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   5,478,037 50,248 SH   SOLE   50,248 0 0
ABBVIE INC COM 00287Y109   5,294,889 39,300 SH   SOLE   39,300 0 0
ACELYRIN INC COM 00445A100   4,201,255 201,017 SH   SOLE   82,020 0 118,997
AGILITI INC COM 00848J104   7,743,071 469,277 SH   SOLE   134,486 0 334,791
ALLAKOS INC COM 01671P100   1,893,592 434,310 SH   SOLE   0 0 434,310
ALNYLAM PHARMACUETCL COM 02043Q107   5,665,150 29,826 SH   SOLE   28,700 0 1,126
AMGEN INC COM 031162100   6,276,283 28,269 SH   SOLE   25,800 0 2,469
AMICUS THERAPEUTICS COM 03152W109   9,167,845 729,924 SH   SOLE   185,425 0 544,499
AMYLYX PHARMACEUTIC COM 03237H101   8,354,277 387,310 SH   SOLE   117,119 0 270,191
ANNEXON INC COM 03589W102   2,374,694 674,629 SH   SOLE   0 0 674,629
APELLIS PHARMACEUTIC COM 03753U106   13,105,555 143,859 SH   SOLE   29,540 0 114,319
ARCUS BIOSCIENCES COM 03969F109   7,199,692 354,490 SH   SOLE   102,175 0 252,315
ARCUTIS BIOTHERAPE COM 03969K108   136,155 14,287 SH   SOLE   11,800 0 2,487
ARGENX SE SPN ADR 04016X101   410,775 1,054 SH   SOLE   850 0 204
ARROWHEAD PHARMACEUT COM 04280A100   5,132,259 143,922 SH   SOLE   5,100 0 138,822
ARVINAS INC COM 04335A105   153,264 6,175 SH   SOLE   5,100 0 1,075
ASCENDIS PHARMA A S SPN ADR 04351P101   249,543 2,796 SH   SOLE   2,440 0 356
ASTRAZENECA SPN ADR 046353108   1,519,145 21,226 SH   SOLE   17,210 0 4,016
ATEA PHARMACEUTICALS COM 04683R106   1,875,748 501,537 SH   SOLE   0 0 501,537
ATRICURE INC COM 04963C209   11,823,300 239,532 SH   SOLE   57,000 0 182,532
AXONICS INC COM 05465P101   6,457,637 127,950 SH   SOLE   0 0 127,950
BEAM THERAPEUTICS COM 07373V105   2,027,555 63,500 SH   SOLE   0 0 63,500
BEIGENE LIMITED SPN ADR 07725L102   1,034,140 5,800 SH   SOLE   5,510 0 290
BIOMARIN PHARMAC INC COM 09061G101   12,867,473 148,448 SH   SOLE   45,600 0 102,848
BIOGEN INC COM 09062X103   4,006,700 14,066 SH   SOLE   13,002 0 1,064
BIONTECH SE SPN ADR 09075V102   359,299 3,329 SH   SOLE   2,700 0 629
BIOATLA INC COM 09077B104   1,669,554 556,518 SH   SOLE   0 0 556,518
BLUEPRINT MEDICINES COM 09627Y109   8,648,098 136,837 SH   SOLE   3,950 0 132,887
BOSTON SCIENTIFIC COM 101137107   5,353,612 98,976 SH   SOLE   98,976 0 0
BRISTOL MYERS SQUIBB COM 110122108   3,197,500 50,000 SH   SOLE   50,000 0 0
CONMED CORP COM 207410101   6,182,995 45,500 SH   SOLE   0 0 45,500
CYTOKINETICS INC COM 23282W605   3,819,248 117,083 SH   SOLE   5,850 0 111,233
DANAHER CORP COM 235851102   2,634,000 10,975 SH   SOLE   10,975 0 0
DENALI THERAPEUTICS COM 24823R105   7,238,537 245,291 SH   SOLE   8,500 0 236,791
DR REDDYS LABS LTD ADR 256135203   505,132 8,004 SH   SOLE   8,004 0 0
EQRX INC COM 26886C107   2,112,899 1,135,967 SH   SOLE   0 0 1,135,967
EDWARDS LIFESCIENCE COM 28176E108   3,367,581 35,700 SH   SOLE   35,700 0 0
EFFECTOR THERAPEUTCS COM 28202V108   1,978,071 2,382,644 SH   SOLE   2,382,644 0 0
EVOLENT HEALTH INC CL A 30050B101   14,790,703 488,142 SH   SOLE   105,000 0 383,142
EYEPOINT PHARMA COM 30233G209   2,708,110 311,277 SH   SOLE   0 0 311,277
