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
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
908 DEVICES INC Common Stocks 65443P102 4,556 80,000 SH   SOLE   80,000 0 0
ABBVIE INC Common Stocks 00287Y109 641 5,981 SH   SOLE   5,981 0 0
AGILENT TECHNOLOGIES INC Common Stocks 00846U101 302 2,548 SH   SOLE   2,548 0 0
ALEXION PHARMACEUTICALS INC Common Stocks 015351109 969 6,200 SH   SOLE   6,200 0 0
ALPHATEC HLDGS INC Common Stocks 02081G201 1,924 132,500 SH   SOLE   132,500 0 0
AMGEN INC Common Stocks 031162100 251 1,092 SH   SOLE   1,092 0 0
ANTHEM INC Common Stocks 036752103 399 1,244 SH   SOLE   1,244 0 0
APTOSE BIOSCIENCES INC Common Stocks 03835T200 3,676 839,194 SH   SOLE   839,194 0 0
ARENA PHARMACEUTICALS INC Common Stocks 040047607 24,737 321,967 SH   SOLE   321,967 0 0
ARROWHEAD PHARMACEUTICALS IN Common Stocks 04280A100 54,052 704,449 SH   SOLE   704,449 0 0
ATRICURE INC Common Stocks 04963C209 45,054 809,310 SH   SOLE   809,310 0 0
AXOGEN INC Common Stocks 05463X106 38,290 2,139,134 SH   SOLE   2,139,134 0 0
BAXTER INTL INC Common Stocks 071813109 261 3,258 SH   SOLE   3,258 0 0
BECTON DICKINSON & CO Common Stocks 075887109 416 1,662 SH   SOLE   1,662 0 0
BIO RAD LABS INC Common Stocks 090572207 319 548 SH   SOLE   548 0 0
BIOXCEL THERAPEUTICS INC Common Stocks 09075P105 4,352 94,202 SH   SOLE   94,202 0 0
CAREDX INC Common Stocks 14167L103 129,514 1,787,637 SH   SOLE   1,787,637 0 0
CIGNA CORP NEW Common Stocks 125523100 325 1,560 SH   SOLE   1,560 0 0
CODEXIS INC Common Stocks 192005106 21,013 962,591 SH   SOLE   962,591 0 0
CVS HEALTH CORP Common Stocks 126650100 286 4,182 SH   SOLE   4,182 0 0
ENVISTA HOLDINGS CORPORATION Common Stocks 29415F104 303 8,985 SH   SOLE   8,985 0 0
FIVE PRIME THERAPEUTICS INC Common Stocks 33830X104 26,597 1,563,618 SH   SOLE   1,563,618 0 0
GENMAB A/S Common Stocks 372303206 25,904 637,084 SH   SOLE   637,084 0 0
GILEAD SCIENCES INC Common Stocks 375558103 301 5,175 SH   SOLE   5,175 0 0
GLAUKOS CORP Common Stocks 377322102 51,049 678,307 SH   SOLE   678,307 0 0
GRIFOLS S A Common Stocks 398438408 187 10,166 SH   SOLE   10,166 0 0
HALOZYME THERAPEUTICS INC Common Stocks 40637H109 109,846 2,571,892 SH   SOLE   2,571,892 0 0
SELECT SECTOR SPDR TR ETF 81369Y209 2,069 18,241 SH   SOLE   18,241 0 0
HEALTH CATALYST INC Common Stocks 42225T107 42,307 971,897 SH   SOLE   971,897 0 0
HILL ROM HLDGS INC Common Stocks 431475102 208 2,121 SH   SOLE   2,121 0 0
HOLOGIC INC Common Stocks 436440101 243 3,340 SH   SOLE   3,340 0 0
ICU MED INC Common Stocks 44930G107 223 1,041 SH   SOLE   1,041 0 0
INSMED INC Common Stocks 457669307 35,661 1,071,219 SH   SOLE   1,071,219 0 0
INTERSECT ENT INC Common Stocks 46071F103 28,006 1,222,961 SH   SOLE   1,222,961 0 0
INVESCO EXCH TRADED FD TR II ETF 46138E149 2,937 17,285 SH   SOLE   17,285 0 0
IONIS PHARMACEUTICALS INC Common Stocks 462222100 10,155 179,601 SH   SOLE   179,601 0 0
ISHARES TR ETF 464287556 2,532 16,713 SH   SOLE   16,713 0 0
