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
ABBOTT LABS COM 002824100   3,569,212 35,248 SH   SOLE   35,248 0 0
ABBVIE INC COM 00287Y109   6,263,241 39,300 SH   SOLE   39,300 0 0
AGILITI INC COM 00848J104   8,153,348 510,222 SH   SOLE   134,486 0 375,736
ALIGNMENT HEALTHCA COM 01625V104   2,995,560 471,000 SH   SOLE   0 0 471,000
ALNYLAM PHARMACUETCL COM 02043Q107   5,322,502 26,570 SH   SOLE   26,570 0 0
ALTIMMUNE INC COM 02155H200   2,021,802 479,100 SH   SOLE   209,100 0 270,000
AMGEN INC COM 031162100   5,299,160 21,920 SH   SOLE   21,920 0 0
AMICUS THERAPEUTICS COM 03152W109   5,766,600 519,982 SH   SOLE   20,725 0 499,257
AMYLYX PHARMACEUTIC COM 03237H101   7,112,016 242,400 SH   SOLE   84,769 0 157,631
ANNEXON INC COM 03589W102   1,258,203 326,806 SH   SOLE   326,806 0 0
APELLIS PHARMACEUTIC COM 03753U106   11,377,440 172,490 SH   SOLE   42,290 0 130,200
ARCUS BIOSCIENCES COM 03969F109   5,356,103 293,646 SH   SOLE   59,975 0 233,671
ARCUTIS BIOTHERAPE COM 03969K108   3,488,672 317,152 SH   SOLE   14,700 0 302,452
ARGENX SE SP ADR 04016X101   316,693 850 SH   SOLE   850 0 0
ARVINAS INC COM 04335A105   5,603,714 205,114 SH   SOLE   5,100 0 200,014
ASCENDIS PHARMA A S SP ADR 04351P101   181,202 1,690 SH   SOLE   1,690 0 0
ASTRAZENECA SP ADR 046353108   1,388,894 20,010 SH   SOLE   20,010 0 0
ATEA PHARMACEUTICALS COM 04683R106   1,275,848 380,850 SH   SOLE   380,850 0 0
ATRICURE INC COM 04963C209   6,612,601 159,532 SH   SOLE   0 0 159,532
AXONICS INC COM 05465P101   5,998,872 109,950 SH   SOLE   0 0 109,950
BEAM THERAPEUTICS COM 07373V105   1,944,370 63,500 SH   SOLE   0 0 63,500
BEIGENE LIMITED SP ADR 07725L102   1,187,570 5,510 SH   SOLE   5,510 0 0
BELLUS HEALTH INC COM NEW 07987C204   5,528,369 767,829 SH   SOLE   316,110 0 451,719
BIOMARIN PHARMAC INC COM 09061G101   12,099,573 124,430 SH   SOLE   35,430 0 89,000
BIOGEN INC COM 09062X103   3,614,946 13,002 SH   SOLE   13,002 0 0
BIONTECH SE SPON ADS 09075V102   336,339 2,700 SH   SOLE   2,700 0 0
BIOATLA INC COM 09077B104   1,455,264 543,009 SH   SOLE   543,009 0 0
BLUEPRINT MEDICINES COM 09627Y109   5,484,281 121,900 SH   SOLE   3,900 0 118,000
BOSTON SCIENTIFIC COM 101137107   5,101,859 101,976 SH   SOLE   101,976 0 0
BRISTOL MYERS SQUIBB COM 110122108   3,465,500 50,000 SH   SOLE   50,000 0 0
CTI BIOPHARMA CORP COM 12648L601   5,263,860 1,253,300 SH   SOLE   518,300 0 735,000
CYTOKINETICS INC COM 23282W605   2,950,682 83,850 SH   SOLE   5,850 0 78,000
DANAHER CORP COM 235851102   2,929,965 11,625 SH   SOLE   11,625 0 0
DENALI THERAPEUTICS COM 24823R105   5,641,344 244,850 SH   SOLE   9,850 0 235,000
DR REDDYS LABS LTD ADR 256135203   455,668 8,004 SH   SOLE   8,004 0 0
EDWARDS LIFESCIENCE COM 28176E108   2,639,087 31,900 SH   SOLE   31,900 0 0
EFFECTOR THERAPEUTCS COM 28202V108   840,359 2,382,644 SH   SOLE   2,382,644 0 0
EVOLENT HEALTH INC CL A 30050B101   15,937,558 491,142 SH   SOLE   99,000 0 392,142
EXSCIENTIA PLC ADS 30223G102   1,114,606 210,303 SH   SOLE   210,303 0 0
