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 COM 002824100   7,594,610 68,998 SH   SOLE   68,998 0 0
ABBVIE INC COM 00287Y109   7,175,111 46,300 SH   SOLE   46,300 0 0
ACADIA PHARMACEUTCLS COM 004225108   471,529 15,060 SH   SOLE   10,000 0 5,060
ACELYRIN INC COM 00445A100   2,428,596 325,549 SH   SOLE   0 0 325,549
ALLAKOS INC COM 01671P100   2,054,000 752,381 SH   SOLE   0 0 752,381
ALNYLAM PHARMACUETCL COM 02043Q107   4,333,522 22,640 SH   SOLE   20,100 0 2,540
ALTIMMUNE INC COM 02155H200   1,921,500 170,800 SH   SOLE   163,800 0 7,000
AMGEN INC COM 031162100   8,261,854 28,685 SH   SOLE   24,100 0 4,585
AMICUS THERAPEUTICS COM 03152W109   2,224,552 156,769 SH   SOLE   146,844 0 9,925
AMYLYX PHARMACEUTIC COM 03237H101   1,237,290 84,055 SH   SOLE   80,090 0 3,965
ANNEXON INC COM 03589W102   2,955,136 650,911 SH   SOLE   0 0 650,911
APELLIS PHARMACEUTIC COM 03753U106   312,469 5,220 SH   SOLE   3,500 0 1,720
ARCUS BIOSCIENCES COM 03969F109   1,861,009 97,435 SH   SOLE   93,525 0 3,910
ARGENX SE SPN ADR 04016X101   3,814,572 10,027 SH   SOLE   9,345 0 682
ARROWHEAD PHARMACEUT COM 04280A100   250,369 8,182 SH   SOLE   5,500 0 2,682
ARVINAS INC COM 04335A105   2,716,560 66,000 SH   SOLE   0 0 66,000
ASCENDIS PHARMA A S SPN ADR 04351P101   559,344 4,441 SH   SOLE   2,940 0 1,501
ASTRAZENECA SPN ADR 046353108   1,759,856 26,130 SH   SOLE   17,210 0 8,920
AXONICS INC COM 05465P101   2,041,144 32,800 SH   SOLE   32,800 0 0
BEIGENE LIMITED SPN ADR 07725L102   676,711 3,752 SH   SOLE   2,960 0 792
BIOMARIN PHARMAC INC COM 09061G101   4,827,749 50,070 SH   SOLE   45,900 0 4,170
BIOGEN INC COM 09062X103   4,095,553 15,827 SH   SOLE   13,352 0 2,475
BIONTECH SE SPN ADR 09075V102   393,137 3,725 SH   SOLE   2,450 0 1,275
BIOATLA INC COM 09077B104   1,736,913 706,062 SH   SOLE   0 0 706,062
BLUEPRINT MEDICINES COM 09627Y109   227,833 2,470 SH   SOLE   1,900 0 570
BOSTON SCIENTIFIC COM 101137107   5,288,228 91,476 SH   SOLE   91,476 0 0
BRIDGEBIO PHARMA INC COM 10806X102   522,993 12,955 SH   SOLE   8,600 0 4,355
CONMED CORP COM 207410101   1,982,131 18,100 SH   SOLE   18,100 0 0
CYTOKINETICS INC COM 23282W605   585,515 7,013 SH   SOLE   4,050 0 2,963
DANAHER CORP COM 235851102   3,464,317 14,975 SH   SOLE   14,975 0 0
DENALI THERAPEUTICS COM 24823R105   276,426 12,881 SH   SOLE   8,500 0 4,381
DEXCOM INC COM 252131107   3,648,246 29,400 SH   SOLE   29,400 0 0
DR REDDYS LABS LTD ADR 256135203   313,110 4,500 SH   SOLE   4,500 0 0
EDGEWISE THERAPEUTIC COM 28036F105   3,586,143 327,801 SH   SOLE   0 0 327,801
EDWARDS LIFESCIENCE COM 28176E108   1,669,875 21,900 SH   SOLE   21,900 0 0
