Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LLY	ELI LILLY & CO	34,616	$31.84M	3.3%	—	—	COM	532457108
QGEN	QIAGEN NV	500,000	$20.02M	2.1%	—	—	ORD SHARES	N72482156
NVST	ENVISTA HOLDINGS CORPORATION	711,693	$18.06M	1.9%	—	—	COM	29415F104
ABBV	ABBVIE INC	75,000	$16.31M	1.7%	—	—	COM	00287Y109
ILMN	ILLUMINA INC	110,370	$13.6M	1.4%	—	—	COM	452327109
IDXX	IDEXX LABS INC	15,000	$8.428M	0.9%	—	—	COM	45168D104
ERAS	ERASCA INC	406,702	$6.58M	0.7%	—	—	COM	29479A108
TNGX	TANGO THERAPEUTICS INC	266,127	$5.567M	0.6%	—	—	COM	87583X109
—	MODERNA INC	100,000	$5.08M	0.5%	—	—	PUT	60770K957
IRTC	IRHYTHM HOLDINGS INC	40,125	$4.736M	0.5%	—	—	COM	450056106
MMED	MINIMED GROUP INC	317,324	$4.734M	0.5%	—	—	COM	60365F109
CARL	CARLSMED INC	521,123	$4.716M	0.5%	—	—	COM	14280C105
VIR	VIR BIOTECHNOLOGY INC	500,000	$4.48M	0.5%	—	—	COM	92764N102
SUPN	SUPERNUS PHARMACEUTICALS	85,062	$4.397M	0.5%	—	—	COM	868459108
COGT	COGENT BIOSCIENCES INC	100,126	$3.854M	0.4%	—	—	COM	19240Q201
AMRX	AMNEAL PHARMACEUTICALS INC	300,752	$3.738M	0.4%	—	—	COM STK CL A	03168L105
DRUG	BRIGHT MINDS BIOSCIENCES INC	40,098	$2.926M	0.3%	—	—	COM NEW	10919W405
PLSE	PULSE BIOSCIENCES INC	50,125	$1.082M	0.1%	—	—	COM	74587B101

Increased Positions (42)

