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 2,264,052 92,105 SH SOLE 2,264,052 0 0
Alkermes PLC SHS G01767105 805,386 252,875 SH SOLE 805,386 0 0
Amgen Inc COM 031162100 413,620 13,806 SH SOLE 413,620 0 0
Arcellx Inc COMMON STOCK 03940C100 224,281 25,732 SH SOLE 224,281 0 0
Autolus Therapeutics PLC SPON ADS 05280R100 202,402 1,169,634 SH SOLE 202,402 0 0
Avidity Biosciences Inc COM 05370A108 240,427 51,978 SH SOLE 240,427 0 0
BeiGene Ltd SPONSORED ADS 07725L102 1,097,146 30,333 SH SOLE 1,097,146 0 0
BICARA THERAPEUTICS INC COM 055477103 341,560 203,755 SH SOLE 341,560 0 0
Boston Scientific Corp COM 101137107 898,420 86,680 SH SOLE 898,420 0 0
Bridgebio Pharma Inc COM 10806X102 963,444 174,722 SH SOLE 963,444 0 0
Cardinal Health Inc COM 14149Y108 504,854 30,297 SH SOLE 504,854 0 0
Celcuity Inc COM 15102K100 194,869 37,157 SH SOLE 194,869 0 0
Cencora Inc COM 03073E105 949,197 28,608 SH SOLE 949,197 0 0
Corbus Pharmaceuticals Holding COM 21833P301 235,802 175,582 SH SOLE 235,802 0 0
Dexcom Inc COM NEW 252131107 363,418 50,872 SH SOLE 363,418 0 0
Disc medicine inc COM 254604101 320,529 45,690 SH SOLE 320,529 0 0
Edwards Lifesciences Corp COM 28176E108 542,105 65,659 SH SOLE 542,105 0 0
Eli Lilly & Co COM 532457108 3,016,880 37,244 SH SOLE 3,016,880 0 0
Gilead Sciences Inc COM 375558103 921,159 78,169 SH SOLE 921,159 0 0
Harmony Bioscience Holdings COM 413197104 269,397 92,074 SH SOLE 269,397 0 0
Intuitive Surgical Inc COM NEW 46120E602 935,682 19,707 SH SOLE 935,682 0 0
iRhythm Technologies Inc COM 450056106 547,610 29,991 SH SOLE 547,610 0 0
Janux Therapeutics Inc COM 47103J105 129,265 49,820 SH SOLE 129,265 0 0
Krystal Biotech, Inc COM 501147102 790,707 42,191 SH SOLE 790,707 0 0
Merck & Co. Inc COM 58933Y105 1,433,790 160,913 SH SOLE 1,433,790 0 0
Mereo Biopharma Group PLC SPON ADS 589492107 167,282 764,901 SH SOLE 167,282 0 0
Merus N.V. COM N5749R100 479,766 47,999 SH SOLE 479,766 0 0
Mirum Pharmaceuticals Inc COM 604749101 728,516 93,605 SH SOLE 728,516 0 0
Neurocrine Biosciences Inc COM 64125C109 1,529,451 102,625 SH SOLE 1,529,451 0 0
NewAmsterdam Pharma Co NV ORDINARY SHARES N62509109 584,612 193,625 SH SOLE 584,612 0 0
REVOLUTION Medicines Inc COM 76155X100 423,178 85,355 SH SOLE 423,178 0 0
Soleno Therapeutics Inc COM 834203309 431,720 60,156 SH SOLE 431,720 0 0
Stryker Corporation COM 863667101 893,584 22,769 SH SOLE 893,584 0 0
Summit Therapeutics Inc COM 86627T108 203,404 92,737 SH SOLE 203,404 0 0
Thermo Fisher Scientific Corp COM 883556102 1,397,844 27,147 SH SOLE 1,397,844 0 0
UFP Technologies Inc COM 902673102 487,081 22,986 SH SOLE 487,081 0 0
Universal Health Services Inc COM 91324P102 297,933 13,727 SH SOLE 297,933 0 0
Vertex Pharmaceuticals Inc COM 92532F100 738,675 17,766 SH SOLE 738,675 0 0