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 COMMON 002824100   5,084,431 52,498 SH   SOLE   52,498 0 0
ABBVIE INC COMMON 00287Y109   5,858,058 39,300 SH   SOLE   39,300 0 0
ACADIA PHARMACEUTCLS COMMON 004225108   4,375,566 209,960 SH   SOLE   10,000 0 199,960
ARCUTIS BIOTHERAPEUTICS COMMON 03969K108   23,136 4,357 SH   SOLE   0 0 4,357
ALLAKOS INC COMMON 01671P100   1,748,200 770,132 SH   SOLE   0 0 770,132
ALNYLAM PHARMACUETCL COMMON 02043Q107   5,128,816 28,960 SH   SOLE   26,800 0 2,160
ALPHATEC HOLDINGS IN COM NEW 02081G201   3,195,095 246,345 SH   SOLE   0 0 246,345
AMGEN INC COMMON 031162100   7,542,749 28,065 SH   SOLE   24,000 0 4,065
AMICUS THERAPEUTICS COMMON 03152W109   9,770,122 803,464 SH   SOLE   168,525 0 634,939
AMYLYX PHARMACEUTIC COMMON 03237H101   1,348,623 73,655 SH   SOLE   70,090 0 3,565
ANNEXON INC COMMON 03589W102   2,121,133 898,785 SH   SOLE   0 0 898,785
APELLIS PHARMACEUTIC COMMON 03753U106   198,569 5,220 SH   SOLE   3,500 0 1,720
ARCUS BIOSCIENCES COMMON 03969F109   6,739,435 375,456 SH   SOLE   101,725 0 273,731
ARGENX SE SPN ADR 04016X101   603,230 1,227 SH   SOLE   850 0 377
ARROWHEAD PHARMACEUT COMMON 04280A100   4,233,422 157,552 SH   SOLE   5,500 0 152,052
ARVINAS INC COMMON 04335A105   137,676 7,010 SH   SOLE   5,100 0 1,910
ASCENDIS PHARMA A S SPN ADR 04351P101   397,127 4,241 SH   SOLE   2,940 0 1,301
ASTRAZENECA SPN ADR 046353108   1,680,810 24,820 SH   SOLE   17,210 0 7,610
ATEA PHARMACEUTICALS COMMON 04683R106   1,801,383 600,461 SH   SOLE   0 0 600,461
ATRICURE INC COMMON 04963C209   10,360,102 236,532 SH   SOLE   63,000 0 173,532
AXONICS INC COMMON 05465P101   9,705,954 172,950 SH   SOLE   45,000 0 127,950
BEIGENE LIMITED SPN ADR 07725L102   599,327 3,332 SH   SOLE   2,810 0 522
BIOMARIN PHARMAC INC COMMON 09061G101   12,837,563 145,090 SH   SOLE   45,600 0 99,490
BIOGEN INC COMMON 09062X103   3,858,234 15,012 SH   SOLE   13,002 0 2,010
BIONTECH SE SPON ADS 09075V102   374,265 3,445 SH   SOLE   2,450 0 995
BIOATLA INC COMMON 09077B104   1,200,305 706,062 SH   SOLE   0 0 706,062
BLUEPRINT MEDICINES COMMON 09627Y109   8,330,996 165,890 SH   SOLE   4,550 0 161,340
BOSTON SCIENTIFIC COMMON 101137107   5,225,933 98,976 SH   SOLE   98,976 0 0
BRIDGEBIO PHARMA INC COMMON 10806X102   4,751,742 180,195 SH   SOLE   8,100 0 172,095
CONMED CORP COMMON 207410101   11,496,900 114,000 SH   SOLE   20,000 0 94,000
CYTOKINETICS INC COMMON 23282W605   3,485,206 118,303 SH   SOLE   5,850 0 112,453
DANAHER CORP COMMON 235851102   2,722,898 10,975 SH   SOLE   10,975 0 0
DENALI THERAPEUTICS COMMON 24823R105   5,259,433 254,941 SH   SOLE   8,500 0 246,441
DEXCOM INC COMMON 252131107   2,957,610 31,700 SH   SOLE   31,700 0 0
DOCGO INC COMMON 256086109   3,471,962 651,400 SH   SOLE   189,760 0 461,640
DR REDDYS LABS LTD ADR 256135203   300,915 4,500 SH   SOLE   4,500 0 0
EDWARDS LIFESCIENCE COMMON 28176E108   3,408,576 49,200 SH   SOLE   49,200 0 0
EFFECTOR THERAPEUTCS COMMON 28202V108   1,429,348 2,382,644 SH   SOLE   2,382,644 0 0
EVOLENT HEALTH INC CL A 30050B101   10,432,957 383,142 SH   SOLE   0 0 383,142
EXELIXIS INC COMMON 30161Q104   272,688 12,480 SH   SOLE   8,700 0 3,780
EYEPOINT PHARMA COMMON 30233G209   1,406,879 176,080 SH   SOLE   0 0 176,080
