Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
INBX	INHIBRX BIOSCIENCES INC	256,950	$24.35M	2.5%	—	—	COM	45720N103
UNH	UNITEDHEALTH GROUP INC	55,921	$23.24M	2.4%	—	—	COM	91324P102
INDV	INDIVIOR PHARMACEUTICALS INC	364,269	$14.95M	1.5%	—	—	COM	45579U109
AVTX	AVALO THERAPEUTICS INC	766,290	$14.16M	1.4%	—	—	COM NEW	05338F306
ANRO	ALTO NEUROSCIENCE INC	429,035	$11.32M	1.2%	—	—	COM SHS	02157Q109
ORKA	ORUKA THERAPEUTICS INC	113,188	$10.77M	1.1%	—	—	COM	687604108
TARS	TARSUS PHARMACEUTICALS INC	150,000	$9.441M	1.0%	—	—	COM	87650L103
CYRX	CRYOPORT INC	508,324	$7.981M	0.8%	—	—	COM PAR $0.001	229050307
CLYM	CLIMB BIO INC	563,484	$7.348M	0.8%	—	—	COM	28658R106
RMD	RESMED INC	32,983	$6.428M	0.7%	—	—	COM	761152107
AVAH	AVEANNA HEALTHCARE HLDGS INC	714,451	$6.123M	0.6%	—	—	COM	05356F105
SI	SHOULDER INNOVATIONS INC	226,212	$4.588M	0.5%	—	—	COMMON STOCK	82537J108
EIKN	EIKON THERAPEUTICS INC	256,053	$3.341M	0.3%	—	—	COM	282564103
VTRS	VIATRIS INC	200,000	$3.176M	0.3%	—	—	COM	92556V106
—	GRAIL INC	46,000	$3.14M	0.3%	—	—	PUT	384747951
AXSM	AXSOME THERAPEUTICS INC.	10,000	$2.448M	0.3%	—	—	COM	05464T104
COAG	HEMAB THERAPEUTICS HLDGS INC	45,000	$1.653M	0.2%	—	—	COM SHS	423494103
SPRY	ARS PHARMACEUTICALS INC	102,700	$823K	0.1%	—	—	COM	82835W108

Increased Positions (24)

