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 ARGX NUVL XENE BBIO MIRM MRUS 21 stocks	$350 Million 74.19% of portfolio	12	8	3	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare NTRA GH EXAS RDNT 4 stocks	$54.1 Million 11.46% of portfolio	3	1	2	-	0 Calls 0 Puts
Medical Devices \| Healthcare BSX GKOS PODD 3 stocks	$44.3 Million 9.39% of portfolio	3	-	2	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$10.9 Million 2.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare HQY 1 stocks	$7.42 Million 1.57% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare HROW 1 stocks	$5.02 Million 1.06% of portfolio	-	1	-	-	0 Calls 0 Puts

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