XENE XENON PHARMACEUTICALS INC 3.0%

Value $28.9M (+318.2%) Shares 497,035 (+222.4%) Est. Cost — Unrealized —

PTCT PTC THERAPEUTICS INC 3.0%

Value $29.39M (+141.5%) Shares 431,364 (+169.3%) Est. Cost — Unrealized —

SYK STRYKER CORPORATION 5.2%

Value $50.86M (+37.2%) Shares 154,771 (+46.7%) Est. Cost — Unrealized —

AGIO AGIOS PHARMACEUTICALS INC 1.4%

Value $13.65M (+403.5%) Shares 403,525 (+305.1%) Est. Cost — Unrealized —

ZBH ZIMMER BIOMET HOLDINGS INC 2.5%

Value $24.37M (+79.4%) Shares 269,557 (+78.5%) Est. Cost — Unrealized —

ANIP ANI PHARMACEUTICALS INC 2.2%

Value $21.58M (+88.5%) Shares 280,575 (+93.5%) Est. Cost — Unrealized —

BCRX BIOCRYST PHARMACEUTICALS INC 1.7%

Value $16.26M (+131.6%) Shares 1,708,099 (+89.8%) Est. Cost — Unrealized —

SNDX SYNDAX PHARMACEUTICALS INC 2.2%

Value $21.06M (+74.6%) Shares 901,511 (+57.1%) Est. Cost — Unrealized —

KALV KALVISTA PHARMACEUTICALS INC 3.8%

Value $36.95M (+29.4%) Shares 1,835,506 (+3.8%) Est. Cost — Unrealized —

GPCR STRUCTURE THERAPEUTICS INC 1.2%

Value $11.19M (+192.4%) Shares 232,093 (+322.0%) Est. Cost — Unrealized —

PODD INSULET CORP 3.4%

Value $32.85M (-17.9%) Shares 156,561 (+11.1%) Est. Cost — Unrealized —

IQV IQVIA HLDGS INC 1.5%

Value $14.79M (+86.2%) Shares 86,702 (+146.1%) Est. Cost — Unrealized —

DXCM DEXCOM INC 4.5%

Value $43.32M (+11.1%) Shares 689,822 (+17.4%) Est. Cost — Unrealized —

AMLX AMYLYX PHARMACEUTICALS INC 0.9%

Value $8.638M (+87.3%) Shares 621,458 (+62.8%) Est. Cost — Unrealized —

RARE ULTRAGENYX PHARMACEUTICAL IN 0.5%

Value $4.923M (+245.1%) Shares 235,000 (+278.8%) Est. Cost — Unrealized —

XERS XERIS BIOPHARMA HOLDINGS INC 1.0%

Value $9.983M (-24.8%) Shares 1,721,264 (+1.8%) Est. Cost — Unrealized —

ATEC ALPHATEC HLDGS INC 0.9%

Value $8.963M (+53.7%) Shares 823,763 (+197.2%) Est. Cost — Unrealized —

RCUS ARCUS BIOSCIENCES INC 2.7%

Value $26.08M (+13.0%) Shares 1,207,274 (+24.6%) Est. Cost — Unrealized —

ASMB ASSEMBLY BIOSCIENCES INC 1.2%

Value $11.41M (+34.6%) Shares 411,227 (+64.9%) Est. Cost — Unrealized —

IMNM IMMUNOME INC 0.9%

Value $8.824M (+47.9%) Shares 403,487 (+45.2%) Est. Cost — Unrealized —

EYPT EYEPOINT INC 1.8%

Value $17.46M (-12.1%) Shares 1,354,800 (+24.5%) Est. Cost — Unrealized —

CMPS COMPASS PATHWAYS PLC 0.3%

Value $3.066M (+346.7%) Shares 554,411 (+457.4%) Est. Cost — Unrealized —

OPRX OPTIMIZERX CORP 0.5%

Value $4.58M (-30.6%) Shares 729,369 (+35.4%) Est. Cost — Unrealized —

WGS GENEDX HOLDINGS CORP 0.3%

Value $3.261M (-36.2%) Shares 50,778 (+29.3%) Est. Cost — Unrealized —

BFLY BUTTERFLY NETWORK INC 0.2%

Value $2.2M (+474.1%) Shares 544,477 (+440.0%) Est. Cost — Unrealized —

