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 |
| AMGEN INC | COM | 031162100 | 29,236,334 | 101,508 | SH | SOLE | 101,508 | 0 | 0 | |||
| AMPHASTAR PHARMACEUTICALS IN | COM | 03209R103 | 24,740,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
| BAXTER INTL INC | COM | 071813109 | 21,206,402 | 548,536 | SH | SOLE | 548,536 | 0 | 0 | |||
| BERRY GLOBAL GROUP INC | COM | 08579W103 | 15,597,820 | 231,456 | SH | SOLE | 231,456 | 0 | 0 | |||
| BIO RAD LABS INC | CL A | 090572207 | 11,531,371 | 35,713 | SH | SOLE | 35,713 | 0 | 0 | |||
| BRIDGEBIO PHARMA INC | COM | 10806X102 | 17,796,913 | 440,845 | SH | SOLE | 440,845 | 0 | 0 | |||
| CVS HEALTH CORP | COM | 126650100 | 29,007,535 | 367,370 | SH | SOLE | 367,370 | 0 | 0 | |||
| DANAHER CORPORATION | COM | 235851102 | 25,100,621 | 108,501 | SH | SOLE | 108,501 | 0 | 0 | |||
| ENOVIS CORPORATION | COM | 194014502 | 31,524,639 | 562,739 | SH | SOLE | 562,739 | 0 | 0 | |||
| GLOBUS MED INC | CL A | 379577208 | 28,234,374 | 529,825 | SH | SOLE | 529,825 | 0 | 0 | |||
| IDEAYA BIOSCIENCES INC | COM | 45166A102 | 18,927,386 | 531,967 | SH | SOLE | 531,967 | 0 | 0 | |||
| MESA LABS INC | COM | 59064R109 | 6,711,985 | 64,064 | SH | SOLE | 64,064 | 0 | 0 | |||
| MIRUM PHARMACEUTICALS INC | COM | 604749101 | 14,468,903 | 490,139 | SH | SOLE | 490,139 | 0 | 0 | |||
| MOLINA HEALTHCARE INC | COM | 60855R100 | 24,673,137 | 68,288 | SH | SOLE | 68,288 | 0 | 0 | |||
| ORTHOFIX MED INC | COM | 68752M108 | 6,740,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||
| PENNANT GROUP INC | COM | 70805E109 | 4,588,867 | 329,660 | SH | SOLE | 329,660 | 0 | 0 | |||
| QUANTERIX CORP | COM | 74766Q101 | 15,543,993 | 568,544 | SH | SOLE | 568,544 | 0 | 0 | |||
| THE CIGNA GROUP | COM | 125523100 | 26,842,698 | 89,640 | SH | SOLE | 89,640 | 0 | 0 | |||
| UNUM GROUP | COM | 91529Y106 | 43,486,310 | 961,661 | SH | SOLE | 961,661 | 0 | 0 | |||
| VIATRIS INC | COM | 92556V106 | 20,709,906 | 1,912,272 | SH | SOLE | 1,912,272 | 0 | 0 | |||
| XENON PHARMACEUTICALS INC | COM | 98420N105 | 11,765,198 | 255,432 | SH | SOLE | 255,432 | 0 | 0 | |||