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 |
| ABBVIE INC | COM | 00287Y109 | 19,748,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 | 62,458,850 | 985,000 | SH | SOLE | 985,000 | 0 | 0 | |||
| ALTO NEUROSCIENCE INC | COM SHS | 02157Q109 | 2,745,600 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | |||
| APOGEE THERAPEUTICS INC | COM | 03770N101 | 9,045,960 | 154,000 | SH | SOLE | 154,000 | 0 | 0 | |||
| ARGENX SE | SPONSORED ADR | 04016X101 | 20,707,456 | 38,200 | SH | SOLE | 38,200 | 0 | 0 | |||
| ARVINAS INC | COM | 04335A105 | 36,871,110 | 1,497,000 | SH | SOLE | 1,497,000 | 0 | 0 | |||
| ASCENDIS PHARMA A/S | SPONSORED ADR | 04351P101 | 17,767,890 | 119,000 | SH | SOLE | 119,000 | 0 | 0 | |||
| AVANTOR INC | COM | 05352A100 | 31,949,450 | 1,235,000 | SH | SOLE | 1,235,000 | 0 | 0 | |||
| AXSOME THERAPEUTICS INC | COM | 05464T104 | 26,610,507 | 296,100 | SH | SOLE | 296,100 | 0 | 0 | |||
| BIOHAVEN LTD | COM | G1110E107 | 23,236,050 | 465,000 | SH | SOLE | 465,000 | 0 | 0 | |||
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 22,492,800 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | |||
| BIONTECH SE | SPONSORED ADS | 09075V102 | 17,221,650 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | |||
| BLUEBIRD BIO INC | COM | 09609G100 | 847,379 | 1,631,143 | SH | SOLE | 1,631,143 | 0 | 0 | |||
| BLUEPRINT MEDICINES CORP | COM | 09627Y109 | 29,137,500 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | |||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 80,615,600 | 962,000 | SH | SOLE | 962,000 | 0 | 0 | |||
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 13,607,620 | 263,000 | SH | SOLE | 263,000 | 0 | 0 | |||
| CAREMAX INC | CL A NEW | 14171W202 | 36,040 | 21,200 | SH | SOLE | 21,200 | 0 | 0 | |||
| CENTESSA PHARMACEUTICALS PLC | SPONSORED ADS | 152309100 | 34,090,680 | 2,132,000 | SH | SOLE | 2,132,000 | 0 | 0 | |||
| CG ONCOLOGY INC | COM | 156944100 | 62,480,880 | 1,656,000 | SH | SOLE | 1,656,000 | 0 | 0 | |||
| COGENT BIOSCIENCES INC | COM | 19240Q201 | 10,810,800 | 1,001,000 | SH | SOLE | 1,001,000 | 0 | 0 | |||
| CONTEXT THERAPEUTICS INC | COM | 21077P108 | 14,537,624 | 7,417,155 | SH | SOLE | 7,417,155 | 0 | 0 | |||
| CULLINAN THERAPEUTICS INC | COM | 230031106 | 7,114,500 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | |||
| CYBIN INC | COM NEW | 23256X407 | 8,161,020 | 918,000 | SH | SOLE | 918,000 | 0 | 0 | |||
| DANAHER CORPORATION | COM | 235851102 | 26,411,900 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | |||
| DEXCOM INC | COM | 252131107 | 16,089,600 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | |||
| DIANTHUS THERAPEUTICS INC | COM | 252828108 | 79,873,785 | 2,917,231 | SH | SOLE | 2,917,231 | 0 | 0 | |||
| DYNE THERAPEUTICS INC | COM | 26818M108 | 5,926,800 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | |||
