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 346 31,266 SH   SOLE   31,266 0 0
Abbott Laboratories Common 002824100 73,238 618,777 SH   SOLE   618,777 0 0
AbbVie Inc. Common 00287Y109 88,860 548,144 SH   SOLE   548,144 0 0
Acadia Healthcare Company, Inc. Common 00404A109 4,738 72,307 SH   SOLE   72,307 0 0
ACADIA Pharmaceuticals Inc. Common 004225108 1,749 72,225 SH   SOLE   72,225 0 0
Adaptive Biotechnologies Corp. Common 00650F109 4,688 337,722 SH   SOLE   337,722 0 0
Addus HomeCare Corp. Common 006739106 7,802 83,632 SH   SOLE   83,632 0 0
Adicet Bio, Inc. Common 007002108 1,265 63,329 SH   SOLE   63,329 0 0
Affimed N.V. Common N01045108 2,561 586,038 SH   SOLE   586,038 0 0
Agilent Technologies, Inc. Common 00846U101 8,846 66,845 SH   SOLE   66,845 0 0
AlerisLife Inc. Common 33832D205 52 24,237 SH   SOLE   24,237 0 0
Align Technology, Inc. Common 016255101 8,238 18,894 SH   SOLE   18,894 0 0
Alkermes plc Shares G01767105 5,002 190,122 SH   SOLE   190,122 0 0
Alnylam Pharmaceuticals, Inc. Common 02043Q107 25,899 158,606 SH   SOLE   158,606 0 0
ALX Oncology Holdings Inc. Common 00166B105 1,119 66,211 SH   SOLE   66,211 0 0
Amgen Inc. Common 031162100 139,027 574,918 SH   SOLE   574,918 0 0
AMN Healthcare Services, Inc. Common 001744101 6,385 61,201 SH   SOLE   61,201 0 0
Anthem, Inc. Common 036752103 7,193 14,644 SH   SOLE   14,644 0 0
Apellis Pharmaceuticals, Inc. Common 03753U106 9,950 195,820 SH   SOLE   195,820 0 0
ARCA biopharma, Inc. Common 00211Y506 75 32,461 SH   SOLE   32,461 0 0
Arcutis Biotherapeutics, Inc. Common 03969K108 2,535 131,633 SH   SOLE   131,633 0 0
Ardelyx, Inc. Common 039697107 577 539,408 SH   SOLE   539,408 0 0
argenx SE Sponsored ADR 04016X101 12,126 38,456 SH   SOLE   38,456 0 0
Arrowhead Pharmaceuticals, Inc. Common 04280A100 6,200 134,812 SH   SOLE   134,812 0 0
Arvinas, Inc. Common 04335A105 5,788 85,997 SH   SOLE   85,997 0 0
Ascendis Pharma A/S Sponsored ADR 04351P101 7,956 67,794 SH   SOLE   67,794 0 0
Assertio Holdings, Inc. Common 04546C205 1,178 410,575 SH   SOLE   410,575 0 0
AstraZeneca PLC Sponsored ADR 046353108 65,721 990,675 SH   SOLE   990,675 0 0
Aurinia Pharmaceuticals Inc. Common 05156V102 2,013 162,599 SH   SOLE   162,599 0 0
Avidity Biosciences, Inc. Common 05370A108 489 26,452 SH   SOLE   26,452 0 0
Beam Therapeutics Inc. Common 07373V105 906 15,817 SH   SOLE   15,817 0 0
Becton, Dickinson and Company Common 075887109 19,665 73,930 SH   SOLE   73,930 0 0
BeiGene, Ltd. Sponsored ADR 07725L102 9,622 51,018 SH   SOLE   51,018 0 0
Bellicum Pharmaceuticals, Inc. Common 079481404 13 6,000 SH   SOLE   6,000 0 0
Bicycle Therapeutics PLC Sponsored ADS 088786108 443 10,086 SH   SOLE   10,086 0 0
