 KLA CORPKLAC |
| 24.34% | 16.67% | $53.8M | 178,471 | $29.3M | 19,883 | +158,588+797.61% | Add |
 BRISTOL-MYERS SQUIBB COBMY |
| 7.74% | 10.57% | $17.1M | 297,243 | $18.6M | 306,268 | -9,025-2.95% | Reduce |
 LAM RESEARCH CORPLRCX |
| 6.86% | 4.38% | $15.2M | 35,000 | $7.7M | 36,000 | -1,000-2.78% | Reduce |
| QQUIDEL CORPQDELUSD |
| 4.04% | 0.77% | $8.9M | 89,377 | $1.4M | 82,548 | +6,829+8.27% | Add |
| IINTELLIA THERAPEUTICS INCNTLA |
| 3.07% | 3.25% | $6.8M | 385,900 | $5.7M | 445,400 | -59,500-13.36% | Reduce |
 SOLID BIOSCIENCES INCSLDB |
| 3.01% | 2.57% | $6.7M | 666,196 | $4.5M | 625,980 | +40,216+6.42% | Add |
| BBIODESIX INCBDSX |
| 2.92% | 2.37% | $6.5M | 286,804 | $4.2M | 286,804 | 00.00% | Unchanged |
 STOKE THERAPEUTICS INCSTOK |
| 2.63% | 3.89% | $5.8M | 178,110 | $6.8M | 210,000 | -31,890-15.19% | Reduce |
| OOVINTIV INC COMOVV |
| 2.56% | 3.63% | $5.7M | 107,500 | $6.4M | 107,500 | 00.00% | Unchanged |
 NEKTAR THERAPEUTICS COM NEWNKTR |
| 2.56% | 1.27% | $5.7M | 81,000 | $2.2M | 31,000 | +50,000+161.29% | Add |
| CCORCEPT THERAPEUTICS INCCORT |
| 2.25% | 1.08% | $5.0M | 57,200 | $1.9M | 47,200 | +10,000+21.19% | Add |
 NEUROCRINE BIOSCIENCES INCNBIX |
| 2.07% | 2.04% | $4.6M | 27,190 | $3.6M | 27,190 | 00.00% | Unchanged |
 PROTHENA CORP PLCPRTA |
| 1.99% | 2.48% | $4.4M | 449,019 | $4.4M | 449,019 | 00.00% | Unchanged |
| AACADIA PHARMACEUTICALS INC COMACAD |
| 1.96% | 2.17% | $4.3M | 171,000 | $3.8M | 171,000 | 00.00% | Unchanged |
| PPROTAGONIST THERAPEUTICS INCPTGX |
| 1.94% | 2.1% | $4.3M | 35,018 | $3.7M | 35,000 | +18+0.05% | Add |
| CCOMPASS THERAPEUTICS INCCMPX |
| 1.66% | 4.41% | $3.7M | 1.7M | $7.8M | 1.5M | +209,133+14.27% | Add |
| RRELMADA THERAPEUTICS INCRLMD |
| 1.28% | 1.62% | $2.8M | 408,100 | $2.8M | 409,387 | -1,287-0.31% | Reduce |
 ALKERMES PLCALKS |
| 1.18% | 1.01% | $2.6M | 50,000 | $1.8M | 50,000 | 00.00% | Unchanged |
 HALOZYME THERAPEUTICS INCHALO |
| 1.18% | 0.37% | $2.6M | 33,251 | $652,763 | 10,100 | +23,151+229.22% | Add |
| CCELLDEX THERAPEUTICS INC NEWCLDX |
| 1.18% | 1.27% | $2.6M | 69,900 | $2.2M | 70,095 | -195-0.28% | Reduce |
 CYTOKINETICS INCCYTK |
| 1.16% | 1.13% | $2.6M | 30,000 | $2.0M | 30,000 | 00.00% | Unchanged |
| OOLEMA PHARMACEUTICALS INC COMOLMA |
| 1.13% | 1.86% | $2.5M | 199,000 | $3.3M | 219,000 | -20,000-9.13% | Reduce |
| VVERA THERAPEUTICS INCVERA |
| 1.12% | 1.01% | $2.5M | 57,758 | $1.8M | 44,000 | +13,758+31.27% | Add |
 UNITED THERAPEUTICS CORP DELUTHR |
| 1.1% | 1.52% | $2.4M | 4,506 | $2.7M | 4,500 | +6+0.13% | Add |
| ZZENAS BIOPHARMA INCZBIO |
