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 8,726 79,698 SH   SOLE   79,698 0 0
ABBVIE INC COM 00287Y109 10,206 95,250 SH   SOLE   95,250 0 0
ACADIA PHARMACEUTICALS INC COM 004225108 34,985 654,414 SH   SOLE   25,650 0 628,764
ACUTUS MED INC COM 005111109 28,298 982,236 SH   SOLE   123,561 0 858,675
ALEXION PHARMACEUTICALS INC COM 015351109 13,745 87,976 SH   SOLE   5,300 0 82,676
ALIGN TECHNOLOGY INC COM 016255101 24,662 46,150 SH   SOLE   0 0 46,150
ALIGOS THERAPEUTICS INC COM 01626L105 517 18,708 SH   SOLE   18,708 0 0
ALLOVIR INC COM USD 019818103 375 9,746 SH   SOLE   9,746 0 0
ALNYLAM PHARMACUETICALS INC COM 02043Q107 14,082 108,346 SH   SOLE   9,246 0 99,100
AMERICAN WELL CORP CL A 03044L105 18,342 724,120 SH   SOLE   141,925 0 582,195
AMGEN INC COM 031162100 5,162 22,453 SH   SOLE   22,453 0 0
AMICUS THERAPEUTICS INC COM 03152W109 35,434 1,534,604 SH   SOLE   50,025 0 1,484,579
APELLIS PHARMACEUTICALS INC COM 03753U106 3,718 65,000 SH   SOLE   0 0 65,000
APREA THERAPEUTICS INC COM 03836J102 805 163,681 SH   SOLE   163,681 0 0
ARCUS BIOSCIENCES INC COM USD 03969F109 22,356 861,160 SH   SOLE   89,700 0 771,460
ARENA PHARMACEUTICALS INC COM NEW 040047607 24,590 320,059 SH   SOLE   10,661 0 309,398
ARGENX SE SPONSORED ADR 04016X101 735 2,500 SH   SOLE   2,500 0 0
ARVINAS INC COM 04335A105 45,193 532,125 SH   SOLE   71,713 0 460,412
ATEA PHARMACEUTICALS INC COM 04683R106 62,340 1,492,090 SH   SOLE   1,369,455 0 122,635
ATRICURE INC COM 04963C209 35,864 644,217 SH   SOLE   80,712 0 563,505
AVEO PHARMACEUTICALS INC COM NEW 053588307 6,642 1,151,175 SH   SOLE   404,145 0 747,030
BELLUS HEALTH INC NEW COM NEW 07987C204 5,193 1,696,940 SH   SOLE   159,853 0 1,537,087
BIOMARIN PHARMACEUTICAL INC COM 09061G101 8,486 96,772 SH   SOLE   8,290 0 88,482
BIOGEN INC COM 09062X103 3,130 12,782 SH   SOLE   12,782 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 15,308 136,500 SH   SOLE   0 0 136,500
BOSTON SCIENTIFIC CORP COM 101137107 1,806 50,226 SH   SOLE   50,226 0 0
BRIDGEBIO PHARMA INC COM 10806X102 427 6,000 SH   SOLE   6,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 9,030 145,574 SH   SOLE   145,574 0 0
CIGNA CORP NEW COM 125523100 5,775 27,741 SH   SOLE   27,741 0 0
CENTENE CORP DEL COM 15135B101 15,399 256,515 SH   SOLE   55,840 0 200,675
CERTARA INC COM 15687V109 20,431 605,900 SH   SOLE   87,259 0 518,641
CHECKMATE PHARMACEUTICALS IN COM 162818108 8,007 548,802 SH   SOLE   548,802 0 0
CYTOSORBENTS CORP COM NEW 23283X206 8,806 1,104,935 SH   SOLE   324,349 0 780,586
DANAHER CORPORATION COM 235851102 1,666 7,500 SH   SOLE   7,500 0 0
DECIPHERA PHARMACEUTICALS IN COM 24344T101 27,898 488,842 SH   SOLE   19,584 0 469,258
DEXCOM INC COM 252131107 15,699 42,463 SH   SOLE   5,250 0 37,213
DR REDDYS LABS LTD ADR 256135203 460 6,454 SH   SOLE   6,454 0 0
EVOLENT HEALTH INC CL A 30050B101 32,834 2,048,257 SH   SOLE   149,184 0 1,899,073
EXELIXIS INC COM 30161Q104 36,172 1,802,270 SH   SOLE   182,990 0 1,619,280
FATE THERAPEUTICS INC COM 31189P102 9,002 99,000 SH   SOLE   0 0 99,000
FIBROGEN INC COM 31572Q808 3,857 104,000 SH   SOLE   0 0 104,000
4D MOLECULAR THERAPEUTICS IN COM 35104E100 217 5,224 SH   SOLE   5,224 0 0
FREELINE THERAPEUTICS HLDGS SPONSORED ADS 35655L107 12,006 657,494 SH   SOLE   27,569 0 629,925
GILEAD SCIENCES INC COM 375558103 1,722 29,550 SH   SOLE   29,550 0 0
GUARDANT HEALTH INC COM 40131M109 10,180 78,986 SH   SOLE   6,070 0 72,916
HOLOGIC INC COM 436440101 11,529 158,300 SH   SOLE   0 0 158,300
IRHYTHM TECHNOLOGIES INC COM 450056106 25,278 106,565 SH   SOLE   0 0 106,565
IDEXX LABS INC COM 45168D104 23,693 47,399 SH   SOLE   0 0 47,399
