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 245 31,266 SH   SOLE   31,266 0 0
Abbott Laboratories Common 002824100 68,155 627,292 SH   SOLE   627,292 0 0
AbbVie Inc. Common 00287Y109 86,818 566,842 SH   SOLE   566,842 0 0
Acadia Healthcare Company, Inc. Common 00404A109 4,890 72,307 SH   SOLE   72,307 0 0
ACADIA Pharmaceuticals Inc. Common 004225108 1,018 72,225 SH   SOLE   72,225 0 0
Adaptive Biotechnologies Corp. Common 00650F109 2,732 337,722 SH   SOLE   337,722 0 0
Addus HomeCare Corp. Common 006739106 6,965 83,632 SH   SOLE   83,632 0 0
Adicet Bio, Inc. Common 007002108 925 63,329 SH   SOLE   63,329 0 0
Affimed N.V. Common N01045108 1,623 586,038 SH   SOLE   586,038 0 0
Agilent Technologies, Inc. Common 00846U101 5,130 43,191 SH   SOLE   43,191 0 0
AlerisLife Inc. Common 33832D205 29 24,237 SH   SOLE   24,237 0 0
Align Technology, Inc. Common 016255101 4,472 18,894 SH   SOLE   18,894 0 0
Alkermes plc Shares G01767105 5,664 190,122 SH   SOLE   190,122 0 0
Alnylam Pharmaceuticals, Inc. Common 02043Q107 18,729 128,414 SH   SOLE   128,414 0 0
ALX Oncology Holdings Inc. Common 00166B105 536 66,211 SH   SOLE   66,211 0 0
Amgen Inc. Common 031162100 133,430 548,418 SH   SOLE   548,418 0 0
AMN Healthcare Services, Inc. Common 001744101 6,714 61,201 SH   SOLE   61,201 0 0
Apellis Pharmaceuticals, Inc. Common 03753U106 14,117 312,192 SH   SOLE   312,192 0 0
ARCA biopharma, Inc. Common 00211Y506 81 32,461 SH   SOLE   32,461 0 0
Arcutis Biotherapeutics, Inc. Common 03969K108 3,173 148,874 SH   SOLE   148,874 0 0
Ardelyx, Inc. Common 039697107 318 539,408 SH   SOLE   539,408 0 0
argenx SE Sponsored ADR 04016X101 14,570 38,456 SH   SOLE   38,456 0 0
Arrowhead Pharmaceuticals, Inc. Common 04280A100 5,524 156,875 SH   SOLE   156,875 0 0
Arvinas, Inc. Common 04335A105 3,620 85,997 SH   SOLE   85,997 0 0
Ascendis Pharma A/S Sponsored ADR 04351P101 6,302 67,794 SH   SOLE   67,794 0 0
Assertio Holdings, Inc. Common 04546C205 1,211 410,575 SH   SOLE   410,575 0 0
AstraZeneca PLC Sponsored ADR 046353108 74,312 1,124,741 SH   SOLE   1,124,741 0 0
Aurinia Pharmaceuticals Inc. Common 05156V102 1,634 162,599 SH   SOLE   162,599 0 0
Avidity Biosciences, Inc. Common 05370A108 1,238 85,218 SH   SOLE   85,218 0 0
Beam Therapeutics Inc. Common 07373V105 612 15,817 SH   SOLE   15,817 0 0
Becton, Dickinson and Company Common 075887109 18,226 73,930 SH   SOLE   73,930 0 0
BeiGene, Ltd. Sponsored ADR 07725L102 8,257 51,018 SH   SOLE   51,018 0 0
Bellicum Pharmaceuticals, Inc. Common 079481404 7 6,000 SH   SOLE   6,000 0 0
Bicycle Therapeutics PLC Sponsored ADS 088786108 337 20,065 SH   SOLE   20,065 0 0
BioCryst Pharmaceuticals, Inc. Common 09058V103 2,935 277,434 SH   SOLE   277,434 0 0
