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
4D MOLECULAR THERAPEUTICS IN COM 35104E100   7,527,690 437,911 SH   SOLE   437,911 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109   10,727,214 1,214,860 SH   SOLE   1,214,860 0 0
AGIOS PHARMACEUTICALS INC COM 00847X104   6,147,461 267,630 SH   SOLE   267,630 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   27,394,962 136,756 SH   SOLE   136,756 0 0
AMERICAN WELL CORP CL A 03044L105   3,292,292 1,395,039 SH   SOLE   1,395,039 0 0
ARGENX SE SPONSORED ADR 04016X101   23,994,152 64,400 SH   SOLE   64,400 0 0
BEAM THERAPEUTICS INC COM 07373V105   884,918 28,900 SH   SOLE   28,900 0 0
BICYCLE THERAPEUTICS PLC SPONSORED ADS 088786108   499,845 23,500 SH   SOLE   23,500 0 0
CANO HEALTH INC COM CL A 13781Y103   3,904,720 4,290,901 SH   SOLE   4,290,901 0 0
CAREMAX INC COM CL A 14171W103   1,908,396 714,755 SH   SOLE   714,755 0 0
DEXCOM INC COM 252131107   26,907,288 231,600 SH   SOLE   231,600 0 0
GUARDANT HEALTH INC COM 40131M109   13,983,390 596,561 SH   SOLE   596,561 0 0
ICON PLC SHS G4705A100   33,298,681 155,900 SH   SOLE   155,900 0 0
ILLUMINA INC COM 452327109   48,247,614 207,472 SH   SOLE   207,472 0 0
INSPIRE MED SYS INC COM 457730109   23,768,170 101,543 SH   SOLE   101,543 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   36,555,202 143,090 SH   SOLE   143,090 0 0
IQVIA HLDGS INC COM 46266C105   45,047,591 226,495 SH   SOLE   226,495 0 0
LANTHEUS HLDGS INC COM 516544103   23,513,088 284,800 SH   SOLE   284,800 0 0
LYELL IMMUNOPHARMA INC COM 55083R104   236,000 100,000 SH   SOLE   100,000 0 0
NATERA INC COM 632307104   43,577,315 784,894 SH   SOLE   784,894 0 0
OLINK HLDG AB SPONSORED ADS 680710100   901,200 40,000 SH   SOLE   40,000 0 0
OUTSET MED INC COM 690145107   22,087,084 1,200,385 SH   SOLE   1,200,385 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105   8,071,791 284,218 SH   SOLE   284,218 0 0
SAREPTA THERAPEUTICS INC COM 803607100   19,108,751 138,640 SH   SOLE   138,640 0 0
SEAGEN INC COM 81181C104   35,412,408 174,902 SH   SOLE   174,902 0 0
TANDEM DIABETES CARE INC COM NEW 875372203   17,280,570 425,525 SH   SOLE   425,525 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   29,392,062 131,238 SH   SOLE   131,238 0 0