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 13,379,069 147,444 SH SOLE 147,444 0 0
AMGEN INC COM 031162100 9,516,876 26,281 SH SOLE 26,281 0 0
ARDELYX INC COM 039697107 3,502,904 686,844 SH SOLE 686,844 0 0
ASCENDIS PHARMA A/S ORD SHS K08588103 5,682,470 21,305 SH SOLE 21,305 0 0
AVANTOR INC COM 05352A100 8,970,271 906,088 SH SOLE 906,088 0 0
BECTON DICKINSON & CO COM 075887109 14,099,113 93,168 SH SOLE 93,168 0 0
BIOGEN INC COM 09062X103 11,702,458 54,163 SH SOLE 54,163 0 0
BIO RAD LABS INC CL A 090572207 9,791,894 33,350 SH SOLE 33,350 0 0
BIOMARIN PHARMACEUTICAL INC COM 09061G101 16,875,208 294,918 SH SOLE 294,918 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 41,838,746 726,115 SH SOLE 726,115 0 0
BRUKER CORP COM 116794108 9,168,543 152,352 SH SOLE 152,352 0 0
BOSTON SCIENTIFIC CORP COM 101137107 5,169,743 121,128 SH SOLE 121,128 0 0
CARDINAL HEALTH INC COM 14149Y108 9,666,079 40,689 SH SOLE 40,689 0 0
CENTENE CORP DEL COM 15135B101 10,424,777 162,405 SH SOLE 162,405 0 0
CRINETICS PHARMACEUTICALS IN COM 22663K107 4,289,380 114,628 SH SOLE 114,628 0 0
CVS HEALTH CORP COM 126650100 16,069,613 155,337 SH SOLE 155,337 0 0
CYTOKINETICS INC COM NEW 23282W605 3,833,550 45,000 SH SOLE 45,000 0 0
DEXCOM INC COM 252131107 6,877,917 102,122 SH SOLE 102,122 0 0
ELEVANCE HEALTH INC FORMERLY COM 036752103 17,209,098 44,499 SH SOLE 44,499 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 5,463,965 60,402 SH SOLE 60,402 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107 13,305,311 207,863 SH SOLE 207,863 0 0
INCYTE CORP COM 45337C102 19,356,560 170,753 SH SOLE 170,753 0 0
IONIS PHARMACEUTICALS INC COM 462222100 15,022,918 189,468 SH SOLE 189,468 0 0
IOVANCE BIOTHERAPEUTICS INC COM 462260100 4,028,819 968,466 SH SOLE 968,466 0 0
IQVIA HLDGS INC COM 46266C105 15,060,340 77,944 SH SOLE 77,944 0 0
KURA ONCOLOGY INC COM 50127T109 4,750,142 433,012 SH SOLE 433,012 0 0
LABCORP HOLDINGS INC COM SHS 504922105 7,285,320 26,019 SH SOLE 26,019 0 0
MEDTRONIC PLC SHS G5960L103 27,571,147 352,437 SH SOLE 352,437 0 0
MERCK & CO INC COM 58933Y105 27,885,528 217,008 SH SOLE 217,008 0 0
INTELLIA THERAPEUTICS INC COM 45826J105 3,133,195 185,177 SH SOLE 185,177 0 0
ORGANON & CO COMMON STOCK 68622V106 3,666,375 270,781 SH SOLE 270,781 0 0
PFIZER INC COM 717081103 24,181,497 1,004,215 SH SOLE 1,004,215 0 0
PTC THERAPEUTICS INC COM 69366J200 8,157,000 100,000 SH SOLE 100,000 0 0
QIAGEN NV ORD SHARES N72482156 11,246,724 287,640 SH SOLE 287,640 0 0
REGENERON PHARMACEUTICALS COM 75886F107 9,839,461 15,780 SH SOLE 15,780 0 0
SYNDAX PHARMACEUTICALS INC COM 87164F105 5,284,415 241,739 SH SOLE 241,739 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 16,837,674 33,584 SH SOLE 33,584 0 0
TANDEM DIABETES CARE INC COM NEW 875372203 4,030,403 267,091 SH SOLE 267,091 0 0
TRAVERE THERAPEUTICS INC COM 89422G107 4,544,800 80,000 SH SOLE 80,000 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 12,251,210 142,307 SH SOLE 142,307 0 0