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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| 89BIO INC | COM | 282559103 | 14,303,921 | 1,967,527 | SH | SOLE | 1,967,527 | 0 | 0 | ||
| ACADIA PHARMACEUTICALS INC | COM | 004225108 | 141,851,343 | 8,540,117 | SH | SOLE | 8,540,117 | 0 | 0 | ||
| ADAGIO MED HLDGS INC | COM | 00534B100 | 168,515 | 209,361 | SH | SOLE | 209,361 | 0 | 0 | ||
| AKERO THERAPEUTICS INC | COM | 00973Y108 | 300,334,883 | 7,419,340 | SH | SOLE | 7,419,340 | 0 | 0 | ||
| ALKERMES PLC | SHS | G01767105 | 227,332,728 | 6,884,698 | SH | SOLE | 6,884,698 | 0 | 0 | ||
| ALLURION TECHNOLOGIES INC | COMMON STOCK | 02008G201 | 3,370,702 | 1,050,063 | SH | SOLE | 1,050,063 | 0 | 0 | ||
| APOGEE THERAPEUTICS INC | COM | 03770N101 | 101,323,944 | 2,712,097 | SH | SOLE | 2,712,097 | 0 | 0 | ||
| ARGENX SE | SPONSORED ADR | 04016X101 | 398,619,302 | 673,497 | SH | SOLE | 673,497 | 0 | 0 | ||
| ARVINAS INC | COM | 04335A105 | 23,406,842 | 3,334,308 | SH | SOLE | 3,334,308 | 0 | 0 | ||
| AVIDITY BIOSCIENCES INC | COM | 05370A108 | 258,209,256 | 8,746,926 | SH | SOLE | 8,746,926 | 0 | 0 | ||
| AXSOME THERAPEUTICS INC | COM | 05464T104 | 340,877,883 | 2,922,729 | SH | SOLE | 2,922,729 | 0 | 0 | ||
| BEAM THERAPEUTICS INC | COM | 07373V105 | 8,567,010 | 438,659 | SH | SOLE | 438,659 | 0 | 0 | ||
| BETA BIONICS INC | COM | 08659B102 | 40,390,409 | 3,299,870 | SH | SOLE | 3,299,870 | 0 | 0 | ||
| BIOAGE LABS INC | COM | 09077V100 | 2,956,687 | 786,353 | SH | SOLE | 786,353 | 0 | 0 | ||
| CARGO THERAPEUTICS INC | COM | 14179K101 | 16,788,176 | 4,124,859 | SH | SOLE | 4,124,859 | 0 | 0 | ||
| CENTESSA PHARMACEUTICALS PLC | SPONSORED ADS | 152309100 | 719,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| CERIBELL INC | COM | 15678C102 | 2,881,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| CG ONCOLOGY INC | COM | 156944100 | 41,662,780 | 1,701,216 | SH | SOLE | 1,701,216 | 0 | 0 | ||
| COMPASS PATHWAYS PLC | SPONSORED ADS | 20451W101 | 15,839,160 | 5,538,168 | SH | SOLE | 5,538,168 | 0 | 0 | ||
| CORVUS PHARMACEUTICALS INC | COM | 221015100 | 8,520,743 | 2,679,479 | SH | SOLE | 2,679,479 | 0 | 0 | ||
| CULLINAN THERAPEUTICS INC | COM | 230031106 | 12,914,117 | 1,705,960 | SH | SOLE | 1,705,960 | 0 | 0 | ||
| CYTOKINETICS INC | COM NEW | 23282W605 | 109,363,340 | 2,721,158 | SH | SOLE | 2,721,158 | 0 | 0 | ||
| DYNE THERAPEUTICS INC | COM | 26818M108 | 17,683,331 | 1,690,567 | SH | SOLE | 1,690,567 | 0 | 0 | ||
| ESTABLISHMENT LABS HLDGS INC | COM | G31249108 | 105,435,509 | 2,583,887 | SH | SOLE | 2,583,887 | 0 | 0 | ||
| EXAGEN INC | COM | 30068X103 | 5,427,599 | 1,511,866 | SH | SOLE | 1,511,866 | 0 | 0 | ||
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 | 41,969,200 | 520,000 | SH | SOLE | 520,000 | 0 | 0 | ||
| GH RESEARCH PLC | ORDINARY SHARES | G3855L106 | 60,662,452 | 5,499,769 | SH | SOLE | 5,499,769 | 0 | 0 | ||
| GLAUKOS CORP | COM | 377322102 | 18,699,800 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| GLOBUS MED INC | CL A | 379577208 | 82,350,000 | 1,125,000 | SH | SOLE | 1,125,000 | 0 | 0 | ||
| IMMATICS N.V | SHS | N44445109 | 31,161,890 | 6,909,510 | SH | SOLE | 6,909,510 | 0 | 0 | ||
| IMMUNOCORE HLDGS PLC | ADS | 45258D105 | 144,486,907 | 4,869,798 | SH | SOLE | 4,869,798 | 0 | 0 | ||
| INSMED INC | COM PAR $.01 | 457669307 | 229,980,630 | 3,014,558 | SH | SOLE | 3,014,558 | 0 | 0 | ||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 100,270,383 | 202,456 | SH | SOLE | 202,456 | 0 | 0 | ||
