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

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ABBOTT LABSCOM0028241008,02173,698SH SOLE 73,69800
ABBVIE INCCOM00287Y1097,55586,250SH SOLE 86,25000
ACADIA PHARMACEUTICALS INCCOM00422510822,956556,514SH SOLE 39,1500517,364
ACUTUS MED INCCOM00511110915,858532,158SH SOLE 60,3110471,847
ALEXION PHARMACEUTICALS INCCOM0153511095,86851,276SH SOLE 0051,276
ALIGN TECHNOLOGY INCCOM01625510111,88336,300SH SOLE 0036,300
ALLOVIR INCCOM0198181037,639277,795SH SOLE 15,7460262,049
AMEDISYS INCCOM0234361083,74215,825SH SOLE 0015,825
AMERICAN WELL CORPCL A03044L10517,937605,150SH SOLE 123,4550481,695
AMGEN INCCOM0311621006,19024,353SH SOLE 24,35300
AMICUS THERAPEUTICS INCCOM03152W10930,4092,153,633SH SOLE 175,05401,978,579
APREA THERAPEUTICS INCCOM03836J10222,031915,681SH SOLE 915,68100
ARCUS BIOSCIENCES INCCOM03969F10915,817922,800SH SOLE 137,8000785,000
ARENA PHARMACEUTICALS INCCOM NEW04004760730,657409,905SH SOLE 33,5000376,405
ARGENX SESPONSORED ADR04016X1016562,500SH SOLE 2,50000
ARVINAS INCCOM04335A10516,563701,512SH SOLE 97,3000604,212
ASSEMBLY BIOSCIENCES INCCOM04539610815,062916,185SH SOLE 58,7990857,386
ATRICURE INCCOM04963C20928,278708,717SH SOLE 73,2120635,505
AVEO PHARMACEUTICALS INCCOM NEW053588307594100,000SH SOLE 100,00000
BIOMARIN PHARMACEUTICAL INCCOM09061G10111,513151,322SH SOLE 18,5900132,732
BIOGEN INCCOM09062X1036,42022,632SH SOLE 22,63200
BLUEPRINT MEDICINES CORPCOM09627Y10927,322294,733SH SOLE 30,7100264,023
BOSTON SCIENTIFIC CORPCOM10113710714,405376,987SH SOLE 136,7260240,261
BRISTOL-MYERS SQUIBB COCOM11012210811,912197,574SH SOLE 197,57400
CIGNA CORP NEWCOM1255231004,27625,241SH SOLE 25,24100
CASTLE BIOSCIENCES INCCOM14843C10595218,500SH SOLE 18,50000
CENTENE CORP DELCOM15135B10122,754390,090SH SOLE 62,4150327,675
CHANGE HEALTHCARE INCCOM15912K1001,19282,145SH SOLE 82,14500
CHECKMATE PHARMACEUTICALS INCOM1628181086,914600,687SH SOLE 600,68700
CYTOSORBENTS CORPCOM NEW23283X20612,9991,629,989SH SOLE 281,34901,348,640
DANAHER CORPORATIONCOM2358511021,6157,500SH SOLE 7,50000
DECIPHERA PHARMACEUTICALS INCOM24344T10121,344416,059SH SOLE 66,3010349,758
DEXCOM INCCOM25213110719,95748,413SH SOLE 0048,413
DR REDDYS LABS LTDADR2561352033725,354SH SOLE 5,35400
DYNE THERAPEUTICS INCCOM26818M1089,576474,301SH SOLE 72,2660402,035
EMERGENT BIOSOLUTIONS INCCOM29089Q1058,26179,950SH SOLE 0079,950
EVOLENT HEALTH INCCL A30050B10125,8932,086,435SH SOLE 194,18401,892,251
EXELIXIS INCCOM30161Q10420,948856,770SH SOLE 43,0900813,680
FIBROGEN INCCOM31572Q8084,276104,000SH SOLE 00104,000
FREELINE THERAPEUTICS HLDGSSPONSORED ADS35655L10713,157842,851SH SOLE 97,9670744,884
GENERATION BIO COCOM37148K1001,08235,000SH SOLE 0035,000
GILEAD SCIENCES INCCOM3755581034,10164,900SH SOLE 64,90000
GLOBAL BLOOD THERAPEUTICS INCOM37890U10814,076255,271SH SOLE 19,6410235,630
