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 8,021 73,698 SH   SOLE   73,698 0 0
ABBVIE INC COM 00287Y109 7,555 86,250 SH   SOLE   86,250 0 0
ACADIA PHARMACEUTICALS INC COM 004225108 22,956 556,514 SH   SOLE   39,150 0 517,364
ACUTUS MED INC COM 005111109 15,858 532,158 SH   SOLE   60,311 0 471,847
ALEXION PHARMACEUTICALS INC COM 015351109 5,868 51,276 SH   SOLE   0 0 51,276
ALIGN TECHNOLOGY INC COM 016255101 11,883 36,300 SH   SOLE   0 0 36,300
ALLOVIR INC COM 019818103 7,639 277,795 SH   SOLE   15,746 0 262,049
AMEDISYS INC COM 023436108 3,742 15,825 SH   SOLE   0 0 15,825
AMERICAN WELL CORP CL A 03044L105 17,937 605,150 SH   SOLE   123,455 0 481,695
AMGEN INC COM 031162100 6,190 24,353 SH   SOLE   24,353 0 0
AMICUS THERAPEUTICS INC COM 03152W109 30,409 2,153,633 SH   SOLE   175,054 0 1,978,579
APREA THERAPEUTICS INC COM 03836J102 22,031 915,681 SH   SOLE   915,681 0 0
ARCUS BIOSCIENCES INC COM 03969F109 15,817 922,800 SH   SOLE   137,800 0 785,000
ARENA PHARMACEUTICALS INC COM NEW 040047607 30,657 409,905 SH   SOLE   33,500 0 376,405
ARGENX SE SPONSORED ADR 04016X101 656 2,500 SH   SOLE   2,500 0 0
ARVINAS INC COM 04335A105 16,563 701,512 SH   SOLE   97,300 0 604,212
ASSEMBLY BIOSCIENCES INC COM 045396108 15,062 916,185 SH   SOLE   58,799 0 857,386
ATRICURE INC COM 04963C209 28,278 708,717 SH   SOLE   73,212 0 635,505
AVEO PHARMACEUTICALS INC COM NEW 053588307 594 100,000 SH   SOLE   100,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 11,513 151,322 SH   SOLE   18,590 0 132,732
BIOGEN INC COM 09062X103 6,420 22,632 SH   SOLE   22,632 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 27,322 294,733 SH   SOLE   30,710 0 264,023
BOSTON SCIENTIFIC CORP COM 101137107 14,405 376,987 SH   SOLE   136,726 0 240,261
BRISTOL-MYERS SQUIBB CO COM 110122108 11,912 197,574 SH   SOLE   197,574 0 0
CIGNA CORP NEW COM 125523100 4,276 25,241 SH   SOLE   25,241 0 0
CASTLE BIOSCIENCES INC COM 14843C105 952 18,500 SH   SOLE   18,500 0 0
CENTENE CORP DEL COM 15135B101 22,754 390,090 SH   SOLE   62,415 0 327,675
CHANGE HEALTHCARE INC COM 15912K100 1,192 82,145 SH   SOLE   82,145 0 0
CHECKMATE PHARMACEUTICALS IN COM 162818108 6,914 600,687 SH   SOLE   600,687 0 0
CYTOSORBENTS CORP COM NEW 23283X206 12,999 1,629,989 SH   SOLE   281,349 0 1,348,640
DANAHER CORPORATION COM 235851102 1,615 7,500 SH   SOLE   7,500 0 0
DECIPHERA PHARMACEUTICALS IN COM 24344T101 21,344 416,059 SH   SOLE   66,301 0 349,758
DEXCOM INC COM 252131107 19,957 48,413 SH   SOLE   0 0 48,413
DR REDDYS LABS LTD ADR 256135203 372 5,354 SH   SOLE   5,354 0 0
DYNE THERAPEUTICS INC COM 26818M108 9,576 474,301 SH   SOLE   72,266 0 402,035
EMERGENT BIOSOLUTIONS INC COM 29089Q105 8,261 79,950 SH   SOLE   0 0 79,950
EVOLENT HEALTH INC CL A 30050B101 25,893 2,086,435 SH   SOLE   194,184 0 1,892,251
EXELIXIS INC COM 30161Q104 20,948 856,770 SH   SOLE   43,090 0 813,680
FIBROGEN INC COM 31572Q808 4,276 104,000 SH   SOLE   0 0 104,000
FREELINE THERAPEUTICS HLDGS SPONSORED ADS 35655L107 13,157 842,851 SH   SOLE   97,967 0 744,884
GENERATION BIO CO COM 37148K100 1,082 35,000 SH   SOLE   0 0 35,000
GILEAD SCIENCES INC COM 375558103 4,101 64,900 SH   SOLE   64,900 0 0
GLOBAL BLOOD THERAPEUTICS IN COM 37890U108 14,076 255,271 SH   SOLE   19,641 0 235,630