WAY WAYSTAR HLDG CORP 1.1%

Value $10.68M (-11.6%) Shares 443,058 (+20.1%) Est. Cost — Unrealized —

ADPT ADAPTIVE BIOTECHNOLOGIES COR 0.8%

Value $7.659M (+17.4%) Shares 551,815 (+37.4%) Est. Cost — Unrealized —

CVRX CVRX INC 0.4%

Value $4.063M (+38.6%) Shares 429,507 (+4.0%) Est. Cost — Unrealized —

FDMT 4D MOLECULAR THERAPEUTICS IN 0.5%

Value $4.865M (+28.9%) Shares 522,577 (+3.8%) Est. Cost — Unrealized —

URGN UROGEN PHARMA LTD 0.5%

Value $4.944M (+25.1%) Shares 275,000 (+62.9%) Est. Cost — Unrealized —

QTRX QUANTERIX CORP 0.1%

Value $1.202M (-42.6%) Shares 341,453 (+3.8%) Est. Cost — Unrealized —

AORT ARTIVION INC 1.0%

Value $9.229M (-7.5%) Shares 252,014 (+15.2%) Est. Cost — Unrealized —

CAI CARIS LIFE SCIENCES INC 0.4%

Value $4.111M (+21.9%) Shares 229,912 (+83.9%) Est. Cost — Unrealized —

ANNX ANNEXON INC 0.4%

Value $3.734M (+23.7%) Shares 674,013 (+12.1%) Est. Cost — Unrealized —

AXGN AXOGEN INC 0.9%

Value $8.884M (+8.4%) Shares 268,160 (+7.1%) Est. Cost — Unrealized —

LUNG PULMONX CORP 0.1%

Value $975K (-39.4%) Shares 755,636 (+3.8%) Est. Cost — Unrealized —

EW EDWARDS LIFESCIENCES CORP 1.4%

Value $13.39M (+4.0%) Shares 167,155 (+10.7%) Est. Cost — Unrealized —

ABSI ABSCI CORPORATION 0.6%

Value $5.594M (+9.9%) Shares 1,864,806 (+27.8%) Est. Cost — Unrealized —

ARAY ACCURAY INC DEL 0.0%

Value $343K (-51.1%) Shares 884,578 (+3.8%) Est. Cost — Unrealized —

ENTX ENTERA BIO LTD 0.0%

Value $320K (-40.0%) Shares 288,670 (+4.9%) Est. Cost — Unrealized —

CDNA CAREDX INC 0.5%

Value $5.058M (-2.8%) Shares 291,378 (+5.5%) Est. Cost — Unrealized —

OVID OVID THERAPEUTICS INC 0.0%

Value $462K (+41.1%) Shares 208,205 (+3.6%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
XENE	XENON PHARMACEUTICALS INC	497,035 (+222.4%)	$28.9M (+318.2%)	3.0%	—	—	COM	98420N105
PTCT	PTC THERAPEUTICS INC	431,364 (+169.3%)	$29.39M (+141.5%)	3.0%	—	—	COM	69366J200
SYK	STRYKER CORPORATION	154,771 (+46.7%)	$50.86M (+37.2%)	5.2%	—	—	COM	863667101
AGIO	AGIOS PHARMACEUTICALS INC	403,525 (+305.1%)	$13.65M (+403.5%)	1.4%	—	—	COM	00847X104
ZBH	ZIMMER BIOMET HOLDINGS INC	269,557 (+78.5%)	$24.37M (+79.4%)	2.5%	—	—	COM	98956P102
ANIP	ANI PHARMACEUTICALS INC	280,575 (+93.5%)	$21.58M (+88.5%)	2.2%	—	—	COM	00182C103
BCRX	BIOCRYST PHARMACEUTICALS INC	1,708,099 (+89.8%)	$16.26M (+131.6%)	1.7%	—	—	COM	09058V103
SNDX	SYNDAX PHARMACEUTICALS INC	901,511 (+57.1%)	$21.06M (+74.6%)	2.2%	—	—	COM	87164F105
KALV	KALVISTA PHARMACEUTICALS INC	1,835,506 (+3.8%)	$36.95M (+29.4%)	3.8%	—	—	COM	483497103
GPCR	STRUCTURE THERAPEUTICS INC	232,093 (+322.0%)	$11.19M (+192.4%)	1.2%	—	—	SPONSORED ADS	86366E106
