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
ARCELLX INC COMMON STOCK 03940C100 1,646,250 25,000 SH SOLE 25,000 0 0
AMGEN INC COM 031162100 12,285,240 44,000 SH SOLE 44,000 0 0
ASCENDIS PHARMA A/S SPONSORED ADR 04351P101 2,934,200 17,000 SH SOLE 17,000 0 0
AVANTOR INC COM 05352A100 5,015,707 372,638 SH SOLE 372,638 0 0
BAXTER INTL INC COM 071813109 8,115,252 268,007 SH SOLE 268,007 0 0
BECTON DICKINSON & CO COM 075887109 16,880,500 98,000 SH SOLE 98,000 0 0
BIOGEN INC COM 09062X103 6,359,752 50,639 SH SOLE 50,639 0 0
BIO RAD LABS INC CL A 090572207 4,302,494 17,829 SH SOLE 17,829 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 6,725,470 122,348 SH SOLE 122,348 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 18,793,740 406,000 SH SOLE 406,000 0 0
BIONTECH SE SPONSORED ADS 09075V102 3,989,431 37,470 SH SOLE 37,470 0 0
BRUKER CORP COM 116794108 8,073,964 195,970 SH SOLE 195,970 0 0
CARDINAL HEALTH INC COM 14149Y108 11,088,000 66,000 SH SOLE 66,000 0 0
CENTENE CORP DEL COM 15135B101 8,250,560 152,000 SH SOLE 152,000 0 0
CVS HEALTH CORP COM 126650100 11,243,740 163,000 SH SOLE 163,000 0 0
DEXCOM INC COM 252131107 4,364,500 50,000 SH SOLE 50,000 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103 4,170,802 292,073 SH SOLE 292,073 0 0
ELEVANCE HEALTH INC COM 036752103 7,304,280 18,779 SH SOLE 18,779 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 3,284,820 42,000 SH SOLE 42,000 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 5,481,180 74,000 SH SOLE 74,000 0 0
GILEAD SCIENCES INC COM 375558103 14,080,490 127,000 SH SOLE 127,000 0 0
HCA HEALTHCARE INC COM 40412C101 3,064,800 8,000 SH SOLE 8,000 0 0
HUMANA INC COM 444859102 5,745,280 23,500 SH SOLE 23,500 0 0
INCYTE CORP COM 45337C102 13,892,400 204,000 SH SOLE 204,000 0 0
IONIS PHARMACEUTICALS INC COM 462222100 11,293,617 285,842 SH SOLE 285,842 0 0
LABCORP HOLDINGS INC COM SHS 504922105 5,114,745 19,484 SH SOLE 19,484 0 0
LANTHEUS HLDGS INC COM 516544103 4,117,640 50,301 SH SOLE 50,301 0 0
MEDTRONIC PLC SHS G5960L103 19,526,080 224,000 SH SOLE 224,000 0 0
MERCK & CO INC COM 58933Y105 15,990,320 202,000 SH SOLE 202,000 0 0
PFIZER INC COM 717081103 22,300,800 920,000 SH SOLE 920,000 0 0
PTC THERAPEUTICS INC COM 69366J200 4,505,490 92,250 SH SOLE 92,250 0 0
QIAGEN NV COM SHS N72482206 5,623,020 117,000 SH SOLE 117,000 0 0
SOLVENTUM CORP COM SHS 83444M101 2,881,920 38,000 SH SOLE 38,000 0 0
TG THERAPEUTICS INC COM 88322Q108 2,951,180 82,000 SH SOLE 82,000 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 2,200,000 12,500 SH SOLE 12,500 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 10,339,230 25,500 SH SOLE 25,500 0 0
TANDEM DIABETES CARE INC COM NEW 875372203 3,924,149 210,523 SH SOLE 210,523 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 8,084,034 88,631 SH SOLE 88,631 0 0