BioCryst Pharmaceuticals, Inc. Common 09058V103 3,197 196,625 SH   SOLE   196,625 0 0
Biogen Inc. Common 09062X103 28,566 135,639 SH   SOLE   135,639 0 0
Biohaven Pharmaceutical Holding Company Ltd. Common G11196105 8,321 70,176 SH   SOLE   70,176 0 0
BioMarin Pharmaceutical Inc. Common 09061G101 9,869 128,004 SH   SOLE   128,004 0 0
BioNTech SE Sponsored ADS 09075V102 16,210 95,042 SH   SOLE   95,042 0 0
Black Diamond Therapeutics, Inc. Common 09203E105 366 131,990 SH   SOLE   131,990 0 0
Blueprint Medicines Corp. Common 09627Y109 6,213 97,253 SH   SOLE   97,253 0 0
Boston Scientific Corp. Common 101137107 25,219 569,398 SH   SOLE   569,398 0 0
Bristol-Myers Squibb Company Common 110122108 52,865 723,876 SH   SOLE   723,876 0 0
Caribou Biosciences, Inc. Common 142038108 6,420 699,377 SH   SOLE   699,377 0 0
Cerevel Therapeutics Holdings, Inc. Common 15678U128 2,580 73,681 SH   SOLE   73,681 0 0
Charles River Laboratories International, Inc. Common 159864107 17,603 61,990 SH   SOLE   61,990 0 0
ChemoCentryx, Inc. Common 16383L106 1,960 78,197 SH   SOLE   78,197 0 0
Cigna Corp. Common 125523100 41,218 172,023 SH   SOLE   172,023 0 0
Community Health Systems, Inc. Common 203668108 1,049 88,335 SH   SOLE   88,335 0 0
Community Healthcare Trust Inc. Common 20369C106 629 14,900 SH   SOLE   14,900 0 0
Corbus Pharmaceuticals Holdings, Inc. Common 21833P103 82 154,310 SH   SOLE   154,310 0 0
CRISPR Therapeutics AG Namen AKT H17182108 3,457 55,080 SH   SOLE   55,080 0 0
CVS Health Corp. Common 126650100 14,924 147,453 SH   SOLE   147,453 0 0
Cytokinetics, Inc. Common 23282W605 4,413 119,898 SH   SOLE   119,898 0 0
Danaher Corp. Common 235851102 44,042 150,145 SH   SOLE   150,145 0 0
Denali Therapeutics Inc. Common 24823R105 7,155 222,420 SH   SOLE   222,420 0 0
DENTSPLY SIRONA Inc. Common 24906P109 2,825 57,400 SH   SOLE   57,400 0 0
Design Therapeutics, Inc. Common 25056L103 1,055 65,351 SH   SOLE   65,351 0 0
Dexcom, Inc. Common 252131107 18,761 36,671 SH   SOLE   36,671 0 0
Diversified Healthcare Trust Common 25525P107 1,145 357,720 SH   SOLE   357,720 0 0
Edgewise Therapeutics, Inc. Common 28036F105 587 60,550 SH   SOLE   60,550 0 0
Edwards Lifesciences Corp. Common 28176E108 20,859 177,188 SH   SOLE   177,188 0 0
Eli Lilly and Company Common 532457108 60,662 211,832 SH   SOLE   211,832 0 0
Endo International plc Shares G30401106 1,143 494,607 SH   SOLE   494,607 0 0
Fate Therapeutics, Inc. Common 31189P102 1,227 31,652 SH   SOLE   31,652 0 0
Fulcrum Therapeutics, Inc. Common 359616109 1,828 77,293 SH   SOLE   77,293 0 0
Fusion Pharmaceuticals Inc. Common 36118A100 337 43,394 SH   SOLE   43,394 0 0
G1 Therapeutics, Inc. Common 3621LQ109 3,221 423,869 SH   SOLE   423,869 0 0
Galera Therapeutics, Inc. Common 36338D108 2,138 898,374 SH   SOLE   898,374 0 0
