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
1Life Healthcare, Inc. Common 68269G107 633 31,266 SH   SOLE   31,266 0 0
Abbott Laboratories Common 002824100 77,616 657,038 SH   SOLE   657,038 0 0
AbbVie Inc. Common 00287Y109 56,547 524,213 SH   SOLE   524,213 0 0
Adaptive Biotechnologies Corp. Common 00650F109 11,479 337,722 SH   SOLE   337,722 0 0
Addus HomeCare Corp. Common 006739106 6,670 83,632 SH   SOLE   83,632 0 0
Affimed N.V. Common N01045108 3,622 586,038 SH   SOLE   586,038 0 0
Agilent Technologies, Inc. Common 00846U101 6,242 39,625 SH   SOLE   39,625 0 0
Align Technology, Inc. Common 016255101 4,963 7,459 SH   SOLE   7,459 0 0
Alkermes plc Shares G01767105 11,529 373,824 SH   SOLE   373,824 0 0
Alnylam Pharmaceuticals, Inc. Common 02043Q107 35,816 189,695 SH   SOLE   189,695 0 0
ALX Oncology Holdings Inc. Common 00166B105 524 7,099 SH   SOLE   7,099 0 0
Amgen Inc. Common 031162100 122,256 574,918 SH   SOLE   574,918 0 0
Amicus Therapeutics, Inc. Common 03152W109 5,608 587,277 SH   SOLE   587,277 0 0
Anthem, Inc. Common 036752103 5,459 14,644 SH   SOLE   14,644 0 0
Apellis Pharmaceuticals, Inc. Common 03753U106 6,454 195,820 SH   SOLE   195,820 0 0
ARCA biopharma, Inc. Common 00211Y506 96 32,461 SH   SOLE   32,461 0 0
Arcutis Biotherapeutics, Inc. Common 03969K108 3,145 131,633 SH   SOLE   131,633 0 0
Ardelyx, Inc. Common 039697107 712 539,408 SH   SOLE   539,408 0 0
Arena Pharmaceuticals, Inc. Common 040047607 4,980 83,629 SH   SOLE   83,629 0 0
argenx SE Sponsored ADR 04016X101 11,614 38,456 SH   SOLE   38,456 0 0
Arrowhead Pharmaceuticals, Inc. Common 04280A100 12,749 204,214 SH   SOLE   204,214 0 0
Arvinas, Inc. Common 04335A105 7,067 85,997 SH   SOLE   85,997 0 0
Ascendis Pharma A/S Sponsored ADR 04351P101 10,806 67,794 SH   SOLE   67,794 0 0
Assertio Holdings, Inc. Common 04546C205 372 410,575 SH   SOLE   410,575 0 0
AstraZeneca plc Sponsored ADR 046353108 48,824 812,927 SH   SOLE   812,927 0 0
Atreca, Inc. Class A Common 04965G109 1,429 229,372 SH   SOLE   229,372 0 0
Aurinia Pharmaceuticals Inc. Common 05156V102 5,595 252,821 SH   SOLE   252,821 0 0
Becton, Dickinson and Company Common 075887109 10,646 43,307 SH   SOLE   43,307 0 0
BeiGene, Ltd. Sponsored ADR 07725L102 23,149 63,772 SH   SOLE   63,772 0 0
Bellicum Pharmaceuticals, Inc. Common 079481404 18 6,000 SH   SOLE   6,000 0 0
Bio-Techne Corp. Common 09073M104 2,617 5,400 SH   SOLE   5,400 0 0
Biogen Inc. Common 09062X103 66,178 233,853 SH   SOLE   233,853 0 0
Biohaven Pharmaceutical Holding Company Ltd. Common G11196105 12,613 90,799 SH   SOLE   90,799 0 0
BioMarin Pharmaceutical Inc. Common 09061G101 9,893 128,004 SH   SOLE   128,004 0 0
