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
AGIOS PHARMACEUTICALS INC COM 00847X104   4,806,413 164,378 SH   SOLE   164,378 0 0
ALKERMES PLC SHS G01767105   6,830,275 252,319 SH   SOLE   252,319 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   4,122,279 27,583 SH   SOLE   27,583 0 0
BAXTER INTL INC COM 071813109   13,810,149 323,120 SH   SOLE   323,120 0 0
BIOGEN INC COM 09062X103   12,872,680 59,698 SH   SOLE   59,698 0 0
BIO RAD LABS INC CL A 090572207   11,642,676 33,662 SH   SOLE   33,662 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   7,110,873 81,416 SH   SOLE   81,416 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   27,035,607 498,536 SH   SOLE   498,536 0 0
BRUKER CORP COM 116794108   10,594,084 112,775 SH   SOLE   112,775 0 0
CARDINAL HEALTH INC COM 14149Y108   20,431,485 182,587 SH   SOLE   182,587 0 0
CENTENE CORP DEL COM 15135B101   1,743,512 22,216 SH   SOLE   22,216 0 0
CVS HEALTH CORP COM 126650100   24,566,399 308,004 SH   SOLE   308,004 0 0
ELEVANCE HEALTH INC COM 036752103   17,784,366 34,297 SH   SOLE   34,297 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   10,212,115 106,866 SH   SOLE   106,866 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   11,194,021 123,133 SH   SOLE   123,133 0 0
GILEAD SCIENCES INC COM 375558103   19,456,592 265,619 SH   SOLE   265,619 0 0
GLOBUS MED INC CL A 379577208   5,652,637 105,381 SH   SOLE   105,381 0 0
ILLUMINA INC COM 452327109   2,334,440 17,000 SH   SOLE   17,000 0 0
INCYTE CORP COM 45337C102   15,091,068 264,895 SH   SOLE   264,895 0 0
IONIS PHARMACEUTICALS INC COM 462222100   7,608,228 175,507 SH   SOLE   175,507 0 0
LANTHEUS HLDGS INC COM 516544103   3,302,454 53,060 SH   SOLE   53,060 0 0
MEDTRONIC PLC SHS G5960L103   35,896,475 411,893 SH   SOLE   411,893 0 0
PFIZER INC COM 717081103   34,386,829 1,239,165 SH   SOLE   1,239,165 0 0
QIAGEN NV SHS NEW N72482149   4,443,833 103,369 SH   SOLE   103,369 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   8,149,704 77,535 SH   SOLE   77,535 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   12,750,487 69,881 SH   SOLE   69,881 0 0
VIATRIS INC COM 92556V106   4,986,825 417,657 SH   SOLE   417,657 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   15,973,935 121,033 SH   SOLE   121,033 0 0