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 6,166 56,748 SH   SOLE   56,748 0 0
ABBVIE INC COM 00287Y109 6,172 40,300 SH   SOLE   40,300 0 0
AEROVATE THERAPEUT COM 008064107 3,064 196,038 SH   SOLE   0 0 196,038
AGILENT TECHN INC COM 00846U101 148 1,248 SH   SOLE   1,248 0 0
AGILITI INC COM 00848J104 9,091 443,247 SH   SOLE   70,545 0 372,702
ALNYLAM PHARMACUETCL COM 02043Q107 1,755 12,030 SH   SOLE   12,030 0 0
ALTIMMUNE INC COM 02155H200 1,755 150,000 SH   SOLE   0 0 150,000
AMGEN INC COM 031162100 3,963 16,290 SH   SOLE   16,290 0 0
AMICUS THERAPEUTICS COM 03152W109 6,024 560,882 SH   SOLE   23,625 0 537,257
ELEVANCE HEALTH INC COM 036752103 2,654 5,500 SH   SOLE   5,500 0 0
APELLIS PHARMACEUTIC COM 03753U106 6,930 153,250 SH   SOLE   38,850 0 114,400
ARCUS BIOSCIENCES COM 03969F109 7,901 311,782 SH   SOLE   78,111 0 233,671
ARCUTIS BIOTHERAPE COM 03969K108 3,836 180,016 SH   SOLE   6,860 0 173,156
ARGENX SE SPN ADR 04016X101 481 1,270 SH   SOLE   1,270 0 0
ARROWHEAD PHARMACEUT COM 04280A100 4,113 116,800 SH   SOLE   3,400 0 113,400
ARVINAS INC COM 04335A105 11,238 266,992 SH   SOLE   53,508 0 213,484
ASCENDIS PHARMA A S SPN ADR 04351P101 176 1,890 SH   SOLE   1,890 0 0
ASTRAZENECA SPN ADR 046353108 1,084 16,410 SH   SOLE   16,410 0 0
ATRICURE INC COM 04963C209 9,338 228,532 SH   SOLE   0 0 228,532
AXONICS INC COM 05465P101 6,724 118,650 SH   SOLE   24,150 0 94,500
BEIGENE LIMITED SPN ADR 07725L102 822 5,080 SH   SOLE   5,080 0 0
BELLUS HEALTH INC COM NEW 07987C204 4,633 501,413 SH   SOLE   184,127 0 317,286
BIOMARIN PHARMAC INC COM 09061G101 11,745 141,730 SH   SOLE   40,230 0 101,500
BIOGEN INC COM 09062X103 2,754 13,502 SH   SOLE   13,502 0 0
BIONTECH SE SPN ADR 09075V102 328 2,200 SH   SOLE   2,200 0 0
BLUEPRINT MEDICINES COM 09627Y109 4,137 81,900 SH   SOLE   3,800 0 78,100
BOSTON SCIENTIFIC COM 101137107 4,732 126,976 SH   SOLE   126,976 0 0
BRISTOL MYERS SQUIBB COM 110122108 2,811 36,500 SH   SOLE   36,500 0 0
CIGNA CORP COM 125523100 2,055 7,800 SH   SOLE   7,800 0 0
CENTENE CORP DEL COM 15135B101 4,066 48,050 SH   SOLE   48,050 0 0
CERTARA INC COM 15687V109 3,715 173,129 SH   SOLE   0 0 173,129
CONVEY HEALTH SOL HL COM 21258C108 4,160 400,000 SH   SOLE   0 0 400,000
CYTOKINETICS INC COM 23282W605 3,300 84,000 SH   SOLE   6,000 0 78,000
DANAHER CORP COM 235851102 2,187 8,625 SH   SOLE   8,625 0 0
DENALI THERAPEUTICS COM 24823R105 5,948 202,100 SH   SOLE   9,250 0 192,850
DR REDDYS LABS LTD ADR 256135203 471 8,504 SH   SOLE   8,504 0 0
EFFECTOR THERAPEUTCS COM 28202V108 3,383 2,382,644 SH   SOLE   2,382,644 0 0