Gilead Sciences, Inc. Common 375558103 100,266 1,686,565 SH   SOLE   1,686,565 0 0
Global Medical REIT Inc. Common 37954A204 2,854 174,897 SH   SOLE   174,897 0 0
Guardant Health, Inc. Common 40131M109 23,282 351,484 SH   SOLE   351,484 0 0
Harpoon Therapeutics, Inc. Common 41358P106 1,292 259,910 SH   SOLE   259,910 0 0
HCA Healthcare, Inc. Common 40412C101 31,153 124,303 SH   SOLE   124,303 0 0
Health Care Select Sector SPDR Fund SBI Healthcare 81369Y209 15,511 113,230 SH   SOLE   113,230 0 0
Healthcare Realty Trust Inc. Common 421946104 2,859 104,024 SH   SOLE   104,024 0 0
Healthcare Trust of America, Inc. Common 42225P501 2,215 70,662 SH   SOLE   70,662 0 0
HealthEquity, Inc. Common 42226A107 6,967 103,314 SH   SOLE   103,314 0 0
Healthpeak Properties, Inc. Common 42250P103 5,163 150,392 SH   SOLE   150,392 0 0
Helix Acquisition Corp. Class A G4444C102 2,775 250,000 SH   SOLE   250,000 0 0
Hologic, Inc. Common 436440101 2,178 28,347 SH   SOLE   28,347 0 0
Horizon Therapeutics plc Shares G46188101 100,943 959,439 SH   SOLE   959,439 0 0
Humana Inc. Common 444859102 27,659 63,560 SH   SOLE   63,560 0 0
I-Mab Sponsored ADS 44975P103 2,640 162,580 SH   SOLE   162,580 0 0
Icon plc Shares G4705A100 21,461 88,237 SH   SOLE   88,237 0 0
IDEXX Laboratories, Inc. Common 45168D104 33,489 61,217 SH   SOLE   61,217 0 0
Illumina, Inc. Common 452327109 79,038 226,212 SH   SOLE   226,212 0 0
Intellia Therapeutics, Inc. Common 45826J105 4,228 58,180 SH   SOLE   58,180 0 0
Intercept Pharmaceuticals, Inc. Common 45845P108 847 52,067 SH   SOLE   52,067 0 0
Intra-Cellular Therapies, Inc. Common 46116X101 17,802 290,936 SH   SOLE   290,936 0 0
Intuitive Surgical, Inc. Common 46120E602 17,379 57,606 SH   SOLE   57,606 0 0
Ionis Pharmaceuticals, Inc. Common 462222100 6,507 175,680 SH   SOLE   175,680 0 0
IQVIA Holdings Inc. Common 46266C105 22,694 98,154 SH   SOLE   98,154 0 0
iTeos Therapeutics, Inc. Common 46565G104 1,363 42,362 SH   SOLE   42,362 0 0
Jazz Pharmaceuticals plc Shares G50871105 21,867 140,473 SH   SOLE   140,473 0 0
Johnson & Johnson Common 478160104 91,566 516,652 SH   SOLE   516,652 0 0
Karuna Therapeutics, Inc. Common 48576A100 12,737 100,458 SH   SOLE   100,458 0 0
Koninklijke Philips N.V. NY Reg Shares 500472303 5,031 164,790 SH   SOLE   164,790 0 0
Laboratory Corporation of America Holdings Sponsored ADR 50540R409 11,638 44,142 SH   SOLE   44,142 0 0
LTC Properties, Inc. Common 502175102 7,013 182,293 SH   SOLE   182,293 0 0
McKesson Corp. Common 58155Q103 63,070 206,022 SH   SOLE   206,022 0 0
Medical Properties Trust, Inc. Common 58463J304 8,704 411,743 SH   SOLE   411,743 0 0
Medpace Holdings, Inc. Common 58506Q109 1,543 9,435 SH   SOLE   9,435 0 0
