The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| Abbott Laboratories | Cash Securities | 002824100 | 2,903 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| Acadia Healthcare Co Inc | Cash Securities | 00404A109 | 5,473 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| Agilent Technologies Inc | Cash Securities | 00846U101 | 6,078 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| Amedisys Inc | Cash Securities | 023436108 | 1,694 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
| AmerisourceBergen Corp | Cash Securities | 03073E105 | 4,060 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| Avantor Inc | Cash Securities | 05352A100 | 1,960 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| Baxter International Inc | Cash Securities | 071813109 | 6,463 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| Biogen Inc | Cash Securities | 09062X103 | 2,670 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| BioMarin Pharmaceutical Inc | Cash Securities | 09061G101 | 4,662 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| Boston Scientific Corp | Cash Securities | 101137107 | 7,165 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
| Cardinal Health Inc | Cash Securities | 14149Y108 | 5,334 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| Centene Corp | Cash Securities | 15135B101 | 3,891 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| Cigna Corp | Cash Securities | 125523100 | 6,937 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| Danaher Corp | Cash Securities | 235851102 | 6,457 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| Elevance Health Inc | Cash Securities | 036752103 | 4,997 | 11,000 | SH | SOLE | 11,000 | 0 | 0 | ||
| Eli Lilly & Co | Cash Securities | 532457108 | 5,659 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
| Encompass Health Corp | Cash Securities | 29261A100 | 3,845 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| Enhabit Inc | Cash Securities | 29332G102 | 879 | 62,594 | SH | SOLE | 62,594 | 0 | 0 | ||
| HCA Healthcare Inc | Cash Securities | 40412C101 | 7,811 | 42,500 | SH | SOLE | 42,500 | 0 | 0 | ||
| Humana Inc | Cash Securities | 444859102 | 5,094 | 10,500 | SH | SOLE | 10,500 | 0 | 0 | ||
| Incyte Corp | Cash Securities | 45337C102 | 1,250 | 18,755 | SH | SOLE | 18,755 | 0 | 0 | ||
| Intuitive Surgical Inc | Cash Securities | 46120E602 | 5,623 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| IQVIA Holdings Inc | Cash Securities | 46266C105 | 1,811 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| Johnson & Johnson | Cash Securities | 478160104 | 6,126 | 37,500 | SH | SOLE | 37,500 | 0 | 0 | ||
| McKesson Corp | Cash Securities | 58155Q103 | 5,948 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
| Medtronic PLC | Cash Securities | G5960L103 | 2,423 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| Novo Nordisk A/S | Cash Securities | 670100205 | 3,985 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| Option Care Health Inc | Cash Securities | 68404L201 | 3,462 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| PerkinElmer Inc | Cash Securities | 714046109 | 3,008 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| Royalty Pharma PLC | Cash Securities | G7709Q104 | 1,808 | 45,008 | SH | SOLE | 45,008 | 0 | 0 | ||
| Seagen Inc | Cash Securities | 81181C104 | 1,368 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| Select Medical Holdings Corp | Cash Securities | 81619Q105 | 2,873 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| SPDR S&P Biotech ETF | Cash Securities | 78464A870 | 895 | 11,284 | SH | SOLE | 11,284 | 0 | 0 | ||
| Stryker Corp | Cash Securities | 863667101 | 6,177 | 30,500 | SH | SOLE | 30,500 | 0 | 0 | ||
| Surgery Partners Inc | Cash Securities | 86881A100 | 3,243 | 138,609 | SH | SOLE | 138,609 | 0 | 0 | ||
| Tenet Healthcare Corp | Cash Securities | 88033G407 | 6,190 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| Thermo Fisher Scientific Inc | Cash Securities | 883556102 | 7,608 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| UnitedHealth Group Inc | Cash Securities | 91324P102 | 6,060 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| Universal Health Services Inc | Cash Securities | 913903100 | 5,732 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| Waters Corp | Cash Securities | 941848103 | 4,043 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| Zimmer Biomet Holdings Inc | Cash Securities | 98956P102 | 6,273 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||