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 |
| Acadia Healthcare Co Inc | COM | 00404A109 | 5,273 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | |||
| Avantor Inc | COM | 05352A100 | 3,794 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | |||
| Baxter International Inc | COM | 071813109 | 4,718 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | |||
| BioMarin Pharmaceutical Inc | COM | 09061G101 | 4,424 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| Boston Scientific Corp | COM | 101137107 | 8,448 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | |||
| Cardinal Health Inc | COM | 14149Y108 | 5,209 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | |||
| Cigna Group/The | COM | 125523100 | 7,152 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||
| Cencora Inc | COM | 03073E105 | 6,299 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | |||
| Catalent Inc | COM | 148806102 | 3,642 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
| Danaher Corp | COM | 235851102 | 6,823 | 27,500 | SH | SOLE | 27,500 | 0 | 0 | |||
| Dexcom Inc | COM | 252131107 | 4,665 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| Eli Lilly & Co | COM | 532457108 | 8,057 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | |||
| Encompass Health Corp | COM | 29261A100 | 6,044 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | |||
| HCA Healthcare Inc | COM | 40412C101 | 9,839 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | |||
| Humana Inc | COM | 444859102 | 8,514 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | |||
| ICON PLC | SHS | G4705A100 | 2,463 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| Insulet Corp | COM | 45784P101 | 3,190 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||
| Intuitive Surgical Inc | COM NEW | 46120E602 | 6,577 | 22,500 | SH | SOLE | 22,500 | 0 | 0 | |||
| IQVIA Holdings Inc | COM | 46266C105 | 3,443 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | |||
| McKesson Corp | COM | 58155Q103 | 7,610 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | |||
| Medtronic PLC | SHS | G5960L103 | 6,269 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
| Novo Nordisk A/S | ADR | 670100205 | 8,185 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | |||
| Select Medical Holdings Corp | COM | 81619Q105 | 4,861 | 192,343 | SH | SOLE | 192,343 | 0 | 0 | |||
| SPDR S&P Biotech ETF | S&P BIOTECH | 78464A870 | 7,302 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| Stevanato Group SpA | ORD SHS | T9224W109 | 2,261 | 76,072 | SH | SOLE | 76,072 | 0 | 0 | |||
| Stryker Corp | COM | 863667101 | 7,515 | 27,500 | SH | SOLE | 27,500 | 0 | 0 | |||
| Surgery Partners Inc | COM | 86881A100 | 5,119 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | |||
| Tenet Healthcare Corp | COM NEW | 88033G407 | 9,225 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | |||
| Thermo Fisher Scientific Inc | COM | 883556102 | 5,315 | 10,500 | SH | SOLE | 10,500 | 0 | 0 | |||
| UnitedHealth Group Inc | COM | 91324P102 | 7,563 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | |||
| Universal Health Services Inc | CLASS B | 913903100 | 8,172 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | |||
| Vertex Pharmaceuticals Inc | COM | 92532F100 | 4,333 | 12,460 | SH | SOLE | 12,460 | 0 | 0 | |||
| Zimmer Biomet Holdings Inc | COM | 98956P102 | 5,611 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||