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 23,881,597 91,294 SH SOLE 23,881,597 0 0
ABIVAX SA SPONSORED ADS 00370M103 4,599,677 46,452 SH SOLE 4,599,677 0 0
ALKERMES PLC SHS G01767105 5,519,837 136,225 SH SOLE 5,519,837 0 0
BEONE MEDICINES LTD-ADR SPONSORED ADS 07725L102 13,056,373 35,679 SH SOLE 13,056,373 0 0
BIOGEN INC COM 09062X103 16,027,315 70,955 SH SOLE 16,027,315 0 0
BOSTON SCIENTIFC COM 101137107 5,701,650 130,622 SH SOLE 5,701,650 0 0
BRIDGEBIO PHARMA INC COM 10806X102 10,771,263 163,697 SH SOLE 10,771,263 0 0
CARDINAL HEALTH INC COM 14149Y108 5,948,538 26,735 SH SOLE 5,948,538 0 0
CELCUITY INC COM 15102K100 2,377,091 29,893 SH SOLE 2,377,091 0 0
CENCORA INC COM 03073E105 10,841,127 36,107 SH SOLE 10,841,127 0 0
PATHWAYS PLC SPONSORED ADS 20451W101 3,029,215 243,506 SH SOLE 3,029,215 0 0
CVS HEALTH CORP COM 126650100 11,937,560 139,311 SH SOLE 11,937,560 0 0
DEXCOM INC COM 252131107 7,701,469 89,251 SH SOLE 7,701,469 0 0
DISC MEDICINE INC COM 254604101 2,859,424 43,682 SH SOLE 2,859,424 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 9,464,729 109,647 SH SOLE 9,464,729 0 0
ELI LILLY & CO COM 532457108 36,103,210 31,202 SH SOLE 36,103,210 0 0
GILEAD SCIENCES INC COM 375558103 6,030,712 40,461 SH SOLE 6,030,712 0 0
IDEAYA BIOSCIENCES INC COM 45166A102 3,594,191 93,550 SH SOLE 3,594,191 0 0
INCYTE CORP COM 45337C102 9,389,699 77,377 SH SOLE 9,389,699 0 0
INSMED INC COM PAR $.01 457669307 9,983,712 87,469 SH SOLE 9,983,712 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 10,429,246 25,648 SH SOLE 10,429,246 0 0
IRHYTHM TECHNOLOGIES INC COM 450056106 6,149,233 54,102 SH SOLE 6,149,233 0 0
JOHNSON & JOHNSON COM 478160104 24,193,794 91,387 SH SOLE 24,193,794 0 0
KRYSTAL BIOTECH, INC COM 501147102 9,336,289 28,074 SH SOLE 9,336,289 0 0
MERCK & CO. INC COM 58933Y105 24,555,501 168,987 SH SOLE 24,555,501 0 0
MIRUM PHARMACEUTICALS INC COM 604749101 5,989,669 70,071 SH SOLE 5,989,669 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 5,476,584 38,611 SH SOLE 5,476,584 0 0
NEWAMSTERDAM PHARMA CO NV ORDINARY SHARES N62509109 7,389,000 303,824 SH SOLE 7,389,000 0 0
ORUKA THERAPEUTI COM 687604108 3,596,462 43,180 SH SOLE 3,596,462 0 0
PALVELLA THERAPEUTICS INC NE COM 697947109 2,058,467 14,924 SH SOLE 2,058,467 0 0
PYXIS ONCOLOGY INC COMMON STOCK 747324101 1,546,589 663,772 SH SOLE 1,546,589 0 0
REVOLUTION MEDICINES INC COM 76155X100 13,570,354 66,113 SH SOLE 13,570,354 0 0
SPYRE THERAPEUTICS INC COM NEW 00773J202 3,938,954 44,243 SH SOLE 3,938,954 0 0
STRYKER CORPORATION COM 863667101 9,444,775 34,296 SH SOLE 9,444,775 0 0
SUMMIT THERAPEUTICS INC COM 86627T108 3,123,057 184,687 SH SOLE 3,123,057 0 0
TANGO THERAPEUTICS INC COM 87583X109 4,600,630 184,394 SH SOLE 4,600,630 0 0
THERMO FISHER SCIENTIFIC CORP COM 883556102 23,228,471 34,410 SH SOLE 23,228,471 0 0
VERADERMICS INC COMMON STOCK 922967104 1,225,150 10,106 SH SOLE 1,225,150 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 14,720,761 28,157 SH SOLE 14,720,761 0 0