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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| 4D MOLECULAR THERAPEUTICS IN | COM | 35104E100 | 12,610,847 | 948,184 | SH | SOLE | 948,184 | 0 | 0 | ||
| ABSCI CORPORATION | COM | 00091E109 | 10,365,795 | 894,374 | SH | SOLE | 894,374 | 0 | 0 | ||
| ADAPTIVE BIOTECHNOLOGIES COR | COM | 00650F109 | 10,445,807 | 486,984 | SH | SOLE | 486,984 | 0 | 0 | ||
| AGIOS PHARMACEUTICALS INC | COM | 00847X104 | 24,828,297 | 669,046 | SH | SOLE | 669,046 | 0 | 0 | ||
| ALIGN TECHNOLOGY INC | COM | 016255101 | 6,234,180 | 36,963 | SH | SOLE | 36,963 | 0 | 0 | ||
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 15,253,792 | 50,672 | SH | SOLE | 50,672 | 0 | 0 | ||
| ALPHATEC HLDGS INC | COM NEW | 02081G201 | 3,892,007 | 449,943 | SH | SOLE | 449,943 | 0 | 0 | ||
| ALTO NEUROSCIENCE INC | COM SHS | 02157Q109 | 11,322,234 | 429,035 | SH | SOLE | 429,035 | 0 | 0 | ||
| AMNEAL PHARMACEUTICALS INC | COM STK CL A | 03168L105 | 9,367,999 | 541,190 | SH | SOLE | 541,190 | 0 | 0 | ||
| AMYLYX PHARMACEUTICALS INC | COM | 03237H101 | 7,162,125 | 398,782 | SH | SOLE | 398,782 | 0 | 0 | ||
| ANI PHARMACEUTICALS INC | COM | 00182C103 | 16,796,641 | 202,907 | SH | SOLE | 202,907 | 0 | 0 | ||
| ANNEXON INC | COM | 03589W102 | 3,660,276 | 641,029 | SH | SOLE | 641,029 | 0 | 0 | ||
| ARCUS BIOSCIENCES INC | COM | 03969F109 | 28,340,971 | 919,266 | SH | SOLE | 919,266 | 0 | 0 | ||
| ARS PHARMACEUTICALS INC | COM | 82835W108 | 822,627 | 102,700 | SH | SOLE | 102,700 | 0 | 0 | ||
| ARTIVION INC | COM | 228903100 | 3,121,982 | 138,940 | SH | SOLE | 138,940 | 0 | 0 | ||
| ASSEMBLY BIOSCIENCES INC | COM NEW | 045396207 | 19,818,054 | 721,181 | SH | SOLE | 721,181 | 0 | 0 | ||
| AVALO THERAPEUTICS INC | COM NEW | 05338F306 | 14,161,039 | 766,290 | SH | SOLE | 766,290 | 0 | 0 | ||
| AVEANNA HEALTHCARE HLDGS INC | COM | 05356F105 | 6,122,845 | 714,451 | SH | SOLE | 714,451 | 0 | 0 | ||
| AXSOME THERAPEUTICS INC. | COM | 05464T104 | 2,447,700 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| BIOCRYST PHARMACEUTICALS INC | COM | 09058V103 | 16,242,790 | 1,624,279 | SH | SOLE | 1,624,279 | 0 | 0 | ||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 7,702,929 | 180,481 | SH | SOLE | 180,481 | 0 | 0 | ||
| BRIGHT MINDS BIOSCIENCES INC | COM NEW | 10919W405 | 14,394,721 | 205,053 | SH | SOLE | 205,053 | 0 | 0 | ||
| CAREDX INC | COM | 14167L103 | 5,768,885 | 202,417 | SH | SOLE | 202,417 | 0 | 0 | ||
| CARLSMED INC | COM | 14280C105 | 6,200,161 | 597,318 | SH | SOLE | 597,318 | 0 | 0 | ||
