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 536 31,266 SH   SOLE   31,266 0 0
Abbott Laboratories Common 002824100 76,542 791,051 SH   SOLE   791,051 0 0
AbbVie Inc. Common 00287Y109 70,707 526,842 SH   SOLE   526,842 0 0
Acadia Healthcare Company, Inc. Common 00404A109 11,038 141,189 SH   SOLE   141,189 0 0
ACADIA Pharmaceuticals Inc. Common 004225108 1,182 72,225 SH   SOLE   72,225 0 0
Adaptive Biotechnologies Corp. Common 00650F109 3,007 422,281 SH   SOLE   422,281 0 0
Addus HomeCare Corp. Common 006739106 7,965 83,632 SH   SOLE   83,632 0 0
Adicet Bio, Inc. Common 007002108 573 40,329 SH   SOLE   40,329 0 0
Affimed N.V. Common N01045108 1,207 586,038 SH   SOLE   586,038 0 0
Agilent Technologies, Inc. Common 00846U101 5,250 43,191 SH   SOLE   43,191 0 0
AlerisLife Inc. Common 33832D205 23 24,237 SH   SOLE   24,237 0 0
Align Technology, Inc. Common 016255101 3,913 18,894 SH   SOLE   18,894 0 0
Alkermes plc Shares G01767105 6,914 309,613 SH   SOLE   309,613 0 0
Allscripts Healthcare Solutions, Inc. Common 01988P108 6,527 428,580 SH   SOLE   428,580 0 0
Alnylam Pharmaceuticals, Inc. Common 02043Q107 28,666 143,214 SH   SOLE   143,214 0 0
ALX Oncology Holdings Inc. Common 00166B105 634 66,211 SH   SOLE   66,211 0 0
Amgen Inc. Common 031162100 116,953 518,869 SH   SOLE   518,869 0 0
Apellis Pharmaceuticals, Inc. Common 03753U106 18,173 266,076 SH   SOLE   266,076 0 0
ARCA biopharma, Inc. Common 00211Y506 67 32,461 SH   SOLE   32,461 0 0
Arcutis Biotherapeutics, Inc. Common 03969K108 2,845 148,874 SH   SOLE   148,874 0 0
Ardelyx, Inc. Common 039697107 642 539,408 SH   SOLE   539,408 0 0
argenx SE Sponsored ADR 04016X101 27,056 76,635 SH   SOLE   76,635 0 0
Arrowhead Pharmaceuticals, Inc. Common 04280A100 5,185 156,875 SH   SOLE   156,875 0 0
Arvinas, Inc. Common 04335A105 3,826 85,997 SH   SOLE   85,997 0 0
Ascendis Pharma A/S Sponsored ADR 04351P101 7,000 67,794 SH   SOLE   67,794 0 0
Assertio Holdings, Inc. Common 04546C205 932 410,575 SH   SOLE   410,575 0 0
AstraZeneca PLC Sponsored ADR 046353108 69,822 1,273,193 SH   SOLE   1,273,193 0 0
Avidity Biosciences, Inc. Common 05370A108 1,055 64,618 SH   SOLE   64,618 0 0
Beam Therapeutics Inc. Common 07373V105 754 15,817 SH   SOLE   15,817 0 0
BeiGene, Ltd. Sponsored ADR 07725L102 2,825 20,952 SH   SOLE   20,952 0 0
Bellicum Pharmaceuticals, Inc. Common 079481404 7 6,000 SH   SOLE   6,000 0 0
Bicycle Therapeutics PLC Sponsored ADS 088786108 2,063 88,676 SH   SOLE   88,676 0 0
BioCryst Pharmaceuticals, Inc. Common 09058V103 4,405 349,570 SH   SOLE   349,570 0 0
Biogen Inc. Common 09062X103 38,832 145,439 SH   SOLE   145,439 0 0
Biohaven Pharmaceutical Holding Company Ltd. Common G11196105 10,609 70,176 SH   SOLE   70,176 0 0
BioMarin Pharmaceutical Inc. Common 09061G101 12,796 150,947 SH   SOLE   150,947 0 0
BioNTech SE Sponsored ADS 09075V102 12,819 95,042 SH   SOLE   95,042 0 0
Black Diamond Therapeutics, Inc. Common 09203E105 223 131,990 SH   SOLE   131,990 0 0
Boston Scientific Corp. Common 101137107 30,799 795,215 SH   SOLE   795,215 0 0
Bristol-Myers Squibb Company Common 110122108 62,522 879,476 SH   SOLE   879,476 0 0
Cardiovascular Systems, Inc. Common 141619106 2,424 174,859 SH   SOLE   174,859 0 0
Caribou Biosciences, Inc. Common 142038108 5,983 567,147 SH   SOLE   567,147 0 0