PODD	INSULET CORP	156,561 (+11.1%)	$32.85M (-17.9%)	3.4%	—	—	COM	45784P101
IQV	IQVIA HLDGS INC	86,702 (+146.1%)	$14.79M (+86.2%)	1.5%	—	—	COM	46266C105
DXCM	DEXCOM INC	689,822 (+17.4%)	$43.32M (+11.1%)	4.5%	—	—	COM	252131107
AMLX	AMYLYX PHARMACEUTICALS INC	621,458 (+62.8%)	$8.638M (+87.3%)	0.9%	—	—	COM	03237H101
RARE	ULTRAGENYX PHARMACEUTICAL IN	235,000 (+278.8%)	$4.923M (+245.1%)	0.5%	—	—	COM	90400D108
XERS	XERIS BIOPHARMA HOLDINGS INC	1,721,264 (+1.8%)	$9.983M (-24.8%)	1.0%	—	—	COM	98422E103
ATEC	ALPHATEC HLDGS INC	823,763 (+197.2%)	$8.963M (+53.7%)	0.9%	—	—	COM NEW	02081G201
RCUS	ARCUS BIOSCIENCES INC	1,207,274 (+24.6%)	$26.08M (+13.0%)	2.7%	—	—	COM	03969F109
ASMB	ASSEMBLY BIOSCIENCES INC	411,227 (+64.9%)	$11.41M (+34.6%)	1.2%	—	—	COM NEW	045396207
IMNM	IMMUNOME INC	403,487 (+45.2%)	$8.824M (+47.9%)	0.9%	—	—	COM	45257U108
EYPT	EYEPOINT INC	1,354,800 (+24.5%)	$17.46M (-12.1%)	1.8%	—	—	COM NEW	30233G209
CMPS	COMPASS PATHWAYS PLC	554,411 (+457.4%)	$3.066M (+346.7%)	0.3%	—	—	SPONSORED ADS	20451W101
OPRX	OPTIMIZERX CORP	729,369 (+35.4%)	$4.58M (-30.6%)	0.5%	—	—	COM NEW	68401U204
WGS	GENEDX HOLDINGS CORP	50,778 (+29.3%)	$3.261M (-36.2%)	0.3%	—	—	COM CL A	81663L200
BFLY	BUTTERFLY NETWORK INC	544,477 (+440.0%)	$2.2M (+474.1%)	0.2%	—	—	COM CL A	124155102
WAY	WAYSTAR HLDG CORP	443,058 (+20.1%)	$10.68M (-11.6%)	1.1%	—	—	COM	946784105
ADPT	ADAPTIVE BIOTECHNOLOGIES COR	551,815 (+37.4%)	$7.659M (+17.4%)	0.8%	—	—	COM	00650F109
CVRX	CVRX INC	429,507 (+4.0%)	$4.063M (+38.6%)	0.4%	—	—	COM	126638105
FDMT	4D MOLECULAR THERAPEUTICS IN	522,577 (+3.8%)	$4.865M (+28.9%)	0.5%	—	—	COM	35104E100
URGN	UROGEN PHARMA LTD	275,000 (+62.9%)	$4.944M (+25.1%)	0.5%	—	—	COM	M96088105
QTRX	QUANTERIX CORP	341,453 (+3.8%)	$1.202M (-42.6%)	0.1%	—	—	COM	74766Q101
AORT	ARTIVION INC	252,014 (+15.2%)	$9.229M (-7.5%)	1.0%	—	—	COM	228903100
CAI	CARIS LIFE SCIENCES INC	229,912 (+83.9%)	$4.111M (+21.9%)	0.4%	—	—	COM	142152107
ANNX	ANNEXON INC	674,013 (+12.1%)	$3.734M (+23.7%)	0.4%	—	—	COM	03589W102
AXGN	AXOGEN INC	268,160 (+7.1%)	$8.884M (+8.4%)	0.9%	—	—	COM	05463X106
LUNG	PULMONX CORP	755,636 (+3.8%)	$975K (-39.4%)	0.1%	—	—	COM	745848101
EW	EDWARDS LIFESCIENCES CORP	167,155 (+10.7%)	$13.39M (+4.0%)	1.4%	—	—	COM	28176E108
ABSI	ABSCI CORPORATION	1,864,806 (+27.8%)	$5.594M (+9.9%)	0.6%	—	—	COM	00091E109
ARAY	ACCURAY INC DEL	884,578 (+3.8%)	$343K (-51.1%)	0.0%	—	—	COM	004397105
ENTX	ENTERA BIO LTD	288,670 (+4.9%)	$320K (-40.0%)	0.0%	—	—	SHS	M40527109
CDNA	CAREDX INC	291,378 (+5.5%)	$5.058M (-2.8%)	0.5%	—	—	COM	14167L103
OVID	OVID THERAPEUTICS INC	208,205 (+3.6%)	$462K (+41.1%)	0.0%	—	—	COM	690469101

Exited Positions (28)