Medtronic plc Shares G5960L103 48,279 435,140 SH   SOLE   435,140 0 0
Merck & Co., Inc. Common 58933Y105 47,230 575,622 SH   SOLE   575,622 0 0
Mereo BioPharma Group plc ADS 589492107 1,737 1,551,082 SH   SOLE   1,551,082 0 0
Merus N.V. Common N5749R100 2,519 95,290 SH   SOLE   95,290 0 0
Mirati Therapeutics, Inc. Common 60468T105 6,889 83,784 SH   SOLE   83,784 0 0
Moderna, Inc. Common 60770K107 56,592 328,524 SH   SOLE   328,524 0 0
Molina Healthcare, Inc. Common 60855R100 31,533 94,525 SH   SOLE   94,525 0 0
Morphic Holding, Inc. Common 61775R105 1,406 35,025 SH   SOLE   35,025 0 0
MorphoSys AG Sponsored ADS 617760202 555 81,867 SH   SOLE   81,867 0 0
National Health Investors, Inc. Common 63633D104 592 10,038 SH   SOLE   10,038 0 0
Neurocrine Biosciences, Inc. Common 64125C109 11,682 124,609 SH   SOLE   124,609 0 0
NexGel, Inc. Common 65344E107 8 4,243 SH   SOLE   4,243 0 0
Nkarta, Inc. Common 65487U108 330 28,988 SH   SOLE   28,988 0 0
Novartis AG Sponsored ADR 66987V109 11,954 136,225 SH   SOLE   136,225 0 0
Novavax, Inc. Common 670002401 4,699 63,800 SH   SOLE   63,800 0 0
Novo Nordisk A/S Sponsored ADR 670100205 17,049 153,523 SH   SOLE   153,523 0 0
Omega Healthcare Investors, Inc. Common 681936100 9,548 306,433 SH   SOLE   306,433 0 0
Owens & Minor, Inc. Common 690732102 12,685 288,167 SH   SOLE   288,167 0 0
PerkinElmer, Inc. Common 714046109 5,835 33,444 SH   SOLE   33,444 0 0
Perrigo Company plc Shares G97822103 1,969 51,224 SH   SOLE   51,224 0 0
Pfizer Inc. Common 717081103 60,669 1,171,903 SH   SOLE   1,171,903 0 0
Physicians Realty Trust Common 71943U104 8,695 495,733 SH   SOLE   495,733 0 0
Praxis Precision Medicines, Inc. Common 74006W108 766 75,000 SH   SOLE   75,000 0 0
Precision BioSciences, Inc. Common 74019P108 692 224,534 SH   SOLE   224,534 0 0
Prometheus Biosciences, Inc. Common 74349U108 835 22,115 SH   SOLE   22,115 0 0
Protagonist Therapeutics, Inc. Common 74366E102 2,895 122,271 SH   SOLE   122,271 0 0
Pyxis Oncology, Inc. Common 747324101 2,630 708,303 SH   SOLE   708,303 0 0
Qiagen N.V. Shares N72482123 5,285 107,855 SH   SOLE   107,855 0 0
R1 RCM Inc. Common 749397105 5,415 202,351 SH   SOLE   202,351 0 0
Rallybio Corp. Common 75120L100 15,321 2,195,010 SH   SOLE   2,195,010 0 0
Regeneron Pharmaceuticals, Inc. Common 75886F107 102,109 146,200 SH   SOLE   146,200 0 0
Repare Therapeutics Inc. Common 760273102 415 29,150 SH   SOLE   29,150 0 0
ResMed Inc. Common 761152107 17,218 70,999 SH   SOLE   70,999 0 0
Sabra Health Care REIT, Inc. Common 78573L106 7,604 510,660 SH   SOLE   510,660 0 0
Sanofi Sponsored ADR 80105N105 6,338 123,454 SH   SOLE   123,454 0 0
Sarepta Therapeutics, Inc. Common 803607100 17,788 227,697 SH   SOLE   227,697 0 0
