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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
89BIO INC COM 282559103   4,237,562 332,880 SH   SOLE   332,880 0 0
ACLARIS THERAPEUTICS INC COM 00461U105   3,892,754 247,159 SH   SOLE   247,159 0 0
ACUTUS MED INC COM 005111109   59,831 52,027 SH   SOLE   52,027 0 0
AGIOS PHARMACEUTICALS INC COM 00847X104   1,404,000 50,000 SH   SOLE   50,000 0 0
AKOYA BIOSCIENCES INC COM 00974H104   1,351,810 141,255 SH   SOLE   141,255 0 0
ALPHA TEKNOVA INC COM 02080L102   724,503 128,458 SH   SOLE   128,458 0 0
ALPHATEC HLDGS INC COM NEW 02081G201   2,801,807 226,867 SH   SOLE   226,867 0 0
ANI PHARMACEUTICALS INC COM 00182C103   5,104,141 126,874 SH   SOLE   126,874 0 0
ARCELLX INC COMMON STOCK 03940C100   3,751,461 121,093 SH   SOLE   121,093 0 0
ARCUS BIOSCIENCES INC COM 03969F109   1,808,673 87,460 SH   SOLE   87,460 0 0
AVID BIOSERVICES INC COM 05368M106   5,897,250 428,268 SH   SOLE   428,268 0 0
AXOGEN INC COM 05463X106   1,896,749 190,055 SH   SOLE   190,055 0 0
BICYCLE THERAPEUTICS PLC SPONSORED ADS 088786108   2,703,427 91,332 SH   SOLE   91,332 0 0
BIOGEN INC COM 09062X103   4,213,892 15,217 SH   SOLE   15,217 0 0
BOSTON SCIENTIFIC CORP COM 101137107   17,024,260 367,933 SH   SOLE   367,933 0 0
COGENT BIOSCIENCES INC COM 19240Q201   1,636,688 141,582 SH   SOLE   141,582 0 0
CONCERT PHARMACEUTICALS INC COM 206022105   7,028,347 1,203,484 SH   SOLE   1,203,484 0 0
COOPER COS INC COM NEW 216648402   3,306,700 10,000 SH   SOLE   10,000 0 0
CTI BIOPHARMA CORP COM 12648L601   8,465,938 1,408,642 SH   SOLE   1,408,642 0 0
CULLINAN ONCOLOGY INC COM 230031106   1,386,038 131,378 SH   SOLE   131,378 0 0
CYTOKINETICS INC COM NEW 23282W605   1,145,500 25,000 SH   SOLE   25,000 0 0
DANAHER CORPORATION COM 235851102   10,190,270 38,393 SH   SOLE   38,393 0 0
DAY ONE BIOPHARMACEUTICALS I COM 23954D109   4,830,874 224,483 SH   SOLE   224,483 0 0
DECIPHERA PHARMACEUTICALS IN COM 24344T101   5,653,239 344,920 SH   SOLE   344,920 0 0
DEXCOM INC COM 252131107   7,103,545 62,730 SH   SOLE   62,730 0 0
EDGEWISE THERAPEUTICS INC COM 28036F105   472,890 52,896 SH   SOLE   52,896 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   4,072,139 54,579 SH   SOLE   54,579 0 0
ELEVANCE HEALTH INC COM 036752103   6,307,479 12,296 SH   SOLE   12,296 0 0
ESPERION THERAPEUTICS INC NE COM 29664W105   5,125,944 822,784 SH   SOLE   822,784 0 0
FULCRUM THERAPEUTICS INC COM 359616109   1,505,984 206,866 SH   SOLE   206,866 0 0
GUARDANT HEALTH INC COM 40131M109   952,000 35,000 SH   SOLE   35,000 0 0
HAEMONETICS CORP MASS COM 405024100   10,411,530 132,378 SH   SOLE   132,378 0 0
HUMANA INC COM 444859102   8,932,081 17,439 SH   SOLE   17,439 0 0
IMMUNIC INC COM 4525EP101   643,678 459,770 SH   SOLE   459,770 0 0
IMMUNOVANT INC COM 45258J102   2,804,607 158,006 SH   SOLE   158,006 0 0
INSULET CORP COM 45784P101   5,311,384 18,042 SH   SOLE   18,042 0 0
IONIS PHARMACEUTICALS INC COM 462222100   5,329,914 141,115 SH   SOLE   141,115 0 0
IQVIA HLDGS INC COM 46266C105   3,149,979 15,374 SH   SOLE   15,374 0 0
IVERIC BIO INC COM 46583P102   1,583,441 73,958 SH   SOLE   73,958 0 0
KARUNA THERAPEUTICS INC COM 48576A100   3,713,850 18,900 SH   SOLE   18,900 0 0
KEROS THERAPEUTICS INC COM 492327101   6,088,456 126,790 SH   SOLE   126,790 0 0