MASI MASIMO CORP 2.7%

Value $26.01M Shares 200,000 Est. Cost — Unrealized —

TERN TERNS PHARMACEUTICALS INC 2.6%

Value $25.08M Shares 620,877 Est. Cost — Unrealized —

— QIAGEN NV 2.3%

Value $22.23M Shares 494,351 Est. Cost — Unrealized —

FOLD AMICUS THERAPEUTICS INC 2.2%

Value $21.18M Shares 1,487,283 Est. Cost — Unrealized —

MTD METTLER TOLEDO INTERNATIONAL 1.6%

Value $15.32M Shares 10,988 Est. Cost — Unrealized —

A AGILENT TECHNOLOGIES INC 1.4%

Value $13.61M Shares 100,000 Est. Cost — Unrealized —

DHR DANAHER CORPORATION 1.4%

Value $13.48M Shares 58,889 Est. Cost — Unrealized —

UNH UNITEDHEALTH GROUP INC 1.1%

Value $10.52M Shares 31,875 Est. Cost — Unrealized —

ACLX ARCELLX INC 0.9%

Value $8.353M Shares 128,111 Est. Cost — Unrealized —

DOCS DOXIMITY INC 0.7%

Value $7.186M Shares 162,276 Est. Cost — Unrealized —

BIIB BIOGEN INC 0.6%

Value $6.234M Shares 35,425 Est. Cost — Unrealized —

DAWN DAY ONE BIOPHARMACEUTICALS I 0.6%

Value $6.016M Shares 645,544 Est. Cost — Unrealized —

TMDX TRANSMEDICS GROUP INC 0.6%

Value $5.495M Shares 45,174 Est. Cost — Unrealized —

SDGR SCHRODINGER INC 0.6%

Value $5.345M Shares 298,939 Est. Cost — Unrealized —

VERA VERA THERAPEUTICS INC 0.5%

Value $5.093M Shares 100,564 Est. Cost — Unrealized —

PGEN PRECIGEN INC 0.4%

Value $4.192M Shares 1,002,826 Est. Cost — Unrealized —

SYRE SPYRE THERAPEUTICS INC 0.4%

Value $4.078M Shares 124,485 Est. Cost — Unrealized —

MNKD MANNKIND CORP 0.4%

Value $3.631M Shares 640,356 Est. Cost — Unrealized —

TVTX TRAVERE THERAPEUTICS INC 0.3%

Value $3.297M Shares 86,297 Est. Cost — Unrealized —

CERT CERTARA INC 0.3%

Value $3.072M Shares 348,750 Est. Cost — Unrealized —

PTGX PROTAGONIST THERAPEUTICS INC 0.2%

Value $2.268M Shares 25,973 Est. Cost — Unrealized —

ACHC ACADIA HEALTHCARE COMPANY IN 0.1%

Value $1.419M Shares 100,000 Est. Cost — Unrealized —

INSP INSPIRE MED SYS INC 0.1%

Value $1.383M Shares 15,000 Est. Cost — Unrealized —

SENS SENSEONICS HLDGS INC 0.1%

Value $1.141M Shares 206,793 Est. Cost — Unrealized —

CRNX CRINETICS PHARMACEUTICALS IN 0.1%