BioNTech SE Sponsored ADS 09075V102 22,046 80,757 SH   SOLE   80,757 0 0
Black Diamond Therapeutics, Inc. Common 09203E105 1,117 131,990 SH   SOLE   131,990 0 0
Bolt Biotherapeutics, Inc. Common 097702104 823 65,025 SH   SOLE   65,025 0 0
Boston Scientific Corp. Common 101137107 8,068 185,931 SH   SOLE   185,931 0 0
Bristol-Myers Squibb Company Common 110122108 36,226 612,236 SH   SOLE   612,236 0 0
Caribou Biosciences, Inc. Common 142038108 15,621 699,377 SH   SOLE   699,377 0 0
Catalent, Inc. Common 148806102 19,151 143,913 SH   SOLE   143,913 0 0
Charles River Laboratories International, Inc. Common 159864107 32,388 78,484 SH   SOLE   78,484 0 0
ChemoCentryx, Inc. Common 16383L106 1,337 78,197 SH   SOLE   78,197 0 0
Cigna Corp. Common 125523100 44,383 221,740 SH   SOLE   221,740 0 0
Codexis, Inc. Common 192005106 1,871 80,448 SH   SOLE   80,448 0 0
Community Health Systems, Inc. Common 203668108 1,188 101,535 SH   SOLE   101,535 0 0
Community Healthcare Trust Inc. Common 20369C106 673 14,900 SH   SOLE   14,900 0 0
Corbus Pharmaceuticals Holdings, Inc. Common 21833P103 422 413,481 SH   SOLE   413,481 0 0
CRISPR Therapeutics AG Namen AKT H17182108 18,170 162,337 SH   SOLE   162,337 0 0
CVS Health Corp. Common 126650100 12,513 147,453 SH   SOLE   147,453 0 0
Danaher Corp. Common 235851102 45,265 148,683 SH   SOLE   148,683 0 0
Denali Therapeutics Inc. Common 24823R105 11,221 222,420 SH   SOLE   222,420 0 0
DENTSPLY SIRONA Inc. Common 24906P109 21,335 367,521 SH   SOLE   367,521 0 0
Dexcom, Inc. Common 252131107 23,504 42,980 SH   SOLE   42,980 0 0
Diversified Healthcare Trust Common 25525P107 1,213 357,720 SH   SOLE   357,720 0 0
Edwards Lifesciences Corp. Common 28176E108 22,034 194,630 SH   SOLE   194,630 0 0
Eli Lilly and Company Common 532457108 63,639 275,432 SH   SOLE   275,432 0 0
Endo International plc Shares G30401106 1,603 494,607 SH   SOLE   494,607 0 0
Exact Sciences Corp. Common 30063P105 21,503 225,282 SH   SOLE   225,282 0 0
Fate Therapeutics, Inc. Common 31189P102 4,311 72,727 SH   SOLE   72,727 0 0
Five Star Senior Living Inc. Common 33832D205 106 24,237 SH   SOLE   24,237 0 0
Forma Therapeutics Holdings, Inc. Shares 34633R104 3,474 149,825 SH   SOLE   149,825 0 0
Fulcrum Therapeutics, Inc. Common 359616109 1,238 43,898 SH   SOLE   43,898 0 0
Fusion Pharmaceuticals Inc. Common 36118A100 344 43,394 SH   SOLE   43,394 0 0
G1 Therapeutics, Inc. Common 3621LQ109 8,379 624,369 SH   SOLE   624,369 0 0
Galera Therapeutics, Inc. Common 36338D108 7,277 898,374 SH   SOLE   898,374 0 0
Gamida Cell Ltd. Shares M47364100 463 118,142 SH   SOLE   118,142 0 0
Gilead Sciences, Inc. Common 375558103 119,308 1,708,065 SH   SOLE   1,708,065 0 0
