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
ABBOTT LABS COM 002824100   15,066,950 145,000 SH   SOLE   145,000 0 0
ABBVIE INC COM 00287Y109   32,417,280 189,000 SH   SOLE   189,000 0 0
ACADIA HEALTHCARE COMPANY INC COM 00404A109   2,689,713 39,824 SH   SOLE   39,824 0 0
ALIGN TECHNOLOGY INC COM 016255101   13,640,795 56,500 SH   SOLE   56,500 0 0
ALIGNMENT HEALTHCARE INC COM 01625V104   12,836,123 1,641,448 SH   SOLE   1,641,448 0 0
ALKERMES PLC SHS G01767105   3,615,000 150,000 SH   SOLE   150,000 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   20,776,500 85,500 SH   SOLE   85,500 0 0
AMGEN INC COM 031162100   1,327,913 4,250 SH   SOLE   4,250 0 0
ANNEXON INC COM 03589W102   4,410,000 900,000 SH   SOLE   900,000 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106   2,124,952 55,395 SH   SOLE   55,395 0 0
ARVINAS INC COM 04335A105   6,122,600 230,000 SH   SOLE   230,000 0 0
AUGMEDIX INC COM 05105P107   880,000 1,000,000 SH   SOLE   1,000,000 0 0
AVANTOR INC COM 05352A100   1,272,000 60,000 SH   SOLE   60,000 0 0
AXSOME THERAPEUTICS INC COM 05464T104   10,271,800 127,600 SH   SOLE   127,600 0 0
BECTON DICKINSON & CO COM 075887109   26,409,230 113,000 SH   SOLE   113,000 0 0
BIOGEN INC COM 09062X103   19,658,336 84,800 SH   SOLE   84,800 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   20,705,995 251,500 SH   SOLE   251,500 0 0
BIO-TECHNE CORP COM 09073M104   1,433,000 20,000 SH   SOLE   20,000 0 0
BOSTON SCIENTIFIC CORP COM 101137107   45,820,950 595,000 SH   SOLE   595,000 0 0
BRIDGEBIO PHARMA INC COM 10806X102   4,673,385 184,500 SH   SOLE   184,500 0 0
BRUKER CORP COM 116794108   382,860 6,000 SH   SOLE   6,000 0 0
CENCORA INC COM 03073E105   11,602,950 51,500 SH   SOLE   51,500 0 0
CENTENE CORP DEL COM 15135B101   13,159,357 198,482 SH   SOLE   198,482 0 0
CHARLES RIV LABS INTL INC COM 159864107   7,023,720 34,000 SH   SOLE   34,000 0 0
THE CIGNA GROUP COM 125523100   24,518,707 74,171 SH   SOLE   74,171 0 0
COOPER COS INC COM 216648501   27,063,000 310,000 SH   SOLE   310,000 0 0
CYTOKINETICS INC COM NEW 23282W605   10,701,363 197,515 SH   SOLE   197,515 0 0
DANAHER CORPORATION COM 235851102   12,117,725 48,500 SH   SOLE   48,500 0 0
DEXCOM INC COM 252131107   13,265,460 117,000 SH   SOLE   117,000 0 0
DYNAVAX TECHNOLOGIES CORP COM NEW 268158201   13,839,414 1,232,361 SH   SOLE   1,232,361 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   9,006,075 97,500 SH   SOLE   97,500 0 0
ELEVANCE HEALTH INC COM 036752103   46,491,588 85,800 SH   SOLE   85,800 0 0
ENCOMPASS HEALTH CORP COM 29261A100   5,147,400 60,000 SH   SOLE   60,000 0 0
ESPERION THERAPEUTICS INC NE COM 29664W105   4,384,500 1,975,000 SH   SOLE   1,975,000 0 0
ESSA PHARMA INC COM NEW 29668H708   4,239,844 806,054 SH   SOLE   806,054 0 0
EVOLENT HEALTH INC CL A 30050B101   956,000 50,000 SH   SOLE   50,000 0 0
EXACT SCIENCES CORP COM 30063P105   6,126,250 145,000 SH   SOLE   145,000 0 0
GILEAD SCIENCES INC COM 375558103   16,363,485 238,500 SH   SOLE   238,500 0 0
GLAUKOS CORP COM 377322102   5,917,500 50,000 SH   SOLE   50,000 0 0
HCA HEALTHCARE INC COM 40412C101   26,344,960 82,000 SH   SOLE   82,000 0 0
IDEAYA BIOSCIENCES INC COM 45166A102   1,878,385 53,500 SH   SOLE   53,500 0 0
IGM BIOSCIENCES INC COM 449585108   1,339,650 195,000 SH   SOLE   195,000 0 0
IMMUNOCORE HLDGS PLC ADS 45258D105   1,975,041 58,278 SH   SOLE   58,278 0 0
IMMUNOVANT INC COM 45258J102   3,445,200 130,500 SH   SOLE   130,500 0 0
INARI MED INC COM 45332Y109   963,000 20,000 SH   SOLE   20,000 0 0
INMUNE BIO INC COM 45782T105   1,572,465 178,284 SH   SOLE   178,284 0 0
INSMED INC COM PAR $.01 457669307   6,667,371 99,513 SH   SOLE   99,513 0 0
