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   6,897,800 52,000 SH   SOLE   52,000 0 0
ABBVIE INC COM 00287Y109   18,573,948 88,650 SH   SOLE   88,650 0 0
AKERO THERAPEUTICS INC COM 00973Y108   3,744,400 92,500 SH   SOLE   92,500 0 0
ALIGN TECHNOLOGY INC COM 016255101   6,592,690 41,500 SH   SOLE   41,500 0 0
ALIGNMENT HEALTHCARE INC COM 01625V104   24,900,228 1,337,284 SH   SOLE   1,337,284 0 0
ALKERMES PLC SHS G01767105   1,287,780 39,000 SH   SOLE   39,000 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   13,014,154 48,197 SH   SOLE   48,197 0 0
AMGEN INC COM 031162100   1,246,200 4,000 SH   SOLE   4,000 0 0
ANNEXON INC COM 03589W102   887,800 460,000 SH   SOLE   460,000 0 0
ANTERIS TECHNOLOGIES GLOBAL COM 03675P102   4,695,600 1,290,000 SH   SOLE   1,290,000 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106   617,828 28,250 SH   SOLE   28,250 0 0
ARCELLX INC COMMON STOCK 03940C100   2,853,600 43,500 SH   SOLE   43,500 0 0
ARVINAS INC COM 04335A105   1,284,660 183,000 SH   SOLE   183,000 0 0
ASTRANA HEALTH INC COM NEW 03763A207   4,651,500 150,000 SH   SOLE   150,000 0 0
AVANTOR INC COM 05352A100   775,259 47,826 SH   SOLE   47,826 0 0
AXSOME THERAPEUTICS INC COM 05464T104   12,782,648 109,600 SH   SOLE   109,600 0 0
BECTON DICKINSON & CO COM 075887109   4,352,140 19,000 SH   SOLE   19,000 0 0
BIOGEN INC COM 09062X103   6,773,580 49,500 SH   SOLE   49,500 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   18,732,850 265,000 SH   SOLE   265,000 0 0
BIONTECH SE SPONSORED ADS 09075V102   3,255,395 35,750 SH   SOLE   35,750 0 0
BOSTON SCIENTIFIC CORP COM 101137107   30,264,000 300,000 SH   SOLE   300,000 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108   19,821,750 325,000 SH   SOLE   325,000 0 0
BRUKER CORP COM 116794108   1,766,228 42,315 SH   SOLE   42,315 0 0
CENCORA INC COM 03073E105   9,003,164 32,375 SH   SOLE   32,375 0 0
CENTENE CORP DEL COM 15135B101   7,649,460 126,000 SH   SOLE   126,000 0 0
THE CIGNA GROUP COM 125523100   9,277,800 28,200 SH   SOLE   28,200 0 0
COOPER COS INC COM 216648501   19,906,600 236,000 SH   SOLE   236,000 0 0
CVS HEALTH CORP COM 126650100   15,979,651 235,862 SH   SOLE   235,862 0 0
CYTOKINETICS INC COM NEW 23282W605   4,189,808 104,250 SH   SOLE   104,250 0 0
DANAHER CORPORATION COM 235851102   8,600,160 41,952 SH   SOLE   41,952 0 0
DENALI THERAPEUTICS INC COM 24823R105   1,359,500 100,000 SH   SOLE   100,000 0 0
DEXCOM INC COM 252131107   10,584,950 155,000 SH   SOLE   155,000 0 0
DIANTHUS THERAPEUTICS INC COM 252828108   2,297,014 126,627 SH   SOLE   126,627 0 0
DYNAVAX TECHNOLOGIES CORP COM NEW 268158201   7,328,050 565,000 SH   SOLE   565,000 0 0
ELEVANCE HEALTH INC COM 036752103   21,291,292 48,950 SH   SOLE   48,950 0 0
ENCOMPASS HEALTH CORP COM 29261A100   3,787,872 37,400 SH   SOLE   37,400 0 0
ESPERION THERAPEUTICS INC NE COM 29664W105   1,535,753 1,066,495 SH   SOLE   1,066,495 0 0
EXACT SCIENCES CORP COM 30063P105   19,047,600 440,000 SH   SOLE   440,000 0 0
GERON CORP COM 374163103   1,244,970 783,000 SH   SOLE   783,000 0 0
GILEAD SCIENCES INC COM 375558103   26,163,675 233,500 SH   SOLE   233,500 0 0
GLAUKOS CORP COM 377322102   26,573,400 270,000 SH   SOLE   270,000 0 0
HCA HEALTHCARE INC COM 40412C101   5,797,638 16,778 SH   SOLE   16,778 0 0
HUMANA INC COM 444859102   12,391,218 46,830 SH   SOLE   46,830 0 0
ICON PLC SHS G4705A100   1,224,930 7,000 SH   SOLE   7,000 0 0
IDEAYA BIOSCIENCES INC COM 45166A102   647,010 39,500 SH   SOLE   39,500 0 0
IMMUNOCORE HLDGS PLC ADS 45258D105   839,008 28,278 SH   SOLE   28,278 0 0
IMMUNOVANT INC COM 45258J102   443,041 25,924 SH   SOLE   25,924 0 0
INMUNE BIO INC COM 45782T105   1,392,398 178,284 SH   SOLE   178,284 0 0