Global Medical REIT Inc. Common 37954A204 2,571 174,897 SH   SOLE   174,897 0 0
Guardant Health, Inc. Common 40131M109 48,502 387,984 SH   SOLE   387,984 0 0
HCA Healthcare, Inc. Common 40412C101 27,175 111,961 SH   SOLE   111,961 0 0
Health Care Select Sector SPDR Fund SBI Healthcare 81369Y209 16,909 132,830 SH   SOLE   132,830 0 0
Healthcare Realty Trust Inc. Common 421946104 3,098 104,024 SH   SOLE   104,024 0 0
Healthcare Trust of America, Inc. Common 42225P501 2,096 70,662 SH   SOLE   70,662 0 0
Healthpeak Properties, Inc. Common 42250P103 5,035 150,392 SH   SOLE   150,392 0 0
Helix Acquisition Corp. Class A Common G4444C102 2,468 250,000 SH   SOLE   250,000 0 0
Hologic, Inc. Common 436440101 2,092 28,347 SH   SOLE   28,347 0 0
Horizon Therapeutics plc Shares G46188101 99,719 910,340 SH   SOLE   910,340 0 0
Humana Inc. Common 444859102 20,677 53,135 SH   SOLE   53,135 0 0
I-Mab Sponsored ADS 44975P103 11,785 162,580 SH   SOLE   162,580 0 0
Icon plc Shares G4705A100 25,906 98,871 SH   SOLE   98,871 0 0
IDEXX Laboratories, Inc. Common 45168D104 49,542 79,663 SH   SOLE   79,663 0 0
Illumina, Inc. Common 452327109 78,673 193,963 SH   SOLE   193,963 0 0
Intellia Therapeutics, Inc. Common 45826J105 7,805 58,180 SH   SOLE   58,180 0 0
Intercept Pharmaceuticals, Inc. Common 45845P108 773 52,067 SH   SOLE   52,067 0 0
Intra-Cellular Therapies, Inc. Common 46116X101 12,094 324,401 SH   SOLE   324,401 0 0
Intuitive Surgical, Inc. Common 46120E602 19,885 20,002 SH   SOLE   20,002 0 0
Ionis Pharmaceuticals, Inc. Common 462222100 10,817 322,521 SH   SOLE   322,521 0 0
IQVIA Holdings Inc. Common 46266C105 18,359 76,644 SH   SOLE   76,644 0 0
iTeos Therapeutics, Inc. Common 46565G104 1,144 42,362 SH   SOLE   42,362 0 0
Jazz Pharmaceuticals plc Shares G50871105 14,852 114,059 SH   SOLE   114,059 0 0
Johnson & Johnson Common 478160104 83,439 516,652 SH   SOLE   516,652 0 0
KalVista Pharmaceuticals, Inc. Common 483497103 1,745 100,000 SH   SOLE   100,000 0 0
Karuna Therapeutics, Inc. Common 48576A100 12,289 100,458 SH   SOLE   100,458 0 0
Koninklijke Philips N.V. NY Reg Shares 500472303 7,323 164,790 SH   SOLE   164,790 0 0
Kura Oncology, Inc. Common 50127T109 5,122 273,463 SH   SOLE   273,463 0 0
Laboratory Corporation of America Holdings Sponsored ADR 50540R409 26,640 94,656 SH   SOLE   94,656 0 0
LTC Properties, Inc. Common 502175102 5,777 182,293 SH   SOLE   182,293 0 0
McKesson Corp. Common 58155Q103 36,203 181,577 SH   SOLE   181,577 0 0
Medical Properties Trust, Inc. Common 58463J304 8,264 411,743 SH   SOLE   411,743 0 0
Medpace Holdings, Inc. Common 58506Q109 3,572 18,871 SH   SOLE   18,871 0 0
Medtronic plc Shares G5960L103 75,301 600,722 SH   SOLE   600,722 0 0
