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   7,984,388 70,248 SH   SOLE   70,248 0 0
ABBVIE INC COM 00287Y109   6,409,920 35,200 SH   SOLE   35,200 0 0
ACELYRIN INC COM 00445A100   1,647,000 244,000 SH   SOLE   237,000 0 7,000
ALNYLAM PHARMACUETCL COM 02043Q107   2,758,847 18,460 SH   SOLE   16,500 0 1,960
ALPHATEC HOLDINGS IN COM NEW 02081G201   1,875,440 136,000 SH   SOLE   136,000 0 0
ALTIMMUNE INC COM 02155H200   939,003 92,240 SH   SOLE   87,140 0 5,100
AMGEN INC COM 031162100   4,573,287 16,085 SH   SOLE   13,050 0 3,035
AMICUS THERAPEUTICS COM 03152W109   2,603,898 221,044 SH   SOLE   210,869 0 10,175
ELEVANCE HEALTH INC COM 036752103   1,814,890 3,500 SH   SOLE   3,500 0 0
APELLIS PHARMACEUTIC COM 03753U106   568,403 9,670 SH   SOLE   6,900 0 2,770
ARCUS BIOSCIENCES COM 03969F109   1,767,829 93,635 SH   SOLE   89,725 0 3,910
ARGENX SE SPN ADR 04016X101   3,664,352 9,307 SH   SOLE   8,715 0 592
ARROWHEAD PHARMACEUT COM 04280A100   219,705 7,682 SH   SOLE   5,500 0 2,182
ARVINAS INC COM 04335A105   2,013,638 48,780 SH   SOLE   46,100 0 2,680
ASCENDIS PHARMA A S SPN ADR 04351P101   606,343 4,011 SH   SOLE   2,740 0 1,271
ASTRAZENECA SPN ADR 046353108   1,655,133 24,430 SH   SOLE   17,210 0 7,220
BEIGENE LIMITED SPN ADR 07725L102   577,392 3,692 SH   SOLE   3,060 0 632
BIOMARIN PHARMAC INC COM 09061G101   4,510,238 51,640 SH   SOLE   48,200 0 3,440
BIOGEN INC COM 09062X103   1,502,294 6,967 SH   SOLE   4,902 0 2,065
BIONTECH SE SPN ADR 09075V102   325,181 3,525 SH   SOLE   2,450 0 1,075
BLUEPRINT MEDICINES COM 09627Y109   418,333 4,410 SH   SOLE   3,150 0 1,260
BOSTON SCIENTIFIC COM 101137107   5,922,741 86,476 SH   SOLE   86,476 0 0
BOUNDLESS BIO INC COM 10170A100   12,196,219 855,875 SH   SOLE   855,875 0 0
BRIDGEBIO PHARMA INC COM 10806X102   497,967 16,105 SH   SOLE   11,500 0 4,605
CENTENE CORP DEL COM 15135B101   2,668,320 34,000 SH   SOLE   34,000 0 0
COGENT BIOSCIENCES I COM 19240Q201   1,772,064 263,700 SH   SOLE   255,400 0 8,300
CYTOKINETICS INC COM 23282W605   2,985,494 42,583 SH   SOLE   40,250 0 2,333
DANAHER CORP COM 235851102   4,426,287 17,725 SH   SOLE   17,725 0 0
DENALI THERAPEUTICS COM 24823R105   247,902 12,081 SH   SOLE   8,500 0 3,581
DEXCOM INC COM 252131107   4,493,880 32,400 SH   SOLE   32,400 0 0
DR REDDYS LABS LTD ADR 256135203   403,425 5,500 SH   SOLE   5,500 0 0
EDWARDS LIFESCIENCE COM 28176E108   1,495,514 15,650 SH   SOLE   15,650 0 0
EFFECTOR THERAPEUTIC COM 28202V207   1,371,439 95,305 SH   SOLE   95,305 0 0
EXELIXIS INC COM 30161Q104   311,812 13,140 SH   SOLE   9,300 0 3,840
EYEPOINT PHARMA COM 30233G209   1,908,668 92,340 SH   SOLE   88,050 0 4,290
GILEAD SCIENCES INC COM 375558103   2,835,141 38,705 SH   SOLE   27,400 0 11,305
GOODRX HLDGS INC COM 38246G108   2,279,100 321,000 SH   SOLE   321,000 0 0
HALOZYME THERAPEUTIC COM 40637H109   231,062 5,680 SH   SOLE   3,900 0 1,780
HUMANA INC COM 444859102   1,647,267 4,751 SH   SOLE   4,751 0 0
ILLUMINA INC COM 452327109   862,370 6,280 SH   SOLE   4,370 0 1,910
INARI MED INC COM 45332Y109   2,518,950 52,500 SH   SOLE   52,500 0 0
INCYTE CORPORATION COM 45337C102   535,803 9,405 SH   SOLE   6,680 0 2,725
INSMED INC COM 457669307   445,502 16,421 SH   SOLE   11,721 0 4,700
INSULET CORP COM 45784P101   3,102,340 18,100 SH   SOLE   18,100 0 0
INTELLIA THERAPEUT COM 45826J105   242,088 8,800 SH   SOLE   6,200 0 2,600
INTRA CELLULAR THERA COM 46116X101   489,936 7,080 SH   SOLE   4,900 0 2,180
