2SEVENTY BIO INC COMMON STOCK 901384107 5697242 1453378 SH SOLE 1453378 0 0 AADI BIOSCIENCE INC COM 00032Q104 493283 101918 SH SOLE 101918 0 0 AC IMMUNE SA SHS H00263105 355079 124589 SH SOLE 124589 0 0 AEROVATE THERAPEUTICS INC COM 008064107 681784 50242 SH SOLE 50242 0 0 AFFIMED N V COM N01045108 801287 1676684 SH SOLE 1676684 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 4676872 41825 SH SOLE 41825 0 0 AMARIN CORP PLC SPONS ADR NEW 023111206 7757325 8431875 SH SOLE 8431875 0 0 AMNEAL PHARMACEUTICALS INC COM STK CL A 03168L105 11161849 2644988 SH SOLE 2644988 0 0 APELLIS PHARMACEUTICALS INC COM 03753U106 4665340 122643 SH SOLE 122643 0 0 ARGENX SE SPONSORED ADR 04016X101 2244291 4565 SH SOLE 4565 0 0 AVANTOR INC COM 05352A100 1781155 84495 SH SOLE 84495 0 0 BIO-TECHNE CORP COM 09073M104 26267464 385889 SH SOLE 385889 0 0 BIOCRYST PHARMACEUTICALS INC COM 09058V103 17552049 2479103 SH SOLE 2479103 0 0 BIOHAVEN LTD COM G1110E107 3409989 131103 SH SOLE 131103 0 0 BLACK DIAMOND THERAPEUTICS I COM 09203E105 967566 337131 SH SOLE 337131 0 0 CELLDEX THERAPEUTICS INC NEW COM NEW 15117B202 16185695 588143 SH SOLE 588143 0 0 CENTENE CORP DEL COM 15135B101 13129010 190607 SH SOLE 190607 0 0 COMMUNITY HEALTH SYS INC NEW COM 203668108 20723655 7146088 SH SOLE 7146088 0 0 CUREVAC N V COM N2451R105 3529703 516794 SH SOLE 516794 0 0 DANAHER CORPORATION COM 235851102 25748810 103784 SH SOLE 103784 0 0 ELEVANCE HEALTH INC COM 036752103 9446001 21694 SH SOLE 21694 0 0 GOSSAMER BIO INC COM 38341P102 3687519 4427857 SH SOLE 4427857 0 0 GSK PLC SPONSORED ADR 37733W204 118151148 3259342 SH SOLE 3259342 0 0 HCA HEALTHCARE INC COM 40412C101 27075757 110073 SH SOLE 110073 0 0 HEALTHEQUITY INC COM 42226A107 24728594 338516 SH SOLE 338516 0 0 HORIZON THERAPEUTICS PUB L SHS G46188101 23810737 205815 SH SOLE 205815 0 0 HUMANA INC COM 444859102 8816229 18121 SH SOLE 18121 0 0 ICON PLC SHS G4705A100 5170758 20998 SH SOLE 20998 0 0 ILLUMINA INC COM 452327109 22895833 166782 SH SOLE 166782 0 0 INFLARX NV COM N44821101 5177881 1737544 SH SOLE 1737544 0 0 INSPIRE MED SYS INC COM 457730109 38302492 193018 SH SOLE 193018 0 0 INSULET CORP COM 45784P101 3396978 21299 SH SOLE 21299 0 0 IONIS PHARMACEUTICALS INC COM 462222100 11450951 252446 SH SOLE 252446 0 0 IQVIA HLDGS INC COM 46266C105 4533317 23041 SH SOLE 23041 0 0 KRYSTAL BIOTECH INC COM 501147102 12617436 108771 SH SOLE 108771 0 0 LIQUIDIA CORPORATION COM NEW 53635D202 8847178 1395454 SH SOLE 1395454 0 0 MARAVAI LIFESCIENCES HLDGS I COM CL A 56600D107 4523230 452323 SH SOLE 452323 0 0 MEDPACE HLDGS INC COM 58506Q109 2136313 8823 SH SOLE 8823 0 0 MERUS N V COM N5749R100 3159956 134010 SH SOLE 134010 0 0 MOLINA HEALTHCARE INC COM 60855R100 4011406 12234 SH SOLE 12234 0 0 NATERA INC COM 632307104 110299143 2492636 SH SOLE 2492636 0 0 NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES N62509109 6110717 660618 SH SOLE 660618 0 0 PENNANT GROUP INC COM 70805E109 4072456 365899 SH SOLE 365899 0 0 PROTAGONIST THERAPEUTICS INC COM 74366E102 4782957 286748 SH SOLE 286748 0 0 PUMA BIOTECHNOLOGY INC COM 74587V107 4421422 1681149 SH SOLE 1681149 0 0 REPLIGEN CORP COM 759916109 2568489 16153 SH SOLE 16153 0 0 REVVITY INC COM 714046109 3619669 32698 SH SOLE 32698 0 0 SERES THERAPEUTICS INC COM 81750R102 5599083 2352556 SH SOLE 2352556 0 0 SHOCKWAVE MED INC COM 82489T104 16816384 84462 SH SOLE 84462 0 0 SPDR SER TR S&P BIOTECH 78464A870 1460400 20000 SH SOLE 20000 0 0 SUTRO BIOPHARMA INC COM 869367102 2670644 769638 SH SOLE 769638 0 0 SYNDAX PHARMACEUTICALS INC COM 87164F105 37697477 2596245 SH SOLE 2596245 0 0 TARO PHARMACEUTICAL INDS LTD SHS M8737E108 9628230 255323 SH SOLE 255323 0 0 TAYSHA GENE THERAPIES INC COM SHS 877619106 5390246 1705774 SH SOLE 1705774 0 0 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 70911267 6952085 SH SOLE 6952085 0 0 UNITED THERAPEUTICS CORP DEL COM 91307C102 60511251 267903 SH SOLE 267903 0 0 VAXCYTE INC COM 92243G108 9708121 190430 SH SOLE 190430 0 0 VERA THERAPEUTICS INC CL A 92337R101 20270084 1478489 SH SOLE 1478489 0 0 VIRIDIAN THERAPEUTICS INC COM 92790C104 6799762 443270 SH SOLE 443270 0 0 WATERS CORP COM 941848103 6340832 23124 SH SOLE 23124 0 0 XOMA CORP DEL COM NEW 98419J206 1267396 89950 SH SOLE 89950 0 0 AMN HEALTHCARE SVCS INC COM 001744101 4259000 50000 SH Put SOLE 50000 0 0 BRIDGEBIO PHARMA INC COM 10806X102 1471446 55800 SH Put SOLE 55800 0 0 ISHARES TR IBOXX HI YD ETF 464288513 6634800 90000 SH Put SOLE 90000 0 0 ISHARES TR ISHARES BIOTECH 464287556 8596987 70300 SH Put SOLE 70300 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 143308000 400000 SH Put SOLE 400000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 102595200 240000 SH Put SOLE 240000 0 0 ISHARES TR 20 YR TR BD ETF 464287432 8310253 93700 SH Put SOLE 93700 0 0 SPDR SER TR S&P BIOTECH 78464A870 5841600 80000 SH Put SOLE 80000 0 0