Value $1.064M Shares 22,852 Est. Cost — Unrealized —

RPID RAPID MICRO BIOSYSTEMS INC 0.1%

Value $1.028M Shares 354,465 Est. Cost — Unrealized —

MDLN MEDLINE INC 0.1%

Value $863K Shares 20,558 Est. Cost — Unrealized —

TMCI TREACE MED CONCEPTS INC 0.1%

Value $489K Shares 199,393 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MASI	MASIMO CORP	200,000	$26.01M	2.7%	—	—	—	574795100
TERN	TERNS PHARMACEUTICALS INC	620,877	$25.08M	2.6%	—	—	—	880881107
—	QIAGEN NV	494,351	$22.23M	2.3%	—	—	—	N72482206
FOLD	AMICUS THERAPEUTICS INC	1,487,283	$21.18M	2.2%	—	—	—	03152W109
MTD	METTLER TOLEDO INTERNATIONAL	10,988	$15.32M	1.6%	—	—	—	592688105
A	AGILENT TECHNOLOGIES INC	100,000	$13.61M	1.4%	—	—	—	00846U101
DHR	DANAHER CORPORATION	58,889	$13.48M	1.4%	—	—	—	235851102
UNH	UNITEDHEALTH GROUP INC	31,875	$10.52M	1.1%	—	—	—	91324P102
ACLX	ARCELLX INC	128,111	$8.353M	0.9%	—	—	—	03940C100
DOCS	DOXIMITY INC	162,276	$7.186M	0.7%	—	—	—	26622P107
BIIB	BIOGEN INC	35,425	$6.234M	0.6%	—	—	—	09062X103
DAWN	DAY ONE BIOPHARMACEUTICALS I	645,544	$6.016M	0.6%	—	—	—	23954D109
TMDX	TRANSMEDICS GROUP INC	45,174	$5.495M	0.6%	—	—	—	89377M109
SDGR	SCHRODINGER INC	298,939	$5.345M	0.6%	—	—	—	80810D103
VERA	VERA THERAPEUTICS INC	100,564	$5.093M	0.5%	—	—	—	92337R101
PGEN	PRECIGEN INC	1,002,826	$4.192M	0.4%	—	—	—	74017N105
SYRE	SPYRE THERAPEUTICS INC	124,485	$4.078M	0.4%	—	—	—	00773J202
MNKD	MANNKIND CORP	640,356	$3.631M	0.4%	—	—	—	56400P706
TVTX	TRAVERE THERAPEUTICS INC	86,297	$3.297M	0.3%	—	—	—	89422G107
CERT	CERTARA INC	348,750	$3.072M	0.3%	—	—	—	15687V109
PTGX	PROTAGONIST THERAPEUTICS INC	25,973	$2.268M	0.2%	—	—	—	74366E102
ACHC	ACADIA HEALTHCARE COMPANY IN	100,000	$1.419M	0.1%	—	—	—	00404A109
INSP	INSPIRE MED SYS INC	15,000	$1.383M	0.1%	—	—	—	457730109
SENS	SENSEONICS HLDGS INC	206,793	$1.141M	0.1%	—	—	—	81727U303
CRNX	CRINETICS PHARMACEUTICALS IN	22,852	$1.064M	0.1%	—	—	—	22663K107
RPID	RAPID MICRO BIOSYSTEMS INC	354,465	$1.028M	0.1%	—	—	—	75340L104
MDLN	MEDLINE INC	20,558	$863K	0.1%	—	—	—	58507V107
TMCI	TREACE MED CONCEPTS INC	199,393	$489K	0.1%	—	—	—	89455T109

Decreased Positions (26)

