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
4D MOLECULAR THERAPEUTICS IN COM 35104E100 1,375 57,090 SH   SOLE   57,090 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 10,535 257,827 SH   SOLE   257,827 0 0
AGIOS PHARMACEUTICALS INC COM 00847X104 12,979 235,513 SH   SOLE   235,513 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 18,339 108,179 SH   SOLE   108,179 0 0
AMERICAN WELL CORP CL A 03044L105 9,153 727,600 SH   SOLE   727,600 0 0
ARGENX SE SPONSORED ADR 04016X101 16,027 53,232 SH   SOLE   53,232 0 0
ARVINAS INC COM 04335A105 1,771 23,000 SH   SOLE   23,000 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 23,947 399,789 SH   SOLE   399,789 0 0
AXONICS INC COM 05465P101 14,874 234,565 SH   SOLE   234,565 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 12,382 140,763 SH   SOLE   140,763 0 0
C4 THERAPEUTICS INC COM STK 12529R107 1,786 47,200 SH   SOLE   47,200 0 0
CANO HEALTH INC COM CL A 13781Y103 6,003 496,100 SH   SOLE   496,100 0 0
CAREMAX INC COM CL A 14171W103 4,873 377,775 SH   SOLE   377,775 0 0
DEXCOM INC COM 252131107 14,603 34,200 SH   SOLE   34,200 0 0
DICERNA PHARMACEUTICALS INC COM 253031108 6,013 161,125 SH   SOLE   161,125 0 0
GUARDANT HEALTH INC COM 40131M109 3,510 28,260 SH   SOLE   28,260 0 0
HUMANA INC COM 444859102 21,127 47,721 SH   SOLE   47,721 0 0
INSPIRE MED SYS INC COM 457730109 10,833 56,053 SH   SOLE   56,053 0 0
IQVIA HLDGS INC COM 46266C105 20,664 85,277 SH   SOLE   85,277 0 0
KYMERA THERAPEUTICS INC COM 501575104 1,795 37,000 SH   SOLE   37,000 0 0
LYELL IMMUNOPHARMA INC COM 55083R104 1,624 100,000 SH   SOLE   100,000 0 0
MIRATI THERAPEUTICS INC COM 60468T105 9,353 57,900 SH   SOLE   57,900 0 0
NATERA INC COM 632307104 18,527 163,194 SH   SOLE   163,194 0 0
OLINK HLDG AB SPONSORED ADS 680710100 1,377 40,000 SH   SOLE   40,000 0 0
OUTSET MED INC COM 690145107 9,296 186,000 SH   SOLE   186,000 0 0
PRIVIA HEALTH GROUP INC COM 74276R102 4,260 96,000 SH   SOLE   96,000 0 0
SEER INC COM CL A 81578P106 2,737 83,500 SH   SOLE   83,500 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 17,589 98,038 SH   SOLE   98,038 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 14,143 70,144 SH   SOLE   70,144 0 0