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
ABBOTT LABS COM 002824100 9,647 68,548 SH   SOLE   68,548 0 0
ABBVIE INC COM 00287Y109 9,316 68,800 SH   SOLE   68,800 0 0
AEROVATE THERAPEUTICS INC COM 008064107 3,334 282,764 SH   SOLE   30,810 0 251,954
AGILENT TECHNOLOGIES INC COM 00846U101 655 4,100 SH   SOLE   4,100 0 0
AGILITI INC COM 00848J104 10,416 449,747 SH   SOLE   68,445 0 381,302
ALIGN TECHNOLOGY INC COM 016255101 5,432 8,265 SH   SOLE   8,265 0 0
ALIGNMENT HEALTHCARE INC COM 01625V104 10,256 729,452 SH   SOLE   229,500 0 499,952
ALIGOS THERAPEUTICS INC COM 01626L105 201 16,908 SH   SOLE   16,908 0 0
ALLOVIR INC COM 019818103 3,378 261,051 SH   SOLE   28,850 0 232,201
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 1,288 7,596 SH   SOLE   7,596 0 0
AMGEN INC COM 031162100 2,689 11,953 SH   SOLE   11,953 0 0
AMICUS THERAPEUTICS INC COM 03152W109 14,355 1,242,882 SH   SOLE   60,625 0 1,182,257
ANTHEM INC COM 036752103 2,607 5,625 SH   SOLE   5,625 0 0
ARCUS BIOSCIENCES INC COM 03969F109 11,462 283,210 SH   SOLE   15,250 0 267,960
ARCUTIS BIOTHERAPEUTICS INC COM 03969K108 5,055 243,736 SH   SOLE   21,580 0 222,156
ARENA PHARMACEUTICALS INC COM NEW 040047607 21,380 230,043 SH   SOLE   10,901 0 219,142
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 6,948 104,800 SH   SOLE   6,300 0 98,500
ARVINAS INC COM 04335A105 14,638 178,213 SH   SOLE   34,013 0 144,200
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 825 6,129 SH   SOLE   6,129 0 0
ATRICURE INC COM 04963C209 16,076 231,214 SH   SOLE   45,862 0 185,352
BEIGENE LTD SPONSORED ADR 07725L102 1,295 4,780 SH   SOLE   4,780 0 0
BELLUS HEALTH INC NEW COM NEW 07987C204 5,812 721,966 SH   SOLE   249,356 0 472,610
BERKELEY LTS INC COM 084310101 5,306 291,835 SH   SOLE   22,150 0 269,685
BETTER THERAPEUTICS INC COMMON STOCK 08773T104 4,528 973,833 SH   SOLE   404,000 0 569,833
BIOMARIN PHARMACEUTICAL INC COM 09061G101 895 10,130 SH   SOLE   10,130 0 0
BIOGEN INC COM 09062X103 4,098 17,082 SH   SOLE   17,082 0 0
BIONTECH SE SPONSORED ADS 09075V102 762 2,955 SH   SOLE   2,955 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 7,048 65,800 SH   SOLE   3,800 0 62,000
BOSTON SCIENTIFIC CORP COM 101137107 5,532 130,226 SH   SOLE   130,226 0 0
BRIDGEBIO PHARMA INC COM 10806X102 4,720 282,950 SH   SOLE   15,450 0 267,500
CERTARA INC COM 15687V109 9,959 350,438 SH   SOLE   123,309 0 227,129
CHECKMATE PHARMACEUTICALS IN COM 162818108 1,555 541,766 SH   SOLE   541,766 0 0
CONVEY HLDG PARENT INC COM 21258C108 4,389 524,973 SH   SOLE   0 0 524,973
DANAHER CORPORATION COM 235851102 5,519 16,775 SH   SOLE   16,775 0 0
DEFINITIVE HEALTHCARE CORP CLASS A COM 24477E103 7,797 285,299 SH   SOLE   79,562 0 205,737
