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 |
4D MOLECULAR THERAPEUTICS IN | COM | 35104E100 | 5,574,607 | 437,911 | SH | SOLE | 437,911 | 0 | 0 | ||
ADAPTIVE BIOTECHNOLOGIES COR | COM | 00650F109 | 6,620,987 | 1,214,860 | SH | SOLE | 1,214,860 | 0 | 0 | ||
AGIOS PHARMACEUTICALS INC | COM | 00847X104 | 6,623,843 | 267,630 | SH | SOLE | 267,630 | 0 | 0 | ||
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 24,219,488 | 136,756 | SH | SOLE | 136,756 | 0 | 0 | ||
ARGENX SE | SPONSORED ADR | 04016X101 | 31,660,972 | 64,400 | SH | SOLE | 64,400 | 0 | 0 | ||
CAREMAX INC | COM CL A | 14171W103 | 1,515,281 | 714,755 | SH | SOLE | 714,755 | 0 | 0 | ||
DANAHER CORPORATION | COM | 235851102 | 43,438,589 | 175,085 | SH | SOLE | 175,085 | 0 | 0 | ||
DEXCOM INC | COM | 252131107 | 25,760,597 | 276,105 | SH | SOLE | 276,105 | 0 | 0 | ||
FUSION PHARMACEUTICALS INC | COM | 36118A100 | 1,507,399 | 579,769 | SH | SOLE | 579,769 | 0 | 0 | ||
GUARDANT HEALTH INC | COM | 40131M109 | 6,072,080 | 204,861 | SH | SOLE | 204,861 | 0 | 0 | ||
ICON PLC | SHS | G4705A100 | 45,851,750 | 186,200 | SH | SOLE | 186,200 | 0 | 0 | ||
ILLUMINA INC | COM | 452327109 | 16,185,587 | 117,902 | SH | SOLE | 117,902 | 0 | 0 | ||
INSPIRE MED SYS INC | COM | 457730109 | 18,503,141 | 93,243 | SH | SOLE | 93,243 | 0 | 0 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 12,682,463 | 43,390 | SH | SOLE | 43,390 | 0 | 0 | ||
IQVIA HLDGS INC | COM | 46266C105 | 40,549,191 | 206,095 | SH | SOLE | 206,095 | 0 | 0 | ||
LANTHEUS HLDGS INC | COM | 516544103 | 28,952,316 | 416,700 | SH | SOLE | 416,700 | 0 | 0 | ||
NATERA INC | COM | 632307104 | 26,359,460 | 595,694 | SH | SOLE | 595,694 | 0 | 0 | ||
OUTSET MED INC | COM | 690145107 | 16,260,312 | 1,494,514 | SH | SOLE | 1,494,514 | 0 | 0 | ||
POINT BIOPHARMA GLOBAL INC | COM | 730541109 | 2,041,967 | 306,142 | SH | SOLE | 306,142 | 0 | 0 | ||
PROCEPT BIOROBOTICS CORP | COM | 74276L105 | 11,064,123 | 337,218 | SH | SOLE | 337,218 | 0 | 0 | ||
SAREPTA THERAPEUTICS INC | COM | 803607100 | 21,117,979 | 174,212 | SH | SOLE | 174,212 | 0 | 0 | ||
TRANSMEDICS GROUP INC | COM | 89377M109 | 22,677,724 | 414,205 | SH | SOLE | 414,205 | 0 | 0 | ||
UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | 38,587,179 | 170,838 | SH | SOLE | 170,838 | 0 | 0 |