The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 |
AKERO THERAPEUTICS INC | COM | 00973Y108 | 7,150,240 | 134,000 | SH | SOLE | 134,000 | 0 | 0 | |||
ALTIMMUNE INC | COM NEW | 02155H200 | 406,350 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | |||
APOGEE THERAPEUTICS INC | COM | 03770N101 | 2,822,950 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | |||
ARCUTIS BIOTHERAPEUTICS INC | COM | 03969K108 | 3,757,360 | 268,000 | SH | SOLE | 268,000 | 0 | 0 | |||
ARS PHARMACEUTICALS INC | COM | 82835W108 | 2,443,000 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | |||
ARVINAS INC | COM | 04335A105 | 1,789,672 | 243,162 | SH | SOLE | 243,162 | 0 | 0 | |||
AXSOME THERAPEUTICS INC | COM | 05464T104 | 9,864,855 | 94,500 | SH | SOLE | 94,500 | 0 | 0 | |||
BEAM THERAPEUTICS INC | COM | 07373V105 | 6,963,894 | 409,400 | SH | SOLE | 409,400 | 0 | 0 | |||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 34,564,538 | 321,800 | SH | SOLE | 321,800 | 0 | 0 | |||
BRIDGEBIO PHARMA INC | COM | 10806X102 | 6,045,200 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | |||
CARDINAL HEALTH INC | COM | 14149Y108 | 2,520,000 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | |||
CENCORA INC | COM | 03073E105 | 9,835,080 | 32,800 | SH | SOLE | 32,800 | 0 | 0 | |||
CG ONCOLOGY INC | COM | 156944100 | 38,998,492 | 1,499,942 | SH | SOLE | 1,499,942 | 0 | 0 | |||
CONTEXT THERAPEUTICS INC | COM | 21077P108 | 4,899,097 | 7,477,255 | SH | SOLE | 7,477,255 | 0 | 0 | |||
DANAHER CORPORATION | COM | 235851102 | 17,719,338 | 89,700 | SH | SOLE | 89,700 | 0 | 0 | |||
DEXCOM INC | COM | 252131107 | 18,374,545 | 210,500 | SH | SOLE | 210,500 | 0 | 0 | |||
DIANTHUS THERAPEUTICS INC | COM | 252828108 | 32,470,264 | 1,742,902 | SH | SOLE | 1,742,902 | 0 | 0 | |||
DOXIMITY INC | CL A | 26622P107 | 3,680,400 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | |||
ENCOMPASS HEALTH CORP | COM | 29261A100 | 9,074,620 | 74,000 | SH | SOLE | 74,000 | 0 | 0 | |||
ENLIVEN THERAPEUTICS INC | COM | 29337E102 | 226,678 | 11,300 | SH | SOLE | 11,300 | 0 | 0 | |||
EXACT SCIENCES CORP | COM | 30063P105 | 18,864,700 | 355,000 | SH | SOLE | 355,000 | 0 | 0 | |||
GENMAB A/S | SPONSORED ADS | 372303206 | 13,429,000 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | |||
HEALTHEQUITY INC | COM | 42226A107 | 9,637,920 | 92,000 | SH | SOLE | 92,000 | 0 | 0 | |||
HINGE HEALTH INC | CL A | 433313103 | 16,681,302 | 322,344 | SH | SOLE | 322,344 | 0 | 0 | |||
HUMANA INC | COM | 444859102 | 6,747,648 | 27,600 | SH | SOLE | 27,600 | 0 | 0 | |||
IMMUNIC INC | COM | 4525EP101 | 3,917,028 | 5,615,811 | SH | SOLE | 5,615,811 | 0 | 0 | |||
INSMED INC | COM PAR $.01 | 457669307 | 5,937,760 | 59,000 | SH | SOLE | 59,000 | 0 | 0 | |||
INTELLIA THERAPEUTICS INC | COM | 45826J105 | 2,176,160 | 232,000 | SH | SOLE | 232,000 | 0 | 0 | |||