Merck & Co., Inc. Common 58933Y105 61,313 816,305 SH   SOLE   816,305 0 0
Mereo BioPharma Group plc ADS 589492107 3,754 1,551,082 SH   SOLE   1,551,082 0 0
Mettler-Toledo International Inc. Common 592688105 9,159 6,650 SH   SOLE   6,650 0 0
Mirati Therapeutics, Inc. Common 60468T105 14,822 83,784 SH   SOLE   83,784 0 0
Moderna, Inc. Common 60770K107 176,826 459,456 SH   SOLE   459,456 0 0
Molina Healthcare, Inc. Common 60855R100 22,688 83,625 SH   SOLE   83,625 0 0
Morphic Holding, Inc. Common 61775R105 1,984 35,025 SH   SOLE   35,025 0 0
MorphoSys AG Sponsored ADS 617760202 963 81,867 SH   SOLE   81,867 0 0
National Health Investors, Inc. Common 63633D104 537 10,038 SH   SOLE   10,038 0 0
Neurocrine Biosciences, Inc. Common 64125C109 11,951 124,609 SH   SOLE   124,609 0 0
Nkarta, Inc. Common 65487U108 806 28,988 SH   SOLE   28,988 0 0
Novartis AG Sponsored ADR 66987V109 11,140 136,225 SH   SOLE   136,225 0 0
Novavax, Inc. Common 670002401 31,406 151,491 SH   SOLE   151,491 0 0
Novo Nordisk A/S Sponsored ADR 670100205 9,188 95,703 SH   SOLE   95,703 0 0
Omega Healthcare Investors, Inc. Common 681936100 9,181 306,433 SH   SOLE   306,433 0 0
Organon & Co. Common 68622V106 122 3,717 SH   SOLE   3,717 0 0
Owens & Minor, Inc. Common 690732102 9,230 294,967 SH   SOLE   294,967 0 0
PerkinElmer, Inc. Common 714046109 5,796 33,444 SH   SOLE   33,444 0 0
Perrigo Company plc Shares G97822103 2,424 51,224 SH   SOLE   51,224 0 0
Pfizer Inc. Common 717081103 19,371 450,379 SH   SOLE   450,379 0 0
Physicians Realty Trust Common 71943U104 8,735 495,733 SH   SOLE   495,733 0 0
Praxis Precision Medicines, Inc. Common 74006W108 1,387 75,000 SH   SOLE   75,000 0 0
Precision BioSciences, Inc. Common 74019P108 727 63,001 SH   SOLE   63,001 0 0
Protagonist Therapeutics, Inc. Common 74366E102 1,528 86,237 SH   SOLE   86,237 0 0
Qiagen N.V. Shares N72482123 5,574 107,855 SH   SOLE   107,855 0 0
R1 RCM Inc. Common 749397105 4,454 202,351 SH   SOLE   202,351 0 0
Rallybio Corp. Common 75120L100 37,608 2,308,672 SH   SOLE   2,308,672 0 0
Regeneron Pharmaceuticals, Inc. Common 75886F107 89,576 148,015 SH   SOLE   148,015 0 0
ResMed Inc. Common 761152107 3,740 14,189 SH   SOLE   14,189 0 0
Sabra Health Care REIT, Inc. Common 78573L106 7,517 510,660 SH   SOLE   510,660 0 0
Sanofi Sponsored ADR 80105N105 7,388 153,254 SH   SOLE   153,254 0 0
Sarepta Therapeutics, Inc. Common 803607100 39,444 426,514 SH   SOLE   426,514 0 0
Scholar Rock Holding Corp. Common 80706P103 3,594 108,833 SH   SOLE   108,833 0 0
Seagen Inc. Common 81181C104 35,205 207,334 SH   SOLE   207,334 0 0
Smith & Nephew plc Sponsored ADR 83175M205 6,240 181,710 SH   SOLE   181,710 0 0
Spectrum Pharmaceuticals, Inc. Common 84763A108 250 114,670 SH   SOLE   114,670 0 0