EVOLENT HEALTH INC COM 30050B101 11,428 372,142 SH   SOLE   0 0 372,142
EXELIXIS INC COM 30161Q104 7,975 383,025 SH   SOLE   78,025 0 305,000
EXSCIENTIA PLC ADS 30223G102 2,193 201,388 SH   SOLE   43,306 0 158,082
FATE THERAPEUTICS COM 31189P102 4,535 183,000 SH   SOLE   0 0 183,000
FUSION PHARMACEUTI COM 36118A100 95 38,198 SH   SOLE   38,198 0 0
GILEAD SCIENCES INC COM 375558103 2,250 36,400 SH   SOLE   36,400 0 0
GUARDANT HEALTH INC COM 40131M109 192 4,770 SH   SOLE   4,770 0 0
HALOZYME THERAPEUTIC COM 40637H109 5,738 130,400 SH   SOLE   4,400 0 126,000
HEALTHEQUITY INC COM 42226A107 14,770 240,600 SH   SOLE   53,100 0 187,500
HUMANA INC COM 444859102 6,658 14,225 SH   SOLE   14,225 0 0
IRHYTHM TECHNOLOGIES COM 450056106 8,102 75,000 SH   SOLE   20,600 0 54,400
ILLUMINA INC COM 452327109 631 3,420 SH   SOLE   3,420 0 0
IMMUNOGEN INC COM 45253H101 4,231 940,244 SH   SOLE   41,638 0 898,606
INARI MED INC COM 45332Y109 12,494 183,760 SH   SOLE   19,770 0 163,990
INCYTE CORPORATION COM 45337C102 538 7,080 SH   SOLE   7,080 0 0
INSMED INC COM 457669307 10,166 515,542 SH   SOLE   11,071 0 504,471
INSPIRE MED SYS INC COM 457730109 9,435 51,650 SH   SOLE   0 0 51,650
INTELLIA THERAPEUT COM 45826J105 3,695 71,380 SH   SOLE   2,480 0 68,900
INTRA CELLULAR THERA COM 46116X101 5,183 90,800 SH   SOLE   5,000 0 85,800
IONIS PHARMACEUTICAL COM 462222100 165 4,450 SH   SOLE   4,450 0 0
IQVIA HOLDINGS INC COM 46266C105 3,472 16,000 SH   SOLE   16,000 0 0
ITEOS THERAPEUTICS COM 46565G104 3,047 147,900 SH   SOLE   0 0 147,900
JASPER THERAPEUTICS COM 471871103 1,381 715,360 SH   SOLE   65,360 0 650,000
JOHNSON & JOHNSON COM 478160104 12,044 67,850 SH   SOLE   67,850 0 0
KARUNA THERAPEUTICS COM 48576A100 3,039 24,020 SH   SOLE   1,720 0 22,300
LANTHEUS HLDGS INC COM 516544103 5,856 88,687 SH   SOLE   0 0 88,687
LEGEND BIOTECH CORP SPN ADR 52490G102 550 10,000 SH   SOLE   10,000 0 0
LILLY ELI & CO COM 532457108 5,971 18,415 SH   SOLE   18,415 0 0
MARAVAI LIFESCIENCES COM 56600D107 2,536 89,250 SH   SOLE   4,250 0 85,000
MEDPACE HOLDINGS COM 58506Q109 159 1,060 SH   SOLE   1,060 0 0
MERCK & CO INC COM 58933Y105 5,265 57,750 SH   SOLE   57,750 0 0
MEREO BIOPHARMA GR ADS 589492107 431 385,000 SH   SOLE   385,000 0 0
MIRATI THERAPEUTICS COM 60468T105 4,606 68,613 SH   SOLE   22,516 0 46,097
MODERNA INC COM 60770K107 2,585 18,093 SH   SOLE   18,093 0 0
MOLINA HEALTHCARE COM 60855R100 2,873 10,275 SH   SOLE   10,275 0 0
NEUROCRINE BIOSCIENC COM 64125C109 297 3,050 SH   SOLE   3,050 0 0
908 DEVICES INC COM 65443P102 2,713 131,757 SH   SOLE   0 0 131,757
NOVAVAX INC COM 670002401 2,530 49,200 SH   SOLE   3,000 0 46,200
