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 | 41,336,700 | 227,000 | SH | | SOLE | | 227,000 | 0 | 0 |
AC IMMUNE SA | SHS | H00263105 | 13,231,200 | 4,470,000 | SH | | SOLE | | 4,470,000 | 0 | 0 |
ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 | 79,616,100 | 1,005,000 | SH | | SOLE | | 1,005,000 | 0 | 0 |
ACADIA PHARMACEUTICALS INC | COM | 004225108 | 10,881,365 | 588,500 | SH | | SOLE | | 588,500 | 0 | 0 |
ALIGN TECHNOLOGY INC | COM | 016255101 | 61,976,880 | 189,000 | SH | | SOLE | | 189,000 | 0 | 0 |
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 36,316,350 | 243,000 | SH | | SOLE | | 243,000 | 0 | 0 |
ALPINE IMMUNE SCIENCES INC | COM | 02083G100 | 46,565,108 | 1,174,700 | SH | | SOLE | | 1,174,700 | 0 | 0 |
AN2 THERAPEUTICS INC | COM | 037326105 | 3,737,500 | 1,150,000 | SH | | SOLE | | 1,150,000 | 0 | 0 |
APOGEE THERAPEUTICS INC | COM | 03770N101 | 25,576,140 | 384,893 | SH | | SOLE | | 384,893 | 0 | 0 |
ARVINAS INC | COM | 04335A105 | 123,228,643 | 2,985,190 | SH | | SOLE | | 2,985,190 | 0 | 0 |
ASTRAZENECA PLC | SPONSORED ADR | 046353108 | 10,840,000 | 160,000 | SH | | SOLE | | 160,000 | 0 | 0 |
ASTRIA THERAPEUTICS INC | COM | 04635X102 | 13,821,650 | 982,000 | SH | | SOLE | | 982,000 | 0 | 0 |
AVANTOR INC | COM | 05352A100 | 68,911,150 | 2,695,000 | SH | | SOLE | | 2,695,000 | 0 | 0 |
AXSOME THERAPEUTICS INC | COM | 05464T104 | 34,393,800 | 431,000 | SH | | SOLE | | 431,000 | 0 | 0 |
BIOHAVEN LTD | COM | G1110E107 | 4,101,750 | 75,000 | SH | | SOLE | | 75,000 | 0 | 0 |
BLUEPRINT MEDICINES CORP | COM | 09627Y109 | 40,410,360 | 426,000 | SH | | SOLE | | 426,000 | 0 | 0 |
BOSTON SCIENTIFIC CORP | COM | 101137107 | 133,966,440 | 1,956,000 | SH | | SOLE | | 1,956,000 | 0 | 0 |
CAREMAX INC | CL A NEW | 14171W202 | 102,184 | 21,200 | SH | | SOLE | | 21,200 | 0 | 0 |
CARIBOU BIOSCIENCES INC | COM | 142038108 | 29,736,709 | 5,785,352 | SH | | SOLE | | 5,785,352 | 0 | 0 |
CENTURY THERAPEUTICS INC | COM | 15673T100 | 5,106,100 | 1,221,555 | SH | | SOLE | | 1,221,555 | 0 | 0 |
CG ONCOLOGY INC | COM | 156944100 | 63,864,184 | 1,454,765 | SH | | SOLE | | 1,454,765 | 0 | 0 |
COGENT BIOSCIENCES INC | COM | 19240Q201 | 2,995,144 | 445,706 | SH | | SOLE | | 445,706 | 0 | 0 |
COLLEGIUM PHARMACEUTICAL INC | COM | 19459J104 | 14,029,548 | 361,400 | SH | | SOLE | | 361,400 | 0 | 0 |
CVS HEALTH CORP | COM | 126650100 | 43,469,200 | 545,000 | SH | | SOLE | | 545,000 | 0 | 0 |
CYBIN INC | COM | 23256X100 | 14,424,534 | 34,884,000 | SH | | SOLE | | 34,884,000 | 0 | 0 |
CYTOKINETICS INC | COM NEW | 23282W605 | 11,638,260 | 166,000 | SH | | SOLE | | 166,000 | 0 | 0 |
CYTOKINETICS INC | COM NEW | 23282W605 | 42,066,000 | 600,000 | SH | Call | SOLE | | 600,000 | 0 | 0 |
DANAHER CORPORATION | COM | 235851102 | 35,909,736 | 143,800 | SH | | SOLE | | 143,800 | 0 | 0 |
DEXCOM INC | COM | 252131107 | 24,536,030 | 176,900 | SH | | SOLE | | 176,900 | 0 | 0 |
DIANTHUS THERAPEUTICS INC | COM | 252828108 | 81,526,620 | 2,717,554 | SH | | SOLE | | 2,717,554 | 0 | 0 |
