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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
908 DEVICES INC COM 65443P102   3,753,655 728,865 SH   SOLE   728,865 0 0
ABBVIE INC COM 00287Y109   48,824,369 284,657 SH   SOLE   284,657 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109   56,671,126 839,075 SH   SOLE   839,075 0 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109   20,140,428 298,200 SH Call SOLE   298,200 0 0
AGILON HEALTH INC COM 00857U107   16,476,981 2,519,416 SH   SOLE   2,519,416 0 0
ALUMIS INC COM 022307102   1,662,500 125,000 SH   SOLE   125,000 0 0
ARGENX SE SPONSORED ADR 04016X101   26,535,188 61,704 SH   SOLE   61,704 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101   45,704,676 555,140 SH   SOLE   555,140 0 0
BROOKDALE SR LIVING INC COM 112463104   39,627,257 5,801,941 SH   SOLE   5,801,941 0 0
DANAHER CORPORATION COM 235851102   46,724,698 187,011 SH   SOLE   187,011 0 0
DEXCOM INC COM 252131107   66,009,723 582,199 SH   SOLE   582,199 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   67,169,617 727,180 SH   SOLE   727,180 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103   9,535,344 660,800 SH Call SOLE   660,800 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103   46,586,375 3,228,439 SH   SOLE   3,228,439 0 0
GLAUKOS CORP COM 377322102   60,140,263 508,156 SH   SOLE   508,156 0 0
INSMED INC COM PAR $.01 457669307   27,684,132 413,196 SH   SOLE   413,196 0 0
INSPIRE MED SYS INC COM 457730109   37,738,989 281,992 SH   SOLE   281,992 0 0
INSULET CORP COM 45784P101   53,283,474 264,041 SH   SOLE   264,041 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   53,820,622 120,986 SH   SOLE   120,986 0 0
MCKESSON CORP COM 58155Q103   53,804,685 92,125 SH   SOLE   92,125 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109   27,534,000 200,000 SH   SOLE   200,000 0 0
OSCAR HEALTH INC CL A 687793109   28,986,290 1,832,256 SH   SOLE   1,832,256 0 0
SCHRODINGER INC COM 80810D103   21,914,193 1,133,102 SH   SOLE   1,133,102 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   53,628,006 3,300,185 SH   SOLE   3,300,185 0 0
TWIST BIOSCIENCE CORP COM 90184D100   25,943,702 526,455 SH   SOLE   526,455 0 0
WEST PHARMACEUTICAL SVSC INC COM 955306105   43,778,566 132,908 SH   SOLE   132,908 0 0