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
ACCURAY INC COM 004397105   652,205 1,680,508 SH   SOLE   1,680,508 0 0
ADC THERAPEUTICS SA SHS H0036K147   270,304 72,081 SH   SOLE   72,081 0 0
ADICET BIO INC COM NEW 007002207   638,860 93,812 SH   SOLE   93,812 0 0
ALECTOR INC COM 014442107   1,952,955 908,351 SH   SOLE   908,351 0 0
ALIGN TECHNOLOGY INC COM 016255101   2,571,450 15,000 SH   SOLE   15,000 0 0
ALKERMES PLC SHS G01767105   4,932,084 139,482 SH   SOLE   139,482 0 0
ALLOGENE THERAPEUTICS INC COM 019770106   3,343,088 1,370,118 SH   SOLE   1,370,118 0 0
ANNEXON INC COM 03589W102   652,678 117,812 SH   SOLE   117,812 0 0
AQUESTIVE THERAPEUTICS INC COM 03843E104   1,528,922 368,415 SH   SOLE   368,415 0 0
ARCUS BIOSCIENCES INC COM 03969F109   9,586,706 443,829 SH   SOLE   443,829 0 0
ARS PHARMACEUTICALS INC COM 82835W108   1,118,459 139,285 SH   SOLE   139,285 0 0
ASCENDIS PHARMA A/S NOTE 2.250% 4/0 04351PAD3   5,916,500 4,000,000 PRN   SOLE   4,000,000 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101   5,301,275 23,177 SH   SOLE   23,177 0 0
ATRICURE INC COM 04963C209   17,044,706 597,431 SH   SOLE   597,431 0 0
AUTOLUS THERAPEUTICS LTD SPON ADS 05280R100   247,456 179,316 SH   SOLE   179,316 0 0
AXOGEN INC COM 05463X106   8,281,175 249,960 SH   SOLE   249,960 0 0
BICARA THERAPEUTICS INC COM 055477103   8,388,269 421,733 SH   SOLE   421,733 0 0
BICYCLE THERAPEUTICS PLC SPONSORED ADS 088786108   299,243 64,492 SH   SOLE   64,492 0 0
BIOCRYST PHARMACEUTICALS INC COM 09058V103   4,095,961 430,248 SH   SOLE   430,248 0 0
BIOHAVEN LTD COM G1110E107   7,154,918 845,735 SH   SOLE   845,735 0 0
BIONTECH SE SPONSORED ADS 09075V102   622,160 7,000 SH   SOLE   7,000 0 0
CELLDEX THERAPEUTICS INC COM NEW 15117B202   2,173,391 68,518 SH   SOLE   68,518 0 0
CENTURY THERAPEUTICS INC COM 15673T100   5,501,638 2,434,353 SH   SOLE   2,434,353 0 0
COMPASS PATHWAYS PLC SPONSORED ADS 20451W101   13,376,417 2,418,882 SH   SOLE   2,418,882 0 0
COMPUGEN LTD ORD M25722105   549,078 257,783 SH   SOLE   257,783 0 0
CYBIN INC COM NEW 23256X407   2,392,133 498,361 SH   SOLE   498,361 0 0
CYTOKINETICS INC COM NEW 23282W605   14,335,227 217,497 SH   SOLE   217,497 0 0
CYTOMX THERAPEUTICS INC COM 23284F105   1,081,000 230,000 SH   SOLE   230,000 0 0
DAY ONE BIOPHARMACEUTICALS I COM 23954D109   20,978,247 978,463 SH   SOLE   978,463 0 0
DENALI THERAPEUTICS INC COM 24823R105   6,115,200 318,500 SH   SOLE   318,500 0 0
DEXCOM INC COM 252131107   5,418,321 86,279 SH   SOLE   86,279 0 0
EDGEWISE THERAPEUTICS INC COM 28036F105   3,535,434 112,236 SH   SOLE   112,236 0 0
ENGENE HOLDINGS INC COM 29286M105   1,275,874 187,353 SH   SOLE   187,353 0 0
FATE THERAPEUTICS INC COM 31189P102   660,000 550,000 SH   SOLE   550,000 0 0
FOGHORN THERAPEUTICS INC COM 344174107   534,686 111,859 SH   SOLE   111,859 0 0
FULCRUM THERAPEUTICS INC COM 359616109   1,572,350 205,000 SH   SOLE   205,000 0 0
GALAPAGOS NV SPON ADR 36315X101   3,905,250 130,175 SH   SOLE   130,175 0 0
IBIO INC COM NEW 451033708   367,912 193,638 SH   SOLE   193,638 0 0
IDEAYA BIOSCIENCES INC COM 45166A102   15,884,977 476,740 SH   SOLE   476,740 0 0
IMMATICS NV SHS N44445109   2,222,462 225,860 SH   SOLE   225,860 0 0
IMMUNOVANT INC COM 45258J102   3,739,016 150,524 SH   SOLE   150,524 0 0
INOGEN INC COM 45780L104   5,223,206 845,179 SH   SOLE   845,179 0 0
