ABBOTT LABS COM 002824100 2211566 19398 SH SOLE 19398 0 0 ABBVIE INC COM 00287Y109 3120184 15800 SH SOLE 15800 0 0 ALNYLAM PHARMACUETCL COM 02043Q107 2665041 9690 SH SOLE 8300 0 1390 AMGEN INC COM 031162100 2284469 7090 SH SOLE 5370 0 1720 AMICUS THERAPEUTICS COM 03152W109 1509458 141335 SH SOLE 132620 0 8715 APELLIS PHARMACEUTIC COM 03753U106 297052 10300 SH SOLE 7850 0 2450 ARCUS BIOSCIENCES COM 03969F109 1154731 75522 SH SOLE 70852 0 4670 ARGENX SE SP ADR 04016X101 2166694 3997 SH SOLE 3540 0 457 ARVINAS INC COM 04335A105 1128793 45830 SH SOLE 43150 0 2680 ASCENDIS PHARMA A S SP ADR 04351P101 319673 2141 SH SOLE 1600 0 541 ASTRAZENECA SP ADR 046353108 2472879 21340 SH SOLE 16250 0 5090 BEIGENE LIMITED SP ADR 07725L102 592033 2637 SH SOLE 2010 0 627 BIOMARIN PHARMAC INC COM 09061G101 2591592 36870 SH SOLE 33900 0 2970 BIOGEN INC COM 09062X103 1168274 6027 SH SOLE 4602 0 1425 BIONTECH SE SP ADR 09075V102 1562419 13155 SH SOLE 12150 0 1005 BLUEPRINT MEDICINES COM 09627Y109 1380100 14920 SH SOLE 13610 0 1310 BOSTON SCIENTIFIC COM 101137107 2767579 33026 SH SOLE 33026 0 0 BOUNDLESS BIO INC COM 10170A100 2354652 678574 SH SOLE 678574 0 0 BRIDGEBIO PHARMA INC COM 10806X102 384064 15085 SH SOLE 11500 0 3585 BRISTOL MYERS SQUIBB COM 110122108 2587000 50000 SH SOLE 50000 0 0 CVS HEALTH CORP COM 126650100 1603440 25500 SH SOLE 25500 0 0 COGENT BIOSCIENCES I COM 19240Q201 911520 84400 SH SOLE 78500 0 5900 CONTINEUM THERA CL A 21217B100 15328977 800887 SH SOLE 800887 0 0 CRINETICS PHARMACE COM 22663K107 296380 5800 SH SOLE 4400 0 1400 CYTOKINETICS INC COM 23282W605 1509710 28593 SH SOLE 26500 0 2093 DANAHER CORP COM 235851102 1327546 4775 SH SOLE 4775 0 0 DEXCOM INC COM 252131107 717328 10700 SH SOLE 10700 0 0 EDWARDS LIFESCIENCE COM 28176E108 1705842 25850 SH SOLE 25850 0 0 ENGENE HOLDINGS INC COM 29286M105 621845 94219 SH SOLE 88919 0 5300 EVOLENT HEALTH INC CL A 30050B101 1102920 39000 SH SOLE 39000 0 0 EXELIXIS INC COM 30161Q104 285710 11010 SH SOLE 8400 0 2610 GERON CORP COM 374163103 208840 46000 SH SOLE 46000 0 0 GILEAD SCIENCES INC COM 375558103 5119690 61065 SH SOLE 50800 0 10265 GOODRX HLDGS INC COM 38246G108 805040 116000 SH SOLE 116000 0 0 HUMANA INC COM 444859102 690810 2181 SH SOLE 2181 0 0 ILLUMINA INC COM 452327109 749205 5745 SH SOLE 4370 0 1375 INARI MED INC COM 45332Y109 1031000 25000 SH SOLE 25000 0 0 INSMED INC COM 457669307 706713 9681 SH SOLE 7371 0 2310 INTRA CELLULAR THERA COM 46116X101 470483 6430 SH SOLE 4900 0 1530 INTUITIVE SURGIC INC COM 46120E602 1498374 3050 SH SOLE 3050 0 0 IONIS PHARMACEUTICAL COM 462222100 378166 9440 SH SOLE 7200 0 2240 IQVIA HOLDINGS INC COM 46266C105 1800972 7600 SH SOLE 7600 0 0 ISHARES TRUST 0-3 MNTH TREASRY 46436E718 1531096 15200 SH SOLE 0 0 15200 PERSPECTIVE THERAPEU COM 46489V302 272340 20400 SH SOLE 15500 0 4900 ITEOS THERAPEUTICS COM 46565G104 159787 15650 SH SOLE 11800 0 3850 J P MORGAN EXCHANGE ULTRA SHRT ETF 