GPCR STRUCTURE THERAPEUTICS INC 2.7%

Value $26.07M (+133.0%) Shares 485,661 (+109.3%) Est. Cost — Unrealized —

VRDN VIRIDIAN THERAPEUTICS INC 2.6%

Value $25.31M (+131.9%) Shares 1,377,576 (+146.9%) Est. Cost — Unrealized —

EWTX EDGEWISE THERAPEUTICS INC 2.4%

Value $23.44M (+130.6%) Shares 577,036 (+78.7%) Est. Cost — Unrealized —

CVS CVS HEALTH CORP 4.1%

Value $40.53M (+45.7%) Shares 391,791 (+1.2%) Est. Cost — Unrealized —

DRUG BRIGHT MINDS BIOSCIENCES INC 1.5%

Value $14.39M (+392.0%) Shares 205,053 (+411.4%) Est. Cost — Unrealized —

AGIO AGIOS PHARMACEUTICALS INC 2.5%

Value $24.83M (+81.9%) Shares 669,046 (+65.8%) Est. Cost — Unrealized —

LLY ELI LILLY & CO 4.3%

Value $41.98M (+31.9%) Shares 35,000 (+1.1%) Est. Cost — Unrealized —

THC TENET HEALTHCARE CORP 1.9%

Value $18.2M (+92.4%) Shares 97,280 (+94.1%) Est. Cost — Unrealized —

ASMB ASSEMBLY BIOSCIENCES INC 2.0%

Value $19.82M (+73.7%) Shares 721,181 (+75.4%) Est. Cost — Unrealized —

FDMT 4D MOLECULAR THERAPEUTICS IN 1.3%

Value $12.61M (+159.2%) Shares 948,184 (+81.4%) Est. Cost — Unrealized —

ALNY ALNYLAM PHARMACEUTICALS INC 1.6%

Value $15.25M (+71.3%) Shares 50,672 (+88.3%) Est. Cost — Unrealized —

PTCT PTC THERAPEUTICS INC 3.6%

Value $35.54M (+20.9%) Shares 435,691 (+1.0%) Est. Cost — Unrealized —

COGT COGENT BIOSCIENCES INC 1.0%

Value $9.805M (+154.4%) Shares 253,365 (+153.0%) Est. Cost — Unrealized —

IQV IQVIA HLDGS INC 2.1%

Value $20.44M (+38.3%) Shares 105,811 (+22.0%) Est. Cost — Unrealized —

AMRX AMNEAL PHARMACEUTICALS INC 1.0%

Value $9.368M (+150.6%) Shares 541,190 (+79.9%) Est. Cost — Unrealized —

XERS XERIS BIOPHARMA HOLDINGS INC 1.5%

Value $14.32M (+43.4%) Shares 1,807,621 (+5.0%) Est. Cost — Unrealized —

IMNM IMMUNOME INC 1.3%

Value $12.59M (+42.7%) Shares 594,202 (+47.3%) Est. Cost — Unrealized —

WAT WATERS CORP 1.2%

Value $11.33M (+43.8%) Shares 30,206 (+14.2%) Est. Cost — Unrealized —

IRTC IRHYTHM HOLDINGS INC 0.8%

Value $8.001M (+69.0%) Shares 67,267 (+67.6%) Est. Cost — Unrealized —

ALGN ALIGN TECHNOLOGY INC 0.6%

Value $6.234M (+71.3%) Shares 36,963 (+74.1%) Est. Cost — Unrealized —

CARL CARLSMED INC 0.6%

Value $6.2M (+31.5%) Shares 597,318 (+14.6%) Est. Cost — Unrealized —

STOK STOKE THERAPEUTICS INC 1.2%

Value $11.63M (+6.1%) Shares 355,443 (+5.6%) Est. Cost — Unrealized —

