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
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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
ABBOTT LABS COM 002824100   15,391,350 135,000 SH   SOLE   135,000 0 0
ABBVIE INC COM 00287Y109   34,953,960 177,000 SH   SOLE   177,000 0 0
ACADIA HEALTHCARE COMPANY INC COM 00404A109   6,705,608 105,750 SH   SOLE   105,750 0 0
ALIGN TECHNOLOGY INC COM 016255101   13,987,600 55,000 SH   SOLE   55,000 0 0
ALIGNMENT HEALTHCARE INC COM 01625V104   23,372,431 1,977,363 SH   SOLE   1,977,363 0 0
ALKERMES PLC SHS G01767105   3,722,670 133,000 SH   SOLE   133,000 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   13,847,761 50,350 SH   SOLE   50,350 0 0
AMGEN INC COM 031162100   966,630 3,000 SH   SOLE   3,000 0 0
ANNEXON INC COM 03589W102   3,315,200 560,000 SH   SOLE   560,000 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106   10,598,700 367,500 SH   SOLE   367,500 0 0
ARCELLX INC COMMON STOCK 03940C100   2,672,320 32,000 SH   SOLE   32,000 0 0
ARVINAS INC COM 04335A105   3,214,215 130,500 SH   SOLE   130,500 0 0
AVANTOR INC COM 05352A100   1,138,280 44,000 SH   SOLE   44,000 0 0
AXSOME THERAPEUTICS INC COM 05464T104   11,018,062 122,600 SH   SOLE   122,600 0 0
BECTON DICKINSON & CO COM 075887109   27,123,750 112,500 SH   SOLE   112,500 0 0
BIOGEN INC COM 09062X103   13,006,664 67,100 SH   SOLE   67,100 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   25,620,705 364,500 SH   SOLE   364,500 0 0
BIONTECH SE SPONSORED ADS 09075V102   6,057,270 51,000 SH   SOLE   51,000 0 0
BIO-TECHNE CORP COM 09073M104   1,598,600 20,000 SH   SOLE   20,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107   49,442,000 590,000 SH   SOLE   590,000 0 0
BRIDGEBIO PHARMA INC COM 10806X102   6,823,280 268,000 SH   SOLE   268,000 0 0
BRUKER CORP COM 116794108   3,060,394 44,315 SH   SOLE   44,315 0 0
CENCORA INC COM 03073E105   10,162,362 45,150 SH   SOLE   45,150 0 0
CENTENE CORP DEL COM 15135B101   8,806,405 116,982 SH   SOLE   116,982 0 0
CHARLES RIV LABS INTL INC COM 159864107   7,386,375 37,500 SH   SOLE   37,500 0 0
THE CIGNA GROUP COM 125523100   14,441,351 41,685 SH   SOLE   41,685 0 0
COOPER COS INC COM 216648501   25,157,520 228,000 SH   SOLE   228,000 0 0
CVS HEALTH CORP COM 126650100   11,569,920 184,000 SH   SOLE   184,000 0 0
CYTOKINETICS INC COM NEW 23282W605   9,530,400 180,500 SH   SOLE   180,500 0 0
DANAHER CORPORATION COM 235851102   23,159,622 83,302 SH   SOLE   83,302 0 0
DEXCOM INC COM 252131107   5,832,480 87,000 SH   SOLE   87,000 0 0
DIANTHUS THERAPEUTICS INC COM 252828108   4,107,000 150,000 SH   SOLE   150,000 0 0
DYNAVAX TECHNOLOGIES CORP COM NEW 268158201   13,256,600 1,190,000 SH   SOLE   1,190,000 0 0
ELEVANCE HEALTH INC COM 036752103   26,260,000 50,500 SH   SOLE   50,500 0 0
ENCOMPASS HEALTH CORP COM 29261A100   5,895,040 61,000 SH   SOLE   61,000 0 0
ESPERION THERAPEUTICS INC NE COM 29664W105   3,258,750 1,975,000 SH   SOLE   1,975,000 0 0
ESSA PHARMA INC COM NEW 29668H708   4,876,173 804,649 SH   SOLE   804,649 0 0
EVOLENT HEALTH INC CL A 30050B101   7,494,200 265,000 SH   SOLE   265,000 0 0
EXACT SCIENCES CORP COM 30063P105   31,675,800 465,000 SH   SOLE   465,000 0 0
GERON CORP COM 374163103   4,540,000 1,000,000 SH   SOLE   1,000,000 0 0
GILEAD SCIENCES INC COM 375558103   30,727,360 366,500 SH   SOLE   366,500 0 0
GLAUKOS CORP COM 377322102   14,461,080 111,000 SH   SOLE   111,000 0 0
HCA HEALTHCARE INC COM 40412C101   30,981,752 76,229 SH   SOLE   76,229 0 0
HUMANA INC COM 444859102   9,818,940 31,000 SH   SOLE   31,000 0 0
IDEAYA BIOSCIENCES INC COM 45166A102   4,039,200 127,500 SH   SOLE   127,500 0 0
IGM BIOSCIENCES INC COM 449585108   3,067,492 185,459 SH   SOLE   185,459 0 0
IMMUNOCORE HLDGS PLC ADS 45258D105   1,814,194 58,278 SH   SOLE   58,278 0 0
IMMUNOVANT INC COM 45258J102   6,927,930 243,000 SH   SOLE   243,000 0 0