GUARDANT HEALTH INC COM 40131M109 8,986 80,386 SH   SOLE   7,470 0 72,916
HMS HLDGS CORP COM 40425J101 18,742 782,563 SH   SOLE   60,875 0 721,688
HOLOGIC INC COM 436440101 10,143 152,600 SH   SOLE   0 0 152,600
HUMANA INC COM 444859102 1,103 2,666 SH   SOLE   2,666 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 24,660 103,565 SH   SOLE   0 0 103,565
IDEXX LABS INC COM 45168D104 16,196 41,199 SH   SOLE   0 0 41,199
ILLUMINA INC COM 452327109 1,497 4,845 SH   SOLE   4,845 0 0
IMMUNOMEDICS INC COM 452907108 51,039 600,242 SH   SOLE   34,900 0 565,342
INCYTE CORP COM 45337C102 12,454 138,774 SH   SOLE   12,900 0 125,874
INSULET CORP COM 45784P101 10,565 44,654 SH   SOLE   0 0 44,654
JOHNSON & JOHNSON COM 478160104 11,092 74,500 SH   SOLE   74,500 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 32,874 174,612 SH   SOLE   0 0 174,612
LILLY ELI & CO COM 532457108 7,633 51,565 SH   SOLE   51,565 0 0
MERCK & CO. INC COM 58933Y105 4,189 50,500 SH   SOLE   50,500 0 0
MODERNA INC COM 60770K107 9,619 135,956 SH   SOLE   19,500 0 116,456
MOLECULAR TEMPLATES INC COM 608550109 1,960 179,500 SH   SOLE   179,500 0 0
MOLINA HEALTHCARE INC COM 60855R100 10,481 57,262 SH   SOLE   13,365 0 43,897
NOVAVAX INC COM NEW 670002401 12,807 118,200 SH   SOLE   3,200 0 115,000
NUCANA PLC SPONSORED ADR 67022C106 3,878 750,000 SH   SOLE   92,574 0 657,426
OUTSET MED INC COM 690145107 3,489 69,773 SH   SOLE   16,154 0 53,619
PRA HEALTH SCIENCES INC COM 69354M108 13,453 132,620 SH   SOLE   36,665 0 95,955
PPD INC COM 69355F102 35,623 963,054 SH   SOLE   105,172 0 857,882
PTC THERAPEUTICS INC COM 69366J200 31,303 669,578 SH   SOLE   49,025 0 620,553
PFIZER INC COM 717081103 4,107 111,900 SH   SOLE   111,900 0 0
POSEIDA THERAPEUTICS INC COM 73730P108 9,347 1,053,779 SH   SOLE   54,786 0 998,993
R1 RCM INC COM 749397105 26,418 1,540,393 SH   SOLE   65,248 0 1,475,145
REGENERON PHARMACEUTICALS COM 75886F107 12,836 22,930 SH   SOLE   5,820 0 17,110
REPLIGEN CORP COM 759916109 15,048 101,993 SH   SOLE   0 0 101,993
RESMED INC COM 761152107 12,395 72,305 SH   SOLE   0 0 72,305
REVOLUTION MEDICINES INC COM 76155X100 22,032 633,090 SH   SOLE   72,890 0 560,200
SAREPTA THERAPEUTICS INC COM 803607100 12,958 92,274 SH   SOLE   14,110 0 78,164
SEATTLE GENETICS INC COM 812578102 10,707 54,716 SH   SOLE   8,640 0 46,076
SILK RD MED INC COM 82710M100 26,076 387,983 SH   SOLE   8,500 0 379,483
TABULA RASA HEALTHCARE INC COM 873379101 1,434 35,177 SH   SOLE   35,177 0 0
TANDEM DIABETES CARE INC COM NEW 875372203 25,307 222,968 SH   SOLE   0 0 222,968
TAYSHA GENE THERAPIES INC COM SHS 877619106 8,373 373,775 SH   SOLE   55,639 0 318,136
TELADOC HEALTH INC COM 87918A105 25,506 116,339 SH   SOLE   21,753 0 94,586
TELEFLEX INCORPORATED COM 879369106 24,687 72,518 SH   SOLE   7,000 0 65,518
THERMO FISHER SCIENTIFIC INC COM 883556102 3,819 8,650 SH   SOLE   8,650 0 0
TURNING POINT THERAPEUTICS I COM 90041T108 21,882 250,481 SH   SOLE   11,650 0 238,831
UNITEDHEALTH GROUP INC COM 91324P102 7,938 25,462 SH   SOLE   25,462 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 2,686 9,871 SH   SOLE   9,871 0 0
ZAI LAB LTD ADR 98887Q104 225 2,700 SH   SOLE   2,700 0 0
ZENTALIS PHARMACEUTICALS INC COM 98943L107 18,199 556,712 SH   SOLE   62,200 0 494,512
MEDTRONIC PLC SHS G5960L103 4,339 41,751 SH   SOLE   41,751 0 0