| NUVL | Nuvalent, Inc. | 14.60% | 8,949,225 | $854,203,526 | -9,041,799 | -50.26% | | Form 4 |
| CNC | CENTENE CORP DEL | 5.52% | 9,046,000 | $322,761,280 | 5,860,630 | 183.99% | $35.68 | 13F |
| MRUS | MERUS N V | 4.90% | 3,046,916 | $286,867,141 | -337,712 | -9.98% | $94.15 | 13F |
| VTRS | VIATRIS INC | 4.08% | 24,099,083 | $238,580,922 | 75,176 | 0.31% | $9.9 | 13F |
| UTHR | UNITED THERAPEUTICS CORP DEL | 3.05% | 425,993 | $178,580,526 | -114,633 | -21.2% | $419.21 | 13F |
| RVMD | REVOLUTION MEDICINES INC | 2.91% | 3,650,342 | $170,470,971 | 266,270 | 7.87% | $46.7 | 13F |
| MIRM | MIRUM PHARMACEUTICALS INC (PRN) | 2.88% | 70,000,000 | $168,190,750 | | No Change | $2.4 | 13F |
| INDV | INDIVIOR PLC | 2.88% | 6,986,811 | $168,452,013 | -3,580,349 | -33.88% | $24.11 | 13F |
| NBIX | NEUROCRINE BIOSCIENCES INC | 2.84% | 1,184,345 | $166,258,351 | 16,543 | 1.42% | $140.38 | 13F |
| COGT | COGENT BIOSCIENCES INC | 2.22% | 9,053,118 | $130,002,774 | 6,412,903 | 242.89% | $14.36 | 13F |
| IONS | IONIS PHARMACEUTICALS INC | 2.21% | 1,979,669 | $129,509,946 | 1,979,669 | New | $65.42 | 13F |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | 2.07% | 4,266,693 | $121,344,749 | -849,260 | -16.6% | $28.44 | 13F |
| VERA | VERA THERAPEUTICS INC | 1.81% | 3,641,157 | $105,812,022 | 293,040 | 8.75% | $29.06 | 13F |
| BMY | BRISTOL-MYERS SQUIBB CO | 1.80% | 2,337,771 | $105,433,472 | 2,337,771 | New | $45.1 | 13F |
| AHCO | ADAPTHEALTH CORP | 1.76% | 11,477,730 | $102,725,684 | 1,572,835 | 15.88% | $8.95 | 13F |
| BKD | BROOKDALE SR LIVING INC | 1.69% | 11,641,642 | $98,604,708 | -3,720,622 | -24.22% | $8.47 | 13F |
| LRMR | LARIMAR THERAPEUTICS INC | 1.69% | 30,606,974 | $98,860,526 | 9,375,000 | 44.16% | $3.23 | 13F |
| CPRX | CATALYST PHARMACEUTICALS INC | 1.68% | 4,974,767 | $98,002,910 | 2,095,291 | 72.77% | $19.7 | 13F |
| LEGN | LEGEND BIOTECH CORP | 1.65% | 2,962,338 | $96,601,842 | | No Change | $32.61 | 13F |
| BCRX | BIOCRYST PHARMACEUTICALS INC | 1.58% | 12,169,000 | $92,362,710 | 7,477,000 | 159.36% | $7.59 | 13F |
| TNDM | TANDEM DIABETES CARE INC (PRN) | 1.49% | 100,000,000 | $87,142,700 | 60,000,000 | 150% | $0.87 | 13F |
| MRK | MERCK & CO INC | 1.48% | 1,030,000 | $86,447,900 | 172,276 | 20.09% | $83.93 | 13F |
| PFE | PFIZER INC | 1.44% | 3,303,790 | $84,180,569 | -1,002,474 | -23.28% | $25.48 | 13F |
| CERT | CERTARA INC | 1.41% | 6,739,537 | $82,357,142 | 2,813,438 | 71.66% | $12.22 | 13F |
| IONS | IONIS PHARMACEUTICALS INC (PRN) | 1.41% | 60,000,000 | $82,657,920 | 60,000,000 | New | $1.38 | 13F |
| INSP | INSPIRE MED SYS INC | 1.33% | 1,047,694 | $77,738,895 | 907,694 | 648.35% | $74.2 | 13F |