INMUNE BIO INC COM 45782T105   960,951 178,284 SH   SOLE   178,284 0 0
INSMED INC COM PAR $.01 457669307   9,454,449 129,513 SH   SOLE   129,513 0 0
INSPIRE MED SYS INC COM 457730109   25,748,100 122,000 SH   SOLE   122,000 0 0
INSULET CORP COM 45784P101   9,310,000 40,000 SH   SOLE   40,000 0 0
INTRA-CELLULAR THERAPIES INC COM 46116X101   15,036,435 205,500 SH   SOLE   205,500 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   30,950,010 63,000 SH   SOLE   63,000 0 0
IONIS PHARMACEUTICALS INC COM 462222100   7,811,700 195,000 SH   SOLE   195,000 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100   9,882,975 1,052,500 SH   SOLE   1,052,500 0 0
IQVIA HLDGS INC COM 46266C105   11,374,560 48,000 SH   SOLE   48,000 0 0
JANUX THERAPEUTICS INC COM 47103J105   4,854,059 106,847 SH   SOLE   106,847 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105   10,361,130 93,000 SH   SOLE   93,000 0 0
KRYSTAL BIOTECH INC COM 501147102   3,094,510 17,000 SH   SOLE   17,000 0 0
KURA ONCOLOGY IN COM 50127T109   3,253,918 166,526 SH   SOLE   166,526 0 0
LILLY ELI & CO COM 532457108   42,082,150 47,500 SH   SOLE   47,500 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105   3,246,966 15,300 SH   SOLE   15,300 0 0
MCKESSON CORP COM 58155Q103   14,890,447 30,117 SH   SOLE   30,117 0 0
MEDPACE HLDGS INC COM 58506Q109   2,503,500 7,500 SH   SOLE   7,500 0 0
MEDTRONIC PLC SHS G5960L103   33,131,040 368,000 SH   SOLE   368,000 0 0
MERCK & CO. INC COM 58933Y105   27,367,960 241,000 SH   SOLE   241,000 0 0
MERUS N V COM N5749R100   3,971,820 79,500 SH   SOLE   79,500 0 0
MIRUM PHARMACEUTICALS INC COM 604749101   4,095,000 105,000 SH   SOLE   105,000 0 0
MOLINA HEALTHCARE INC COM 60855R100   10,198,976 29,600 SH   SOLE   29,600 0 0
NATERA INC COM 632307104   29,325,450 231,000 SH   SOLE   231,000 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   8,267,035 71,750 SH   SOLE   71,750 0 0
NOVO-NORDISK A S ADR 670100205   11,907,000 100,000 SH   SOLE   100,000 0 0
NURIX THERAPEUTICS INC COM 67080M103   6,741,000 300,000 SH   SOLE   300,000 0 0
NUVALENT INC COM 670703107   9,207,000 90,000 SH   SOLE   90,000 0 0
OSCAR HEALTH INC CL A 687793109   29,082,028 1,371,147 SH   SOLE   1,371,147 0 0
PLIANT THERAPEUTICS INC COM 729139105   1,348,003 120,250 SH   SOLE   120,250 0 0
PRIVIA HEALTH GROUP INC COM 74276R102   1,733,392 95,189 SH   SOLE   95,189 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105   35,653,400 445,000 SH   SOLE   445,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107   40,998,360 39,000 SH   SOLE   39,000 0 0
RELAY THERAPEUTICS INC COM 75943R102   3,256,800 460,000 SH   SOLE   460,000 0 0
REPLIGEN CORP COM 759916109   1,488,200 10,000 SH   SOLE   10,000 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   17,355,915 613,500 SH   SOLE   613,500 0 0
STRYKER CORPORATION COM 863667101   8,308,980 23,000 SH   SOLE   23,000 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105   4,995,375 259,500 SH   SOLE   259,500 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   36,796,680 221,400 SH   SOLE   221,400 0 0
TG THERAPEUTICS INC COM 88322Q108   4,011,385 171,500 SH   SOLE   171,500 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   15,526,107 25,100 SH   SOLE   25,100 0 0
TRANSMEDICS GROUP INC COM 89377M109   7,107,390 45,270 SH   SOLE   45,270 0 0
UNITED HEALTH GROUP INC COM 91324P102   42,506,236 72,700 SH   SOLE   72,700 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   1,832,080 8,000 SH   SOLE   8,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   22,207,570 47,750 SH   SOLE   47,750 0 0
VIKING THERAPEUTICS INC COM 92686J106   6,489,275 102,500 SH   SOLE   102,500 0 0
XENCOR INC COM 98401F105   4,097,413 203,750 SH   SOLE   203,750 0 0
XENON PHARMACEUTICALS INC COM 98420N105   1,377,950 35,000 SH   SOLE   35,000 0 0