| KESTRA MED TECHNOLOGIES LTD | SHS | G52441105 | 4,984,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| LENZ THERAPEUTICS INC | COM | 52635N103 | 22,197,731 | 863,389 | SH | SOLE | 863,389 | 0 | 0 | ||
| MADRIGAL PHARMACEUTICALS INC | COM | 558868105 | 660,368,945 | 1,993,687 | SH | SOLE | 1,993,687 | 0 | 0 | ||
| MASIMO CORP | COM | 574795100 | 113,836,780 | 683,294 | SH | SOLE | 683,294 | 0 | 0 | ||
| MERUS N V | COM | N5749R100 | 175,489,751 | 4,169,393 | SH | SOLE | 4,169,393 | 0 | 0 | ||
| MILESTONE PHARMACEUTICALS IN | COM | 59935V107 | 2,005,132 | 2,506,102 | SH | SOLE | 2,506,102 | 0 | 0 | ||
| NATERA INC | COM | 632307104 | 366,753,340 | 2,593,546 | SH | SOLE | 2,593,546 | 0 | 0 | ||
| NEUROGENE INC | COM | 64135M105 | 15,792,762 | 1,348,656 | SH | SOLE | 1,348,656 | 0 | 0 | ||
| ORCHESTRA BIOMED HLDGS INC | COM | 68572M106 | 35,122,373 | 8,206,162 | SH | SOLE | 8,206,162 | 0 | 0 | ||
| ORUKA THERAPEUTICS INC | COM | 687604108 | 19,962,359 | 1,945,649 | SH | SOLE | 1,945,649 | 0 | 0 | ||
| PENUMBRA INC | COM | 70975L107 | 230,713,326 | 862,770 | SH | SOLE | 862,770 | 0 | 0 | ||
| PERCEPTIVE CAP SOLUTIONS COR | CL A ORD SHS | G70077105 | 7,647,750 | 742,500 | SH | SOLE | 742,500 | 0 | 0 | ||
| PROTAGONIST THERAPEUTICS INC | COM | 74366E102 | 276,590,909 | 5,719,415 | SH | SOLE | 5,719,415 | 0 | 0 | ||
| PTC THERAPEUTICS INC | COM | 69366J200 | 381,340,152 | 7,483,127 | SH | SOLE | 7,483,127 | 0 | 0 | ||
| QUEST DIAGNOSTICS INC | COM | 74834L100 | 16,750,292 | 98,997 | SH | SOLE | 98,997 | 0 | 0 | ||
| RADNET INC | COM | 750491102 | 115,230,177 | 2,317,582 | SH | SOLE | 2,317,582 | 0 | 0 | ||
| RAPT THERAPEUTICS INC | COM | 75382E109 | 14,352,080 | 11,764,000 | SH | SOLE | 11,764,000 | 0 | 0 | ||
| REPLIMUNE GROUP INC | COM | 76029N106 | 20,133,848 | 2,065,010 | SH | SOLE | 2,065,010 | 0 | 0 | ||
| ROCKET PHARMACEUTICALS INC | *W EXP 09/02/202 | 77313F114 | 16,450 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| ROCKET PHARMACEUTICALS INC | COM | 77313F106 | 117,977,439 | 17,687,772 | SH | SOLE | 17,687,772 | 0 | 0 | ||
| SPYRE THERAPEUTICS INC | COM NEW | 00773J202 | 58,440,905 | 3,621,996 | SH | SOLE | 3,621,996 | 0 | 0 | ||
| STOKE THERAPEUTICS INC | COM | 86150R107 | 34,071,441 | 5,123,525 | SH | SOLE | 5,123,525 | 0 | 0 | ||
| STRYKER CORPORATION | COM | 863667101 | 219,709,767 | 590,221 | SH | SOLE | 590,221 | 0 | 0 | ||
| TARSUS PHARMACEUTICALS INC | COM | 87650L103 | 170,344,564 | 3,316,032 | SH | SOLE | 3,316,032 | 0 | 0 | ||
| TAYSHA GENE THERAPIES INC | COM SHS | 877619106 | 26,115,134 | 18,787,866 | SH | SOLE | 18,787,866 | 0 | 0 | ||
| TEMPUS AI INC | CL A | 88023B103 | 19,296,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| TENAX THERAPEUTICS INC | COM NEW | 88032L605 | 2,478,166 | 378,346 | SH | SOLE | 378,346 | 0 | 0 | ||
| ULTRAGENYX PHARMACEUTICAL IN | COM | 90400D108 | 61,825,026 | 1,707,402 | SH | SOLE | 1,707,402 | 0 | 0 | ||
| UNIQURE NV | SHS | N90064101 | 45,213,537 | 4,265,428 | SH | SOLE | 4,265,428 | 0 | 0 | ||
| UROGEN PHARMA LTD | COM | M96088105 | 42,412,822 | 3,834,794 | SH | SOLE | 3,834,794 | 0 | 0 | ||
| VERASTEM INC | COM NEW | 92337C203 | 25,600,220 | 4,245,476 | SH | SOLE | 4,245,476 | 0 | 0 | ||
| VERONA PHARMA PLC | SPONSORED ADS | 925050106 | 180,870,312 | 2,848,800 | SH | SOLE | 2,848,800 | 0 | 0 | ||
| WAVE LIFE SCIENCES LTD | SHS | Y95308105 | 7,272,000 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| XENCOR INC | COM | 98401F105 | 25,566,675 | 2,402,883 | SH | SOLE | 2,402,883 | 0 | 0 | ||
| ZAI LAB LTD | ADR | 98887Q104 | 113,359,615 | 3,136,680 | SH | SOLE | 3,136,680 | 0 | 0 | ||