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
Expires: July 31, 2015
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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ACADIA PHARMACEUTICALS INC COM 004225108 2,958,493 185,835 SH SOLE NONE 185,835 0 0
BAXTER INTL INC COM 071813109 11,268,855 221,088 SH SOLE NONE 221,088 0 0
BIOGEN INC COM 09062X103 19,395,200 70,039 SH SOLE NONE 70,039 0 0
BIO RAD LABS INC CL A 090572207 6,722,794 15,988 SH SOLE NONE 15,988 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 16,041,881 155,009 SH SOLE NONE 155,009 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 27,173,285 377,669 SH SOLE NONE 377,669 0 0
BIONTECH SE SPONSORED ADS 09075V102 3,565,922 23,738 SH SOLE NONE 23,738 0 0
BRUKER CORP COM 116794108 13,121,970 191,982 SH SOLE NONE 191,982 0 0
BOSTON SCIENTIFIC CORP COM 101137107 13,639,656 294,784 SH SOLE NONE 294,784 0 0
CARDINAL HEALTH INC COM 14149Y108 27,202,141 353,872 SH SOLE NONE 353,872 0 0
CIGNA CORP NEW COM 125523100 7,372,978 22,252 SH SOLE NONE 22,252 0 0
CENTENE CORP DEL COM 15135B101 15,163,731 184,901 SH SOLE NONE 184,901 0 0
CATALENT INC COM 148806102 2,475,550 55,000 SH SOLE NONE 55,000 0 0
CVS HEALTH CORP COM 126650100 4,048,453 43,443 SH SOLE NONE 43,443 0 0
ELEVANCE HEALTH INC COM 036752103 24,508,168 47,777 SH SOLE NONE 47,777 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 13,000,942 174,252 SH SOLE NONE 174,252 0 0
GILEAD SCIENCES INC COM 375558103 51,169,691 596,036 SH SOLE NONE 596,036 0 0
ILLUMINA INC COM 452327109 9,604,500 47,500 SH SOLE NONE 47,500 0 0
INCYTE CORP COM 45337C102 33,050,636 411,487 SH SOLE NONE 411,487 0 0
IONIS PHARMACEUTICALS INC COM 462222100 5,339,658 141,373 SH SOLE NONE 141,373 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 17,542,318 74,496 SH SOLE NONE 74,496 0 0
MEDTRONIC PLC SHS G5960L103 21,562,248 277,435 SH SOLE NONE 277,435 0 0
MERCK & CO INC COM 58933Y105 22,112,335 199,300 SH SOLE NONE 199,300 0 0
NUVASIVE INC COM 670704105 7,169,244 173,842 SH SOLE NONE 173,842 0 0
PTC THERAPEUTICS INC COM 69366J200 3,309,034 86,692 SH SOLE NONE 86,692 0 0
QIAGEN NV SHS NEW N72482123 11,643,299 233,473 SH SOLE NONE 233,473 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108 2,108,942 45,520 SH SOLE NONE 45,520 0 0
SEAGEN INC COM 81181C104 13,648,662 106,207 SH SOLE NONE 106,207 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 9,560,596 195,954 SH SOLE NONE 195,954 0 0
VIR BIOTECHNOLOGY INC COM 92764N102 2,273,040 89,808 SH SOLE NONE 89,808 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 19,649,790 154,116 SH SOLE NONE 154,116 0 0