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
ACLARIS THERAPEUTICS INC COM 00461U105 22,908,514 4,330,532 SH SOLE 4,330,532 0 0
AGILON HEALTH INC COM NEW 00857U206 28,145,468 262,600 SH SOLE 262,600 0 0
AGIOS PHARMACEUTICALS INC COM 00847X104 19,763,413 532,563 SH SOLE 532,563 0 0
ALKERMES PLC SHS G01767105 10,469,097 199,811 SH SOLE 199,811 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 20,093,753 66,750 SH SOLE 66,750 0 0
ALPHATEC HLDGS INC COM NEW 02081G201 3,114,000 360,000 SH SOLE 360,000 0 0
ALTIMMUNE INC COM NEW 02155H200 1,433,254 471,465 SH SOLE 471,465 0 0
AMYLYX PHARMACEUTICALS INC COM 03237H101 8,975,761 499,764 SH SOLE 499,764 0 0
ARCUS BIOSCIENCES INC COM 03969F109 5,549,400 180,000 SH SOLE 180,000 0 0
ARDELYX INC COM 039697107 11,433,022 2,241,769 SH SOLE 2,241,769 0 0
ARGENX SE SPONSORED ADR 04016X101 48,939,868 52,750 SH SOLE 52,750 0 0
ASCENDIS PHARMA A/S ORD SHS K08588103 45,009,000 168,750 SH SOLE 168,750 0 0
AVALYN PHARMACEUTICALS INC COM SHS 05348Y105 21,823,261 662,918 SH SOLE 662,918 0 0
AXSOME THERAPEUTICS INC. COM 05464T104 1,346,235 5,500 SH SOLE 5,500 0 0
AZENTA INC COM 114340102 10,284,560 403,000 SH SOLE 403,000 0 0
BICARA THERAPEUTICS INC COM 055477103 15,892,641 535,286 SH SOLE 535,286 0 0
BIOCRYST PHARMACEUTICALS INC COM 09058V103 221,240 22,124 SH SOLE 22,124 0 0
BOSTON SCIENTIFIC CORP COM 101137107 22,556,380 528,500 SH SOLE 528,500 0 0
BRIDGEBIO PHARMA INC COM 10806X102 10,780,980 144,750 SH SOLE 144,750 0 0
CAPRICOR THERAPEUTICS INC COM NEW 14070B309 1,792,708 74,448 SH SOLE 74,448 0 0
CARIS LIFE SCIENCES INC COM 142152107 8,687,250 487,500 SH SOLE 487,500 0 0
CELLDEX THERAPEUTICS INC NEW COM NEW 15117B202 26,015,223 699,146 SH SOLE 699,146 0 0
CENTURY THERAPEUTICS INC COM 15673T100 3,195,650 1,304,347 SH SOLE 1,304,347 0 0
COGENT BIOSCIENCES INC COM 19240Q201 19,965,988 515,917 SH SOLE 515,917 0 0
COMPASS THERAPEUTICS INC COM 20454B104 7,719,595 3,524,929 SH SOLE 3,524,929 0 0
CORCEPT THERAPEUTICS INC COM 218352102 6,260,400 72,000 SH SOLE 72,000 0 0
CVS HEALTH CORP COM 126650100 4,138,000 40,000 SH SOLE 40,000 0 0
CYTOKINETICS INC COM NEW 23282W605 16,014,016 187,980 SH SOLE 187,980 0 0
DANAHER CORP DEL COM 235851102 14,533,624 76,300 SH SOLE 76,300 0 0
DEFINIUM THERAPEUTICS INC COM SHS 24477V105 6,735,516 143,187 SH SOLE 143,187 0 0
DEXCOM INC COM 252131107 23,101,050 343,000 SH SOLE 343,000 0 0
DIANTHUS THERAPEUTICS INC COM 252828108 1,981,378 20,326 SH SOLE 20,326 0 0
DYNE THERAPEUTICS INC COM 26818M108 20,925,240 942,154 SH SOLE 942,154 0 0
EDAP TMS S A SPONSORED ADR 268311107 7,179,480 1,386,000 SH SOLE 1,386,000 0 0
