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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | KRYSTAL BIOTECH INC | $297.9M | 1,153,087 | 12.06% |
| 2 | CELCUITY INC | $146.6M | 1,284,378 | 5.94% |
| 3 | TG THERAPEUTICS INC | $133.9M | 4,029,319 | 5.42% |
| 4 | INSULET CORP | $118.0M | 562,500 | 4.78% |
| 5 | NOVOCURE LTD | $114.4M | 10,492,391 | 4.63% |
| 6 | UNITED THERAPEUTICS CORP DEL | $111.0M | 187,187 | 4.50% |
| 7 | PRAXIS PRECISION MEDICINES I | $106.5M | 330,517 | 4.31% |
| 8 | VERICEL CORP | $82.0M | 2,549,079 | 3.32% |
| 9 | ALKERMES PLC | $69.7M | 1,970,864 | 2.82% |
| 10 | ANI PHARMACEUTICALS INC | $63.1M | 820,243 | 2.55% |
| 11 | GLOBUS MED INC | $62.9M | 729,467 | 2.55% |
| 12 | GERON CORP | $61.8M | 41,508,659 | 2.50% |
| 13 | TWIST BIOSCIENCE CORP | $58.3M | 1,226,629 | 2.36% |
| 14 | EDGEWISE THERAPEUTICS INC | $45.7M | 1,449,915 | 1.85% |
| 15 | BETA BIONICS INC | $43.6M | 4,354,501 | 1.77% |
| 16 | ALNYLAM PHARMACEUTICALS INC | $43.6M | 131,650 | 1.76% |
| 17 | SYNDAX PHARMACEUTICALS INC | $40.3M | 1,726,908 | 1.63% |
| 18 | INDIVIOR PHARMACEUTICALS INC | $38.8M | 1,274,000 | 1.57% |
| 19 | NEUROPACE INC | $38.6M | 2,932,207 | 1.56% |
| 20 | LIVANOVA PLC | $37.0M | 582,500 | 1.50% |
| 21 | MIRUM PHARMACEUTICALS INC | $37.0M | 400,306 | 1.50% |
| 22 | BIOMARIN PHARMACEUTICAL INC | $36.8M | 650,572 | 1.49% |
| 23 | PROGYNY INC | $35.1M | 2,067,000 | 1.42% |
| 24 | INSPIRE MED SYS INC | $29.7M | 576,299 | 1.20% |
| 25 | EDAP TMS S A | $27.2M | 7,309,254 | 1.10% |
| 26 | KINIKSA PHARMACEUTICALS INTL | $25.1M | 521,353 | 1.02% |
| 27 | MERCK & CO INC | $24.4M | 203,000 | 0.99% |
| 28 | ORGANOGENESIS HLDGS INC | $23.9M | 10,085,951 | 0.97% |
| 29 | NATERA INC | $23.8M | 119,000 | 0.96% |
| 30 | AXOGEN INC | $22.5M | 679,170 | 0.91% |
| 31 | VAXCYTE INC | $22.4M | 385,472 | 0.91% |
| 32 | ICON PLC | $21.2M | 192,000 | 0.86% |
| 33 | PHARVARIS N V | $19.8M | 702,052 | 0.80% |
| 34 | CERUS CORP | $19.6M | 10,753,700 | 0.79% |
| 35 | TREVI THERAPEUTICS INC | $19.3M | 1,620,000 | 0.78% |
| 36 | INHIBIKASE THERAPEUTICS INC | $18.3M | 10,875,000 | 0.74% |
| 37 | CONTEXT THERAPEUTICS INC | $18.2M | 6,963,141 | 0.74% |
| 38 | VIR BIOTECHNOLOGY INC | $17.9M | 2,002,000 | 0.73% |
| 39 | XENON PHARMACEUTICALS INC | $17.0M | 292,000 | 0.69% |
| 40 | TRAVERE THERAPEUTICS INC | $16.2M | 546,000 | 0.66% |
| 41 | TANDEM DIABETES CARE INC | $15.0M | 783,000 | 0.61% |
| 42 | NURIX THERAPEUTICS INC | $14.5M | 938,163 | 0.59% |
| 43 | UROGEN PHARMA LTD | $13.1M | 727,000 | 0.53% |
| 44 | SIONNA THERAPEUTICS INC | $11.8M | 293,500 | 0.48% |
| 45 | CORCEPT THERAPEUTICS INC | $11.5M | 285,531 | 0.47% |
| 46 | JADE BIOSCIENCES INC | $11.2M | 796,744 | 0.45% |
| 47 | VERACYTE INC | $10.3M | 319,912 | 0.42% |
| 48 | INVIVYD INC | $10.0M | 7,708,727 | 0.41% |
| 49 | C4 THERAPEUTICS INC | $10.0M | 3,803,942 | 0.41% |
| 50 | ORTHOPEDIATRICS CORP | $9.8M | 615,447 | 0.40% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.