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
ABBVIE INC COM 00287Y109   5,343,907 29,346 SH   SOLE   29,346 0 0
AKERO THERAPEUTICS INC COM 00973Y108   617,152 24,432 SH   SOLE   24,432 0 0
AMGEN INC COM 031162100   5,371,089 18,891 SH   SOLE   18,891 0 0
AMICUS THERAPEUTICS INC COM 03152W109   2,972,176 252,307 SH   SOLE   252,307 0 0
ARCELLX INC COMMON STOCK 03940C100   1,216,847 17,496 SH   SOLE   17,496 0 0
AUTOLUS THERAPEUTICS PLC SPON ADS 05280R100   614,681 96,345 SH   SOLE   96,345 0 0
BOSTON SCIENTIFIC CORP COM 101137107   5,301,194 77,401 SH   SOLE   77,401 0 0
BRIDGEBIO PHARMA INC COM 10806X102   1,170,044 37,841 SH   SOLE   37,841 0 0
CABALETTA BIO INC COM 12674W109   1,322,832 77,540 SH   SOLE   77,540 0 0
CARDINAL HEALTH INC COM 14149Y108   3,077,250 27,500 SH   SOLE   27,500 0 0
CENCORA INC COM 03073E105   4,963,314 20,426 SH   SOLE   20,426 0 0
CORBUS PHARMACEUTICALS HLDGS COM NEW 21833P301   1,491,120 38,000 SH   SOLE   38,000 0 0
CYTOKINETICS INC COM NEW 23282W605   981,540 14,000 SH   SOLE   14,000 0 0
DEXCOM INC COM 252131107   3,645,452 26,283 SH   SOLE   26,283 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   2,367,499 24,775 SH   SOLE   24,775 0 0
ELEVANCE HEALTH INC COM 036752103   3,837,196 7,400 SH   SOLE   7,400 0 0
ELI LILLY & CO COM 532457108   16,164,453 20,778 SH   SOLE   20,778 0 0
EXACT SCIENCES CORP COM 30063P105   1,113,247 16,120 SH   SOLE   16,120 0 0
FUSION PHARMACEUTICALS INC COM 36118A100   2,959,984 138,836 SH   SOLE   138,836 0 0
GILEAD SCIENCES INC COM 375558103   3,809,000 52,000 SH   SOLE   52,000 0 0
HARMONY BIOSCIENCES HLDGS IN COM 413197104   5,708,600 170,000 SH   SOLE   170,000 0 0
IMMUNOCORE HLDGS PLC ADS 45258D105   2,658,435 40,899 SH   SOLE   40,899 0 0
INSPIRE MED SYS INC COM 457730109   1,027,126 4,782 SH   SOLE   4,782 0 0
INTRA-CELLULAR THERAPIES INC COM 46116X101   2,633,060 38,050 SH   SOLE   38,050 0 0
IONIS PHARMACEUTICALS INC COM 462222100   2,765,340 63,791 SH   SOLE   63,791 0 0
IQVIA HLDGS INC COM 46266C105   2,543,568 10,058 SH   SOLE   10,058 0 0
KRYSTAL BIOTECH INC COM 501147102   1,178,608 6,624 SH   SOLE   6,624 0 0
MACROGENICS INC COM 556099109   725,799 49,307 SH   SOLE   49,307 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105   945,055 3,539 SH   SOLE   3,539 0 0
MERCK & CO INC COM 58933Y105   17,647,125 133,741 SH   SOLE   133,741 0 0
MERSANA THERAPEUTICS INC COM 59045L106   448,000 100,000 SH   SOLE   100,000 0 0
MERUS N V COM N5749R100   1,095,355 24,325 SH   SOLE   24,325 0 0
MIRUM PHARMACEUTICALS INC COM 604749101   3,089,760 123,000 SH   SOLE   123,000 0 0
MOLINA HEALTHCARE INC COM 60855R100   4,929,960 12,000 SH   SOLE   12,000 0 0
MORPHIC HLDG INC COM 61775R105   526,310 14,952 SH   SOLE   14,952 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   5,996,762 43,480 SH   SOLE   43,480 0 0
NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES N62509109   529,618 22,394 SH   SOLE   22,394 0 0
OPTION CARE HEALTH INC COM NEW 68404L201   4,457,298 132,895 SH   SOLE   132,895 0 0
REGENERON PHARMACEUTICALS COM 75886F107   5,190,709 5,393 SH   SOLE   5,393 0 0
SHOCKWAVE MED INC COM 82489T104   1,547,068 4,751 SH   SOLE   4,751 0 0
STRYKER CORPORATION COM 863667101   5,423,162 15,154 SH   SOLE   15,154 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   8,826,255 15,186 SH   SOLE   15,186 0 0
UNITEDHEALTH GROUP INC COM 91324P102   11,398,383 23,041 SH   SOLE   23,041 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   4,721,423 11,295 SH   SOLE   11,295 0 0