UPB UPSTREAM BIO INC 0.7%

Value $6.472M (-8.6%) Shares 935,247 (+18.9%) Est. Cost — Unrealized —

CSTL CASTLE BIOSCIENCES INC 0.4%

Value $3.453M (+11.5%) Shares 144,791 (+14.8%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GPCR	STRUCTURE THERAPEUTICS INC	485,661 (+109.3%)	$26.07M (+133.0%)	2.7%	—	—	SPONSORED ADS	86366E106
VRDN	VIRIDIAN THERAPEUTICS INC	1,377,576 (+146.9%)	$25.31M (+131.9%)	2.6%	—	—	COM	92790C104
EWTX	EDGEWISE THERAPEUTICS INC	577,036 (+78.7%)	$23.44M (+130.6%)	2.4%	—	—	COM	28036F105
CVS	CVS HEALTH CORP	391,791 (+1.2%)	$40.53M (+45.7%)	4.1%	—	—	COM	126650100
DRUG	BRIGHT MINDS BIOSCIENCES INC	205,053 (+411.4%)	$14.39M (+392.0%)	1.5%	—	—	COM NEW	10919W405
AGIO	AGIOS PHARMACEUTICALS INC	669,046 (+65.8%)	$24.83M (+81.9%)	2.5%	—	—	COM	00847X104
LLY	ELI LILLY & CO	35,000 (+1.1%)	$41.98M (+31.9%)	4.3%	—	—	COM	532457108
THC	TENET HEALTHCARE CORP	97,280 (+94.1%)	$18.2M (+92.4%)	1.9%	—	—	COM NEW	88033G407
ASMB	ASSEMBLY BIOSCIENCES INC	721,181 (+75.4%)	$19.82M (+73.7%)	2.0%	—	—	COM NEW	045396207
FDMT	4D MOLECULAR THERAPEUTICS IN	948,184 (+81.4%)	$12.61M (+159.2%)	1.3%	—	—	COM	35104E100
ALNY	ALNYLAM PHARMACEUTICALS INC	50,672 (+88.3%)	$15.25M (+71.3%)	1.6%	—	—	COM	02043Q107
PTCT	PTC THERAPEUTICS INC	435,691 (+1.0%)	$35.54M (+20.9%)	3.6%	—	—	COM	69366J200
COGT	COGENT BIOSCIENCES INC	253,365 (+153.0%)	$9.805M (+154.4%)	1.0%	—	—	COM	19240Q201
IQV	IQVIA HLDGS INC	105,811 (+22.0%)	$20.44M (+38.3%)	2.1%	—	—	COM	46266C105
AMRX	AMNEAL PHARMACEUTICALS INC	541,190 (+79.9%)	$9.368M (+150.6%)	1.0%	—	—	COM STK CL A	03168L105
XERS	XERIS BIOPHARMA HOLDINGS INC	1,807,621 (+5.0%)	$14.32M (+43.4%)	1.5%	—	—	COM	98422E103
IMNM	IMMUNOME INC	594,202 (+47.3%)	$12.59M (+42.7%)	1.3%	—	—	COM	45257U108
WAT	WATERS CORP	30,206 (+14.2%)	$11.33M (+43.8%)	1.2%	—	—	COM	941848103
IRTC	IRHYTHM HOLDINGS INC	67,267 (+67.6%)	$8.001M (+69.0%)	0.8%	—	—	COM	450056106
ALGN	ALIGN TECHNOLOGY INC	36,963 (+74.1%)	$6.234M (+71.3%)	0.6%	—	—	COM	016255101
CARL	CARLSMED INC	597,318 (+14.6%)	$6.2M (+31.5%)	0.6%	—	—	COM	14280C105
STOK	STOKE THERAPEUTICS INC	355,443 (+5.6%)	$11.63M (+6.1%)	1.2%	—	—	COM	86150R107
UPB	UPSTREAM BIO INC	935,247 (+18.9%)	$6.472M (-8.6%)	0.7%	—	—	COM	91678A107
CSTL	CASTLE BIOSCIENCES INC	144,791 (+14.8%)	$3.453M (+11.5%)	0.4%	—	—	COM	14843C105

Exited Positions (31)