| CASTLE BIOSCIENCES INC | COM | 14843C105 | 3,453,265 | 144,791 | SH | SOLE | 144,791 | 0 | 0 | ||
| CLIMB BIO INC | COM | 28658R106 | 7,347,831 | 563,484 | SH | SOLE | 563,484 | 0 | 0 | ||
| COGENT BIOSCIENCES INC | COM | 19240Q201 | 9,805,226 | 253,365 | SH | SOLE | 253,365 | 0 | 0 | ||
| CRYOPORT INC | COM PAR $0.001 | 229050307 | 7,980,687 | 508,324 | SH | SOLE | 508,324 | 0 | 0 | ||
| CVS HEALTH CORP | COM | 126650100 | 40,530,779 | 391,791 | SH | SOLE | 391,791 | 0 | 0 | ||
| DEXCOM INC | COM | 252131107 | 36,016,557 | 534,767 | SH | SOLE | 534,767 | 0 | 0 | ||
| EDAP TMS S A | SPONSORED ADR | 268311107 | 802,030 | 154,832 | SH | SOLE | 154,832 | 0 | 0 | ||
| EDGEWISE THERAPEUTICS INC | COM | 28036F105 | 23,444,973 | 577,036 | SH | SOLE | 577,036 | 0 | 0 | ||
| EIKON THERAPEUTICS INC | COM | 282564103 | 3,341,492 | 256,053 | SH | SOLE | 256,053 | 0 | 0 | ||
| ELI LILLY & CO | COM | 532457108 | 41,980,050 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| ENTERA BIO LTD | SHS | M40527109 | 485,860 | 274,497 | SH | SOLE | 274,497 | 0 | 0 | ||
| ENVISTA HOLDINGS CORPORATION | COM | 29415F104 | 14,595,687 | 553,916 | SH | SOLE | 553,916 | 0 | 0 | ||
| ERASCA INC | COM | 29479A108 | 4,739,091 | 258,684 | SH | SOLE | 258,684 | 0 | 0 | ||
| EYEPOINT INC | COM NEW | 30233G209 | 18,420,731 | 1,288,163 | SH | SOLE | 1,288,163 | 0 | 0 | ||
| GRAIL INC | PUT | 384747951 | 3,140,420 | 46,000 | SH | Put | SOLE | 46,000 | 0 | 0 | |
| HEMAB THERAPEUTICS HLDGS INC | COM SHS | 423494103 | 1,652,850 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| IMMUNOME INC | COM | 45257U108 | 12,591,140 | 594,202 | SH | SOLE | 594,202 | 0 | 0 | ||
| INDIVIOR PHARMACEUTICALS INC | COM | 45579U109 | 14,945,957 | 364,269 | SH | SOLE | 364,269 | 0 | 0 | ||
| INHIBRX BIOSCIENCES INC | COM | 45720N103 | 24,346,013 | 256,950 | SH | SOLE | 256,950 | 0 | 0 | ||
| INSPIREMD INC | COM | 45779A846 | 1,691,804 | 2,416,518 | SH | SOLE | 2,416,518 | 0 | 0 | ||
| INSULET CORP | COM | 45784P101 | 20,002,301 | 131,378 | SH | SOLE | 131,378 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 20,444,801 | 105,811 | SH | SOLE | 105,811 | 0 | 0 | ||
| IRHYTHM HOLDINGS INC | COM | 450056106 | 8,001,410 | 67,267 | SH | SOLE | 67,267 | 0 | 0 | ||
| LIVANOVA PLC | SHS | G5509L101 | 17,311,800 | 210,529 | SH | SOLE | 210,529 | 0 | 0 | ||
| MBX BIOSCIENCES INC | COM | 55287L101 | 44,169,550 | 800,173 | SH | SOLE | 800,173 | 0 | 0 | ||
| MINERALYS THERAPEUTICS INC | COM | 603170101 | 10,261,951 | 380,354 | SH | SOLE | 380,354 | 0 | 0 | ||
| MINIMED GROUP INC | COM | 60365F109 | 3,385,368 | 226,446 | SH | SOLE | 226,446 | 0 | 0 | ||