| 1.07% | 0.78% | $2.4M | 93,601 | $1.4M | 70,000 | +23,601+33.72% | Add |
 UNIQURE NVQURE |
| 1.06% | 0.94% | $2.3M | 50,697 | $1.6M | 100,697 | -50,000-49.65% | Reduce |
| PPACIFIC BIOSCIENCES CALIF INC COMPACB |
| 1.03% | 1.13% | $2.3M | 1.4M | $2.0M | 1.5M | -150,000-10.00% | Reduce |
 ABIVAX SAABVX |
| 1.02% | — | $2.3M | 17,000 | $0 | 0 | +17,000 | New Buy |
 VIR BIOTECHNOLOGY INCVIR |
| 1.01% | — | $2.2M | 220,000 | $0 | 0 | +220,000 | New Buy |
 BIOGEN INCBIIB |
| 0.88% | 0.52% | $1.9M | 9,000 | $916,650 | 5,000 | +4,000+80.00% | Add |
 EQT CORPEQT |
| 0.83% | 1.25% | $1.8M | 34,619 | $2.2M | 34,619 | 00.00% | Unchanged |
| BBIOAGE LABS INCBIOA |
| 0.76% | — | $1.7M | 69,000 | $0 | 0 | +69,000 | New Buy |
| TTRAVERE THERAPEUTICS INCTVTX |
| 0.74% | 0.49% | $1.6M | 29,000 | $867,532 | 29,200 | -200-0.68% | Reduce |
 AXSOME THERAPEUTICS INC.AXSM |
| 0.66% | 0.58% | $1.5M | 6,000 | $1.0M | 6,000 | 00.00% | Unchanged |
| FFOGHORN THERAPEUTICS INCFHTX |
| 0.62% | 0.77% | $1.4M | 281,937 | $1.3M | 281,730 | +207+0.07% | Add |
 BICYCLE THERAPEUTICS PLC SPON ADS EACH REP 1 ORD SHSBCYC |
| 0.6% | 1.22% | $1.3M | 313,616 | $2.2M | 463,599 | -149,983-32.35% | Reduce |
 STRUCTURE THERAPEUTICS INCGPCR |
| 0.58% | 2.74% | $1.3M | 24,000 | $4.8M | 100,000 | -76,000-76.00% | Reduce |
 XENON PHARMACEUTICALS INCXENE |
| 0.57% | 0.7% | $1.3M | 21,032 | $1.2M | 21,000 | +32+0.15% | Add |
 NOVO-NORDISK A SNVO |
| 0.52% | — | $1.2M | 24,000 | $0 | 0 | +24,000 | New Buy |
 FREEPORT MCMORAN INCFCX |
| 0.51% | 0.6% | $1.1M | 18,035 | $1.1M | 18,040 | -5-0.03% | Reduce |
| IIMMUNOME INCIMNM |
| 0.48% | 0.62% | $1.1M | 50,000 | $1.1M | 50,000 | 00.00% | Unchanged |
 PHARVARIS N VPHVS |
| 0.47% | 0.48% | $1.0M | 29,847 | $843,178 | 29,847 | 00.00% | Unchanged |
 HARROW INCHROW |
| 0.46% | 0.48% | $1.0M | 24,000 | $846,240 | 24,000 | 00.00% | Unchanged |
| AADAGENE INCADAG |
| 0.46% | — | $1.0M | 240,000 | $0 | 0 | +240,000 | New Buy |
| DDEFINIUM THERAPEUTICS INCDFTX |
| 0.43% | — | $940,800 | 20,000 | $0 | 0 | +20,000 | New Buy |
| SSILENCE THERAPEUTICS PLCSLN |
| 0.35% | — | $781,974 | 71,218 | $0 | 0 | +71,218 | New Buy |
 BRIDGEBIO PHARMA INCBBIO |
| 0.29% | 0.37% | $651,030 | 8,741 | $645,171 | 8,688 | +53+0.61% | Add |
 4D MOLECULAR THERAPEUTICS INFDMT |
| 0.29% | — | $645,117 | 48,505 | $0 | 0 | +48,505 | New Buy |
| UUROGEN PHARMA LTDURGN |
| 0.27% | — | $606,722 | 16,487 | $0 | 0 | +16,487 | New Buy |
| PPHATHOM PHARMACEUTICALS INCPHAT |
| 0.27% | 1.23% | $596,750 | 55,000 | $2.2M | 195,000 | -140,000-71.79% | Reduce |