Cerevel Therapeutics Holdings, Inc. Common 15678U128 4,987 176,483 SH   SOLE   176,483 0 0
Charles River Laboratories International, Inc. Common 159864107 14,302 72,675 SH   SOLE   72,675 0 0
ChemoCentryx, Inc. Common 16383L106 4,040 78,197 SH   SOLE   78,197 0 0
Cigna Corp. Common 125523100 58,472 210,731 SH   SOLE   210,731 0 0
Codexis Inc Common 192005106 419 69,125 SH   SOLE   69,125 0 0
Community Health Systems, Inc. Common 203668108 190 88,335 SH   SOLE   88,335 0 0
Community Healthcare Trust Inc. Common 20369C106 488 14,900 SH   SOLE   14,900 0 0
Corbus Pharmaceuticals Holdings, Inc. Common 21833P103 25 154,310 SH   SOLE   154,310 0 0
CRISPR Therapeutics AG Namen AKT H17182108 3,599 55,080 SH   SOLE   55,080 0 0
CVS Health Corp. Common 126650100 11,807 123,803 SH   SOLE   123,803 0 0
Cytokinetics, Inc. Common 23282W605 3,640 75,139 SH   SOLE   75,139 0 0
Danaher Corp. Common 235851102 32,172 124,556 SH   SOLE   124,556 0 0
Denali Therapeutics, Inc. Common 24823R105 6,826 222,420 SH   SOLE   222,420 0 0
Design Therapeutics, Inc. Common 25056L103 4,690 280,523 SH   SOLE   280,523 0 0
Dexcom, Inc. Common 252131107 19,790 245,712 SH   SOLE   245,712 0 0
Diversified Healthcare Trust Common 25525P107 354 357,720 SH   SOLE   357,720 0 0
Edgewise Therapeutics, Inc. Common 28036F105 1,919 195,025 SH   SOLE   195,025 0 0
Edwards Lifesciences Corp. Common 28176E108 14,162 171,388 SH   SOLE   171,388 0 0
Elevance Health, Inc. Common 036752103 6,652 14,644 SH   SOLE   14,644 0 0
Eli Lilly and Company Common 532457108 77,791 240,578 SH   SOLE   240,578 0 0
Endo International plc Shares G30401106 48 494,607 SH   SOLE   494,607 0 0
Fulcrum Therapeutics, Inc. Common 36118A100 474 58,537 SH   SOLE   58,537 0 0
Fusion Pharmaceuticals Inc. Common 36118A100 131 43,394 SH   SOLE   43,394 0 0
G1 Therapeutics, Inc. Common 3621LQ109 5,294 423,869 SH   SOLE   423,869 0 0
Galera Therapeutics, Inc. Common 36338D108 1,563 898,374 SH   SOLE   898,374 0 0
Gilead Sciences, Inc. Common 375558103 100,071 1,622,165 SH   SOLE   1,622,165 0 0
Global Medical REIT Inc. Common 37954A204 1,490 174,897 SH   SOLE   174,897 0 0
GSK PLC SPON ADR Common 37733W204 1,232 41,852 SH   SOLE   41,852 0 0
Guardant Health, Inc. Common 40131M109 18,630 346,084 SH   SOLE   346,084 0 0
Harpoon Therapeutics, Inc. Common 41358P106 252 259,910 SH   SOLE   259,910 0 0
HCA Healthcare, Inc. Common 40412C101 22,846 124,303 SH   SOLE   124,303 0 0
Health Care Select Sector SPDR Fund SBI Healthcare 81369Y209 3,515 29,024 SH   SOLE   29,024 0 0
Healthcare Realty Trust Inc. Common 42226K105 3,642 174,686 SH   SOLE   174,686 0 0
HealthEquity, Inc. Common 42226A107 7,403 110,214 SH   SOLE   110,214 0 0
Healthpeak Properties, Inc. Common 42250P103 3,447 150,392 SH   SOLE   150,392 0 0
Horizon Therapeutics plc Common G46188101 45,449 734,353 SH   SOLE   734,353 0 0
Humana Inc. Common 444859102 54,828 113,004 SH   SOLE   113,004 0 0
I-Mab Sponsored ADS 44975P103 652 162,580 SH   SOLE   162,580 0 0
Icon plc Shares G4705A100 1,918 10,434 SH   SOLE   10,434 0 0
IDEAYA Biosciences, Inc. Common 45166A102 1,987 133,185 SH   SOLE   133,185 0 0
IDEXX Laboratories, Inc. Common 45168D104 17,661 54,207 SH   SOLE   54,207 0 0
Illumina, Inc. Common 452327109 56,272 294,943 SH   SOLE   294,943 0 0
