 BIOMARIN PHARMACEUTICAL INCBMRN |
| 8.34% | — | $15.7M | 177,741 | $0 | 0 | +177,741 | New Buy |
| HHORIZON THERAPEUTICS PUB L |
| 7.87% | 1.64% | $14.8M | 137,610 | $2.7M | 24,949 | +112,661+451.57% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 7.16% | — | $13.5M | 26,844 | $0 | 0 | +26,844 | New Buy |
 ABBVIE INCABBV |
| 6.79% | — | $12.8M | 94,448 | $0 | 0 | +94,448 | New Buy |
 IQVIA HLDGS INCIQV |
| 6.64% | — | $12.5M | 44,314 | $0 | 0 | +44,314 | New Buy |
 CENTENE CORP DEL COMCNC |
| 6.48% | — | $12.2M | 148,254 | $0 | 0 | +148,254 | New Buy |
| BBELLUS HEALTH INC NEW |
| 5.47% | 3.96% | $10.3M | 1.3M | $6.6M | 1.1M | +208,059+19.40% | Add |
 CYTOKINETICS INCCYTK |
| 5.44% | 5.29% | $10.3M | 225,032 | $8.8M | 246,336 | -21,304-8.65% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 5.06% | — | $9.5M | 55,755 | $0 | 0 | +55,755 | New Buy |
 NATERA INCNTRA |
| 5.04% | — | $9.5M | 101,674 | $0 | 0 | +101,674 | New Buy |
| AAMICUS THERAPEUTIC COMAM6 |
| 4.39% | 3.75% | $8.3M | 716,709 | $6.2M | 653,976 | +62,733+9.59% | Add |
 ARGENX SE SPONSORED ADRARGX |
| 3.88% | — | $7.3M | 20,881 | $0 | 0 | +20,881 | New Buy |
| KKURA ONCOLOGY INCKURA |
| 3.73% | 2.19% | $7.0M | 502,275 | $3.6M | 194,309 | +307,966+158.49% | Add |
| AAPELLIS PHARMACEUTICALS INCAPLSUSD |
| 3.5% | — | $6.6M | 139,445 | $0 | 0 | +139,445 | New Buy |
| MMIRATI THERAPEUTICS, INC. |
| 3.42% | 4.47% | $6.4M | 43,876 | $7.4M | 41,991 | +1,885+4.49% | Add |
| IIVERIC BIO INC |
| 3.34% | 3.47% | $6.3M | 375,989 | $5.8M | 355,396 | +20,593+5.79% | Add |
| QQUANTERIX CORPQTRX |
| 3.22% | 4.85% | $6.1M | 143,204 | $8.1M | 161,933 | -18,729-11.57% | Reduce |
| IITEOS THERAPEUTICS INC COM |
| 2.59% | 0.93% | $4.9M | 104,755 | $1.5M | 57,286 | +47,469+82.86% | Add |
| DDICE THERAPEUTICS IN |
| 2.49% | 5.42% | $4.7M | 185,201 | $9.0M | 275,165 | -89,964-32.69% | Reduce |
| AAVADEL PHARMACEUTICALS PLC |
| 1.58% | 2.79% | $3.0M | 369,134 | $4.6M | 474,368 | -105,234-22.18% | Reduce |
| AACLARIS THERAPEUTICS INC COMACRS |
| 1.53% | 2.62% | $2.9M | 198,493 | $4.4M | 241,701 | -43,208-17.88% | Reduce |
| PPMV PHARMACEUTICALSPMVP |
| 1.2% | 1.81% | $2.3M | 97,680 | $3.0M | 100,882 | -3,202-3.17% | Reduce |
| RREGULUS THERAPEUTICS INC COM NEW |
| 0.46% | 0.58% | $860,000 | 2.7M | $968,000 | 1.4M | +1.3M+94.87% | Add |
| BBCLS ACQUISITION CORP COM CL A |
| 0.37% | 0.44% | $699,000 | 71,372 | $730,000 | 73,306 | -1,934-2.64% | Reduce |