46641Q837 126850 2500 SH SOLE 0 0 2500 JOHNSON & JOHNSON COM 478160104 4197354 25900 SH SOLE 25900 0 0 KYVERNA THERAPEUTICS COM 501976104 111981 22900 SH SOLE 17500 0 5400 LEGEND BIOTECH CORP SP ADR 52490G102 1325456 27200 SH SOLE 18600 0 8600 LENZ THERAPEUTICS COM 52635N103 23199796 977245 SH SOLE 977245 0 0 LILLY ELI & CO COM 532457108 9741796 10996 SH SOLE 10996 0 0 MADRIGAL PHARMACEUTI COM 558868105 221770 1045 SH SOLE 800 0 245 MEDPACE HOLDINGS COM 58506Q109 362507 1086 SH SOLE 830 0 256 MERCK & CO INC COM 58933Y105 2725440 24000 SH SOLE 24000 0 0 MINERALYS THERAPEUTI COM 603170101 3990402 329513 SH SOLE 327183 0 2330 MODERNA INC COM 60770K107 932947 13960 SH SOLE 10650 0 3310 MOONLAKE IMMUNOTHERA CLASS A ORD 61559X104 1374348 27258 SH SOLE 25687 0 1571 NEUROCRINE BIOSCIENC COM 64125C109 1441978 12515 SH SOLE 11800 0 715 NOVO-NORDISK AS ADR 670100205 261954 2200 SH SOLE 2200 0 0 OLEMA PHARMACEUTICAL COM 68062P106 787801 65980 SH SOLE 61850 0 4130 OPTION CARE HEALTH COM 68404L201 1252000 40000 SH SOLE 40000 0 0 PTC THERAPEUTICS I COM 69366J200 281960 7600 SH SOLE 5800 0 1800 PFIZER INC COM 717081103 3317971 114650 SH SOLE 114650 0 0 REGENERON PHARMCTCLS COM 75886F107 3574216 3400 SH SOLE 2700 0 700 REVOLUTION MEDICIN COM 76155X100 291601 6430 SH SOLE 4900 0 1530 ROCKET PHARMACEUTICA COM 77313F106 801284 43383 SH SOLE 40183 0 3200 SAREPTA THERAPEUTICS COM 803607100 1538145 12316 SH SOLE 11020 0 1296 ARS PHARMACEUTICALS COM 82835W108 1430280 98640 SH SOLE 92807 0 5833 SPRINGWORKS THERAPEU COM 85205L107 320720 10010 SH SOLE 7600 0 2410 STRYKER CORP COM 863667101 2691387 7450 SH SOLE 7450 0 0 STRUCTURE THERAPEU SP ADR 86366E106 1070697 24395 SH SOLE 22650 0 1745 SUMMIT THERAPEUTICS COM 86627T108 584730 26700 SH SOLE 19800 0 6900 TARSUS PHARMACEUTICA COM 87650L103 371657 11300 SH SOLE 8600 0 2700 THERMO FISHER SCI COM 883556102 3247493 5250 SH SOLE 5250 0 0 TURNSTONE BIOLOGICS COM 90042W100 288382 517648 SH SOLE 517648 0 0 UNITED THERAPEUTICS COM 91307C102 379851 1060 SH SOLE 805 0 255 UNITEDHEALTH GRP INC COM 91324P102 7673925 13125 SH SOLE 13125 0 0 VAXCYTE INC COM 92243G108 1661486 14540 SH SOLE 12860 0 1680 VERA THERAPEUTICS CL A 92337R101 328318 7428 SH SOLE 5700 0 1728 VERTEX PHARMA COM 92532F100 2250987 4840 SH SOLE 3670 0 1170 VIATRIS INC COM 92556V106 297680 25640 SH SOLE 19500 0 6140 ZAI LAB LTD ADR 98887Q104 1759082 72870 SH SOLE 61800 0 11070 ZIMMER BIOMET HLDS COM 98956P102 1457325 13500 SH SOLE 13500 0 0 ICON PLC SHS G4705A100 1323924 4608 SH SOLE 4410 0 198 JAZZ PHARMA PLC SHS USD G50871105 253346 2274 SH SOLE 1750 0 524 MEDTRONIC PLC SHS G5960L103 2642381 29350 SH SOLE 29350 0 0 ROIVANT SCIENCES LTD SHS G76279101 520766 45127 SH SOLE 34500 0 10627 ROYALTY PHARMA PLC SHS CLASS A G7709Q104 464805 16430 SH SOLE 12500 0 3930 ADC THERAPEUTICS SA SHS H0036K147 114074 36214 SH SOLE 27214 0 9000 UNIQURE N.V. SHS N90064101 754290 153000 SH SOLE 145000 0 8000