Intellia Therapeutics, Inc. Common 45826J105 8,633 154,269 SH   SOLE   154,269 0 0
Intercept Pharmaceuticals, Inc. Common 45845P108 726 52,067 SH   SOLE   52,067 0 0
Intra-Cellular Therapies, Inc. Common 46116X101 8,020 172,371 SH   SOLE   172,371 0 0
Intuitive Surgical, Inc. Common 46120E602 19,569 104,403 SH   SOLE   104,403 0 0
Ionis Pharmaceuticals, Inc. Common 462222100 3,885 87,840 SH   SOLE   87,840 0 0
IQVIA Holdings Inc. Common 46266C105 12,284 67,817 SH   SOLE   67,817 0 0
Ishares Biothechnology ETF Common 464287556 2,874 24,569 SH   SOLE   24,569 0 0
Jazz Pharmaceuticals plc Shares G50871105 24,363 182,782 SH   SOLE   182,782 0 0
Johnson & Johnson Common 478160104 128,038 783,779 SH   SOLE   783,779 0 0
Karuna Therapeutics, Inc. Common 48576A100 5,312 23,616 SH   SOLE   23,616 0 0
Koninklijke Philips N.V. NY Reg Shares 500472303 2,536 164,790 SH   SOLE   164,790 0 0
Laboratory Corporation of America Holdings Common 50540R409 9,041 44,142 SH   SOLE   44,142 0 0
Lantheus Holdings, Inc. Common 516544103 16,118 229,179 SH   SOLE   229,179 0 0
LTC Properties, Inc. Common 502175102 6,827 182,293 SH   SOLE   182,293 0 0
McKesson Corp. Common 58155Q103 11,439 33,657 SH   SOLE   33,657 0 0
Medical Properties Trust, Inc. Common 58463J304 4,883 411,743 SH   SOLE   411,743 0 0
Medpace Holdings, Inc. Common 58506Q109 1,483 9,435 SH   SOLE   9,435 0 0
Medtronic plc Shares G5960L103 26,338 326,172 SH   SOLE   326,172 0 0
Merck & Co., Inc. Common 58933Y105 47,549 552,122 SH   SOLE   552,122 0 0
Mereo BioPharma Group plc ADS 589492107 1,336 1,551,082 SH   SOLE   1,551,082 0 0
Merus N.V. Common N5749R100 3,389 169,207 SH   SOLE   169,207 0 0
Mirati Therapeutics, Inc. Common 60468T105 8,548 122,390 SH   SOLE   122,390 0 0
Moderna, Inc. Common 60770K107 37,240 314,924 SH   SOLE   314,924 0 0
Molina Healthcare, Inc. Common 60855R100 39,427 119,535 SH   SOLE   119,535 0 0
MoonLake Immunotherapeutics Common 61559X104 2,388 300,000 SH   SOLE   300,000 0 0
Morphic Holding, Inc. Common 61775R105 1,263 44,625 SH   SOLE   44,625 0 0
MorphoSys AG Sponsored ADS 617760202 412 81,867 SH   SOLE   81,867 0 0
Natera, Inc. Common 632307104 938 21,400 SH   SOLE   21,400 0 0
National Health Investors, Inc. Common 63633D104 567 10,038 SH   SOLE   10,038 0 0
Neurocrine Biosciences, Inc. Common 64125C109 17,855 168,108 SH   SOLE   168,108 0 0
NexGel, Inc. Common 65344E107 6 4,243 SH   SOLE   4,243 0 0
Nkarta, Inc. Common 65487U108 381 28,988 SH   SOLE   28,988 0 0
Novartis AG Sponsored ADR 66987V109 10,354 136,225 SH   SOLE   136,225 0 0
Novavax, Inc. Common 670002401 1,161 63,800 SH   SOLE   63,800 0 0
Novo Nordisk A/S Sponsored ADR 670100205 13,004 130,523 SH   SOLE   130,523 0 0
Omega Healthcare Investors, Inc. Common 681936100 9,037 306,433 SH   SOLE   306,433 0 0
Option Care Health, Inc. Common 68404L201 2,045 64,975 SH   SOLE   64,975 0 0
Owens & Minor, Inc. Common 690732102 5,425 225,117 SH   SOLE   225,117 0 0
Perrigo Company plc Shares G97822103 1,827 51,224 SH   SOLE   51,224 0 0
Pfizer Inc. Common 717081103 49,541 1,132,103 SH   SOLE   1,132,103 0 0
Physicians Realty Trust Common 71943U104 2,538 168,741 SH   SOLE   168,741 0 0
Praxis Precision Medicines, Inc. Common 74006W108 170 75,000 SH   SOLE   75,000 0 0
Precision BioSciences, Inc. Common 74019P108 292 224,534 SH   SOLE   224,534 0 0
