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 5,007 51,748 SH   SOLE   51,748 0 0
ABBVIE INC COM 00287Y109 7,120 53,050 SH   SOLE   53,050 0 0
AGILENT TECHN INC COM 00846U101 140 1,148 SH   SOLE   1,148 0 0
AGILITI INC COM 00848J104 7,981 557,747 SH   SOLE   173,045 0 384,702
ALNYLAM PHARMACUETCL COM 02043Q107 4,540 22,680 SH   SOLE   22,680 0 0
ALTIMMUNE INC COM 02155H200 3,436 269,100 SH   SOLE   84,100 0 185,000
AMGEN INC COM 031162100 3,656 16,220 SH   SOLE   16,220 0 0
AMICUS THERAPEUTICS COM 03152W109 5,979 572,682 SH   SOLE   21,425 0 551,257
AMYLYX PHARMACEUTIC COM 03237H101 5,782 205,400 SH   SOLE   71,400 0 134,000
ELEVANCE HEALTH INC COM 036752103 1,931 4,250 SH   SOLE   4,250 0 0
APELLIS PHARMACEUTIC COM 03753U106 8,469 123,990 SH   SOLE   17,090 0 106,900
ARCUS BIOSCIENCES COM 03969F109 5,939 227,032 SH   SOLE   48,361 0 178,671
ARCUTIS BIOTHERAPE COM 03969K108 4,223 220,985 SH   SOLE   9,700 0 211,285
ARGENX SE SPN ADR 04016X101 448 1,270 SH   SOLE   1,270 0 0
ARROWHEAD PHARMACEUT COM 04280A100 3,265 98,800 SH   SOLE   3,400 0 95,400
ARVINAS INC COM 04335A105 11,103 249,567 SH   SOLE   32,083 0 217,484
ASCENDIS PHARMA A S SPN ADR 04351P101 195 1,890 SH   SOLE   1,890 0 0
ASTRAZENECA SPN ADR 046353108 1,070 19,510 SH   SOLE   19,510 0 0
ATRICURE INC COM 04963C209 8,857 226,532 SH   SOLE   0 0 226,532
AXONICS INC COM 05465P101 8,051 114,296 SH   SOLE   19,796 0 94,500
BEAM THERAPEUTICS COM 07373V105 3,130 65,700 SH   SOLE   2,200 0 63,500
BEIGENE LIMITED SPN ADR 07725L102 779 5,780 SH   SOLE   5,780 0 0
BELLUS HEALTH INC COM NEW 07987C204 6,488 614,429 SH   SOLE   162,710 0 451,719
BIOMARIN PHARMAC INC COM 09061G101 13,837 163,230 SH   SOLE   40,730 0 122,500
BIOGEN INC COM 09062X103 3,538 13,252 SH   SOLE   13,252 0 0
BIONTECH SE SPN ADR 09075V102 364 2,700 SH   SOLE   2,700 0 0
BLUEPRINT MEDICINES COM 09627Y109 7,241 109,900 SH   SOLE   3,900 0 106,000
BOSTON SCIENTIFIC COM 101137107 4,918 126,976 SH   SOLE   126,976 0 0
BRISTOL MYERS SQUIBB COM 110122108 4,656 65,500 SH   SOLE   65,500 0 0
CIGNA CORP COM 125523100 2,164 7,800 SH   SOLE   7,800 0 0
CTI BIOPHARMA CORP COM 12648L601 5,636 968,300 SH   SOLE   320,300 0 648,000
CENTENE CORP DEL COM 15135B101 3,548 45,600 SH   SOLE   45,600 0 0
CERTARA INC COM 15687V109 2,299 173,129 SH   SOLE   0 0 173,129
CINCOR PHARMA INC COM 17240Y109 6,417 195,534 SH   SOLE   58,973 0 136,561
CYTOKINETICS INC COM 23282W605 4,043 83,450 SH   SOLE   5,450 0 78,000
DANAHER CORP COM 235851102 2,228 8,625 SH   SOLE   8,625 0 0
