| Fund Name: | First Turn Management |
| Manager | Lisa Wheatley |
| Portfolio Value | $536,028,271 |
| Change This QTR | +1.08% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | INSM | 372,672 | $37,505,710 | -8% | 7% | ||
| 2. | VRNA | 309,988 | $29,318,665 | -29% | 5.47% | ||
| 3. | MIRM | 527,540 | $26,846,511 | +5% | 5.01% | ||
| 4. | NUVL | 320,798 | $24,476,887 | -4% | 4.57% | ||
| 5. | ARGX | 43,953 | $24,227,773 | +5% | 4.52% |