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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALKERMES PLC COM G01767105 31,523 1,411,682 SH   SOLE   1,411,682 0 0
BIOGEN INC COM 09062X103 49,301 184,648 SH   SOLE   184,648 0 0
CARDINAL HEALTH INC COM 14149Y108 22,454 336,742 SH   SOLE   336,742 0 0
EAGLE PHARMACEUTICALS INC COM 269796108 3,199 121,083 SH   SOLE   121,083 0 0
EMBECTA CORP COM 29082K105 29,487 1,024,200 SH   SOLE   1,024,200 0 0
ENANTA PHARMACEUTICALS INC COM 29251M106 30,570 589,360 SH   SOLE   589,360 0 0
EXELIXIS INC COM 30161Q104 28,561 1,821,475 SH   SOLE   1,821,475 0 0
KODIAK SCIENCES INC COM 50015M109 3,633 469,388 SH   SOLE   469,388 0 0
MCKESSON CORP COM 58155Q103 10,846 31,913 SH   SOLE   31,913 0 0
NEXTCURE INC COM 65343E108 86 31,298 SH   SOLE   31,298 0 0
REGENERON PHARMACEUTICALS COM 75886F107 41,945 60,889 SH   SOLE   60,889 0 0
TARO PHARMACEUTICAL INDUS COM M8737E108 17,412 580,793 SH   SOLE   580,793 0 0
UNITED THERAPEUTICS CORP COM 91307C102 41,961 200,407 SH   SOLE   200,407 0 0
VANDA PHARMACEUTICALS INC COM 921659108 3,086 312,299 SH   SOLE   312,299 0 0