| SPRY | ARS PHARMACEUTICALS INC | 1.29% | 7,503,812 | $75,413,311 | -2,220,696 | -22.84% | $10.05 | 13F |
| INSM | INSMED INC | 1.16% | 471,000 | $67,828,710 | -229,700 | -32.78% | $144.01 | 13F |
| BIO | BIO RAD LABS INC | 1.08% | 226,070 | $63,387,767 | | No Change | $280.39 | 13F |
| NEO | NEOGENOMICS INC (PRN) | 1.08% | 72,689,000 | $62,922,579 | 72,689,000 | New | $0.87 | 13F |
| IRON | DISC MEDICINE INC | 1.04% | 919,403 | $60,754,150 | | No Change | $66.08 | 13F |
| PHVS | PHARVARIS N V | 1.04% | 2,442,464 | $60,939,477 | 425,000 | 21.07% | $24.95 | 13F |
| IDYA | IDEAYA BIOSCIENCES INC | 1.00% | 2,153,043 | $58,584,300 | -1,762,268 | -45.01% | $27.21 | 13F |
| BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | 0.97% | 4,885,446 | $56,573,465 | 4,885,446 | New | $11.58 | 13F |
| NVST | ENVISTA HOLDINGS CORPORATION | 0.80% | 2,294,036 | $46,729,513 | 78,191 | 3.53% | $20.37 | 13F |
| PRAX | PRAXIS PRECISION MEDICINES I | 0.76% | 840,851 | $44,565,103 | 153,920 | 22.41% | $53 | 13F |
| CRMD | CORMEDIX INC | 0.66% | 3,323,833 | $38,656,178 | 3,323,833 | New | $11.63 | 13F |
| EHAB | ENHABIT INC | 0.65% | 4,747,746 | $38,029,445 | -32,118 | -0.67% | $8.01 | 13F |
| EMBC | EMBECTA CORP | 0.63% | 2,620,421 | $36,974,140 | -129,291 | -4.7% | $14.11 | 13F |
| LIVN | LIVANOVA PLC (PRN) | 0.63% | 34,280,000 | $36,861,421 | 9,280,000 | 37.12% | $1.08 | 13F |
| CELC | CELCUITY INC | 0.62% | 733,530 | $36,236,382 | 733,530 | New | $49.4 | 13F |
| CNMD | CONMED CORP | 0.61% | 760,196 | $35,752,018 | 59,925 | 8.56% | $47.03 | 13F |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | 0.59% | 993,000 | $34,248,570 | 993,000 | New | $34.49 | 13F |
| NEO | NEOGENOMICS INC | 0.59% | 4,447,331 | $34,333,395 | 2,299,331 | 107.05% | $7.72 | 13F |
| ZBIO | ZENAS BIOPHARMA INC | 0.59% | 1,562,942 | $34,697,312 | | No Change | $22.2 | 13F |
| DAWN | DAY ONE BIOPHARMACEUTICALS I | 0.57% | 4,705,413 | $33,173,162 | 982,282 | 26.38% | $7.05 | 13F |
| KYMR | KYMERA THERAPEUTICS INC | 0.55% | 572,258 | $32,389,803 | -80,742 | -12.36% | $56.6 | 13F |
| CDNA | CAREDX INC | 0.54% | 2,191,000 | $31,857,140 | 2,191,000 | New | $14.54 | 13F |
| ALNY | ALNYLAM PHARMACEUTICALS INC | 0.53% | 67,935 | $30,978,360 | -77,065 | -53.15% | $456 | 13F |
| ACHC | ACADIA HEALTHCARE COMPANY IN | 0.50% | 1,189,000 | $29,439,640 | 1,189,000 | New | $24.76 | 13F |
| SVRA | SAVARA INC | 0.49% | 7,964,000 | $28,431,480 | | No Change | $3.57 | 13F |
| SION | SIONNA THERAPEUTICS INC | 0.49% | 970,590 | $28,545,052 | | No Change | $29.41 | 13F |
| IMCR | IMMUNOCORE HLDGS PLC (PRN) | 0.46% | 30,000,000 | $27,040,830 | | No Change | $0.9 | 13F |