Biogen Inc. Common 09062X103 27,662 135,639 SH   SOLE   135,639 0 0
Biohaven Pharmaceutical Holding Company Ltd. Common G11196105 10,225 70,176 SH   SOLE   70,176 0 0
BioMarin Pharmaceutical Inc. Common 09061G101 10,608 128,004 SH   SOLE   128,004 0 0
BioNTech SE Sponsored ADS 09075V102 14,171 95,042 SH   SOLE   95,042 0 0
Black Diamond Therapeutics, Inc. Common 09203E105 325 131,990 SH   SOLE   131,990 0 0
Blueprint Medicines Corp. Common 09627Y109 5,613 111,118 SH   SOLE   111,118 0 0
Boston Scientific Corp. Common 101137107 29,638 795,215 SH   SOLE   795,215 0 0
Bristol-Myers Squibb Company Common 110122108 60,271 782,735 SH   SOLE   782,735 0 0
Caribou Biosciences, Inc. Common 142038108 3,798 699,377 SH   SOLE   699,377 0 0
Cerevel Therapeutics Holdings, Inc. Common 15678U128 2,331 88,173 SH   SOLE   88,173 0 0
Charles River Laboratories International, Inc. Common 159864107 10,248 47,894 SH   SOLE   47,894 0 0
ChemoCentryx, Inc. Common 16383L106 1,938 78,197 SH   SOLE   78,197 0 0
Cigna Corp. Common 125523100 45,617 173,106 SH   SOLE   173,106 0 0
Cogent Biosciences, Inc. Common 19240Q201 1,325 146,911 SH   SOLE   146,911 0 0
Community Health Systems, Inc. Common 203668108 331 88,335 SH   SOLE   88,335 0 0
Community Healthcare Trust Inc. Common 20369C106 540 14,900 SH   SOLE   14,900 0 0
Corbus Pharmaceuticals Holdings, Inc. Common 21833P103 39 154,310 SH   SOLE   154,310 0 0
CRISPR Therapeutics AG Namen AKT H17182108 3,347 55,080 SH   SOLE   55,080 0 0
CVS Health Corp. Common 126650100 11,472 123,803 SH   SOLE   123,803 0 0
Cytokinetics, Inc. Common 23282W605 4,711 119,898 SH   SOLE   119,898 0 0
Danaher Corp. Common 235851102 31,577 124,556 SH   SOLE   124,556 0 0
Denali Therapeutics, Inc. Common 24823R105 6,546 222,420 SH   SOLE   222,420 0 0
Design Therapeutics, Inc. Common 25056L103 1,518 108,414 SH   SOLE   108,414 0 0
Dexcom, Inc. Common 252131107 9,680 129,884 SH   SOLE   129,884 0 0
Diversified Healthcare Trust Common 25525P107 651 357,720 SH   SOLE   357,720 0 0
Edgewise Therapeutics, Inc. Common 28036F105 482 60,550 SH   SOLE   60,550 0 0
Edwards Lifesciences Corp. Common 28176E108 16,297 171,388 SH   SOLE   171,388 0 0
Eli Lilly and Company Common 532457108 57,205 176,432 SH   SOLE   176,432 0 0
Elevance Health, Inc. Common 036752103 7,067 14,644 SH   SOLE   14,644 0 0
Embecta Corp. Common 29082K105 374 14,786 SH   SOLE   14,786 0 0
Endo International plc Shares G30401106 230 494,607 SH   SOLE   494,607 0 0
Fate Therapeutics, Inc. Common 31189P102 784 31,652 SH   SOLE   31,652 0 0
Fulcrum Therapeutics, Inc. Common 359616109 287 58,537 SH   SOLE   58,537 0 0
Fusion Pharmaceuticals Inc. Common 36118A100 108 43,394 SH   SOLE   43,394 0 0
G1 Therapeutics, Inc. Common 3621LQ109 2,094 423,869 SH   SOLE   423,869 0 0
