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 |
ACLARIS THERAPEUTICS INC | COM | 00461U105 | 155,820 | 148,400 | SH | SOLE | 148,400 | 0 | 0 | ||
AGILENT TECHNOLOGIES INC | COM | 00846U101 | 264,157 | 1,900 | SH | SOLE | 1,900 | 0 | 0 | ||
AVANTOR INC | COM | 05352A100 | 561,572 | 24,598 | SH | SOLE | 24,598 | 0 | 0 | ||
AXONICS INC | COM | 05465P101 | 1,547,722 | 24,871 | SH | SOLE | 24,871 | 0 | 0 | ||
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 448,353 | 4,650 | SH | SOLE | 4,650 | 0 | 0 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 2,260,833 | 39,108 | SH | SOLE | 39,108 | 0 | 0 | ||
CENCORA INC | COM | 03073E105 | 203,326 | 990 | SH | SOLE | 990 | 0 | 0 | ||
COOPER COS INC | COM NEW | 216648402 | 373,899 | 988 | SH | SOLE | 988 | 0 | 0 | ||
ELEVANCE HEALTH INC | COM | 036752103 | 1,238,788 | 2,627 | SH | SOLE | 2,627 | 0 | 0 | ||
ENCOMPASS HEALTH CORP | COM | 29261A100 | 858,686 | 12,870 | SH | SOLE | 12,870 | 0 | 0 | ||
FORTREA HLDGS INC | COMMON STOCK | 34965K107 | 243,881 | 6,988 | SH | SOLE | 6,988 | 0 | 0 | ||
HOLOGIC INC | COM | 436440101 | 831,035 | 11,631 | SH | SOLE | 11,631 | 0 | 0 | ||
HUMANA INC | COM | 444859102 | 214,713 | 469 | SH | SOLE | 469 | 0 | 0 | ||
ICON PLC | SHS | G4705A100 | 1,035,753 | 3,659 | SH | SOLE | 3,659 | 0 | 0 | ||
INSULET CORP | COM | 45784P101 | 847,524 | 3,906 | SH | SOLE | 3,906 | 0 | 0 | ||
LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 905,523 | 3,984 | SH | SOLE | 3,984 | 0 | 0 | ||
ORTHOPEDIATRICS CORP | COM | 68752L100 | 436,544 | 13,428 | SH | SOLE | 13,428 | 0 | 0 | ||
PFIZER INC | COM | 717081103 | 454,594 | 15,790 | SH | SOLE | 15,790 | 0 | 0 | ||
QIAGEN NV | SHS NEW | N72482123 | 226,661 | 5,219 | SH | SOLE | 5,219 | 0 | 0 | ||
QUIDELORTHO CORP | COM | 219798105 | 379,334 | 5,147 | SH | SOLE | 5,147 | 0 | 0 | ||
SABRA HEALTH CARE REIT INC | COM | 78573L106 | 285,643 | 20,017 | SH | SOLE | 20,017 | 0 | 0 | ||
TENET HEALTHCARE CORP | COM NEW | 88033G407 | 551,888 | 7,303 | SH | SOLE | 7,303 | 0 | 0 | ||
THE CIGNA GROUP | COM | 125523100 | 414,439 | 1,384 | SH | SOLE | 1,384 | 0 | 0 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 2,013,817 | 3,794 | SH | SOLE | 3,794 | 0 | 0 | ||
ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | 687,118 | 5,646 | SH | SOLE | 5,646 | 0 | 0 |