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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
4D Molecular Therapeutics Inc COM 35104E100   6,314,206 198,186 SH   SOLE   198,186 0 0
Achieve Life Sciences Inc COM 004468500   6,900,355 1,518,230 SH   SOLE   1,518,230 0 0
Align Technology Inc COM 016255101   31,309,146 95,478 SH   SOLE   95,478 0 0
Alnylam Pharmaceuticals Inc COM 02043Q107   15,398,730 103,036 SH   SOLE   103,036 0 0
Amylyx Pharmaceuticals Inc COM 03237H101   871,110 306,729 SH   SOLE   306,729 0 0
Amylyx Pharmaceuticals Inc COM 03237H101   852,000 300,000 SH Put SOLE   300,000 0 0
Argenx SE SPONSORED ADR 04016X101   58,782,396 149,300 SH   SOLE   149,300 0 0
AstraZeneca PLC SPONSORED ADR 046353108   40,427,306 596,713 SH   SOLE   596,713 0 0
Avantor Inc COM 05352A100   5,943,644 232,446 SH   SOLE   232,446 0 0
Axonics Inc COM 05465P101   10,303,083 149,385 SH   SOLE   149,385 0 0
Baxter Intl Inc COM 071813109   854,800 20,000 SH   SOLE   20,000 0 0
Boston Scientific Corp COM 101137107   24,235,255 353,851 SH   SOLE   353,851 0 0
Cabaletta Bio Inc COM 12674W109   7,331,467 429,746 SH   SOLE   429,746 0 0
Celldex Therapeutics Inc COM 15117B202   33,650,581 801,777 SH   SOLE   801,777 0 0
Cogent Biosciences Inc COM 19240Q201   16,133,181 2,400,771 SH   SOLE   2,400,771 0 0
Cooper Cos Inc COM 216648501   2,154,605 21,236 SH   SOLE   21,236 0 0
Disc Medicine Inc COM 254604101   384,331 6,173 SH   SOLE   6,173 0 0
Dyne Therapeutics Inc COM 26818M108   54,981,494 1,936,650 SH   SOLE   1,936,650 0 0
Elanco Animal Health Inc COM 28414H103   41,604,305 2,555,547 SH   SOLE   2,555,547 0 0
Establishment Labs Hldgs Inc COM G31249108   7,185,146 141,162 SH   SOLE   141,162 0 0
Exact Sciences Corp COM 30063P105   15,847,958 229,481 SH   SOLE   229,481 0 0
Fusion Pharmaceuticals Inc COM 36118A100   854,356 40,073 SH   SOLE   40,073 0 0
IDEAYA Biosciences Inc COM 45166A102   34,296,432 781,596 SH   SOLE   781,596 0 0
IDEXX Labs Inc COM 45168D104   40,615,694 75,224 SH   SOLE   75,224 0 0
Immatics NV SHS N44445109   22,739,919 2,163,646 SH   SOLE   2,163,646 0 0
Immatics NV *W EXP 07/01/2025 N44445117   853,059 316,349 SH   SOLE   316,349 0 0
Immunome Inc COM 45257U108   14,669,693 594,396 SH   SOLE   594,396 0 0
Inari Med Inc COM 45332Y109   490,164 10,216 SH   SOLE   10,216 0 0
Incyte Corp COM 45337C102   75,609,331 1,327,178 SH   SOLE   1,327,178 0 0
Inhibrx Inc COM 45720L107   45,540,469 1,302,645 SH   SOLE   1,302,645 0 0
Insmed Inc COM PAR $.01 457669307   2,713,000 100,000 SH Call SOLE   100,000 0 0
Inspire Med Sys Inc COM 457730109   1,739,584 8,099 SH   SOLE   8,099 0 0
Insulet Corp COM 45784P101   37,742,794 220,203 SH   SOLE   220,203 0 0
Intuitive Surgical Inc COM 46120E602   56,223,799 140,880 SH   SOLE   140,880 0 0
Kura Oncology Inc COM 50127T109   10,706,380 501,940 SH   SOLE   501,940 0 0
Kyverna Therapeutics Inc COM 501976104   248,400 10,000 SH   SOLE   10,000 0 0
LivaNova PLC SHS G5509L101   1,144,309 20,456 SH   SOLE   20,456 0 0
