The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
| AGIOS PHARMACEUTICALS INC | COM | 00847X104 | 9,693,319 | 330,830 | SH | SOLE | 330,830 | 0 | 0 | |||
| AKERO THERAPEUTICS INC | COM | 00973Y108 | 9,164,672 | 226,400 | SH | SOLE | 226,400 | 0 | 0 | |||
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 17,728,433 | 65,656 | SH | SOLE | 65,656 | 0 | 0 | |||
| ARGENX SE | SPONSORED ADR | 04016X101 | 44,383,956 | 74,990 | SH | SOLE | 74,990 | 0 | 0 | |||
| ASCENDIS PHARMA A/S | SPONSORED ADR | 04351P101 | 8,806,090 | 56,500 | SH | SOLE | 56,500 | 0 | 0 | |||
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 27,046,842 | 382,612 | SH | SOLE | 382,612 | 0 | 0 | |||
| DEXCOM INC | COM | 252131107 | 24,374,135 | 356,921 | SH | SOLE | 356,921 | 0 | 0 | |||
| EXACT SCIENCES CORP | COM | 30063P105 | 16,824,659 | 388,650 | SH | SOLE | 388,650 | 0 | 0 | |||
| ICON PLC | SHS | G4705A100 | 36,606,158 | 209,190 | SH | SOLE | 209,190 | 0 | 0 | |||
| ILLUMINA INC | COM | 452327109 | 27,242,262 | 343,361 | SH | SOLE | 343,361 | 0 | 0 | |||
| IMMUNOCORE HLDGS PLC | ADS | 45258D105 | 1,373,721 | 46,300 | SH | SOLE | 46,300 | 0 | 0 | |||
| INSMED INC | COM PAR $.01 | 457669307 | 33,819,357 | 443,300 | SH | SOLE | 443,300 | 0 | 0 | |||
| INSPIRE MED SYS INC | COM | 457730109 | 12,920,953 | 81,121 | SH | SOLE | 81,121 | 0 | 0 | |||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 2,174,235 | 4,390 | SH | SOLE | 4,390 | 0 | 0 | |||
| NATERA INC | COM | 632307104 | 39,561,427 | 279,764 | SH | SOLE | 279,764 | 0 | 0 | |||
| NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 24,896,060 | 225,100 | SH | SOLE | 225,100 | 0 | 0 | |||
| PROCEPT BIOROBOTICS CORP | COM | 74276L105 | 17,424,925 | 299,089 | SH | SOLE | 299,089 | 0 | 0 | |||
| TRANSMEDICS GROUP INC | COM | 89377M109 | 6,772,472 | 100,661 | SH | SOLE | 100,661 | 0 | 0 | |||
| ULTRAGENYX PHARMACEUTICAL IN | COM | 90400D108 | 22,725,396 | 627,600 | SH | SOLE | 627,600 | 0 | 0 | |||
| VIR BIOTECHNOLOGY INC | COM | 92764N102 | 1,558,440 | 240,500 | SH | SOLE | 240,500 | 0 | 0 | |||