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
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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   2,944,064 23,498 SH   SOLE   23,498 0 0
ABBVIE INC COM 00287Y109   3,838,632 16,800 SH   SOLE   16,800 0 0
ALIGNMENT HEALTHCARE COM 01625V104   622,125 31,500 SH   SOLE   31,500 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   1,188,973 2,990 SH   SOLE   2,568 0 422
AMGEN INC COM 031162100   4,277,942 13,070 SH   SOLE   11,980 0 1,090
AMICUS THERAPEUTICS COM 03152W109   616,592 43,300 SH   SOLE   38,000 0 5,300
ARCUS BIOSCIENCES COM 03969F109   1,356,999 56,945 SH   SOLE   54,000 0 2,945
ARGENX SE SPN ADR SP ADR 04016X101   2,433,710 2,894 SH   SOLE   2,685 0 209
ARRIVENT BIOPHARMA COM 04272N102   769,691 38,255 SH   SOLE   36,840 0 1,415
ARS PHARMACEUTICALS COM 82835W108   347,205 29,803 SH   SOLE   26,000 0 3,803
ASCENDIS PHARMA SP ADR 04351P101   693,883 3,254 SH   SOLE   2,800 0 454
ASTRAZENECA SP ADR 046353108   1,400,277 15,232 SH   SOLE   13,080 0 2,152
AXSOME THERAPEUTICS COM 05464T104   317,794 1,740 SH   SOLE   1,500 0 240
BEONE MEDICINES LTD SP ADR 07725L102   809,654 2,665 SH   SOLE   2,285 0 380
BIOGEN INC COM 09062X103   379,259 2,155 SH   SOLE   1,850 0 305
BIOMARIN PHARMACEUTICAL INC COM 09061G101   646,599 10,880 SH   SOLE   9,450 0 1,430
BIONTECH SE SP ADR 09075V102   1,639,154 17,218 SH   SOLE   16,260 0 958
BOSTON SCIENTIFIC COM 101137107   2,634,139 27,626 SH   SOLE   27,626 0 0
BOUNDLESS BIO INC COM 10170A100   814,289 678,574 SH   SOLE   678,574 0 0
BRIDGEBIO PHARMA COM 10806X102   854,393 11,170 SH   SOLE   9,600 0 1,570
CARLSMED INC COM 14280C105   589,095 47,700 SH   SOLE   47,700 0 0
COGENT BIOSCIENCES INC COM 19240Q201   1,160,971 32,685 SH   SOLE   31,100 0 1,585
CONTINEUM THERAPEUTICS CL A 21217B100   9,152,995 800,787 SH   SOLE   800,787 0 0
CYTOKINETICS INC COM NEW 23282W605   374,441 5,893 SH   SOLE   5,080 0 813
DANAHER CORP COM 235851102   2,420,829 10,575 SH   SOLE   10,575 0 0
DEXCOM INC COM 252131107   1,904,819 28,700 SH   SOLE   28,700 0 0
EDWARDS LIFESCIENCE COM 28176E108   1,470,563 17,250 SH   SOLE   17,250 0 0
EVOMMUNE INC COM SHS 30054Y107   10,083,766 589,005 SH   SOLE   589,005 0 0
GILEAD SCIENCES INC COM 375558103   2,195,205 17,885 SH   SOLE   15,330 0 2,555
HINGE HEALTH INC CL A 433313103   659,869 14,206 SH   SOLE   14,206 0 0
ILLUMINA INC COM 452327109   324,227 2,472 SH   SOLE   2,132 0 340
IMMATICS NV SHS N44445109   661,658 63,015 SH   SOLE   59,900 0 3,115
INCYTE CORPORATION COM 45337C102   271,618 2,750 SH   SOLE   2,350 0 400
INSMED INC COM PAR $.01 457669307   1,946,115 11,182 SH   SOLE   10,100 0 1,082
INSPIRE MED SYS INC COM 457730109   664,056 7,200 SH   SOLE   7,200 0 0
INTUITIVE SURGIC INC COM NEW 46120E602   2,746,846 4,850 SH   SOLE   4,850 0 0
