 UNITEDHEALTH GROUP INCUNH |
| 3.67% | 1.52% | $38.9M | 93,600 | $12.3M | 45,500 | +48,100+105.71% | Add |
 CVS HEALTH CORPCVS |
| 2.73% | 2.98% | $28.9M | 279,374 | $24.2M | 336,500 | -57,126-16.98% | Reduce |
 ASTRAZENECA PLCAZN |
| 2.69% | — | $28.5M | 151,500 | $0 | 0 | +151,500 | New Buy |
 MERCK & CO INCMRK |
| 2.59% | — | $27.4M | 213,500 | $0 | 0 | +213,500 | New Buy |
 ELI LILLY & COLLY |
| 2.53% | 3.83% | $26.8M | 22,315 | $31.0M | 33,715 | -11,400-33.81% | Reduce |
 ABBVIE INCABBV |
| 2.3% | 1.92% | $24.4M | 96,775 | $15.6M | 71,575 | +25,200+35.21% | Add |
| AALIGNMENT HEALTHCARE INCALHC |
| 2.24% | 2.29% | $23.7M | 997,083 | $18.6M | 1.1M | -56,367-5.35% | Reduce |
 EDWARDS LIFESCIENCES CORPEW |
| 2.22% | 1.61% | $23.5M | 260,000 | $13.1M | 163,000 | +97,000+59.51% | Add |
| GGILEAD SCIENCES INC COMGILD |
| 2.13% | 2.88% | $22.5M | 178,250 | $23.4M | 167,750 | +10,500+6.26% | Add |
 JAZZ PHARMACEUTICALS PLCJAZZ |
| 1.99% | 1.77% | $21.1M | 87,440 | $14.3M | 75,890 | +11,550+15.22% | Add |
 BIOGEN INCBIIB |
| 1.93% | 2.47% | $20.5M | 94,850 | $20.0M | 109,100 | -14,250-13.06% | Reduce |
 STRYKER CORPORATIONSYK |
| 1.93% | 1.94% | $20.5M | 65,000 | $15.7M | 47,800 | +17,200+35.98% | Add |
 BOSTON SCIENTIFIC CORP COMBSX |
| 1.81% | 4.84% | $19.2M | 450,500 | $39.2M | 625,000 | -174,500-27.92% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 1.74% | — | $18.4M | 72,500 | $0 | 0 | +72,500 | New Buy |
 GUARDANT HEALTH INCGH |
| 1.63% | 1.65% | $17.3M | 115,000 | $13.4M | 145,000 | -30,000-20.69% | Reduce |
 REGENERON PHARMACEUTICALSREGN |
| 1.61% | 4.59% | $17.1M | 27,390 | $37.2M | 48,100 | -20,710-43.06% | Reduce |
| GGLAUKOS CORP COMGKOS |
| 1.57% | 1.12% | $16.6M | 119,000 | $9.0M | 84,000 | +35,000+41.67% | Add |
 BIOMARIN PHARMACEUTICAL INCBMRN |
| 1.57% | 1.44% | $16.6M | 290,500 | $11.7M | 207,000 | +83,500+40.34% | Add |
 NURIX THERAPEUTICS INCNRIX |
| 1.57% | 0.6% | $16.6M | 684,250 | $4.9M | 313,500 | +370,750+118.26% | Add |
 NATERA INCNTRA |
| 1.56% | 1.27% | $16.6M | 61,050 | $10.3M | 51,600 | +9,450+18.31% | Add |
| MMIRUM PHARMACEUTICALS INCMIRM |
| 1.54% | 1.06% | $16.3M | 139,205 | $8.6M | 92,605 | +46,600+50.32% | Add |
 INSMED INCINSM |
| 1.53% | 3.22% | $16.2M | 151,960 | $26.1M | 159,760 | -7,800-4.88% | Reduce |
| TTENET HEALTHCARE CORPTHC |
| 1.5% | 1.26% | $15.9M | 85,200 | $10.2M | 54,000 | +31,200+57.78% | Add |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.49% | 2.51% | $15.8M | 31,580 | $20.3M | 41,340 | -9,760-23.61% | Reduce |
 CENTENE CORP DEL COMCNC |
| 1.48% | — | $15.7M | 244,000 | $0 | 0 | +244,000 | New Buy |
 AXSOME THERAPEUTICS INC.AXSM |