INSPIRE MED SYS INC COM 457730109   2,275,110 17,000 SH   SOLE   17,000 0 0
INSULET CORP COM 45784P101   9,383,700 46,500 SH   SOLE   46,500 0 0
INTRA-CELLULAR THERAPIES INC COM 46116X101   9,725,580 142,000 SH   SOLE   142,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   26,913,425 60,500 SH   SOLE   60,500 0 0
IONIS PHARMACEUTICALS INC COM 462222100   6,195,800 130,000 SH   SOLE   130,000 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100   7,378,400 920,000 SH   SOLE   920,000 0 0
IQVIA HLDGS INC COM 46266C105   6,554,640 31,000 SH   SOLE   31,000 0 0
JANUX THERAPEUTICS INC COM 47103J105   4,475,821 106,847 SH   SOLE   106,847 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105   12,167,220 114,000 SH   SOLE   114,000 0 0
KRYSTAL BIOTECH INC COM 501147102   3,489,160 19,000 SH   SOLE   19,000 0 0
KURA ONCOLOGY IN COM 50127T109   3,428,770 166,526 SH   SOLE   166,526 0 0
LILLY ELI & CO COM 532457108   42,552,860 47,000 SH   SOLE   47,000 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105   7,424,240 26,500 SH   SOLE   26,500 0 0
MCKESSON CORP COM 58155Q103   17,521,200 30,000 SH   SOLE   30,000 0 0
MEDPACE HLDGS INC COM 58506Q109   1,029,625 2,500 SH   SOLE   2,500 0 0
MEDTRONIC PLC SHS G5960L103   16,371,680 208,000 SH   SOLE   208,000 0 0
MERCK & CO. INC COM 58933Y105   21,665,000 175,000 SH   SOLE   175,000 0 0
MERUS N V COM N5749R100   5,354,885 90,500 SH   SOLE   90,500 0 0
MIRUM PHARMACEUTICALS INC COM 604749101   4,590,008 134,250 SH   SOLE   134,250 0 0
MOLINA HEALTHCARE INC COM 60855R100   2,081,100 7,000 SH   SOLE   7,000 0 0
NATERA INC COM 632307104   17,001,530 157,000 SH   SOLE   157,000 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   10,401,657 75,555 SH   SOLE   75,555 0 0
NURIX THERAPEUTICS INC COM 67080M103   3,639,582 174,393 SH   SOLE   174,393 0 0
NUVALENT INC COM 670703107   6,277,415 82,750 SH   SOLE   82,750 0 0
OSCAR HEALTH INC CL A 687793109   30,162,586 1,906,611 SH   SOLE   1,906,611 0 0
PENUMBRA INC COM 70975L107   4,139,310 23,000 SH   SOLE   23,000 0 0
PLIANT THERAPEUTICS INC COM 729139105   1,292,688 120,250 SH   SOLE   120,250 0 0
PRIVIA HEALTH GROUP INC COM 74276R102   1,981,320 114,000 SH   SOLE   114,000 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105   26,879,600 440,000 SH   SOLE   440,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107   33,632,960 32,000 SH   SOLE   32,000 0 0
RELAY THERAPEUTICS INC COM 75943R102   1,499,600 230,000 SH   SOLE   230,000 0 0
REPLIGEN CORP COM 759916109   1,260,600 10,000 SH   SOLE   10,000 0 0
REVANCE THERAPEUTICS INC COM 761330109   1,803,387 701,707 SH   SOLE   701,707 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   14,363,660 544,697 SH   SOLE   544,697 0 0
STAAR SURGICAL CO CALL COM PAR $0.01 852312305   3,094,650 65,000 SH   SOLE   65,000 0 0
STRYKER CORPORATION COM 863667101   6,124,500 18,000 SH   SOLE   18,000 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105   4,691,105 228,500 SH   SOLE   228,500 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   30,463,870 229,000 SH   SOLE   229,000 0 0
TG THERAPEUTICS INC COM 88322Q108   3,798,165 213,500 SH   SOLE   213,500 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   13,272,000 24,000 SH   SOLE   24,000 0 0
TRANSMEDICS GROUP INC COM 89377M109   2,033,370 13,500 SH   SOLE   13,500 0 0
UNITED HEALTH GROUP INC COM 91324P102   53,625,078 105,300 SH   SOLE   105,300 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   25,310,880 54,000 SH   SOLE   54,000 0 0
VIKING THERAPEUTICS INC COM 92686J106   6,096,150 115,000 SH   SOLE   115,000 0 0
XENCOR INC COM 98401F105   4,140,938 218,750 SH   SOLE   218,750 0 0
XENON PHARMACEUTICALS INC COM 98420N105   1,364,650 35,000 SH   SOLE   35,000 0 0