ELI LILLY & CO COM 532457108 118,383,741 98,700 SH SOLE 98,700 0 0
ENLIVEN THERAPEUTICS INC COM 29337E102 23,579,719 464,625 SH SOLE 464,625 0 0
ERASCA INC COM 29479A108 25,687,388 1,402,150 SH SOLE 1,402,150 0 0
EVOLENT HEALTH INC CL A 30050B101 13,550,000 2,500,000 SH SOLE 2,500,000 0 0
EYEPOINT INC COM NEW 30233G209 3,839,822 268,519 SH SOLE 268,519 0 0
GLAUKOS CORP COM 377322102 663,860 4,750 SH SOLE 4,750 0 0
HEARTFLOW INC COM 42238D107 16,826,490 573,500 SH SOLE 573,500 0 0
HEMAB THERAPEUTICS HLDGS INC COM SHS 423494103 21,135,617 575,432 SH SOLE 575,432 0 0
IMMUNOME INC COM 45257U108 7,367,043 347,666 SH SOLE 347,666 0 0
INDIVIOR PHARMACEUTICALS INC COM 45579U109 10,072,865 245,500 SH SOLE 245,500 0 0
INSMED INC COM PAR $.01 457669307 38,612,433 362,150 SH SOLE 362,150 0 0
INSPIRE MED SYS INC COM 457730109 10,884,840 244,000 SH SOLE 244,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 30,406,613 76,460 SH SOLE 76,460 0 0
IRHYTHM HOLDINGS INC COM 450056106 32,074,868 269,650 SH SOLE 269,650 0 0
JANUX THERAPEUTICS INC COM 47103J105 5,637,258 367,009 SH SOLE 367,009 0 0
JASPER THERAPEUTICS INC COM NEW 471871202 463,406 1,100,726 SH SOLE 1,100,726 0 0
KAILERA THERAPEUTICS INC COMMON STOCK 482931102 1,431,950 65,000 SH SOLE 65,000 0 0
KYMERA THERAPEUTICS INC COM 501575104 51,963,399 453,156 SH SOLE 453,156 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102 967,480 33,500 SH SOLE 33,500 0 0
LENZ THERAPEUTICS INC COM 52635N103 1,462,373 257,460 SH SOLE 257,460 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 93,965,713 174,999 SH SOLE 174,999 0 0
MBX BIOSCIENCES INC COM 55287L101 16,461,634 298,218 SH SOLE 298,218 0 0
MEDTRONIC PLC SHS G5960L103 2,417,307 30,900 SH SOLE 30,900 0 0
MINERALYS THERAPEUTICS INC COM 603170101 13,083,978 484,951 SH SOLE 484,951 0 0
MINIMED GROUP INC COM 60365F109 22,724,000 1,520,000 SH SOLE 1,520,000 0 0
MIRUM PHARMACEUTICALS INC COM 604749101 93,438,835 798,145 SH SOLE 798,145 0 0
MOBIA MED INC COMMON STOCK 60705V103 5,603,880 418,200 SH SOLE 418,200 0 0
MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD 61559X104 208,251 10,696 SH SOLE 10,696 0 0
NERVGEN PHARMA CORP COM 64082X203 2,488,956 1,208,231 SH SOLE 1,208,231 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 24,395,441 144,750 SH SOLE 144,750 0 0
NEUROGENE INC COM 64135M105 3,357,288 106,750 SH SOLE 106,750 0 0
NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES N62509109 19,749,194 582,744 SH SOLE 582,744 0 0
NOVO-NORDISK A S ADR 670100205 3,044,190 63,500 SH SOLE 63,500 0 0
OCULAR THERAPEUTIX INC COM 67576A100 3,768,091 383,716 SH SOLE 383,716 0 0
OLEMA PHARMACEUTICALS INC COM 68062P106 2,942,077 235,178 SH SOLE 235,178 0 0
