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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBOTT LABS COM 002824100 5,816 73,698 SH   SOLE   73,698 0 0
ABBVIE INC COM 00287Y109 6,381 83,750 SH   SOLE   83,750 0 0
ACADIA PHARMACEUTCLS COM 004225108 10,032 237,450 SH   SOLE   32,850 0 204,600
AERIE PHARMACEUTIC COM 00771V108 6,097 451,631 SH   SOLE   68,040 0 383,591
ALNYLAM PHARMACUETCL COM 02043Q107 8,469 77,800 SH   SOLE   12,900 0 64,900
AMGEN INC COM 031162100 2,920 14,403 SH   SOLE   14,403 0 0
AMICUS THERAPEUTICS COM 03152W109 14,396 1,557,961 SH   SOLE   359,704 0 1,198,257
APELLIS PHARMACEUTIC COM 03753U106 10,151 378,923 SH   SOLE   97,260 0 281,663
APREA THERAPEUTICS COM 03836J102 51,109 1,470,340 SH   SOLE   1,470,340 0 0
ARCUS BIOSCIENCES COM 03969F109 3,626 261,213 SH   SOLE   40,866 0 220,347
ASSEMBLY BIOSCIENCES COM 045396108 9,039 609,494 SH   SOLE   181,093 0 428,401
ASTRAZENECA SPONSORED ADR 046353108 7,405 165,800 SH   SOLE   165,800 0 0
ATRICURE INC COM 04963C209 8,619 256,606 SH   SOLE   58,112 0 198,494
BIOMARIN PHARMAC INC COM 09061G101 15,549 184,011 SH   SOLE   74,511 0 109,500
BIOGEN INC COM 09062X103 11,387 35,992 SH   SOLE   35,992 0 0
BOSTON SCIENTIFIC COM 101137107 15,478 474,334 SH   SOLE   101,726 0 372,608
BRISTOL MYERS SQUIBB COM 110122108 10,701 191,974 SH   SOLE   191,974 0 0
CIGNA CORP COM 125523100 6,911 39,007 SH   SOLE   39,007 0 0
CARDIOVASCULAR SYS COM 141619106 5,705 162,032 SH   SOLE   38,050 0 123,982
CHANGE HEALTHCARE IN COM 15912K100 6,462 646,895 SH   SOLE   146,895 0 500,000
COLLEGIUM PHARMACEUT COM 19459J104 7,259 444,521 SH   SOLE   154,570 0 289,951
DECIPHERA PHARMACEUT COM 24344T101 8,401 204,059 SH   SOLE   79,051 0 125,008
DR REDDYS LABS LTD ADR 256135203 297 7,354 SH   SOLE   7,354 0 0
EVOLENT HEALTH INC COM 30050B101 7,307 1,345,672 SH   SOLE   508,530 0 837,142
EXELIXIS INC COM 30161Q104 12,193 708,090 SH   SOLE   173,590 0 534,500
FIBROGEN INC COM 31572Q808 11,659 335,506 SH   SOLE   99,546 0 235,960
GILEAD SCIENCES INC COM 375558103 4,758 63,650 SH   SOLE   63,650 0 0
GLOBAL BLOOD THERA COM 37890U108 9,058 177,294 SH   SOLE   26,541 0 150,753
GUARDANT HEALTH INC COM 40131M109 644 9,250 SH   SOLE   9,250 0 0
HMS HOLDINGS CORP COM 40425J101 8,091 320,175 SH   SOLE   72,375 0 247,800
HILL-ROM HLDS INC COM 431475102 11,780 117,099 SH   SOLE   25,200 0 91,899
HOMOLOGY MEDICINES COM 438083107 595 38,281 SH   SOLE   38,281 0 0
IRHYTHM TECHNOLOGIES COM 450056106 7,340 90,225 SH   SOLE   20,325 0 69,900
ILLUMINA INC COM 452327109 2,439 8,930 SH   SOLE   8,930 0 0
IMMUNOMEDICS INC COM 452907108 10,273 762,123 SH   SOLE   210,204 0 551,919
INCYTE CORPORATION COM 45337C102 1,245 17,000 SH   SOLE   17,000 0 0
INSPIRE MED SYS INC COM 457730109 6,806 112,900 SH   SOLE   13,900 0 99,000
LILLY ELI & CO COM 532457108 4,899 35,315 SH   SOLE   35,315 0 0
MERCK & CO INC COM 58933Y105 7,879 102,400 SH   SOLE   102,400 0 0
MIRATI THERAPEUTICS COM 60468T105 5,696 74,100 SH   SOLE   13,900 0 60,200
MODERNA INC COM 60770K107 659 22,000 SH   SOLE   22,000 0 0
MOLECULAR TEMPLATES COM 608550109 4,845 364,585 SH   SOLE   65,000 0 299,585
NEXTCURE INC COM 65343E108 3,675 99,149 SH   SOLE   18,576 0 80,573
PRA HEALTH SCIENCE COM 69354M108 5,806 69,915 SH   SOLE   23,115 0 46,800
PPD INC COM 69355F102 7,967 447,333 SH   SOLE   155,157 0 292,176
PTC THERAPEUTICS I COM 69366J200 13,331 298,844 SH   SOLE   24,425 0 274,419
PFIZER INC COM 717081103 1,142 35,000 SH   SOLE   35,000 0 0
R1 RCM INC COM 749397105 8,395 923,573 SH   SOLE   190,273 0 733,300
REATA PHARMACEUTIC COM 75615P103 10,682 74,009 SH   SOLE   22,088 0 51,921
REGENERON PHARMCTCLS COM 75886F107 3,794 7,770 SH   SOLE   7,770 0 0
SAREPTA THERAPEUTICS COM 803607100 12,400 126,759 SH   SOLE   23,760 0 102,999
SEATTLE GENETICS INC COM 812578102 12,346 107,000 SH   SOLE   12,000 0 95,000
SILK ROAD MEDICAL COM 82710M100 6,907 219,400 SH   SOLE   52,000 0 167,400
TABULA RASA HEALTH COM 873379101 9,211 176,156 SH   SOLE   35,656 0 140,500
TANDEM DIABETES CARE COM 875372203 12,565 195,264 SH   SOLE   22,964 0 172,300
TELADOC HEALTH COM 87918A105 27,262 175,875 SH   SOLE   30,598 0 145,277
TELEFLEX INC COM 879369106 6,837 23,347 SH   SOLE   4,590 0 18,757
TURNING POINT THERAP COM 90041T108 5,261 117,800 SH   SOLE   14,150 0 103,650
UNITEDHEALTH GRP INC COM 91324P102 4,854 19,464 SH   SOLE   19,464 0 0
VERTEX PHARMACEUTICL COM 92532F100 3,848 16,171 SH   SOLE   16,171 0 0
VOCERA COMMUNICATI COM 92857F107 1,442 67,896 SH   SOLE   67,896 0 0
MEDTRONIC PLC SHS G5960L103 3,765 41,751 SH   SOLE   41,751 0 0
MEIRAGTX HLDINGS PLC COM G59665102 867 64,534 SH   SOLE   64,534 0 0
CRISPR THERAPEUTICS COM H17182108 456 10,750 SH   SOLE   10,750 0 0
UNIQURE N.V. SHS N90064101 7,753 163,400 SH   SOLE   29,500 0 133,900