TELEFLEX INCORPORATED TFX
11.49% 10.22% $49.1M 387,388 $33.3M 278,792 +108,596 +38.95% Add M MIRUM PHARMACEUTICALS INC MIRM
11.38% 11.92% $48.7M 415,641 $38.9M 421,236 -5,595 -1.33% Reduce C CIGNA GROUP CI
10.27% 11.24% $43.9M 159,290 $36.7M 137,522 +21,768 +15.83% Add IONIS PHARMACEUTICALS INC IONS
9.64% 11.51% $41.2M 519,977 $37.6M 500,522 +19,455 +3.89% Add UNITEDHEALTH GROUP INC UNH
8.62% 6.57% $36.9M 88,687 $21.4M 79,226 +9,461 +11.94% Add BIOMARIN PHARMACEUTICAL INC BMRN
7.81% 9.48% $33.4M 583,219 $30.9M 547,871 +35,348 +6.45% Add G GUARDIAN PHARMACY SVCS INC GRDN
6.97% 7.28% $29.8M 711,939 $23.8M 631,193 +80,746 +12.79% Add VESTIS CORPORATION VSTS
6.45% — $27.6M 1.9M $0 0 +1.9M New Buy BRIDGEBIO PHARMA INC BBIO
5.92% 5.21% $25.3M 339,720 $17.0M 228,829 +110,891 +48.46% Add PENNANT GROUP INC PNTG
4.46% — $19.1M 515,818 $0 0 +515,818 New Buy M MONTE ROSA THERAPEUTICS INC GLUE
3.48% — $14.9M 615,287 $0 0 +615,287 New Buy K KODIAK SCIENCES INC KOD
3.44% 3.29% $14.7M 378,010 $10.7M 281,332 +96,678 +34.36% Add T TANGO THERAPEUTICS INC TNGX
3.33% — $14.2M 455,605 $0 0 +455,605 New Buy KYMERA THERAPEUTICS INC KYMR
3.04% — $13.0M 113,173 $0 0 +113,173 New Buy C CULLINAN THERAPEUTICS INC CGEM
3% — $12.8M 704,442 $0 0 +704,442 New Buy A ADLAI NORYTE LTD ANL
0.7% — $3.0M 258,390 $0 0 +258,390 New Buy MEDTRONIC PLC MDT
— 10.57% $0 0 $34.5M 398,065 -398,065 Exit ASTRAZENECA PLC AZN
— 6.65% $0 0 $21.7M 110,101 -110,101 Exit A AVANOS MED INC 8HH
— 5.09% $0 0 $16.6M 1.2M -1.2M Exit T TENAX THERAPEUTICS INC TENX
— 0.98% $0 0 $3.2M 200,000 -200,000 Exit 