| EDITAS MEDICINE INC | COM | 28106W103 | 4,995,650 | 1,465,000 | SH | SOLE | 1,465,000 | 0 | 0 | |||
| ESTABLISHMENT LABS HLDGS INC | COM | G31249108 | 7,312,630 | 169,000 | SH | SOLE | 169,000 | 0 | 0 | |||
| EXACT SCIENCES CORP | COM | 30063P105 | 40,054,560 | 588,000 | SH | SOLE | 588,000 | 0 | 0 | |||
| GLAUKOS CORP | COM | 377322102 | 44,933,572 | 344,900 | SH | SOLE | 344,900 | 0 | 0 | |||
| HUMANA INC | COM | 444859102 | 41,081,178 | 129,700 | SH | SOLE | 129,700 | 0 | 0 | |||
| HYPERFINE INC | COM CL A | 44916K106 | 1,283,232 | 1,188,178 | SH | SOLE | 1,188,178 | 0 | 0 | |||
| IDEAYA BIOSCIENCES INC | COM | 45166A102 | 43,496,640 | 1,373,000 | SH | SOLE | 1,373,000 | 0 | 0 | |||
| ILLUMINA INC | COM | 452327109 | 38,079,720 | 292,000 | SH | SOLE | 292,000 | 0 | 0 | |||
| IMMUNIC INC | COM | 4525EP101 | 13,638,900 | 8,266,000 | SH | SOLE | 8,266,000 | 0 | 0 | |||
| IMMUNOCORE HLDGS PLC | ADS | 45258D105 | 6,226,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| IMMUNOME INC | COM | 45257U108 | 12,776,286 | 873,891 | SH | SOLE | 873,891 | 0 | 0 | |||
| IMMUNOVANT INC | COM | 45258J102 | 2,822,490 | 99,000 | SH | SOLE | 99,000 | 0 | 0 | |||
| INCYTE CORP | COM | 45337C102 | 20,366,071 | 308,110 | SH | SOLE | 308,110 | 0 | 0 | |||
| INSMED INC | COM PAR $.01 | 457669307 | 43,216,000 | 592,000 | SH | SOLE | 592,000 | 0 | 0 | |||
| INSTIL BIO INC | COM NEW | 45783C200 | 1,959,012 | 29,100 | SH | SOLE | 29,100 | 0 | 0 | |||
| INTRA-CELLULAR THERAPIES INC | COM | 46116X101 | 17,048,610 | 233,000 | SH | SOLE | 233,000 | 0 | 0 | |||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 72,806,214 | 148,200 | SH | SOLE | 148,200 | 0 | 0 | |||
| JANUX THERAPEUTICS INC | COM | 47103J105 | 25,531,660 | 562,000 | SH | SOLE | 562,000 | 0 | 0 | |||
| JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 48,017,710 | 431,000 | SH | SOLE | 431,000 | 0 | 0 | |||
| KARYOPHARM THERAPEUTICS INC | COM | 48576U106 | 1,675,355 | 2,018,500 | SH | SOLE | 2,018,500 | 0 | 0 | |||
| KEROS THERAPEUTICS INC | COM | 492327101 | 17,026,124 | 293,200 | SH | SOLE | 293,200 | 0 | 0 | |||
| KEZAR LIFE SCIENCES INC | COM | 49372L100 | 3,886,103 | 5,026,000 | SH | SOLE | 5,026,000 | 0 | 0 | |||
| KYMERA THERAPEUTICS INC | COM | 501575104 | 23,665,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||
| MIRUM PHARMACEUTICALS INC | COM | 604749101 | 28,513,056 | 731,104 | SH | SOLE | 731,104 | 0 | 0 | |||
| NATERA INC | COM | 632307104 | 70,634,980 | 556,400 | SH | SOLE | 556,400 | 0 | 0 | |||
| NEUMORA THERAPEUTICS INC. | COM | 640979100 | 23,778,000 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | |||
| NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 53,001,200 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | |||
