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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | MIRUM PHARMACEUTICALS INC | $38.9M | 421236 | 11.92% |
| 2 | IONIS PHARMACEUTICALS INC | $37.6M | 500522 | 11.51% |
| 3 | THE CIGNA GROUP | $36.7M | 137522 | 11.24% |
| 4 | MEDTRONIC PLC | $34.5M | 398065 | 10.57% |
| 5 | TELEFLEX INCORPORATED | $33.3M | 278792 | 10.22% |
| 6 | BIOMARIN PHARMACEUTICAL INC | $30.9M | 547871 | 9.48% |
| 7 | GUARDIAN PHARMACY SVCS INC | $23.8M | 631193 | 7.28% |
| 8 | ASTRAZENECA PLC | $21.7M | 110101 | 6.65% |
| 9 | UNITEDHEALTH GROUP INC | $21.4M | 79226 | 6.57% |
| 10 | BRIDGEBIO PHARMA INC | $17.0M | 228829 | 5.21% |
| 11 | AVANOS MED INC | $16.6M | 1184909 | 5.09% |
| 12 | KODIAK SCIENCES INC | $10.7M | 281332 | 3.29% |
| 13 | TENAX THERAPEUTICS INC | $3.2M | 200000 | 0.98% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.