FUSION PHARMACEUTI COMMON 36118A100   148,972 57,297 SH   SOLE   57,297 0 0
GENERATION BIO CO COMMON 37148K100   1,352,045 356,740 SH   SOLE   0 0 356,740
GILEAD SCIENCES INC COMMON 375558103   2,858,961 38,150 SH   SOLE   26,500 0 11,650
GLAUKOS CORP COMMON 377322102   5,192,250 69,000 SH   SOLE   0 0 69,000
GOODRX HLDGS INC COMMON 38246G108   5,669,410 1,007,000 SH   SOLE   462,000 0 545,000
HALOZYME THERAPEUTIC COMMON 40637H109   5,577,200 146,000 SH   SOLE   0 0 146,000
HEALTHEQUITY INC COMMON 42226A107   10,510,069 143,875 SH   SOLE   0 0 143,875
HUMANA INC COMMON 444859102   3,563,759 7,325 SH   SOLE   7,325 0 0
IRHYTHM TECHNOLOGIES COMMON 450056106   3,110,580 33,000 SH   SOLE   0 0 33,000
ILLUMINA INC COMMON 452327109   864,864 6,300 SH   SOLE   4,370 0 1,930
IMMUNOGEN INC COMMON 45253H101   7,365,457 464,112 SH   SOLE   12,938 0 451,174
INARI MED INC COMMON 45332Y109   9,028,012 138,043 SH   SOLE   0 0 138,043
INCYTE CORPORATION COMMON 45337C102   557,192 9,645 SH   SOLE   6,680 0 2,965
INSMED INC COMMON 457669307   8,771,648 347,392 SH   SOLE   9,221 0 338,171
INSULET CORP COMMON 45784P101   5,857,270 36,725 SH   SOLE   14,750 0 21,975
INTELLIA THERAPEUT COMMON 45826J105   3,551,938 112,332 SH   SOLE   0 0 112,332
INTRA CELLULAR THERA COMMON 46116X101   6,442,491 123,680 SH   SOLE   4,900 0 118,780
IOVANCE BIOTHERAPEUT COMMON 462260100   4,481,750 985,000 SH   SOLE   275,000 0 710,000
IQVIA HOLDINGS INC COMMON 46266C105   3,738,250 19,000 SH   SOLE   19,000 0 0
ITEOS THERAPEUTICS COMMON 46565G104   1,698,071 155,075 SH   SOLE   0 0 155,075
JOHNSON & JOHNSON COMMON 478160104   8,854,388 56,850 SH   SOLE   56,850 0 0
KARUNA THERAPEUTICS COMMON 48576A100   4,392,958 25,980 SH   SOLE   1,480 0 24,500
LANTHEUS HLDGS INC COMMON 516544103   4,932,177 70,987 SH   SOLE   0 0 70,987
LEGEND BIOTECH CORP SPON ADS 52490G102   448,024 6,670 SH   SOLE   5,700 0 970
LILLY ELI & CO COMMON 532457108   12,496,329 23,265 SH   SOLE   23,265 0 0
MACROGENICS INC COMMON 556099109   1,803,425 387,001 SH   SOLE   0 0 387,001
MADRIGAL PHARMACEUTI COMMON 558868105   3,052,382 20,901 SH   SOLE   800 0 20,101
MEDPACE HOLDINGS COMMON 58506Q109   285,956 1,181 SH   SOLE   820 0 361
MERCK & CO INC COMMON 58933Y105   5,662,250 55,000 SH   SOLE   55,000 0 0
MERIT MEDICAL SYS COMMON 589889104   5,452,580 79,000 SH   SOLE   0 0 79,000
MINERALYS THERAPEUTI COMMON 603170101   7,995,618 840,759 SH   SOLE   523,116 0 317,643
MIRATI THERAPEUTICS COMMON 60468T105   7,923,738 181,904 SH   SOLE   44,563 0 137,341
MODERNA INC COMMON 60770K107   1,549,350 15,000 SH   SOLE   10,400 0 4,600
MOONLAKE IMMUNOTHERA CLASS A 61559X104   5,584,005 97,965 SH   SOLE   31,234 0 66,731
NEUROCRINE BIOSCIENC COMMON 64125C109   453,938 4,035 SH   SOLE   2,800 0 1,235
OCULAR THERAPEUTIX COMMON 67576A100   3,043,759 969,350 SH   SOLE   41,200 0 928,150
OLEMA PHARMACEUTICAL COMMON 68062P106   5,405,002 437,652 SH   SOLE   11,200 0 426,452
OPTION CARE HEALTH COMMON 68404L201   12,147,425 375,500 SH   SOLE   90,500 0 285,000
PMV PHARMACEUTICALS COMMON 69353Y103   1,865,479 303,824 SH   SOLE   0 0 303,824
PTC THERAPEUTICS I COMMON 69366J200   4,191,029 187,016 SH   SOLE   5,125 0 181,891
PFIZER INC COMMON 717081103   5,220,958 157,400 SH   SOLE   157,400 0 0
