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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | AXOGEN INC | $132.6M | 4002768 | 11.88% |
| 2 | PALVELLA THERAPEUTICS INC | $122.3M | 980758 | 10.96% |
| 3 | NEOGENOMICS INC | $72.2M | 9729978 | 6.47% |
| 4 | SI-BONE INC | $67.6M | 5353190 | 6.06% |
| 5 | CENTESSA PHARMACEUTICALS LIMITED | $62.0M | 1560991 | 5.56% |
| 6 | APOGEE THERAPEUTICS INC | $48.5M | 576684 | 4.35% |
| 7 | AMYLYX PHARMACEUTICALS INC | $44.4M | 3190645 | 3.97% |
| 8 | TWIST BIOSCIENCE CORPORATION | $41.8M | 878848 | 3.74% |
| 9 | CRINETICS PHARMACEUTICALS INC | $39.6M | 1089670 | 3.55% |
| 10 | 908 DEVICES INC | $37.2M | 6072563 | 3.33% |
| 11 | NEUROPACE INC | $32.3M | 2459966 | 2.90% |
| 12 | EDGEWISE THERAPEUTICS INC | $31.6M | 1001846 | 2.83% |
| 13 | ANAPTYS BIO INC | $31.4M | 565431 | 2.81% |
| 14 | SIMULATIONS PLUS INC | $31.1M | 2632823 | 2.79% |
| 15 | GUARDANT HEALTH | $25.9M | 280299 | 2.32% |
| 16 | TANDEM DIABETES CARE INC | $25.2M | 1314715 | 2.26% |
| 17 | ATRICURE INC | $20.8M | 729521 | 1.87% |
| 18 | TRISALUS LIFE SCIENCES INC | $20.3M | 5066827 | 1.82% |
| 19 | TECTONIC THERAPEUTICS INC | $20.0M | 647743 | 1.79% |
| 20 | IRHYTHM TECHNOLOGIES | $19.8M | 168116 | 1.78% |
| 21 | SEPTERNA INC | $17.6M | 732860 | 1.58% |
| 22 | ESTABLISHMENT LABS HOLDINGS | $17.5M | 307738 | 1.57% |
| 23 | HEALTH CATALYST INC | $16.4M | 12878700 | 1.47% |
| 24 | OMNICELL INC | $16.4M | 489846 | 1.47% |
| 25 | KORU MEDICAL SYSTEMS INC | $16.3M | 3768380 | 1.46% |
| 26 | GENEDX HOLDINGS CORP | $15.6M | 242927 | 1.40% |
| 27 | WAVE LIFE SCIENCES LTD | $13.4M | 1843968 | 1.20% |
| 28 | VERA THERAPEUTICS INC | $12.6M | 313906 | 1.13% |
| 29 | MIMEDX GROUP INC | $11.2M | 2842892 | 1.01% |
| 30 | BUTTERFLY NETWORK INC | $10.7M | 2660167 | 0.96% |
| 31 | SPYGLASS PHARMA INC | $9.7M | 375000 | 0.87% |
| 32 | ORGANOGENESIS HOLDINGS INC | $8.3M | 3498533 | 0.74% |
| 33 | VAXCYTE INC | $8.2M | 141784 | 0.74% |
| 34 | ENLIVEN THERAPEUTICS INC | $7.9M | 201867 | 0.71% |
| 35 | RHYTHM PHARMACEUTICALS INC | $7.6M | 87181 | 0.68% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.