4D MOLECULAR THERA COM 35104E100   1,375,699 80,029 SH   SOLE   80,029 0 0
FUSION PHARMACEUTI COM 36118A100   216,010 57,297 SH   SOLE   57,297 0 0
GALERA THERAPEUTIC COM 36338D108   5,372,326 2,098,565 SH   SOLE   913,087 0 1,185,478
GENERATION BIO CO COM 37148K100   1,655,801 385,070 SH   SOLE   385,070 0 0
GILEAD SCIENCES INC COM 375558103   2,132,329 25,700 SH   SOLE   25,700 0 0
HALOZYME THERAPEUTIC COM 40637H109   4,483,506 117,400 SH   SOLE   4,400 0 113,000
HEALTHEQUITY INC COM 42226A107   10,765,946 183,375 SH   SOLE   0 0 183,375
HUMANA INC COM 444859102   1,735,520 3,575 SH   SOLE   3,575 0 0
IRHYTHM TECHNOLOGIES COM 450056106   7,334,638 59,136 SH   SOLE   0 0 59,136
ILLUMINA INC COM 452327109   1,051,126 4,520 SH   SOLE   4,520 0 0
IMMUNOGEN INC COM 45253H101   3,845,545 1,001,444 SH   SOLE   45,838 0 955,606
INARI MED INC COM 45332Y109   9,448,875 153,043 SH   SOLE   0 0 153,043
INCYTE CORPORATION COM 45337C102   482,764 6,680 SH   SOLE   6,680 0 0
INSMED INC COM 457669307   8,799,369 516,092 SH   SOLE   11,621 0 504,471
INSPIRE MED SYS INC COM 457730109   6,436,925 27,500 SH   SOLE   0 0 27,500
INTELLIA THERAPEUT COM 45826J105   92,430 2,480 SH   SOLE   2,480 0 0
INTRA CELLULAR THERA COM 46116X101   6,183,930 114,200 SH   SOLE   5,400 0 108,800
IQVIA HOLDINGS INC COM 46266C105   3,241,907 16,300 SH   SOLE   16,300 0 0
ITEOS THERAPEUTICS COM 46565G104   1,202,757 88,373 SH   SOLE   88,373 0 0
JOHNSON & JOHNSON COM 478160104   9,625,500 62,100 SH   SOLE   62,100 0 0
KARUNA THERAPEUTICS COM 48576A100   4,882,483 26,880 SH   SOLE   1,480 0 25,400
LANTHEUS HLDGS INC COM 516544103   9,716,239 117,687 SH   SOLE   0 0 117,687
LEGEND BIOTECH CORP SPON ADS 52490G102   482,200 10,000 SH   SOLE   10,000 0 0
LILLY ELI & CO COM 532457108   8,161,376 23,765 SH   SOLE   23,765 0 0
MADRIGAL PHARMACEUTI COM 558868105   121,130 500 SH   SOLE   500 0 0
MEDPACE HOLDINGS COM 58506Q109   182,409 970 SH   SOLE   970 0 0
MERCK & CO INC COM 58933Y105   5,851,450 55,000 SH   SOLE   55,000 0 0
MERSANA THERAPEUTI COM 59045L106   1,410,055 343,079 SH   SOLE   343,079 0 0
MINERALYS THERAPEUTI COM 603170101   9,603,229 613,233 SH   SOLE   516,066 0 97,167
MIRATI THERAPEUTICS COM 60468T105   4,774,135 128,406 SH   SOLE   40,906 0 87,500
MODERNA INC COM 60770K107   2,721,130 17,718 SH   SOLE   17,718 0 0
NEUROCRINE BIOSCIENC COM 64125C109   283,416 2,800 SH   SOLE   2,800 0 0
OLEMA PHARMACEUTICAL COM 68062P106   3,455,804 995,909 SH   SOLE   371,917 0 623,992
OPTION CARE HEALTH COM 68404L201   9,483,345 298,500 SH   SOLE   78,500 0 220,000
OUTSET MED INC COM 690145107   3,385,600 184,000 SH   SOLE   0 0 184,000
PMV PHARMACEUTICALS COM 69353Y103   1,194,737 250,469 SH   SOLE   250,469 0 0
PTC THERAPEUTICS I COM 69366J200   10,974,857 226,566 SH   SOLE   5,075 0 221,491
PFIZER INC COM 717081103   6,421,920 157,400 SH   SOLE   157,400 0 0
POINT BIOPHARMA GBL COM 730541109   1,327,996 182,668 SH   SOLE   182,668 0 0
PRIVIA HEALTH GROUP COM 74276R102   7,739,414 280,312 SH   SOLE   0 0 280,312