DENALI THERAPEUTICS COM 24823R105 7,468 243,350 SH   SOLE   8,350 0 235,000
DR REDDYS LABS LTD ADR 256135203 471 9,004 SH   SOLE   9,004 0 0
EFFECTOR THERAPEUTCS COM 28202V108 1,363 2,382,644 SH   SOLE   2,382,644 0 0
EVOLENT HEALTH INC CL A 30050B101 13,371 372,142 SH   SOLE   0 0 372,142
EXELIXIS INC COM 30161Q104 8,677 553,375 SH   SOLE   18,375 0 535,000
FATE THERAPEUTICS COM 31189P102 4,101 183,000 SH   SOLE   0 0 183,000
FUSION PHARMACEUTI COM 36118A100 172 57,297 SH   SOLE   57,297 0 0
GILEAD SCIENCES INC COM 375558103 2,246 36,400 SH   SOLE   36,400 0 0
GUARDANT HEALTH INC COM 40131M109 257 4,770 SH   SOLE   4,770 0 0
HALOZYME THERAPEUTIC COM 40637H109 5,433 137,400 SH   SOLE   4,400 0 133,000
HEALTHEQUITY INC COM 42226A107 15,657 233,100 SH   SOLE   43,600 0 189,500
HUMANA INC COM 444859102 5,398 11,125 SH   SOLE   11,125 0 0
IRHYTHM TECHNOLOGIES COM 450056106 12,893 102,911 SH   SOLE   25,275 0 77,636
ILLUMINA INC COM 452327109 881 4,620 SH   SOLE   4,620 0 0
IMMUNOGEN INC COM 45253H101 4,057 848,744 SH   SOLE   35,138 0 813,606
INARI MED INC COM 45332Y109 13,242 182,293 SH   SOLE   20,250 0 162,043
INCYTE CORPORATION COM 45337C102 472 7,080 SH   SOLE   7,080 0 0
INSMED INC COM 457669307 11,074 514,092 SH   SOLE   9,621 0 504,471
INSPIRE MED SYS INC COM 457730109 7,414 41,800 SH   SOLE   0 0 41,800
INTELLIA THERAPEUT COM 45826J105 3,994 71,380 SH   SOLE   2,480 0 68,900
INTRA CELLULAR THERA COM 46116X101 5,698 122,450 SH   SOLE   5,650 0 116,800
IONIS PHARMACEUTICAL COM 462222100 197 4,450 SH   SOLE   4,450 0 0
IQVIA HOLDINGS INC COM 46266C105 3,677 20,300 SH   SOLE   20,300 0 0
JASPER THERAPEUTICS COM 471871103 316 400,000 SH   SOLE   0 0 400,000
JOHNSON & JOHNSON COM 478160104 11,084 67,850 SH   SOLE   67,850 0 0
KARUNA THERAPEUTICS COM 48576A100 4,343 19,310 SH   SOLE   1,410 0 17,900
LANTHEUS HLDGS INC COM 516544103 8,136 115,687 SH   SOLE   0 0 115,687
LEGEND BIOTECH CORP SPN ADR 52490G102 367 9,000 SH   SOLE   9,000 0 0
LILLY ELI & CO COM 532457108 5,954 18,415 SH   SOLE   18,415 0 0
MEDPACE HOLDINGS COM 58506Q109 167 1,060 SH   SOLE   1,060 0 0
MERCK & CO INC COM 58933Y105 4,973 57,750 SH   SOLE   57,750 0 0
MIRATI THERAPEUTICS COM 60468T105 4,157 59,516 SH   SOLE   13,516 0 46,000
MODERNA INC COM 60770K107 2,163 18,293 SH   SOLE   18,293 0 0
MOLINA HEALTHCARE COM 60855R100 2,070 6,275 SH   SOLE   6,275 0 0
NEUROCRINE BIOSCIENC COM 64125C109 324 3,050 SH   SOLE   3,050 0 0
NOVAVAX INC COM 670002401 46 2,550 SH   SOLE   2,550 0 0
OLEMA PHARMACEUTICAL COM 68062P106 2,437 883,056 SH   SOLE   46,000 0 837,056
