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 10,385,799 108,181 SH SOLE 10,385,799 0 0
ABIVAX SA SPONSORED ADS 00370M103 4,783,596 31,590 SH SOLE 4,783,596 0 0
ALKERMES PLC SHS G01767105 8,235,520 242,473 SH SOLE 8,235,520 0 0
AMGEN INC COM 031162100 8,716,028 21,903 SH SOLE 8,716,028 0 0
BEONE MEDICINES LTD-ADR SPONSORED ADS 07725L102 12,137,163 41,717 SH SOLE 12,137,163 0 0
BICARA THERAPEUTICS INC COM 055477103 2,315,235 1,169,634 SH SOLE 2,315,235 0 0
BOSTON SCIENTIFIC CORP COM 101137107 8,844,236 40,432 SH SOLE 8,844,236 0 0
BRIDGEBIO PHARMA INC COM 10806X102 11,893,481 111,363 SH SOLE 11,893,481 0 0
CARDINAL HEALTH INC COM 14149Y108 4,768,210 108,682 SH SOLE 4,768,210 0 0
CELCUITY INC COM 15102K100 5,141,208 141,296 SH SOLE 5,141,208 0 0
CENCORA INC COM 03073E105 6,603,222 23,470 SH SOLE 6,603,222 0 0
COMPASS THERAPEUTICS INC COM 20454B104 3,051,055 41,831 SH SOLE 3,051,055 0 0
CVS HEALTH CORP COM 126650100 9,267,221 23,773 SH SOLE 9,267,221 0 0
DEXCOM INC COM NEW 252131107 2,639,923 584,332 SH SOLE 2,639,923 0 0
DISC MEDICINE INC COM 254604101 3,188,687 107,255 SH SOLE 3,188,687 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 8,266,658 106,518 SH SOLE 8,266,658 0 0
ELI LILLY & CO COM 532457108 26,845,326 39,722 SH SOLE 26,845,326 0 0
GILEAD SCIENCES INC COM 375558103 7,156,510 47,967 SH SOLE 7,156,510 0 0
IDEAYA BIOSCIENCES INC COM 45166A102 4,011,494 31,133 SH SOLE 4,011,494 0 0
INCYTE CORP COM 45337C102 7,974,128 50,796 SH SOLE 7,974,128 0 0
INSMED INC COM PAR $.01 457669307 5,955,071 97,438 SH SOLE 5,955,071 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 9,444,763 70,851 SH SOLE 9,444,763 0 0
IONIS PHARMACEUTICALS INC COM 462222100 9,398,790 27,873 SH SOLE 9,398,790 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 6,259,662 22,322 SH SOLE 6,259,662 0 0
JOHNSON & JOHNSON COM 478160104 11,943,093 92,377 SH SOLE 11,943,093 0 0
KRYSTAL BIOTECH, INC COM 501147102 6,793,816 37,579 SH SOLE 6,793,816 0 0
MERCK & CO. INC COM 58933Y105 22,917,169 33,853 SH SOLE 22,917,169 0 0
MIRUM PHARMACEUTICALS INC COM 604749101 9,397,540 195,768 SH SOLE 9,397,540 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 7,854,470 89,685 SH SOLE 7,854,470 0 0
NEWAMSTERDAM PHARMA CO NV ORDINARY SHARES N62509109 5,508,280 94,796 SH SOLE 5,508,280 0 0
PYXIS ONCOLOGY INC COMMON STOCK 747324101 1,618,053 197,036 SH SOLE 1,618,053 0 0
REVOLUTION MEDICINES INC COM 76155X100 9,077,023 617,245 SH SOLE 9,077,023 0 0
SOLENO THERAPEUTICS INC COM 834203309 2,207,336 90,184 SH SOLE 2,207,336 0 0
SPYRE THERAPEUTICS INC COM NEW 00773J202 3,485,807 62,735 SH SOLE 3,485,807 0 0
STRYKER CORPORATION COM 863667101 9,579,712 26,835 SH SOLE 9,579,712 0 0
TANGO THERAPEUTICS INC COM 87583X109 3,629,578 29,915 SH SOLE 3,629,578 0 0
THERMO FISHER SCIENTIFIC CORP COM 883556102 14,449,998 22,986 SH SOLE 14,449,998 0 0
UNIVERSAL HEALTH SERVICES INC COM 91324P102 2,772,424 14,636 SH SOLE 2,772,424 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 11,167,965 22,984 SH SOLE 11,167,965 0 0