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   6,883,830 66,248 SH   SOLE   66,248 0 0
ABBVIE INC COM 00287Y109   7,709,824 44,950 SH   SOLE   44,950 0 0
ALNYLAM PHARMACUETCL COM 02043Q107   3,032,640 12,480 SH   SOLE   11,050 0 1,430
AMGEN INC COM 031162100   4,593,015 14,700 SH   SOLE   12,520 0 2,180
AMICUS THERAPEUTICS COM 03152W109   2,151,092 216,844 SH   SOLE   207,419 0 9,425
ELEVANCE HEALTH INC COM 036752103   2,438,370 4,500 SH   SOLE   4,500 0 0
APELLIS PHARMACEUTIC COM 03753U106   401,246 10,460 SH   SOLE   7,850 0 2,610
ARCUS BIOSCIENCES COM USD 03969F109   1,193,804 78,385 SH   SOLE   74,725 0 3,660
ARGENX SE SPN ADR 04016X101   2,804,721 6,522 SH   SOLE   6,035 0 487
ARROWHEAD PHARMACEUT COM 04280A100   195,497 7,522 SH   SOLE   5,500 0 2,022
ARVINAS INC COM 04335A105   927,175 34,830 SH   SOLE   32,150 0 2,680
ASCENDIS PHARMA A S SPN ADR 04351P101   363,589 2,666 SH   SOLE   2,000 0 666
ASTRAZENECA SPN ADR 046353108   1,688,484 21,650 SH   SOLE   16,250 0 5,400
BECTON DICKINSON COM 075887109   934,840 4,000 SH   SOLE   4,000 0 0
BEIGENE LIMITED SPN ADR 07725L102   349,113 2,447 SH   SOLE   2,060 0 387
BIOMARIN PHARMAC INC COM 09061G101   3,396,936 41,260 SH   SOLE   38,450 0 2,810
BIOGEN INC COM 09062X103   1,422,679 6,137 SH   SOLE   4,602 0 1,535
BIONTECH SE SPN ADR 09075V102   2,191,015 27,265 SH   SOLE   26,450 0 815
BLUEPRINT MEDICINES COM 09627Y109   414,953 3,850 SH   SOLE   2,850 0 1,000
BOSTON SCIENTIFIC COM 101137107   5,504,367 71,476 SH   SOLE   71,476 0 0
BOUNDLESS BIO INC COM 10170A100   2,640,400 682,274 SH   SOLE   678,574 0 3,700
BRIDGEBIO PHARMA INC COM 10806X102   393,502 15,535 SH   SOLE   11,500 0 4,035
BRISTOL MYERS SQUIBB COM 110122108   1,245,900 30,000 SH   SOLE   30,000 0 0
THE CIGNA GROUP COM 125523100   1,156,995 3,500 SH   SOLE   3,500 0 0
CVS HEALTH CORP COM 126650100   2,303,340 39,000 SH   SOLE   39,000 0 0
COGENT BIOSCIENCES I COM 19240Q201   721,608 85,600 SH   SOLE   78,000 0 7,600
CONTINEUM THERA CL A 21217B100   14,103,620 800,887 SH   SOLE   800,887 0 0
CRINETICS PHARMACE COM 22663K107   259,782 5,800 SH   SOLE   4,400 0 1,400
CYTOKINETICS INC COM 23282W605   1,998,321 36,883 SH   SOLE   34,950 0 1,933
DANAHER CORP COM 235851102   4,428,591 17,725 SH   SOLE   17,725 0 0
DEXCOM INC COM 252131107   3,645,167 32,150 SH   SOLE   32,150 0 0
DR REDDYS LABS LTD ADR 256135203   342,855 4,500 SH   SOLE   4,500 0 0
EDWARDS LIFESCIENCE COM 28176E108   1,445,591 15,650 SH   SOLE   15,650 0 0
EVOLENT HEALTH INC CL A 30050B101   1,606,080 84,000 SH   SOLE   84,000 0 0
EXELIXIS INC COM 30161Q104   257,506 11,460 SH   SOLE   8,400 0 3,060
GILEAD SCIENCES INC COM 375558103   4,722,083 68,825 SH   SOLE   59,000 0 9,825
GOODRX HLDGS INC COM 38246G108   2,067,000 265,000 SH   SOLE   265,000 0 0
GRAIL INC COM 384747101   3,689 240 SH   SOLE   0 0 240
HALOZYME THERAPEUTIC COM 40637H109   199,753 3,815 SH   SOLE   2,600 0 1,215
HUMANA INC COM 444859102   1,775,211 4,751 SH   SOLE   4,751 0 0
ILLUMINA INC COM 452327109   606,448 5,810 SH   SOLE   4,370 0 1,440
INARI MED INC COM 45332Y109   1,950,075 40,500 SH   SOLE   40,500 0 0
INCYTE CORPORATION COM 45337C102   539,821 8,905 SH   SOLE   6,680 0 2,225
INSMED INC COM 457669307   658,007 9,821 SH   SOLE   7,371 0 2,450
INSULET CORP COM 45784P101   1,483,230 7,350 SH   SOLE   7,350 0 0
INTRA CELLULAR THERA COM 46116X101   447,240 6,530 SH   SOLE   4,900 0 1,630
INTUITIVE SURGIC INC COM 46120E602   2,402,190 5,400 SH   SOLE   5,400 0 0
IONIS PHARMACEUTICAL COM 462222100   460,396 9,660 SH   SOLE   7,200 0 2,460
IQVIA HOLDINGS INC COM 46266C105   3,298,464 15,600 SH   SOLE   15,600 0 0
