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   7,956,585 58,500 SH   SOLE   58,500 0 0
ABBVIE INC COM 00287Y109   12,877,388 69,375 SH   SOLE   69,375 0 0
AKERO THERAPEUTICS INC COM 00973Y108   10,543,936 197,600 SH   SOLE   197,600 0 0
ALCON AG ORD SHS H01301128   5,989,836 68,000 SH   SOLE   68,000 0 0
ALIGN TECHNOLOGY INC COM 016255101   12,590,445 66,500 SH   SOLE   66,500 0 0
ALIGNMENT HEALTHCARE INC COM 01625V104   18,021,976 1,287,284 SH   SOLE   1,287,284 0 0
ALKERMES PLC SHS G01767105   1,115,790 39,000 SH   SOLE   39,000 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   16,694,830 51,197 SH   SOLE   51,197 0 0
ANNEXON INC COM 03589W102   1,104,000 460,000 SH   SOLE   460,000 0 0
ANTERIS TECHNOLOGIES GLOBAL COM 03675P102   4,740,392 1,250,763 SH   SOLE   1,250,763 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106   1,614,158 93,250 SH   SOLE   93,250 0 0
ARCELLX INC COMMON STOCK 03940C100   4,428,413 67,250 SH   SOLE   67,250 0 0
ASTRANA HEALTH INC COM NEW 03763A207   4,727,200 190,000 SH   SOLE   190,000 0 0
AXSOME THERAPEUTICS INC COM 05464T104   9,478,612 90,800 SH   SOLE   90,800 0 0
BIOGEN INC COM 09062X103   1,507,080 12,000 SH   SOLE   12,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   8,226,261 149,650 SH   SOLE   149,650 0 0
BIO-TECHNE CORP COM 09073M104   771,750 15,000 SH   SOLE   15,000 0 0
BIONTECH SE SPONSORED ADS 09075V102   3,819,079 35,870 SH   SOLE   35,870 0 0
BOSTON SCIENTIFIC CORP COM 101137107   31,793,360 296,000 SH   SOLE   296,000 0 0
BRUKER CORP COM 116794108   5,080,578 123,315 SH   SOLE   123,315 0 0
CARDINAL HEALTH INC COM 14149Y108   9,240,000 55,000 SH   SOLE   55,000 0 0
CENCORA INC COM 03073E105   14,805,094 49,375 SH   SOLE   49,375 0 0
CENTENE CORP DEL COM 15135B101   5,414,810 99,757 SH   SOLE   99,757 0 0
THE CIGNA GROUP COM 125523100   10,578,560 32,000 SH   SOLE   32,000 0 0
COOPER COS INC COM 216648501   12,097,200 170,000 SH   SOLE   170,000 0 0
CVS HEALTH CORP COM 126650100   20,374,071 295,362 SH   SOLE   295,362 0 0
CYTOKINETICS INC COM NEW 23282W605   3,444,420 104,250 SH   SOLE   104,250 0 0
DANAHER CORPORATION COM 235851102   23,991,628 121,452 SH   SOLE   121,452 0 0
DENALI THERAPEUTICS INC COM 24823R105   1,399,000 100,000 SH   SOLE   100,000 0 0
DEXCOM INC COM 252131107   13,922,755 159,500 SH   SOLE   159,500 0 0
DIANTHUS THERAPEUTICS INC COM 252828108   2,359,061 126,627 SH   SOLE   126,627 0 0
DOXIMITY INC CL A 26622P107   1,288,140 21,000 SH   SOLE   21,000 0 0
DYNAVAX TECHNOLOGIES CORP COM NEW 268158201   5,604,800 565,000 SH   SOLE   565,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   4,301,550 55,000 SH   SOLE   55,000 0 0
ELEVANCE HEALTH INC COM 036752103   17,367,064 44,650 SH   SOLE   44,650 0 0
ENCOMPASS HEALTH CORP COM 29261A100   16,726,732 136,400 SH   SOLE   136,400 0 0
EXACT SCIENCES CORP COM 30063P105   18,599,000 350,000 SH   SOLE   350,000 0 0
GILEAD SCIENCES INC COM 375558103   18,642,791 168,150 SH   SOLE   168,150 0 0
GLAUKOS CORP COM 377322102   24,273,150 235,000 SH   SOLE   235,000 0 0
HCA HEALTHCARE INC COM 40412C101   11,407,952 29,778 SH   SOLE   29,778 0 0
IMMUNOCORE HLDGS PLC ADS 45258D105   887,364 28,278 SH   SOLE   28,278 0 0
INMUNE BIO INC COM 45782T105   411,836 178,284 SH   SOLE   178,284 0 0
INSMED INC COM PAR $.01 457669307   17,655,778 175,435 SH   SOLE   175,435 0 0
INSPIRE MED SYS INC COM 457730109   3,957,985 30,500 SH   SOLE   30,500 0 0
INSULET CORP COM 45784P101   14,452,280 46,000 SH   SOLE   46,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   24,100,234 44,350 SH   SOLE   44,350 0 0
