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
ABBOTT LABS COM 002824100   14,478,080 128,000 SH   SOLE   128,000 0 0
ABBVIE INC COM 00287Y109   22,061,455 124,150 SH   SOLE   124,150 0 0
ACADIA HEALTHCARE COMPANY INC COM 00404A109   545,188 13,750 SH   SOLE   13,750 0 0
ALIGN TECHNOLOGY INC COM 016255101   8,736,569 41,900 SH   SOLE   41,900 0 0
ALIGNMENT HEALTHCARE INC COM 01625V104   19,813,410 1,761,192 SH   SOLE   1,761,192 0 0
ALKERMES PLC SHS G01767105   2,243,251 77,999 SH   SOLE   77,999 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   4,000,270 17,000 SH   SOLE   17,000 0 0
AMGEN INC COM 031162100   781,920 3,000 SH   SOLE   3,000 0 0
ANNEXON INC COM 03589W102   2,783,025 542,500 SH   SOLE   542,500 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106   6,241,309 195,591 SH   SOLE   195,591 0 0
ARCELLX INC COMMON STOCK 03940C100   3,336,015 43,500 SH   SOLE   43,500 0 0
ARVINAS INC COM 04335A105   2,980,935 155,500 SH   SOLE   155,500 0 0
ASTRANA HEALTH INC COM NEW 03763A207   2,522,400 80,000 SH   SOLE   80,000 0 0
AVANTOR INC COM 05352A100   1,302,674 61,826 SH   SOLE   61,826 0 0
AXSOME THERAPEUTICS INC COM 05464T104   10,373,186 122,600 SH   SOLE   122,600 0 0
BECTON DICKINSON & CO COM 075887109   10,867,073 47,900 SH   SOLE   47,900 0 0
BIOGEN INC COM 09062X103   18,916,204 123,700 SH   SOLE   123,700 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   16,473,450 250,623 SH   SOLE   250,623 0 0
BIONTECH SE SPONSORED ADS 09075V102   6,010,863 52,750 SH   SOLE   52,750 0 0
BIO-TECHNE CORP COM 09073M104   216,090 3,000 SH   SOLE   3,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107   39,658,080 444,000 SH   SOLE   444,000 0 0
BRUKER CORP COM 116794108   2,128,785 36,315 SH   SOLE   36,315 0 0
CENCORA INC COM 03073E105   12,076,550 53,750 SH   SOLE   53,750 0 0
CENTENE CORP DEL COM 15135B101   11,842,300 195,482 SH   SOLE   195,482 0 0
CHARLES RIV LABS INTL INC COM 159864107   2,741,310 14,850 SH   SOLE   14,850 0 0
THE CIGNA GROUP COM 125523100   21,645,234 78,385 SH   SOLE   78,385 0 0
COOPER COS INC COM 216648501   10,571,950 115,000 SH   SOLE   115,000 0 0
CVS HEALTH CORP COM 126650100   12,008,075 267,500 SH   SOLE   267,500 0 0
CYTOKINETICS INC COM NEW 23282W605   7,020,720 149,250 SH   SOLE   149,250 0 0
DANAHER CORPORATION COM 235851102   14,680,182 63,952 SH   SOLE   63,952 0 0
DIANTHUS THERAPEUTICS INC COM 252828108   2,485,200 114,000 SH   SOLE   114,000 0 0
DYNAVAX TECHNOLOGIES CORP COM NEW 268158201   10,715,703 839,131 SH   SOLE   839,131 0 0
ELEVANCE HEALTH INC COM 036752103   8,540,035 23,150 SH   SOLE   23,150 0 0
ENCOMPASS HEALTH CORP COM 29261A100   5,171,600 56,000 SH   SOLE   56,000 0 0
ESPERION THERAPEUTICS INC NE COM 29664W105   4,213,000 1,915,000 SH   SOLE   1,915,000 0 0
EXACT SCIENCES CORP COM 30063P105   26,465,490 471,000 SH   SOLE   471,000 0 0
GERON CORP COM 374163103   3,540,000 1,000,000 SH   SOLE   1,000,000 0 0
GILEAD SCIENCES INC COM 375558103   23,600,535 255,500 SH   SOLE   255,500 0 0
GLAUKOS CORP COM 377322102   5,477,458 36,531 SH   SOLE   36,531 0 0
HCA HEALTHCARE INC COM 40412C101   10,318,857 34,379 SH   SOLE   34,379 0 0
HUMANA INC COM 444859102   14,012,403 55,230 SH   SOLE   55,230 0 0
IDEAYA BIOSCIENCES INC COM 45166A102   2,107,400 82,000 SH   SOLE   82,000 0 0
IGM BIOSCIENCES INC COM 449585108   770,251 126,064 SH   SOLE   126,064 0 0
IMMUNOCORE HLDGS PLC ADS 45258D105   1,719,201 58,278 SH   SOLE   58,278 0 0
IMMUNOVANT INC COM 45258J102   3,591,650 145,000 SH   SOLE   145,000 0 0
INMUNE BIO INC COM 45782T105   832,586 178,284 SH   SOLE   178,284 0 0
INSMED INC COM PAR $.01 457669307   4,245,960 61,500 SH   SOLE   61,500 0 0
