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 |
|
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 | 5,779 | 52,500 | SH | SOLE | 52,500 | 0 | 0 | ||
Acadia Healthcare Co Inc | COM | 00404A109 | 6,998 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
Biogen Inc | COM | 09062X103 | 6,469 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
BioMarin Pharmaceutical Inc | COM | 09061G101 | 5,303 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
Boston Scientific Corp | COM | 101137107 | 9,250 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
Cardinal Health Inc | COM | 14149Y108 | 4,032 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
Cencora Inc | COM | 03073E105 | 4,108 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
Cigna Group/The | COM | 125523100 | 5,240 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
Danaher Corp | COM | 235851102 | 5,784 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
DaVita Inc | COM | 23918K108 | 4,714 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
Dexcom Inc | COM | 252131107 | 6,205 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
Eli Lilly & Co | COM | 532457108 | 8,744 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
Encompass Health Corp | COM | 29261A100 | 6,005 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
HCA Healthcare Inc | COM | 40412C101 | 10,827 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
Humana Inc | COM | 444859102 | 6,867 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
Inspire Medical Systems Inc | COM | 457730109 | 5,594 | 27,500 | SH | SOLE | 27,500 | 0 | 0 | ||
Insulet Corp | COM | 45784P101 | 5,750 | 26,500 | SH | SOLE | 26,500 | 0 | 0 | ||
Intuitive Surgical Inc | COM NEW | 46120E602 | 7,591 | 22,500 | SH | SOLE | 22,500 | 0 | 0 | ||
Laboratory Corp of America Ho | COM NEW | 50540R409 | 3,409 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
Maravai LifeSciences Holdings | COM CL A | 56600D107 | 1,344 | 205,241 | SH | SOLE | 205,241 | 0 | 0 | ||
McKesson Corp | COM | 58155Q103 | 6,945 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
Medtronic PLC | SHS | G5960L103 | 6,590 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
Novo Nordisk A/S | ADR | 670100205 | 9,311 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
QIAGEN NV | SHS NEW | N72482123 | 2,389 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
Quest Diagnostics Inc | COM | 74834L100 | 4,136 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
ResMed Inc | COM | 761152107 | 3,440 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
Select Medical Holdings Corp | COM | 81619Q105 | 5,875 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
Smith & Nephew PLC | SPDN ADR NEW | 83175M205 | 5,183 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
SPDR S&P Biotech ETF | S&P BIOTECH | 78464A870 | 12,107 | 135,588 | SH | SOLE | 135,588 | 0 | 0 | ||
Stevanato Group SpA | ORD SHS | T9224W109 | 2,183 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
Stryker Corp | COM | 863667101 | 8,385 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | ||
Surgery Partners Inc | COM | 86881A100 | 6,398 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
Tenet Healthcare Corp | COM NEW | 88033G407 | 10,958 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
Thermo Fisher Scientific Inc | COM | 883556102 | 6,369 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
UnitedHealth Group Inc | COM | 91324P102 | 5,265 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
Universal Health Services Inc | CLASS B | 913903100 | 10,290 | 67,500 | SH | SOLE | 67,500 | 0 | 0 | ||
Vertex Pharmaceuticals Inc | COM | 92532F100 | 5,086 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
Walgreens Boots Alliance Inc | COM | 931427108 | 2,350 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
Zimmer Biomet Holdings Inc | COM | 98956P102 | 6,085 | 50,000 | SH | SOLE | 50,000 | 0 | 0 |