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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| 89BIO INC | COM | 282559103 | 5,768,883 | 392,441 | SH | SOLE | 392,441 | 0 | 0 | |||
| ABIVAX SA | SPONSORED ADS | 00370M103 | 36,209,765 | 426,499 | SH | SOLE | 426,499 | 0 | 0 | |||
| ACADIA PHARMACEUTICALS INC | COM | 004225108 | 3,504,818 | 164,237 | SH | SOLE | 164,237 | 0 | 0 | |||
| ALECTOR INC | COM | 014442107 | 4,406,626 | 1,488,725 | SH | SOLE | 1,488,725 | 0 | 0 | |||
| AMARIN CORP PLC | SPONSORED ADR | 023111404 | 2,739,981 | 167,276 | SH | SOLE | 167,276 | 0 | 0 | |||
| ANTERIS TECHNOLOGIES GLOBAL | COM | 03675P102 | 2,250,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||
| ARCUTIS BIOTHERAPEUTICS INC | COM | 03969K108 | 2,101,134 | 111,466 | SH | SOLE | 111,466 | 0 | 0 | |||
| ARDELYX INC | COM | 039697107 | 7,875,867 | 1,429,377 | SH | SOLE | 1,429,377 | 0 | 0 | |||
| ARS PHARMACEUTICALS INC | COM | 82835W108 | 9,813,936 | 976,511 | SH | SOLE | 976,511 | 0 | 0 | |||
| ATYR PHARMA INC | COM NEW | 002120202 | 474,681 | 658,000 | SH | Put | SOLE | 658,000 | 0 | 0 | ||
| AVANTOR INC | COM | 05352A100 | 11,537,036 | 924,442 | SH | SOLE | 924,442 | 0 | 0 | |||
| AVIDITY BIOSCIENCES INC | COM | 05370A108 | 13,197,832 | 302,911 | SH | SOLE | 302,911 | 0 | 0 | |||
| BICYCLE THERAPEUTICS PLC | SPONSORED ADS | 088786108 | 1,504,966 | 194,440 | SH | SOLE | 194,440 | 0 | 0 | |||
| BIO-TECHNE CORP | COM | 09073M104 | 32,907,370 | 591,540 | SH | SOLE | 591,540 | 0 | 0 | |||
| BIOCRYST PHARMACEUTICALS INC | COM | 09058V103 | 10,425,814 | 1,373,625 | SH | SOLE | 1,373,625 | 0 | 0 | |||
| BIOGEN INC | COM | 09062X103 | 7,251,241 | 51,765 | SH | SOLE | 51,765 | 0 | 0 | |||
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 7,942,131 | 146,642 | SH | SOLE | 146,642 | 0 | 0 | |||
| BIOVENTUS INC | COM CL A | 09075A108 | 2,903,012 | 433,933 | SH | SOLE | 433,933 | 0 | 0 | |||
| BRUKER CORP | COM | 116794108 | 22,324,821 | 687,129 | SH | SOLE | 687,129 | 0 | 0 | |||
| CATALYST PHARMACEUTICALS INC | COM | 14888U101 | 6,910,996 | 350,812 | SH | SOLE | 350,812 | 0 | 0 | |||
| CELLDEX THERAPEUTICS INC NEW | COM NEW | 15117B202 | 29,851,910 | 1,153,920 | SH | SOLE | 1,153,920 | 0 | 0 | |||
| CENTENE CORP DEL | COM | 15135B101 | 8,011,944 | 224,550 | SH | SOLE | 224,550 | 0 | 0 | |||
| CERIBELL INC | COM | 15678C102 | 196,410 | 17,094 | SH | SOLE | 17,094 | 0 | 0 | |||
| COMMUNITY HEALTH SYS INC NEW | COM | 203668108 | 22,309,664 | 6,950,051 | SH | SOLE | 6,950,051 | 0 | 0 | |||
| CONTINEUM THERAPEUTICS INC | CL A | 21217B100 | 1,581,773 | 134,619 | SH | SOLE | 134,619 | 0 | 0 | |||
| DANAHER CORPORATION | COM | 235851102 | 19,681,865 | 99,273 | SH | SOLE | 99,273 | 0 | 0 | |||
| DYNAVAX TECHNOLOGIES CORP | COM NEW | 268158201 | 6,886,723 | 693,527 | SH | SOLE | 693,527 | 0 | 0 | |||