Scholar Rock Holding Corp. Common 80706P103 1,403 108,833 SH   SOLE   108,833 0 0
Seagen Inc. Common 81181C104 47,617 330,561 SH   SOLE   330,561 0 0
Smith & Nephew plc Sponsored ADR 83175M205 5,797 181,710 SH   SOLE   181,710 0 0
SPDR S&P Biotech ETF S&P Biotech ETF 78464A870 8,597 95,649 SH   SOLE   95,649 0 0
Spectrum Pharmaceuticals, Inc. Common 84763A108 148 114,670 SH   SOLE   114,670 0 0
STERIS plc Shares G8473T100 4,030 16,669 SH   SOLE   16,669 0 0
Stevanato Group Societa' Per Azioni Ordinary Shares T9224W109 1,432 71,190 SH   SOLE   71,190 0 0
Stryker Corp. Common 863667101 60,335 225,678 SH   SOLE   225,678 0 0
Sutro Biopharma, Inc. Common 869367102 1,347 163,924 SH   SOLE   163,924 0 0
Syndax Pharmaceuticals, Inc. Common 87164F105 982 56,480 SH   SOLE   56,480 0 0
Syneos Health, Inc. Class A 87166B102 30,888 381,570 SH   SOLE   381,570 0 0
Takeda Pharmaceutical Company Ltd. Sponsored ADS 874060205 3,009 210,146 SH   SOLE   210,146 0 0
Teva Pharmaceutical Industries Ltd. Sponsored ADR 881624209 4,316 459,651 SH   SOLE   459,651 0 0
Thermo Fisher Scientific Inc. Common 883556102 57,650 97,605 SH   SOLE   97,605 0 0
Theseus Pharmaceuticals, Inc. Common 88369M101 1,153 100,000 SH   SOLE   100,000 0 0
Travere Therapeutics, Inc. Common 89422G107 6,383 247,678 SH   SOLE   247,678 0 0
TScan Therapeutics, Inc. Common 89854M101 560 200,000 SH   SOLE   200,000 0 0
Ultragenyx Pharmaceutical Inc. Common 90400D108 10,220 140,726 SH   SOLE   140,726 0 0
uniQure N.V. Shares N90064101 9,427 521,693 SH   SOLE   521,693 0 0
United Therapeutics Corp. Common 91307C102 12,954 72,206 SH   SOLE   72,206 0 0
Unitedhealth Group Inc. Common 91324P102 168,303 330,026 SH   SOLE   330,026 0 0
Universal Health Realty Income Trust Shares 91359E105 657 11,258 SH   SOLE   11,258 0 0
Universal Health Services, Inc. Class B 913903100 580 4,000 SH   SOLE   4,000 0 0
VectivBio Holding AG Ordinary Shares H9060V101 3,556 756,502 SH   SOLE   756,502 0 0
Ventas, Inc. Common 92276F100 15,325 248,131 SH   SOLE   248,131 0 0
Verona Pharma plc Sponsored ADR 925050106 3,752 751,905 SH   SOLE   751,905 0 0
Vertex Pharmaceuticals Inc. Common 92532F100 80,609 308,884 SH   SOLE   308,884 0 0
VYNE Therapeutics Inc. Common 92941V209 88 135,395 SH   SOLE   135,395 0 0
Waters Corp. Common 941848103 8,834 28,461 SH   SOLE   28,461 0 0
Welltower Inc. Common 95040Q104 19,524 203,083 SH   SOLE   203,083 0 0
Xencor, Inc. Common 98401F105 3,006 112,673 SH   SOLE   112,673 0 0
Zai Lab Ltd. ADR 98887Q104 1,904 43,300 SH   SOLE   43,300 0 0
Zimmer Biomet Holdings, Inc. Common 98956P102 18,167 142,044 SH   SOLE   142,044 0 0
ZimVie Inc. Common 98888T107 324 14,202 SH   SOLE   14,202 0 0
Zoetis Inc. Class A 98978V103 26,623 141,167 SH   SOLE   141,167 0 0