Madrigal Pharmaceuticals Inc COM 558868105   5,081,504 19,029 SH   SOLE   19,029 0 0
Marinus Pharmaceuticals Inc COM 56854Q200   12,665,519 1,401,053 SH   SOLE   1,401,053 0 0
Marinus Pharmaceuticals Inc COM 56854Q200   6,780,000 750,000 SH Call SOLE   750,000 0 0
Marinus Pharmaceuticals Inc COM 56854Q200   946,488 104,700 SH Call SOLE   104,700 0 0
Marinus Pharmaceuticals Inc COM 56854Q200   9,040,000 1,000,000 SH Put SOLE   1,000,000 0 0
Masimo Corp COM 574795100   2,937,000 20,000 SH   SOLE   20,000 0 0
Merck & Co Inc COM 58933Y105   85,938,903 651,299 SH   SOLE   651,299 0 0
Mirum Pharmaceuticals Inc COM 604749101   75,661 3,012 SH   SOLE   3,012 0 0
Novo-Nordisk A S ADR 670100205   78,565,906 611,884 SH   SOLE   611,884 0 0
PepGen Inc COM 713317105   7,403,273 503,624 SH   SOLE   503,624 0 0
Perspective Therapeutics Inc COM 46489V104   511,825 430,105 SH   SOLE   430,105 0 0
Pharvaris N V COM N69605108   13,511,770 584,672 SH   SOLE   584,672 0 0
Roivant Sciences Ltd SHS G76279101   10,557,960 1,001,704 SH   SOLE   1,001,704 0 0
Sarepta Therapeutics Inc COM 803607100   29,450,596 227,488 SH   SOLE   227,488 0 0
Savara Inc COM 805111101   11,689,360 2,347,261 SH   SOLE   2,347,261 0 0
Shockwave Med Inc COM 82489T104   11,397,050 35,000 SH   SOLE   35,000 0 0
Silk Rd Med Inc COM 82710M100   21,782,920 1,189,024 SH   SOLE   1,189,024 0 0
Soleno Therapeutics Inc COM 834203309   6,453,170 150,775 SH   SOLE   150,775 0 0
Spdr Ser Tr S&P BIOTECH 78464A870   80,656,500 850,000 SH Put SOLE   850,000 0 0
Structure Therapeutics Inc SPONSORED ADS 86366E106   374,296 8,733 SH   SOLE   8,733 0 0
Syndax Pharmaceuticals Inc COM 87164F105   38,283,252 1,608,540 SH   SOLE   1,608,540 0 0
Teleflex Incorporated COM 879369106   2,746,156 12,142 SH   SOLE   12,142 0 0
TG Therapeutics Inc COM 88322Q108   30,191,272 1,984,962 SH   SOLE   1,984,962 0 0
Aerovate Therapeutics Inc COM 008064107   111,144,345 3,758,686 SH   SOLE   3,758,686 0 0
Arrivent Biopharma Inc COM 04272N102   30,303,991 1,696,752 SH   SOLE   1,696,752 0 0
Ascendis Pharma A/S SPONSORED ADR 04351P101   113,987,017 754,032 SH   SOLE   754,032 0 0
Bolt Biotherapeutics Inc COM 097702104   3,856,212 2,754,437 SH   SOLE   2,754,437 0 0
Fusion Pharmaceuticals Inc COM 36118A100   2,496,551 117,099 SH   SOLE   117,099 0 0
Ikena Oncology Inc COM 45175G108   164,311 115,712 SH   SOLE   115,712 0 0
Inozyme Pharma Inc COM 45790W108   32,787,159 4,280,308 SH   SOLE   4,280,308 0 0
Natera Inc COM 632307104   141,788,609 1,550,280 SH   SOLE   1,550,280 0 0
Nextcure Inc COM 65343E108   5,958,239 2,671,856 SH   SOLE   2,671,856 0 0
Nucana PLC SPONSORED ADR 67022C106   884,192 3,400,739 SH   SOLE   3,400,739 0 0
Nucana PLC COMMON SHARES GB00BYWYV   340,048 1,307,875 SH   SOLE   1,307,875 0 0
PDS Biotechnology Corp COM 70465T107   564,835 142,635 SH   SOLE   142,635 0 0
Vera Therapeutics Inc CL A 92337R101   120,476,719 2,793,987 SH   SOLE   2,793,987 0 0
Y-mAbs Therapeutics Inc COM 984241109   35,678,960 2,194,278 SH   SOLE   2,194,278 0 0