| LNTH | LANTHEUS HLDGS INC (PRN) | 0.45% | 25,255,000 | $26,532,954 | | No Change | $1.05 | 13F |
| PHR | PHREESIA INC | 0.45% | 1,116,752 | $26,266,007 | 102,175 | 10.07% | $23.52 | 13F |
| MRNA | MODERNA INC (Put) | 0.44% | 1,000,000 | $25,830,000 | 1,000,000 | New | $25.83 | 13F |
| VCYT | VERACYTE INC | 0.43% | 726,000 | $24,923,580 | 101,000 | 16.16% | $34.33 | 13F |
| VTR | VENTAS INC | 0.42% | 354,000 | $24,776,460 | | No Change | $69.99 | 13F |
| BBNX | BETA BIONICS INC | 0.40% | 1,168,415 | $23,216,406 | | No Change | $19.87 | 13F |
| XENE | XENON PHARMACEUTICALS INC | 0.37% | 542,020 | $21,762,103 | | No Change | $40.15 | 13F |
| CGEM | CULLINAN THERAPEUTICS INC | 0.30% | 2,927,013 | $17,357,187 | -928,539 | -24.08% | $5.93 | 13F |
| TSHA | TAYSHA GENE THERAPIES INC | 0.30% | 5,386,000 | $17,612,220 | | No Change | $3.27 | 13F |
| FHTX | FOGHORN THERAPEUTICS INC | 0.27% | 3,255,514 | $15,919,463 | | No Change | $4.89 | 13F |
| MNPR | MONOPAR THERAPEUTICS INC | 0.22% | 159,765 | $13,048,008 | 159,765 | New | $81.67 | 13F |
| EWTX | EDGEWISE THERAPEUTICS INC | 0.21% | 765,694 | $12,419,557 | -1,301,626 | -62.96% | $16.22 | 13F |
| OMDA | OMADA HEALTH INC | 0.21% | 553,107 | $12,229,196 | | No Change | $22.11 | 13F |
| TOI | THE ONCOLOGY INSTITUTE INC | 0.20% | 3,360,052 | $11,726,581 | | No Change | $3.49 | 13F |
| IART | INTEGRA LIFESCIENCES HLDGS C | 0.19% | 794,865 | $11,390,415 | | No Change | $14.33 | 13F |
| SYRE | SPYRE THERAPEUTICS INC | 0.18% | 613,665 | $10,285,025 | | No Change | $16.76 | 13F |
| GPCR | STRUCTURE THERAPEUTICS INC | 0.18% | 373,407 | $10,455,396 | | No Change | $28 | 13F |
| DCGO | DOCGO INC | 0.11% | 4,622,708 | $6,286,883 | -318,857 | -6.45% | $1.36 | 13F |
| SI | SHOULDER INNOVATIONS INC | 0.10% | 482,572 | $6,056,279 | 482,572 | New | $12.55 | 13F |
| JBIO | JADE BIOSCIENCES INC | 0.08% | 531,163 | $4,583,937 | | No Change | $8.63 | 13F |
| ALGN | ALIGN TECHNOLOGY INC | 0.07% | 32,789 | $4,105,839 | 30,844 | 1585.81% | $125.22 | 13F |
| CALC | CALCIMEDICA INC | 0.07% | 1,300,000 | $3,998,540 | | No Change | $3.08 | 13F |
| PBH | PRESTIGE CONSMR HEALTHCARE I | 0.07% | 64,563 | $4,028,731 | 64,563 | New | $62.4 | 13F |
| HAE | HAEMONETICS CORP MASS | 0.06% | 69,089 | $3,367,398 | 65,560 | 1857.75% | $48.74 | 13F |
| HTFL | HEARTFLOW INC | 0.06% | 100,000 | $3,366,000 | 100,000 | New | $33.66 | 13F |
| MMSI | MERIT MED SYS INC | 0.06% | 41,846 | $3,482,843 | 41,846 | New | $83.23 | 13F |
| KIDS | ORTHOPEDIATRICS CORP | 0.06% | 194,109 | $3,596,840 | 178,623 | 1153.45% | $18.53 | 13F |