STERIS plc Shares G8473T100 3,405 16,669 SH   SOLE   16,669 0 0
Stevanato Group SpA Shares T9224W109 3,490 137,872 SH   SOLE   137,872 0 0
Stoke Therapeutics, Inc. Common 86150R107 2,525 99,263 SH   SOLE   99,263 0 0
Stryker Corp. Common 863667101 39,690 150,500 SH   SOLE   150,500 0 0
Sutro Biopharma, Inc. Common 869367102 7,559 400,147 SH   SOLE   400,147 0 0
Syneos Health, Inc. Class A 87166B102 21,313 243,633 SH   SOLE   243,633 0 0
Takeda Pharmaceutical Company Ltd. Sponsored ADS 874060205 3,442 210,146 SH   SOLE   210,146 0 0
TCR2 Therapeutics Inc. Common 87808K106 2,007 235,808 SH   SOLE   235,808 0 0
Teva Pharmaceutical Industries Ltd. Sponsored ADR 881624209 5,919 607,651 SH   SOLE   607,651 0 0
Theravance Biopharma, Inc. Common G8807B106 4,857 656,296 SH   SOLE   656,296 0 0
Thermo Fisher Scientific Inc. Common 883556102 83,480 146,116 SH   SOLE   146,116 0 0
Travere Therapeutics, Inc. Common 89422G107 5,162 212,869 SH   SOLE   212,869 0 0
TScan Therapeutics, Inc. Common 89854M101 1,668 200,000 SH   SOLE   200,000 0 0
Turning Point Therapeutics, Inc. Common 90041T108 7,927 119,324 SH   SOLE   119,324 0 0
Ultragenyx Pharmaceutical Inc. Common 90400D108 12,692 140,726 SH   SOLE   140,726 0 0
uniQure N.V. Shares N90064101 7,587 237,008 SH   SOLE   237,008 0 0
United Therapeutics Corp. Class B 91307C102 26,753 144,940 SH   SOLE   144,940 0 0
Unitedhealth Group Inc. Common 91324P102 119,617 306,129 SH   SOLE   306,129 0 0
Universal Health Realty Income Trust Shares 91359E105 622 11,258 SH   SOLE   11,258 0 0
Universal Health Services, Inc. Class B 913903100 8,305 60,023 SH   SOLE   60,023 0 0
VectivBio Holding AG Shares H9060V101 5,372 756,502 SH   SOLE   756,502 0 0
Ventas, Inc. Common 92276F100 13,699 248,131 SH   SOLE   248,131 0 0
Verona Pharma plc Sponsored ADR 925050106 4,120 751,905 SH   SOLE   751,905 0 0
Vertex Pharmaceuticals Inc. Common 92532F100 49,528 273,046 SH   SOLE   273,046 0 0
Vir Biotechnology, Inc. Common 92764N102 3,543 81,400 SH   SOLE   81,400 0 0
VYNE Therapeutics Inc. Common 92941V209 188 135,395 SH   SOLE   135,395 0 0
Waters Corp. Common 941848103 10,169 28,461 SH   SOLE   28,461 0 0
Welltower Inc. Common 95040Q104 16,734 203,083 SH   SOLE   203,083 0 0
West Pharmaceutical Services, Inc. Common 955306105 2,649 6,240 SH   SOLE   6,240 0 0
Xenon Pharmaceuticals Inc. Common 98420N105 2,583 169,030 SH   SOLE   169,030 0 0
Zai Lab Ltd. ADR 98887Q104 3,955 37,523 SH   SOLE   37,523 0 0
Zimmer Biomet Holdings, Inc. Common 98956P102 32,595 222,703 SH   SOLE   222,703 0 0
Zoetis Inc. Class A 98978V103 27,684 142,597 SH   SOLE   142,597 0 0
Zogenix, Inc. Common 98978L204 1,352 88,977 SH   SOLE   88,977 0 0