First Turn Management, LLC Portfolio Holdings by Sector

First Turn Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Biotechnology \| Healthcare NUVL ARGX INSM MIRM PCVX AXSM SNDX ASND 27 stocks	$461 Million 78.39% of portfolio	13	14	8	-	0 Calls 0 Puts
Medical Devices \| Healthcare TMDX ESTA GKOS 3 stocks	$45.9 Million 7.81% of portfolio	1	2	1	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ITCI HROW 2 stocks	$33.3 Million 5.67% of portfolio	1	1	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG RGEN 2 stocks	$28.1 Million 4.77% of portfolio	1	1	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare NTRA 1 stocks	$19.8 Million 3.36% of portfolio	1	-	1	-	0 Calls 0 Puts

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