Galera Therapeutics, Inc. Common 36338D108 1,168 898,374 SH   SOLE   898,374 0 0
Gilead Sciences, Inc. Common 375558103 102,034 1,650,765 SH   SOLE   1,650,765 0 0
Global Medical REIT Inc. Common 37954A204 1,964 174,897 SH   SOLE   174,897 0 0
Guardant Health, Inc. Common 40131M109 14,179 351,484 SH   SOLE   351,484 0 0
Harpoon Therapeutics, Inc. Common 41358P106 496 259,910 SH   SOLE   259,910 0 0
HCA Healthcare, Inc. Common 40412C101 20,890 124,303 SH   SOLE   124,303 0 0
Health Care Select Sector SPDR Fund SBI Healthcare 81369Y209 14,521 113,230 SH   SOLE   113,230 0 0
Healthcare Realty Trust Inc. Common 421946104 2,829 104,024 SH   SOLE   104,024 0 0
Healthcare Trust of America, Inc. Common 42225P501 1,972 70,662 SH   SOLE   70,662 0 0
HealthEquity, Inc. Common 42226A107 7,079 115,314 SH   SOLE   115,314 0 0
Healthpeak Properties, Inc. Common 42250P103 3,897 150,392 SH   SOLE   150,392 0 0
Hologic, Inc. Common 436440101 1,964 28,347 SH   SOLE   28,347 0 0
Horizon Therapeutics plc Shares G46188101 69,877 876,089 SH   SOLE   876,089 0 0
Humana Inc. Common 444859102 29,860 63,794 SH   SOLE   63,794 0 0
Icon plc Shares G4705A100 17,634 81,375 SH   SOLE   81,375 0 0
I-Mab Sponsored ADS 44975P103 1,837 162,580 SH   SOLE   162,580 0 0
IDEXX Laboratories, Inc. Common 45168D104 18,557 52,910 SH   SOLE   52,910 0 0
Illumina, Inc. Common 452327109 36,143 196,047 SH   SOLE   196,047 0 0
Intellia Therapeutics, Inc. Common 45826J105 3,011 58,180 SH   SOLE   58,180 0 0
Intercept Pharmaceuticals, Inc. Common 45845P108 719 52,067 SH   SOLE   52,067 0 0
Intra-Cellular Therapies, Inc. Common 46116X101 13,895 243,437 SH   SOLE   243,437 0 0
Intuitive Surgical, Inc. Common 46120E602 21,311 106,176 SH   SOLE   106,176 0 0
Ionis Pharmaceuticals, Inc. Common 462222100 6,504 175,680 SH   SOLE   175,680 0 0
IQVIA Holdings Inc. Common 46266C105 18,293 84,303 SH   SOLE   84,303 0 0
iTeos Therapeutics, Inc. Common 46565G104 436 21,181 SH   SOLE   21,181 0 0
Jazz Pharmaceuticals plc Shares G50871105 26,194 167,899 SH   SOLE   167,899 0 0
Johnson & Johnson Common 478160104 91,711 516,652 SH   SOLE   516,652 0 0
Karuna Therapeutics, Inc. Common 48576A100 10,002 79,057 SH   SOLE   79,057 0 0
Koninklijke Philips N.V. NY Reg Shares 500472303 3,548 164,790 SH   SOLE   164,790 0 0
Laboratory Corporation of America Holdings Common 50540R409 10,345 44,142 SH   SOLE   44,142 0 0
Lantheus Holdings, Inc. Common 516544103 8,392 127,092 SH   SOLE   127,092 0 0
LTC Properties, Inc. Common 502175102 6,998 182,293 SH   SOLE   182,293 0 0
McKesson Corp. Common 58155Q103 52,429 160,722 SH   SOLE   160,722 0 0
Medical Properties Trust, Inc. Common 58463J304 6,287 411,743 SH   SOLE   411,743 0 0
Medpace Holdings, Inc. Common 58506Q109 1,412 9,435 SH   SOLE   9,435 0 0