KINIKSA PHARMACEUTICALS LTD COM CL A G5269C101   2,865,779 191,307 SH   SOLE   191,307 0 0
KORU MEDICAL SYSTEMS INC COM 759910102   2,581,310 723,056 SH   SOLE   723,056 0 0
LANTHEUS HLDGS INC COM 516544103   4,633,436 90,923 SH   SOLE   90,923 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102   4,589,245 91,932 SH   SOLE   91,932 0 0
LEXICON PHARMACEUTICALS INC COM NEW 528872302   804,496 421,202 SH   SOLE   421,202 0 0
LIFECORE BIOMEDICAL INC COM 514766104   1,319,185 203,578 SH   SOLE   203,578 0 0
LILLY ELI & CO COM 532457108   12,598,798 34,438 SH   SOLE   34,438 0 0
LIQUIDIA CORPORATION COM NEW 53635D202   1,714,753 269,192 SH   SOLE   269,192 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105   2,130,725 7,341 SH   SOLE   7,341 0 0
MANNKIND CORP COM NEW 56400P706   5,433,944 1,031,109 SH   SOLE   1,031,109 0 0
MIRUM PHARMACEUTICALS INC COM 604749101   1,028,703 52,754 SH   SOLE   52,754 0 0
NATERA INC COM 632307104   2,148,774 53,492 SH   SOLE   53,492 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   13,894,814 116,333 SH   SOLE   116,333 0 0
OPIANT PHARMACEUTICALS INC COM 683750103   1,215,644 59,943 SH   SOLE   59,943 0 0
PERFORMANT FINL CORP COM 71377E105   4,764,027 1,319,675 SH   SOLE   1,319,675 0 0
PLUS THERAPEUTICS INC COM NEW 72941H400   184,959 583,467 SH   SOLE   583,467 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105   4,665,690 112,318 SH   SOLE   112,318 0 0
RHYTHM PHARMACEUTICALS INC COM 76243J105   4,596,941 157,862 SH   SOLE   157,862 0 0
RXSIGHT INC COM 78349D107   2,235,254 176,421 SH   SOLE   176,421 0 0
SAREPTA THERAPEUTICS INC COM 803607100   4,575,988 35,314 SH   SOLE   35,314 0 0
SCHRODINGER INC COM 80810D103   4,260,404 227,951 SH   SOLE   227,951 0 0
SEAGEN INC COM 81181C104   10,519,058 81,854 SH   SOLE   81,854 0 0
SIGHT SCIENCES INC COM 82657M105   1,283,295 105,102 SH   SOLE   105,102 0 0
SILENCE THERAPEUTICS PLC ADS 82686Q101   2,056,341 134,842 SH   SOLE   134,842 0 0
SILK RD MED INC COM 82710M100   4,931,169 93,305 SH   SOLE   93,305 0 0
SUPERNUS PHARMACEUTICALS INC COM 868459108   3,385,297 94,906 SH   SOLE   94,906 0 0
SUTRO BIOPHARMA INC COM 869367102   6,997,078 865,975 SH   SOLE   865,975 0 0
TELA BIO INC COM 872381108   1,341,682 116,668 SH   SOLE   116,668 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   6,172,179 126,505 SH   SOLE   126,505 0 0
TRANSMEDICS GROUP INC COM 89377M109   3,416,264 55,351 SH   SOLE   55,351 0 0
TRAVERE THERAPEUTICS INC COM 89422G107   480,220 22,835 SH   SOLE   22,835 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   28,004,219 100,702 SH   SOLE   100,702 0 0
UNITEDHEALTH GROUP INC COM 91324P102   14,708,254 27,742 SH   SOLE   27,742 0 0
UNITY BIOTECHNOLOGY INC COM NEW 91381U200   117,132 42,749 SH   SOLE   42,749 0 0
VAXCYTE INC COM 92243G108   7,578,402 158,048 SH   SOLE   158,048 0 0
VERACYTE INC COM 92337F107   2,793,638 117,726 SH   SOLE   117,726 0 0
VERONA PHARMA PLC SPONSORED ADS 925050106   10,829,526 414,448 SH   SOLE   414,448 0 0
WATERS CORP COM 941848103   3,016,074 8,804 SH   SOLE   8,804 0 0
X4 PHARMACEUTICALS INC COM 98420X103   2,358,928 2,375,557 SH   SOLE   2,375,557 0 0
XENON PHARMACEUTICALS INC COM 98420N105   9,285,410 235,491 SH   SOLE   235,491 0 0