EFFECTOR THERAPEUTCS COM 28202V108   1,113,648 2,382,644 SH   SOLE   2,382,644 0 0
EXELIXIS INC COM 30161Q104   335,620 13,990 SH   SOLE   9,300 0 4,690
EYEPOINT PHARMA COM 30233G209   1,875,608 81,160 SH   SOLE   77,800 0 3,360
4D MOLECULAR THERA COM 35104E100   2,887,253 142,510 SH   SOLE   0 0 142,510
FUSION PHARMACEUTI COM 36118A100   550,624 57,297 SH   SOLE   57,297 0 0
GILEAD SCIENCES INC COM 375558103   3,313,714 40,905 SH   SOLE   27,000 0 13,905
GOODRX HLDGS INC COM 38246G108   2,438,800 364,000 SH   SOLE   364,000 0 0
GRAPHITE BIO INC COM 38870X104   1,157,592 441,829 SH   SOLE   413,829 0 28,000
HALOZYME THERAPEUTIC COM 40637H109   222,869 6,030 SH   SOLE   3,900 0 2,130
HUMANA INC COM 444859102   3,765,487 8,225 SH   SOLE   8,225 0 0
ILLUMINA INC COM 452327109   918,984 6,600 SH   SOLE   4,370 0 2,230
IMMUNOGEN INC COM 45253H101   530,616 17,896 SH   SOLE   11,038 0 6,858
INCYTE CORPORATION COM 45337C102   634,493 10,105 SH   SOLE   6,680 0 3,425
INSMED INC COM 457669307   428,003 13,811 SH   SOLE   9,221 0 4,590
INSULET CORP COM 45784P101   2,809,891 12,950 SH   SOLE   12,950 0 0
INTELLIA THERAPEUT COM 45826J105   283,557 9,300 SH   SOLE   6,200 0 3,100
INTRA CELLULAR THERA COM 46116X101   531,420 7,420 SH   SOLE   4,900 0 2,520
IONIS PHARMACEUTICAL COM 462222100   327,823 6,480 SH   SOLE   4,300 0 2,180
IOVANCE BIOTHERAPEUT COM 462260100   1,616,244 198,800 SH   SOLE   198,800 0 0
IQVIA HOLDINGS INC COM 46266C105   3,840,908 16,600 SH   SOLE   16,600 0 0
ITEOS THERAPEUTICS COM 46565G104   2,409,613 220,056 SH   SOLE   0 0 220,056
JOHNSON & JOHNSON COM 478160104   8,440,449 53,850 SH   SOLE   53,850 0 0
KARUNA THERAPEUTICS COM 48576A100   707,400 2,235 SH   SOLE   1,480 0 755
LEGEND BIOTECH CORP SPN ADR 52490G102   180,510 3,000 SH   SOLE   3,000 0 0
LILLY ELI & CO COM 532457108   15,485,270 26,565 SH   SOLE   26,565 0 0
MADRIGAL PHARMACEUTI COM 558868105   277,887 1,201 SH   SOLE   800 0 401
MEDPACE HOLDINGS COM 58506Q109   420,253 1,371 SH   SOLE   910 0 461
MERCK & CO INC COM 58933Y105   8,667,090 79,500 SH   SOLE   79,500 0 0
MINERALYS THERAPEUTI COM 603170101   5,208,212 605,606 SH   SOLE   596,616 0 8,990
MIRATI THERAPEUTICS COM 60468T105   380,348 6,474 SH   SOLE   4,133 0 2,341
MODERNA INC COM 60770K107   1,601,145 16,100 SH   SOLE   10,400 0 5,700
MOONLAKE IMMUNOTHERA CLASS A 61559X104   1,812,002 30,005 SH   SOLE   29,034 0 971
NEUROCRINE BIOSCIENC COM 64125C109   585,673 4,445 SH   SOLE   2,950 0 1,495
OLEMA PHARMACEUTICAL COM 68062P106   269,797 19,230 SH   SOLE   12,700 0 6,530
OPTION CARE HEALTH COM 68404L201   2,156,160 64,000 SH   SOLE   64,000 0 0