ILLUMINA INC COM 452327109 1,506 4,070 SH   SOLE   4,070 0 0
INCYTE CORP COM 45337C102 752 8,640 SH   SOLE   8,640 0 0
INSULET CORP COM 45784P101 10,904 42,654 SH   SOLE   0 0 42,654
JOHNSON & JOHNSON COM 478160104 11,725 74,500 SH   SOLE   74,500 0 0
KODIAK SCIENCES INC COM 50015M109 242 1,650 SH   SOLE   1,650 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 41,165 202,237 SH   SOLE   16,125 0 186,112
LILLY ELI & CO COM 532457108 8,706 51,565 SH   SOLE   51,565 0 0
MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107 27,450 978,600 SH   SOLE   122,164 0 856,436
MERCK & CO. INC COM 58933Y105 3,640 44,500 SH   SOLE   44,500 0 0
MIRATI THERAPEUTICS INC COM 60468T105 16,174 73,638 SH   SOLE   2,231 0 71,407
MODERNA INC COM 60770K107 13,195 126,306 SH   SOLE   15,850 0 110,456
MOLECULAR TEMPLATES INC COM 608550109 2,108 224,500 SH   SOLE   224,500 0 0
MOLINA HEALTHCARE INC COM 60855R100 8,076 37,972 SH   SOLE   75 0 37,897
NATERA INC COM 632307104 8,753 87,950 SH   SOLE   0 0 87,950
NOVAVAX INC COM NEW 670002401 24,906 223,350 SH   SOLE   6,900 0 216,450
NUCANA PLC SPONSORED ADR 67022C106 3,368 750,000 SH   SOLE   92,574 0 657,426
OAK STR HEALTH INC COM 67181A107 15,290 250,000 SH   SOLE   32,377 0 217,623
PRA HEALTH SCIENCES INC COM USD 69354M108 17,156 136,770 SH   SOLE   31,315 0 105,455
PPD INC COM 69355F102 33,438 977,154 SH   SOLE   99,272 0 877,882
PTC THERAPEUTICS INC COM 69366J200 36,861 603,978 SH   SOLE   19,425 0 584,553
PFIZER INC COM 717081103 3,493 94,900 SH   SOLE   94,900 0 0
POSEIDA THERAPETUICS INC COM 73730P108 9,202 838,826 SH   SOLE   35,324 0 803,502
R1 RCM INC COM 749397105 28,209 1,174,393 SH   SOLE   95,248 0 1,079,145
REGENERON PHARMCTICALS COM 75886F107 2,232 4,620 SH   SOLE   4,620 0 0
REPLIGEN CORP COM 759916109 23,799 124,193 SH   SOLE   0 0 124,193
REPLIMUNE GROUP INC COM 76029N106 25,474 667,729 SH   SOLE   94,911 0 572,818
RESMED INC COM 761152107 14,094 66,305 SH   SOLE   0 0 66,305
REVOLUTION MEDICINES INC COM 76155X100 15,401 389,006 SH   SOLE   14,000 0 375,006
ROCKET PHARMACEUTICALS INC COM 77313F106 20,147 367,385 SH   SOLE   9,485 0 357,900
SAREPTA THERAPEUTICS INC COM 803607100 14,769 86,624 SH   SOLE   9,060 0 77,564
SEAGEN INC COM 81181C104 10,177 58,106 SH   SOLE   7,430 0 50,676
SEER INC COM CL A 81578P106 5,315 94,681 SH   SOLE   31,383 0 63,298
SIGILON THERAPEUTICS INC COM 82657L107 10,807 225,000 SH   SOLE   47,495 0 177,505
SILK RD MED INC COM 82710M100 25,159 399,483 SH   SOLE   0 0 399,483
SOTERA HEALTH CO COM 83601L102 2,048 74,618 SH   SOLE   74,618 0 0
STRYKER CORPORATION COM 863667101 1,911 7,800 SH   SOLE   7,800 0 0
TANDEM DIABETES CARE INC COM NEW 875372203 45,144 471,818 SH   SOLE   45,750 0 426,068
TELADOC HEALTH INC COM 87918A105 41,963 209,859 SH   SOLE   41,573 0 168,286
TELEFLEX INCORPORATED COM 879369106 35,474 86,193 SH   SOLE   3,175 0 83,018
TG THERAPEUTICS INC COM 88322Q108 10,745 206,549 SH   SOLE   9,049 0 197,500
THERMO FISHER SCIENTIFIC INC COM 883556102 4,844 10,400 SH   SOLE   10,400 0 0
TURNING POINT THERAPEUTICS I COM 90041T108 31,362 257,379 SH   SOLE   28,248 0 229,131
UNITEDHEALTH GROUP INC COM 91324P102 8,929 25,462 SH   SOLE   25,462 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 3,999 16,921 SH   SOLE   16,921 0 0
ZAI LAB LTD ADR 98887Q104 528 3,900 SH   SOLE   3,900 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 18,645 121,000 SH   SOLE   0 0 121,000
HORIZON THERAPEUTICS PUB L SHS G46188101 693 9,475 SH   SOLE   9,475 0 0
MEDTRONIC PLC SHS G5960L103 4,510 38,501 SH   SOLE   38,501 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 3,823 24,970 SH   SOLE   2,970 0 22,000