IONIS PHARMACEUTICAL COM 462222100   661,755 8,365 SH   SOLE   7,200 0 1,165
JAZZ PHARMA PLC SHS USD G50871105   348,330 2,049 SH   SOLE   1,750 0 299
JOHNSON & JOHNSON COM 478160104   4,201,085 20,300 SH   SOLE   20,300 0 0
KURA ONCOLOGY COM 50127T109   562,203 54,110 SH   SOLE   51,650 0 2,460
LENZ THERAPEUTICS INC COM 52635N103   680,000 42,500 SH   SOLE   42,500 0 0
ELI LILLY & CO COM 532457108   7,819,372 7,276 SH   SOLE   7,276 0 0
MADRIGAL PHARMA COM 558868105   204,984 352 SH   SOLE   305 0 47
MERCK & CO INC COM 58933Y105   2,252,564 21,400 SH   SOLE   21,400 0 0
MINERALYS THERAPEUTICS COM 603170101   1,147,671 31,625 SH   SOLE   29,900 0 1,725
MODERNA INC COM 60770K107   147,598 5,005 SH   SOLE   4,350 0 655
NEKTAR THERAPEUTICS COM NEW 640268306   570,146 13,485 SH   SOLE   12,800 0 685
NEUROCRINE BIOSCIENCES COM 64125C109   379,395 2,675 SH   SOLE   2,300 0 375
OMADA HEALTH INC COM 68170A108   575,970 36,500 SH   SOLE   36,500 0 0
ORIC PHARMACEUTICALS COM 68622P109   183,886 22,480 SH   SOLE   19,100 0 3,380
PFIZER INC COM 717081103   676,035 27,150 SH   SOLE   27,150 0 0
PRIVIA HEALTH GROUP COM 74276R102   616,460 26,000 SH   SOLE   26,000 0 0
PTC THERAPEUTICS COM 69366J200   586,031 7,715 SH   SOLE   6,650 0 1,065
RADNET INC COM 750491102   784,850 11,000 SH   SOLE   11,000 0 0
RAPPORT THERAPEUTICS COM 75383L102   1,180,984 38,925 SH   SOLE   36,530 0 2,395
REGENERON PHARMCTCLS COM 75886F107   2,867,497 3,715 SH   SOLE   3,363 0 352
ROIVANT SCIENCES LTD SHS G76279101   984,030 45,347 SH   SOLE   39,000 0 6,347
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   327,281 8,470 SH   SOLE   7,200 0 1,270
SHOULDER INNOVATIONS COMMON STOCK 82537J108   7,041,821 492,435 SH   SOLE   492,435 0 0
STRUCTURE THERAPEUTICS SP ADR 86366E106   1,660,298 23,872 SH   SOLE   23,227 0 645
STRYKER CORP COM 863667101   2,302,129 6,550 SH   SOLE   6,550 0 0
SUMMIT THERAPEUTICS COM 86627T108   1,392,641 79,625 SH   SOLE   74,700 0 4,925
SYNDAX PHARMACEUTICALS COM 87164F105   1,285,813 61,200 SH   SOLE   58,150 0 3,050
TARSUS PHARMACEUTICAL COM 87650L103   1,206,911 14,740 SH   SOLE   13,700 0 1,040
TECTONIC THERAPEUTICS COM 878972108   881,439 42,255 SH   SOLE   40,700 0 1,555
TEMPUS AI INC CL A 88023B103   265,725 4,500 SH   SOLE   3,880 0 620
THERMO FISHER SCIENTIFIC COM 883556102   2,259,855 3,900 SH   SOLE   3,900 0 0
TREVI THERAPEUTIC INC COM 89532M101   1,054,873 84,255 SH   SOLE   79,950 0 4,305
UNIQURE N.V. SHS N90064101   731,899 30,585 SH   SOLE   29,100 0 1,485
UNITED THERAPEUTICS COM 91307C102   839,532 1,723 SH   SOLE   1,475 0 248
UNITEDHEALTH GRP INC COM 91324P102   4,487,845 13,595 SH   SOLE   13,595 0 0
VENTYX BIOSCIENCES COM 92332V107   875,413 96,945 SH   SOLE   94,000 0 2,945
VERA THERAPEUTICS CL A 92337R101   1,866,490 36,858 SH   SOLE   35,290 0 1,568
VERTEX PHARMA COM 92532F100   3,629,147 8,005 SH   SOLE   7,095 0 910