ISHARES TR ETF 464288810 2,481 7,580 SH   SOLE   7,580 0 0
JAZZ PHARMACEUTICALS PLC Common Stocks G50871105 8,576 51,962 SH   SOLE   51,962 0 0
JOHNSON & JOHNSON Common Stocks 478160104 340 2,161 SH   SOLE   2,161 0 0
KARUNA THERAPEUTICS INC Common Stocks 48576A100 13,958 137,400 SH   SOLE   137,400 0 0
KRYSTAL BIOTECH INC Common Stocks 501147102 29,504 491,740 SH   SOLE   491,740 0 0
LHC GROUP INC Common Stocks 50187A107 3,131 14,679 SH   SOLE   14,679 0 0
MARAVAI LIFESCIENCES HLDGS I Common Stocks 56600D107 10,328 368,200 SH   SOLE   368,200 0 0
MEI PHARMA INC Common Stocks 55279B202 10,014 3,793,275 SH   SOLE   3,793,275 0 0
MERCK & CO. INC Common Stocks 58933Y105 347 4,247 SH   SOLE   4,247 0 0
MODEL N INC Common Stocks 607525102 46,741 1,310,013 SH   SOLE   1,310,013 0 0
NEOGENOMICS INC Common Stocks 64049M209 27,840 517,091 SH   SOLE   517,091 0 0
NOVARTIS AG Common Stocks 66987V109 334 3,535 SH   SOLE   3,535 0 0
NUVASIVE INC Common Stocks 670704105 294 5,228 SH   SOLE   5,228 0 0
OMNICELL COM Common Stocks 68213N109 52,838 440,246 SH   SOLE   440,246 0 0
OPTIMIZERX CORP Common Stocks 68401U204 21,366 685,700 SH   SOLE   685,700 0 0
ORTHOPEDIATRICS CORP Common Stocks 68752L100 11,570 280,477 SH   SOLE   280,477 0 0
OXFORD IMMUNOTEC GLOBAL PLC Common Stocks G6855A103 86,393 4,946,629 SH   SOLE   4,946,629 0 0
PERRIGO CO PLC Common Stocks G97822103 236 5,275 SH   SOLE   5,275 0 0
PFIZER INC Common Stocks 717081103 312 8,469 SH   SOLE   8,469 0 0
PROTHENA CORP PLC Common Stocks G72800108 24,698 2,056,453 SH   SOLE   2,056,453 0 0
QUIDEL CORP Common Stocks 74838J101 11,621 64,686 SH   SOLE   64,686 0 0
REPRO MED SYS INC Common Stocks 759910102 35,346 5,871,364 SH   SOLE   5,871,364 0 0
SANOFI Common Stocks 80105N105 323 6,650 SH   SOLE   6,650 0 0
SEASPINE HLDGS CORP Common Stocks 81255T108 93,384 5,351,493 SH   SOLE   5,351,493 0 0
SI BONE INC Common Stocks 825704109 20,152 673,982 SH   SOLE   673,982 0 0
SIMULATIONS PLUS INC Common Stocks 829214105 5,158 71,719 SH   SOLE   71,719 0 0
SUTRO BIOPHARMA INC Common Stocks 869367102 17,956 827,101 SH   SOLE   827,101 0 0
SYNEOS HEALTH INC Common Stocks 87166B102 304 4,469 SH   SOLE   4,469 0 0
TANDEM DIABETES CARE INC Common Stocks 875372203 25,573 267,274 SH   SOLE   267,274 0 0
TEVA PHARMACEUTICAL INDS LTD Common Stocks 881624209 32,727 3,391,412 SH   SOLE   3,391,412 0 0
JOINT CORP Common Stocks 47973J102 5,097 194,105 SH   SOLE   194,105 0 0
TURNING POINT THERAPEUTICS I Common Stocks 90041T108 6,785 55,681 SH   SOLE   55,681 0 0
ULTRAGENYX PHARMACEUTICAL IN Common Stocks 90400D108 29,608 213,887 SH   SOLE   213,887 0 0
UNITEDHEALTH GROUP INC Common Stocks 91324P102 541 1,543 SH   SOLE   1,543 0 0
VAPOTHERM INC Common Stocks 922107107 5,100 189,862 SH   SOLE   189,862 0 0
Y-MABS THERAPEUTICS INC Common Stocks 984241109 31,471 635,652 SH   SOLE   635,652 0 0
ZYMEWORKS INC Common Stocks 98985W102 9,343 197,702 SH   SOLE   197,702 0 0