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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALKERMES PLC | COM | G01767105 | 41,651 | 1,398,159 | SH | SOLE | 1,398,159 | 0 | 0 | ||
| ASSEMBLY BIOSCIENCES INC | COM | 045396108 | 21 | 9,985 | SH | SOLE | 9,985 | 0 | 0 | ||
| BIOGEN INC | COM | 09062X103 | 23,912 | 117,248 | SH | SOLE | 117,248 | 0 | 0 | ||
| CARDINAL HEALTH INC | COM | 14149Y108 | 9,348 | 178,839 | SH | SOLE | 178,839 | 0 | 0 | ||
| EAGLE PHARMACEUTICALS INC | COM | 269796108 | 5,377 | 121,014 | SH | SOLE | 121,014 | 0 | 0 | ||
| EMBECTA CORP | COM | 29082K105 | 25,755 | 1,017,194 | SH | SOLE | 1,017,194 | 0 | 0 | ||
| ENANTA PHARMACEUTICALS INC | COM | 29251M106 | 29,533 | 624,768 | SH | SOLE | 624,768 | 0 | 0 | ||
| EXELIXIS INC | COM | 30161Q104 | 31,373 | 1,506,885 | SH | SOLE | 1,506,885 | 0 | 0 | ||
| KODIAK SCIENCES INC | COM | 50015M109 | 4,234 | 554,192 | SH | SOLE | 554,192 | 0 | 0 | ||
| MCKESSON CORP | COM | 58155Q103 | 27,041 | 82,894 | SH | SOLE | 82,894 | 0 | 0 | ||
| NEXTCURE INC | COM | 65343E108 | 146 | 30,999 | SH | SOLE | 30,999 | 0 | 0 | ||
| REGENERON PHARMACEUTICALS | COM | 75886F107 | 35,695 | 60,384 | SH | SOLE | 60,384 | 0 | 0 | ||
| TARO PHARMACEUTICAL INDUS | COM | M8737E108 | 20,992 | 580,524 | SH | SOLE | 580,524 | 0 | 0 | ||
| UNITED THERAPEUTICS CORP | COM | 91307C102 | 47,417 | 201,228 | SH | SOLE | 201,228 | 0 | 0 | ||