The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
89BIO INC COM 282559103   79,785,083 10,202,696 SH   SOLE   10,202,696 0 0
ABBOTT LABS COM 002824100   3,791,447 33,520 SH   SOLE   33,520 0 0
ABEONA THERAPEUTICS INC COM NEW 00289Y206   20,528,252 3,685,503 SH   SOLE   3,685,503 0 0
ADVANCED MICRO DEVICES INC COM 007903107   40,756,358 337,415 SH   SOLE   337,415 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   670,357 4,990 SH   SOLE   4,990 0 0
ALIGN TECHNOLOGY INC COM 016255101   229,361 1,100 SH   SOLE   1,100 0 0
AMAZON COM INC COM 023135106   77,067,539 351,281 SH   SOLE   351,281 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106   25,310,597 793,187 SH   SOLE   793,187 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   76,657,362 464,140 SH   SOLE   464,140 0 0
ARCUS BIOSCIENCES INC COM 03969F109   8,578,963 576,156 SH   SOLE   576,156 0 0
ARCUTIS BIOTHERAPEUTICS INC COM 03969K108   158,789,992 11,399,138 SH   SOLE   11,399,138 0 0
ARRIVENT BIOPHARMA INC COM 04272N102   59,833,440 2,246,000 SH   SOLE   2,246,000 0 0
AVANTOR INC COM 05352A100   1,513,880 71,850 SH   SOLE   71,850 0 0
BAXTER INTL INC COM 071813109   232,405 7,970 SH   SOLE   7,970 0 0
BENITEC BIOPHARMA INC COM NEW 08205P209   113,164,914 8,960,009 SH   SOLE   8,960,009 0 0
BIOAGE LABS INC COM 09077V100   8,409,025 1,452,336 SH   SOLE   1,452,336 0 0
BIOGEN INC COM 09062X103   17,652,473 115,436 SH   SOLE   115,436 0 0
BIOHAVEN LTD COM G1110E107   209,917,122 5,620,271 SH   SOLE   5,620,271 0 0
BOEING CO COM 097023105   27,469,869 155,197 SH   SOLE   155,197 0 0
BOSTON SCIENTIFIC CORP COM 101137107   35,520,688 397,679 SH   SOLE   397,679 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   1,911,728 33,800 SH   SOLE   33,800 0 0
CAESARS ENTERTAINMENT INC NE COM 12769G100   25,814,009 772,412 SH   SOLE   772,412 0 0
CAPITAL ONE FINL CORP COM 14040H105   44,872,801 251,642 SH   SOLE   251,642 0 0
CENCORA INC COM 03073E105   2,805,804 12,488 SH   SOLE   12,488 0 0
COCA COLA CO COM 191216100   70,842,728 1,137,853 SH   SOLE   1,137,853 0 0
CONTINEUM THERAPEUTICS INC CL A 21217B100   25,198,000 1,720,000 SH   SOLE   1,720,000 0 0
CRH PLC ORD G25508105   40,375,173 436,394 SH   SOLE   436,394 0 0
CROWDSTRIKE HLDGS INC CL A 22788C105   12,349,581 36,093 SH   SOLE   36,093 0 0
DANAHER CORPORATION COM 235851102   3,121,880 13,600 SH   SOLE   13,600 0 0
DATADOG INC CL A COM 23804L103   25,212,941 176,450 SH   SOLE   176,450 0 0
DEXCOM INC COM 252131107   2,463,754 31,680 SH   SOLE   31,680 0 0
DISNEY WALT CO COM 254687106   10,531,483 94,580 SH   SOLE   94,580 0 0
DOMINOS PIZZA INC COM 25754A201   16,093,598 38,340 SH   SOLE   38,340 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   821,733 11,100 SH   SOLE   11,100 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103   3,071,096 253,600 SH   SOLE   253,600 0 0
ELEVANCE HEALTH INC COM 036752103   1,010,786 2,740 SH   SOLE   2,740 0 0
ERASCA INC COM 29479A108   30,910,660 12,315,004 SH   SOLE   12,315,004 0 0
EXACT SCIENCES CORP COM 30063P105   5,287,479 94,100 SH   SOLE   94,100 0 0
EYEPOINT PHARMACEUTICALS INC COM NEW 30233G209   50,534,028 6,783,091 SH   SOLE   6,783,091 0 0
FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107   42,616,642 245,530 SH   SOLE   245,530 0 0
FULCRUM THERAPEUTICS INC COM 359616109   15,690,790 3,338,466 SH   SOLE   3,338,466 0 0
GALAPAGOS NV SPON ADR 36315X101   1,020,553 37,111 SH   SOLE   37,111 0 0
GE AEROSPACE COM NEW 369604301   33,468,415 200,662 SH   SOLE   200,662 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   5,863,500 75,000 SH   SOLE   75,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   42,487,259 74,198 SH   SOLE   74,198 0 0
HCA HEALTHCARE INC COM 40412C101   957,479 3,190 SH   SOLE   3,190 0 0
IMMATICS N.V SHS N44445109   36,014,119 5,065,277 SH   SOLE   5,065,277 0 0
INFLARX NV COM N44821101   14,162,758 5,733,910 SH   SOLE   5,733,910 0 0
