The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 IN | COM | 35104E100 | 8,872,077 | 437,911 | SH | SOLE | 437,911 | 0 | 0 | |||
| ADAPTIVE BIOTECHNOLOGIES COR | COM | 00650F109 | 5,952,814 | 1,214,860 | SH | SOLE | 1,214,860 | 0 | 0 | |||
| AGIOS PHARMACEUTICALS INC | COM | 00847X104 | 7,367,584 | 330,830 | SH | SOLE | 330,830 | 0 | 0 | |||
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 26,176,466 | 136,756 | SH | SOLE | 136,756 | 0 | 0 | |||
| ARGENX SE | SPONSORED ADR | 04016X101 | 32,180,574 | 84,590 | SH | SOLE | 84,590 | 0 | 0 | |||
| DANAHER CORPORATION | COM | 235851102 | 36,501,982 | 157,785 | SH | SOLE | 157,785 | 0 | 0 | |||
| DEXCOM INC | COM | 252131107 | 38,383,271 | 309,318 | SH | SOLE | 309,318 | 0 | 0 | |||
| FUSION PHARMACEUTICALS INC | COM | 36118A100 | 5,571,580 | 579,769 | SH | SOLE | 579,769 | 0 | 0 | |||
| GUARDANT HEALTH INC | COM | 40131M109 | 3,248,948 | 120,109 | SH | SOLE | 120,109 | 0 | 0 | |||
| ICON PLC | SHS | G4705A100 | 46,734,857 | 165,100 | SH | SOLE | 165,100 | 0 | 0 | |||
| ILLUMINA INC | COM | 452327109 | 44,383,307 | 318,754 | SH | SOLE | 318,754 | 0 | 0 | |||
| IMMUNOCORE HLDGS PLC | ADS | 45258D105 | 3,163,216 | 46,300 | SH | SOLE | 46,300 | 0 | 0 | |||
| INSPIRE MED SYS INC | COM | 457730109 | 23,089,915 | 113,503 | SH | SOLE | 113,503 | 0 | 0 | |||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 14,638,050 | 43,390 | SH | SOLE | 43,390 | 0 | 0 | |||
| IQVIA HLDGS INC | COM | 46266C105 | 40,166,411 | 173,595 | SH | SOLE | 173,595 | 0 | 0 | |||
| LANTHEUS HLDGS INC | COM | 516544103 | 2,678,400 | 43,200 | SH | SOLE | 43,200 | 0 | 0 | |||
| NATERA INC | COM | 632307104 | 43,275,596 | 690,862 | SH | SOLE | 690,862 | 0 | 0 | |||
| PACIFIC BIOSCIENCES CALIF IN | COM | 69404D108 | 14,937,893 | 1,522,721 | SH | SOLE | 1,522,721 | 0 | 0 | |||
| PROCEPT BIOROBOTICS CORP | COM | 74276L105 | 14,132,806 | 337,218 | SH | SOLE | 337,218 | 0 | 0 | |||
| SAREPTA THERAPEUTICS INC | COM | 803607100 | 18,259,599 | 189,356 | SH | SOLE | 189,356 | 0 | 0 | |||
| TRANSMEDICS GROUP INC | COM | 89377M109 | 24,851,505 | 314,855 | SH | SOLE | 314,855 | 0 | 0 | |||
| UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | 37,565,568 | 170,838 | SH | SOLE | 170,838 | 0 | 0 | |||