| DYNE THERAPEUTICS INC | COM | 26818M108 | 126,500 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| EDGEWISE THERAPEUTICS INC | COM | 28036F105 | 8,146,235 | 502,234 | SH | SOLE | 502,234 | 0 | 0 | |||
| EHEALTH INC | COM | 28238P109 | 553,068 | 128,322 | SH | SOLE | 128,322 | 0 | 0 | |||
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | 14,533,938 | 44,980 | SH | SOLE | 44,980 | 0 | 0 | |||
| EVOLUS INC | COM | 30052C107 | 9,057,169 | 1,475,109 | SH | SOLE | 1,475,109 | 0 | 0 | |||
| FORTREA HLDGS INC | COMMON STOCK | 34965K107 | 1,847,213 | 219,384 | SH | SOLE | 219,384 | 0 | 0 | |||
| GERON CORP | COM | 374163103 | 17,260,633 | 12,599,002 | SH | SOLE | 12,599,002 | 0 | 0 | |||
| GOSSAMER BIO INC | COM | 38341P102 | 2,433,363 | 925,233 | SH | SOLE | 925,233 | 0 | 0 | |||
| GSK PLC | SPONSORED ADR | 37733W204 | 91,518,449 | 2,120,446 | SH | SOLE | 2,120,446 | 0 | 0 | |||
| HCA HEALTHCARE INC | COM | 40412C101 | 47,606,540 | 111,700 | SH | SOLE | 111,700 | 0 | 0 | |||
| HEALTHEQUITY INC | COM | 42226A107 | 4,964,811 | 52,388 | SH | SOLE | 52,388 | 0 | 0 | |||
| HUMANA INC | COM | 444859102 | 4,332,351 | 16,652 | SH | SOLE | 16,652 | 0 | 0 | |||
| ICON PLC | SHS | G4705A100 | 9,629,375 | 55,025 | SH | SOLE | 55,025 | 0 | 0 | |||
| ILLUMINA INC | COM | 452327109 | 11,745,320 | 123,674 | SH | SOLE | 123,674 | 0 | 0 | |||
| INFLARX NV | COM | N44821101 | 2,319,051 | 1,730,635 | SH | SOLE | 1,730,635 | 0 | 0 | |||
| INSULET CORP | COM | 45784P101 | 14,079,323 | 45,604 | SH | SOLE | 45,604 | 0 | 0 | |||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 6,451,740 | 14,426 | SH | SOLE | 14,426 | 0 | 0 | |||
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 138,085,100 | 230,000 | SH | Put | SOLE | 230,000 | 0 | 0 | ||
| INVIVYD INC | COM | 00534A102 | 2,251,992 | 2,047,265 | SH | SOLE | 2,047,265 | 0 | 0 | |||
| IONIS PHARMACEUTICALS INC | COM | 462222100 | 35,239,203 | 538,661 | SH | SOLE | 538,661 | 0 | 0 | |||
| KORRO BIO INC | COM | 500946108 | 998,794 | 20,856 | SH | SOLE | 20,856 | 0 | 0 | |||
| KURA ONCOLOGY INC | COM | 50127T109 | 2,333,108 | 263,628 | SH | SOLE | 263,628 | 0 | 0 | |||
| LIQUIDIA CORPORATION | COM NEW | 53635D202 | 11,052,118 | 486,021 | SH | SOLE | 486,021 | 0 | 0 | |||
| MANNKIND CORP | COM NEW | 56400P706 | 10,969,444 | 2,042,727 | SH | SOLE | 2,042,727 | 0 | 0 | |||
| MARAVAI LIFESCIENCES HLDGS I | COM CL A | 56600D107 | 834,232 | 290,673 | SH | SOLE | 290,673 | 0 | 0 | |||
| MERUS N V | COM | N5749R100 | 4,524,284 | 48,054 | SH | SOLE | 48,054 | 0 | 0 | |||
| MIRUM PHARMACEUTICALS INC | COM | 604749101 | 3,615,209 | 49,314 | SH | SOLE | 49,314 | 0 | 0 | |||
| MOLINA HEALTHCARE INC | COM | 60855R100 | 1,812,179 | 9,470 | SH | SOLE | 9,470 | 0 | 0 | |||
| NATERA INC | COM | 632307104 | 83,647,095 | 519,644 | SH | SOLE | 519,644 | 0 | 0 | |||
| NEKTAR THERAPEUTICS | COM NEW | 640268306 | 2,838,741 | 49,890 | SH | SOLE | 49,890 | 0 | 0 | |||