DENALI THERAPEUTICS INC COM 24823R105 8,456 189,600 SH   SOLE   14,250 0 175,350
DEXCOM INC COM 252131107 2,725 5,075 SH   SOLE   5,075 0 0
DR REDDYS LABS LTD ADR 256135203 196 3,004 SH   SOLE   3,004 0 0
DOXIMITY INC CL A 26622P107 1,943 38,750 SH   SOLE   38,750 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 1,425 11,000 SH   SOLE   11,000 0 0
EFFECTOR THERAPEUTICS INC COM 28202V108 19,729 2,382,744 SH   SOLE   2,382,744 0 0
EVOLENT HEALTH INC CL A 30050B101 15,274 552,001 SH   SOLE   117,859 0 434,142
EXELIXIS INC COM 30161Q104 7,494 409,940 SH   SOLE   34,940 0 375,000
EXSCIENTIA PLC ADS 30223G102 5,956 301,433 SH   SOLE   111,351 0 190,082
FATE THERAPEUTICS INC COM 31189P102 11,302 193,160 SH   SOLE   10,160 0 183,000
FUSION PHARMACEUTICALS INC COM 36118A100 159 38,198 SH   SOLE   38,198 0 0
GILEAD SCIENCES INC COM 375558103 1,663 22,900 SH   SOLE   22,900 0 0
GUARDANT HEALTH INC COM 40131M109 477 4,770 SH   SOLE   4,770 0 0
HEALTH CATALYST INC COM 42225T107 9,578 241,739 SH   SOLE   0 0 241,739
HUMANA INC COM 444859102 2,273 4,900 SH   SOLE   4,900 0 0
ILLUMINA INC COM 452327109 1,507 3,960 SH   SOLE   3,960 0 0
INARI MED INC COM 45332Y109 14,927 163,550 SH   SOLE   37,050 0 126,500
INCYTE CORP COM 45337C102 430 5,860 SH   SOLE   5,860 0 0
INSMED INC COM PAR $.01 457669307 14,392 528,342 SH   SOLE   23,871 0 504,471
INSPIRE MED SYS INC COM 457730109 11,883 51,650 SH   SOLE   0 0 51,650
INTELLIA THERAPEUTICS INC COM 45826J105 8,466 71,600 SH   SOLE   2,700 0 68,900
INVITAE CORP COM 46185L103 6,272 410,763 SH   SOLE   0 0 410,763
ITEOS THERAPEUTICS INC COM 46565G104 3,725 80,000 SH   SOLE   0 0 80,000
JOHNSON & JOHNSON COM 478160104 12,745 74,500 SH   SOLE   74,500 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102 326 7,000 SH   SOLE   7,000 0 0
LILLY ELI & CO COM 532457108 8,139 29,465 SH   SOLE   29,465 0 0
MEI PHARMA INC COM NEW 55279B202 3,770 1,412,067 SH   SOLE   148,980 0 1,263,087
MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107 4,609 110,000 SH   SOLE   0 0 110,000
MERCK & CO INC COM 58933Y105 3,851 50,250 SH   SOLE   50,250 0 0
MIRATI THERAPEUTICS INC COM 60468T105 11,125 75,837 SH   SOLE   23,590 0 52,247
MODERNA INC COM 60770K107 4,586 18,055 SH   SOLE   18,055 0 0
NATERA INC COM 632307104 4,655 49,850 SH   SOLE   0 0 49,850
NEOGENOMICS INC COM NEW 64049M209 5,033 147,500 SH   SOLE   0 0 147,500
908 DEVICES INC COM 65443P102 3,489 134,872 SH   SOLE   12,415 0 122,457
NOVAVAX INC COM NEW 670002401 6,338 44,300 SH   SOLE   4,300 0 40,000
OLINK HLDG AB SPONSORED ADS 680710100 3,109 170,804 SH   SOLE   12,761 0 158,043
PTC THERAPEUTICS INC COM 69366J200 10,447 262,291 SH   SOLE   10,000 0 252,291