| UFPT | UFP TECHNOLOGIES INC | 0.06% | 18,660 | $3,724,536 | 17,143 | 1130.06% | $199.6 | 13F |
| VREX | VAREX IMAGING CORP | 0.06% | 285,207 | $3,536,567 | 285,207 | New | $12.4 | 13F |
| ALEC | ALECTOR INC | 0.05% | 1,055,192 | $3,123,368 | | No Change | $2.96 | 13F |
| ATRC | ATRICURE INC | 0.05% | 87,569 | $3,086,807 | 76,431 | 686.22% | $35.25 | 13F |
| BLFS | BIOLIFE SOLUTIONS INC | 0.05% | 111,195 | $2,836,584 | 97,525 | 713.42% | $25.51 | 13F |
| BSX | BOSTON SCIENTIFIC CORP | 0.05% | 31,312 | $3,056,991 | 31,312 | New | $97.63 | 13F |
| COO | COOPER COS INC | 0.05% | 43,110 | $2,955,622 | 36,782 | 581.26% | $68.56 | 13F |
| IRTC | IRHYTHM TECHNOLOGIES INC | 0.05% | 17,262 | $2,968,891 | 17,262 | New | $171.99 | 13F |
| KVUE | KENVUE INC | 0.05% | 193,853 | $3,146,234 | 193,853 | New | $16.23 | 13F |
| RVTY | REVVITY INC | 0.05% | 33,541 | $2,939,869 | 33,541 | New | $87.65 | 13F |
| RDNT | RADNET INC | 0.05% | 39,913 | $3,041,770 | 38,407 | 2550.27% | $76.21 | 13F |
| TXG | 10X GENOMICS INC | 0.05% | 261,188 | $3,053,288 | 249,887 | 2211.19% | $11.69 | 13F |
| CHE | CHEMED CORP NEW | 0.04% | 4,664 | $2,088,259 | 4,664 | New | $447.74 | 13F |
| ENOV | ENOVIS CORPORATION | 0.04% | 69,213 | $2,099,922 | 58,946 | 574.13% | $30.34 | 13F |
| CRVL | CORVEL CORP | 0.04% | 30,216 | $2,339,323 | 28,223 | 1416.11% | $77.42 | 13F |
| DVA | DAVITA INC | 0.04% | 18,567 | $2,466,997 | 16,466 | 783.72% | $132.87 | 13F |
| LMAT | LEMAITRE VASCULAR INC | 0.04% | 29,959 | $2,621,712 | 25,790 | 618.61% | $87.51 | 13F |
| STAA | STAAR SURGICAL CO | 0.04% | 96,989 | $2,606,094 | 96,989 | New | $26.87 | 13F |
| TRUP | TRUPANION INC | 0.04% | 57,045 | $2,468,908 | 57,045 | New | $43.28 | 13F |
| WAT | WATERS CORP | 0.04% | 7,885 | $2,364,002 | 7,885 | New | $299.81 | 13F |
| ISRG | INTUITIVE SURGICAL INC | 0.04% | 5,438 | $2,432,037 | 5,438 | New | $447.23 | 13F |
| ALHC | ALIGNMENT HEALTHCARE INC | 0.03% | 102,942 | $1,796,338 | -239,616 | -69.95% | $17.45 | 13F |
| ANNX | ANNEXON INC | 0.03% | 583,913 | $1,780,935 | | No Change | $3.05 | 13F |
| DXCM | DEXCOM INC | 0.03% | 22,287 | $1,499,692 | 22,287 | New | $67.29 | 13F |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 0.03% | 21,924 | $1,646,492 | 21,924 | New | $75.1 | 13F |
| NHC | NATIONAL HEALTHCARE CORP | 0.03% | 14,584 | $1,772,102 | 11,658 | 398.43% | $121.51 | 13F |
| PEN | PENUMBRA INC | 0.03% | 6,411 | $1,624,035 | 6,411 | New | $253.32 | 13F |
| RGEN | REPLIGEN CORP | 0.03% | 12,909 | $1,725,546 | 11,281 | 692.94% | $133.67 | 13F |
| TFX | TELEFLEX INCORPORATED | 0.03% | 13,572 | $1,660,670 | 11,767 | 651.91% | $122.36 | 13F |