GUARDANT HEALTH INCCOM40131M1098,98680,386SH SOLE 7,470072,916
HMS HLDGS CORPCOM40425J10118,742782,563SH SOLE 60,8750721,688
HOLOGIC INCCOM43644010110,143152,600SH SOLE 00152,600
HUMANA INCCOM4448591021,1032,666SH SOLE 2,66600
IRHYTHM TECHNOLOGIES INCCOM45005610624,660103,565SH SOLE 00103,565
IDEXX LABS INCCOM45168D10416,19641,199SH SOLE 0041,199
ILLUMINA INCCOM4523271091,4974,845SH SOLE 4,84500
IMMUNOMEDICS INCCOM45290710851,039600,242SH SOLE 34,9000565,342
INCYTE CORPCOM45337C10212,454138,774SH SOLE 12,9000125,874
INSULET CORPCOM45784P10110,56544,654SH SOLE 0044,654
JOHNSON & JOHNSONCOM47816010411,09274,500SH SOLE 74,50000
LABORATORY CORP AMER HLDGSCOM NEW50540R40932,874174,612SH SOLE 00174,612
LILLY ELI & COCOM5324571087,63351,565SH SOLE 51,56500
MERCK & CO. INCCOM58933Y1054,18950,500SH SOLE 50,50000
MODERNA INCCOM60770K1079,619135,956SH SOLE 19,5000116,456
MOLECULAR TEMPLATES INCCOM6085501091,960179,500SH SOLE 179,50000
MOLINA HEALTHCARE INCCOM60855R10010,48157,262SH SOLE 13,365043,897
NOVAVAX INCCOM NEW67000240112,807118,200SH SOLE 3,2000115,000
NUCANA PLCSPONSORED ADR67022C1063,878750,000SH SOLE 92,5740657,426
OUTSET MED INCCOM6901451073,48969,773SH SOLE 16,154053,619
PRA HEALTH SCIENCES INCCOM69354M10813,453132,620SH SOLE 36,665095,955
PPD INCCOM69355F10235,623963,054SH SOLE 105,1720857,882
PTC THERAPEUTICS INCCOM69366J20031,303669,578SH SOLE 49,0250620,553
PFIZER INCCOM7170811034,107111,900SH SOLE 111,90000
POSEIDA THERAPEUTICS INCCOM73730P1089,3471,053,779SH SOLE 54,7860998,993
R1 RCM INCCOM74939710526,4181,540,393SH SOLE 65,24801,475,145
REGENERON PHARMACEUTICALSCOM75886F10712,83622,930SH SOLE 5,820017,110
REPLIGEN CORPCOM75991610915,048101,993SH SOLE 00101,993
RESMED INCCOM76115210712,39572,305SH SOLE 0072,305
REVOLUTION MEDICINES INCCOM76155X10022,032633,090SH SOLE 72,8900560,200
SAREPTA THERAPEUTICS INCCOM80360710012,95892,274SH SOLE 14,110078,164
SEATTLE GENETICS INCCOM81257810210,70754,716SH SOLE 8,640046,076
SILK RD MED INCCOM82710M10026,076387,983SH SOLE 8,5000379,483
TABULA RASA HEALTHCARE INCCOM8733791011,43435,177SH SOLE 35,17700
TANDEM DIABETES CARE INCCOM NEW87537220325,307222,968SH SOLE 00222,968
TAYSHA GENE THERAPIES INCCOM SHS8776191068,373373,775SH SOLE 55,6390318,136
TELADOC HEALTH INCCOM87918A10525,506116,339SH SOLE 21,753094,586
TELEFLEX INCORPORATEDCOM87936910624,68772,518SH SOLE 7,000065,518
THERMO FISHER SCIENTIFIC INCCOM8835561023,8198,650SH SOLE 8,65000
TURNING POINT THERAPEUTICS ICOM90041T10821,882250,481SH SOLE 11,6500238,831
UNITEDHEALTH GROUP INCCOM91324P1027,93825,462SH SOLE 25,46200
VERTEX PHARMACEUTICALS INCCOM92532F1002,6869,871SH SOLE 9,87100
ZAI LAB LTDADR98887Q1042252,700SH SOLE 2,70000
ZENTALIS PHARMACEUTICALS INCCOM98943L10718,199556,712SH SOLE 62,2000494,512
MEDTRONIC PLCSHSG5960L1034,33941,751SH SOLE 41,75100