PTC THERAPEUTICS I COM 69366J200 9,611 239,908 SH   SOLE   5,917 0 233,991
PFIZER INC COM 717081103 6,784 129,400 SH   SOLE   129,400 0 0
PRIVIA HEALTH GROUP COM 74276R102 8,654 297,200 SH   SOLE   53,288 0 243,912
PROMETHEUS BIOSCIENC COM 74349U108 4,870 172,505 SH   SOLE   52,000 0 120,505
RALLYBIO CORP COM 75120L100 2,607 345,317 SH   SOLE   0 0 345,317
REGENERON PHARMCTCLS COM 75886F107 1,898 3,210 SH   SOLE   3,210 0 0
ROCKET PHARMACEUTICA COM 77313F106 3,726 270,790 SH   SOLE   0 0 270,790
R1 RCM INC COM 77634L105 12,660 603,994 SH   SOLE   144,694 0 459,300
SANOFI SPN ADR 80105N105 590 11,784 SH   SOLE   11,784 0 0
SAREPTA THERAPEUTICS COM 803607100 210 2,800 SH   SOLE   2,800 0 0
SEAGEN INC COM 81181C104 5,756 32,530 SH   SOLE   32,530 0 0
SHOCKWAVE MEDICAL COM 82489T104 5,926 31,000 SH   SOLE   0 0 31,000
SILK ROAD MEDICAL COM 82710M100 8,252 226,764 SH   SOLE   0 0 226,764
STAAR SURGICAL CO COM 852312305 4,433 62,500 SH   SOLE   0 0 62,500
SYNEOS HEALTH INC CL A 87166B102 10,946 152,706 SH   SOLE   45,006 0 107,700
TALARIS THERAPEUTI COM 87410C104 1,031 228,624 SH   SOLE   0 0 228,624
TANDEM DIABETES CARE COM 875372203 6,260 105,763 SH   SOLE   0 0 105,763
TENET HEALTHCARE COM 88033G407 5,335 101,500 SH   SOLE   0 0 101,500
THERMO FISHER SCI COM 883556102 3,173 5,840 SH   SOLE   5,840 0 0
TRAVERE THERAPEUTICS COM 89422G107 5,621 232,000 SH   SOLE   59,000 0 173,000
TREACE MED CONCEPT COM 89455T109 5,402 376,678 SH   SOLE   133,654 0 243,024
TURNING POINT THERAP COM 90041T108 6,773 90,000 SH   SOLE   0 0 90,000
ULTRAGENYX PHARMAC COM 90400D108 257 4,300 SH   SOLE   4,300 0 0
UNITED THERAPEUTICS COM 91307C102 451 1,915 SH   SOLE   1,915 0 0
UNITEDHEALTH GRP INC COM 91324P102 18,452 35,925 SH   SOLE   35,925 0 0
VERTEX PHARMACEUTICL COM 92532F100 2,288 8,118 SH   SOLE   8,118 0 0
VIR BIOTECHNOLOGY COM 92764N102 107 4,200 SH   SOLE   4,200 0 0
ZAI LAB LTD ADR 98887Q104 486 14,000 SH   SOLE   14,000 0 0
ALKERMES PLC SHS G01767105 5,650 189,650 SH   SOLE   7,650 0 182,000
BIOHAVEN PHARMACTL COM G11196105 9,202 63,150 SH   SOLE   3,650 0 59,500
HORIZON THERAPEUTICS SHS G46188101 3,974 49,825 SH   SOLE   49,825 0 0
ICON PLC SHS G4705A100 7,788 35,940 SH   SOLE   13,140 0 22,800
JAZZ PHARMA PLC SHS USD G50871105 307 1,970 SH   SOLE   1,970 0 0
MEDTRONIC PLC SHS G5960L103 2,293 25,551 SH   SOLE   25,551 0 0
NOVOCURE LTD ORD SHS G6674U108 97 1,400 SH   SOLE   1,400 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 582 13,840 SH   SOLE   13,840 0 0
CRISPR THERAPEUTICS NAMEN AKT H17182108 151 2,490 SH   SOLE   2,490 0 0