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
AbbVie Inc COM 00287Y109 16,136,503 86,933 SH SOLE 16,136,503 0 0
Alkermes PLC SHS G01767105 6,500,879 227,224 SH SOLE 6,500,879 0 0
Amgen Inc COM 031162100 6,671,444 23,894 SH SOLE 6,671,444 0 0
Arcellx Inc COMMON STOCK 03940C100 1,694,452 25,732 SH SOLE 1,694,452 0 0
Autolus Therapeutics PLC SPON ADS 05280R100 2,520,451 1,105,461 SH SOLE 2,520,451 0 0
BeiGene Ltd SPONSORED ADS 07725L102 5,903,119 24,386 SH SOLE 5,903,119 0 0
BICARA THERAPEUTICS INC COM 055477103 1,369,160 147,380 SH SOLE 1,369,160 0 0
Boston Scientific Corp COM 101137107 13,553,531 126,185 SH SOLE 13,553,531 0 0
Bridgebio Pharma Inc COM 10806X102 7,145,426 165,480 SH SOLE 7,145,426 0 0
Cardinal Health Inc COM 14149Y108 4,501,896 26,797 SH SOLE 4,501,896 0 0
Cencora Inc COM 03073E105 9,435,080 31,466 SH SOLE 9,435,080 0 0
Corbus Pharmaceuticals Holding COM 21833P301 1,211,516 175,582 SH SOLE 1,211,516 0 0
Dexcom Inc COM NEW 252131107 4,440,617 50,872 SH SOLE 4,440,617 0 0
Disc medicine inc COM 254604101 1,305,570 24,652 SH SOLE 1,305,570 0 0
Edwards Lifesciences Corp COM 28176E108 4,486,126 57,360 SH SOLE 4,486,126 0 0
Eli Lilly & Co COM 532457108 30,184,181 38,721 SH SOLE 30,184,181 0 0
Gilead Sciences Inc COM 375558103 8,111,804 73,165 SH SOLE 8,111,804 0 0
HARMONY BIOSCIENCES HLDGS IN COM 413197104 2,726,258 86,274 SH SOLE 2,726,258 0 0
Intuitive Surgical Inc COM NEW 46120E602 10,085,146 18,559 SH SOLE 10,085,146 0 0
iRhythm Technologies Inc COM 450056106 3,895,496 25,302 SH SOLE 3,895,496 0 0
Janux Therapeutics Inc COM 47103J105 1,150,842 49,820 SH SOLE 1,150,842 0 0
Krystal Biotech, Inc COM 501147102 2,770,919 20,158 SH SOLE 2,770,919 0 0
Merck & Co. Inc COM 58933Y105 11,016,856 139,172 SH SOLE 11,016,856 0 0
Mereo Biopharma Group PLC SPON ADS 589492107 2,072,882 764,901 SH SOLE 2,072,882 0 0
Merus N.V. COM N5749R100 3,150,161 59,889 SH SOLE 3,150,161 0 0
Mirum Pharmaceuticals Inc COM 604749101 5,440,752 106,912 SH SOLE 5,440,752 0 0
Neurocrine Biosciences Inc COM 64125C109 11,109,990 88,392 SH SOLE 11,109,990 0 0
NewAmsterdam Pharma Co NV ORDINARY SHARES N62509109 2,847,309 157,223 SH SOLE 2,847,309 0 0
REVOLUTION Medicines Inc COM 76155X100 3,026,897 82,275 SH SOLE 3,026,897 0 0
Soleno Therapeutics Inc COM 834203309 3,395,771 40,532 SH SOLE 3,395,771 0 0
Stryker Corporation COM 863667101 10,866,374 27,466 SH SOLE 10,866,374 0 0
Summit Therapeutics Inc COM 86627T108 1,973,443 92,737 SH SOLE 1,973,443 0 0
Thermo Fisher Scientific Corp COM 883556102 9,838,892 24,266 SH SOLE 9,838,892 0 0
UFP Technologies Inc COM 902673102 5,343,686 21,886 SH SOLE 5,343,686 0 0
Universal Health Services Inc COM 91324P102 2,486,646 13,727 SH SOLE 2,486,646 0 0
VERONA PHARMA PLC - ADR SPONSORED ADS 925050106 4,454,718 47,100 SH SOLE 4,454,718 0 0
Vertex Pharmaceuticals Inc COM 92532F100 10,830,826 24,328 SH SOLE 10,830,826 0 0