Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
ASND	ASCENDIS PHARMA A/S	233,171	$62.19M	5.3%	$266.72	—	—	ORD SHS	K08588103
HUM	HUMANA INC	94,375	$37.49M	3.2%	$397.22	—	—	COM	444859102
MTD	METTLER TOLEDO INTERNATIONAL	13,344	$17.05M	1.5%	$1277.51	—	—	COM	592688105
MRK	MERCK & CO INC	127,118	$16.33M	1.4%	$128.50	—	—	COM	58933Y105
CYTK	CYTOKINETICS INC	191,686	$16.33M	1.4%	$85.19	—	—	COM NEW	23282W605
LNTH	LANTHEUS HLDGS INC	146,403	$16.24M	1.4%	$110.94	—	—	COM	516544103
CVS	CVS HEALTH CORP	137,457	$14.22M	1.2%	$103.45	—	—	COM	126650100
GILD	GILEAD SCIENCES INC	90,858	$11.48M	1.0%	$126.34	—	—	COM	375558103
TFX	TELEFLEX INCORPORATED	79,708	$10.1M	0.9%	$126.76	—	—	COM	879369106
COR	CENCORA INC	28,100	$7.952M	0.7%	$282.98	—	—	CALL	03073E105
IRTC	IRHYTHM HOLDINGS INC	65,196	$7.755M	0.7%	$118.95	—	—	COM	450056106
WST	WEST PHARMACEUTICAL SVSC INC	20,733	$7.443M	0.6%	$359.00	—	—	COM	955306105
TAK	TAKEDA PHARMACEUTICAL CO LTD	444,173	$7.12M	0.6%	$16.03	—	—	SPONSORED ADS	874060205
HNGE	HINGE HEALTH INC	82,860	$6.877M	0.6%	$83.00	—	—	CL A	433313103
ARQT	ARCUTIS BIOTHERAPEUTICS INC	242,069	$6.347M	0.5%	$26.22	—	—	COM	03969K108
IART	INTEGRA LIFESCIENCES HLDGS C	348,746	$6.263M	0.5%	$17.96	—	—	COM NEW	457985208
MGTX	MEIRAGTX HLDGS PLC	455,286	$6.151M	0.5%	$13.51	—	—	COM	G59665102
OCS	OCULIS HOLDING AG	436,042	$6.048M	0.5%	$13.87	—	—	ORDINARY SHARES	H5870P102
CNC	CENTENE CORP DEL	88,200	$5.662M	0.5%	$64.19	—	—	PUT	15135B101
GH	GUARDANT HEALTH INC	36,701	$5.506M	0.5%	$150.03	—	—	COM	40131M109
CELC	CELCUITY INC	52,155	$5.456M	0.5%	$104.62	—	—	COM	15102K100
RCUS	ARCUS BIOSCIENCES INC	152,129	$4.69M	0.4%	$30.83	—	—	COM	03969F109
CRL	CHARLES RIV LABS INTL INC	18,747	$4.252M	0.4%	$226.79	—	—	COM	159864107
ELAN	ELANCO ANIMAL HEALTH INC	172,489	$4.245M	0.4%	$24.61	—	—	COM	28414H103
BIO	BIO RAD LABS INC	13,995	$4.109M	0.4%	$293.61	—	—	CL A	090572207
SYRE	SPYRE THERAPEUTICS INC	46,217	$4.103M	0.4%	$88.78	—	—	COM NEW	00773J202
MIRM	MIRUM PHARMACEUTICALS INC	31,536	$3.692M	0.3%	$117.07	—	—	COM	604749101
DNLI	DENALI THERAPEUTICS INC	100,966	$2.597M	0.2%	$25.72	—	—	COM	24823R105
OMDA	OMADA HEALTH INC	114,442	$2.512M	0.2%	$21.95	—	—	COM	68170A108
ERAS	ERASCA INC	134,088	$2.456M	0.2%	$18.32	—	—	COM	29479A108
COR	CENCORA INC	7,385	$2.09M	0.2%	$282.98	—	—	COM	03073E105
BCRX	BIOCRYST PHARMACEUTICALS INC	207,357	$2.074M	0.2%	$10.00	—	—	COM	09058V103
OMCL	OMNICELL COM	49,040	$2.036M	0.2%	$41.52	—	—	COM	68213N109
CVRX	CVRX INC	369,572	$1.9M	0.2%	$5.14	—	—	COM	126638105
HIMS	HIMS & HERS HEALTH INC	49,454	$1.715M	0.1%	$34.67	—	—	COM CL A	433000106

Increased Positions (21)

UNH UNITEDHEALTH GROUP INC 3.1%

Value $36.69M (+133.6%) Shares 88,276 (+52.1%) Share Price $415.63 Est. Cost/Share — Unrealized @ Report Date —

ICLR ICON PUB LTD CO 2.0%

Value $23.71M (+272.6%) Shares 136,482 (+137.4%) Share Price $173.71 Est. Cost/Share — Unrealized @ Report Date —

RVMD REVOLUTION MEDICINES INC 2.3%

Value $26.82M (+95.9%) Shares 143,222 (+1.7%) Share Price $187.28 Est. Cost/Share — Unrealized @ Report Date —

SYK STRYKER CORPORATION 1.5%

Value $17.83M (+147.2%) Shares 56,637 (+157.9%) Share Price $314.84 Est. Cost/Share — Unrealized @ Report Date —

WAT WATERS CORP 1.9%

Value $22.44M (+89.5%) Shares 59,825 (+50.5%) Share Price $375.04 Est. Cost/Share — Unrealized @ Report Date —

OSCR OSCAR HEALTH INC 1.3%

Value $14.8M (+158.2%) Shares 519,016 (+3.8%) Share Price $28.52 Est. Cost/Share — Unrealized @ Report Date —

DFTX DEFINIUM THERAPEUTICS INC 1.0%

Value $11.71M (+201.9%) Shares 249,020 (+21.3%) Share Price $47.04 Est. Cost/Share — Unrealized @ Report Date —

TMO THERMO FISHER SCIENTIFIC INC 1.2%

Value $14.29M (+96.0%) Shares 28,496 (+92.1%) Share Price $501.36 Est. Cost/Share — Unrealized @ Report Date —

ARWR ARROWHEAD PHARMACEUTICALS IN 0.9%

Value $10.73M (+166.3%) Shares 131,667 (+104.8%) Share Price $81.51 Est. Cost/Share — Unrealized @ Report Date —

NVO NOVO-NORDISK A S 1.1%

Value $12.7M (+75.3%) Shares 265,016 (+34.4%) Share Price $47.94 Est. Cost/Share — Unrealized @ Report Date —

EPRX EUPRAXIA PHARMACEUTICALS INC 0.7%

Value $8.002M (+104.4%) Shares 1,210,661 (+123.8%) Share Price $6.61 Est. Cost/Share — Unrealized @ Report Date —

ROIV ROIVANT SCIENCES LTD 0.8%

Value $9.485M (+65.1%) Shares 268,008 (+29.2%) Share Price $35.39 Est. Cost/Share — Unrealized @ Report Date —

COO COOPER COS INC 1.4%

Value $15.84M (+30.4%) Shares 220,890 (+30.1%) Share Price $71.71 Est. Cost/Share — Unrealized @ Report Date —

UTHR UNITED THERAPEUTICS CORP DEL 2.3%

Value $27.09M (+14.8%) Shares 49,991 (+25.6%) Share Price $541.83 Est. Cost/Share — Unrealized @ Report Date —

KOD KODIAK SCIENCES INC 0.6%

Value $7.532M (+72.2%) Shares 193,315 (+68.5%) Share Price $38.96 Est. Cost/Share — Unrealized @ Report Date —

ABVX ABIVAX SA 0.5%

Value $5.765M (+94.2%) Shares 43,264 (+62.3%) Share Price $133.26 Est. Cost/Share — Unrealized @ Report Date —

ILMN ILLUMINA INC 0.5%

Value $6.161M (+73.1%) Shares 35,040 (+21.4%) Share Price $175.83 Est. Cost/Share — Unrealized @ Report Date —

VERA VERA THERAPEUTICS INC 0.8%

Value $9.624M (+36.8%) Shares 224,289 (+28.3%) Share Price $42.91 Est. Cost/Share — Unrealized @ Report Date —

MMSI MERIT MED SYS INC 1.2%

Value $13.66M (+22.0%) Shares 197,038 (+21.3%) Share Price $69.34 Est. Cost/Share — Unrealized @ Report Date —

CLDX CELLDEX THERAPEUTICS INC NEW 1.1%

Value $12.75M (+23.7%) Shares 342,751 (+5.5%) Share Price $37.21 Est. Cost/Share — Unrealized @ Report Date —

PRAX PRAXIS PRECISION MEDICINES I 1.1%

Value $12.91M (+13.1%) Shares 38,575 (+8.9%) Share Price $334.79 Est. Cost/Share — Unrealized @ Report Date —

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
UNH	UNITEDHEALTH GROUP INC	88,276 (+52.1%)	$36.69M (+133.6%)	3.1%	$415.63	—	—	COM	91324P102
ICLR	ICON PUB LTD CO	136,482 (+137.4%)	$23.71M (+272.6%)	2.0%	$173.71	—	—	SHS	G4705A100
RVMD	REVOLUTION MEDICINES INC	143,222 (+1.7%)	$26.82M (+95.9%)	2.3%	$187.28	—	—	COM	76155X100
SYK	STRYKER CORPORATION	56,637 (+157.9%)	$17.83M (+147.2%)	1.5%	$314.84	—	—	COM	863667101
WAT	WATERS CORP	59,825 (+50.5%)	$22.44M (+89.5%)	1.9%	$375.04	—	—	COM	941848103
OSCR	OSCAR HEALTH INC	519,016 (+3.8%)	$14.8M (+158.2%)	1.3%	$28.52	—	—	CL A	687793109
DFTX	DEFINIUM THERAPEUTICS INC	249,020 (+21.3%)	$11.71M (+201.9%)	1.0%	$47.04	—	—	COM SHS	24477V105
TMO	THERMO FISHER SCIENTIFIC INC	28,496 (+92.1%)	$14.29M (+96.0%)	1.2%	$501.36	—	—	COM	883556102
ARWR	ARROWHEAD PHARMACEUTICALS IN	131,667 (+104.8%)	$10.73M (+166.3%)	0.9%	$81.51	—	—	COM	04280A100
NVO	NOVO-NORDISK A S	265,016 (+34.4%)	$12.7M (+75.3%)	1.1%	$47.94	—	—	ADR	670100205
EPRX	EUPRAXIA PHARMACEUTICALS INC	1,210,661 (+123.8%)	$8.002M (+104.4%)	0.7%	$6.61	—	—	COM	29842P105
ROIV	ROIVANT SCIENCES LTD	268,008 (+29.2%)	$9.485M (+65.1%)	0.8%	$35.39	—	—	SHS	G76279101
COO	COOPER COS INC	220,890 (+30.1%)	$15.84M (+30.4%)	1.4%	$71.71	—	—	COM	216648501
UTHR	UNITED THERAPEUTICS CORP DEL	49,991 (+25.6%)	$27.09M (+14.8%)	2.3%	$541.83	—	—	COM	91307C102
KOD	KODIAK SCIENCES INC	193,315 (+68.5%)	$7.532M (+72.2%)	0.6%	$38.96	—	—	COM	50015M109
ABVX	ABIVAX SA	43,264 (+62.3%)	$5.765M (+94.2%)	0.5%	$133.26	—	—	SPONSORED ADS	00370M103
ILMN	ILLUMINA INC	35,040 (+21.4%)	$6.161M (+73.1%)	0.5%	$175.83	—	—	COM	452327109
VERA	VERA THERAPEUTICS INC	224,289 (+28.3%)	$9.624M (+36.8%)	0.8%	$42.91	—	—	CL A	92337R101
MMSI	MERIT MED SYS INC	197,038 (+21.3%)	$13.66M (+22.0%)	1.2%	$69.34	—	—	COM	589889104
CLDX	CELLDEX THERAPEUTICS INC NEW	342,751 (+5.5%)	$12.75M (+23.7%)	1.1%	$37.21	—	—	COM NEW	15117B202
PRAX	PRAXIS PRECISION MEDICINES I	38,575 (+8.9%)	$12.91M (+13.1%)	1.1%	$334.79	—	—	COM NEW	74006W207

Exited Positions (20)

XBI SPDR SERIES TRUST 5.0%

Value $58.16M Shares 455,300 Share Price $127.73 Est. Cost/Share — Unrealized @ Report Date —

XLV SELECT SECTOR SPDR TR 3.0%

Value $35.03M Shares 238,900 Share Price $146.61 Est. Cost/Share — Unrealized @ Report Date —

ASND ASCENDIS PHARMA A/S 3.0%

Value $34.77M Shares 152,034 Share Price $228.73 Est. Cost/Share — Unrealized @ Report Date —

UTHR UNITED THERAPEUTICS CORP DEL 2.3%

Value $27.22M Shares 45,900 Share Price $592.98 Est. Cost/Share — Unrealized @ Report Date —

GKOS GLAUKOS CORP 2.0%

Value $23.22M Shares 215,685 Share Price $107.66 Est. Cost/Share — Unrealized @ Report Date —

CNTA CENTESSA PHARMACEUTICALS PLC 1.8%

Value $20.98M Shares 528,224 Share Price $39.72 Est. Cost/Share — Unrealized @ Report Date —

UTHR UNITED THERAPEUTICS CORP DEL 1.6%

Value $18.8M Shares 31,700 Share Price $592.98 Est. Cost/Share — Unrealized @ Report Date —

— ASCENDIS PHARMA A/S 1.5%

Value $16.92M Shares 11,505,000 Share Price $1.47 Est. Cost/Share — Unrealized @ Report Date —

NEO NEOGENOMICS INC 1.1%

Value $13.24M Shares 1,784,552 Share Price $7.42 Est. Cost/Share — Unrealized @ Report Date —

DXCM DEXCOM INC 0.8%

Value $9.403M Shares 149,734 Share Price $62.80 Est. Cost/Share — Unrealized @ Report Date —

TERN TERNS PHARMACEUTICALS INC 0.8%

Value $9.119M Shares 172,962 Share Price $52.72 Est. Cost/Share — Unrealized @ Report Date —

SLNO SOLENO THERAPEUTICS INC 0.7%

Value $8.309M Shares 248,180 Share Price $33.48 Est. Cost/Share — Unrealized @ Report Date —

BLLN BILLIONTOONE INC 0.6%

Value $6.952M Shares 88,069 Share Price $78.94 Est. Cost/Share — Unrealized @ Report Date —

CAH CARDINAL HEALTH INC 0.6%

Value $6.749M Shares 31,941 Share Price $211.31 Est. Cost/Share — Unrealized @ Report Date —

ALHC ALIGNMENT HEALTHCARE INC 0.5%

Value $6.34M Shares 359,826 Share Price $17.62 Est. Cost/Share — Unrealized @ Report Date —

PSNL PERSONALIS INC 0.5%

Value $5.543M Shares 870,097 Share Price $6.37 Est. Cost/Share — Unrealized @ Report Date —

ASND ASCENDIS PHARMA A/S 0.4%

Value $5.124M Shares 22,400 Share Price $228.73 Est. Cost/Share — Unrealized @ Report Date —

MDLN MEDLINE INC 0.3%

Value $3.862M Shares 86,777 Share Price $44.50 Est. Cost/Share — Unrealized @ Report Date —

HCA HCA HEALTHCARE INC 0.2%

Value $2.177M Shares 4,600 Share Price $473.24 Est. Cost/Share — Unrealized @ Report Date —

GMED GLOBUS MED INC 0.1%

Value $1.458M Shares 16,923 Share Price $86.16 Est. Cost/Share — Unrealized @ Report Date —

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
XBI	SPDR SERIES TRUST	455,300	$58.16M	5.0%	$127.73	—	—	PUT	78464A870
XLV	SELECT SECTOR SPDR TR	238,900	$35.03M	3.0%	$146.61	—	—	CALL	81369Y209
ASND	ASCENDIS PHARMA A/S	152,034	$34.77M	3.0%	$228.73	—	—	—	04351P101
UTHR	UNITED THERAPEUTICS CORP DEL	45,900	$27.22M	2.3%	$592.98	—	—	PUT	91307C102
GKOS	GLAUKOS CORP	215,685	$23.22M	2.0%	$107.66	—	—	—	377322102
CNTA	CENTESSA PHARMACEUTICALS PLC	528,224	$20.98M	1.8%	$39.72	—	—	—	152309100
UTHR	UNITED THERAPEUTICS CORP DEL	31,700	$18.8M	1.6%	$592.98	—	—	CALL	91307C102
—	ASCENDIS PHARMA A/S	11,505,000	$16.92M	1.5%	$1.47	—	—	—	04351PAD3
NEO	NEOGENOMICS INC	1,784,552	$13.24M	1.1%	$7.42	—	—	—	64049M209
DXCM	DEXCOM INC	149,734	$9.403M	0.8%	$62.80	—	—	—	252131107
TERN	TERNS PHARMACEUTICALS INC	172,962	$9.119M	0.8%	$52.72	—	—	—	880881107
SLNO	SOLENO THERAPEUTICS INC	248,180	$8.309M	0.7%	$33.48	—	—	—	834203309
BLLN	BILLIONTOONE INC	88,069	$6.952M	0.6%	$78.94	—	—	—	090168105
CAH	CARDINAL HEALTH INC	31,941	$6.749M	0.6%	$211.31	—	—	—	14149Y108
ALHC	ALIGNMENT HEALTHCARE INC	359,826	$6.34M	0.5%	$17.62	—	—	—	01625V104
PSNL	PERSONALIS INC	870,097	$5.543M	0.5%	$6.37	—	—	—	71535D106
ASND	ASCENDIS PHARMA A/S	22,400	$5.124M	0.4%	$228.73	—	—	CALL	04351P101
MDLN	MEDLINE INC	86,777	$3.862M	0.3%	$44.50	—	—	—	58507V107
HCA	HCA HEALTHCARE INC	4,600	$2.177M	0.2%	$473.24	—	—	PUT	40412C101
GMED	GLOBUS MED INC	16,923	$1.458M	0.1%	$86.16	—	—	—	379577208

Decreased Positions (41)

THC TENET HEALTHCARE CORP 2.0%

Value $23.68M (-68.5%) Shares 126,572 (-68.2%) Share Price $187.08 Est. Cost/Share — Unrealized @ Report Date —

PEN PENUMBRA INC 1.6%

Value $19.01M (-58.6%) Shares 60,221 (-56.9%) Share Price $315.75 Est. Cost/Share — Unrealized @ Report Date —

LLY ELI LILLY & CO 4.0%

Value $47.09M (-22.2%) Shares 39,258 (-40.3%) Share Price $1199.43 Est. Cost/Share — Unrealized @ Report Date —

AXSM AXSOME THERAPEUTICS INC. 4.6%

Value $53.75M (+20.3%) Shares 219,596 (-16.9%) Share Price $244.77 Est. Cost/Share — Unrealized @ Report Date —

NBIX NEUROCRINE BIOSCIENCES INC 3.1%

Value $35.97M (+26.6%) Shares 213,407 (-1.1%) Share Price $168.54 Est. Cost/Share — Unrealized @ Report Date —

CNC CENTENE CORP DEL 1.4%

Value $15.97M (+85.2%) Shares 248,867 (-5.5%) Share Price $64.19 Est. Cost/Share — Unrealized @ Report Date —

ABT ABBOTT LABORATORIES 0.6%

Value $7.462M (-48.2%) Shares 82,230 (-41.4%) Share Price $90.74 Est. Cost/Share — Unrealized @ Report Date —

ORKA ORUKA THERAPEUTICS INC 1.3%

Value $15.12M (+77.1%) Shares 158,825 (-8.7%) Share Price $95.17 Est. Cost/Share — Unrealized @ Report Date —

NTRA NATERA INC 0.5%

Value $5.993M (-50.1%) Shares 22,077 (-63.2%) Share Price $271.45 Est. Cost/Share — Unrealized @ Report Date —

JAZZ JAZZ PHARMACEUTICALS PLC 3.3%

Value $38.74M (+15.0%) Shares 160,768 (-9.8%) Share Price $240.97 Est. Cost/Share — Unrealized @ Report Date —

BLTE BELITE BIO INC 0.5%

Value $5.359M (-43.4%) Shares 34,803 (-41.4%) Share Price $153.99 Est. Cost/Share — Unrealized @ Report Date —

CMPS COMPASS PATHWAYS PLC 0.3%

Value $3.503M (-53.7%) Shares 247,589 (-81.9%) Share Price $14.15 Est. Cost/Share — Unrealized @ Report Date —

AMRX AMNEAL PHARMACEUTICALS INC 0.7%

Value $8.321M (-28.0%) Shares 480,715 (-48.3%) Share Price $17.31 Est. Cost/Share — Unrealized @ Report Date —

SNDX SYNDAX PHARMACEUTICALS INC 0.2%

Value $2.589M (-54.8%) Shares 118,422 (-51.7%) Share Price $21.86 Est. Cost/Share — Unrealized @ Report Date —

HCA HCA HEALTHCARE INC 0.3%

Value $3.234M (-48.8%) Shares 8,295 (-37.9%) Share Price $389.89 Est. Cost/Share — Unrealized @ Report Date —

TARS TARSUS PHARMACEUTICALS INC 0.2%

Value $2.554M (-54.6%) Shares 40,579 (-49.4%) Share Price $62.94 Est. Cost/Share — Unrealized @ Report Date —

DNTH DIANTHUS THERAPEUTICS INC 1.0%

Value $11.82M (-18.2%) Shares 121,222 (-29.6%) Share Price $97.48 Est. Cost/Share — Unrealized @ Report Date —

EW EDWARDS LIFESCIENCES CORP 1.9%

Value $22.66M (+11.2%) Shares 250,453 (-1.6%) Share Price $90.46 Est. Cost/Share — Unrealized @ Report Date —

MLYS MINERALYS THERAPEUTICS INC 0.1%

Value $1.684M (-56.4%) Shares 62,418 (-56.3%) Share Price $26.98 Est. Cost/Share — Unrealized @ Report Date —

MDGL MADRIGAL PHARMACEUTICALS INC 1.4%

Value $15.74M (-11.9%) Shares 29,313 (-14.2%) Share Price $536.95 Est. Cost/Share — Unrealized @ Report Date —

CGON CG ONCOLOGY INC 0.8%

Value $9.115M (-18.8%) Shares 128,286 (-22.7%) Share Price $71.05 Est. Cost/Share — Unrealized @ Report Date —

BTSG BRIGHTSPRING HEALTH SVCS INC 0.8%

Value $9.897M (+24.0%) Shares 141,914 (-24.2%) Share Price $69.74 Est. Cost/Share — Unrealized @ Report Date —

ACHC ACADIA HEALTHCARE COMPANY IN 1.3%

Value $15.5M (+13.7%) Shares 524,934 (-9.9%) Share Price $29.53 Est. Cost/Share — Unrealized @ Report Date —

MBX MBX BIOSCIENCES INC 0.3%

Value $3.918M (+82.6%) Shares 70,971 (-1.3%) Share Price $55.20 Est. Cost/Share — Unrealized @ Report Date —

TNGX TANGO THERAPEUTICS INC 0.9%

Value $10.19M (+19.9%) Shares 326,047 (-19.7%) Share Price $31.26 Est. Cost/Share — Unrealized @ Report Date —

VKTX VIKING THERAPEUTICS INC 0.9%

Value $9.96M (+16.3%) Shares 255,330 (-3.0%) Share Price $39.01 Est. Cost/Share — Unrealized @ Report Date —

CRBU CARIBOU BIOSCIENCES INC 0.1%

Value $624K (-65.7%) Shares 354,687 (-63.0%) Share Price $1.76 Est. Cost/Share — Unrealized @ Report Date —

GPCR STRUCTURE THERAPEUTICS INC 0.4%

Value $4.913M (-19.3%) Shares 91,550 (-27.6%) Share Price $53.67 Est. Cost/Share — Unrealized @ Report Date —

INDV INDIVIOR PHARMACEUTICALS INC 1.4%

Value $16.46M (-6.0%) Shares 401,208 (-30.2%) Share Price $41.03 Est. Cost/Share — Unrealized @ Report Date —

ARGX ARGENX SE 0.4%

Value $4.158M (+25.6%) Shares 4,482 (-1.2%) Share Price $927.77 Est. Cost/Share — Unrealized @ Report Date —

CAPR CAPRICOR THERAPEUTICS INC 0.3%

Value $2.943M (-21.8%) Shares 122,221 (-1.3%) Share Price $24.08 Est. Cost/Share — Unrealized @ Report Date —

RYTM RHYTHM PHARMACEUTICALS INC 1.0%

Value $11.28M (-5.1%) Shares 101,550 (-25.7%) Share Price $111.03 Est. Cost/Share — Unrealized @ Report Date —

AMLX AMYLYX PHARMACEUTICALS INC 0.2%

Value $2.581M (+27.8%) Shares 143,700 (-1.1%) Share Price $17.96 Est. Cost/Share — Unrealized @ Report Date —

QURE UNIQURE NV 0.1%

Value $1.216M (+74.4%) Shares 26,396 (-38.1%) Share Price $46.06 Est. Cost/Share — Unrealized @ Report Date —

CGEM CULLINAN THERAPEUTICS INC 0.3%

Value $3.504M (+8.4%) Shares 192,442 (-15.4%) Share Price $18.21 Est. Cost/Share — Unrealized @ Report Date —

BBIO BRIDGEBIO PHARMA INC 1.6%

Value $18.87M (-1.4%) Shares 253,358 (-1.7%) Share Price $74.48 Est. Cost/Share — Unrealized @ Report Date —

RZLT REZOLUTE INC 0.1%

Value $662K (+68.6%) Shares 127,289 (-1.1%) Share Price $5.20 Est. Cost/Share — Unrealized @ Report Date —

OM OUTSET MED INC 0.2%

Value $2.515M (+10.1%) Shares 582,122 (-2.1%) Share Price $4.32 Est. Cost/Share — Unrealized @ Report Date —

TECX TECTONIC THERAPEUTIC INC 0.1%

Value $1.569M (+10.0%) Shares 45,631 (-1.1%) Share Price $34.38 Est. Cost/Share — Unrealized @ Report Date —

HSIC SCHEIN HENRY INC 1.0%

Value $11.23M (-0.5%) Shares 134,423 (-12.2%) Share Price $83.52 Est. Cost/Share — Unrealized @ Report Date —

ITGR INTEGER HLDGS CORP 1.0%

Value $11.84M (-0.4%) Shares 126,669 (-6.2%) Share Price $93.45 Est. Cost/Share — Unrealized @ Report Date —

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
THC	TENET HEALTHCARE CORP	126,572 (-68.2%)	$23.68M (-68.5%)	2.0%	$187.08	—	—	COM NEW	88033G407
PEN	PENUMBRA INC	60,221 (-56.9%)	$19.01M (-58.6%)	1.6%	$315.75	—	—	COM	70975L107
LLY	ELI LILLY & CO	39,258 (-40.3%)	$47.09M (-22.2%)	4.0%	$1199.43	—	—	COM	532457108
AXSM	AXSOME THERAPEUTICS INC.	219,596 (-16.9%)	$53.75M (+20.3%)	4.6%	$244.77	—	—	COM	05464T104
NBIX	NEUROCRINE BIOSCIENCES INC	213,407 (-1.1%)	$35.97M (+26.6%)	3.1%	$168.54	—	—	COM	64125C109
CNC	CENTENE CORP DEL	248,867 (-5.5%)	$15.97M (+85.2%)	1.4%	$64.19	—	—	COM	15135B101
ABT	ABBOTT LABORATORIES	82,230 (-41.4%)	$7.462M (-48.2%)	0.6%	$90.74	—	—	COM	002824100
ORKA	ORUKA THERAPEUTICS INC	158,825 (-8.7%)	$15.12M (+77.1%)	1.3%	$95.17	—	—	COM	687604108
NTRA	NATERA INC	22,077 (-63.2%)	$5.993M (-50.1%)	0.5%	$271.45	—	—	COM	632307104
JAZZ	JAZZ PHARMACEUTICALS PLC	160,768 (-9.8%)	$38.74M (+15.0%)	3.3%	$240.97	—	—	SHS USD	G50871105
BLTE	BELITE BIO INC	34,803 (-41.4%)	$5.359M (-43.4%)	0.5%	$153.99	—	—	SPONSORED ADS	07782B104
CMPS	COMPASS PATHWAYS PLC	247,589 (-81.9%)	$3.503M (-53.7%)	0.3%	$14.15	—	—	SPONSORED ADS	20451W101
AMRX	AMNEAL PHARMACEUTICALS INC	480,715 (-48.3%)	$8.321M (-28.0%)	0.7%	$17.31	—	—	COM STK CL A	03168L105
SNDX	SYNDAX PHARMACEUTICALS INC	118,422 (-51.7%)	$2.589M (-54.8%)	0.2%	$21.86	—	—	COM	87164F105
HCA	HCA HEALTHCARE INC	8,295 (-37.9%)	$3.234M (-48.8%)	0.3%	$389.89	—	—	COM	40412C101
TARS	TARSUS PHARMACEUTICALS INC	40,579 (-49.4%)	$2.554M (-54.6%)	0.2%	$62.94	—	—	COM	87650L103
DNTH	DIANTHUS THERAPEUTICS INC	121,222 (-29.6%)	$11.82M (-18.2%)	1.0%	$97.48	—	—	COM	252828108
EW	EDWARDS LIFESCIENCES CORP	250,453 (-1.6%)	$22.66M (+11.2%)	1.9%	$90.46	—	—	COM	28176E108
MLYS	MINERALYS THERAPEUTICS INC	62,418 (-56.3%)	$1.684M (-56.4%)	0.1%	$26.98	—	—	COM	603170101
MDGL	MADRIGAL PHARMACEUTICALS INC	29,313 (-14.2%)	$15.74M (-11.9%)	1.4%	$536.95	—	—	COM	558868105
CGON	CG ONCOLOGY INC	128,286 (-22.7%)	$9.115M (-18.8%)	0.8%	$71.05	—	—	COM	156944100
BTSG	BRIGHTSPRING HEALTH SVCS INC	141,914 (-24.2%)	$9.897M (+24.0%)	0.8%	$69.74	—	—	COM	10950A106
ACHC	ACADIA HEALTHCARE COMPANY IN	524,934 (-9.9%)	$15.5M (+13.7%)	1.3%	$29.53	—	—	COM	00404A109
MBX	MBX BIOSCIENCES INC	70,971 (-1.3%)	$3.918M (+82.6%)	0.3%	$55.20	—	—	COM	55287L101
TNGX	TANGO THERAPEUTICS INC	326,047 (-19.7%)	$10.19M (+19.9%)	0.9%	$31.26	—	—	COM	87583X109
VKTX	VIKING THERAPEUTICS INC	255,330 (-3.0%)	$9.96M (+16.3%)	0.9%	$39.01	—	—	COM	92686J106
CRBU	CARIBOU BIOSCIENCES INC	354,687 (-63.0%)	$624K (-65.7%)	0.1%	$1.76	—	—	COM	142038108
GPCR	STRUCTURE THERAPEUTICS INC	91,550 (-27.6%)	$4.913M (-19.3%)	0.4%	$53.67	—	—	SPONSORED ADS	86366E106
INDV	INDIVIOR PHARMACEUTICALS INC	401,208 (-30.2%)	$16.46M (-6.0%)	1.4%	$41.03	—	—	COM	45579U109
ARGX	ARGENX SE	4,482 (-1.2%)	$4.158M (+25.6%)	0.4%	$927.77	—	—	SPONSORED ADR	04016X101
CAPR	CAPRICOR THERAPEUTICS INC	122,221 (-1.3%)	$2.943M (-21.8%)	0.3%	$24.08	—	—	COM NEW	14070B309
RYTM	RHYTHM PHARMACEUTICALS INC	101,550 (-25.7%)	$11.28M (-5.1%)	1.0%	$111.03	—	—	COM	76243J105
AMLX	AMYLYX PHARMACEUTICALS INC	143,700 (-1.1%)	$2.581M (+27.8%)	0.2%	$17.96	—	—	COM	03237H101
QURE	UNIQURE NV	26,396 (-38.1%)	$1.216M (+74.4%)	0.1%	$46.06	—	—	SHS	N90064101
CGEM	CULLINAN THERAPEUTICS INC	192,442 (-15.4%)	$3.504M (+8.4%)	0.3%	$18.21	—	—	COM	230031106
BBIO	BRIDGEBIO PHARMA INC	253,358 (-1.7%)	$18.87M (-1.4%)	1.6%	$74.48	—	—	COM	10806X102
RZLT	REZOLUTE INC	127,289 (-1.1%)	$662K (+68.6%)	0.1%	$5.20	—	—	COM NEW	76200L309
OM	OUTSET MED INC	582,122 (-2.1%)	$2.515M (+10.1%)	0.2%	$4.32	—	—	COM NEW	690145206
TECX	TECTONIC THERAPEUTIC INC	45,631 (-1.1%)	$1.569M (+10.0%)	0.1%	$34.38	—	—	COM	878972108
HSIC	SCHEIN HENRY INC	134,423 (-12.2%)	$11.23M (-0.5%)	1.0%	$83.52	—	—	COM	806407102
ITGR	INTEGER HLDGS CORP	126,669 (-6.2%)	$11.84M (-0.4%)	1.0%	$93.45	—	—	COM	45826H109

Unchanged Positions (1)

INBX INHIBRX BIOSCIENCES INC 2.5%

Value $29.22M Shares 308,385 Share Price $94.75 Est. Cost/Share — Unrealized @ Report Date —

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
INBX	INHIBRX BIOSCIENCES INC	308,385	$29.22M	2.5%	$94.75	—	—	COM	45720N103