ABBOTT LABS COM 002824100 6883830 66248 SH SOLE 66248 0 0 ABBVIE INC COM 00287Y109 7709824 44950 SH SOLE 44950 0 0 ALNYLAM PHARMACUETCL COM 02043Q107 3032640 12480 SH SOLE 11050 0 1430 AMGEN INC COM 031162100 4593015 14700 SH SOLE 12520 0 2180 AMICUS THERAPEUTICS COM 03152W109 2151092 216844 SH SOLE 207419 0 9425 ELEVANCE HEALTH INC COM 036752103 2438370 4500 SH SOLE 4500 0 0 APELLIS PHARMACEUTIC COM 03753U106 401246 10460 SH SOLE 7850 0 2610 ARCUS BIOSCIENCES COM USD 03969F109 1193804 78385 SH SOLE 74725 0 3660 ARGENX SE SPN ADR 04016X101 2804721 6522 SH SOLE 6035 0 487 ARROWHEAD PHARMACEUT COM 04280A100 195497 7522 SH SOLE 5500 0 2022 ARVINAS INC COM 04335A105 927175 34830 SH SOLE 32150 0 2680 ASCENDIS PHARMA A S SPN ADR 04351P101 363589 2666 SH SOLE 2000 0 666 ASTRAZENECA SPN ADR 046353108 1688484 21650 SH SOLE 16250 0 5400 BECTON DICKINSON COM 075887109 934840 4000 SH SOLE 4000 0 0 BEIGENE LIMITED SPN ADR 07725L102 349113 2447 SH SOLE 2060 0 387 BIOMARIN PHARMAC INC COM 09061G101 3396936 41260 SH SOLE 38450 0 2810 BIOGEN INC COM 09062X103 1422679 6137 SH SOLE 4602 0 1535 BIONTECH SE SPN ADR 09075V102 2191015 27265 SH SOLE 26450 0 815 BLUEPRINT MEDICINES COM 09627Y109 414953 3850 SH SOLE 2850 0 1000 BOSTON SCIENTIFIC COM 101137107 5504367 71476 SH SOLE 71476 0 0 BOUNDLESS BIO INC COM 10170A100 2640400 682274 SH SOLE 678574 0 3700 BRIDGEBIO PHARMA INC COM 10806X102 393502 15535 SH SOLE 11500 0 4035 BRISTOL MYERS SQUIBB COM 110122108 1245900 30000 SH SOLE 30000 0 0 THE CIGNA GROUP COM 125523100 1156995 3500 SH SOLE 3500 0 0 CVS HEALTH CORP COM 126650100 2303340 39000 SH SOLE 39000 0 0 COGENT BIOSCIENCES I COM 19240Q201 721608 85600 SH SOLE 78000 0 7600 CONTINEUM THERA CL A 21217B100 14103620 800887 SH SOLE 800887 0 0 CRINETICS PHARMACE COM 22663K107 259782 5800 SH SOLE 4400 0 1400 CYTOKINETICS INC COM 23282W605 1998321 36883 SH SOLE 34950 0 1933 DANAHER CORP COM 235851102 4428591 17725 SH SOLE 17725 0 0 DEXCOM INC COM 252131107 3645167 32150 SH SOLE 32150 0 0 DR REDDYS LABS LTD ADR 256135203 342855 4500 SH SOLE 4500 0 0 EDWARDS LIFESCIENCE COM 28176E108 1445591 15650 SH SOLE 15650 0 0 EVOLENT HEALTH INC CL A 30050B101 1606080 84000 SH SOLE 84000 0 0 EXELIXIS INC COM 30161Q104 257506 11460 SH SOLE 8400 0 3060 GILEAD SCIENCES INC COM 375558103 4722083 68825 SH SOLE 59000 0 9825 GOODRX HLDGS INC COM 38246G108 2067000 265000 SH SOLE 265000 0 0 GRAIL INC COM 384747101 3689 240 SH SOLE 0 0 240 HALOZYME THERAPEUTIC COM 40637H109 199753 3815 SH SOLE 2600 0 1215 HUMANA INC COM 444859102 1775211 4751 SH SOLE 4751 0 0 ILLUMINA INC COM 452327109 606448 5810 SH SOLE 4370 0 1440 INARI MED INC COM 45332Y109 1950075 40500 SH SOLE 40500 0 0 INCYTE CORPORATION COM 45337C102 539821 8905 SH SOLE 6680 0 2225 INSMED INC COM 457669307 658007 9821 SH SOLE 7371 0 2450 INSULET CORP COM 45784P101 1483230 7350 SH SOLE 7350 0 0 INTRA CELLULAR THERA COM 46116X101 447240 6530 SH SOLE 4900 0 1630 INTUITIVE SURGIC INC COM 46120E602 2402190 5400 SH SOLE 5400 0 0 IONIS PHARMACEUTICAL COM 462222100 460396 9660 SH SOLE 7200 0 2460 IQVIA HOLDINGS INC COM 46266C105 3298464 15600 SH SOLE 15600 0 0 