105   636,514 38,600 SH   SOLE   38,600 0 0
RIGEL PHARMACEUTICALS INC COM NEW 766559603   18,289,639 14,178,015 SH   SOLE   14,178,015 0 0
SEAGEN INC COM 81181C104   13,664,660 71,000 SH   SOLE   71,000 0 0
SERES THERAPEUTICS INC COM 81750R102   9,800,259 2,045,983 SH   SOLE   2,045,983 0 0
SI-BONE INC COM 825704109   16,893,365 626,144 SH   SOLE   626,144 0 0
SMITH & NEPHEW PLC SPDN ADR NEW 83175M205   15,778,893 489,268 SH   SOLE   489,268 0 0
SURMODICS INC COM 868873100   41,856,398 1,336,838 SH   SOLE   1,336,838 0 0
SUTRO BIOPHARMA INC COM 869367102   120,375 25,887 SH   SOLE   25,887 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105   4,449,718 212,600 SH   SOLE   212,600 0 0
TANGO THERAPEUTICS INC COM 87583X109   5,899,298 1,776,897 SH   SOLE   1,776,897 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   32,002,500 4,250,000 SH   SOLE   4,250,000 0 0
TG THERAPEUTICS INC COM 88322Q108   10,817,820 435,500 SH   SOLE   435,500 0 0
THE BEAUTY HEALTH COMPANY COM CL A 88331L108   20,772,574 2,481,789 SH   SOLE   2,481,789 0 0
THERATECHNOLOGIES INC COM 88338H100   7,845,077 9,325,511 SH   SOLE   9,325,511 0 0
TRANSMEDICS GROUP INC COM 89377M109   6,231,316 74,200 SH   SOLE   74,200 0 0
TRAVERE THERAPEUTICS INC COM 89422G107   331,776 21,600 SH   SOLE   21,600 0 0
TWIST BIOSCIENCE CORP COM 90184D100   3,273,600 160,000 SH   SOLE   160,000 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   53,583,751 242,735 SH   SOLE   242,735 0 0
VAXCYTE INC COM 92243G108   28,528,225 571,250 SH   SOLE   571,250 0 0
VENTYX BIOSCIENCES INC COM 92332V107   698,640 21,300 SH   SOLE   21,300 0 0
VERASTEM INC COM NEW 92337C203   3,871,545 520,369 SH   SOLE   520,369 0 0
VERICEL CORP COM 92346J108   2,519,031 67,049 SH   SOLE   67,049 0 0
VERONA PHARMA PLC SPONSORED ADS 925050106   458,738 21,700 SH   SOLE   21,700 0 0
VIKING THERAPEUTICS INC COM 92686J106   5,457,907 336,700 SH   SOLE   336,700 0 0
VIRIDIAN THERAPEUTICS INC COM 92790C104   808,860 34,000 SH   SOLE   34,000 0 0
XENON PHARMACEUTICALS INC COM 98420N105   2,541,000 66,000 SH   SOLE   66,000 0 0
XERIS BIOPHARMA HOLDINGS INC COM 98422E103   5,381,755 2,054,105 SH   SOLE   2,054,105 0 0
XILIO THERAPEUTICS INC COM 98422T100   594,585 226,941 SH   SOLE   226,941 0 0
Y-MABS THERAPEUTICS INC COM 984241109   1,067,266 157,182 SH   SOLE   157,182 0 0