INSMED INC COM PAR $.01 457669307   14,151,795 185,500 SH   SOLE   185,500 0 0
INSPIRE MED SYS INC COM 457730109   2,548,480 16,000 SH   SOLE   16,000 0 0
INSULET CORP COM 45784P101   16,019,210 61,000 SH   SOLE   61,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   25,506,405 51,500 SH   SOLE   51,500 0 0
IONIS PHARMACEUTICALS INC COM 462222100   2,443,770 81,000 SH   SOLE   81,000 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100   2,157,264 647,827 SH   SOLE   647,827 0 0
IQVIA HLDGS INC COM 46266C105   3,878,600 22,000 SH   SOLE   22,000 0 0
JANUX THERAPEUTICS INC COM 47103J105   3,823,929 141,627 SH   SOLE   141,627 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105   15,431,845 124,300 SH   SOLE   124,300 0 0
KRYSTAL BIOTECH INC COM 501147102   3,200,325 17,750 SH   SOLE   17,750 0 0
KURA ONCOLOGY IN COM 50127T109   1,287,000 195,000 SH   SOLE   195,000 0 0
LILLY ELI & CO COM 532457108   34,481,743 41,750 SH   SOLE   41,750 0 0
MCKESSON CORP COM 58155Q103   31,776,569 47,217 SH   SOLE   47,217 0 0
MEDPACE HLDGS INC COM 58506Q109   1,157,822 3,800 SH   SOLE   3,800 0 0
MEDTRONIC PLC SHS G5960L103   22,914,300 255,000 SH   SOLE   255,000 0 0
MERCK & CO. INC COM 58933Y105   2,962,080 33,000 SH   SOLE   33,000 0 0
MERUS N V COM N5749R100   3,135,705 74,500 SH   SOLE   74,500 0 0
MIRUM PHARMACEUTICALS INC COM 604749101   3,322,663 73,755 SH   SOLE   73,755 0 0
MOLINA HEALTHCARE INC COM 60855R100   22,464,398 68,200 SH   SOLE   68,200 0 0
MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD 61559X104   1,758,150 45,000 SH   SOLE   45,000 0 0
NATERA INC COM 632307104   19,585,285 138,500 SH   SOLE   138,500 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   9,933,760 89,817 SH   SOLE   89,817 0 0
NURIX THERAPEUTICS INC COM 67080M103   2,962,112 249,336 SH   SOLE   249,336 0 0
NUVALENT INC COM 670703107   3,723,300 52,500 SH   SOLE   52,500 0 0
OSCAR HEALTH INC CL A 687793109   13,408,161 1,022,743 SH   SOLE   1,022,743 0 0
PENUMBRA INC COM 70975L107   588,302 2,200 SH   SOLE   2,200 0 0
PRIVIA HEALTH GROUP INC COM 74276R102   2,204,343 98,189 SH   SOLE   98,189 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105   26,100,480 448,000 SH   SOLE   448,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107   20,136,803 31,750 SH   SOLE   31,750 0 0
RELAY THERAPEUTICS INC COM 75943R102   1,205,200 460,000 SH   SOLE   460,000 0 0
REPLIGEN CORP COM 759916109   572,580 4,500 SH   SOLE   4,500 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   12,794,430 411,000 SH   SOLE   411,000 0 0
STRUCTURE THERAPEUTICS INC SPONSORED ADS 86366E106   1,211,700 70,000 SH   SOLE   70,000 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105   5,319,405 433,000 SH   SOLE   433,000 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   17,041,150 126,700 SH   SOLE   126,700 0 0
TG THERAPEUTICS INC COM 88322Q108   6,998,825 177,500 SH   SOLE   177,500 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   6,289,664 12,640 SH   SOLE   12,640 0 0
ULTRAGENYX PHARMACEUTICAL INC COM 90400D108   2,969,220 82,000 SH   SOLE   82,000 0 0
UNITED HEALTH GROUP INC COM 91324P102   40,553,963 77,430 SH   SOLE   77,430 0 0
VERONA PHARMA PLC SPONSORED ADS 925050106   4,444,300 70,000 SH   SOLE   70,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   32,361,735 66,750 SH   SOLE   66,750 0 0
VIKING THERAPEUTICS INC COM 92686J106   2,415,000 100,000 SH   SOLE   100,000 0 0
VIR BIOTECHNOLOGY INC COM 92764N102   1,296,000 200,000 SH   SOLE   200,000 0 0
XENCOR INC COM 98401F105   2,082,780 195,750 SH   SOLE   195,750 0 0
XENON PHARMACEUTICALS INC COM 98420N105   1,174,250 35,000 SH   SOLE   35,000 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   9,874,955 87,250 SH   SOLE   87,250 0 0