BSX BOSTON SCIENTIFIC CORP 2.9%

Value $28.16M (-41.0%) Shares 448,768 (-10.3%) Est. Cost — Unrealized —

MCK MCKESSON CORP 1.1%

Value $10.97M (-63.2%) Shares 12,676 (-65.1%) Est. Cost — Unrealized —

UPB UPSTREAM BIO INC 0.7%

Value $7.081M (-68.7%) Shares 786,783 (-5.7%) Est. Cost — Unrealized —

KNSA KINIKSA PHARMACEUTICALS INTL 1.3%

Value $12.48M (-54.5%) Shares 259,184 (-61.0%) Est. Cost — Unrealized —

VRDN VIRIDIAN THERAPEUTICS INC 1.1%

Value $10.91M (-55.5%) Shares 557,936 (-29.2%) Est. Cost — Unrealized —

ALNY ALNYLAM PHARMACEUTICALS INC 0.9%

Value $8.906M (-53.1%) Shares 26,916 (-43.6%) Est. Cost — Unrealized —

WAT WATERS CORP 0.8%

Value $7.876M (-50.5%) Shares 26,447 (-36.9%) Est. Cost — Unrealized —

CVS CVS HEALTH CORP 2.9%

Value $27.82M (-22.1%) Shares 387,306 (-14.0%) Est. Cost — Unrealized —

MAZE MAZE THERAPEUTICS INC 0.1%

Value $951K (-89.0%) Shares 31,844 (-84.8%) Est. Cost — Unrealized —

MLYS MINERALYS THERAPEUTICS INC 1.1%

Value $10.3M (-30.8%) Shares 380,137 (-7.3%) Est. Cost — Unrealized —

MBX MBX BIOSCIENCES INC 2.5%

Value $23.88M (-14.5%) Shares 800,037 (-9.7%) Est. Cost — Unrealized —

COO COOPER COS INC 0.7%

Value $6.427M (-37.4%) Shares 89,883 (-28.3%) Est. Cost — Unrealized —

QDEL QUIDELORTHO CORP 0.2%

Value $1.672M (-68.3%) Shares 101,764 (-44.8%) Est. Cost — Unrealized —

APGE APOGEE THERAPEUTICS INC 0.7%

Value $6.539M (-33.4%) Shares 77,686 (-40.3%) Est. Cost — Unrealized —

NBIX NEUROCRINE BIOSCIENCES INC 1.3%

Value $13.05M (-19.8%) Shares 99,069 (-13.6%) Est. Cost — Unrealized —

NUVL NUVALENT INC 0.9%

Value $9.024M (-24.4%) Shares 88,078 (-25.8%) Est. Cost — Unrealized —

ADMA ADMA BIOLOGICS INC 0.1%

Value $743K (-79.6%) Shares 82,443 (-58.8%) Est. Cost — Unrealized —

QURE UNIQURE NV 0.3%

Value $3.382M (-45.1%) Shares 206,842 (-19.6%) Est. Cost — Unrealized —

CSTL CASTLE BIOSCIENCES INC 0.3%

Value $3.097M (-47.1%) Shares 126,150 (-16.2%) Est. Cost — Unrealized —

STOK STOKE THERAPEUTICS INC 1.1%

Value $10.96M (-19.7%) Shares 336,519 (-21.8%) Est. Cost — Unrealized —

THC TENET HEALTHCARE CORP 1.0%

Value $9.459M (-21.3%) Shares 50,123 (-17.2%) Est. Cost — Unrealized —

RXST RXSIGHT INC 0.2%

Value $1.54M (-58.0%) Shares 249,989 (-28.9%) Est. Cost — Unrealized —

EWTX EDGEWISE THERAPEUTICS INC 1.0%

Value $10.17M (-4.2%) Shares 322,828 (-24.5%) Est. Cost — Unrealized —

LIVN LIVANOVA PLC 2.6%

Value $25.68M (+1.6%) Shares 403,965 (-1.7%) Est. Cost — Unrealized —

ALGN ALIGN TECHNOLOGY INC 0.4%

Value $3.64M (-7.8%) Shares 21,233 (-16.0%) Est. Cost — Unrealized —

SLDB SOLID BIOSCIENCES INC 0.2%

Value $2.224M (-5.8%) Shares 308,844 (-26.2%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BSX	BOSTON SCIENTIFIC CORP	448,768 (-10.3%)	$28.16M (-41.0%)	2.9%	—	—	COM	101137107