PROMETHEUS BIOSCIENC COM 74349U108   11,600,219 108,090 SH   SOLE   28,630 0 79,460
RADNET INC COM 750491102   7,832,713 312,933 SH   SOLE   108,500 0 204,433
RAIN ONCOLOGY INC COM 75082Q105   4,238,271 484,928 SH   SOLE   221,456 0 263,472
RALLYBIO CORP COM 75120L100   3,151,560 551,937 SH   SOLE   175,977 0 375,960
REATA PHARMACEUTIC CL A 75615P103   2,273,000 25,000 SH   SOLE   0 0 25,000
REGENERON PHARMCTCLS COM 75886F107   2,292,459 2,790 SH   SOLE   2,790 0 0
REPLIMUNE GROUP INC COM 76029N106   4,630,452 262,200 SH   SOLE   105,716 0 156,484
ROCKET PHARMACEUTICA COM 77313F106   3,268,233 190,790 SH   SOLE   0 0 190,790
R1 RCM INC COM 77634L105   14,237,910 949,194 SH   SOLE   224,194 0 725,000
SPDR SER TR S&P BIOTECH 78464A870   3,303,932 43,353 SH   SOLE   43,353 0 0
SANOFI SPON ADS 80105N105   484,338 8,900 SH   SOLE   8,900 0 0
SAREPTA THERAPEUTICS COM 803607100   3,405,779 24,710 SH   SOLE   3,510 0 21,200
SCHOLAR ROCK HLDG COM 80706P103   1,076,552 134,569 SH   SOLE   134,569 0 0
SEAGEN INC COM 81181C104   3,917,795 19,350 SH   SOLE   19,350 0 0
SHOCKWAVE MEDICAL COM 82489T104   13,562,717 62,550 SH   SOLE   14,950 0 47,600
SILK ROAD MEDICAL COM 82710M100   3,740,398 95,589 SH   SOLE   0 0 95,589
ARS PHARMACEUTICALS COM 82835W108   5,166,251 793,587 SH   SOLE   427,985 0 365,602
SUMMIT THERAPEUTICS COM 86627T108   35,000 20,000 SH   SOLE   20,000 0 0
TENET HEALTHCARE COM 88033G407   6,031,130 101,500 SH   SOLE   0 0 101,500
THERMO FISHER SCI COM 883556102   4,590,787 7,965 SH   SOLE   7,965 0 0
TRAVERE THERAPEUTICS COM 89422G107   8,065,206 358,613 SH   SOLE   117,921 0 240,692
TREACE MED CONCEPT COM 89455T109   9,230,699 366,443 SH   SOLE   129,956 0 236,487
2SEVENTY BIO INC COM 901384107   4,855,200 476,000 SH   SOLE   214,919 0 261,081
UNITED THERAPEUTICS COM 91307C102   406,487 1,815 SH   SOLE   1,815 0 0
UNITEDHEALTH GRP INC COM 91324P102   12,322,784 26,075 SH   SOLE   26,075 0 0
VAXCYTE INC COM 92243G108   2,248,800 60,000 SH   SOLE   0 0 60,000
VERA THERAPEUTICS CL A 92337R101   4,658,328 600,300 SH   SOLE   251,745 0 348,555
VERTEX PHARMACEUTICL COM 92532F100   2,085,448 6,619 SH   SOLE   6,619 0 0
ZAI LAB LTD ADR 98887Q104   396,526 11,922 SH   SOLE   11,922 0 0
ZENTALIS PHARMACEU COM 98943L107   4,024,800 234,000 SH   SOLE   0 0 234,000
ALKERMES PLC SHS G01767105   6,514,709 231,100 SH   SOLE   10,100 0 221,000
HORIZON THERAPEUTICS SHS G46188101   643,926 5,900 SH   SOLE   5,900 0 0
ICON PLC SHS G4705A100   10,794,411 50,538 SH   SOLE   15,738 0 34,800
JAZZ PHARMA PLC SHS USD G50871105   317,536 2,170 SH   SOLE   2,170 0 0
MEDTRONIC PLC SHS G5960L103   3,228,912 40,051 SH   SOLE   40,051 0 0
NOVOCURE LTD ORD SHS G6674U108   105,245 1,750 SH   SOLE   1,750 0 0
PROTHENA CORP PLC SHS G72800108   5,949,693 122,750 SH   SOLE   34,254 0 88,496
ROIVANT SCIENCES LTD SHS G76279101   154,980 21,000 SH   SOLE   21,000 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   448,213 12,440 SH   SOLE   12,440 0 0