PMV PHARMACEUTICALS COM 69353Y103   2,126,554 685,985 SH   SOLE   0 0 685,985
PFIZER INC COM 717081103   5,452,826 189,400 SH   SOLE   189,400 0 0
PRIVIA HEALTH GROUP COM 74276R102   2,079,839 90,310 SH   SOLE   90,310 0 0
REGENERON PHARMCTCLS COM 75886F107   3,368,242 3,835 SH   SOLE   2,520 0 1,315
REPLIMUNE GROUP INC COM 76029N106   2,574,623 305,412 SH   SOLE   0 0 305,412
REVOLUTION MEDICIN COM 76155X100   393,203 13,710 SH   SOLE   9,100 0 4,610
ROCKET PHARMACEUTICA COM 77313F106   368,032 12,280 SH   SOLE   7,700 0 4,580
SPDR SER TR S&P BIOTECH 78464A870   1,824,998 20,439 SH   SOLE   0 0 20,439
SANOFI SPN ADR 80105N105   700,696 14,090 SH   SOLE   8,900 0 5,190
SAREPTA THERAPEUTICS COM 803607100   2,077,199 21,541 SH   SOLE   19,410 0 2,131
ARS PHARMACEUTICALS COM 82835W108   1,943,433 354,641 SH   SOLE   337,388 0 17,253
STRUCTURE THERAPEU SPN ADR 86366E106   138,584 3,400 SH   SOLE   3,400 0 0
SUMMIT THERAPEUTICS COM 86627T108   78,300 30,000 SH   SOLE   30,000 0 0
SUTRO BIOPHARMA IN COM 869367102   2,675,604 623,684 SH   SOLE   0 0 623,684
SYNDAX PHARMACEUTI COM 87164F105   1,989,417 92,060 SH   SOLE   87,300 0 4,760
THERMO FISHER SCI COM 883556102   4,785,072 9,015 SH   SOLE   9,015 0 0
TRAVERE THERAPEUTICS COM 89422G107   2,468,861 274,623 SH   SOLE   0 0 274,623
TURNSTONE BIOLOGICS COM 90042W100   1,317,414 517,648 SH   SOLE   517,648 0 0
UNITED THERAPEUTICS COM 91307C102   618,990 2,815 SH   SOLE   1,815 0 1,000
UNITEDHEALTH GRP INC COM 91324P102   9,963,445 18,925 SH   SOLE   18,925 0 0
VAXCYTE INC COM 92243G108   505,540 8,050 SH   SOLE   5,350 0 2,700
VERASTEM INC COM 92337C203   1,655,082 203,327 SH   SOLE   0 0 203,327
VERA THERAPEUTICS CL A 92337R101   1,909,442 124,151 SH   SOLE   117,883 0 6,268
VERTEX PHARMACEUTICL COM 92532F100   3,751,119 9,219 SH   SOLE   6,069 0 3,150
ZAI LAB LTD ADR 98887Q104   109,320 4,000 SH   SOLE   4,000 0 0
ZENTALIS PHARMACEU COM 98943L107   111,428 7,355 SH   SOLE   0 0 7,355
ALKERMES PLC SHS G01767105   425,254 15,330 SH   SOLE   10,050 0 5,280
ICON PLC SHS G4705A100   2,888,163 10,203 SH   SOLE   9,850 0 353
JAZZ PHARMA PLC SHS USD G50871105   503,562 4,094 SH   SOLE   2,700 0 1,394
MEDTRONIC PLC SHS G5960L103   3,299,401 40,051 SH   SOLE   40,051 0 0
PROTHENA CORP PLC SHS G72800108   1,699,876 46,777 SH   SOLE   44,629 0 2,148
ROIVANT SCIENCES LTD SHS G76279101   409,412 36,457 SH   SOLE   24,300 0 12,157
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   577,811 20,570 SH   SOLE   13,500 0 7,070
UNIQURE N.V. SHS N90064101   1,980,848 292,592 SH   SOLE   0 0 292,592