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 |
AMGEN INC | COM | 031162100 | 26,372,344 | 98,126 | SH | SOLE | 98,126 | 0 | 0 | ||
BAXTER INTL INC | COM | 071813109 | 17,715,345 | 469,405 | SH | SOLE | 469,405 | 0 | 0 | ||
BIOGEN INC | COM | 09062X103 | 24,702,516 | 96,115 | SH | SOLE | 96,115 | 0 | 0 | ||
BRIDGEBIO PHARMA INC | COM | 10806X102 | 8,263,857 | 313,381 | SH | SOLE | 313,381 | 0 | 0 | ||
DANAHER CORPORATION | COM | 235851102 | 32,045,340 | 129,163 | SH | SOLE | 129,163 | 0 | 0 | ||
ENOVIS CORPORATION | COM | 194014502 | 26,509,006 | 502,731 | SH | SOLE | 502,731 | 0 | 0 | ||
GLOBUS MED INC | CL A | 379577208 | 21,272,642 | 428,452 | SH | SOLE | 428,452 | 0 | 0 | ||
IDEAYA BIOSCIENCES INC | COM | 45166A102 | 15,397,000 | 570,682 | SH | SOLE | 570,682 | 0 | 0 | ||
MIRUM PHARMACEUTICALS INC | COM | 604749101 | 12,317,396 | 389,791 | SH | SOLE | 389,791 | 0 | 0 | ||
MOLINA HEALTHCARE INC | COM | 60855R100 | 37,109,934 | 113,178 | SH | SOLE | 113,178 | 0 | 0 | ||
QUANTERIX CORP | COM | 74766Q101 | 15,430,284 | 568,544 | SH | SOLE | 568,544 | 0 | 0 | ||
THE CIGNA GROUP | COM | 125523100 | 37,165,356 | 129,917 | SH | SOLE | 129,917 | 0 | 0 | ||
UNUM GROUP | COM | 91529Y106 | 42,675,522 | 867,565 | SH | SOLE | 867,565 | 0 | 0 |