KALV KALVISTA PHARMACEUTICALS INC 3.8%

Value $36.95M Shares 1,835,506 Est. Cost — Unrealized —

QGEN QIAGEN NV 2.0%

Value $20.02M Shares 500,000 Est. Cost — Unrealized —

ABBV ABBVIE INC 1.7%

Value $16.31M Shares 75,000 Est. Cost — Unrealized —

ILMN ILLUMINA INC 1.4%

Value $13.6M Shares 110,370 Est. Cost — Unrealized —

EW EDWARDS LIFESCIENCES CORP 1.4%

Value $13.39M Shares 167,155 Est. Cost — Unrealized —

NBIX NEUROCRINE BIOSCIENCES INC 1.3%

Value $13.05M Shares 99,069 Est. Cost — Unrealized —

KNSA KINIKSA PHARMACEUTICALS INTL 1.3%

Value $12.48M Shares 259,184 Est. Cost — Unrealized —

MCK MCKESSON CORP 1.1%

Value $10.97M Shares 12,676 Est. Cost — Unrealized —

NUVL NUVALENT INC 0.9%

Value $9.024M Shares 88,078 Est. Cost — Unrealized —

AXGN AXOGEN INC 0.9%

Value $8.884M Shares 268,160 Est. Cost — Unrealized —

IDXX IDEXX LABS INC 0.9%

Value $8.428M Shares 15,000 Est. Cost — Unrealized —

APGE APOGEE THERAPEUTICS INC 0.7%

Value $6.539M Shares 77,686 Est. Cost — Unrealized —

COO COOPER COS INC 0.7%

Value $6.427M Shares 89,883 Est. Cost — Unrealized —

TNGX TANGO THERAPEUTICS INC 0.6%

Value $5.567M Shares 266,127 Est. Cost — Unrealized —

— MODERNA INC 0.5%

Value $5.08M Shares 100,000 Est. Cost — Unrealized —

RARE ULTRAGENYX PHARMACEUTICAL IN 0.5%

Value $4.923M Shares 235,000 Est. Cost — Unrealized —

SUPN SUPERNUS PHARMACEUTICALS 0.5%

Value $4.397M Shares 85,062 Est. Cost — Unrealized —

CAI CARIS LIFE SCIENCES INC 0.4%

Value $4.111M Shares 229,912 Est. Cost — Unrealized —

CVRX CVRX INC 0.4%

Value $4.063M Shares 429,507 Est. Cost — Unrealized —

WGS GENEDX HOLDINGS CORP 0.3%

Value $3.261M Shares 50,778 Est. Cost — Unrealized —

VCYT VERACYTE INC 0.3%

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

CMPS COMPASS PATHWAYS PLC 0.3%

Value $3.066M Shares 554,411 Est. Cost — Unrealized —

SLDB SOLID BIOSCIENCES INC 0.2%

Value $2.224M Shares 308,844 Est. Cost — Unrealized —

BFLY BUTTERFLY NETWORK INC 0.2%

Value $2.2M Shares 544,477 Est. Cost — Unrealized —

QDEL QUIDELORTHO CORP 0.2%

Value $1.672M Shares 101,764 Est. Cost — Unrealized —

RXST RXSIGHT INC 0.2%

Value $1.54M Shares 249,989 Est. Cost — Unrealized —

QTRX QUANTERIX CORP 0.1%

Value $1.202M Shares 341,453 Est. Cost — Unrealized —

