First Turn Management, LLC Portfolio Holdings by Sector

First Turn Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Biotechnology \| Healthcare INSM VRNA MIRM NUVL ARGX BBIO ASND XENE 21 stocks	$366 Million 76.75% of portfolio	12	9	4	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare NTRA GH RDNT 3 stocks	$46.9 Million 9.83% of portfolio	1	2	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare PODD BSX 2 stocks	$31.1 Million 6.51% of portfolio	1	1	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$17.6 Million 3.68% of portfolio	1	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare HQY 1 stocks	$8.47 Million 1.77% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare HROW 1 stocks	$6.99 Million 1.46% of portfolio	1	-	-	-	0 Calls 0 Puts

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