OMADA HEALTH INC COM 68170A108 8,187,350 373,000 SH SOLE 373,000 0 0
OMEROS CORP COM 682143102 6,832,925 718,499 SH SOLE 718,499 0 0
ORUKA THERAPEUTICS INC COM 687604108 1,146,894 12,051 SH SOLE 12,051 0 0
PARABILIS MEDICINES INC COM 698955101 15,820,626 578,028 SH SOLE 578,028 0 0
PENUMBRA INC COM 70975L107 36,548,063 115,750 SH SOLE 115,750 0 0
PHARVARIS N V COM N69605108 22,419,355 648,333 SH SOLE 648,333 0 0
PHREESIA INC COM 71944F106 7,171,101 696,900 SH SOLE 696,900 0 0
PTC THERAPEUTICS INC COM 69366J200 13,238,648 162,298 SH SOLE 162,298 0 0
REVOLUTION MEDICINES INC COM 76155X100 206,983,729 1,105,210 SH SOLE 1,105,210 0 0
RHYTHM PHARMACEUTICALS INC COM 76243J105 76,899,156 692,598 SH SOLE 692,598 0 0
ROIVANT SCIENCES LTD SHS G76279101 3,574,390 101,000 SH SOLE 101,000 0 0
SAGIMET BIOSCIENCES INC COM SER A 786700104 1,932,500 250,000 SH SOLE 250,000 0 0
SCHOLAR ROCK HLDG CORP COM 80706P103 39,349,860 715,452 SH SOLE 715,452 0 0
SIONNA THERAPEUTICS INC COM 829401108 4,373,882 99,429 SH SOLE 99,429 0 0
SPYRE THERAPEUTICS INC COM NEW 00773J202 3,751,310 42,254 SH SOLE 42,254 0 0
STRUCTURE THERAPEUTICS INC SPONSORED ADS 86366E106 34,365,813 640,317 SH SOLE 640,317 0 0
STRYKER CORPORATION COM 863667101 9,130,360 29,000 SH SOLE 29,000 0 0
SUMMIT THERAPEUTICS INC COM 86627T108 10,417,550 715,000 SH SOLE 715,000 0 0
SURGERY PARTNERS INC COM 86881A100 1,411,200 84,000 SH SOLE 84,000 0 0
TALPHERA INC COM NEW 00444T209 3,696,862 3,589,186 SH SOLE 3,589,186 0 0
TANGO THERAPEUTICS INC COM 87583X109 14,271,784 456,551 SH SOLE 456,551 0 0
TARSUS PHARMACEUTICALS INC COM 87650L103 17,439,856 277,087 SH SOLE 277,087 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 23,385,000 125,000 SH SOLE 125,000 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 1,998,920 59,000 SH SOLE 59,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 5,013,600 10,000 SH SOLE 10,000 0 0
TRAVERE THERAPEUTICS INC COM 89422G107 123,792,910 2,179,069 SH SOLE 2,179,069 0 0
TREVI THERAPEUTICS INC COM 89532M101 4,849,000 260,000 SH SOLE 260,000 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 32,316,678 967,855 SH SOLE 967,855 0 0
UNITEDHEALTH GROUP INC COM 91324P102 26,496,413 63,750 SH SOLE 63,750 0 0
VAXCYTE INC COM 92243G108 3,502,333 60,250 SH SOLE 60,250 0 0
VERA THERAPEUTICS INC CL A 92337R101 18,347,629 427,584 SH SOLE 427,584 0 0
VIKING THERAPEUTICS INC COM 92686J106 994,755 25,500 SH SOLE 25,500 0 0
XENON PHARMACEUTICALS INC COM 98420N105 41,280,627 683,907 SH SOLE 683,907 0 0
ZAI LAB LTD ADR 98887Q104 15,479,433 814,707 SH SOLE 814,707 0 0
ZENAS BIOPHARMA INC COM 98937L105 12,742,714 502,077 SH SOLE 502,077 0 0