| NEUROGENE INC | COM | 64135M105 | 17,834,720 | 425,041 | SH | SOLE | 425,041 | 0 | 0 | |||
| NEWAMSTERDAM PHARMA COMPANY | ORDINARY SHARES | N62509109 | 14,769,020 | 889,700 | SH | SOLE | 889,700 | 0 | 0 | |||
| ORIC PHARMACEUTICALS INC | COM | 68622P109 | 14,832,970 | 1,447,119 | SH | SOLE | 1,447,119 | 0 | 0 | |||
| ORUKA THERAPEUTICS INC | COM | 687604108 | 19,385,596 | 790,926 | SH | SOLE | 790,926 | 0 | 0 | |||
| PERSPECTIVE THERAPEUTICS INC | COM NEW | 46489V302 | 45,977,427 | 3,444,002 | SH | SOLE | 3,444,002 | 0 | 0 | |||
| PHATHOM PHARMACEUTICALS INC | COM | 71722W107 | 32,625,233 | 1,804,493 | SH | SOLE | 1,804,493 | 0 | 0 | |||
| PRELUDE THERAPEUTICS INC | COM | 74065P101 | 1,842,300 | 890,000 | SH | SOLE | 890,000 | 0 | 0 | |||
| PRIME MEDICINE INC | COM | 74168J101 | 2,685,780 | 694,000 | SH | SOLE | 694,000 | 0 | 0 | |||
| PRIVIA HEALTH GROUP INC | COM | 74276R102 | 8,500,428 | 466,800 | SH | SOLE | 466,800 | 0 | 0 | |||
| REGENXBIO INC | COM | 75901B107 | 11,880,596 | 1,132,564 | SH | SOLE | 1,132,564 | 0 | 0 | |||
| REVOLUTION MEDICINES INC | COM | 76155X100 | 35,826,500 | 790,000 | SH | SOLE | 790,000 | 0 | 0 | |||
| ROCKET PHARMACEUTICALS INC | COM | 77313F106 | 13,834,030 | 749,000 | SH | SOLE | 749,000 | 0 | 0 | |||
| SANOFI | SPONSORED ADR | 80105N105 | 5,763,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
| SCYNEXIS INC | COM NEW | 811292200 | 2,158,605 | 1,448,728 | SH | SOLE | 1,448,728 | 0 | 0 | |||
| STRUCTURE THERAPEUTICS INC | SPONSORED ADS | 86366E106 | 18,912,201 | 430,900 | SH | SOLE | 430,900 | 0 | 0 | |||
| SURGERY PARTNERS INC | COM | 86881A100 | 26,662,480 | 827,000 | SH | SOLE | 827,000 | 0 | 0 | |||
| SYNDAX PHARMACEUTICALS INC | COM | 87164F105 | 47,258,750 | 2,455,000 | SH | SOLE | 2,455,000 | 0 | 0 | |||
| SYROS PHARMACEUTICALS INC | COM NEW | 87184Q206 | 2,285,450 | 1,063,000 | SH | SOLE | 1,063,000 | 0 | 0 | |||
| TENET HEALTHCARE CORP | COM NEW | 88033G407 | 42,048,600 | 253,000 | SH | SOLE | 253,000 | 0 | 0 | |||
| TERNS PHARMACEUTICALS INC | COM | 880881107 | 17,796,492 | 2,133,872 | SH | SOLE | 2,133,872 | 0 | 0 | |||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 42,433,902 | 68,600 | SH | SOLE | 68,600 | 0 | 0 | |||
| TRANSMEDICS GROUP INC | COM | 89377M109 | 4,333,200 | 27,600 | SH | SOLE | 27,600 | 0 | 0 | |||
| ULTRAGENYX PHARMACEUTICAL IN | COM | 90400D108 | 41,773,600 | 752,000 | SH | SOLE | 752,000 | 0 | 0 | |||
| UNIQURE NV | SHS | N90064101 | 3,320,937 | 673,618 | SH | SOLE | 673,618 | 0 | 0 | |||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 51,101,032 | 87,400 | SH | SOLE | 87,400 | 0 | 0 | |||
| XENON PHARMACEUTICALS INC | COM | 98420N105 | 32,204,660 | 818,000 | SH | SOLE | 818,000 | 0 | 0 | |||
| ZOETIS INC | CL A | 98978V103 | 13,871,980 | 71,000 | SH | SOLE | 71,000 | 0 | 0 | |||