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
4D MOLECULAR THERAPEUTICS IN COM 35104E100 2,898 132,090 SH   SOLE   132,090 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 21,066 750,760 SH   SOLE   750,760 0 0
AGIOS PHARMACEUTICALS INC COM 00847X104 14,181 431,413 SH   SOLE   431,413 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 19,282 113,702 SH   SOLE   113,702 0 0
AMERICAN WELL CORP CL A 03044L105 13,577 2,247,908 SH   SOLE   2,247,908 0 0
ARGENX SE SPONSORED ADR 04016X101 21,828 62,332 SH   SOLE   62,332 0 0
ARVINAS INC COM 04335A105 1,889 23,000 SH   SOLE   23,000 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 35,629 611,665 SH   SOLE   611,665 0 0
AXONICS INC COM 05465P101 14,362 256,465 SH   SOLE   256,465 0 0
BEAM THERAPEUTICS INC COM 07373V105 2,303 28,900 SH   SOLE   28,900 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 20,634 192,639 SH   SOLE   192,639 0 0
C4 THERAPEUTICS INC COM STK 12529R107 1,520 47,200 SH   SOLE   47,200 0 0
CANO HEALTH INC COM CL A 13781Y103 17,355 1,947,779 SH   SOLE   1,947,779 0 0
CAREMAX INC COM CL A 14171W103 5,489 714,755 SH   SOLE   714,755 0 0
DEXCOM INC COM 252131107 14,337 26,700 SH   SOLE   26,700 0 0
GUARDANT HEALTH INC COM 40131M109 11,938 119,360 SH   SOLE   119,360 0 0
HUMANA INC COM 444859102 36,469 78,621 SH   SOLE   78,621 0 0
INSPIRE MED SYS INC COM 457730109 17,543 76,253 SH   SOLE   76,253 0 0
IQVIA HLDGS INC COM 46266C105 28,095 99,577 SH   SOLE   99,577 0 0
KYMERA THERAPEUTICS INC COM 501575104 2,349 37,000 SH   SOLE   37,000 0 0
LYELL IMMUNOPHARMA INC COM 55083R104 774 100,000 SH   SOLE   100,000 0 0
MIRATI THERAPEUTICS INC COM 60468T105 7,628 52,000 SH   SOLE   52,000 0 0
NATERA INC COM 632307104 19,770 211,694 SH   SOLE   211,694 0 0
OLINK HLDG AB SPONSORED ADS 680710100 728 40,000 SH   SOLE   40,000 0 0
OUTSET MED INC COM 690145107 15,164 329,000 SH   SOLE   329,000 0 0
SEAGEN INC COM 81181C104 12,445 80,500 SH   SOLE   80,500 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 33,155 153,438 SH   SOLE   153,438 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 18,039 82,144 SH   SOLE   82,144 0 0