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 Laboratories COM 002824100   5,779 52,500 SH   SOLE   52,500 0 0
Acadia Healthcare Co Inc COM 00404A109   6,998 90,000 SH   SOLE   90,000 0 0
Biogen Inc COM 09062X103   6,469 25,000 SH   SOLE   25,000 0 0
BioMarin Pharmaceutical Inc COM 09061G101   5,303 55,000 SH   SOLE   55,000 0 0
Boston Scientific Corp COM 101137107   9,250 160,000 SH   SOLE   160,000 0 0
Cardinal Health Inc COM 14149Y108   4,032 40,000 SH   SOLE   40,000 0 0
Cencora Inc COM 03073E105   4,108 20,000 SH   SOLE   20,000 0 0
Cigna Group/The COM 125523100   5,240 17,500 SH   SOLE   17,500 0 0
Danaher Corp COM 235851102   5,784 25,000 SH   SOLE   25,000 0 0
DaVita Inc COM 23918K108   4,714 45,000 SH   SOLE   45,000 0 0
Dexcom Inc COM 252131107   6,205 50,000 SH   SOLE   50,000 0 0
Eli Lilly & Co COM 532457108   8,744 15,000 SH   SOLE   15,000 0 0
Encompass Health Corp COM 29261A100   6,005 90,000 SH   SOLE   90,000 0 0
HCA Healthcare Inc COM 40412C101   10,827 40,000 SH   SOLE   40,000 0 0
Humana Inc COM 444859102   6,867 15,000 SH   SOLE   15,000 0 0
Inspire Medical Systems Inc COM 457730109   5,594 27,500 SH   SOLE   27,500 0 0
Insulet Corp COM 45784P101   5,750 26,500 SH   SOLE   26,500 0 0
Intuitive Surgical Inc COM NEW 46120E602   7,591 22,500 SH   SOLE   22,500 0 0
Laboratory Corp of America Ho COM NEW 50540R409   3,409 15,000 SH   SOLE   15,000 0 0
Maravai LifeSciences Holdings COM CL A 56600D107   1,344 205,241 SH   SOLE   205,241 0 0
McKesson Corp COM 58155Q103   6,945 15,000 SH   SOLE   15,000 0 0
Medtronic PLC SHS G5960L103   6,590 80,000 SH   SOLE   80,000 0 0
Novo Nordisk A/S ADR 670100205   9,311 90,000 SH   SOLE   90,000 0 0
QIAGEN NV SHS NEW N72482123   2,389 55,000 SH   SOLE   55,000 0 0
Quest Diagnostics Inc COM 74834L100   4,136 30,000 SH   SOLE   30,000 0 0
ResMed Inc COM 761152107   3,440 20,000 SH   SOLE   20,000 0 0
Select Medical Holdings Corp COM 81619Q105   5,875 250,000 SH   SOLE   250,000 0 0
Smith & Nephew PLC SPDN ADR NEW 83175M205   5,183 190,000 SH   SOLE   190,000 0 0
SPDR S&P Biotech ETF S&P BIOTECH 78464A870   12,107 135,588 SH   SOLE   135,588 0 0
Stevanato Group SpA ORD SHS T9224W109   2,183 80,000 SH   SOLE   80,000 0 0
Stryker Corp COM 863667101   8,385 28,000 SH   SOLE   28,000 0 0
Surgery Partners Inc COM 86881A100   6,398 200,000 SH   SOLE   200,000 0 0
Tenet Healthcare Corp COM NEW 88033G407   10,958 145,000 SH   SOLE   145,000 0 0
Thermo Fisher Scientific Inc COM 883556102   6,369 12,000 SH   SOLE   12,000 0 0
UnitedHealth Group Inc COM 91324P102   5,265 10,000 SH   SOLE   10,000 0 0
Universal Health Services Inc CLASS B 913903100   10,290 67,500 SH   SOLE   67,500 0 0
Vertex Pharmaceuticals Inc COM 92532F100   5,086 12,500 SH   SOLE   12,500 0 0
Walgreens Boots Alliance Inc COM 931427108   2,350 90,000 SH   SOLE   90,000 0 0
Zimmer Biomet Holdings Inc COM 98956P102   6,085 50,000 SH   SOLE   50,000 0 0