FUSION PHARMACEUTI COM 36118A100   267,577 57,297 SH   SOLE   57,297 0 0
GALERA THERAPEUTIC COM 36338D108   6,255,769 2,005,054 SH   SOLE   813,600 0 1,191,454
GENERATION BIO CO COM 37148K100   1,962,070 356,740 SH   SOLE   0 0 356,740
GILEAD SCIENCES INC COM 375558103   2,518,802 32,682 SH   SOLE   26,500 0 6,182
GLAUKOS CORP COM 377322102   4,913,490 69,000 SH   SOLE   0 0 69,000
HALOZYME THERAPEUTIC COM 40637H109   5,029,493 139,437 SH   SOLE   4,400 0 135,037
HEALTHEQUITY INC COM 42226A107   11,578,298 183,375 SH   SOLE   0 0 183,375
HUMANA INC COM 444859102   1,598,490 3,575 SH   SOLE   3,575 0 0
IRHYTHM TECHNOLOGIES COM 450056106   3,129,600 30,000 SH   SOLE   0 0 30,000
ILLUMINA INC COM 452327109   1,018,446 5,432 SH   SOLE   4,370 0 1,062
IMMUNOGEN INC COM 45253H101   8,235,755 436,447 SH   SOLE   12,938 0 423,509
INARI MED INC COM 45332Y109   8,897,920 153,043 SH   SOLE   0 0 153,043
INCYTE CORPORATION COM 45337C102   509,081 8,178 SH   SOLE   6,680 0 1,498
INSMED INC COM 457669307   10,926,445 517,841 SH   SOLE   10,921 0 506,920
INSPIRE MED SYS INC COM 457730109   7,791,360 24,000 SH   SOLE   0 0 24,000
INSULET CORP COM 45784P101   3,604,250 12,500 SH   SOLE   0 0 12,500
INTELLIA THERAPEUT COM 45826J105   4,111,929 100,832 SH   SOLE   3,000 0 97,832
INTRA CELLULAR THERA COM 46116X101   7,589,029 119,852 SH   SOLE   4,900 0 114,952
IQVIA HOLDINGS INC COM 46266C105   4,967,417 22,100 SH   SOLE   22,100 0 0
ITEOS THERAPEUTICS COM 46565G104   1,940,666 146,576 SH   SOLE   0 0 146,576
JOHNSON & JOHNSON COM 478160104   10,278,792 62,100 SH   SOLE   62,100 0 0
KARUNA THERAPEUTICS COM 48576A100   5,579,984 25,732 SH   SOLE   1,480 0 24,252
LANTHEUS HLDGS INC COM 516544103   8,281,813 98,687 SH   SOLE   0 0 98,687
LEGEND BIOTECH CORP SPN ADR 52490G102   552,240 8,000 SH   SOLE   8,000 0 0
LILLY ELI & CO COM 532457108   11,145,310 23,765 SH   SOLE   23,765 0 0
MACROGENICS INC COM 556099109   1,885,859 352,497 SH   SOLE   0 0 352,497
MADRIGAL PHARMACEUTI COM 558868105   4,385,535 18,985 SH   SOLE   800 0 18,185
MEDPACE HOLDINGS COM 58506Q109   270,431 1,126 SH   SOLE   910 0 216
MERCK & CO INC COM 58933Y105   6,346,450 55,000 SH   SOLE   55,000 0 0
MERIT MEDICAL SYS COM 589889104   6,356,640 76,000 SH   SOLE   0 0 76,000
MINERALYS THERAPEUTI COM 603170101   10,480,857 614,713 SH   SOLE   516,066 0 98,647
MIRATI THERAPEUTICS COM 60468T105   5,367,220 148,553 SH   SOLE   52,956 0 95,597
MODERNA INC COM 60770K107   1,558,602 12,828 SH   SOLE   10,400 0 2,428
MOONLAKE IMMUNOTHERA CL A 61559X104   9,414,090 184,590 SH   SOLE   56,184 0 128,406
NEUROCRINE BIOSCIENC COM 64125C109   326,278 3,460 SH   SOLE   2,800 0 660
OCULAR THERAPEUTIX COM 67576A100   4,141,829 802,680 SH   SOLE   30,700 0 771,980
OLEMA PHARMACEUTICAL COM 68062P106   5,854,628 648,353 SH   SOLE   15,500 0 632,853
OPTION CARE HEALTH COM 68404L201   12,671,100 390,000 SH   SOLE   105,000 0 285,000
PMV PHARMACEUTICALS COM 69353Y103   2,079,885 332,250 SH   SOLE   0 0 332,250
PTC THERAPEUTICS I COM 69366J200   9,423,076 231,696 SH   SOLE   5,125 0 226,571
PFIZER INC COM 717081103   5,773,432 157,400 SH   SOLE   157,400 0 0
