The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| 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 | 36,296,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| ABSCI CORPORATION | COM | 00091E109 | 9,272,000 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 | 11,812,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| ALIGNMENT HEALTHCARE INC | COM | 01625V104 | 47,620,000 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| ALKERMES PLC | SHS | G01767105 | 5,239,500 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ALTO NEUROSCIENCE INC | COM SHS | 02157Q109 | 13,195,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| ALUMIS INC | COM | 022307102 | 19,698,000 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| ARROWHEAD PHARMACEUTICALS IN | COM | 04280A100 | 16,302,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| ASCENDIS PHARMA A/S | ORD SHS | K08588103 | 12,002,400 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| AURA BIOSCIENCES INC | COM | 05153U107 | 1,207,000 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| AXSOME THERAPEUTICS INC. | COM | 05464T104 | 73,431,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| BEAM THERAPEUTICS INC | COM | 07373V105 | 10,296,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| BIOAGE LABS INC | COM | 09077V100 | 7,353,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| BIOGEN INC | COM | 09062X103 | 21,606,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| BIOHAVEN LTD | COM | G1110E107 | 10,416,000 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| BIONTECH SE | SPONSORED ADS | 09075V102 | 4,652,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 38,412,000 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| BRIDGEBIO PHARMA INC | COM | 10806X102 | 20,482,000 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| BRIGHTSPRING HEALTH SVCS INC | COM | 10950A106 | 38,357,000 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| BRUKER CORP | COM | 116794108 | 9,027,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| CARDINAL HEALTH INC | COM | 14149Y108 | 71,268,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| CELLDEX THERAPEUTICS INC NEW | COM NEW | 15117B202 | 3,721,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| CENCORA INC | COM | 03073E105 | 8,489,400 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| CENTENE CORP DEL | COM | 15135B101 | 19,257,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| COGENT BIOSCIENCES INC | COM | 19240Q201 | 7,740,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| CVS HEALTH CORP | COM | 126650100 | 113,795,000 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| CYTOKINETICS INC | COM NEW | 23282W605 | 136,304,000 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
| DEFINIUM THERAPEUTICS INC | COM SHS | 24477V105 | 25,872,000 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| DENALI THERAPEUTICS INC | COM | 24823R105 | 2,572,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| EDGEWISE THERAPEUTICS INC | COM | 28036F105 | 81,260,000 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 56,537,500 | 625,000 | SH | SOLE | 625,000 | 0 | 0 | ||
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | 19,336,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| ELI LILLY & CO | COM | 532457108 | 17,991,450 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| ENLIVEN THERAPEUTICS INC | COM | 29337E102 | 7,612,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| ENVISTA HOLDINGS CORPORATION | COM | 29415F104 | 15,810,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| ERASCA INC | COM | 29479A108 | 18,320,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| FORTE BIOSCIENCES INC | COM NEW | 34962G208 | 14,343,750 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | ||
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 | 9,601,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| GLAUKOS CORP | COM | 377322102 | 20,964,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| IDEAYA BIOSCIENCES INC | COM | 45166A102 | 3,727,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| INHIBIKASE THERAPEUTICS INC | COM NEW | 45719W205 | 2,740,500 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
| INSMED INC | COM PAR $.01 | 457669307 | 170,592,000 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
| INSPIRE MED SYS INC | COM | 457730109 | 4,461,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| INTEGRA LIFESCIENCES HLDGS C | COM NEW | 457985208 | 9,878,000 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| INVENTIVA SA | ADS | 46124U107 | 5,745,600 | 1,520,000 | SH | SOLE | 1,520,000 | 0 | 0 | ||
| IONIS PHARMACEUTICALS INC | COM | 462222100 | 23,787,000 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | |
| IRHYTHM HOLDINGS INC | COM | 450056106 | 10,705,500 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 7,229,100 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| KARDIGAN INC | COM | 485925101 | 4,770,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| LANTHEUS HLDGS INC | COM | 516544103 | 21,078,600 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| LB PHARMACEUTICALS INC | COM SHS | 50180M108 | 4,868,250 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| LIFESTANCE HEALTH GROUP INC | COM | 53228F101 | 32,130,000 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| LIVANOVA PLC | SHS | G5509L101 | 14,801,400 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| MADRIGAL PHARMACEUTICALS INC | COM | 558868105 | 13,423,750 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| MEDTRONIC PLC | SHS | G5960L103 | 15,646,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| MERCK & CO INC | COM | 58933Y105 | 44,975,000 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| MINERALYS THERAPEUTICS INC | COM | 603170101 | 12,141,000 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| MOBIA MED INC | COMMON STOCK | 60705V103 | 3,350,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 25,281,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| NOVARTIS AG | SPONSORED ADR | 66987V109 | 31,344,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| NOVO-NORDISK A S | ADR | 670100205 | 28,764,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| NOVO-NORDISK A S | ADR | 670100205 | 14,382,000 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | |
| OLEMA PHARMACEUTICALS INC | COM | 68062P106 | 1,251,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ORIC PHARMACEUTICALS INC | COM | 68622P109 | 20,577,000 | 1,900,000 | SH | SOLE | 1,900,000 | 0 | 0 | ||
| PRAXIS PRECISION MEDICINES I | COM NEW | 74006W207 | 13,391,600 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| PROTARA THERAPEUTICS INC | COM STK | 74365U107 | 5,730,000 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| QUEST DIAGNOSTICS INC | COM | 74834L100 | 42,390,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| REGENERON PHARMACEUTICALS | COM | 75886F107 | 24,941,600 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| REGENXBIO INC | COM | 75901B107 | 9,584,000 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| RELMADA THERAPEUTICS INC | COM | 75955J402 | 3,460,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| REVOLUTION MEDICINES INC | COM | 76155X100 | 280,920,000 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| REVOLUTION MEDICINES INC | COM | 76155X100 | 56,184,000 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
| REZOLUTE INC | COM NEW | 76200L309 | 2,600,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| RHYTHM PHARMACEUTICALS INC | COM | 76243J105 | 61,066,500 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| ROIVANT SCIENCES LTD | SHS | G76279101 | 70,780,000 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| SANA BIOTECHNOLOGY INC | COM | 799566104 | 6,980,000 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| SAVARA INC | COM | 805111101 | 3,696,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| SCHOLAR ROCK HLDG CORP | COM | 80706P103 | 41,250,000 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| SIONNA THERAPEUTICS INC | COM | 829401108 | 3,299,250 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| SPYRE THERAPEUTICS INC | COM NEW | 00773J202 | 28,853,500 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| TANGO THERAPEUTICS INC | COM | 87583X109 | 31,260,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| TENAX THERAPEUTICS INC | COM NEW | 88032L605 | 2,429,850 | 167,000 | SH | SOLE | 167,000 | 0 | 0 | ||
| TENET HEALTHCARE CORP | COM NEW | 88033G407 | 30,868,200 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
| TRAVERE THERAPEUTICS INC | COM | 89422G107 | 21,303,750 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| TREVI THERAPEUTICS INC | COM | 89532M101 | 3,730,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| UNIQURE NV | SHS | N90064101 | 41,454,000 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 35,328,550 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| VERA THERAPEUTICS INC | CL A | 92337R101 | 75,092,500 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
| VERADERMICS INC | COMMON STOCK | 922967104 | 3,073,500 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 19,869,200 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| WATERS CORP | COM | 941848103 | 15,001,600 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| XENON PHARMACEUTICALS INC | COM | 98420N105 | 12,072,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||