OUTSET MED INC COM 690145107 797 50,000 SH   SOLE   0 0 50,000
PTC THERAPEUTICS I COM 69366J200 11,992 238,891 SH   SOLE   4,900 0 233,991
PFIZER INC COM 717081103 5,663 129,400 SH   SOLE   129,400 0 0
PRIVIA HEALTH GROUP COM 74276R102 9,305 273,200 SH   SOLE   53,288 0 219,912
PROMETHEUS BIOSCIENC COM 74349U108 6,090 103,210 SH   SOLE   23,750 0 79,460
RALLYBIO CORP COM 75120L100 3,377 233,381 SH   SOLE   0 0 233,381
REGENERON PHARMCTCLS COM 75886F107 2,287 3,320 SH   SOLE   3,320 0 0
ROCKET PHARMACEUTICA COM 77313F106 4,322 270,790 SH   SOLE   0 0 270,790
R1 RCM INC COM 77634L105 12,648 682,594 SH   SOLE   160,194 0 522,400
SANOFI SPN ADR 80105N105 338 8,900 SH   SOLE   8,900 0 0
SAREPTA THERAPEUTICS COM 803607100 310 2,800 SH   SOLE   2,800 0 0
SEAGEN INC COM 81181C104 3,376 24,670 SH   SOLE   24,670 0 0
SHOCKWAVE MEDICAL COM 82489T104 8,231 29,600 SH   SOLE   0 0 29,600
SIGNIFY HEALTH INC CL A COM 82671G100 4,373 150,000 SH   SOLE   0 0 150,000
SILK ROAD MEDICAL COM 82710M100 5,130 114,000 SH   SOLE   0 0 114,000
SILVERBACK THERAPEUT COM 82835W108 5,519 1,045,234 SH   SOLE   426,882 0 618,352
STAAR SURGICAL CO COM 852312305 4,409 62,500 SH   SOLE   0 0 62,500
STRYKER CORP COM 863667101 2,106 10,400 SH   SOLE   10,400 0 0
SYNEOS HEALTH INC CL A 87166B102 8,622 182,856 SH   SOLE   63,156 0 119,700
TENET HEALTHCARE COM 88033G407 5,235 101,500 SH   SOLE   0 0 101,500
THERMO FISHER SCI COM 883556102 2,962 5,840 SH   SOLE   5,840 0 0
TRAVERE THERAPEUTICS COM 89422G107 6,153 249,700 SH   SOLE   66,508 0 183,192
TREACE MED CONCEPT COM 89455T109 5,378 243,674 SH   SOLE   56,150 0 187,524
UNITED THERAPEUTICS COM 91307C102 401 1,915 SH   SOLE   1,915 0 0
UNITEDHEALTH GRP INC COM 91324P102 16,729 33,125 SH   SOLE   33,125 0 0
VERTEX PHARMACEUTICL COM 92532F100 2,293 7,918 SH   SOLE   7,918 0 0
ZAI LAB LTD ADR 98887Q104 479 14,000 SH   SOLE   14,000 0 0
ZENTALIS PHARMACEU COM 98943L107 1,300 60,000 SH   SOLE   0 0 60,000
ALKERMES PLC SHS G01767105 5,189 232,400 SH   SOLE   11,400 0 221,000
HORIZON THERAPEUTICS SHS G46188101 5,846 94,450 SH   SOLE   6,950 0 87,500
ICON PLC SHS G4705A100 9,910 53,925 SH   SOLE   15,425 0 38,500
JAZZ PHARMA PLC SHS USD G50871105 263 1,970 SH   SOLE   1,970 0 0
MEDTRONIC PLC SHS G5960L103 2,548 31,551 SH   SOLE   31,551 0 0
NOVOCURE LTD ORD SHS G6674U108 122 1,600 SH   SOLE   1,600 0 0
ROYALTY PHARMA PLC SHS CL A G7709Q104 488 12,140 SH   SOLE   12,140 0 0
CRISPR THERAPEUTICS NAMEN AKT H17182108 163 2,490 SH   SOLE   2,490 0 0