PLSE PULSE BIOSCIENCES INC 0.1%

Value $1.082M Shares 50,125 Est. Cost — Unrealized —

MAZE MAZE THERAPEUTICS INC 0.1%

Value $951K Shares 31,844 Est. Cost — Unrealized —

ADMA ADMA BIOLOGICS INC 0.1%

Value $743K Shares 82,443 Est. Cost — Unrealized —

ARAY ACCURAY INC DEL 0.0%

Value $343K Shares 884,578 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
KALV	KALVISTA PHARMACEUTICALS INC	1,835,506	$36.95M	3.8%	—	—	—	483497103
QGEN	QIAGEN NV	500,000	$20.02M	2.0%	—	—	—	N72482156
ABBV	ABBVIE INC	75,000	$16.31M	1.7%	—	—	—	00287Y109
ILMN	ILLUMINA INC	110,370	$13.6M	1.4%	—	—	—	452327109
EW	EDWARDS LIFESCIENCES CORP	167,155	$13.39M	1.4%	—	—	—	28176E108
NBIX	NEUROCRINE BIOSCIENCES INC	99,069	$13.05M	1.3%	—	—	—	64125C109
KNSA	KINIKSA PHARMACEUTICALS INTL	259,184	$12.48M	1.3%	—	—	—	G52694109
MCK	MCKESSON CORP	12,676	$10.97M	1.1%	—	—	—	58155Q103
NUVL	NUVALENT INC	88,078	$9.024M	0.9%	—	—	—	670703107
AXGN	AXOGEN INC	268,160	$8.884M	0.9%	—	—	—	05463X106
IDXX	IDEXX LABS INC	15,000	$8.428M	0.9%	—	—	—	45168D104
APGE	APOGEE THERAPEUTICS INC	77,686	$6.539M	0.7%	—	—	—	03770N101
COO	COOPER COS INC	89,883	$6.427M	0.7%	—	—	—	216648501
TNGX	TANGO THERAPEUTICS INC	266,127	$5.567M	0.6%	—	—	—	87583X109
—	MODERNA INC	100,000	$5.08M	0.5%	—	—	PUT	60770K957
RARE	ULTRAGENYX PHARMACEUTICAL IN	235,000	$4.923M	0.5%	—	—	—	90400D108
SUPN	SUPERNUS PHARMACEUTICALS	85,062	$4.397M	0.5%	—	—	—	868459108
CAI	CARIS LIFE SCIENCES INC	229,912	$4.111M	0.4%	—	—	—	142152107
CVRX	CVRX INC	429,507	$4.063M	0.4%	—	—	—	126638105
WGS	GENEDX HOLDINGS CORP	50,778	$3.261M	0.3%	—	—	—	81663L200
VCYT	VERACYTE INC	101,237	$3.261M	0.3%	—	—	—	92337F107
CMPS	COMPASS PATHWAYS PLC	554,411	$3.066M	0.3%	—	—	—	20451W101
SLDB	SOLID BIOSCIENCES INC	308,844	$2.224M	0.2%	—	—	—	83422E204
BFLY	BUTTERFLY NETWORK INC	544,477	$2.2M	0.2%	—	—	—	124155102
QDEL	QUIDELORTHO CORP	101,764	$1.672M	0.2%	—	—	—	219798105
RXST	RXSIGHT INC	249,989	$1.54M	0.2%	—	—	—	78349D107
QTRX	QUANTERIX CORP	341,453	$1.202M	0.1%	—	—	—	74766Q101
PLSE	PULSE BIOSCIENCES INC	50,125	$1.082M	0.1%	—	—	—	74587B101
MAZE	MAZE THERAPEUTICS INC	31,844	$951K	0.1%	—	—	—	578784100
ADMA	ADMA BIOLOGICS INC	82,443	$743K	0.1%	—	—	—	000899104
ARAY	ACCURAY INC DEL	884,578	$343K	0.0%	—	—	—	004397105