| NEWAMSTERDAM PHARMA COMPANY | ORDINARY SHARES | N62509109 | 13,895,556 | 488,592 | SH | SOLE | 488,592 | 0 | 0 | |||
| NOVAVAX INC | COM NEW | 670002401 | 2,108,405 | 243,184 | SH | SOLE | 243,184 | 0 | 0 | |||
| NOVO-NORDISK A S | ADR | 670100205 | 12,080,617 | 217,708 | SH | SOLE | 217,708 | 0 | 0 | |||
| PALVELLA THERAPEUTICS INC NE | COM | 697947109 | 711,093 | 11,343 | SH | SOLE | 11,343 | 0 | 0 | |||
| PENNANT GROUP INC | COM | 70805E109 | 957,856 | 37,980 | SH | SOLE | 37,980 | 0 | 0 | |||
| PLIANT THERAPEUTICS INC | COM | 729139105 | 1,220,399 | 824,594 | SH | SOLE | 824,594 | 0 | 0 | |||
| RAPPORT THERAPEUTICS INC | COM | 75383L102 | 4,263,880 | 143,565 | SH | SOLE | 143,565 | 0 | 0 | |||
| REGENERON PHARMACEUTICALS | COM | 75886F107 | 9,401,154 | 16,720 | SH | SOLE | 16,720 | 0 | 0 | |||
| RELAY THERAPEUTICS INC | COM | 75943R102 | 2,500,672 | 479,056 | SH | SOLE | 479,056 | 0 | 0 | |||
| REPLIGEN CORP | COM | 759916109 | 14,046,979 | 105,087 | SH | SOLE | 105,087 | 0 | 0 | |||
| REPLIMUNE GROUP INC | COM | 76029N106 | 251,366 | 59,992 | SH | SOLE | 59,992 | 0 | 0 | |||
| RETRACTABLE TECHNOLOGIES INC | COM | 76129W105 | 305,911 | 363,315 | SH | SOLE | 363,315 | 0 | 0 | |||
| REVVITY INC | COM | 714046109 | 34,561,359 | 394,311 | SH | SOLE | 394,311 | 0 | 0 | |||
| STRUCTURE THERAPEUTICS INC | SPONSORED ADS | 86366E106 | 4,658,948 | 166,391 | SH | SOLE | 166,391 | 0 | 0 | |||
| SURROZEN INC | COM NEW | 86889P208 | 992,106 | 76,997 | SH | SOLE | 76,997 | 0 | 0 | |||
| SUTRO BIOPHARMA INC | COM | 869367102 | 1,989,776 | 2,291,313 | SH | SOLE | 2,291,313 | 0 | 0 | |||
| SYNDAX PHARMACEUTICALS INC | COM | 87164F105 | 53,344,626 | 3,467,314 | SH | SOLE | 3,467,314 | 0 | 0 | |||
| TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 881624209 | 27,545,791 | 1,363,653 | SH | SOLE | 1,363,653 | 0 | 0 | |||
| TRAVERE THERAPEUTICS INC | COM | 89422G107 | 33,871,176 | 1,417,204 | SH | SOLE | 1,417,204 | 0 | 0 | |||
| TYRA BIOSCIENCES INC | COM | 90240B106 | 3,815,157 | 272,706 | SH | SOLE | 272,706 | 0 | 0 | |||
| UNIQURE NV | SHS | N90064101 | 51,212,262 | 877,373 | SH | SOLE | 877,373 | 0 | 0 | |||
| UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | 106,152,356 | 253,220 | SH | SOLE | 253,220 | 0 | 0 | |||
| UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | 6,791,202 | 16,200 | SH | Put | SOLE | 16,200 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 21,691,746 | 62,820 | SH | SOLE | 62,820 | 0 | 0 | |||
| VAXCYTE INC | COM | 92243G108 | 51,219,828 | 1,421,983 | SH | SOLE | 1,421,983 | 0 | 0 | |||
| VERA THERAPEUTICS INC | CL A | 92337R101 | 81,595,714 | 2,807,836 | SH | SOLE | 2,807,836 | 0 | 0 | |||
| VIRIDIAN THERAPEUTICS INC | COM | 92790C104 | 41,526,523 | 1,924,306 | SH | SOLE | 1,924,306 | 0 | 0 | |||
| ZENAS BIOPHARMA INC | COM | 98937L105 | 3,524,072 | 158,742 | SH | SOLE | 158,742 | 0 | 0 | |||
| ZIMVIE INC | COM | 98888T107 | 39,383,457 | 2,079,380 | SH | SOLE | 2,079,380 | 0 | 0 | |||