| OPTIMIZERX CORP | COM NEW | 68401U204 | 2,003,985 | 350,347 | SH | SOLE | 350,347 | 0 | 0 | ||
| ORUKA THERAPEUTICS INC | COM | 687604108 | 10,772,102 | 113,188 | SH | SOLE | 113,188 | 0 | 0 | ||
| OVID THERAPEUTICS INC | COM | 690469101 | 532,477 | 197,947 | SH | SOLE | 197,947 | 0 | 0 | ||
| PTC THERAPEUTICS INC | COM | 69366J200 | 35,539,315 | 435,691 | SH | SOLE | 435,691 | 0 | 0 | ||
| PULMONX CORP | COM | 745848101 | 840,533 | 646,564 | SH | SOLE | 646,564 | 0 | 0 | ||
| RESMED INC | COM | 761152107 | 6,427,727 | 32,983 | SH | SOLE | 32,983 | 0 | 0 | ||
| SHOULDER INNOVATIONS INC | COMMON STOCK | 82537J108 | 4,587,579 | 226,212 | SH | SOLE | 226,212 | 0 | 0 | ||
| SI BONE INC | COM | 825704109 | 5,364,156 | 328,686 | SH | SOLE | 328,686 | 0 | 0 | ||
| STOKE THERAPEUTICS INC | COM | 86150R107 | 11,630,095 | 355,443 | SH | SOLE | 355,443 | 0 | 0 | ||
| STRUCTURE THERAPEUTICS INC | SPONSORED ADS | 86366E106 | 26,065,426 | 485,661 | SH | SOLE | 485,661 | 0 | 0 | ||
| STRYKER CORPORATION | COM | 863667101 | 21,400,619 | 67,973 | SH | SOLE | 67,973 | 0 | 0 | ||
| SYNDAX PHARMACEUTICALS INC | COM | 87164F105 | 19,176,816 | 877,256 | SH | SOLE | 877,256 | 0 | 0 | ||
| TARSUS PHARMACEUTICALS INC | COM | 87650L103 | 9,441,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| TENET HEALTHCARE CORP | COM NEW | 88033G407 | 18,199,142 | 97,280 | SH | SOLE | 97,280 | 0 | 0 | ||
| UNIQURE NV | SHS | N90064101 | 9,588,310 | 208,170 | SH | SOLE | 208,170 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 23,242,445 | 55,921 | SH | SOLE | 55,921 | 0 | 0 | ||
| UPSTREAM BIO INC | COM | 91678A107 | 6,471,909 | 935,247 | SH | SOLE | 935,247 | 0 | 0 | ||
| UROGEN PHARMA LTD | COM | M96088105 | 6,405,555 | 174,064 | SH | SOLE | 174,064 | 0 | 0 | ||
| VIATRIS INC | COM | 92556V106 | 3,176,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| VIR BIOTECHNOLOGY INC | COM | 92764N102 | 4,843,093 | 475,279 | SH | SOLE | 475,279 | 0 | 0 | ||
| VIRIDIAN THERAPEUTICS INC | COM | 92790C104 | 25,306,071 | 1,377,576 | SH | SOLE | 1,377,576 | 0 | 0 | ||
| WATERS CORP | COM | 941848103 | 11,328,458 | 30,206 | SH | SOLE | 30,206 | 0 | 0 | ||
| WAYSTAR HLDG CORP | COM | 946784105 | 4,187,833 | 203,986 | SH | SOLE | 203,986 | 0 | 0 | ||
| XENON PHARMACEUTICALS INC | COM | 98420N105 | 23,985,796 | 397,379 | SH | SOLE | 397,379 | 0 | 0 | ||
| XERIS BIOPHARMA HOLDINGS INC | COM | 98422E103 | 14,316,358 | 1,807,621 | SH | SOLE | 1,807,621 | 0 | 0 | ||
| ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | 20,020,832 | 232,557 | SH | SOLE | 232,557 | 0 | 0 | ||