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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | STRYKER CORPORATION | $50.9M | 154,771 | 5.24% |
| 2 | DEXCOM INC | $43.3M | 689,822 | 4.47% |
| 3 | KALVISTA PHARMACEUTICALS INC | $36.9M | 1,835,506 | 3.81% |
| 4 | INSULET CORP | $32.9M | 156,561 | 3.39% |
| 5 | ELI LILLY & CO | $31.8M | 34,616 | 3.28% |
| 6 | PTC THERAPEUTICS INC | $29.4M | 431,364 | 3.03% |
| 7 | XENON PHARMACEUTICALS INC | $28.9M | 497,035 | 2.98% |
| 8 | BOSTON SCIENTIFIC CORP | $28.2M | 448,768 | 2.90% |
| 9 | CVS HEALTH CORP | $27.8M | 387,306 | 2.87% |
| 10 | ARCUS BIOSCIENCES INC | $26.1M | 1,207,274 | 2.69% |
| 11 | LIVANOVA PLC | $25.7M | 403,965 | 2.65% |
| 12 | ZIMMER BIOMET HOLDINGS INC | $24.4M | 269,557 | 2.51% |
| 13 | MBX BIOSCIENCES INC | $23.9M | 800,037 | 2.46% |
| 14 | ANI PHARMACEUTICALS INC | $21.6M | 280,575 | 2.23% |
| 15 | SYNDAX PHARMACEUTICALS INC | $21.1M | 901,511 | 2.17% |
| 16 | QIAGEN NV | $20.0M | 500,000 | 2.06% |
| 17 | ENVISTA HOLDINGS CORPORATION | $18.1M | 711,693 | 1.86% |
| 18 | EYEPOINT INC | $17.5M | 1,354,800 | 1.80% |
| 19 | ABBVIE INC | $16.3M | 75,000 | 1.68% |
| 20 | BIOCRYST PHARMACEUTICALS INC | $16.3M | 1,708,099 | 1.68% |
| 21 | IQVIA HLDGS INC | $14.8M | 86,702 | 1.52% |
| 22 | AGIOS PHARMACEUTICALS INC | $13.7M | 403,525 | 1.41% |
| 23 | ILLUMINA INC | $13.6M | 110,370 | 1.40% |
| 24 | EDWARDS LIFESCIENCES CORP | $13.4M | 167,155 | 1.38% |
| 25 | NEUROCRINE BIOSCIENCES INC | $13.1M | 99,069 | 1.35% |
| 26 | KINIKSA PHARMACEUTICALS INTL | $12.5M | 259,184 | 1.29% |
| 27 | ASSEMBLY BIOSCIENCES INC | $11.4M | 411,227 | 1.18% |
| 28 | STRUCTURE THERAPEUTICS INC | $11.2M | 232,093 | 1.15% |
| 29 | MCKESSON CORP | $11.0M | 12,676 | 1.13% |
| 30 | STOKE THERAPEUTICS INC | $11.0M | 336,519 | 1.13% |
| 31 | VIRIDIAN THERAPEUTICS INC | $10.9M | 557,936 | 1.13% |
| 32 | WAYSTAR HLDG CORP | $10.7M | 443,058 | 1.10% |
| 33 | MINERALYS THERAPEUTICS INC | $10.3M | 380,137 | 1.06% |
| 34 | EDGEWISE THERAPEUTICS INC | $10.2M | 322,828 | 1.05% |
| 35 | XERIS BIOPHARMA HOLDINGS INC | $10.0M | 1,721,264 | 1.03% |
| 36 | TENET HEALTHCARE CORP | $9.5M | 50,123 | 0.98% |
| 37 | ARTIVION INC | $9.2M | 252,014 | 0.95% |
| 38 | NUVALENT INC | $9.0M | 88,078 | 0.93% |
| 39 | ALPHATEC HLDGS INC | $9.0M | 823,763 | 0.92% |
| 40 | ALNYLAM PHARMACEUTICALS INC | $8.9M | 26,916 | 0.92% |
| 41 | AXOGEN INC | $8.9M | 268,160 | 0.92% |
| 42 | IMMUNOME INC | $8.8M | 403,487 | 0.91% |
| 43 | AMYLYX PHARMACEUTICALS INC | $8.6M | 621,458 | 0.89% |
| 44 | IDEXX LABS INC | $8.4M | 15,000 | 0.87% |
| 45 | WATERS CORP | $7.9M | 26,447 | 0.81% |
| 46 | ADAPTIVE BIOTECHNOLOGIES COR | $7.7M | 551,815 | 0.79% |
| 47 | UPSTREAM BIO INC | $7.1M | 786,783 | 0.73% |
| 48 | ERASCA INC | $6.6M | 406,702 | 0.68% |
| 49 | APOGEE THERAPEUTICS INC | $6.5M | 77,686 | 0.67% |
| 50 | COOPER COS INC | $6.4M | 89,883 | 0.66% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.