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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
1LIFE HEALTHCARE INC COM 68269G107 5,728 730,582 SH   SOLE   730,582 0 0
ACLARIS THERAPEUTICS INC COM 00461U105 3,992 285,971 SH   SOLE   285,971 0 0
AGILON HEALTH INC COM 00857U107 5,035 230,655 SH   SOLE   230,655 0 0
AKERO THERAPEUTICS INC COM 00973Y108 2,722 288,058 SH   SOLE   288,058 0 0
ALKERMES PLC SHS G01767105 7,804 261,966 SH   SOLE   261,966 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 6,850 46,966 SH   SOLE   46,966 0 0
AMICUS THERAPEUTICS INC COM 03152W109 7,566 704,490 SH   SOLE   704,490 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106 4,484 99,150 SH   SOLE   99,150 0 0
ARCTURUS THERAPEUTICS HLDGS COM 03969T109 2,464 156,553 SH   SOLE   156,553 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 15,515 234,830 SH   SOLE   234,830 0 0
ATARA BIOTHERAPEUTICS INC COM 046513107 1,626 208,738 SH   SOLE   208,738 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 10,465 126,286 SH   SOLE   126,286 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 6,566 130,000 SH   SOLE   130,000 0 0
CENTENE CORP DEL COM 15135B101 29,614 350,000 SH   SOLE   350,000 0 0
CHEMOCENTRYX INC COM 16383L106 14,224 574,029 SH   SOLE   574,029 0 0
CINCOR PHARMA INC COM 17240Y109 787 41,748 SH   SOLE   41,748 0 0
CRISPR THERAPEUTICS AG NAMEN AKT H17182108 4,862 80,010 SH   SOLE   80,010 0 0
CVS HEALTH CORP COM 126650100 13,056 140,898 SH   SOLE   140,898 0 0
CYTOKINETICS INC COM NEW 23282W605 20,627 525,000 SH   SOLE   525,000 0 0
DAVITA INC COM 23918K108 4,173 52,184 SH   SOLE   52,184 0 0
DEXCOM INC COM 252131107 12,446 166,991 SH   SOLE   166,991 0 0
ELEVANCE HEALTH INC COM 036752103 32,738 67,840 SH   SOLE   67,840 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 14,883 386,165 SH   SOLE   386,165 0 0
FORMA THERAPEUTICS HLDGS INC SHS 34633R104 896 130,051 SH   SOLE   130,051 0 0
GUARDANT HEALTH INC COM 40131M109 15,543 385,291 SH   SOLE   385,291 0 0
HERON THERAPEUTICS INC COM 427746102 2,790 1,000,000 SH   SOLE   1,000,000 0 0
ICON PLC SHS G4705A100 6,785 31,311 SH   SOLE   31,311 0 0
INSMED INC COM PAR $.01 457669307 2,058 104,369 SH   SOLE   104,369 0 0
INTELLIA THERAPEUTICS INC COM 45826J105 4,322 83,495 SH   SOLE   83,495 0 0
INTRA-CELLULAR THERAPIES INC COM 46116X101 4,468 78,277 SH   SOLE   78,277 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 6,201 57,403 SH   SOLE   57,403 0 0
ITEOS THERAPEUTICS INC COM 46565G104 3,225 156,553 SH   SOLE   156,553 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 3,257 20,874 SH   SOLE   20,874 0 0
KINIKSA PHARMACEUTICALS LTD COM CL A G5269C101 2,276 234,830 SH   SOLE   234,830 0 0
KRYSTAL BIOTECH INC COM 501147102 3,426 52,184 SH   SOLE   52,184 0 0
KURA ONCOLOGY INC COM 50127T109 8,456 461,310 SH   SOLE   461,310 0 0
LEXICON PHARMACEUTICALS INC COM NEW 528872302 558 300,000 SH   SOLE   300,000 0 0
LIFESTANCE HEALTH GROUP INC COM 53228F101 2,089 375,728 SH   SOLE   375,728 0 0
LILLY ELI & CO COM 532457108 23,688 73,059 SH   SOLE   73,059 0 0
LONGBOARD PHARMACEUTICALS IN COM 54300N103 177 57,335 SH   SOLE   57,335 0 0
MAGENTA THERAPEUTICS INC COM 55910K108 394 328,269 SH   SOLE   328,269 0 0
MCKESSON CORP COM 58155Q103 13,619 41,748 SH   SOLE   41,748 0 0
MERCK & CO INC COM 58933Y105 9,515 104,369 SH   SOLE   104,369 0 0
MIRUM PHARMACEUTICALS INC COM 604749101 3,453 177,427 SH   SOLE   177,427 0 0
MODERNA INC COM 60770K107 5,714 40,000 SH   SOLE   40,000 0 0
NANOSTRING TECHNOLOGIES INC COM 63009R109 2,394 188,500 SH   SOLE   188,500 0 0
NEVRO CORP COM 64157F103 3,431 78,277 SH   SOLE   78,277 0 0
PERKINELMER INC COM 714046109 9,648 67,840 SH   SOLE   67,840 0 0
PERRIGO CO PLC SHS G97822103 7,410 182,645 SH   SOLE   182,645 0 0
PTC THERAPEUTICS INC COM 69366J200 4,193 104,656 SH   SOLE   104,656 0 0
REATA PHARMACEUTICALS INC CL A 75615P103 3,172 104,369 SH   SOLE   104,369 0 0
RELAY THERAPEUTICS INC COM 75943R102 7,307 436,262 SH   SOLE   436,262 0 0
REPLIMUNE GROUP INC COM 76029N106 3,832 219,194 SH   SOLE   219,194 0 0
SAGE THERAPEUTICS INC COM 78667J108 13,316 412,257 SH   SOLE   412,257 0 0
SANOFI SPONSORED ADR 80105N105 17,511 350,000 SH   SOLE   350,000 0 0
SEAGEN INC COM 81181C104 5,540 31,311 SH   SOLE   31,311 0 0
SHOCKWAVE MED INC COM 82489T104 8,978 46,966 SH   SOLE   46,966 0 0
SI-BONE INC COM 825704109 2,077 157,317 SH   SOLE   157,317 0 0
TELADOC HEALTH INC COM 87918A105 4,130 124,369 SH   SOLE   124,369 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 13,165 250,485 SH   SOLE   250,485 0 0
UNIQURE NV SHS N90064101 6,582 353,106 SH   SOLE   353,106 0 0
XENON PHARMACEUTICALS INC COM 98420N105 2,959 97,281 SH   SOLE   97,281 0 0
ZAI LAB LTD ADR 98887Q104 5,429 156,554 SH   SOLE   156,554 0 0
ZENTALIS PHARMACEUTICALS INC COM 98943L107 9,561 340,243 SH   SOLE   340,243 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 4,386 41,748 SH   SOLE   41,748 0 0