ELI LILLY & CO | COM | 532457108 | 54,457,200 | 70,000 | SH | | SOLE | | 70,000 | 0 | 0 |
EMERGENT BIOSOLUTIONS INC | COM | 29089Q105 | 4,827,240 | 1,908,000 | SH | | SOLE | | 1,908,000 | 0 | 0 |
ESTABLISHMENT LABS HLDGS INC | COM | G31249108 | 11,452,500 | 225,000 | SH | | SOLE | | 225,000 | 0 | 0 |
FUSION PHARMACEUTICALS INC | COM | 36118A100 | 138,586,993 | 6,500,328 | SH | | SOLE | | 6,500,328 | 0 | 0 |
GINKGO BIOWORKS HOLDINGS INC | CL A SHS | 37611X100 | 3,480,000 | 3,000,000 | SH | | SOLE | | 3,000,000 | 0 | 0 |
GLAUKOS CORP | COM | 377322102 | 21,120,960 | 224,000 | SH | | SOLE | | 224,000 | 0 | 0 |
HYPERFINE INC | COM CL A | 44916K106 | 1,188,178 | 1,188,178 | SH | | SOLE | | 1,188,178 | 0 | 0 |
IDEAYA BIOSCIENCES INC | COM | 45166A102 | 35,090,836 | 799,700 | SH | | SOLE | | 799,700 | 0 | 0 |
ILLUMINA INC | COM | 452327109 | 63,730,212 | 464,100 | SH | | SOLE | | 464,100 | 0 | 0 |
IMMUNIC INC | COM | 4525EP101 | 11,751,923 | 8,902,972 | SH | | SOLE | | 8,902,972 | 0 | 0 |
IMMUNOCORE HLDGS PLC | ADS | 45258D105 | 18,616,000 | 286,400 | SH | | SOLE | | 286,400 | 0 | 0 |
IMMUNOME INC | COM | 45257U108 | 21,567,630 | 873,891 | SH | | SOLE | | 873,891 | 0 | 0 |
IMMUNOVANT INC | COM | 45258J102 | 16,316,550 | 505,000 | SH | | SOLE | | 505,000 | 0 | 0 |
INTRA-CELLULAR THERAPIES INC | COM | 46116X101 | 41,520,000 | 600,000 | SH | | SOLE | | 600,000 | 0 | 0 |
INTRA-CELLULAR THERAPIES INC | COM | 46116X101 | 239,454,000 | 600,000 | SH | Call | SOLE | | 600,000 | 0 | 0 |
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 90,194,340 | 226,000 | SH | | SOLE | | 226,000 | 0 | 0 |
IONIS PHARMACEUTICALS INC | COM | 462222100 | 5,635,500 | 130,000 | SH | | SOLE | | 130,000 | 0 | 0 |
JANUX THERAPEUTICS INC | COM | 47103J105 | 14,466,824 | 384,245 | SH | | SOLE | | 384,245 | 0 | 0 |
JASPER THERAPEUTICS INC | COM NEW | 471871202 | 22,313,600 | 760,000 | SH | | SOLE | | 760,000 | 0 | 0 |
JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 70,325,280 | 584,000 | SH | | SOLE | | 584,000 | 0 | 0 |
KARYOPHARM THERAPEUTICS INC | COM | 48576U106 | 12,530,841 | 8,298,570 | SH | | SOLE | | 8,298,570 | 0 | 0 |
KEROS THERAPEUTICS INC | COM | 492327101 | 13,882,140 | 209,700 | SH | | SOLE | | 209,700 | 0 | 0 |
KEZAR LIFE SCIENCES INC | COM | 49372L100 | 4,531,442 | 5,026,000 | SH | | SOLE | | 5,026,000 | 0 | 0 |
KODIAK SCIENCES INC | COM | 50015M109 | 1,578,000 | 300,000 | SH | | SOLE | | 300,000 | 0 | 0 |
KYVERNA THERAPEUTICS INC | COM | 501976104 | 5,025,952 | 202,333 | SH | | SOLE | | 202,333 | 0 | 0 |
LANTHEUS HLDGS INC | COM | 516544103 | 29,875,200 | 480,000 | SH | | SOLE | | 480,000 | 0 | 0 |
LEGEND BIOTECH CORP | SPONSORED ADS | 52490G102 | 37,484,947 | 668,300 | SH | | SOLE | | 668,300 | 0 | 0 |
MCKESSON CORP | COM | 58155Q103 | 17,877,105 | 33,300 | SH | | SOLE | | 33,300 | 0 | 0 |
MERCK & CO INC | COM | 58933Y105 | 66,238,900 | 502,000 | SH | | SOLE | | 502,000 | 0 | 0 |
MIRUM PHARMACEUTICALS INC | COM | 604749101 | 28,708,392 | 1,142,850 | SH | | SOLE | | 1,142,850 | 0 | 0 |
NATERA INC | COM | 632307104 | 73,469,818 | 803,300 | SH | | SOLE | | 803,300 | 0 | 0 |
