The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 |
OUTSET MED INC | COM | 690145107 | 31,516,124 | 1,220,609 | SH | SOLE | 1,220,609 | 0 | 0 | ||
OLINK HLDG AB | SPONSORED ADS | 680710100 | 1,015,200 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
CAREMAX INC | COM CL A | 14171W103 | 2,608,856 | 714,755 | SH | SOLE | 714,755 | 0 | 0 | ||
AMERICAN WELL CORP | CL A | 03044L105 | 3,947,960 | 1,395,039 | SH | SOLE | 1,395,039 | 0 | 0 | ||
CANO HEALTH INC | COM CL A | 13781Y103 | 301,789 | 220,284 | SH | SOLE | 220,284 | 0 | 0 | ||
DEXCOM INC | COM | 252131107 | 24,799,560 | 219,000 | SH | SOLE | 219,000 | 0 | 0 | ||
10X GENOMICS INC | CL A COM | 88025U109 | 1,792,848 | 49,200 | SH | SOLE | 49,200 | 0 | 0 | ||
SEAGEN INC | COM | 81181C104 | 22,476,656 | 174,902 | SH | SOLE | 174,902 | 0 | 0 | ||
ICON PLC | SHS | G4705A100 | 23,912,175 | 123,100 | SH | SOLE | 123,100 | 0 | 0 | ||
BICYCLE THERAPEUTICS PLC | SPONSORED ADS | 088786108 | 695,600 | 23,500 | SH | SOLE | 23,500 | 0 | 0 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 28,718,831 | 108,230 | SH | SOLE | 108,230 | 0 | 0 | ||
INSPIRE MED SYS INC | COM | 457730109 | 25,576,651 | 101,543 | SH | SOLE | 101,543 | 0 | 0 | ||
IQVIA HLDGS INC | COM | 46266C105 | 41,817,025 | 204,095 | SH | SOLE | 204,095 | 0 | 0 | ||
ARVINAS INC | COM | 04335A105 | 786,830 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | ||
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 37,005,907 | 155,716 | SH | SOLE | 155,716 | 0 | 0 | ||
ARGENX SE | SPONSORED ADR | 04016X101 | 22,843,449 | 60,300 | SH | SOLE | 60,300 | 0 | 0 | ||
UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | 36,495,975 | 131,238 | SH | SOLE | 131,238 | 0 | 0 | ||
ILLUMINA INC | COM | 452327109 | 27,886,211 | 137,914 | SH | SOLE | 137,914 | 0 | 0 | ||
GUARDANT HEALTH INC | COM | 40131M109 | 1,810,432 | 66,560 | SH | SOLE | 66,560 | 0 | 0 | ||
4D MOLECULAR THERAPEUTICS IN | COM | 35104E100 | 9,726,003 | 437,911 | SH | SOLE | 437,911 | 0 | 0 | ||
TANDEM DIABETES CARE INC | COM NEW | 875372203 | 26,542,975 | 590,500 | SH | SOLE | 590,500 | 0 | 0 | ||
NATERA INC | COM | 632307104 | 32,738,309 | 814,994 | SH | SOLE | 814,994 | 0 | 0 | ||
LYELL IMMUNOPHARMA INC | COM | 55083R104 | 347,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
BEAM THERAPEUTICS INC | COM | 07373V105 | 1,130,279 | 28,900 | SH | SOLE | 28,900 | 0 | 0 | ||
AGIOS PHARMACEUTICALS INC | COM | 00847X104 | 7,515,050 | 267,630 | SH | SOLE | 267,630 | 0 | 0 | ||
CATALENT INC | COM | 148806102 | 14,812,791 | 329,100 | SH | SOLE | 329,100 | 0 | 0 | ||
ADAPTIVE BIOTECHNOLOGIES COR | COM | 00650F109 | 4,644,050 | 607,860 | SH | SOLE | 607,860 | 0 | 0 |