Medtronic plc Shares G5960L103 29,274 326,172 SH   SOLE   326,172 0 0
Merck & Co., Inc. Common 58933Y105 50,337 552,122 SH   SOLE   552,122 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 2,157 95,290 SH   SOLE   95,290 0 0
Mirati Therapeutics, Inc. Common 60468T105 5,624 83,784 SH   SOLE   83,784 0 0
Moderna, Inc. Common 60770K107 46,930 328,524 SH   SOLE   328,524 0 0
Molina Healthcare, Inc. Common 60855R100 29,383 105,085 SH   SOLE   105,085 0 0
Morphic Holding, Inc. Common 61775R105 968 44,625 SH   SOLE   44,625 0 0
MorphoSys AG Sponsored ADS 617760202 396 81,867 SH   SOLE   81,867 0 0
Natera, Inc. Common 632307104 758 21,400 SH   SOLE   21,400 0 0
National Health Investors, Inc. Common 63633D104 608 10,038 SH   SOLE   10,038 0 0
Neurocrine Biosciences, Inc. Common 64125C109 16,387 168,108 SH   SOLE   168,108 0 0
NexGel, Inc. Common 65344E107 7 4,243 SH   SOLE   4,243 0 0
Nkarta, Inc. Common 65487U108 357 28,988 SH   SOLE   28,988 0 0
Novartis AG Sponsored ADR 66987V109 11,515 136,225 SH   SOLE   136,225 0 0
Novavax, Inc. Common 670002401 3,281 63,800 SH   SOLE   63,800 0 0
Novo Nordisk A/S Sponsored ADR 670100205 14,544 130,523 SH   SOLE   130,523 0 0
Omega Healthcare Investors, Inc. Common 681936100 8,638 306,433 SH   SOLE   306,433 0 0
Owens & Minor, Inc. Common 690732102 9,063 288,167 SH   SOLE   288,167 0 0
Perrigo Company plc Shares G97822103 2,078 51,224 SH   SOLE   51,224 0 0
Pfizer Inc. Common 717081103 59,356 1,132,103 SH   SOLE   1,132,103 0 0
Physicians Realty Trust Common 71943U104 8,651 495,733 SH   SOLE   495,733 0 0
Praxis Precision Medicines, Inc. Common 74006W108 184 75,000 SH   SOLE   75,000 0 0
Precision BioSciences, Inc. Common 74019P108 359 224,534 SH   SOLE   224,534 0 0
Prometheus Biosciences, Inc. Common 74349U108 1,389 49,195 SH   SOLE   49,195 0 0
Protagonist Therapeutics, Inc. Common 74366E102 967 122,271 SH   SOLE   122,271 0 0
Pyxis Oncology, Inc. Common 747324101 1,686 708,303 SH   SOLE   708,303 0 0
Qiagen N.V. Shares N72482123 496 10,500 SH   SOLE   10,500 0 0
R1 RCM Inc. Common 77634L105 4,241 202,351 SH   SOLE   202,351 0 0
Rallybio Corporation Common 75120L100 14,580 1,931,120 SH   SOLE   1,931,120 0 0
Regeneron Pharmaceuticals, Inc. Common 75886F107 84,451 142,864 SH   SOLE   142,864 0 0
Repare Therapeutics Inc. Common 760273102 408 29,150 SH   SOLE   29,150 0 0
ResMed Inc. Common 761152107 14,884 70,999 SH   SOLE   70,999 0 0
Sabra Health Care REIT, Inc. Common 78573L106 7,134 510,660 SH   SOLE   510,660 0 0
Sanofi Sponsored ADR 80105N105 6,176 123,454 SH   SOLE   123,454 0 0
Sarepta Therapeutics, Inc. Common 803607100 15,904 212,165 SH   SOLE   212,165 0 0
Scholar Rock Holding Corp. Common 80706P103 597 108,833 SH   SOLE   108,833 0 0