IONIS PHARMACEUTICALS INC COM 462222100   7,190,820 182,000 SH   SOLE   182,000 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100   1,114,262 647,827 SH   SOLE   647,827 0 0
IQVIA HLDGS INC COM 46266C105   2,048,670 13,000 SH   SOLE   13,000 0 0
JANUX THERAPEUTICS INC COM 47103J105   1,273,434 55,127 SH   SOLE   55,127 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105   11,570,264 109,030 SH   SOLE   109,030 0 0
KRYSTAL BIOTECH INC COM 501147102   1,752,615 12,750 SH   SOLE   12,750 0 0
KURA ONCOLOGY IN COM 50127T109   1,442,500 250,000 SH   SOLE   250,000 0 0
LILLY ELI & CO COM 532457108   45,111,401 57,870 SH   SOLE   57,870 0 0
LIVANOVA PLC SHS G5509L101   2,386,060 53,000 SH   SOLE   53,000 0 0
MCKESSON CORP COM 58155Q103   20,310,463 27,717 SH   SOLE   27,717 0 0
MEDTRONIC PLC SHS G5960L103   15,647,015 179,500 SH   SOLE   179,500 0 0
MERUS N V COM N5749R100   6,101,600 116,000 SH   SOLE   116,000 0 0
MIRUM PHARMACEUTICALS INC COM 604749101   3,346,272 65,755 SH   SOLE   65,755 0 0
MOLINA HEALTHCARE INC COM 60855R100   6,613,380 22,200 SH   SOLE   22,200 0 0
MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD 61559X104   2,124,000 45,000 SH   SOLE   45,000 0 0
NATERA INC COM 632307104   9,714,050 57,500 SH   SOLE   57,500 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   18,755,085 149,217 SH   SOLE   149,217 0 0
NURIX THERAPEUTICS INC COM 67080M103   2,107,150 185,000 SH   SOLE   185,000 0 0
NUVALENT INC COM 670703107   4,005,750 52,500 SH   SOLE   52,500 0 0
OSCAR HEALTH INC CL A 687793109   6,691,252 312,092 SH   SOLE   312,092 0 0
PENUMBRA INC COM 70975L107   5,517,545 21,500 SH   SOLE   21,500 0 0
PRIVIA HEALTH GROUP INC COM 74276R102   2,097,347 91,189 SH   SOLE   91,189 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105   10,944,000 190,000 SH   SOLE   190,000 0 0
RADNET INC COM 750491102   2,617,860 46,000 SH   SOLE   46,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107   14,542,500 27,700 SH   SOLE   27,700 0 0
RELAY THERAPEUTICS INC COM 75943R102   1,591,600 460,000 SH   SOLE   460,000 0 0
REPLIGEN CORP COM 759916109   2,425,410 19,500 SH   SOLE   19,500 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   12,394,320 344,000 SH   SOLE   344,000 0 0
STRUCTURE THERAPEUTICS INC SPONSORED ADS 86366E106   2,801,974 135,100 SH   SOLE   135,100 0 0
STRYKER CORPORATION COM 863667101   4,549,745 11,500 SH   SOLE   11,500 0 0
SUMMIT THERAPEUTICS INC COM 86627T108   1,659,840 78,000 SH   SOLE   78,000 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105   5,375,510 574,000 SH   SOLE   574,000 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   24,011,504 136,429 SH   SOLE   136,429 0 0
TG THERAPEUTICS INC COM 88322Q108   4,138,850 115,000 SH   SOLE   115,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   4,516,824 11,140 SH   SOLE   11,140 0 0
ULTRAGENYX PHARMACEUTICAL INC COM 90400D108   3,385,116 93,100 SH   SOLE   93,100 0 0
UNITED HEALTH GROUP INC COM 91324P102   9,493,247 30,430 SH   SOLE   30,430 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100   4,709,900 26,000 SH   SOLE   26,000 0 0
VERICEL CORP COM 92346J108   2,467,900 58,000 SH   SOLE   58,000 0 0
VERONA PHARMA PLC SPONSORED ADS 925050106   10,072,770 106,500 SH   SOLE   106,500 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100   27,359,766 61,455 SH   SOLE   61,455 0 0
VIKING THERAPEUTICS INC COM 92686J106   2,252,500 85,000 SH   SOLE   85,000 0 0
XENCOR INC COM 98401F105   1,302,795 165,750 SH   SOLE   165,750 0 0
XENON PHARMACEUTICALS INC COM 98420N105   1,095,500 35,000 SH   SOLE   35,000 0 0