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
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AADI BIOSCIENCE INC COM 00032Q104   1,307,608 101,918 SH   SOLE   101,918 0 0
AC IMMUNE SA SHS H00263105   254,162 124,589 SH   SOLE   124,589 0 0
AEROVATE THERAPEUTICS INC COM 008064107   2,673,684 91,252 SH   SOLE   91,252 0 0
AFFIMED N V COM N01045108   409,478 330,224 SH   SOLE   330,224 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   1,780,215 11,878 SH   SOLE   11,878 0 0
AMNEAL PHARMACEUTICALS INC COM STK CL A 03168L105   1,653,610 830,960 SH   SOLE   830,960 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106   8,004,501 154,796 SH   SOLE   154,796 0 0
ARGENX SE SPONSORED ADR 04016X101   1,316,813 3,476 SH   SOLE   3,476 0 0
AVANTOR INC COM 05352A100   12,658,218 600,200 SH   SOLE   600,200 0 0
BIO-TECHNE CORP COM 09073M104   1,378,709 16,635 SH   SOLE   16,635 0 0
BIOCRYST PHARMACEUTICALS INC COM 09058V103   10,107,991 880,487 SH   SOLE   880,487 0 0
BIOGEN INC COM 09062X103   38,034,408 137,348 SH   SOLE   137,348 0 0
BIOHAVEN LTD COM G1110E107   2,576,059 185,595 SH   SOLE   185,595 0 0
CABALETTA BIO INC COM 12674W109   2,616,585 282,874 SH   SOLE   282,874 0 0
CATALENT INC COM 148806102   31,132,382 691,677 SH   SOLE   691,677 0 0
CELLDEX THERAPEUTICS INC NEW COM NEW 15117B202   24,904,557 558,774 SH   SOLE   558,774 0 0
CENTENE CORP DEL COM 15135B101   17,596,148 214,561 SH   SOLE   214,561 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108   8,648,614 2,001,994 SH   SOLE   2,001,994 0 0
DANAHER CORPORATION COM 235851102   43,189,420 162,571 SH   SOLE   162,571 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104   21,629,776 642,405 SH   SOLE   642,405 0 0
EVOLUS INC COM 30052C107   5,360,443 713,774 SH   SOLE   713,774 0 0
FATE THERAPEUTICS INC COM 31189P102   439,541 43,562 SH   SOLE   43,562 0 0
GLYCOMIMETICS INC COM 38000Q102   304,754 100,579 SH   SOLE   100,579 0 0
GOHEALTH INC CL A NEW 38046W204   527,955 50,522 SH   SOLE   50,522 0 0
GOSSAMER BIO INC COM 38341P102   334,640 154,212 SH   SOLE   154,212 0 0
GSK PLC SPONSORED ADR 37733W204   123,825,940 3,490,457 SH   SOLE   3,490,457 0 0
GUARDANT HEALTH INC COM 40131M109   3,974,709 146,129 SH   SOLE   146,129 0 0
HALEON PLC SPON ADS 405552100   15,051,760 1,881,470 SH   SOLE   1,881,470 0 0
HESKA CORP COM RESTRC NEW 42805E306   1,210,566 19,475 SH   SOLE   19,475 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101   121,133,955 1,064,446 SH   SOLE   1,064,446 0 0
HUMANA INC COM 444859102   10,726,489 20,911 SH   SOLE   20,911 0 0
ICON PLC SHS G4705A100   12,955,115 66,693 SH   SOLE   66,693 0 0
ILLUMINA INC COM 452327109   28,321,547 140,067 SH   SOLE   140,067 0 0
INCYTE CORP COM 45337C102   5,140,159 63,996 SH   SOLE   63,996 0 0
IONIS PHARMACEUTICALS INC COM 462222100   9,101,626 240,975 SH   SOLE   240,975 0 0
IQVIA HLDGS INC COM 46266C105   2,231,047 10,889 SH   SOLE   10,889 0 0
IVERIC BIO INC COM 46583P102   7,509,493 350,747 SH   SOLE   350,747 0 0
LIQUIDIA CORPORATION COM NEW 53635D202   8,223,116 1,290,913 SH   SOLE   1,290,913 0 0
MERUS N V COM N5749R100   2,855,081 184,556 SH   SOLE   184,556 0 0
MODEL N INC COM 607525102   8,837,213 217,880 SH   SOLE   217,880 0 0
NATERA INC COM 632307104   107,894,973 2,685,959 SH   SOLE   2,685,959 0 0
PERKINELMER INC COM 714046109   1,567,379 11,178 SH   SOLE   11,178 0 0
PLIANT THERAPEUTICS INC COM 729139105   2,656,387 137,423 SH   SOLE   137,423 0 0
PUMA BIOTECHNOLOGY INC COM 74587V107   6,377,414 1,507,663 SH   SOLE   1,507,663 0 0
REPLIGEN CORP COM 759916109   9,651,347 57,004 SH   SOLE   57,004 0 0
SANOFI SPONSORED ADR 80105N105   77,650,144 1,603,348 SH   SOLE   1,603,348 0 0
SERES THERAPEUTICS INC COM 81750R102   12,325,594 2,200,999 SH   SOLE   2,200,999 0 0
SPDR SER TR S&P BIOTECH 78464A870   17,935,221 216,087 SH   SOLE   216,087 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105   41,247,146 1,620,713 SH   SOLE   1,620,713 0 0
TARO PHARMACEUTICAL INDS LTD SHS M8737E108   6,547,416 225,462 SH   SOLE   225,462 0 0
TENET HEALTHCARE CORP COM NEW 88033G407   12,421,251 254,586 SH   SOLE   254,586 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   42,978,885 4,712,597 SH   SOLE   4,712,597 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   64,735,737 232,787 SH   SOLE   232,787 0 0
VAXCYTE INC COM 92243G108   8,556,821 178,453 SH   SOLE   178,453 0 0
VERA THERAPEUTICS INC CL A 92337R101   7,958,810 411,308 SH   SOLE   411,308 0 0
XENON PHARMACEUTICALS INC COM 98420N105   10,871,009 275,704 SH   SOLE   275,704 0 0
XOMA CORP DEL COM NEW 98419J206   1,598,463 86,873 SH   SOLE   86,873 0 0
AMARIN CORP PLC SPONS ADR NEW 023111906   3,973,778 3,284,114 SH   SOLE   3,284,114 0 0
COMMUNITY HEALTH SYS INC NEW COM 203668108   1,351,728 312,900 SH Call SOLE   312,900 0 0
ELEVANCE HEALTH INC COM 036752903   14,384,705 28,042 SH   SOLE   28,042 0 0
GSK PLC SPONSORED AD 37733W204   73,572,618 2,093,700 SH Call SOLE   2,093,700 0 0
MERCK & CO INC COM 58933Y105   5,403,265 48,700 SH Call SOLE   48,700 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   2,488,848 272,900 SH Call SOLE   272,900 0 0
SPDR SER TR S&P BIOTECH 78464A870   7,470,000 90,000 SH Call SOLE   90,000 0 0