INSMED INC COM PAR $.01 457669307   111,262,171 1,611,561 SH   SOLE   1,611,561 0 0
INTRA-CELLULAR THERAPIES INC COM 46116X101   120,187,452 1,439,026 SH   SOLE   1,439,026 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   2,714,192 5,200 SH   SOLE   5,200 0 0
IONIS PHARMACEUTICALS INC COM 462222100   377,568 10,800 SH   SOLE   10,800 0 0
IQVIA HLDGS INC COM 46266C105   1,409,959 7,175 SH   SOLE   7,175 0 0
JOHNSON & JOHNSON COM 478160104   20,244,775 139,986 SH   SOLE   139,986 0 0
KALVISTA PHARMACEUTICALS INC COM 483497103   41,613,212 4,913,012 SH   SOLE   4,913,012 0 0
KEZAR LIFE SCIENCES INC COM NEW 49372L209   4,816,620 716,759 SH   SOLE   716,759 0 0
KURA ONCOLOGY INC COM 50127T109   44,215,862 5,076,448 SH   SOLE   5,076,448 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102   113,767,454 3,496,234 SH   SOLE   3,496,234 0 0
MCDONALDS CORP COM 580135101   30,043,620 103,638 SH   SOLE   103,638 0 0
MCKESSON CORP COM 58155Q103   1,042,935 1,830 SH   SOLE   1,830 0 0
MEDTRONIC PLC SHS G5960L103   1,394,705 17,460 SH   SOLE   17,460 0 0
MERCK & CO INC COM 58933Y105   5,272,440 53,000 SH   SOLE   53,000 0 0
META PLATFORMS INC CL A 30303M102   99,734,602 170,338 SH   SOLE   170,338 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   2,403,308 1,964 SH   SOLE   1,964 0 0
MICROSOFT CORP COM 594918104   49,904,336 118,397 SH   SOLE   118,397 0 0
MOLECULAR PARTNERS AG ADS 60853G106   10,547,654 2,221,494 SH   SOLE   2,221,494 0 0
MONTE ROSA THERAPEUTICS INC COM 61225M102   10,852,758 1,563,798 SH   SOLE   1,563,798 0 0
NATERA INC COM 632307104   1,598,830 10,100 SH   SOLE   10,100 0 0
NVIDIA CORPORATION COM 67066G104   24,273,723 180,756 SH   SOLE   180,756 0 0
ORACLE CORP COM 68389X105   37,713,632 226,318 SH   SOLE   226,318 0 0
PACS GROUP INC COM SHS 69380Q107   262,200 20,000 SH   SOLE   20,000 0 0
PALVELLA THERAPEUTICS INC NE COM 697947109   8,573,556 714,463 SH   SOLE   714,463 0 0
PEPGEN INC COM 713317105   4,450,677 1,174,321 SH   SOLE   1,174,321 0 0
PROKIDNEY CORP CLASS A ORD SHS G7S53R104   20,856,740 12,341,266 SH   SOLE   12,341,266 0 0
RESMED INC COM 761152107   546,569 2,390 SH   SOLE   2,390 0 0
ROCKET PHARMACEUTICALS INC COM 77313F106   32,266,574 2,566,951 SH   SOLE   2,566,951 0 0
SANOFI SPONSORED ADR 80105N105   6,342,293 131,501 SH   SOLE   131,501 0 0
SAREPTA THERAPEUTICS INC COM 803607100   2,175,002 17,888 SH   SOLE   17,888 0 0
SCPHARMACEUTICALS INC COM 810648105   6,516,754 1,840,891 SH   SOLE   1,840,891 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   205,128,000 350,000 SH Put SOLE   350,000 0 0
STARBUCKS CORP COM 855244109   46,986,633 514,922 SH   SOLE   514,922 0 0
STERIS PLC SHS USD G8473T100   314,507 1,530 SH   SOLE   1,530 0 0
STRYKER CORPORATION COM 863667101   1,569,818 4,360 SH   SOLE   4,360 0 0
SUTRO BIOPHARMA INC COM 869367102   13,730,991 7,462,495 SH   SOLE   7,462,495 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   68,314,161 345,912 SH   SOLE   345,912 0 0
TESLA INC COM 88160R101   66,080,339 163,630 SH   SOLE   163,630 0 0
TG THERAPEUTICS INC COM 88322Q108   29,498,000 980,000 SH Call SOLE   980,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   4,109,817 7,900 SH   SOLE   7,900 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108   48,435,780 1,151,314 SH   SOLE   1,151,314 0 0
UNITED AIRLS HLDGS INC COM 910047109   19,483,115 200,650 SH   SOLE   200,650 0 0
UNITEDHEALTH GROUP INC COM 91324P102   38,039,660 75,198 SH   SOLE   75,198 0 0
VERALTO CORP COM SHS 92338C103   557,629 5,475 SH   SOLE   5,475 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   29,529,176 738,414 SH   SOLE   738,414 0 0
WATERS CORP COM 941848103   1,168,587 3,150 SH   SOLE   3,150 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   344,354 3,260 SH   SOLE   3,260 0 0
ZURA BIO LTD CLASS A ORD SHS G9TY5A101   12,152,348 4,860,939 SH   SOLE   4,860,939 0 0