Decreased Positions (30)

SYK STRYKER CORPORATION 2.2%

Value $21.4M (-57.9%) Shares 67,973 (-56.1%) Est. Cost — Unrealized —

BSX BOSTON SCIENTIFIC CORP 0.8%

Value $7.703M (-72.6%) Shares 180,481 (-59.8%) Est. Cost — Unrealized —

PODD INSULET CORP 2.0%

Value $20M (-39.1%) Shares 131,378 (-16.1%) Est. Cost — Unrealized —

LIVN LIVANOVA PLC 1.8%

Value $17.31M (-32.6%) Shares 210,529 (-47.9%) Est. Cost — Unrealized —

DXCM DEXCOM INC 3.7%

Value $36.02M (-16.9%) Shares 534,767 (-22.5%) Est. Cost — Unrealized —

WAY WAYSTAR HLDG CORP 0.4%

Value $4.188M (-60.8%) Shares 203,986 (-54.0%) Est. Cost — Unrealized —

AORT ARTIVION INC 0.3%

Value $3.122M (-66.2%) Shares 138,940 (-44.9%) Est. Cost — Unrealized —

ATEC ALPHATEC HLDGS INC 0.4%

Value $3.892M (-56.6%) Shares 449,943 (-45.4%) Est. Cost — Unrealized —

XENE XENON PHARMACEUTICALS INC 2.5%

Value $23.99M (-17.0%) Shares 397,379 (-20.1%) Est. Cost — Unrealized —

ANIP ANI PHARMACEUTICALS INC 1.7%

Value $16.8M (-22.2%) Shares 202,907 (-27.7%) Est. Cost — Unrealized —

ABSI ABSCI CORPORATION 1.1%

Value $10.37M (+85.3%) Shares 894,374 (-52.0%) Est. Cost — Unrealized —

ZBH ZIMMER BIOMET HOLDINGS INC 2.0%

Value $20.02M (-17.9%) Shares 232,557 (-13.7%) Est. Cost — Unrealized —

NVST ENVISTA HOLDINGS CORPORATION 1.5%

Value $14.6M (-19.2%) Shares 553,916 (-22.2%) Est. Cost — Unrealized —

ADPT ADAPTIVE BIOTECHNOLOGIES COR 1.1%

Value $10.45M (+36.4%) Shares 486,984 (-11.7%) Est. Cost — Unrealized —

OPRX OPTIMIZERX CORP 0.2%

Value $2.004M (-56.2%) Shares 350,347 (-52.0%) Est. Cost — Unrealized —

RCUS ARCUS BIOSCIENCES INC 2.9%

Value $28.34M (+8.7%) Shares 919,266 (-23.9%) Est. Cost — Unrealized —

SNDX SYNDAX PHARMACEUTICALS INC 2.0%

Value $19.18M (-8.9%) Shares 877,256 (-2.7%) Est. Cost — Unrealized —

ERAS ERASCA INC 0.5%

Value $4.739M (-28.0%) Shares 258,684 (-36.4%) Est. Cost — Unrealized —

AMLX AMYLYX PHARMACEUTICALS INC 0.7%

Value $7.162M (-17.1%) Shares 398,782 (-35.8%) Est. Cost — Unrealized —

URGN UROGEN PHARMA LTD 0.7%

Value $6.406M (+29.5%) Shares 174,064 (-36.7%) Est. Cost — Unrealized —

MMED MINIMED GROUP INC 0.3%

Value $3.385M (-28.5%) Shares 226,446 (-28.6%) Est. Cost — Unrealized —

EYPT EYEPOINT INC 1.9%

Value $18.42M (+5.5%) Shares 1,288,163 (-4.9%) Est. Cost — Unrealized —

CDNA CAREDX INC 0.6%

Value $5.769M (+14.0%) Shares 202,417 (-30.5%) Est. Cost — Unrealized —

SIBN SI BONE INC 0.5%

Value $5.364M (+13.7%) Shares 328,686 (-12.0%) Est. Cost — Unrealized —

VIR VIR BIOTECHNOLOGY INC 0.5%

Value $4.843M (+8.1%) Shares 475,279 (-4.9%) Est. Cost — Unrealized —

ENTX ENTERA BIO LTD 0.0%

Value $486K (+51.6%) Shares 274,497 (-4.9%) Est. Cost — Unrealized —

LUNG PULMONX CORP 0.1%

Value $841K (-13.8%) Shares 646,564 (-14.4%) Est. Cost — Unrealized —

ANNX ANNEXON INC 0.4%

Value $3.66M (-2.0%) Shares 641,029 (-4.9%) Est. Cost — Unrealized —

OVID OVID THERAPEUTICS INC 0.1%

Value $532K (+15.2%) Shares 197,947 (-4.9%) Est. Cost — Unrealized —

BCRX BIOCRYST PHARMACEUTICALS INC 1.7%

Value $16.24M (-0.1%) Shares 1,624,279 (-4.9%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SYK	STRYKER CORPORATION	67,973 (-56.1%)	$21.4M (-57.9%)	2.2%	—	—	COM	863667101
