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
ABBOTT LABORATORIES COM 002824100 25,931,496 285,778 SH SOLE 285,778 0 0
AGIOS PHARMACEUTICALS INC COM 00847X104 20,293,529 546,848 SH SOLE 546,848 0 0
ASCENDIS PHARMA A/S ORD SHS K08588103 25,296,525 94,843 SH SOLE 94,843 0 0
BAXTER INTL INC COM 071813109 31,113,982 1,459,380 SH SOLE 1,459,380 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 39,024,326 682,005 SH SOLE 682,005 0 0
BLACK DIAMOND THERAPEUTICS I COM 09203E105 3,098,748 1,674,999 SH SOLE 1,674,999 0 0
COGENT BIOSCIENCES INC COM 19240Q201 15,226,167 393,441 SH SOLE 393,441 0 0
CRINETICS PHARMACEUTICALS IN COM 22663K107 8,959,845 239,440 SH SOLE 239,440 0 0
DENALI THERAPEUTICS INC COM 24823R105 10,078,794 391,866 SH SOLE 391,866 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 21,265,009 864,080 SH SOLE 864,080 0 0
ELEDON PHARMACEUTICALS INC COM 28617K101 13,889,832 3,525,338 SH SOLE 3,525,338 0 0
ELI LILLY & CO COM 532457108 46,880,921 39,086 SH SOLE 39,086 0 0
ENOVIS CORPORATION COM 194014502 11,011,262 531,945 SH SOLE 531,945 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 19,132,946 726,108 SH SOLE 726,108 0 0
EVOMMUNE INC COM SHS 30054Y107 10,540,897 793,145 SH SOLE 793,145 0 0
GLAUKOS CORP COM 377322102 9,296,695 66,519 SH SOLE 66,519 0 0
GLOBUS MED INC CL A 379577208 11,032,719 139,637 SH SOLE 139,637 0 0
ICU MED INC COM 44930G107 15,495,620 105,700 SH SOLE 105,700 0 0
INSMED INC COM PAR $.01 457669307 30,049,568 281,838 SH SOLE 281,838 0 0
INSULET CORP COM 45784P101 26,937,897 176,932 SH SOLE 176,932 0 0
LANTHEUS HLDGS INC COM 516544103 14,717,522 132,662 SH SOLE 132,662 0 0
LARIMAR THERAPEUTICS INC COM 517125100 11,193,912 3,670,135 SH SOLE 3,670,135 0 0
LIVANOVA PLC SHS G5509L101 8,829,282 107,373 SH SOLE 107,373 0 0
MEDTRONIC PLC SHS G5960L103 23,727,237 303,301 SH SOLE 303,301 0 0
MEREO BIOPHARMA GROUP PLC SPON ADS 589492107 2,401,417 7,558,756 SH SOLE 7,558,756 0 0
OCULAR THERAPEUTIX INC COM 67576A100 14,634,609 1,490,286 SH SOLE 1,490,286 0 0
OLEMA PHARMACEUTICALS INC COM 68062P106 11,568,723 924,758 SH SOLE 924,758 0 0
ORIC PHARMACEUTICALS INC COM 68622P109 11,346,483 1,047,690 SH SOLE 1,047,690 0 0
PACS GROUP INC COM SHS 69380Q107 9,196,382 215,675 SH SOLE 215,675 0 0
PFIZER INC COM 717081103 42,663,571 1,771,743 SH SOLE 1,771,743 0 0
PTC THERAPEUTICS INC COM 69366J200 35,376,827 433,699 SH SOLE 433,699 0 0
REVOLUTION MEDICINES INC COM 76155X100 15,511,841 82,827 SH SOLE 82,827 0 0
SOLVENTUM CORP COM SHS 83444M101 24,414,426 316,454 SH SOLE 316,454 0 0
STAAR SURGICAL CO COM PAR $0.01 852312305 9,241,795 322,126 SH SOLE 322,126 0 0
TELEFLEX INCORPORATED COM 879369106 10,155,758 80,118 SH SOLE 80,118 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 26,037,630 51,934 SH SOLE 51,934 0 0
TYRA BIOSCIENCES INC COM 90240B106 12,037,228 376,870 SH SOLE 376,870 0 0
VEEVA SYS INC CL A COM 922475108 42,008,746 236,709 SH SOLE 236,709 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 27,327,204 317,426 SH SOLE 317,426 0 0