INTUITIVE SURGIC INC COM 46120E602   2,434,449 6,100 SH   SOLE   6,100 0 0
IONIS PHARMACEUTICAL COM 462222100   437,835 10,100 SH   SOLE   7,200 0 2,900
IQVIA HOLDINGS INC COM 46266C105   3,565,749 14,100 SH   SOLE   14,100 0 0
ITEOS THERAPEUTICS COM 46565G104   1,827,296 133,966 SH   SOLE   128,666 0 5,300
JOHNSON & JOHNSON COM 478160104   7,569,392 47,850 SH   SOLE   47,850 0 0
KYVERNA THERAPEUTICS COM 501976104   173,880 7,000 SH   SOLE   5,000 0 2,000
LEGEND BIOTECH CORP SPN ADR 52490G102   168,270 3,000 SH   SOLE   3,000 0 0
LENZ THERAPEUTICS COM 52635N103   23,863,513 1,068,675 SH   SOLE   1,065,875 0 2,800
LILLY ELI & CO COM 532457108   19,966,343 25,665 SH   SOLE   25,665 0 0
MADRIGAL PHARMACEUTI COM 558868105   302,022 1,131 SH   SOLE   800 0 331
MEDPACE HOLDINGS COM 58506Q109   521,758 1,291 SH   SOLE   910 0 381
MERCK & CO INC COM 58933Y105   11,413,675 86,500 SH   SOLE   86,500 0 0
MINERALYS THERAPEUTI COM 603170101   7,129,625 552,256 SH   SOLE   547,666 0 4,590
MODERNA INC COM 60770K107   1,570,694 14,740 SH   SOLE   10,400 0 4,340
MOONLAKE IMMUNOTHERA CLASS A 61559X104   2,325,398 46,295 SH   SOLE   44,804 0 1,491
NEUROCRINE BIOSCIENC COM 64125C109   578,574 4,195 SH   SOLE   2,950 0 1,245
OLEMA PHARMACEUTICAL COM 68062P106   1,584,574 139,980 SH   SOLE   134,450 0 5,530
OPTION CARE HEALTH COM 68404L201   2,146,560 64,000 SH   SOLE   64,000 0 0
PFIZER INC COM 717081103   5,255,850 189,400 SH   SOLE   189,400 0 0
PROGYNY INC COM 74340E103   2,899,400 76,000 SH   SOLE   76,000 0 0
REGENERON PHARMCTCLS COM 75886F107   6,809,617 7,075 SH   SOLE   6,000 0 1,075
REVOLUTION MEDICIN COM 76155X100   416,089 12,910 SH   SOLE   9,100 0 3,810
ROCKET PHARMACEUTICA COM 77313F106   398,981 14,810 SH   SOLE   10,500 0 4,310
SANOFI SPN ADR 80105N105   615,762 12,670 SH   SOLE   8,900 0 3,770
SAREPTA THERAPEUTICS COM 803607100   2,238,493 17,291 SH   SOLE   15,710 0 1,581
SCHOLAR ROCK HLDG COM 80706P103   273,504 15,400 SH   SOLE   10,900 0 4,500
ARS PHARMACEUTICALS COM 82835W108   2,089,346 204,437 SH   SOLE   194,984 0 9,453
STRYKER CORP COM 863667101   2,361,942 6,600 SH   SOLE   6,600 0 0
STRUCTURE THERAPEU SPN ADR 86366E106   255,617 5,964 SH   SOLE   4,494 0 1,470
SUMMIT THERAPEUTICS COM 86627T108   1,304,100 315,000 SH   SOLE   315,000 0 0
THERMO FISHER SCI COM 883556102   5,820,818 10,015 SH   SOLE   10,015 0 0
TURNSTONE BIOLOGICS COM 90042W100   1,356,238 517,648 SH   SOLE   517,648 0 0
UNITED THERAPEUTICS COM 91307C102   596,123 2,595 SH   SOLE   1,815 0 780
UNITEDHEALTH GRP INC COM 91324P102   11,464,673 23,175 SH   SOLE   23,175 0 0
VAXCYTE INC COM 92243G108   580,635 8,500 SH   SOLE   6,050 0 2,450
VERASTEM INC COM 92337C203   875,560 74,200 SH   SOLE   70,000 0 4,200
VERA THERAPEUTICS CL A 92337R101   1,936,131 44,901 SH   SOLE   42,733 0 2,168
VERTEX PHARMACEUTICL COM 92532F100   3,013,852 7,210 SH   SOLE   5,100 0 2,110
ZAI LAB LTD ADR 98887Q104   32,040 2,000 SH   SOLE   2,000 0 0
ZIMMER BIOMET HLDS COM 98956P102   3,926,405 29,750 SH   SOLE   29,750 0 0
ALKERMES PLC SHS G01767105   385,206 14,230 SH   SOLE   10,050 0 4,180
ICON PLC SHS G4705A100   2,668,451 7,943 SH   SOLE   7,660 0 283
JAZZ PHARMA PLC SHS USD G50871105   468,915 3,894 SH   SOLE   2,700 0 1,194
MEDTRONIC PLC SHS G5960L103   3,316,145 38,051 SH   SOLE   38,051 0 0
ROIVANT SCIENCES LTD SHS G76279101   521,277 49,457 SH   SOLE   34,500 0 14,957
ROYALTY PHARMA PLC SHS CL A G7709Q104   589,785 19,420 SH   SOLE   13,500 0 5,920