PERSPECTIVE THERAPEU COM 46489V302 109670 11000 SH SOLE 11000 0 0 ITEOS THERAPEUTICS COM 46565G104 1438975 96966 SH SOLE 93666 0 3300 JOHNSON & JOHNSON COM 478160104 8309196 56850 SH SOLE 56850 0 0 KYVERNA THERAPEUTICS COM 501976104 52500 7000 SH SOLE 5000 0 2000 LEGEND BIOTECH CORP SPN ADR 52490G102 88580 2000 SH SOLE 2000 0 0 LENZ THERAPEUTICS COM 52635N103 18749345 1084404 SH SOLE 1081844 0 2560 LILLY ELI & CO COM 532457108 21199473 23415 SH SOLE 23415 0 0 MADRIGAL PHARMACEUTI COM 558868105 298370 1065 SH SOLE 800 0 265 MEDPACE HOLDINGS COM 58506Q109 455506 1106 SH SOLE 830 0 276 MERCK & CO INC COM 58933Y105 10708700 86500 SH SOLE 86500 0 0 MINERALYS THERAPEUTI COM 603170101 5133352 438748 SH SOLE 436058 0 2690 MODERNA INC COM 60770K107 2625563 22110 SH SOLE 18550 0 3560 MOONLAKE IMMUNOTHERA CLASS A ORD 61559X104 942189 21428 SH SOLE 20137 0 1291 NEUROCRINE BIOSCIENC COM 64125C109 541731 3935 SH SOLE 2950 0 985 OLEMA PHARMACEUTICAL COM 68062P106 1281954 118480 SH SOLE 114650 0 3830 OPTION CARE HEALTH COM 68404L201 1800500 65000 SH SOLE 65000 0 0 PTC THERAPEUTICS I COM 69366J200 131494 4300 SH SOLE 3700 0 600 PFIZER INC COM 717081103 5075572 181400 SH SOLE 181400 0 0 PROGYNY INC COM 74340E103 2002700 70000 SH SOLE 70000 0 0 REGENERON PHARMCTCLS COM 75886F107 6348221 6040 SH SOLE 5280 0 760 REVOLUTION MEDICIN COM 76155X100 256146 6600 SH SOLE 4900 0 1700 ROCKET PHARMACEUTICA COM 77313F106 269771 12530 SH SOLE 8800 0 3730 SANOFI SPN ADR 80105N105 355652 7330 SH SOLE 5500 0 1830 SAREPTA THERAPEUTICS COM 803607100 2132368 13496 SH SOLE 12320 0 1176 SCHOLAR ROCK HLDG COM 80706P103 125200 15030 SH SOLE 10900 0 4130 ARS PHARMACEUTICALS COM 82835W108 2016334 236937 SH SOLE 230984 0 5953 STRYKER CORP COM 863667101 4372213 12850 SH SOLE 12850 0 0 STRUCTURE THERAPEU SPN ADR 86366E106 524844 13365 SH SOLE 12750 0 615 SUMMIT THERAPEUTICS COM 86627T108 195000 25000 SH SOLE 21500 0 3500 THERMO FISHER SCI COM 883556102 5814795 10515 SH SOLE 10515 0 0 TURNSTONE BIOLOGICS COM 90042W100 1356238 517648 SH SOLE 517648 0 0 UNITED THERAPEUTICS COM 91307C102 579761 1820 SH SOLE 1365 0 455 UNITEDHEALTH GRP INC COM 91324P102 13584511 26675 SH SOLE 26675 0 0 VAXCYTE INC COM 92243G108 2546952 33730 SH SOLE 31800 0 1930 VERA THERAPEUTICS CL A 92337R101 279237 7718 SH SOLE 5700 0 2018 VERTEX PHARMA COM 92532F100 4054428 8650 SH SOLE 7150 0 1500 VIATRIS INC COM 92556V106 239175 22500 SH SOLE 19500 0 3000 ZAI LAB LTD ADR 98887Q104 34660 2000 SH SOLE 2000 0 0 ZIMMER BIOMET HLDS COM 98956P102 2892325 26650 SH SOLE 26650 0 0 ALKERMES PLC SHS G01767105 403193 16730 SH SOLE 12550 0 4180 BIOHAVEN LTD COM G1110E107 135369 3900 SH SOLE 2900 0 1000 ICON PLC SHS G4705A100 2516537 8028 SH SOLE 7810 0 218 JAZZ PHARMA PLC SHS USD G50871105 355838 3334 SH SOLE 2500 0 834 MEDTRONIC PLC SHS G5960L103 4687259 59551 SH SOLE 59551 0 0 ROIVANT SCIENCES LTD SHS G76279101 485765 45957 SH SOLE 34500 0 11457 ROYALTY PHARMA PLC SHS CLASS A G7709Q104 439061 16650 SH SOLE 12500 0 4150 ADC THERAPEUTICS SA SHS H0036K147 720802 228102 SH SOLE 215102 0 13000 STEVANATO GROUP SPA ORD SHS T9224W109 1632260 89000 SH SOLE 89000 0 0