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
Expires: July 31, 2015
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
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