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 1,997 132,090 SH   SOLE   132,090 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 14,086 1,014,860 SH   SOLE   1,014,860 0 0
AGIOS PHARMACEUTICALS INC COM 00847X104 12,558 431,413 SH   SOLE   431,413 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 21,431 131,244 SH   SOLE   131,244 0 0
AMERICAN WELL CORP CL A 03044L105 16,044 3,811,008 SH   SOLE   3,811,008 0 0
ARGENX SE SPONSORED ADR 04016X101 22,040 69,900 SH   SOLE   69,900 0 0
ARVINAS INC COM 04335A105 1,548 23,000 SH   SOLE   23,000 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108 29,565 445,665 SH   SOLE   445,665 0 0
AXONICS INC COM 05465P101 16,055 256,465 SH   SOLE   256,465 0 0
BEAM THERAPEUTICS INC COM 07373V105 1,656 28,900 SH   SOLE   28,900 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 10,895 170,551 SH   SOLE   170,551 0 0
C4 THERAPEUTICS INC COM STK 12529R107 1,145 47,200 SH   SOLE   47,200 0 0
CANO HEALTH INC COM CL A 13781Y103 18,765 2,955,112 SH   SOLE   2,955,112 0 0
CAREMAX INC COM CL A 14171W103 5,339 714,755 SH   SOLE   714,755 0 0
DEXCOM INC COM 252131107 19,901 38,900 SH   SOLE   38,900 0 0
GUARDANT HEALTH INC COM 40131M109 10,066 151,960 SH   SOLE   151,960 0 0
HUMANA INC COM 444859102 33,896 77,891 SH   SOLE   77,891 0 0
INSPIRE MED SYS INC COM 457730109 19,573 76,253 SH   SOLE   76,253 0 0
IQVIA HLDGS INC COM 46266C105 25,894 111,995 SH   SOLE   111,995 0 0
KYMERA THERAPEUTICS INC COM 501575104 1,566 37,000 SH   SOLE   37,000 0 0
LYELL IMMUNOPHARMA INC COM 55083R104 505 100,000 SH   SOLE   100,000 0 0
MIRATI THERAPEUTICS INC COM 60468T105 4,275 52,000 SH   SOLE   52,000 0 0
NATERA INC COM 632307104 18,204 447,494 SH   SOLE   447,494 0 0
OLINK HLDG AB SPONSORED ADS 680710100 706 40,000 SH   SOLE   40,000 0 0
OUTSET MED INC COM 690145107 14,937 329,000 SH   SOLE   329,000 0 0
SEAGEN INC COM 81181C104 33,204 230,502 SH   SOLE   230,502 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 28,569 159,238 SH   SOLE   159,238 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 21,437 82,144 SH   SOLE   82,144 0 0