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 | CALL | 282559903 | 3,088,000 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | ||
| AKERO THERAPEUTICS INC | COM | 00973Y108 | 5,058,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| ALKERMES PLC | SHS | G01767105 | 7,702,750 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | |||
| AMGEN INC | COM | 031162100 | 17,469,400 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | |||
| ARGENX SE | SPONSORED ADR | 04016X101 | 34,414,100 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||
| AVANTOR INC | COM | 05352A100 | 11,067,000 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | |||
| BECTON DICKINSON & CO | COM | 075887109 | 16,804,450 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | |||
| BLUEPRINT MEDICINES CORP | COM | 09627Y109 | 2,511,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 29,040,000 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | |||
| BRIDGEBIO PHARMA INC | COM | 10806X102 | 7,251,750 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | |||
| CABALETTA BIO INC | COM | 12674W109 | 5,022,600 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | |||
| CATALENT INC | COM | 148806102 | 7,284,800 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | |||
| CENCORA INC | COM | 03073E105 | 19,796,700 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | |||
| COOPER COS INC | COM NEW | 216648402 | 4,770,150 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | |||
| CRINETICS PHARMACEUTICALS IN | COM | 22663K107 | 5,948,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| CRISPR THERAPEUTICS AG | NAMEN AKT | H17182108 | 12,482,250 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | |||
| CYTOKINETICS INC | COM NEW | 23282W605 | 23,568,000 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | |||
| DEXCOM INC | COM | 252131107 | 16,327,500 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | |||
| ELANCO ANIMAL HEALTH INC | COM | 28414H103 | 8,407,520 | 748,000 | SH | SOLE | 748,000 | 0 | 0 | |||
| ELEVANCE HEALTH INC | COM | 036752103 | 10,885,500 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||
| ELI LILLY & CO | COM | 532457108 | 13,428,250 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | |||
| ENCOMPASS HEALTH CORP | COM | 29261A100 | 16,790,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| ENVISTA HOLDINGS CORPORATION | COM | 29415F104 | 4,182,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| GUARDANT HEALTH INC | COM | 40131M109 | 9,633,000 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | |||
| HCA HEALTHCARE INC | COM | 40412C101 | 2,459,800 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| HOLOGIC INC | COM | 436440101 | 8,675,000 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | |||
| INARI MED INC | COM | 45332Y109 | 22,890,000 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | |||
| INSPIRE MED SYS INC | COM | 457730109 | 20,836,200 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | |||
| INTRA-CELLULAR THERAPIES INC | COM | 46116X101 | 6,927,970 | 133,000 | SH | SOLE | 133,000 | 0 | 0 | |||
| KRYSTAL BIOTECH INC | COM | 501147102 | 8,120,000 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||
| LIFESTANCE HEALTH GROUP INC | COM | 53228F101 | 8,931,000 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | |||
| LONGBOARD PHARMACEUTICALS IN | COM | 54300N103 | 4,225,600 | 760,000 | SH | SOLE | 760,000 | 0 | 0 | |||
| MCKESSON CORP | COM | 58155Q103 | 21,742,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| MEDTRONIC PLC | SHS | G5960L103 | 23,508,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
| MERCK & CO INC | COM | 58933Y105 | 5,147,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| MOLINA HEALTHCARE INC | COM | 60855R100 | 11,476,150 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | |||
| MOONLAKE IMMUNOTHERAPEUTICS | CLASS A ORD | 61559X104 | 28,500,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||
| MOONLAKE IMMUNOTHERAPEUTICS | PUT | 61559X954 | 8,550,000 | 150,000 | SH | Put | SOLE | 150,000 | 0 | 0 | ||
| NATERA INC | COM | 632307104 | 8,850,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 9,562,500 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | |||
| NOVARTIS AG | SPONSORED ADR | 66987V109 | 20,372,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| PACIFIC BIOSCIENCES CALIF IN | COM | 69404D108 | 6,680,000 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | |||
| PFIZER INC | COM | 717081103 | 4,975,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| RELAY THERAPEUTICS INC | COM | 75943R102 | 6,728,000 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | |||
| REPLIMUNE GROUP INC | COM | 76029N106 | 4,277,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| REVANCE THERAPEUTICS INC | COM | 761330109 | 1,147,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| REVOLUTION MEDICINES INC | COM | 76155X100 | 14,532,000 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | |||
| REVVITY INC | COM | 714046109 | 11,070,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| ROIVANT SCIENCES LTD | SHS | G76279101 | 5,256,000 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | |||
| SAREPTA THERAPEUTICS INC | CALL | 803607900 | 6,061,000 | 50,000 | SH | Call | SOLE | 50,000 | 0 | 0 | ||
| SI-BONE INC | COM | 825704109 | 10,301,400 | 485,000 | SH | SOLE | 485,000 | 0 | 0 | |||
| SILK RD MED INC | COM | 82710M100 | 2,248,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
| SUPERNUS PHARMACEUTICALS INC | COM | 868459108 | 6,065,400 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | |||
| TANDEM DIABETES CARE INC | COM NEW | 875372203 | 2,700,100 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | |||
| TELADOC HEALTH INC | COM | 87918A105 | 11,154,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | |||
| TENET HEALTHCARE CORP | COM NEW | 88033G407 | 35,580,600 | 540,000 | SH | SOLE | 540,000 | 0 | 0 | |||
| TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 881624209 | 10,200,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | |||
| THE CIGNA GROUP | COM | 125523100 | 17,164,200 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | |||
| VENTYX BIOSCIENCES INC | COM | 92332V107 | 14,933,900 | 430,000 | SH | SOLE | 430,000 | 0 | 0 | |||
| VIKING THERAPEUTICS INC | COM | 92686J106 | 8,856,000 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | |||
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 5,560,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| WW INTL INC | COM | 98262P101 | 2,767,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
| ZENTALIS PHARMACEUTICALS INC | COM | 98943L107 | 9,027,000 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | |||
| ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | 7,855,400 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||
| ZOETIS INC | CL A | 98978V103 | 3,479,600 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||