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
ABBOTT LABS COM 002824100 7,956,585 58,500 SH SOLE 58,500 0 0
ABBVIE INC COM 00287Y109 12,877,388 69,375 SH SOLE 69,375 0 0
AKERO THERAPEUTICS INC COM 00973Y108 10,543,936 197,600 SH SOLE 197,600 0 0
ALCON AG ORD SHS H01301128 5,989,836 68,000 SH SOLE 68,000 0 0
ALIGN TECHNOLOGY INC COM 016255101 12,590,445 66,500 SH SOLE 66,500 0 0
ALIGNMENT HEALTHCARE INC COM 01625V104 18,021,976 1,287,284 SH SOLE 1,287,284 0 0
ALKERMES PLC SHS G01767105 1,115,790 39,000 SH SOLE 39,000 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107 16,694,830 51,197 SH SOLE 51,197 0 0
ANNEXON INC COM 03589W102 1,104,000 460,000 SH SOLE 460,000 0 0
ANTERIS TECHNOLOGIES GLOBAL COM 03675P102 4,740,392 1,250,763 SH SOLE 1,250,763 0 0
APELLIS PHARMACEUTICALS INC COM 03753U106 1,614,158 93,250 SH SOLE 93,250 0 0
ARCELLX INC COMMON STOCK 03940C100 4,428,413 67,250 SH SOLE 67,250 0 0
ASTRANA HEALTH INC COM NEW 03763A207 4,727,200 190,000 SH SOLE 190,000 0 0
AXSOME THERAPEUTICS INC COM 05464T104 9,478,612 90,800 SH SOLE 90,800 0 0
BIOGEN INC COM 09062X103 1,507,080 12,000 SH SOLE 12,000 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 8,226,261 149,650 SH SOLE 149,650 0 0
BIO-TECHNE CORP COM 09073M104 771,750 15,000 SH SOLE 15,000 0 0
BIONTECH SE SPONSORED ADS 09075V102 3,819,079 35,870 SH SOLE 35,870 0 0
BOSTON SCIENTIFIC CORP COM 101137107 31,793,360 296,000 SH SOLE 296,000 0 0
BRUKER CORP COM 116794108 5,080,578 123,315 SH SOLE 123,315 0 0
CARDINAL HEALTH INC COM 14149Y108 9,240,000 55,000 SH SOLE 55,000 0 0
CENCORA INC COM 03073E105 14,805,094 49,375 SH SOLE 49,375 0 0
CENTENE CORP DEL COM 15135B101 5,414,810 99,757 SH SOLE 99,757 0 0
THE CIGNA GROUP COM 125523100 10,578,560 32,000 SH SOLE 32,000 0 0
COOPER COS INC COM 216648501 12,097,200 170,000 SH SOLE 170,000 0 0
CVS HEALTH CORP COM 126650100 20,374,071 295,362 SH SOLE 295,362 0 0
CYTOKINETICS INC COM NEW 23282W605 3,444,420 104,250 SH SOLE 104,250 0 0
DANAHER CORPORATION COM 235851102 23,991,628 121,452 SH SOLE 121,452 0 0
DENALI THERAPEUTICS INC COM 24823R105 1,399,000 100,000 SH SOLE 100,000 0 0
DEXCOM INC COM 252131107 13,922,755 159,500 SH SOLE 159,500 0 0
DIANTHUS THERAPEUTICS INC COM 252828108 2,359,061 126,627 SH SOLE 126,627 0 0
DOXIMITY INC CL A 26622P107 1,288,140 21,000 SH SOLE 21,000 0 0
DYNAVAX TECHNOLOGIES CORP COM NEW 268158201 5,604,800 565,000 SH SOLE 565,000 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 4,301,550 55,000 SH SOLE 55,000 0 0
ELEVANCE HEALTH INC COM 036752103 17,367,064 44,650 SH SOLE 44,650 0 0
ENCOMPASS HEALTH CORP COM 29261A100 16,726,732 136,400 SH SOLE 136,400 0 0
EXACT SCIENCES CORP COM 30063P105 18,599,000 350,000 SH SOLE 350,000 0 0
GILEAD SCIENCES INC COM 375558103 18,642,791 168,150 SH SOLE 168,150 0 0
GLAUKOS CORP COM 377322102 24,273,150 235,000 SH SOLE 235,000 0 0
HCA HEALTHCARE INC COM 40412C101 11,407,952 29,778 SH SOLE 29,778 0 0
IMMUNOCORE HLDGS PLC ADS 45258D105 887,364 28,278 SH SOLE 28,278 0 0
INMUNE BIO INC COM 45782T105 411,836 178,284 SH SOLE 178,284 0 0
INSMED INC COM PAR $.01 457669307 17,655,778 175,435 SH SOLE 175,435 0 0
INSPIRE MED SYS INC COM 457730109 3,957,985 30,500 SH SOLE 30,500 0 0
INSULET CORP COM 45784P101 14,452,280 46,000 SH SOLE 46,000 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 24,100,234 44,350 SH SOLE 44,350 0 0