BSX	BOSTON SCIENTIFIC CORP	180,481 (-59.8%)	$7.703M (-72.6%)	0.8%	—	—	COM	101137107
PODD	INSULET CORP	131,378 (-16.1%)	$20M (-39.1%)	2.0%	—	—	COM	45784P101
LIVN	LIVANOVA PLC	210,529 (-47.9%)	$17.31M (-32.6%)	1.8%	—	—	SHS	G5509L101
DXCM	DEXCOM INC	534,767 (-22.5%)	$36.02M (-16.9%)	3.7%	—	—	COM	252131107
WAY	WAYSTAR HLDG CORP	203,986 (-54.0%)	$4.188M (-60.8%)	0.4%	—	—	COM	946784105
AORT	ARTIVION INC	138,940 (-44.9%)	$3.122M (-66.2%)	0.3%	—	—	COM	228903100
ATEC	ALPHATEC HLDGS INC	449,943 (-45.4%)	$3.892M (-56.6%)	0.4%	—	—	COM NEW	02081G201
XENE	XENON PHARMACEUTICALS INC	397,379 (-20.1%)	$23.99M (-17.0%)	2.5%	—	—	COM	98420N105
ANIP	ANI PHARMACEUTICALS INC	202,907 (-27.7%)	$16.8M (-22.2%)	1.7%	—	—	COM	00182C103
ABSI	ABSCI CORPORATION	894,374 (-52.0%)	$10.37M (+85.3%)	1.1%	—	—	COM	00091E109
ZBH	ZIMMER BIOMET HOLDINGS INC	232,557 (-13.7%)	$20.02M (-17.9%)	2.0%	—	—	COM	98956P102
NVST	ENVISTA HOLDINGS CORPORATION	553,916 (-22.2%)	$14.6M (-19.2%)	1.5%	—	—	COM	29415F104
ADPT	ADAPTIVE BIOTECHNOLOGIES COR	486,984 (-11.7%)	$10.45M (+36.4%)	1.1%	—	—	COM	00650F109
OPRX	OPTIMIZERX CORP	350,347 (-52.0%)	$2.004M (-56.2%)	0.2%	—	—	COM NEW	68401U204
RCUS	ARCUS BIOSCIENCES INC	919,266 (-23.9%)	$28.34M (+8.7%)	2.9%	—	—	COM	03969F109
SNDX	SYNDAX PHARMACEUTICALS INC	877,256 (-2.7%)	$19.18M (-8.9%)	2.0%	—	—	COM	87164F105
ERAS	ERASCA INC	258,684 (-36.4%)	$4.739M (-28.0%)	0.5%	—	—	COM	29479A108
AMLX	AMYLYX PHARMACEUTICALS INC	398,782 (-35.8%)	$7.162M (-17.1%)	0.7%	—	—	COM	03237H101
URGN	UROGEN PHARMA LTD	174,064 (-36.7%)	$6.406M (+29.5%)	0.7%	—	—	COM	M96088105
MMED	MINIMED GROUP INC	226,446 (-28.6%)	$3.385M (-28.5%)	0.3%	—	—	COM	60365F109
EYPT	EYEPOINT INC	1,288,163 (-4.9%)	$18.42M (+5.5%)	1.9%	—	—	COM NEW	30233G209
CDNA	CAREDX INC	202,417 (-30.5%)	$5.769M (+14.0%)	0.6%	—	—	COM	14167L103
SIBN	SI BONE INC	328,686 (-12.0%)	$5.364M (+13.7%)	0.5%	—	—	COM	825704109
VIR	VIR BIOTECHNOLOGY INC	475,279 (-4.9%)	$4.843M (+8.1%)	0.5%	—	—	COM	92764N102
ENTX	ENTERA BIO LTD	274,497 (-4.9%)	$486K (+51.6%)	0.0%	—	—	SHS	M40527109
LUNG	PULMONX CORP	646,564 (-14.4%)	$841K (-13.8%)	0.1%	—	—	COM	745848101
ANNX	ANNEXON INC	641,029 (-4.9%)	$3.66M (-2.0%)	0.4%	—	—	COM	03589W102
OVID	OVID THERAPEUTICS INC	197,947 (-4.9%)	$532K (+15.2%)	0.1%	—	—	COM	690469101
BCRX	BIOCRYST PHARMACEUTICALS INC	1,624,279 (-4.9%)	$16.24M (-0.1%)	1.7%	—	—	COM	09058V103

Unchanged Positions (5)

MBX MBX BIOSCIENCES INC 4.5%

Value $44.17M Shares 800,173 Est. Cost — Unrealized —

QURE UNIQURE NV 1.0%

Value $9.588M Shares 208,170 Est. Cost — Unrealized —

NSPR INSPIREMD INC 0.2%

Value $1.692M Shares 2,416,518 Est. Cost — Unrealized —

EDAP EDAP TMS S A 0.1%

Value $802K Shares 154,832 Est. Cost — Unrealized —

MLYS MINERALYS THERAPEUTICS INC 1.1%

Value $10.26M Shares 380,354 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MBX	MBX BIOSCIENCES INC	800,173	$44.17M	4.5%	—	—	COM	55287L101
QURE	UNIQURE NV	208,170	$9.588M	1.0%	—	—	SHS	N90064101
NSPR	INSPIREMD INC	2,416,518	$1.692M	0.2%	—	—	COM	45779A846
EDAP	EDAP TMS S A	154,832	$802K	0.1%	—	—	SPONSORED ADR	268311107
MLYS	MINERALYS THERAPEUTICS INC	380,354	$10.26M	1.1%	—	—	COM	603170101