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
10X GENOMICS INC CL A COM 88025U109 11,819 261,200 SH   SOLE   261,200 0 0
4D MOLECULAR THERAPEUTICS IN COM 35104E100 1,825 261,423 SH   SOLE   261,423 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 9,828 1,214,860 SH   SOLE   1,214,860 0 0
AGIOS PHARMACEUTICALS INC COM 00847X104 12,779 576,413 SH   SOLE   576,413 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 21,787 149,380 SH   SOLE   149,380 0 0
AMERICAN WELL CORP CL A 03044L105 16,163 3,741,413 SH   SOLE   3,741,413 0 0
ARGENX SE SPONSORED ADR 04016X101 22,846 60,300 SH   SOLE   60,300 0 0
ARVINAS INC COM 04335A105 968 23,000 SH   SOLE   23,000 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 25,309 383,065 SH   SOLE   383,065 0 0
AXONICS INC COM 05465P101 14,534 256,465 SH   SOLE   256,465 0 0
BEAM THERAPEUTICS INC COM 07373V105 1,119 28,900 SH   SOLE   28,900 0 0
BICYCLE THERAPEUTICS PLC SPONSORED ADS 088786108 394 23,500 SH   SOLE   23,500 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 8,615 170,551 SH   SOLE   170,551 0 0
CANO HEALTH INC COM CL A 13781Y103 16,717 3,816,712 SH   SOLE   3,816,712 0 0
CAREMAX INC COM CL A 14171W103 2,595 714,755 SH   SOLE   714,755 0 0
DEXCOM INC COM 252131107 17,671 237,100 SH   SOLE   237,100 0 0
GUARDANT HEALTH INC COM 40131M109 6,130 151,960 SH   SOLE   151,960 0 0
HUMANA INC COM 444859102 37,535 80,191 SH   SOLE   80,191 0 0
ILLUMINA INC COM 452327109 21,959 119,108 SH   SOLE   119,108 0 0
INSPIRE MED SYS INC COM 457730109 17,199 94,153 SH   SOLE   94,153 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 13,153 65,530 SH   SOLE   65,530 0 0
IQVIA HLDGS INC COM 46266C105 27,361 126,095 SH   SOLE   126,095 0 0
LYELL IMMUNOPHARMA INC COM 55083R104 652 100,000 SH   SOLE   100,000 0 0
NATERA INC COM 632307104 20,236 570,994 SH   SOLE   570,994 0 0
OLINK HLDG AB SPONSORED ADS 680710100 608 40,000 SH   SOLE   40,000 0 0
OUTSET MED INC COM 690145107 15,142 1,018,960 SH   SOLE   1,018,960 0 0
SEAGEN INC COM 81181C104 46,447 262,502 SH   SOLE   262,502 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 37,523 159,238 SH   SOLE   159,238 0 0