PFIZER INC COM 717081103 12,306 208,400 SH   SOLE   208,400 0 0
PRIVIA HEALTH GROUP INC COM 74276R102 10,390 401,629 SH   SOLE   126,388 0 275,241
R1 RCM INC COM 749397105 15,485 607,494 SH   SOLE   118,194 0 489,300
RALLYBIO CORP COM 75120L100 2,874 301,226 SH   SOLE   38,165 0 263,061
REGENERON PHARMACEUTICALS COM 75886F107 2,153 3,410 SH   SOLE   3,410 0 0
REPARE THERAPEUTICS INC COM 760273102 4,361 206,785 SH   SOLE   18,550 0 188,235
ROCKET PHARMACEUTICALS INC COM 77313F106 8,360 382,975 SH   SOLE   69,185 0 313,790
SEAGEN INC COM 81181C104 5,709 36,930 SH   SOLE   36,930 0 0
SHOCKWAVE MED INC COM 82489T104 6,242 35,000 SH   SOLE   0 0 35,000
SIGHT SCIENCES INC COM 82657M105 2,987 170,000 SH   SOLE   0 0 170,000
SILK RD MED INC COM 82710M100 8,905 209,000 SH   SOLE   0 0 209,000
SONENDO INC COM 835431107 1,987 345,017 SH   SOLE   0 0 345,017
STAAR SURGICAL CO COM PAR $0.01 852312305 5,706 62,500 SH   SOLE   0 0 62,500
STRYKER CORPORATION COM 863667101 2,300 8,600 SH   SOLE   8,600 0 0
SYNEOS HEALTH INC CL A 87166B102 16,866 164,256 SH   SOLE   37,556 0 126,700
TALARIS THERAPEUTICS INC COM 87410C104 3,984 260,577 SH   SOLE   0 0 260,577
TANDEM DIABETES CARE INC COM NEW 875372203 2,374 15,775 SH   SOLE   15,775 0 0
TELADOC HEALTH INC COM 87918A105 2,089 22,750 SH   SOLE   22,750 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 11,682 143,000 SH   SOLE   0 0 143,000
TG THERAPEUTICS INC COM 88322Q108 7,599 399,949 SH   SOLE   18,449 0 381,500
THERMO FISHER SCIENTIFIC INC COM 883556102 11,443 17,150 SH   SOLE   17,150 0 0
TREACE MED CONCEPTS INC COM 89455T109 4,306 231,024 SH   SOLE   0 0 231,024
TURNING POINT THERAPEUTICS I COM 90041T108 10,482 219,750 SH   SOLE   10,000 0 209,750
UNITEDHEALTH GROUP INC COM 91324P102 15,215 30,300 SH   SOLE   30,300 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 1,707 7,771 SH   SOLE   7,771 0 0
VIR BIOTECHNOLOGY INC COM 92764N102 251 6,000 SH   SOLE   6,000 0 0
ZAI LAB LTD ADR 98887Q104 566 9,000 SH   SOLE   9,000 0 0
BABYLON HOLDINGS LTD CL A SHS G07031100 1,855 318,100 SH   SOLE   318,100 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101 5,288 49,075 SH   SOLE   49,075 0 0
ICON PLC SHS G4705A100 681 2,200 SH   SOLE   2,200 0 0
MEDTRONIC PLC SHS G5960L103 4,831 46,701 SH   SOLE   46,701 0 0
ORTHO CLINICAL DIAGNOSTICS H ORD SHS G6829J107 18,617 870,347 SH   SOLE   205,000 0 665,347
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 248 3,270 SH   SOLE   3,270 0 0
PROCAPS GROUP S A SHS L7756P102 2,138 219,244 SH   SOLE   219,244 0 0
AFFIMED N V COM N01045108 373 67,500 SH   SOLE   67,500 0 0
STEVANATO GROUP S P A ORD SHS T9224W109 441 19,643 SH   SOLE   19,643 0 0