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
ALIGN TECHNOLOGY INC COM 016255101 11,542,725 67,332 SH SOLE 67,332 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 11,869,943 51,895 SH SOLE 51,895 0 0
BECTON DICKINSON & CO COM 075887109 43,900,188 279,210 SH SOLE 279,210 0 0
BIOGEN INC COM 09062X103 17,652,662 96,289 SH SOLE 96,289 0 0
BIOHAVEN LTD COM G1110E107 2,672,886 315,944 SH SOLE 315,944 0 0
COGENT BIOSCIENCES INC COM 19240Q201 13,571,189 352,590 SH SOLE 352,590 0 0
DENALI THERAPEUTICS INC COM 24823R105 26,111,405 1,359,969 SH SOLE 1,359,969 0 0
DEXCOM INC COM 252131107 33,834,254 538,762 SH SOLE 538,762 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 22,281,726 931,121 SH SOLE 931,121 0 0
ELEDON PHARMACEUTICALS INC COM 28617K101 10,977,511 3,564,127 SH SOLE 3,564,127 0 0
ELI LILLY & CO COM 532457108 19,035,560 20,696 SH SOLE 20,696 0 0
EVOMMUNE INC COM SHS 30054Y107 15,600,761 678,589 SH SOLE 678,589 0 0
GLOBUS MED INC CL A 379577208 30,530,796 354,350 SH SOLE 354,350 0 0
ICU MED INC COM 44930G107 32,841,683 254,291 SH SOLE 254,291 0 0
INSMED INC COM PAR $.01 457669307 31,871,520 194,909 SH SOLE 194,909 0 0
INTEGER HLDGS CORP COM 45826H109 18,746,376 213,027 SH SOLE 213,027 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 31,200,264 67,681 SH SOLE 67,681 0 0
LANTHEUS HLDGS INC COM 516544103 18,917,066 249,401 SH SOLE 249,401 0 0
MEREO BIOPHARMA GROUP PLC SPON ADS 589492107 2,494,389 7,558,756 SH SOLE 7,558,756 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 27,656,442 209,932 SH SOLE 209,932 0 0
NUVALENT INC COM 670703107 13,313,378 129,950 SH SOLE 129,950 0 0
OCULAR THERAPEUTIX INC COM 67576A100 12,600,353 1,487,645 SH SOLE 1,487,645 0 0
OLEMA PHARMACEUTICALS INC COM 68062P106 22,432,632 1,504,536 SH SOLE 1,504,536 0 0
ORIC PHARMACEUTICALS INC COM 68622P109 10,679,898 842,928 SH SOLE 842,928 0 0
PACS GROUP INC COM SHS 69380Q107 19,406,262 604,180 SH SOLE 604,180 0 0
PFIZER INC COM 717081103 41,112,742 1,464,129 SH SOLE 1,464,129 0 0
PTC THERAPEUTICS INC COM 69366J200 25,628,121 376,165 SH SOLE 376,165 0 0
REVOLUTION MEDICINES INC COM 76155X100 30,728,277 315,972 SH SOLE 315,972 0 0
SCHEIN HENRY INC COM 806407102 45,991,527 624,037 SH SOLE 624,037 0 0
TANDEM DIABETES CARE INC COM NEW 875372203 14,605,719 761,905 SH SOLE 761,905 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 52,367,738 579,161 SH SOLE 579,161 0 0