| NAMSW | NEWAMSTERDAM PHARMA COMPANY | 0.03% | 92,787 | $1,587,586 | | No Change | $17.11 | 13F |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | 0.02% | 60,328 | $902,507 | 60,328 | New | $14.96 | 13F |
| ATEC | ALPHATEC HLDGS INC | 0.02% | 65,262 | $948,909 | 48,179 | 282.03% | $14.54 | 13F |
| AVNS | AVANOS MED INC | 0.02% | 122,899 | $1,420,712 | 122,899 | New | $11.56 | 13F |
| ELUT | ELUTIA INC | 0.02% | 1,371,603 | $1,221,001 | 1,371,603 | New | $0.89 | 13F |
| BAX | BAXTER INTL INC | 0.02% | 42,744 | $973,281 | -1,880,356 | -97.78% | $22.77 | 13F |
| BRBR | BELLRING BRANDS INC | 0.02% | 34,232 | $1,244,333 | 34,232 | New | $36.35 | 13F |
| TECH | BIO-TECHNE CORP | 0.02% | 20,979 | $1,167,062 | 20,979 | New | $55.63 | 13F |
| PHGE | BIOMX INC | 0.02% | 2,494,108 | $1,309,407 | | No Change | $0.53 | 13F |
| AZTA | AZENTA INC | 0.02% | 41,004 | $1,177,635 | 41,004 | New | $28.72 | 13F |
| DHR | DANAHER CORPORATION | 0.02% | 6,421 | $1,273,027 | 6,253 | 3722.02% | $198.26 | 13F |
| PODD | INSULET CORP | 0.02% | 4,480 | $1,383,110 | 4,480 | New | $308.73 | 13F |
| ITGR | INTEGER HLDGS CORP | 0.02% | 12,528 | $1,294,518 | 12,528 | New | $103.33 | 13F |
| MOH | MOLINA HEALTHCARE INC | 0.02% | 5,047 | $965,794 | 5,047 | New | $191.36 | 13F |
| TMDX | TRANSMEDICS GROUP INC | 0.02% | 12,752 | $1,430,774 | 12,752 | New | $112.2 | 13F |
| XERS | XERIS BIOPHARMA HOLDINGS INC | 0.02% | 120,900 | $984,126 | 98,326 | 435.57% | $8.14 | 13F |
| ZTS | ZOETIS INC | 0.02% | 8,554 | $1,251,621 | 7,244 | 552.98% | $146.32 | 13F |
| GMED | GLOBUS MED INC | 0.01% | 11,106 | $636,041 | 11,106 | New | $57.27 | 13F |
| HQY | HEALTHEQUITY INC | 0.01% | 7,060 | $669,076 | 7,060 | New | $94.77 | 13F |
| MDXG | MIMEDX GROUP INC | 0.01% | 104,870 | $731,993 | 65,519 | 166.5% | $6.98 | 13F |
| SYK | STRYKER CORPORATION | 0.01% | 1,988 | $734,904 | 1,988 | New | $369.67 | 13F |
| TWST | TWIST BIOSCIENCE CORP | 0.01% | 23,827 | $670,492 | | No Change | $28.14 | 13F |
| STE | STERIS PLC | 0.01% | 2,578 | $637,900 | 2,578 | New | $247.44 | 13F |
| EW | EDWARDS LIFESCIENCES CORP | 0.00844% | 6,349 | $493,762 | 6,349 | New | $77.77 | 13F |
| TMO | THERMO FISHER SCIENTIFIC INC | 0.00783% | 944 | $457,859 | 28 | 3.06% | $485.02 | 13F |
| SHC | SOTERA HEALTH CO | 0.00683% | 25,384 | $399,290 | -19,858 | -43.89% | $15.73 | 13F |
| XRAY | DENTSPLY SIRONA INC | 0.00655% | 30,183 | $383,022 | 30,183 | New | $12.69 | 13F |
| LH | LABCORP HOLDINGS INC | 0.00519% | 1,057 | $303,422 | 1,057 | New | $287.06 | 13F |
| SCI | SERVICE CORP INTL | 0.00517% | 3,635 | $302,505 | 3,635 | New | $83.22 | 13F |
| HSIC | HENRY SCHEIN INC | 0.00476% | 4,191 | $278,157 | 4,191 | New | $66.37 | 13F |
