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
ABIVAX SA SPONSORED ADS 00370M103 13,285,105 98,514 SH SOLE 98,514 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 13,336,207 821,195 SH SOLE 821,195 0 0
ADMA BIOLOGICS INC COM 000899104 10,295,769 564,461 SH SOLE 564,461 0 0
ARCELLX INC COMMON STOCK 03940C100 10,178,307 156,109 SH SOLE 156,109 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 25,432,069 119,265 SH SOLE 119,265 0 0
ATAI BECKLEY NV SHS N0731H103 805,149 196,858 SH SOLE 196,858 0 0
BILLIONTOONE INC CL A 090168105 2,087,329 25,505 SH SOLE 25,505 0 0
BOSTON SCIENTIFIC CORP COM 101137107 34,366,810 360,428 SH SOLE 360,428 0 0
BRIDGEBIO PHARMA INC COM 10806X102 31,414,443 410,700 SH SOLE 410,700 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 34,947,672 647,899 SH SOLE 647,899 0 0
CYTOKINETICS INC COM NEW 23282W605 16,417,529 258,381 SH SOLE 258,381 0 0
DIANTHUS THERAPEUTICS INC COM 252828108 26,933,702 653,572 SH SOLE 653,572 0 0
DISC MEDICINE INC COM 254604101 8,769,008 110,427 SH SOLE 110,427 0 0
DYNE THERAPEUTICS INC COM 26818M108 10,165,625 519,715 SH SOLE 519,715 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 15,945,842 187,048 SH SOLE 187,048 0 0
ELEDON PHARMACEUTICALS INC COM 28617K101 1,902,328 1,259,820 SH SOLE 1,259,820 0 0
ELI LILLY & CO COM 532457108 27,858,930 25,923 SH SOLE 25,923 0 0
FRACTYL HEALTH INC COM 35168W103 12,082,105 5,491,866 SH SOLE 5,491,866 0 0
FULCRUM THERAPEUTICS INC COM 359616109 2,276,714 201,301 SH SOLE 201,301 0 0
GILEAD SCIENCES INC COM 375558103 35,510,155 289,312 SH SOLE 289,312 0 0
GRAIL INC COM 384747101 2,594,490 30,313 SH SOLE 30,313 0 0
HEARTFLOW INC COM 42238D107 3,318,932 113,857 SH SOLE 113,857 0 0
HYPERFINE INC COM CL A 44916K106 1,292,716 1,320,041 SH SOLE 1,320,041 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 15,410,089 27,209 SH SOLE 27,209 0 0
JOHNSON & JOHNSON COM 478160104 25,007,838 120,840 SH SOLE 120,840 0 0
KARYOPHARM THERAPEUTICS INC COM NEW 48576U205 1,052,362 142,984 SH SOLE 142,984 0 0
METAGENOMI INC COM 59102M104 856,969 528,993 SH SOLE 528,993 0 0
MINERALYS THERAPEUTICS INC COM 603170101 12,042,800 331,849 SH SOLE 331,849 0 0
NATERA INC COM 632307104 14,266,122 62,273 SH SOLE 62,273 0 0
OCULAR THERAPEUTIX INC COM 67576A100 8,674,042 714,501 SH SOLE 714,501 0 0
OLEMA PHARMACEUTICALS INC COM 68062P106 6,676,450 267,058 SH SOLE 267,058 0 0
OUTSET MED INC COM NEW 690145206 438,815 118,279 SH SOLE 118,279 0 0
PALVELLA THERAPEUTICS INC NE COM 697947109 1,094,011 10,452 SH SOLE 10,452 0 0
PHATHOM PHARMACEUTICALS INC COM 71722W107 11,596,344 698,996 SH SOLE 698,996 0 0
PROTARA THERAPEUTICS INC COM STK 74365U107 7,708,534 1,446,254 SH SOLE 1,446,254 0 0
REGENERON PHARMACEUTICALS COM 75886F107 22,999,410 29,797 SH SOLE 29,797 0 0
SENSEI BIOTHERAPEUTICS INC COM NEW 81728A207 157,041 14,718 SH SOLE 14,718 0 0
SEPTERNA INC COM 81734D104 8,206,757 294,360 SH SOLE 294,360 0 0
SOLENO THERAPEUTICS INC COM 834203309 16,683,742 360,340 SH SOLE 360,340 0 0
STRUCTURE THERAPEUTICS INC SPONSORED ADS 86366E106 17,589,265 252,901 SH SOLE 252,901 0 0
SUPERNUS PHARMACEUTICALS INC COM 868459108 12,796,011 257,465 SH SOLE 257,465 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105 25,144,915 1,196,807 SH SOLE 1,196,807 0 0
TERNS PHARMACEUTICALS INC COM 880881107 5,533,103 136,958 SH SOLE 136,958 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 3,738,650 162,550 SH SOLE 162,550 0 0
UNIQURE NV SHS N90064101 6,900,096 288,345 SH SOLE 288,345 0 0