PRIVIA HEALTH GROUP COMMON 74276R102   11,376,306 494,622 SH   SOLE   117,310 0 377,312
PROGYNY INC COMMON 74340E103   4,082,400 120,000 SH   SOLE   0 0 120,000
RADNET INC COMMON 750491102   10,405,887 369,134 SH   SOLE   79,296 0 289,838
RALLYBIO CORP COMMON 75120L100   1,266,985 375,960 SH   SOLE   0 0 375,960
REGENERON PHARMCTCLS COMMON 75886F107   3,061,411 3,720 SH   SOLE   2,580 0 1,140
REPLIMUNE GROUP INC COMMON 76029N106   4,637,768 271,056 SH   SOLE   80,316 0 190,740
REVOLUTION MEDICIN COMMON 76155X100   3,948,552 142,650 SH   SOLE   6,000 0 136,650
ROCKET PHARMACEUTICA COMMON 77313F106   4,651,845 227,030 SH   SOLE   8,500 0 218,530
R1 RCM INC COMMON 77634L105   11,215,004 744,194 SH   SOLE   176,194 0 568,000
SPDR SER TR S&P BIOTECH 78464A870   1,801,769 24,675 SH   SOLE   0 0 24,675
SANOFI SPN ADR 80105N105   688,201 12,830 SH   SOLE   8,900 0 3,930
SAREPTA THERAPEUTICS COMMON 803607100   2,182,687 18,006 SH   SOLE   16,460 0 1,546
SCHOLAR ROCK HLDG COMMON 80706P103   2,203,826 310,398 SH   SOLE   0 0 310,398
SEAGEN INC COMMON 81181C104   1,953,902 9,210 SH   SOLE   6,400 0 2,810
SHOCKWAVE MEDICAL COMMON 82489T104   3,464,340 17,400 SH   SOLE   0 0 17,400
ARS PHARMACEUTICALS COMMON 82835W108   3,965,942 1,049,191 SH   SOLE   302,088 0 747,103
STAAR SURGICAL CO COMMON 852312305   1,888,460 47,000 SH   SOLE   0 0 47,000
SUMMIT THERAPEUTICS COMMON 86627T108   37,400 20,000 SH   SOLE   20,000 0 0
SUTRO BIOPHARMA IN COMMON 869367102   1,500,216 432,339 SH   SOLE   0 0 432,339
TELA BIO INC COMMON 872381108   4,200,000 525,000 SH   SOLE   215,000 0 310,000
TENET HEALTHCARE COMMON 88033G407   6,028,935 91,500 SH   SOLE   0 0 91,500
THERMO FISHER SCI COMMON 883556102   3,626,708 7,165 SH   SOLE   7,165 0 0
TURNSTONE BIOLOGICS COMMON 90042W100   2,039,533 517,648 SH   SOLE   517,648 0 0
UNITED THERAPEUTICS COMMON 91307C102   590,650 2,615 SH   SOLE   1,815 0 800
UNITEDHEALTH GRP INC COMMON 91324P102   8,533,416 16,925 SH   SOLE   16,925 0 0
VAXCYTE INC COMMON 92243G108   6,180,305 121,230 SH   SOLE   5,350 0 115,880
VENTYX BIOSCIENCES I COMMON 92332V107   3,056,240 88,000 SH   SOLE   4,000 0 84,000
VERASTEM INC COMMON 92337C203   1,653,049 203,327 SH   SOLE   0 0 203,327
VERA THERAPEUTICS CL A 92337R101   4,896,376 357,139 SH   SOLE   116,733 0 240,406
VERALTO CORPORATION COMMON 92338C103   309,320 3,658 SH   SOLE   3,658 0 0
VERTEX PHARMACEUTICL COMMON 92532F100   3,049,332 8,769 SH   SOLE   6,069 0 2,700
ZAI LAB LTD ADR 98887Q104   72,930 3,000 SH   SOLE   3,000 0 0
ZENTALIS PHARMACEU COMMON 98943L107   7,753,692 386,525 SH   SOLE   80,700 0 305,825
ALKERMES PLC SHS G01767105   6,841,723 244,260 SH   SOLE   9,150 0 235,110
HORIZON THERAPEUTICS SHS G46188101   290,960 2,515 SH   SOLE   0 0 2,515
ICON PLC SHS G4705A100   8,289,514 33,663 SH   SOLE   11,850 0 21,813
JAZZ PHARMA PLC SHS USD G50871105   506,628 3,914 SH   SOLE   2,700 0 1,214
MEDTRONIC PLC SHS G5960L103   3,138,396 40,051 SH   SOLE   40,051 0 0
PROTHENA CORP PLC SHS G72800108   8,318,638 172,407 SH   SOLE   34,629 0 137,778
ROIVANT SCIENCES LTD SHS G76279101   355,621 30,447 SH   SOLE   22,000 0 8,447
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   487,163 17,950 SH   SOLE   12,440 0 5,510