The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 |
ACADIA PHARMACEUTICALS INC | COM | 004225108 | 4,806,669 | 200,696 | SH | SOLE | 200,696 | 0 | 0 | ||
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 5,331,046 | 28,067 | SH | SOLE | 28,067 | 0 | 0 | ||
AMEDISYS INC | COM | 023436108 | 6,492,880 | 71,007 | SH | SOLE | 71,007 | 0 | 0 | ||
BAXTER INTL INC | COM | 071813109 | 21,578,765 | 473,634 | SH | SOLE | 473,634 | 0 | 0 | ||
BECTON DICKINSON & CO | COM | 075887109 | 24,532,601 | 92,923 | SH | SOLE | 92,923 | 0 | 0 | ||
BIOGEN INC | COM | 09062X103 | 27,276,381 | 95,757 | SH | SOLE | 95,757 | 0 | 0 | ||
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 14,100,062 | 162,668 | SH | SOLE | 162,668 | 0 | 0 | ||
BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 32,459,485 | 507,576 | SH | SOLE | 507,576 | 0 | 0 | ||
BRUKER CORP | COM | 116794108 | 8,296,929 | 112,242 | SH | SOLE | 112,242 | 0 | 0 | ||
CARDINAL HEALTH INC | COM | 14149Y108 | 36,375,594 | 384,642 | SH | SOLE | 384,642 | 0 | 0 | ||
CENTENE CORP DEL | COM | 15135B101 | 16,521,810 | 244,949 | SH | SOLE | 244,949 | 0 | 0 | ||
CATALENT INC | COM | 148806102 | 7,808,616 | 180,088 | SH | SOLE | 180,088 | 0 | 0 | ||
ELEVANCE HEALTH INC | COM | 036752103 | 13,928,936 | 31,351 | SH | SOLE | 31,351 | 0 | 0 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 18,421,800 | 195,291 | SH | SOLE | 195,291 | 0 | 0 | ||
GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 | 12,293,887 | 151,328 | SH | SOLE | 151,328 | 0 | 0 | ||
GILEAD SCIENCES INC | COM | 375558103 | 46,347,355 | 601,367 | SH | SOLE | 601,367 | 0 | 0 | ||
INCYTE CORP | COM | 45337C102 | 24,746,367 | 397,532 | SH | SOLE | 397,532 | 0 | 0 | ||
IONIS PHARMACEUTICALS INC | COM | 462222100 | 6,581,253 | 160,401 | SH | SOLE | 160,401 | 0 | 0 | ||
JOHNSON & JOHNSON | COM | 478160104 | 4,381,480 | 26,471 | SH | SOLE | 26,471 | 0 | 0 | ||
LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 17,642,188 | 73,104 | SH | SOLE | 73,104 | 0 | 0 | ||
LANTHEUS HLDGS INC | COM | 516544103 | 4,221,931 | 50,309 | SH | SOLE | 50,309 | 0 | 0 | ||
MEDTRONIC PLC | SHS | G5960L103 | 30,527,355 | 346,508 | SH | SOLE | 346,508 | 0 | 0 | ||
NUVASIVE INC | COM | 670704105 | 11,078,328 | 266,370 | SH | SOLE | 266,370 | 0 | 0 | ||
PTC THERAPEUTICS INC | COM | 69366J200 | 2,300,987 | 56,577 | SH | SOLE | 56,577 | 0 | 0 | ||
QIAGEN NV | SHS NEW | N72482123 | 5,742,496 | 127,526 | SH | SOLE | 127,526 | 0 | 0 | ||
ULTRAGENYX PHARMACEUTICAL IN | COM | 90400D108 | 4,640,909 | 100,605 | SH | SOLE | 100,605 | 0 | 0 | ||
TENET HEALTHCARE CORP | COM NEW | 88033G407 | 13,139,371 | 161,457 | SH | SOLE | 161,457 | 0 | 0 | ||
VIR BIOTECHNOLOGY INC | COM | 92764N102 | 3,689,459 | 150,406 | SH | SOLE | 150,406 | 0 | 0 | ||
ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | 21,667,027 | 148,812 | SH | SOLE | 148,812 | 0 | 0 |