INSPIRE MEDICAL SYSTEMS INC COM 457730109   938,756 18,200 SH   SOLE   18,200 0 0
INSULET CORP COM 45784P101   2,280,961 10,870 SH   SOLE   10,870 0 0
ISHARES NASDAQ BIOTECH INDX ETF 464287556   10,484,741 62,095 SH   SOLE   62,095 0 0
KALVISTA PHARMACEUTICALS INC COM 483497103   5,382,802 267,402 SH   SOLE   267,402 0 0
KARYOPHARM THERAPEUTICS INC COM NEW 48576U205   255,106 45,800 SH   SOLE   45,800 0 0
KURA ONCOLOGY INC COM 50127T109   1,917,607 235,868 SH   SOLE   235,868 0 0
LARIMAR THERAPEUTICS INC COM 517125100   9,131,238 2,029,164 SH   SOLE   2,029,164 0 0
LEXEO THERAPEUTICS INC COM 52886X107   2,164,319 377,059 SH   SOLE   377,059 0 0
MAPLIGHT THERAPEUTICS INC COM 56565P103   3,476,552 171,006 SH   SOLE   171,006 0 0
MAZE THERAPEUTICS INC COM 578784100   1,044,750 35,000 SH   SOLE   35,000 0 0
MBX BIOSCIENCES INC COM 55287L101   5,237,630 175,465 SH   SOLE   175,465 0 0
MEDIWOUND LTD SHS NEW M68830112   1,520,865 94,405 SH   SOLE   94,405 0 0
MINERALYS THERAPEUTICS INC COM 603170101   1,042,694 38,490 SH   SOLE   38,490 0 0
NEKTAR THERAPEUTICS COM NEW 640268306   11,884,557 165,178 SH   SOLE   165,178 0 0
NEUMORA THERAPEUTICS INC COM 640979100   136,500 70,000 SH   SOLE   70,000 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   9,302,820 70,615 SH   SOLE   70,615 0 0
NEUROGENE INC COM 64135M105   1,141,762 56,635 SH   SOLE   56,635 0 0
NEWAMSTERDAM PHARMA CO ORDINARY SHARES N62509109   640,200 20,000 SH   SOLE   20,000 0 0
ORCHESTRA BIOMED HOLDINGS INC COM 68572M106   539,074 126,841 SH   SOLE   126,841 0 0
ORIC PHARMACEUTICALS INC COM 68622P109   945,460 98,724 SH   SOLE   98,724 0 0
ORTHOPEDIATRICS CORP COM 68752L100   1,518,108 95,659 SH   SOLE   95,659 0 0
PLIANT THERAPEUTICS INC COM 729139105   613,620 487,000 SH   SOLE   487,000 0 0
POLYPID LTD COM M8001Q126   910,602 207,900 SH   SOLE   207,900 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105   3,001,200 120,000 SH   SOLE   120,000 0 0
PROFOUND MEDICAL CORP COM NEW 74319B502   1,704,272 263,005 SH   SOLE   263,005 0 0
PROQR THERAPEUTICS N V SHS EURO N71542109   2,539,449 1,567,561 SH   SOLE   1,567,561 0 0
RAPPORT THERAPEUTICS INC COM 75383L102   2,346,750 75,000 SH   SOLE   75,000 0 0
REVOLUTION MEDICINES INC COM 76155X100   56,470,936 580,678 SH   SOLE   580,678 0 0
SCYNEXIS INC COM NEW 811292200   996,630 1,086,956 SH   SOLE   1,086,956 0 0
SPDR S&P BIOTECH ETF ETF 78464A870   40,682,644 318,505 SH   SOLE   318,505 0 0
STEREOTAXIS INC COM NEW 85916J409   25,172,219 13,680,554 SH   SOLE   13,680,554 0 0
STOKE THERAPEUTICS INC COM 86150R107   4,261,290 130,875 SH   SOLE   130,875 0 0
STRUCTURE THERAPEUTICS INC SPONSORED ADS 86366E106   2,241,300 46,500 SH   SOLE   46,500 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105   5,077,413 217,355 SH   SOLE   217,355 0 0
TANDEM DIABETES CARE INC COM NEW 875372203   6,809,337 355,208 SH   SOLE   355,208 0 0
TELA BIO INC COM 872381108   893,438 1,441,029 SH   SOLE   1,441,029 0 0
ULTRAGENYX PHARMACEUTICAL INC COM 90400D108   1,280,045 61,100 SH   SOLE   61,100 0 0
VERRICA PHARMACEUTICALS INC COM SHS 92511W207   813,136 153,712 SH   SOLE   153,712 0 0
VIKING THERAPEUTICS INC COM 92686J106   1,936,651 59,516 SH   SOLE   59,516 0 0
XENON PHARMACEUTICALS INC COM 98420N105   14,582,392 250,772 SH   SOLE   250,772 0 0
ZENAS BIOPHARMA INC COM 98937L105   830,875 42,500 SH   SOLE   42,500 0 0