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 XENE ARGX NUVL CRNX PCVX MIRM 24 stocks	$403 Million 78.14% of portfolio	12	9	3	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ITCI HROW 2 stocks	$34.8 Million 6.75% of portfolio	1	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare EXAS NTRA 2 stocks	$33.1 Million 6.42% of portfolio	1	1	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$18.3 Million 3.55% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare GKOS 1 stocks	$14.4 Million 2.8% of portfolio	-	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare HQY 1 stocks	$12.1 Million 2.34% of portfolio	1	-	1	-	0 Calls 0 Puts

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