| CCHARLES RIV LABS INTL INCCRL |
| 8.66% | 5.96% | $75.7M | 379,728 | $41.9M | 268,000 | +111,728+41.69% | Add |
 INTUITIVE SURGICAL INCISRG |
| 6.12% | — | $53.5M | 94,459 | $0 | 0 | +94,459 | New Buy |
| RREPLIGEN CORPRGEN |
| 6% | 5.13% | $52.5M | 320,474 | $36.1M | 270,000 | +50,474+18.69% | Add |
 JAZZ PHARMACEUTICALS PLCJAZZ |
| 5.68% | 2.81% | $49.7M | 292,170 | $19.8M | 150,000 | +142,170+94.78% | Add |
| VVERACYTE INCVCYT |
| 4.72% | 2.37% | $41.3M | 980,391 | $16.7M | 485,000 | +495,391+102.14% | Add |
 BOSTON SCIENTIFIC CORP COMBSX |
| 4.59% | — | $40.1M | 420,773 | $0 | 0 | +420,773 | New Buy |
 WATERS CORPWAT |
| 4.57% | — | $39.9M | 105,167 | $0 | 0 | +105,167 | New Buy |
| BBROOKDALE SR LIVING INCBKD |
| 4.31% | 3.42% | $37.7M | 3.5M | $24.0M | 2.8M | +653,302+23.02% | Add |
 ELI LILLY & COLLY |
| 4.31% | 5.38% | $37.7M | 35,045 | $37.8M | 49,555 | -14,510-29.28% | Reduce |
 BRUKER CORPBRKR |
| 4.28% | — | $37.4M | 794,380 | $0 | 0 | +794,380 | New Buy |
 VERTEX PHARMACEUTICALS INCVRTX |
| 3.99% | — | $34.9M | 76,910 | $0 | 0 | +76,910 | New Buy |
 CVS HEALTH CORPCVS |
| 3.92% | 8.55% | $34.3M | 432,457 | $60.2M | 797,900 | -365,443-45.80% | Reduce |
 FORTREA HLDGS INCFTRE |
| 3.92% | — | $34.3M | 2.0M | $0 | 0 | +2.0M | New Buy |
| MMERIT MED SYS INCMMSI |
| 3.89% | — | $34.0M | 385,660 | $0 | 0 | +385,660 | New Buy |
| BBRIGHTSPRING HEALTH SVCS INCBTSG |
| 3.84% | 5.21% | $33.6M | 897,427 | $36.6M | 1.2M | -341,093-27.54% | Reduce |
| DDOXIMITY INCDOCS |
| 3.48% | 2.18% | $30.4M | 686,568 | $15.4M | 210,000 | +476,568+226.94% | Add |
 BIO-TECHNE CORPTECH |
| 3.14% | — | $27.5M | 467,409 | $0 | 0 | +467,409 | New Buy |
 ALPHATEC HLDGS INCATEC |
| 3.09% | — | $27.1M | 1.3M | $0 | 0 | +1.3M | New Buy |
| AADAPTHEALTH CORPAHCO |
| 2.97% | 2.45% | $26.0M | 2.6M | $17.2M | 1.9M | +684,871+35.59% | Add |
 ENVISTA HOLDINGS CORPORATIONNVST |
| 2.95% | — | $25.8M | 1.2M | $0 | 0 | +1.2M | New Buy |
 UNITEDHEALTH GROUP INCUNH |
| 2.65% | — | $23.1M | 70,126 | $0 | 0 | +70,126 | New Buy |
 ABBOTT LABORATORIESABT |
| 2.51% | — | $22.0M | 175,333 | $0 | 0 | +175,333 | New Buy |
 IDEAYA BIOSCIENCES INCIDYA |
| 1.85% | 1.04% | $16.2M | 467,484 | $7.3M | 270,000 | +197,484+73.14% | Add |
 BIOHAVEN LTDBHVN |
| 1.24% | — | $10.8M | 958,336 | $0 | 0 | +958,336 | New Buy |
 XENON PHARMACEUTICALS INCXENE |
| 1.2% | — | $10.5M | 233,688 | $0 | 0 | +233,688 | New Buy |
| DDIANTHUS THERAPEUTICS INCDNTH |
| 1.09% | — | $9.5M | 230,730 | $0 | 0 | +230,730 | New Buy |
 MINERALYS THERAPEUTICS INCMLYS |
| 1.07% | — | $9.3M | 257,085 | $0 | 0 | +257,085 | New Buy |
