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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| INSM | INSMED INC | 15.39% | 5,511,721 | $170,808,234 | -377,770 | -6.41% | $30.99 | 13F |
| FOLD | AMICUS THERAPEUTICS INC | 13.26% | 10,373,715 | $147,203,016 | -150,307 | -1.43% | $14.19 | 13F |
| BMRN | BIOMARIN PHARMACEUTICAL INC | 13.04% | 1,500,749 | $144,702,219 | -330,286 | -18.04% | $96.42 | 13F |
| BIIB | BIOGEN INC | 8.87% | 380,417 | $98,440,507 | -865 | -0.23% | $258.77 | 13F |
| UTHR | UNITED THERAPEUTICS CORP | 7.84% | 395,784 | $87,028,944 | -180,123 | -31.28% | $219.89 | 13F |
| ACAD | ACADIA PHARMACEUTICALS INC | 6.8% | 2,409,556 | $75,443,198 | 3,763 | 0.16% | $31.31 | 13F |
| PRTA | PROTHENA CORP PLC | 5.44% | 1,660,057 | $60,326,471 | 2,599 | 0.16% | $36.34 | 13F |
| RVNC | REVANCE THERAPEUTICS INC | 4.15% | 5,237,284 | $46,035,726 | 8,675 | 0.17% | $8.79 | 13F |
| STAA | STAAR SURGICAL CO | 3.87% | 1,376,950 | $42,974,610 | 2,128 | 0.15% | $31.21 | 13F |
| ALNY | ALNYLAM PHARMACEUTICALS INC | 2.66% | 154,437 | $29,560,786 | 154,437 | New | $191.41 | 13F |
| EHTH | EHEALTH INC | 2.15% | 2,739,379 | $23,887,385 | No Change | $8.72 | 13F | |
| SAGE | SAGE THERAPEUTICS INC | 1.94% | 991,525 | $21,486,347 | -14,251 | -1.42% | $21.67 | 13F |
| SRPT | SAREPTA THERAPEUTICS INC | 1.75% | 200,905 | $19,373,269 | 106,875 | 113.66% | $96.43 | 13F |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | 1.54% | 2,106,792 | $17,128,219 | 2,106,792 | New | $8.13 | 13F |
| ALKS | ALKERMES PLC | 1.51% | 603,400 | $16,738,316 | No Change | $27.74 | 13F | |
| NVRO | NEVRO CORP | 1.45% | 750,371 | $16,147,984 | 363,539 | 93.98% | $21.52 | 13F |
| ALGN | ALIGN TECHNOLOGY INC | 1.38% | 55,705 | $15,263,170 | No Change | $274 | 13F | |
| ANAB | ANAPTYSBIO INC | 1.33% | 686,882 | $14,713,012 | 255,658 | 59.29% | $21.42 | 13F |
| SNDX | SYNDAX PHARMACEUTICALS INC | 0.92% | 472,600 | $10,212,886 | No Change | $21.61 | 13F | |
| CYTK | CYTOKINETICS INC | 0.84% | 111,717 | $9,327,252 | No Change | $83.49 | 13F | |
| NVCR | NOVOCURE LTD | 0.76% | 561,908 | $8,389,286 | -98,367 | -14.9% | $14.93 | 13F |
| VERV | VERVE THERAPEUTICS INC | 0.72% | 575,817 | $8,026,889 | 575,817 | New | $13.94 | 13F |
| GOSS | GOSSAMER BIO INC | 0.59% | 5,958,888 | $6,530,288 | -571,400 | -8.75% | $1.1 | 13F |
| BLUE | BLUEBIRD BIO INC | 0.41% | 3,333,333 | $4,600,000 | 3,333,333 | New | $1.38 | 13F |
| KPTI | KARYOPHARM THERAPEUTICS INC | 0.4% | 5,102,193 | $4,413,397 | -573,683 | -10.11% | $0.87 | 13F |
| RLMD | RELMADA THERAPEUTICS INC | 0.27% | 732,400 | $3,032,136 | No Change | $4.14 | 13F | |
| MIRM | MIRUM PHARMACEUTICALS INC | 0.17% | 64,700 | $1,909,944 | No Change | $29.52 | 13F | |
| VNDA | VANDA PHARMACEUTICALS INC | 0.11% | 278,985 | $1,177,317 | No Change | $4.22 | 13F | |
| TVTX | TRAVERE THERAPEUTICS INC | 0.09% | 110,719 | $995,364 | -55,350 | -33.33% | $8.99 | 13F |
| VYNE | VYNE THERAPEUTICS INC PIPE | 0.09% | 445,434 | $1,037,861 | 445,434 | New | $2.33 | 13F |
| SGHT | SIGHT SCIENCES INC | 0.08% | 173,790 | $896,756 | 173,790 | New | $5.16 | 13F |
| TSHA | TAYSHA GENE THERAPIES INC | 0.08% | 529,861 | $937,854 | 529,861 | New | $1.77 | 13F |
| ALDX | ALDEYRA THERAPEUTICS INC | 0.07% | 225,465 | $791,382 | 64,665 | 40.21% | $3.51 | 13F |
| URGN | UROGEN PHARMA LTD | 0.03% | 24,500 | $367,500 | No Change | $15 | 13F | |
| KZR | KEZAR LIFE SCIENCES INC | -656,200 | Exited | 13F | ||||
| TCMD | TACTILE SYSTEMS TECHNOLOGY I | -27,100 | Exited | 13F |