ABBOTT LABS COM 002824100 2626093 25578 SH SOLE 25578 0 0 ABBVIE INC COM 00287Y109 2653378 12200 SH SOLE 12200 0 0 ABIVAX SA SPONSORED ADS 00370M103 297861 2340 SH SOLE 2005 0 335 AGOMAB THERAPEUTICS SPONSORED ADS 00860C102 477295 43500 SH SOLE 41500 0 2000 ALIGNMENT HEALTH COM 01625V104 474172 26911 SH SOLE 26911 0 0 ALNYLAM PHARMACUETCL COM 02043Q107 864232 2310 SH SOLE 2008 0 302 AMGEN INC COM 031162100 3514982 9210 SH SOLE 8430 0 780 ARCUS BIOSCIENCES COM 03969F109 1035504 45070 SH SOLE 42200 0 2870 ARDELYX INC COM 039697107 781060 122394 SH SOLE 114394 0 8000 ARGENX SE SP ADR 04016X101 2736977 3564 SH SOLE 3380 0 184 ARRIVENT BIOPHARMA COM 04272N102 720430 30013 SH SOLE 28798 0 1215 ARS PHARMACEUTICALS COM 82835W108 676672 79150 SH SOLE 74032 0 5118 ASCENDIS PHARMA A S SP ADR 04351P101 728276 2800 SH SOLE 2416 0 384 AXSOME THERAPEUTIC COM 05464T104 289869 1500 SH SOLE 1285 0 215 BEONE MEDICINES LTD SP ADR 07725L102 631061 1870 SH SOLE 1615 0 255 BIOGEN INC COM 09062X103 385910 1850 SH SOLE 1595 0 255 BIOMARIN PHARMAC COM 09061G101 607268 9450 SH SOLE 8150 0 1300 BIONTECH SE SP ADR 09075V102 2045307 22164 SH SOLE 21316 0 848 BOSTON SCIENTIFIC COM 101137107 2182445 34780 SH SOLE 34780 0 0 BOUNDLESS BIO COM 10170A100 746431 678574 SH SOLE 678574 0 0 BRIDGEBIO PHARMA COM 10806X102 687276 8100 SH SOLE 6945 0 1155 BRISTOL MYERS SQUIBB COM 110122108 1282748 21150 SH SOLE 21150 0 0 COGENT BIOSCIENCES COM 19240Q201 902398 22140 SH SOLE 20835 0 1305 CONTINEUM THERAPEUTICS CL A 21217B100 9502286 727587 SH SOLE 727587 0 0 CYTOKINETICS INC COM NEW 23282W605 544614 7300 SH SOLE 6337 0 963 DANAHER CORP COM 235851102 1819591 9597 SH SOLE 9597 0 0 DEXCOM INC COM 252131107 1458907 23231 SH SOLE 23231 0 0 EDWARDS LIFESCIENCES COM 28176E108 1388427 17338 SH SOLE 17338 0 0 ELI LILLY & CO COM 532457108 5844219 6354 SH SOLE 6354 0 0 EVOMMUNE INC COM SHS 30054Y107 13541225 589005 SH SOLE 589005 0 0 GILEAD SCIENCES INC COM 375558103 4131624 27490 SH SOLE 25335 0 2155 GUARDANT HEALTH INC COM 40131M109 205523 1980 SH SOLE 1735 0 245 HINGE HEALTH INC CL A 433313103 472129 12244 SH SOLE 12244 0 0 ILLUMINA INC COM 452327109 296071 2132 SH SOLE 1862 0 270 IMMATICS NV SHS N44445109 692687 66830 SH SOLE 63265 0 3565 INCYTE CORPORATION COM 45337C102 254124 2350 SH SOLE 2000 0 350 INSMED INC COM PAR $.01 457669307 3380776 19668 SH SOLE 18661 0 1007 INSPIRE MED SYS INC COM 457730109 372666 7225 SH SOLE 7225 0 0 INTUITIVE SURGIC INC COM NEW 46120E602 2420198 5250 SH SOLE 5250 0 0 