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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AmerisourceBergen Corp | Cash Securities | 03073E105 | 7,697 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | |||
| Abbott Laboratories | Cash Securities | 002824100 | 6,541 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | |||
| Acadia Healthcare Co Inc | Cash Securities | 00404A109 | 4,778 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | |||
| Alnylam Pharmaceuticals Inc | Cash Securities | 02043Q107 | 1,520 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | |||
| Argenx SE | Cash Securities | 04016X101 | 1,169 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | |||
| Avantor Inc | Cash Securities | 05352A100 | 1,541 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | |||
| Baxter International Inc | Cash Securities | 071813109 | 7,290 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | |||
| Becton Dickinson & Co | Cash Securities | 075887109 | 7,920 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
| Biogen Inc | Cash Securities | 09062X103 | 2,849 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| BioMarin Pharmaceutical Inc | Cash Securities | 09061G101 | 4,334 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| Boston Scientific Corp | Cash Securities | 101137107 | 8,654 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | |||
| Cardinal Health Inc | Cash Securities | 14149Y108 | 8,038 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | |||
| Cigna Group/The | Cash Securities | 125523100 | 5,612 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||
| Charles River Laboratories In | Cash Securities | 159864107 | 2,733 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | |||
| Catalent Inc | Cash Securities | 148806102 | 3,035 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||
| Community Health Systems Inc | Cash Securities | 203668108 | 1,320 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
| Danaher Corp | Cash Securities | 235851102 | 6,000 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||
| Encompass Health Corp | Cash Securities | 29261A100 | 6,769 | 99,976 | SH | SOLE | 99,976 | 0 | 0 | |||
| Elevance Health Inc | Cash Securities | 036752103 | 6,664 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | |||
| Grifols SA | Cash Securities | 398438408 | 576 | 62,843 | SH | SOLE | 62,843 | 0 | 0 | |||
| HCA Healthcare Inc | Cash Securities | 40412C101 | 7,587 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||
| Humana Inc | Cash Securities | 444859102 | 7,825 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | |||
| ICON PLC | Cash Securities | G4705A100 | 5,004 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||
| IQVIA Holdings Inc | Cash Securities | 46266C105 | 6,181 | 27,500 | SH | SOLE | 27,500 | 0 | 0 | |||
| Intuitive Surgical Inc | Cash Securities | 46120E602 | 7,694 | 22,500 | SH | SOLE | 22,500 | 0 | 0 | |||
| Eli Lilly & Co | Cash Securities | 532457108 | 8,207 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | |||
| McKesson Corp | Cash Securities | 58155Q103 | 7,478 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | |||
| Medtronic PLC | Cash Securities | G5960L103 | 5,286 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | |||
| Merck & Co Inc | Cash Securities | 58933Y105 | 5,770 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| Novo Nordisk A/S | Cash Securities | 670100205 | 8,092 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| Select Medical Holdings Corp | Cash Securities | 81619Q105 | 6,053 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | |||
| Surgery Partners Inc | Cash Securities | 86881A100 | 7,873 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | |||
| SPDR S&P 500 ETF Trust | Cash Securities | 78462F103 | 177,312 | 400,000 | SH | Put | SOLE | 400,000 | 0 | 0 | ||
| Sarepta Therapeutics Inc | Cash Securities | 803607100 | 93 | 811 | SH | SOLE | 811 | 0 | 0 | |||
| Stevanato Group SpA | Cash Securities | T9224W109 | 2,267 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||
| Stryker Corp | Cash Securities | 863667101 | 7,627 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||
| Tenet Healthcare Corp | Cash Securities | 88033G407 | 11,393 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | |||
| Thermo Fisher Scientific Inc | Cash Securities | 883556102 | 3,913 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | |||
| Universal Health Services Inc | Cash Securities | 913903100 | 8,283 | 52,500 | SH | SOLE | 52,500 | 0 | 0 | |||
| UnitedHealth Group Inc | Cash Securities | 91324P102 | 4,806 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| Vertex Pharmaceuticals Inc | Cash Securities | 92532F100 | 4,927 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | |||
| SPDR S&P Biotech ETF | Cash Securities | 78464A870 | 20,800 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| Zimmer Biomet Holdings Inc | Cash Securities | 98956P102 | 8,008 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | |||