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 LABORATORIES COM 002824100 7,461,550 82,230 SH DFND 0 82,230 0
ABIVAX SA SPONSORED ADS 00370M103 5,765,361 43,264 SH DFND 0 43,264 0
ACADIA HEALTHCARE COMPANY IN COM 00404A109 15,501,301 524,934 SH DFND 0 524,934 0
AMNEAL PHARMACEUTICALS INC COM STK CL A 03168L105 8,321,177 480,715 SH DFND 0 480,715 0
AMYLYX PHARMACEUTICALS INC COM 03237H101 2,580,852 143,700 SH DFND 0 143,700 0
ARCUS BIOSCIENCES INC COM 03969F109 4,690,137 152,129 SH DFND 0 152,129 0
ARCUTIS BIOTHERAPEUTICS INC COM 03969K108 6,347,049 242,069 SH DFND 0 242,069 0
ARGENX SE SPONSORED ADR 04016X101 4,158,265 4,482 SH DFND 0 4,482 0
ARROWHEAD PHARMACEUTICALS IN COM 04280A100 10,732,177 131,667 SH DFND 0 131,667 0
ASCENDIS PHARMA A/S ORD SHS K08588103 62,191,369 233,171 SH DFND 0 233,171 0
AXSOME THERAPEUTICS INC. COM 05464T104 53,750,513 219,596 SH DFND 0 219,596 0
BELITE BIO INC SPONSORED ADS 07782B104 5,359,140 34,803 SH DFND 0 34,803 0
BIO RAD LABS INC CL A 090572207 4,109,072 13,995 SH DFND 0 13,995 0
BIOCRYST PHARMACEUTICALS INC COM 09058V103 2,073,570 207,357 SH DFND 0 207,357 0
BRIDGEBIO PHARMA INC COM 10806X102 18,870,104 253,358 SH DFND 0 253,358 0
BRIGHTSPRING HEALTH SVCS INC COM 10950A106 9,897,082 141,914 SH DFND 0 141,914 0
CAPRICOR THERAPEUTICS INC COM NEW 14070B309 2,943,082 122,221 SH DFND 0 122,221 0
CARIBOU BIOSCIENCES INC COM 142038108 624,249 354,687 SH DFND 0 354,687 0
CELCUITY INC COM 15102K100 5,456,456 52,155 SH DFND 0 52,155 0
CELLDEX THERAPEUTICS INC NEW COM NEW 15117B202 12,753,765 342,751 SH DFND 0 342,751 0
CENCORA INC COM 03073E105 2,089,807 7,385 SH DFND 0 7,385 0
CENCORA INC COM 03073E105 7,951,738 28,100 SH Call DFND 0 28,100 0
CENTENE CORP DEL COM 15135B101 15,974,773 248,867 SH DFND 0 248,867 0
CENTENE CORP DEL COM 15135B101 5,661,558 88,200 SH Put DFND 0 88,200 0
CG ONCOLOGY INC COM 156944100 9,114,720 128,286 SH DFND 0 128,286 0
CHARLES RIV LABS INTL INC COM 159864107 4,251,632 18,747 SH DFND 0 18,747 0
COMPASS PATHWAYS PLC SPONSORED ADS 20451W101 3,503,384 247,589 SH DFND 0 247,589 0
COOPER COS INC COM 216648501 15,840,022 220,890 SH DFND 0 220,890 0
CULLINAN THERAPEUTICS INC COM 230031106 3,504,369 192,442 SH DFND 0 192,442 0
CVRX INC COM 126638105 1,899,600 369,572 SH DFND 0 369,572 0
CVS HEALTH CORP COM 126650100 14,219,927 137,457 SH DFND 0 137,457 0
CYTOKINETICS INC COM NEW 23282W605 16,329,730 191,686 SH DFND 0 191,686 0
DEFINIUM THERAPEUTICS INC COM SHS 24477V105 11,713,901 249,020 SH DFND 0 249,020 0
DENALI THERAPEUTICS INC COM 24823R105 2,596,846 100,966 SH DFND 0 100,966 0
DIANTHUS THERAPEUTICS INC COM 252828108 11,816,721 121,222 SH DFND 0 121,222 0
EDWARDS LIFESCIENCES CORP COM 28176E108 22,655,978 250,453 SH DFND 0 250,453 0
ELANCO ANIMAL HEALTH INC COM 28414H103 4,244,954 172,489 SH DFND 0 172,489 0
ELI LILLY & CO COM 532457108 47,087,223 39,258 SH DFND 0 39,258 0
ERASCA INC COM 29479A108 2,456,492 134,088 SH DFND 0 134,088 0
EUPRAXIA PHARMACEUTICALS INC COM 29842P105 8,002,469 1,210,661 SH DFND 0 1,210,661 0
GILEAD SCIENCES INC COM 375558103 11,479,000 90,858 SH DFND 0 90,858 0
GUARDANT HEALTH INC COM 40131M109 5,506,251 36,701 SH DFND 0 36,701 0
HCA HEALTHCARE INC COM 40412C101 3,234,138 8,295 SH DFND 0 8,295 0
HIMS & HERS HEALTH INC COM CL A 433000106 1,714,570 49,454 SH DFND 0 49,454 0
HINGE HEALTH INC CL A 433313103 6,877,380 82,860 SH DFND 0 82,860 0
HUMANA INC COM 444859102 37,487,638 94,375 SH DFND 0 94,375 0
ICON PUB LTD CO SHS G4705A100 23,708,288 136,482 SH DFND 0 136,482 0
ILLUMINA INC COM 452327109 6,161,083 35,040 SH DFND 0 35,040 0
INDIVIOR PHARMACEUTICALS INC COM 45579U109 16,461,564 401,208 SH DFND 0 401,208 0
INHIBRX BIOSCIENCES INC COM 45720N103 29,219,479 308,385 SH DFND 0 308,385 0
INTEGER HLDGS CORP COM 45826H109 11,837,218 126,669 SH DFND 0 126,669 0
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 6,263,478 348,746 SH DFND 0 348,746 0
IRHYTHM HOLDINGS INC COM 450056106 7,755,064 65,196 SH DFND 0 65,196 0
JAZZ PHARMACEUTICALS PLC SHS USD G50871105 38,740,265 160,768 SH DFND 0 160,768 0
KODIAK SCIENCES INC COM 50015M109 7,531,552 193,315 SH DFND 0 193,315 0
LANTHEUS HLDGS INC COM 516544103 16,241,949 146,403 SH DFND 0 146,403 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 15,739,615 29,313 SH DFND 0 29,313 0
MBX BIOSCIENCES INC COM 55287L101 3,917,599 70,971 SH DFND 0 70,971 0
MEIRAGTX HLDGS PLC COM G59665102 6,150,914 455,286 SH DFND 0 455,286 0
MERCK & CO INC COM 58933Y105 16,334,663 127,118 SH DFND 0 127,118 0
MERIT MED SYS INC COM 589889104 13,662,615 197,038 SH DFND 0 197,038 0
METTLER TOLEDO INTERNATIONAL COM 592688105 17,047,093 13,344 SH DFND 0 13,344 0
MINERALYS THERAPEUTICS INC COM 603170101 1,684,038 62,418 SH DFND 0 62,418 0
MIRUM PHARMACEUTICALS INC COM 604749101 3,691,920 31,536 SH DFND 0 31,536 0
NATERA INC COM 632307104 5,992,802 22,077 SH DFND 0 22,077 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 35,966,549 213,407 SH DFND 0 213,407 0
NOVO-NORDISK A S ADR 670100205 12,704,867 265,016 SH DFND 0 265,016 0
OCULIS HOLDING AG ORDINARY SHARES H5870P102 6,047,903 436,042 SH DFND 0 436,042 0
OMADA HEALTH INC COM 68170A108 2,512,002 114,442 SH DFND 0 114,442 0
OMNICELL COM COM 68213N109 2,036,141 49,040 SH DFND 0 49,040 0
ORUKA THERAPEUTICS INC COM 687604108 15,115,375 158,825 SH DFND 0 158,825 0
OSCAR HEALTH INC CL A 687793109 14,802,336 519,016 SH DFND 0 519,016 0
OUTSET MED INC COM NEW 690145206 2,514,767 582,122 SH DFND 0 582,122 0
PENUMBRA INC COM 70975L107 19,014,781 60,221 SH DFND 0 60,221 0
PRAXIS PRECISION MEDICINES I COM NEW 74006W207 12,914,524 38,575 SH DFND 0 38,575 0
REVOLUTION MEDICINES INC COM 76155X100 26,822,616 143,222 SH DFND 0 143,222 0
REZOLUTE INC COM NEW 76200L309 661,903 127,289 SH DFND 0 127,289 0
RHYTHM PHARMACEUTICALS INC COM 76243J105 11,275,097 101,550 SH DFND 0 101,550 0
ROIVANT SCIENCES LTD SHS G76279101 9,484,803 268,008 SH DFND 0 268,008 0
SCHEIN HENRY INC COM 806407102 11,227,009 134,423 SH DFND 0 134,423 0
SPYRE THERAPEUTICS INC COM NEW 00773J202 4,103,145 46,217 SH DFND 0 46,217 0
STRUCTURE THERAPEUTICS INC SPONSORED ADS 86366E106 4,913,489 91,550 SH DFND 0 91,550 0
STRYKER CORPORATION COM 863667101 17,831,593 56,637 SH DFND 0 56,637 0
SYNDAX PHARMACEUTICALS INC COM 87164F105 2,588,705 118,422 SH DFND 0 118,422 0
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 7,120,093 444,173 SH DFND 0 444,173 0
TANGO THERAPEUTICS INC COM 87583X109 10,192,229 326,047 SH DFND 0 326,047 0
TARSUS PHARMACEUTICALS INC COM 87650L103 2,554,042 40,579 SH DFND 0 40,579 0
TECTONIC THERAPEUTIC INC COM 878972108 1,568,566 45,631 SH DFND 0 45,631 0
TELEFLEX INCORPORATED COM 879369106 10,103,786 79,708 SH DFND 0 79,708 0
TENET HEALTHCARE CORP COM NEW 88033G407 23,679,090 126,572 SH DFND 0 126,572 0
THERMO FISHER SCIENTIFIC INC COM 883556102 14,286,755 28,496 SH DFND 0 28,496 0
UNIQURE NV SHS N90064101 1,215,800 26,396 SH DFND 0 26,396 0
UNITED THERAPEUTICS CORP DEL COM 91307C102 27,086,624 49,991 SH DFND 0 49,991 0
UNITEDHEALTH GROUP INC COM 91324P102 36,690,154 88,276 SH DFND 0 88,276 0
VERA THERAPEUTICS INC CL A 92337R101 9,624,241 224,289 SH DFND 0 224,289 0
VIKING THERAPEUTICS INC COM 92686J106 9,960,423 255,330 SH DFND 0 255,330 0
WATERS CORP COM 941848103 22,436,768 59,825 SH DFND 0 59,825 0
WEST PHARMACEUTICAL SVSC INC COM 955306105 7,443,147 20,733 SH DFND 0 20,733 0