IONIS PHARMACEUTICAL COM 462222100 617240 7200 SH SOLE 6180 0 1020 IQVIA HOLDINGS INC COM 46266C105 1416676 8307 SH SOLE 8307 0 0 JAZZ PHARMA PLC SHS USD G50871105 371294 1750 SH SOLE 1536 0 214 JOHNSON & JOHNSON COM 478160104 4453208 18218 SH SOLE 18218 0 0 KURA ONCOLOGY INC COM 50127T109 606010 71480 SH SOLE 68420 0 3060 MEDPACE HOLDINGS COM 58506Q109 228090 430 SH SOLE 385 0 45 MEDTRONIC PLC SHS G5960L103 961815 11100 SH SOLE 11100 0 0 MERCK & CO INC COM 58933Y105 2583829 21480 SH SOLE 21480 0 0 MINERALYS THERAPEUTICS COM 603170101 895135 31618 SH SOLE 30193 0 1425 MODERNA INC COM 60770K107 247904 4350 SH SOLE 3820 0 530 NEKTAR THERAPEUTICS COM NEW 640268306 820662 10851 SH SOLE 10296 0 555 NEUROCRINE BIOSCIENCES COM 64125C109 343841 2300 SH SOLE 1990 0 310 OMADA HEALTH INC COM 68170A108 322043 25620 SH SOLE 25620 0 0 ORIC PHARMACEUTICALS COM 68622P109 332651 23500 SH SOLE 20745 0 2755 PALISADE BIO INC COM 696389402 172375 88000 SH SOLE 77500 0 10500 PFIZER INC COM 717081103 772200 27500 SH SOLE 27500 0 0 PRIVIA HEALTH GROUP COM 74276R102 558188 27136 SH SOLE 27136 0 0 PTC THERAPEUTICS INC COM 69366J200 515063 6650 SH SOLE 5740 0 910 RADNET INC COM 750491102 447064 7999 SH SOLE 7999 0 0 RAPPORT THERAPEUTICS COM 75383L102 835005 25421 SH SOLE 24156 0 1265 REGENERON PHARMCTCLS COM 75886F107 2481720 2919 SH SOLE 2626 0 293 REVOLUTION MEDICINES COM 76155X100 202280 1830 SH SOLE 1580 0 250 ROIVANT SCIENCES LTD SHS G76279101 1016368 32500 SH SOLE 28308 0 4192 ROYALTY PHARMA PLC SHS CLASS A G7709Q104 393834 7200 SH SOLE 6190 0 1010 SHOULDER INNOVATIONS COMMON STOCK 82537J108 6253814 430407 SH SOLE 430407 0 0 STRUCTURE THERAPEUTICS SP ADR 86366E106 710805 14102 SH SOLE 13457 0 645 STRYKER CORP COM 863667101 1930138 5874 SH SOLE 5874 0 0 SUMMIT THERAPEUTICS COM 86627T108 1399627 69615 SH SOLE 65410 0 4205 SYNDAX PHARMACEUTICS COM 87164F105 787466 31680 SH SOLE 29650 0 2030 TARSUS PHARMACEUTICALS COM 87650L103 852463 11272 SH SOLE 10392 0 880 TECTONIC THERAPEUTIC COM 878972108 628215 19059 SH SOLE 17794 0 1265 THERMO FISHER SCIENTIFIC COM 883556102 1724287 3508 SH SOLE 3508 0 0 TREVI THERAPEUTICS COM 89532M101 939499 74446 SH SOLE 70141 0 4305 UNIQURE N.V. SHS N90064101 499411 29245 SH SOLE 27945 0 1300 UNITED THERAPEUTICS COM 91307C102 1145637 1710 SH SOLE 1488 0 222 UNITEDHEALTH GRP INC COM 91324P102 4047215 14957 SH SOLE 14957 0 0 VERA THERAPEUTICS CL A 92337R101 1084641 25573 SH SOLE 24185 0 1388 VERTEX PHARMA COM 92532F100 3457113 7007 SH SOLE 6272 0 735