| SUPN | SUPERNUS PHARMACEUTICALS INC | 0.00436% | 5,331 | $254,768 | 5,331 | New | $47.79 | 13F |
| HUM | HUMANA INC | 0.00408% | 917 | $238,576 | | No Change | $260.17 | 13F |
| OGN | ORGANON & CO | 0.00299% | 16,388 | $175,024 | | No Change | $10.68 | 13F |
| TOIIW | THE ONCOLOGY INSTITUTE INC | 0.00256% | 1,250,000 | $150,000 | | No Change | $0.12 | 13F |
| TNDM | TANDEM DIABETES CARE INC | 0.00253% | 12,195 | $148,047 | 12,195 | New | $12.14 | 13F |
| CYH | COMMUNITY HEALTH SYS INC NEW | 0.00180% | 32,720 | $105,031 | -22,983 | -41.26% | $3.21 | 13F |
| QSIAW | QUANTUM SI INC | 0.00154% | 333,333 | $90,000 | | No Change | $0.27 | 13F |
| NUVBWS | NUVATION BIO INC | 0.00058% | 166,666 | $33,683 | | No Change | $0.2 | 13F |
| BFLYWS | BUTTERFLY NETWORK INC | 0.00057% | 733,333 | $33,440 | | No Change | $0.05 | 13F |
| EBS | EMERGENT BIOSOLUTIONS INC | 0.00028% | 1,872 | $16,511 | | No Change | $8.82 | 13F |
| PMVP | PMV PHARMACEUTICALS INC | 0.00021% | 8,790 | $12,306 | | No Change | $1.4 | 13F |
| MYGN | MYRIAD GENETICS INC | 0.00006% | 505 | $3,651 | | No Change | $7.23 | 13F |
| SRZNW | SURROZEN INC | 0.00005% | 166,666 | $2,967 | | No Change | $0.02 | 13F |
| ALNY | ALNYLAM PHARMACEUTICALS INC (PRN) | | | | -110,000,000 | Exited | | 13F |
| AMED | AMEDISYS INC | | | | -2,744 | Exited | | 13F |
| AMPH | AMPHASTAR PHARMACEUTICALS IN | | | | -9,579 | Exited | | 13F |
| CRL | CHARLES RIV LABS INTL INC | | | | -43 | Exited | | 13F |
| DCTH | DELCATH SYS INC | | | | -812,561 | Exited | | 13F |
| HLVX | HILLEVAX INC | | | | -1,882,654 | Exited | | 13F |
| IART | INTEGRA LIFESCIENCES HLDGS C (PRN) | | | | -174,364,000 | Exited | | 13F |
| IQV | IQVIA HLDGS INC | | | | -1,623 | Exited | | 13F |
| LQDA | LIQUIDIA CORPORATION | | | | -1,616,778 | Exited | | 13F |
| MEDP | MEDPACE HLDGS INC | | | | -736 | Exited | | 13F |
| MREO | MEREO BIOPHARMA GROUP PLC | | | | -6,710,429 | Exited | | 13F |
| MRNA | MODERNA INC | | | | -1,000,000 | Exited | | 13F |
| NPCE | NEUROPACE INC | | | | -500,000 | Exited | | 13F |
| OSCR | OSCAR HEALTH INC | | | | -11,649,591 | Exited | | 13F |
| PACS | PACS GROUP INC | | | | -11,421 | Exited | | 13F |
| LUNG | PULMONX CORP | | | | -1,890,000 | Exited | | 13F |
| RXST | RXSIGHT INC | | | | -888,950 | Exited | | 13F |
| SLP | SIMULATIONS PLUS INC | | | | -354,089 | Exited | | 13F |
| UHS | UNIVERSAL HLTH SVCS INC | | | | -1,597 | Exited | | 13F |
| PCVX | VAXCYTE INC | | | | -225,000 | Exited | | 13F |
| XERS | XERIS BIOPHARMA HOLDINGS INC (PRN) | | | | -10,500,000 | Exited | | 13F |
| NVCR | NOVOCURE LTD | | | | -825,119 | Exited | | 13F |