MCK	MCKESSON CORP	12,676 (-65.1%)	$10.97M (-63.2%)	1.1%	—	—	COM	58155Q103
UPB	UPSTREAM BIO INC	786,783 (-5.7%)	$7.081M (-68.7%)	0.7%	—	—	COM	91678A107
KNSA	KINIKSA PHARMACEUTICALS INTL	259,184 (-61.0%)	$12.48M (-54.5%)	1.3%	—	—	ORD SHS CL A	G52694109
VRDN	VIRIDIAN THERAPEUTICS INC	557,936 (-29.2%)	$10.91M (-55.5%)	1.1%	—	—	COM	92790C104
ALNY	ALNYLAM PHARMACEUTICALS INC	26,916 (-43.6%)	$8.906M (-53.1%)	0.9%	—	—	COM	02043Q107
WAT	WATERS CORP	26,447 (-36.9%)	$7.876M (-50.5%)	0.8%	—	—	COM	941848103
CVS	CVS HEALTH CORP	387,306 (-14.0%)	$27.82M (-22.1%)	2.9%	—	—	COM	126650100
MAZE	MAZE THERAPEUTICS INC	31,844 (-84.8%)	$951K (-89.0%)	0.1%	—	—	COM	578784100
MLYS	MINERALYS THERAPEUTICS INC	380,137 (-7.3%)	$10.3M (-30.8%)	1.1%	—	—	COM	603170101
MBX	MBX BIOSCIENCES INC	800,037 (-9.7%)	$23.88M (-14.5%)	2.5%	—	—	COM	55287L101
COO	COOPER COS INC	89,883 (-28.3%)	$6.427M (-37.4%)	0.7%	—	—	COM	216648501
QDEL	QUIDELORTHO CORP	101,764 (-44.8%)	$1.672M (-68.3%)	0.2%	—	—	COM	219798105
APGE	APOGEE THERAPEUTICS INC	77,686 (-40.3%)	$6.539M (-33.4%)	0.7%	—	—	COM	03770N101
NBIX	NEUROCRINE BIOSCIENCES INC	99,069 (-13.6%)	$13.05M (-19.8%)	1.3%	—	—	COM	64125C109
NUVL	NUVALENT INC	88,078 (-25.8%)	$9.024M (-24.4%)	0.9%	—	—	COM	670703107
ADMA	ADMA BIOLOGICS INC	82,443 (-58.8%)	$743K (-79.6%)	0.1%	—	—	COM	000899104
QURE	UNIQURE NV	206,842 (-19.6%)	$3.382M (-45.1%)	0.3%	—	—	SHS	N90064101
CSTL	CASTLE BIOSCIENCES INC	126,150 (-16.2%)	$3.097M (-47.1%)	0.3%	—	—	COM	14843C105
STOK	STOKE THERAPEUTICS INC	336,519 (-21.8%)	$10.96M (-19.7%)	1.1%	—	—	COM	86150R107
THC	TENET HEALTHCARE CORP	50,123 (-17.2%)	$9.459M (-21.3%)	1.0%	—	—	COM NEW	88033G407
RXST	RXSIGHT INC	249,989 (-28.9%)	$1.54M (-58.0%)	0.2%	—	—	COM	78349D107
EWTX	EDGEWISE THERAPEUTICS INC	322,828 (-24.5%)	$10.17M (-4.2%)	1.0%	—	—	COM	28036F105
LIVN	LIVANOVA PLC	403,965 (-1.7%)	$25.68M (+1.6%)	2.6%	—	—	SHS	G5509L101
ALGN	ALIGN TECHNOLOGY INC	21,233 (-16.0%)	$3.64M (-7.8%)	0.4%	—	—	COM	016255101
SLDB	SOLID BIOSCIENCES INC	308,844 (-26.2%)	$2.224M (-5.8%)	0.2%	—	—	COM NEW	83422E204

Unchanged Positions (4)

SIBN SI BONE INC 0.5%

Value $4.718M Shares 373,553 Est. Cost — Unrealized —

VCYT VERACYTE INC 0.3%

Value $3.261M Shares 101,237 Est. Cost — Unrealized —

NSPR INSPIREMD INC 0.4%

Value $3.939M Shares 2,416,518 Est. Cost — Unrealized —

EDAP EDAP TMS S A 0.1%

Value $576K Shares 154,832 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SIBN	SI BONE INC	373,553	$4.718M	0.5%	—	—	COM	825704109
VCYT	VERACYTE INC	101,237	$3.261M	0.3%	—	—	COM	92337F107
NSPR	INSPIREMD INC	2,416,518	$3.939M	0.4%	—	—	COM	45779A846
EDAP	EDAP TMS S A	154,832	$576K	0.1%	—	—	SPONSORED ADR	268311107