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
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   18,614,639 68,938 SH   SOLE   68,938 0 0
ALPHATEC HLDGS INC COM NEW 02081G201   4,523,515 446,106 SH   SOLE   446,106 0 0
AMICUS THERAPEUTICS INC COM 03152W109   4,642,648 568,952 SH   SOLE   568,952 0 0
ANI PHARMACEUTICALS INC COM 00182C103   7,029,750 105,000 SH   SOLE   105,000 0 0
ANNEXON INC COM 03589W102   678,271 351,436 SH   SOLE   351,436 0 0
APOGEE THERAPEUTICS INC COM 03770N101   1,743,330 46,663 SH   SOLE   46,663 0 0
ARCELLX INC COMMON STOCK 03940C100   4,420,784 67,390 SH   SOLE   67,390 0 0
ARCUS BIOSCIENCES INC COM 03969F109   9,542,688 1,215,629 SH   SOLE   1,215,629 0 0
ARDELYX INC COM 039697107   1,029,043 209,581 SH   SOLE   209,581 0 0
ARTIVION INC COM 228903100   2,744,406 111,652 SH   SOLE   111,652 0 0
AXOGEN INC COM 05463X106   9,931,392 536,832 SH   SOLE   536,832 0 0
BECTON DICKINSON & CO COM 075887109   27,552,024 120,283 SH   SOLE   120,283 0 0
BIOCRYST PHARMACEUTICALS INC COM 09058V103   7,504,215 1,000,562 SH   SOLE   1,000,562 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   19,598,944 277,252 SH   SOLE   277,252 0 0
BOSTON SCIENTIFIC CORP COM 101137107   22,797,871 225,990 SH   SOLE   225,990 0 0
CASTLE BIOSCIENCES INC COM 14843C105   7,018,031 350,551 SH   SOLE   350,551 0 0
COOPER COS INC COM 216648501   26,372,028 312,650 SH   SOLE   312,650 0 0
CRINETICS PHARMACEUTICALS IN COM 22663K107   2,144,548 63,940 SH   SOLE   63,940 0 0
CVRX INC COM 126638105   15,037,054 1,229,522 SH   SOLE   1,229,522 0 0
CVS HEALTH CORP COM 126650100   33,653,864 496,736 SH   SOLE   496,736 0 0
DANAHER CORPORATION COM 235851102   12,966,250 63,250 SH   SOLE   63,250 0 0
DAY ONE BIOPHARMACEUTICALS I COM 23954D109   8,272,275 1,043,162 SH   SOLE   1,043,162 0 0
DEXCOM INC COM 252131107   8,902,762 130,367 SH   SOLE   130,367 0 0
DOXIMITY INC CL A 26622P107   5,425,805 93,500 SH   SOLE   93,500 0 0
DYNAVAX TECHNOLOGIES CORP COM NEW 268158201   3,045,148 234,784 SH   SOLE   234,784 0 0
EDAP TMS S A SPONSORED ADR 268311107   303,471 154,832 SH   SOLE   154,832 0 0
EDGEWISE THERAPEUTICS INC COM 28036F105   9,358,954 425,407 SH   SOLE   425,407 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   14,555,361 200,819 SH   SOLE   200,819 0 0
ELI LILLY & CO COM 532457108   32,368,239 39,191 SH   SOLE   39,191 0 0
ENTERA BIO LTD SHS M40527109   747,374 439,632 SH   SOLE   439,632 0 0
GILEAD SCIENCES INC COM 375558103   24,533,348 218,950 SH   SOLE   218,950 0 0
GUARDANT HEALTH INC COM 40131M109   3,805,415 89,329 SH   SOLE   89,329 0 0
ICAD INC COM NEW 44934S206   1,610,240 781,670 SH   SOLE   781,670 0 0
INSMED INC COM PAR $.01 457669307   2,891,467 37,901 SH   SOLE   37,901 0 0
INSPIREMD INC COM 45779A846   3,151,109 1,171,416 SH   SOLE   1,171,416 0 0
INSULET CORP COM 45784P101   34,274,282 130,514 SH   SOLE   130,514 0 0
IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108   301,476 205,086 SH   SOLE   205,086 0 0
KALVISTA PHARMACEUTICALS INC COM 483497103   8,698,298 753,752 SH   SOLE   753,752 0 0
KEROS THERAPEUTICS INC COM 492327101   2,218,903 217,753 SH   SOLE   217,753 0 0
KINIKSA PHARMACEUTICALS INTL ORD SHS CL A G52694109   16,937,812 762,621 SH   SOLE   762,621 0 0
LIVANOVA PLC SHS G5509L101   6,554,693 166,871 SH   SOLE   166,871 0 0
MANNKIND CORP COM NEW 56400P706   12,543,995 2,493,836 SH   SOLE   2,493,836 0 0
MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107   1,458,600 660,000 SH   SOLE   660,000 0 0
MBX BIOSCIENCES INC COM 55287L101   2,423,024 328,323 SH   SOLE   328,323 0 0
MCKESSON CORP COM 58155Q103   14,873,752 22,101 SH   SOLE   22,101 0 0
