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   4,389,151 39,876 SH   SOLE   39,876 0 0
ACADIA PHARMACEUTICALS INC COM 004225108   5,889,755 188,111 SH   SOLE   188,111 0 0
ALKERMES PLC SHS G01767105   5,548,000 200,000 SH   SOLE   200,000 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   6,142,730 32,092 SH   SOLE   32,092 0 0
BAXTER INTL INC COM 071813109   12,685,583 328,132 SH   SOLE   328,132 0 0
BIOGEN INC COM 09062X103   26,455,092 102,234 SH   SOLE   102,234 0 0
BIO RAD LABS INC CL A 090572207   7,623,110 23,609 SH   SOLE   23,609 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   8,315,936 86,247 SH   SOLE   86,247 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   19,225,190 374,687 SH   SOLE   374,687 0 0
BRUKER CORP COM 116794108   9,354,886 127,312 SH   SOLE   127,312 0 0
CARDINAL HEALTH INC COM 14149Y108   16,561,944 164,305 SH   SOLE   164,305 0 0
CENTENE CORP DEL COM 15135B101   16,060,231 216,416 SH   SOLE   216,416 0 0
CVS HEALTH CORP COM 126650100   17,292,240 219,000 SH   SOLE   219,000 0 0
ELEVANCE HEALTH INC COM 036752103   13,112,669 27,807 SH   SOLE   27,807 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   14,301,145 187,556 SH   SOLE   187,556 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   19,139,097 247,531 SH   SOLE   247,531 0 0
GILEAD SCIENCES INC COM 375558103   30,975,146 382,362 SH   SOLE   382,362 0 0
GLOBUS MED INC CL A 379577208   12,489,790 234,374 SH   SOLE   234,374 0 0
ILLUMINA INC COM 452327109   5,652,030 40,592 SH   SOLE   40,592 0 0
INCYTE CORP COM 45337C102   25,034,310 398,699 SH   SOLE   398,699 0 0
IONIS PHARMACEUTICALS INC COM 462222100   7,336,157 145,012 SH   SOLE   145,012 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409   11,520,421 50,686 SH   SOLE   50,686 0 0
LANTHEUS HLDGS INC COM 516544103   3,243,592 52,316 SH   SOLE   52,316 0 0
MEDTRONIC PLC SHS G5960L103   35,841,479 435,075 SH   SOLE   435,075 0 0
PFIZER INC COM 717081103   31,479,447 1,093,416 SH   SOLE   1,093,416 0 0
QIAGEN NV SHS NEW N72482123   8,275,109 190,539 SH   SOLE   190,539 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108   4,901,072 102,490 SH   SOLE   102,490 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   14,606,094 193,279 SH   SOLE   193,279 0 0
VIR BIOTECHNOLOGY INC COM 92764N102   1,494,292 148,538 SH   SOLE   148,538 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   17,186,231 141,218 SH   SOLE   141,218 0 0