PERSPECTIVE THERAPEU COM 46489V302   109,670 11,000 SH   SOLE   11,000 0 0
ITEOS THERAPEUTICS COM 46565G104   1,438,975 96,966 SH   SOLE   93,666 0 3,300
JOHNSON & JOHNSON COM 478160104   8,309,196 56,850 SH   SOLE   56,850 0 0
KYVERNA THERAPEUTICS COM 501976104   52,500 7,000 SH   SOLE   5,000 0 2,000
LEGEND BIOTECH CORP SPN ADR 52490G102   88,580 2,000 SH   SOLE   2,000 0 0
LENZ THERAPEUTICS COM 52635N103   18,749,345 1,084,404 SH   SOLE   1,081,844 0 2,560
LILLY ELI & CO COM 532457108   21,199,473 23,415 SH   SOLE   23,415 0 0
MADRIGAL PHARMACEUTI COM 558868105   298,370 1,065 SH   SOLE   800 0 265
MEDPACE HOLDINGS COM 58506Q109   455,506 1,106 SH   SOLE   830 0 276
MERCK & CO INC COM 58933Y105   10,708,700 86,500 SH   SOLE   86,500 0 0
MINERALYS THERAPEUTI COM 603170101   5,133,352 438,748 SH   SOLE   436,058 0 2,690
MODERNA INC COM 60770K107   2,625,563 22,110 SH   SOLE   18,550 0 3,560
MOONLAKE IMMUNOTHERA CLASS A ORD 61559X104   942,189 21,428 SH   SOLE   20,137 0 1,291
NEUROCRINE BIOSCIENC COM 64125C109   541,731 3,935 SH   SOLE   2,950 0 985
OLEMA PHARMACEUTICAL COM 68062P106   1,281,954 118,480 SH   SOLE   114,650 0 3,830
OPTION CARE HEALTH COM 68404L201   1,800,500 65,000 SH   SOLE   65,000 0 0
PTC THERAPEUTICS I COM 69366J200   131,494 4,300 SH   SOLE   3,700 0 600
PFIZER INC COM 717081103   5,075,572 181,400 SH   SOLE   181,400 0 0
PROGYNY INC COM 74340E103   2,002,700 70,000 SH   SOLE   70,000 0 0
REGENERON PHARMCTCLS COM 75886F107   6,348,221 6,040 SH   SOLE   5,280 0 760
REVOLUTION MEDICIN COM 76155X100   256,146 6,600 SH   SOLE   4,900 0 1,700
ROCKET PHARMACEUTICA COM 77313F106   269,771 12,530 SH   SOLE   8,800 0 3,730
SANOFI SPN ADR 80105N105   355,652 7,330 SH   SOLE   5,500 0 1,830
SAREPTA THERAPEUTICS COM 803607100   2,132,368 13,496 SH   SOLE   12,320 0 1,176
SCHOLAR ROCK HLDG COM 80706P103   125,200 15,030 SH   SOLE   10,900 0 4,130
ARS PHARMACEUTICALS COM 82835W108   2,016,334 236,937 SH   SOLE   230,984 0 5,953
STRYKER CORP COM 863667101   4,372,213 12,850 SH   SOLE   12,850 0 0
STRUCTURE THERAPEU SPN ADR 86366E106   524,844 13,365 SH   SOLE   12,750 0 615
SUMMIT THERAPEUTICS COM 86627T108   195,000 25,000 SH   SOLE   21,500 0 3,500
THERMO FISHER SCI COM 883556102   5,814,795 10,515 SH   SOLE   10,515 0 0
TURNSTONE BIOLOGICS COM 90042W100   1,356,238 517,648 SH   SOLE   517,648 0 0
UNITED THERAPEUTICS COM 91307C102   579,761 1,820 SH   SOLE   1,365 0 455
UNITEDHEALTH GRP INC COM 91324P102   13,584,511 26,675 SH   SOLE   26,675 0 0
VAXCYTE INC COM 92243G108   2,546,952 33,730 SH   SOLE   31,800 0 1,930
VERA THERAPEUTICS CL A 92337R101   279,237 7,718 SH   SOLE   5,700 0 2,018
VERTEX PHARMA COM 92532F100   4,054,428 8,650 SH   SOLE   7,150 0 1,500
VIATRIS INC COM 92556V106   239,175 22,500 SH   SOLE   19,500 0 3,000
ZAI LAB LTD ADR 98887Q104   34,660 2,000 SH   SOLE   2,000 0 0
ZIMMER BIOMET HLDS COM 98956P102   2,892,325 26,650 SH   SOLE   26,650 0 0
ALKERMES PLC SHS G01767105   403,193 16,730 SH   SOLE   12,550 0 4,180
BIOHAVEN LTD COM G1110E107   135,369 3,900 SH   SOLE   2,900 0 1,000
ICON PLC SHS G4705A100   2,516,537 8,028 SH   SOLE   7,810 0 218
JAZZ PHARMA PLC SHS USD G50871105   355,838 3,334 SH   SOLE   2,500 0 834
MEDTRONIC PLC SHS G5960L103   4,687,259 59,551 SH   SOLE   59,551 0 0
ROIVANT SCIENCES LTD SHS G76279101   485,765 45,957 SH   SOLE   34,500 0 11,457
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   439,061 16,650 SH   SOLE   12,500 0 4,150
ADC THERAPEUTICS SA SHS H0036K147   720,802 228,102 SH   SOLE   215,102 0 13,000
STEVANATO GROUP SPA ORD SHS T9224W109   1,632,260 89,000 SH   SOLE   89,000 0 0