Seagen Inc. Common 81181C104 34,536 195,183 SH   SOLE   195,183 0 0
Smith & Nephew plc Sponsored ADR 83175M205 5,073 181,710 SH   SOLE   181,710 0 0
SPDR S&P Biotech ETF S&P Biotech ETF 78464A870 15,534 209,154 SH   SOLE   209,154 0 0
Spectrum Pharmaceuticals, Inc. Common 84763A108 89 114,670 SH   SOLE   114,670 0 0
STERIS plc Shares G8473T100 3,436 16,669 SH   SOLE   16,669 0 0
Stevanato Group Societa' Per Azioni Ordinary Shares T9224W109 1,126 71,190 SH   SOLE   71,190 0 0
Stryker Corp. Common 863667101 44,894 225,678 SH   SOLE   225,678 0 0
Sutro Biopharma, Inc. Common 869367102 854 163,924 SH   SOLE   163,924 0 0
Syndax Pharmaceuticals, Inc. Common 87164F105 1,087 56,480 SH   SOLE   56,480 0 0
Syneos Health, Inc. Class A 87166B102 21,715 302,945 SH   SOLE   302,945 0 0
Takeda Pharmaceutical Company Ltd. Sponsored ADS 874060205 1,475 105,073 SH   SOLE   105,073 0 0
Teva Pharmaceutical Industries Ltd. Sponsored ADR 881624209 3,457 459,651 SH   SOLE   459,651 0 0
Thermo Fisher Scientific Inc. Common 883556102 53,027 97,605 SH   SOLE   97,605 0 0
Theseus Pharmaceuticals, Inc. Common 88369M101 553 100,000 SH   SOLE   100,000 0 0
Travere Therapeutics, Inc. Common 89422G107 6,001 247,678 SH   SOLE   247,678 0 0
TScan Therapeutics, Inc. Common 89854M101 629 200,000 SH   SOLE   200,000 0 0
Ultragenyx Pharmaceutical Inc. Common 90400D108 2,647 44,365 SH   SOLE   44,365 0 0
uniQure N.V. Shares N90064101 9,724 521,693 SH   SOLE   521,693 0 0
United Therapeutics Corp. Common 91307C102 17,015 72,206 SH   SOLE   72,206 0 0
Unitedhealth Group Inc. Common 91324P102 164,110 319,510 SH   SOLE   319,510 0 0
Universal Health Realty Income Trust Shares 91359E105 599 11,258 SH   SOLE   11,258 0 0
Universal Health Services, Inc. Class B 913903100 403 4,000 SH   SOLE   4,000 0 0
VectivBio Holding AG Ordinary Shares H9060V101 4,085 756,502 SH   SOLE   756,502 0 0
Ventas, Inc. Common 92276F100 12,761 248,131 SH   SOLE   248,131 0 0
Verona Pharma plc Sponsored ADR 925050106 3,150 751,905 SH   SOLE   751,905 0 0
Vertex Pharmaceuticals Inc. Common 92532F100 101,791 361,231 SH   SOLE   361,231 0 0
VYNE Therapeutics Inc. Common 92941V209 53 135,395 SH   SOLE   135,395 0 0
Waters Corp. Common 941848103 1,192 3,600 SH   SOLE   3,600 0 0
Welltower Inc. Common 95040Q104 16,724 203,083 SH   SOLE   203,083 0 0
Xencor, Inc. Common 98401F105 6,487 236,996 SH   SOLE   236,996 0 0
Xenon Pharmaceuticals Inc. Common 98420N105 904 29,710 SH   SOLE   29,710 0 0
Zai Lab Ltd. ADR 98887Q104 1,502 43,300 SH   SOLE   43,300 0 0
Zimmer Biomet Holdings, Inc. Common 98956P102 14,923 142,044 SH   SOLE   142,044 0 0
ZimVie Inc. Common 98888T107 227 14,202 SH   SOLE   14,202 0 0
Zoetis Inc. Class A 98978V103 25,219 146,714 SH   SOLE   146,714 0 0