| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| VTRS | VIATRIS INC | 3.91% | 24,023,907 | $214,533,490 | 32,313 | 0.13% | $8.93 | 13F |
| MRUS | MERUS N V | 3.24% | 3,384,628 | $178,031,433 | 210,700 | 6.64% | $52.6 | 13F |
| CNC | CENTENE CORP DEL | 3.15% | 3,185,370 | $172,901,884 | 513,449 | 19.22% | $54.28 | 13F |
| UTHR | UNITED THERAPEUTICS CORP DEL | 2.83% | 540,626 | $155,348,881 | 265,400 | 96.43% | $287.35 | 13F |
| RVMD | REVOLUTION MEDICINES INC | 2.27% | 3,384,072 | $124,500,009 | 66,740 | 2.01% | $36.79 | 13F |
| LEGN | LEGEND BIOTECH CORP | 1.91% | 2,962,338 | $105,133,376 | 1,218,783 | 69.9% | $35.49 | 13F |
| PFE | PFIZER INC | 1.90% | 4,306,264 | $104,383,839 | 958,968 | 28.65% | $24.24 | 13F |
| AHCO | ADAPTHEALTH CORP | 1.70% | 9,904,895 | $93,403,160 | 193,485 | 1.99% | $9.43 | 13F |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | 1.69% | 5,115,953 | $92,649,909 | 1,011,996 | 24.66% | $18.11 | 13F |
| IDYA | IDEAYA BIOSCIENCES INC | 1.50% | 3,915,311 | $82,299,837 | 647,760 | 19.82% | $21.02 | 13F |
| VERA | VERA THERAPEUTICS INC | 1.44% | 3,348,117 | $78,881,637 | 2,298,117 | 218.87% | $23.56 | 13F |
| INSM | INSMED INC | 1.28% | 700,700 | $70,518,448 | 242,700 | 52.99% | $100.64 | 13F |
| IRON | DISC MEDICINE INC | 0.89% | 919,403 | $48,691,583 | 137,070 | 17.52% | $52.96 | 13F |
| CERT | CERTARA INC | 0.84% | 3,926,099 | $45,935,358 | 1,903,483 | 94.11% | $11.7 | 13F |
| NVST | ENVISTA HOLDINGS CORPORATION | 0.79% | 2,215,845 | $43,297,611 | 190,902 | 9.43% | $19.54 | 13F |
| CNMD | CONMED CORP | 0.66% | 700,271 | $36,470,114 | 89,271 | 14.61% | $52.08 | 13F |
| PHR | PHREESIA INC | 0.53% | 1,014,577 | $28,874,861 | 4,733 | 0.47% | $28.46 | 13F |
| PRAX | PRAXIS PRECISION MEDICINES I | 0.53% | 686,931 | $28,885,449 | 67,000 | 10.81% | $42.05 | 13F |
| KYMR | KYMERA THERAPEUTICS INC | 0.52% | 653,000 | $28,496,920 | 60,000 | 10.12% | $43.64 | 13F |
| EMBC | EMBECTA CORP | 0.49% | 2,749,712 | $26,644,709 | 29,177 | 1.07% | $9.69 | 13F |
| DAWN | DAY ONE BIOPHARMACEUTICALS I | 0.44% | 3,723,131 | $24,200,352 | 762,391 | 25.75% | $6.5 | 13F |
| COGT | COGENT BIOSCIENCES INC | 0.35% | 2,640,215 | $18,956,744 | 6,353 | 0.24% | $7.18 | 13F |
| BBNX | BETA BIONICS INC | 0.31% | 1,168,415 | $17,012,122 | 152,415 | 15% | $14.56 | 13F |
| SION | SIONNA THERAPEUTICS INC | 0.31% | 970,590 | $16,839,737 | 223,590 | 29.93% | $17.35 | 13F |
| NVCR | NOVOCURE LTD | 0.27% | 825,119 | $14,687,118 | 175,000 | 26.92% | $17.8 | 13F |
| RXST | RXSIGHT INC | 0.21% | 888,950 | $11,556,350 | 496,618 | 126.58% | $13 | 13F |
| SYRE | SPYRE THERAPEUTICS INC | 0.17% | 613,665 | $9,186,565 | 163,665 | 36.37% | $14.97 | 13F |
| CYH | COMMUNITY HEALTH SYS INC NEW | 0.00345% | 55,703 | $189,390 | 43,986 | 375.4% | $3.4 | 13F |