INTUITIVE SURGIVAL INC | COM NEW | 46120E602 | 14,726,411 | 27,100 | SH | SOLE | 27,100 | 0 | 0 | |||
JADE BIOSCIENCES INC | COM NEW | 008064206 | 11,260,588 | 1,127,186 | SH | SOLE | 1,127,186 | 0 | 0 | |||
KARYOPHARM THERAPEUTICS INC | COM NEW | 48576U205 | 579,979 | 134,566 | SH | SOLE | 134,566 | 0 | 0 | |||
KEZAR LIFE SCIENCES INC | COM NEW | 49372L209 | 2,301,908 | 502,600 | SH | SOLE | 502,600 | 0 | 0 | |||
MADRIGAL PHARMACEUTICALS INC | COM NEW | 558868105 | 5,750,160 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | |||
MCKESSON CORP | COM NEW | 58155Q103 | 9,892,530 | 13,500 | SH | SOLE | 13,500 | 0 | 0 | |||
MOONLAKE IMMUNOTHERAPEUTICS | A ORD | 61559X104 | 1,840,800 | 39,000 | SH | SOLE | 39,000 | 0 | 0 | |||
NATERA INC | COM | 632307104 | 33,669,742 | 199,300 | SH | SOLE | 199,300 | 0 | 0 | |||
OMADA HEALTH INC | COM | 68170A108 | 7,147,980 | 390,600 | SH | SOLE | 390,600 | 0 | 0 | |||
ORGANON & CO | COM | 68622V106 | 6,195,200 | 640,000 | SH | SOLE | 640,000 | 0 | 0 | |||
ORUKA THERAPEUTICS INC | COM | 687604108 | 3,947,310 | 352,124 | SH | SOLE | 352,124 | 0 | 0 | |||
PERSPECTIVE THERAPEUTICS INC | COM NEW | 46489V302 | 6,393,570 | 1,858,596 | SH | SOLE | 1,858,596 | 0 | 0 | |||
PHATHOM PHARMACEUTICALS INC | COM | 71722W107 | 10,208,555 | 1,064,500 | SH | SOLE | 1,064,500 | 0 | 0 | |||
REPLIGEN CORP | COM | 759916109 | 13,246,470 | 106,500 | SH | SOLE | 106,500 | 0 | 0 | |||
REVIVA PHARMACEUTICALS HOLDING | COM | 76152G100 | 52,592 | 138,000 | SH | SOLE | 138,000 | 0 | 0 | |||
REVOLUTION MEDICINES INC | COM | 76155X100 | 8,410,194 | 228,600 | SH | SOLE | 228,600 | 0 | 0 | |||
SCYNEXIS INC | COM NEW | 811292200 | 829,268 | 1,228,910 | SH | SOLE | 1,228,910 | 0 | 0 | |||
SOLENO THERAPEUTICS INC | COM | 834203309 | 2,680,960 | 32,000 | SH | SOLE | 32,000 | 0 | 0 | |||
SYNDAX PHARMACEUTICALS INC | COM | 87164F105 | 1,404,750 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
SYNDAX PHARMACEUTICALS INC | COM | 87164F105 | 3,184,100 | 340,000 | SH | Call | SOLE | 340,000 | 0 | 0 | ||
TENET HEALTHCARE CORP | COM NEW | 88033G407 | 18,656,000 | 106,000 | SH | SOLE | 106,000 | 0 | 0 | |||
TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 881624209 | 11,556,020 | 689,500 | SH | SOLE | 689,500 | 0 | 0 | |||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 12,001,616 | 29,600 | SH | SOLE | 29,600 | 0 | 0 | |||
ULTRAGENYX PHARMACEUTICAL IN | COM | 90400D108 | 5,599,440 | 154,000 | SH | SOLE | 154,000 | 0 | 0 | |||
UNIQURE NV | SHS | N90064101 | 2,885,580 | 207,000 | SH | SOLE | 207,000 | 0 | 0 | |||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 9,983,040 | 32,000 | SH | SOLE | 32,000 | 0 | 0 | |||
VERONA PHARMA PLC | SPONSORED ADS | 925050106 | 3,196,804 | 33,800 | SH | SOLE | 33,800 | 0 | 0 | |||
XENON PHARMACEUTICALS INC | COM | 98420N105 | 3,376,988 | 107,891 | SH | SOLE | 107,891 | 0 | 0 |