MERUS N V COM N5749R100   1,188,201 28,230 SH   SOLE   28,230 0 0
MINERALYS THERAPEUTICS INC COM 603170101   4,667,577 293,928 SH   SOLE   293,928 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   18,623,049 168,382 SH   SOLE   168,382 0 0
NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES N62509109   2,066,549 100,955 SH   SOLE   100,955 0 0
NURIX THERAPEUTICS INC COM 67080M103   4,162,990 350,420 SH   SOLE   350,420 0 0
NUVALENT INC COM 670703107   7,800,349 109,988 SH   SOLE   109,988 0 0
OPTIMIZERX CORP COM NEW 68401U204   4,113,500 475,000 SH   SOLE   475,000 0 0
ORIC PHARMACEUTICALS INC COM 68622P109   1,132,773 203,006 SH   SOLE   203,006 0 0
OUTSET MED INC COM NEW 690145206   2,555,955 231,099 SH   SOLE   231,099 0 0
PERFORMANT HEALTHCARE INC COM 71377E105   3,139,379 1,060,601 SH   SOLE   1,060,601 0 0
PRECIGEN INC COM 74017N105   4,755,101 3,191,343 SH   SOLE   3,191,343 0 0
PTC THERAPEUTICS INC COM 69366J200   14,284,801 280,314 SH   SOLE   280,314 0 0
PULMONX CORP COM 745848101   4,117,919 611,875 SH   SOLE   611,875 0 0
QIAGEN NV COM SHS N72482206   14,439,707 359,644 SH   SOLE   359,644 0 0
QUEST DIAGNOSTICS INC COM 74834L100   10,590,736 62,593 SH   SOLE   62,593 0 0
QUIDELORTHO CORP COM 219798105   6,423,220 183,678 SH   SOLE   183,678 0 0
RAPID MICRO BIOSYSTEMS INC CLASS A COM 75340L104   1,942,039 735,621 SH   SOLE   735,621 0 0
RELAY THERAPEUTICS INC COM 75943R102   492,696 188,052 SH   SOLE   188,052 0 0
REPLIMUNE GROUP INC COM 76029N106   9,266,390 950,399 SH   SOLE   950,399 0 0
RESMED INC COM 761152107   5,063,935 22,622 SH   SOLE   22,622 0 0
REVVITY INC COM 714046109   14,765,131 139,557 SH   SOLE   139,557 0 0
RXSIGHT INC COM 78349D107   15,938,760 631,238 SH   SOLE   631,238 0 0
SCHRODINGER INC COM 80810D103   9,504,218 481,470 SH   SOLE   481,470 0 0
SI-BONE INC COM 825704109   3,242,459 231,109 SH   SOLE   231,109 0 0
SILENCE THERAPEUTICS PLC ADS 82686Q101   1,132,924 401,746 SH   SOLE   401,746 0 0
STRYKER CORPORATION COM 863667101   28,920,103 77,690 SH   SOLE   77,690 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105   7,309,415 594,987 SH   SOLE   594,987 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   28,704,721 213,418 SH   SOLE   213,418 0 0
TERNS PHARMACEUTICALS INC COM 880881107   2,648,780 959,703 SH   SOLE   959,703 0 0
TRAVERE THERAPEUTICS INC COM 89422G107   17,096,952 954,071 SH   SOLE   954,071 0 0
TREACE MED CONCEPTS INC COM 89455T109   5,986,592 713,539 SH   SOLE   713,539 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108   11,016,675 304,244 SH   SOLE   304,244 0 0
UNIQURE NV SHS N90064101   2,160,630 203,833 SH   SOLE   203,833 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   3,154,219 10,232 SH   SOLE   10,232 0 0
UNITEDHEALTH GROUP INC COM 91324P102   26,299,059 50,213 SH   SOLE   50,213 0 0
UPSTREAM BIO INC COM 91678A107   1,429,406 233,563 SH   SOLE   233,563 0 0
UROGEN PHARMA LTD COM M96088105   4,348,272 393,153 SH   SOLE   393,153 0 0
VAXCYTE INC COM 92243G108   3,527,955 93,431 SH   SOLE   93,431 0 0
VERA THERAPEUTICS INC CL A 92337R101   1,828,523 76,125 SH   SOLE   76,125 0 0
VERACYTE INC COM 92337F107   4,930,143 166,278 SH   SOLE   166,278 0 0
VERONA PHARMA PLC SPONSORED ADS 925050106   16,534,129 260,421 SH   SOLE   260,421 0 0
VIRIDIAN THERAPEUTICS INC COM 92790C104   14,349,541 1,064,506 SH   SOLE   1,064,506 0 0
VYNE THERAPEUTICS INC COM 92941V308   344,405 217,978 SH   SOLE   217,978 0 0
XENON PHARMACEUTICALS INC COM 98420N105   5,857,025 174,576 SH   SOLE   174,576 0 0
XERIS BIOPHARMA HOLDINGS INC COM 98422E103   9,774,692 1,780,454 SH   SOLE   1,780,454 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   22,692,590 200,500 SH   SOLE   200,500 0 0