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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 9,835 58,017 SH   SOLE NONE 58,017 0 0
ANTHEM INC COM 036752103 17,037 44,624 SH   SOLE NONE 44,624 0 0
AURINIA PHARMACEUTICALS INC COM 05156V102 3,045 234,916 SH   SOLE NONE 234,916 0 0
BAXTER INTL INC COM 071813109 15,515 192,739 SH   SOLE NONE 192,739 0 0
BECTON DICKINSON & CO COM 075887109 23,025 94,681 SH   SOLE NONE 94,681 0 0
BIOGEN INC COM 09062X103 25,293 73,043 SH   SOLE NONE 73,043 0 0
BIO RAD LABS INC CL A 090572207 10,396 16,136 SH   SOLE NONE 16,136 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 5,754 68,964 SH   SOLE NONE 68,964 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 34,980 523,493 SH   SOLE NONE 523,493 0 0
BRUKER CORP COM 116794108 23,299 306,650 SH   SOLE NONE 306,650 0 0
BOSTON SCIENTIFIC CORP COM 101137107 18,661 436,406 SH   SOLE NONE 436,406 0 0
CARDINAL HEALTH INC COM 14149Y108 21,062 368,931 SH   SOLE NONE 368,931 0 0
CENTENE CORP DEL COM 15135B101 16,731 229,410 SH   SOLE NONE 229,410 0 0
CVS HEALTH CORP COM 126650100 16,725 200,441 SH   SOLE NONE 200,441 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 13,754 396,478 SH   SOLE NONE 396,478 0 0
GILEAD SCIENCES INC COM 375558103 39,758 577,368 SH   SOLE NONE 577,368 0 0
HOLOGIC INC COM 436440101 7,855 117,738 SH   SOLE NONE 117,738 0 0
HENRY SCHEIN INC COM 806407102 12,295 165,721 SH   SOLE NONE 165,721 0 0
INCYTE CORP COM 45337C102 23,905 284,145 SH   SOLE NONE 284,145 0 0
IONIS PHARMACEUTICALS INC COM 462222100 10,511 263,488 SH   SOLE NONE 263,488 0 0
JOHNSON & JOHNSON COM 478160104 4,942 30,000 SH   SOLE NONE 30,000 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 12,012 43,547 SH   SOLE NONE 43,547 0 0
LIVANOVA PLC SHS G5509L101 1,245 14,803 SH   SOLE NONE 14,803 0 0
MEDTRONIC PLC SHS G5960L103 25,959 209,128 SH   SOLE NONE 209,128 0 0
MERCK & CO. INC COM 58933Y105 35,420 455,447 SH   SOLE NONE 455,447 0 0
NUVASIVE INC COM 670704105 19,911 293,754 SH   SOLE NONE 293,754 0 0
NOVAVAX INC COM NEW 670002401 2,893 13,626 SH   SOLE NONE 13,626 0 0
ORGANON & CO COMMON STOCK 68622V106 16,711 552,232 SH   SOLE NONE 552,232 0 0
PATTERSON COS INC COM 703395103 4,308 141,743 SH   SOLE NONE 141,743 0 0
PFIZER INC COM 717081103 44,642 1,139,985 SH   SOLE NONE 1,139,985 0 0
PERKINELMER INC COM 714046109 10,448 67,661 SH   SOLE NONE 67,661 0 0
PERRIGO CO PLC SHS G97822103 9,387 204,732 SH   SOLE NONE 204,732 0 0
QIAGEN NV SHS NEW N72482123 7,744 160,061 SH   SOLE NONE 160,061 0 0
REGENERON PHARMACEUTICALS COM 75886F107 2,723 4,876 SH   SOLE NONE 4,876 0 0
RIGEL PHARMACEUTICALS INC COM NEW 766559603 7,402 1,705,553 SH   SOLE NONE 1,705,553 0 0
SAGE THERAPEUTICS INC COM 78667J108 5,155 90,738 SH   SOLE NONE 90,738 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 4,277 29,211 SH   SOLE NONE 29,211 0 0