IONIS PHARMACEUTICALS INC COM 462222100 7,190,820 182,000 SH SOLE 182,000 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100 1,114,262 647,827 SH SOLE 647,827 0 0
IQVIA HLDGS INC COM 46266C105 2,048,670 13,000 SH SOLE 13,000 0 0
JANUX THERAPEUTICS INC COM 47103J105 1,273,434 55,127 SH SOLE 55,127 0 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 11,570,264 109,030 SH SOLE 109,030 0 0
KRYSTAL BIOTECH INC COM 501147102 1,752,615 12,750 SH SOLE 12,750 0 0
KURA ONCOLOGY IN COM 50127T109 1,442,500 250,000 SH SOLE 250,000 0 0
LILLY ELI & CO COM 532457108 45,111,401 57,870 SH SOLE 57,870 0 0
LIVANOVA PLC SHS G5509L101 2,386,060 53,000 SH SOLE 53,000 0 0
MCKESSON CORP COM 58155Q103 20,310,463 27,717 SH SOLE 27,717 0 0
MEDTRONIC PLC SHS G5960L103 15,647,015 179,500 SH SOLE 179,500 0 0
MERUS N V COM N5749R100 6,101,600 116,000 SH SOLE 116,000 0 0
MIRUM PHARMACEUTICALS INC COM 604749101 3,346,272 65,755 SH SOLE 65,755 0 0
MOLINA HEALTHCARE INC COM 60855R100 6,613,380 22,200 SH SOLE 22,200 0 0
MOONLAKE IMMUNOTHERAPEUTICS CLASS A ORD 61559X104 2,124,000 45,000 SH SOLE 45,000 0 0
NATERA INC COM 632307104 9,714,050 57,500 SH SOLE 57,500 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 18,755,085 149,217 SH SOLE 149,217 0 0
NURIX THERAPEUTICS INC COM 67080M103 2,107,150 185,000 SH SOLE 185,000 0 0
NUVALENT INC COM 670703107 4,005,750 52,500 SH SOLE 52,500 0 0
OSCAR HEALTH INC CL A 687793109 6,691,252 312,092 SH SOLE 312,092 0 0
PENUMBRA INC COM 70975L107 5,517,545 21,500 SH SOLE 21,500 0 0
PRIVIA HEALTH GROUP INC COM 74276R102 2,097,347 91,189 SH SOLE 91,189 0 0
PROCEPT BIOROBOTICS CORP COM 74276L105 10,944,000 190,000 SH SOLE 190,000 0 0
RADNET INC COM 750491102 2,617,860 46,000 SH SOLE 46,000 0 0
REGENERON PHARMACEUTICALS COM 75886F107 14,542,500 27,700 SH SOLE 27,700 0 0
RELAY THERAPEUTICS INC COM 75943R102 1,591,600 460,000 SH SOLE 460,000 0 0
REPLIGEN CORP COM 759916109 2,425,410 19,500 SH SOLE 19,500 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104 12,394,320 344,000 SH SOLE 344,000 0 0
STRUCTURE THERAPEUTICS INC SPONSORED ADS 86366E106 2,801,974 135,100 SH SOLE 135,100 0 0
STRYKER CORPORATION COM 863667101 4,549,745 11,500 SH SOLE 11,500 0 0
SUMMIT THERAPEUTICS INC COM 86627T108 1,659,840 78,000 SH SOLE 78,000 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105 5,375,510 574,000 SH SOLE 574,000 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 24,011,504 136,429 SH SOLE 136,429 0 0
TG THERAPEUTICS INC COM 88322Q108 4,138,850 115,000 SH SOLE 115,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 4,516,824 11,140 SH SOLE 11,140 0 0
ULTRAGENYX PHARMACEUTICAL INC COM 90400D108 3,385,116 93,100 SH SOLE 93,100 0 0
UNITED HEALTH GROUP INC COM 91324P102 9,493,247 30,430 SH SOLE 30,430 0 0
UNIVERSAL HLTH SVCS INC CL B 913903100 4,709,900 26,000 SH SOLE 26,000 0 0
VERICEL CORP COM 92346J108 2,467,900 58,000 SH SOLE 58,000 0 0
VERONA PHARMA PLC SPONSORED ADS 925050106 10,072,770 106,500 SH SOLE 106,500 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 27,359,766 61,455 SH SOLE 61,455 0 0
VIKING THERAPEUTICS INC COM 92686J106 2,252,500 85,000 SH SOLE 85,000 0 0
XENCOR INC COM 98401F105 1,302,795 165,750 SH SOLE 165,750 0 0
XENON PHARMACEUTICALS INC COM 98420N105 1,095,500 35,000 SH SOLE 35,000 0 0