| 1.46% | 1.33% | $15.4M | 63,050 | $10.8M | 63,800 | -750-1.18% | Reduce |
 DANAHER CORP DEL COMDHR |
| 1.44% | 0.42% | $15.3M | 80,252 | $3.4M | 18,052 | +62,200+344.56% | Add |
 VERTEX PHARMACEUTICALS INCVRTX |
| 1.44% | 2.4% | $15.2M | 30,685 | $19.4M | 43,485 | -12,800-29.44% | Reduce |
| AANTERIS TECHNOLOGIES GLOBAL COMAVR |
| 1.43% | 0.99% | $15.2M | 1.5M | $8.0M | 1.4M | +100,000+6.95% | Add |
 NEUROCRINE BIOSCIENCES INCNBIX |
| 1.37% | 1.64% | $14.5M | 85,841 | $13.3M | 100,841 | -15,000-14.87% | Reduce |
 PENNANT GROUP INCPNTG |
| 1.3% | 1.04% | $13.7M | 371,471 | $8.4M | 275,399 | +96,072+34.88% | Add |
 INTUITIVE SURGICAL INCISRG |
| 1.3% | 2.1% | $13.7M | 34,500 | $17.0M | 36,846 | -2,346-6.37% | Reduce |
 ELEVANCE HEALTH INC FORMERLYELV |
| 1.27% | 1.17% | $13.5M | 34,900 | $9.5M | 32,300 | +2,600+8.05% | Add |
 LIVANOVA PLCLIVN |
| 1.27% | 1.22% | $13.5M | 164,000 | $9.9M | 155,000 | +9,000+5.81% | Add |
 CENCORA INCCOR |
| 1.25% | 2.03% | $13.2M | 46,778 | $16.5M | 52,375 | -5,597-10.69% | Reduce |
| CCHARLES RIV LABS INTL INCCRL |
| 1.22% | 0.55% | $13.0M | 57,200 | $4.5M | 26,000 | +31,200+120.00% | Add |
 IDEAYA BIOSCIENCES INCIDYA |
| 1.21% | 1.05% | $12.8M | 343,800 | $8.5M | 255,500 | +88,300+34.56% | Add |
 MCKESSON CORP COMMCK |
| 1.18% | 1.8% | $12.5M | 16,550 | $14.6M | 16,850 | -300-1.78% | Reduce |
 SYNDAX PHARMACEUTICALS INCSNDX |
| 1.16% | 1.09% | $12.2M | 560,250 | $8.9M | 379,250 | +181,000+47.73% | Add |
| BBRIGHTSPRING HEALTH SVCS INCBTSG |
| 1.09% | 0.26% | $11.6M | 165,896 | $2.1M | 50,000 | +115,896+231.79% | Add |
 MEDTRONIC PLCMDT |
| 1.07% | 0.96% | $11.3M | 145,000 | $7.8M | 90,000 | +55,000+61.11% | Add |
 MINERALYS THERAPEUTICS INCMLYS |
| 1.06% | 0.88% | $11.2M | 416,371 | $7.1M | 263,071 | +153,300+58.27% | Add |
 OSCAR HEALTH INCOSCR |
| 1.06% | 0.93% | $11.2M | 392,000 | $7.6M | 660,000 | -268,000-40.61% | Reduce |
 ROYALTY PHARMA PLCRPRX |
| 1.04% | 1.38% | $11.0M | 197,000 | $11.2M | 233,000 | -36,000-15.45% | Reduce |
 DEXCOM INCDXCM |
| 1.02% | — | $10.8M | 160,000 | $0 | 0 | +160,000 | New Buy |
 ALIGN TECHNOLOGY INC COM USD0.0001ALGN |
| 1% | 0.16% | $10.6M | 63,000 | $1.3M | 7,500 | +55,500+740.00% | Add |
| SSPYRE THERAPEUTICS INCSYRE |
| 1% | — | $10.6M | 119,300 | $0 | 0 | +119,300 | New Buy |
 RELAY THERAPEUTICS INCRLAY |
| 1% | 0.44% | $10.6M | 566,000 | $3.6M | 360,000 | +206,000+57.22% | Add |
 ARROWHEAD PHARMACEUTICALS INARWR |
| 0.98% | 1.12% | $10.4M | 128,000 | $9.1M | 144,500 | -16,500-11.42% | Reduce |
 AGILENT TECHNOLOGIES INC COMA |
| 0.94% | 0.35% | $10.0M | 75,000 | $2.8M | 25,000 | +50,000+200.00% | Add |