Prometheus Biosciences, Inc. Common 74349U108 1,859 31,505 SH   SOLE   31,505 0 0
Protagonist Therapeutics, Inc. Common 74366E106 1,031 122,271 SH   SOLE   122,271 0 0
Pyxis Oncology, Inc. Common 747324101 1,395 708,303 SH   SOLE   708,303 0 0
R1 RCM Inc. Common 77634L105 3,750 202,351 SH   SOLE   202,351 0 0
Rallybio Corporation Common 75120L100 25,191 1,740,931 SH   SOLE   1,740,931 0 0
Regeneron Pharmaceuticals, Inc. Common 75886F107 75,130 109,062 SH   SOLE   109,062 0 0
Repare Therapeutics Inc. Common 760273102 354 29,150 SH   SOLE   29,150 0 0
ResMed Inc. Common 761152107 13,251 60,699 SH   SOLE   60,699 0 0
Sabra Health Care REIT, Inc. Common 78573L106 6,700 510,660 SH   SOLE   510,660 0 0
Sanofi Sponsored ADR 80105N105 4,694 123,454 SH   SOLE   123,454 0 0
Sarepta Therapeutics, Inc. Common 803607100 18,345 165,959 SH   SOLE   165,959 0 0
Scholar Rock Holding Corp. Common 80706P103 754 108,833 SH   SOLE   108,833 0 0
Seagen Inc. Common 81181C104 7,305 53,387 SH   SOLE   53,387 0 0
Smith & Nephew plc Sponsored ADR 83175M205 4,219 181,710 SH   SOLE   181,710 0 0
SPDR S&P Biotech ETF S&P Biotech ETF 78464A870 11,714 147,677 SH   SOLE   147,677 0 0
Spectrum Pharmaceuticals, Inc. Common 84763A108 49 114,670 SH   SOLE   114,670 0 0
STERIS plc Shares G8473T100 2,772 16,669 SH   SOLE   16,669 0 0
Stevanato Group Societa' Per Azioni Ordinary Shares T9224W109 1,206 71,190 SH   SOLE   71,190 0 0
Stryker Corp. Common 863667101 39,197 193,528 SH   SOLE   193,528 0 0
Sutro Biopharma, Inc. Common 869367102 910 163,924 SH   SOLE   163,924 0 0
Takeda Pharmaceutical Company Ltd. Sponsored ADS 874060205 1,363 105,073 SH   SOLE   105,073 0 0
Terumo Corp. Common 688507070 487 17,288 SH   SOLE   17,288 0 0
Teva Pharmaceutical Industries Ltd. Sponsored ADR 881624209 3,709 459,651 SH   SOLE   459,651 0 0
Thermo Fisher Scientific Inc. Common 883556102 47,526 93,705 SH   SOLE   93,705 0 0
Theseus Pharmaceuticals, Inc. Common 88369M101 580 100,000 SH   SOLE   100,000 0 0
Travere Therapeutics, Inc. Common 89422G107 6,103 247,678 SH   SOLE   247,678 0 0
TScan Therapeutics, Inc. Common 89854M101 610 200,000 SH   SOLE   200,000 0 0
Ultragenyx Pharmaceutical Inc. Common 90400D108 2,777 67,065 SH   SOLE   67,065 0 0
uniQure N.V. Shares N90064101 9,787 521,693 SH   SOLE   521,693 0 0
United Therapeutics Corp. Common 91307C102 24,576 117,377 SH   SOLE   117,377 0 0
Unitedhealth Group Inc. Common 91324P102 138,404 274,046 SH   SOLE   274,046 0 0
Universal Health Realty Income Trust Common 91359E105 486 11,258 SH   SOLE   11,258 0 0
VectivBio Holding AG Common H9060V101 4,539 756,502 SH   SOLE   756,502 0 0
Ventas, Inc. Common 92276F100 2,679 66,681 SH   SOLE   66,681 0 0
Vertex Pharmaceuticals Inc. Common 92532F100 90,743 313,403 SH   SOLE   313,403 0 0
VYNE Therapeutics Inc. Common 92941V209 30 135,395 SH   SOLE   135,395 0 0
Welltower Inc. Common 95040Q104 2,668 41,484 SH   SOLE   41,484 0 0
Xencor, Inc. Common 98401F105 5,205 200,328 SH   SOLE   200,328 0 0
Xenon Pharmaceuticals Inc. Common 98420N105 2,229 61,733 SH   SOLE   61,733 0 0
Zai Lab Ltd. ADR 98887Q104 1,481 43,300 SH   SOLE   43,300 0 0
Zimmer Biomet Holdings, Inc. Common 98956P102 27,065 258,868 SH   SOLE   258,868 0 0
Zoetis Inc. Class A 98978V103 20,303 136,914 SH   SOLE   136,914 0 0