INSPIRE MED SYS INC COM 457730109   27,814,601 150,041 SH   SOLE   150,041 0 0
INSULET CORP COM 45784P101   14,880,990 57,000 SH   SOLE   57,000 0 0
INTRA-CELLULAR THERAPIES INC COM 46116X101   14,699,520 176,000 SH   SOLE   176,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   33,405,440 64,000 SH   SOLE   64,000 0 0
IONIS PHARMACEUTICALS INC COM 462222100   7,429,000 212,500 SH   SOLE   212,500 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100   9,142,315 1,235,448 SH   SOLE   1,235,448 0 0
IQVIA HLDGS INC COM 46266C105   5,698,790 29,000 SH   SOLE   29,000 0 0
JANUX THERAPEUTICS INC COM 47103J105   9,101,800 170,000 SH   SOLE   170,000 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105   17,918,325 145,500 SH   SOLE   145,500 0 0
KRYSTAL BIOTECH INC COM 501147102   3,720,675 23,750 SH   SOLE   23,750 0 0
KURA ONCOLOGY IN COM 50127T109   2,739,521 314,526 SH   SOLE   314,526 0 0
LILLY ELI & CO COM 532457108   35,087,400 45,450 SH   SOLE   45,450 0 0
MCKESSON CORP COM 58155Q103   19,443,619 34,117 SH   SOLE   34,117 0 0
MEDPACE HLDGS INC COM 58506Q109   2,259,164 6,800 SH   SOLE   6,800 0 0
MEDTRONIC PLC SHS G5960L103   21,527,660 269,500 SH   SOLE   269,500 0 0
MERCK & CO. INC COM 58933Y105   27,605,700 277,500 SH   SOLE   277,500 0 0
MERUS N V COM N5749R100   3,132,725 74,500 SH   SOLE   74,500 0 0
MIRUM PHARMACEUTICALS INC COM 604749101   3,049,769 73,755 SH   SOLE   73,755 0 0
MOLINA HEALTHCARE INC COM 60855R100   9,953,910 34,200 SH   SOLE   34,200 0 0
NATERA INC COM 632307104   19,535,803 123,410 SH   SOLE   123,410 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   13,693,271 100,317 SH   SOLE   100,317 0 0
NOVO-NORDISK A S ADR 670100205   4,301,000 50,000 SH   SOLE   50,000 0 0
NURIX THERAPEUTICS INC COM 67080M103   5,463,600 290,000 SH   SOLE   290,000 0 0
NUVALENT INC COM 670703107   5,675,300 72,500 SH   SOLE   72,500 0 0
OSCAR HEALTH INC CL A 687793109   18,310,938 1,362,421 SH   SOLE   1,362,421 0 0
PLIANT THERAPEUTICS INC COM 729139105   1,531,013 116,250 SH   SOLE   116,250 0 0
PRIVIA HEALTH GROUP INC COM 74276R102   2,369,245 121,189 SH   SOLE   121,189 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105   33,846,179 420,345 SH   SOLE   420,345 0 0
REGENERON PHARMACEUTICALS COM 75886F107   30,955,725 43,457 SH   SOLE   43,457 0 0
RELAY THERAPEUTICS INC COM 75943R102   1,895,200 460,000 SH   SOLE   460,000 0 0
REPLIGEN CORP COM 759916109   1,295,460 9,000 SH   SOLE   9,000 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   15,178,450 595,000 SH   SOLE   595,000 0 0
STRYKER CORPORATION COM 863667101   8,101,125 22,500 SH   SOLE   22,500 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105   3,067,040 232,000 SH   SOLE   232,000 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   24,955,671 197,700 SH   SOLE   197,700 0 0
TG THERAPEUTICS INC COM 88322Q108   7,901,250 262,500 SH   SOLE   262,500 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   8,136,397 15,640 SH   SOLE   15,640 0 0
TRANSMEDICS GROUP INC COM 89377M109   2,369,300 38,000 SH   SOLE   38,000 0 0
UNITED HEALTH GROUP INC COM 91324P102   30,619,706 60,530 SH   SOLE   60,530 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   5,544,078 30,900 SH   SOLE   30,900 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   20,135,000 50,000 SH   SOLE   50,000 0 0
VIKING THERAPEUTICS INC COM 92686J106   3,621,600 90,000 SH   SOLE   90,000 0 0
XENCOR INC COM 98401F105   4,498,335 195,750 SH   SOLE   195,750 0 0
XENON PHARMACEUTICALS INC COM 98420N105   1,372,000 35,000 SH   SOLE   35,000 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   13,098,120 124,000 SH   SOLE   124,000 0 0