PRIVIA HEALTH GROUP COM 74276R102   13,227,900 506,622 SH   SOLE   129,310 0 377,312
RADNET INC COM 750491102   13,003,441 398,634 SH   SOLE   108,796 0 289,838
RALLYBIO CORP COM 75120L100   2,127,934 375,960 SH   SOLE   0 0 375,960
REATA PHARMACEUTIC CL A 75615P103   4,843,100 47,500 SH   SOLE   0 0 47,500
REGENERON PHARMCTCLS COM 75886F107   2,296,454 3,196 SH   SOLE   2,590 0 606
REPLIMUNE GROUP INC COM 76029N106   5,538,922 238,541 SH   SOLE   80,316 0 158,225
ROCKET PHARMACEUTICA COM 77313F106   3,790,997 190,790 SH   SOLE   0 0 190,790
R1 RCM INC COM 77634L105   14,929,629 809,194 SH   SOLE   186,194 0 623,000
SPDR SER TR S&P BIOTECH 78464A870   1,500,262 18,032 SH   SOLE   0 0 18,032
SANOFI SPN ADR 80105N105   587,294 10,896 SH   SOLE   8,900 0 1,996
SAREPTA THERAPEUTICS COM 803607100   6,006,460 52,449 SH   SOLE   21,260 0 31,189
SCHOLAR ROCK HLDG COM 80706P103   1,852,842 245,735 SH   SOLE   0 0 245,735
SEAGEN INC COM 81181C104   1,542,567 8,015 SH   SOLE   6,500 0 1,515
SHOCKWAVE MEDICAL COM 82489T104   5,408,520 18,950 SH   SOLE   5,750 0 13,200
SILK ROAD MEDICAL COM 82710M100   2,615,445 80,500 SH   SOLE   80,500 0 0
ARS PHARMACEUTICALS COM 82835W108   8,412,788 1,255,640 SH   SOLE   356,488 0 899,152
SUMMIT THERAPEUTICS COM 86627T108   125,500 50,000 SH   SOLE   50,000 0 0
SUTRO BIOPHARMA IN COM 869367102   1,863,004 400,646 SH   SOLE   0 0 400,646
TELA BIO INC COM 872381108   1,806,908 178,372 SH   SOLE   0 0 178,372
TEMPEST THERAPEUTICS COM 87978U108   278,630 219,394 SH   SOLE   214,134 0 5,260
TENET HEALTHCARE COM 88033G407   7,446,270 91,500 SH   SOLE   0 0 91,500
THERMO FISHER SCI COM 883556102   3,738,339 7,165 SH   SOLE   7,165 0 0
TRAVERE THERAPEUTICS COM 89422G107   6,686,408 435,313 SH   SOLE   143,021 0 292,292
TREACE MED CONCEPT COM 89455T109   9,706,152 379,443 SH   SOLE   129,956 0 249,487
2SEVENTY BIO INC COM 901384107   4,680,348 462,485 SH   SOLE   198,419 0 264,066
UNITED THERAPEUTICS COM 91307C102   496,025 2,247 SH   SOLE   1,815 0 432
UNITEDHEALTH GRP INC COM 91324P102   11,018,672 22,925 SH   SOLE   22,925 0 0
VAXCYTE INC COM 92243G108   5,442,311 108,977 SH   SOLE   5,350 0 103,627
VERA THERAPEUTICS CL A 92337R101   5,643,918 351,646 SH   SOLE   116,645 0 235,001
VERTEX PHARMACEUTICL COM 92532F100   2,872,993 8,164 SH   SOLE   6,619 0 1,545
ZAI LAB LTD ADR 98887Q104   221,840 8,000 SH   SOLE   8,000 0 0
ZENTALIS PHARMACEU COM 98943L107   6,601,140 234,000 SH   SOLE   0 0 234,000
ALKERMES PLC SHS G01767105   7,580,015 242,173 SH   SOLE   9,150 0 233,023
HORIZON THERAPEUTICS SHS G46188101   812,412 7,899 SH   SOLE   6,450 0 1,449
ICON PLC SHS G4705A100   12,002,594 47,972 SH   SOLE   14,750 0 33,222
JAZZ PHARMA PLC SHS USD G50871105   413,316 3,334 SH   SOLE   2,700 0 634
MEDTRONIC PLC SHS G5960L103   3,528,493 40,051 SH   SOLE   40,051 0 0
PROTHENA CORP PLC SHS G72800108   10,368,181 151,848 SH   SOLE   30,109 0 121,739
ROIVANT SCIENCES LTD SHS G76279101   256,304 25,427 SH   SOLE   21,000 0 4,427
ROYALTY PHARMA PLC SHS CL A G7709Q104   472,228 15,362 SH   SOLE   12,440 0 2,922