NEUMORA THERAPEUTICS INC. | COM | 640979100 | 24,750,000 | 1,800,000 | SH | | SOLE | | 1,800,000 | 0 | 0 |
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 73,994,080 | 536,500 | SH | | SOLE | | 536,500 | 0 | 0 |
NEUROGENE INC | COM | 64135M105 | 23,680,563 | 465,237 | SH | | SOLE | | 465,237 | 0 | 0 |
NEWAMSTERDAM PHARMA COMPANY | ORDINARY SHARES | N62509109 | 11,233,750 | 475,000 | SH | | SOLE | | 475,000 | 0 | 0 |
NUVATION BIO INC | *W EXP 07/07/202 | 67080N119 | 27,087 | 89,543 | SH | | SOLE | | 89,543 | 0 | 0 |
PACIFIC BIOSCIENCES CALIF IN | COM | 69404D108 | 2,531,250 | 675,000 | SH | | SOLE | | 675,000 | 0 | 0 |
PHATHOM PHARMACEUTICALS INC | COM | 71722W107 | 18,425,700 | 1,735,000 | SH | | SOLE | | 1,735,000 | 0 | 0 |
PRIME MEDICINE INC | COM | 74168J101 | 13,930,000 | 1,990,000 | SH | | SOLE | | 1,990,000 | 0 | 0 |
PRIVIA HEALTH GROUP INC | COM | 74276R102 | 14,970,678 | 764,200 | SH | | SOLE | | 764,200 | 0 | 0 |
RADNET INC | COM | 750491102 | 11,581,080 | 238,000 | SH | | SOLE | | 238,000 | 0 | 0 |
REGENERON PHARMACEUTICALS | COM | 75886F107 | 65,449,320 | 68,000 | SH | | SOLE | | 68,000 | 0 | 0 |
REGENXBIO INC | COM | 75901B107 | 27,392,348 | 1,300,064 | SH | | SOLE | | 1,300,064 | 0 | 0 |
REVOLUTION MEDICINES INC | COM | 76155X100 | 20,466,050 | 635,000 | SH | | SOLE | | 635,000 | 0 | 0 |
ROCKET PHARMACEUTICALS INC | COM | 77313F106 | 27,613,500 | 1,025,000 | SH | | SOLE | | 1,025,000 | 0 | 0 |
SCYNEXIS INC | COM NEW | 811292200 | 2,129,630 | 1,448,728 | SH | | SOLE | | 1,448,728 | 0 | 0 |
STRUCTURE THERAPEUTICS INC | SPONSORED ADS | 86366E106 | 37,031,040 | 864,000 | SH | | SOLE | | 864,000 | 0 | 0 |
STRUCTURE THERAPEUTICS INC | SPONSORED ADS | 86366E106 | 6,429,000 | 150,000 | SH | Call | SOLE | | 150,000 | 0 | 0 |
SURGERY PARTNERS INC | COM | 86881A100 | 43,104,350 | 1,445,000 | SH | | SOLE | | 1,445,000 | 0 | 0 |
SYNDAX PHARMACEUTICALS INC | COM | 87164F105 | 57,417,500 | 2,412,500 | SH | | SOLE | | 2,412,500 | 0 | 0 |
SYROS PHARMACEUTICALS INC | COM NEW | 87184Q206 | 8,953,428 | 1,673,538 | SH | | SOLE | | 1,673,538 | 0 | 0 |
TENET HEALTHCARE CORP | COM NEW | 88033G407 | 63,171,110 | 601,000 | SH | | SOLE | | 601,000 | 0 | 0 |
THE CIGNA GROUP | COM | 125523100 | 67,008,555 | 184,500 | SH | | SOLE | | 184,500 | 0 | 0 |
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 21,272,286 | 36,600 | SH | | SOLE | | 36,600 | 0 | 0 |
ULTRAGENYX PHARMACEUTICAL IN | COM | 90400D108 | 43,585,115 | 933,500 | SH | | SOLE | | 933,500 | 0 | 0 |
UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | 49,849,240 | 217,000 | SH | | SOLE | | 217,000 | 0 | 0 |
VAXCYTE INC | COM | 92243G108 | 19,400,040 | 284,000 | SH | | SOLE | | 284,000 | 0 | 0 |
VERA THERAPEUTICS INC | CL A | 92337R101 | 16,536,520 | 383,500 | SH | | SOLE | | 383,500 | 0 | 0 |
X4 PHARMACEUTICALS INC | COM | 98420X103 | 3,354,070 | 2,413,000 | SH | | SOLE | | 2,413,000 | 0 | 0 |
XENON PHARMACEUTICALS INC | COM | 98420N105 | 30,565,500 | 710,000 | SH | | SOLE | | 710,000 | 0 | 0 |