The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
89BIO INC COM 282559103   73,308,767 6,298,004 SH   SOLE   6,298,004 0 0
ABBOTT LABS COM 002824100   3,809,883 33,520 SH   SOLE   33,520 0 0
ADVANCED MICRO DEVICES INC COM 007903107   61,673,253 341,699 SH   SOLE   341,699 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   726,095 4,990 SH   SOLE   4,990 0 0
AKILI INC COMMON STOCK 00974B107   1,112,562 3,841,718 SH   SOLE   3,841,718 0 0
ALIGN TECHNOLOGY INC COM 016255101   360,712 1,100 SH   SOLE   1,100 0 0
ALNYLAM PHARMACEUTICALS INC COM 02043Q107   4,881,037 32,660 SH   SOLE   32,660 0 0
AMAZON COM INC COM 023135106   64,388,806 356,962 SH   SOLE   356,962 0 0
APOLLO GLOBAL MGMT INC COM 03769M106   41,678,018 370,636 SH   SOLE   370,636 0 0
APPLE INC COM 037833100   30,297,086 176,680 SH   SOLE   176,680 0 0
ARCELLX INC COMMON STOCK 03940C100   108,661,721 1,562,354 SH   SOLE   1,562,354 0 0
ARCUS BIOSCIENCES INC COM 03969F109   18,073,900 957,304 SH   SOLE   957,304 0 0
ARCUTIS BIOTHERAPEUTICS INC COM 03969K108   78,064,013 7,877,297 SH   SOLE   7,877,297 0 0
ARGENX SE SPONSORED ADR 04016X101   47,994,468 121,900 SH   SOLE   121,900 0 0
ARRIVENT BIOPHARMA INC COM 04272N102   27,927,843 1,563,709 SH   SOLE   1,563,709 0 0
AT&T INC COM 00206R102   42,215,694 2,398,619 SH   SOLE   2,398,619 0 0
AVANTOR INC COM 05352A100   1,837,205 71,850 SH   SOLE   71,850 0 0
BAXTER INTL INC COM 071813109   340,638 7,970 SH   SOLE   7,970 0 0
BENITEC BIOPHARMA INC COM NEW 08205P209   1,072,155 204,220 SH   SOLE   204,220 0 0
BICYCLE THERAPEUTICS PLC SPONSORED ADS 088786108   22,770,452 914,476 SH   SOLE   914,476 0 0
BIOHAVEN LTD COM G1110E107   218,926,586 4,003,046 SH   SOLE   4,003,046 0 0
BOSTON SCIENTIFIC CORP COM 101137107   20,754,867 303,035 SH   SOLE   303,035 0 0
CENCORA INC COM 03073E105   3,034,459 12,488 SH   SOLE   12,488 0 0
CHARLES RIV LABS INTL INC COM 159864107   273,660 1,010 SH   SOLE   1,010 0 0
CHIPOTLE MEXICAN GRILL INC COM 169656105   23,166,957 7,970 SH   SOLE   7,970 0 0
COCA COLA CO COM 191216100   33,434,870 546,500 SH   SOLE   546,500 0 0
COGENT BIOSCIENCES INC COM 19240Q201   2,123,520 316,000 SH   SOLE   316,000 0 0
CRH PLC ORD G25508105   28,947,131 335,580 SH   SOLE   335,580 0 0
CVS HEALTH CORP COM 126650100   1,369,479 17,170 SH   SOLE   17,170 0 0
DANAHER CORPORATION COM 235851102   4,102,150 16,427 SH   SOLE   16,427 0 0
DEXCOM INC COM 252131107   815,556 5,880 SH   SOLE   5,880 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108   1,060,716 11,100 SH   SOLE   11,100 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103   8,257,216 507,200 SH   SOLE   507,200 0 0
ELEVANCE HEALTH INC COM 036752103   26,406,650 50,925 SH   SOLE   50,925 0 0
EYEPOINT PHARMACEUTICALS INC COM NEW 30233G209   77,799,565 3,763,888 SH   SOLE   3,763,888 0 0
FATE THERAPEUTICS INC COM 31189P102   18,811,334 2,562,852 SH   SOLE   2,562,852 0 0
FERGUSON PLC NEW SHS G3421J106   36,975,830 169,280 SH   SOLE   169,280 0 0
FULCRUM THERAPEUTICS INC COM 359616109   26,889,708 2,848,486 SH   SOLE   2,848,486 0 0
GALAPAGOS NV SPON ADR 36315X101   1,519,840 47,200 SH   SOLE   47,200 0 0
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   6,818,250 75,000 SH   SOLE   75,000 0 0
GENERAL ELECTRIC CO COM NEW 369604301   36,413,172 207,447 SH   SOLE   207,447 0 0
GILEAD SCIENCES INC COM 375558103   3,713,775 50,700 SH   SOLE   50,700 0 0
GLOBAL PMTS INC COM 37940X102   14,180,524 106,094 SH   SOLE   106,094 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   45,899,954 109,890 SH   SOLE   109,890 0 0
HCA HEALTHCARE INC COM 40412C101   1,063,961 3,190 SH   SOLE   3,190 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   16,745,262 78,502 SH   SOLE   78,502 0 0
HUMANA INC COM 444859102   676,104 1,950 SH   SOLE   1,950 0 0
ILLUMINA INC COM 452327109   1,198,804 8,730 SH   SOLE   8,730 0 0
IMMATICS N.V SHS N44445109   9,948,377 946,563 SH   SOLE   946,563 0 0
INFLARX NV COM N44821101   8,830,221 5,733,910 SH   SOLE   5,733,910 0 0
INSMED INC COM PAR $.01 457669307   54,883,990 2,023,000 SH   SOLE   2,023,000 0 0
INTRA-CELLULAR THERAPIES INC COM 46116X101   66,376,502 959,198 SH   SOLE   959,198 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   2,075,268 5,200 SH   SOLE   5,200 0 0
INVESCO QQQ TR UNIT SER 1 46090E103   86,581,950 195,000 SH Put SOLE   195,000 0 0
IONIS PHARMACEUTICALS INC COM 462222100   468,180 10,800 SH   SOLE   10,800 0 0
IQVIA HLDGS INC COM 46266C105   1,814,486 7,175 SH   SOLE   7,175 0 0
JOHNSON & JOHNSON COM 478160104   14,252,444 90,097 SH   SOLE   90,097 0 0
KALVISTA PHARMACEUTICALS INC COM 483497103   49,717,179 4,192,005 SH   SOLE   4,192,005 0 0
KENVUE INC COM 49177J102   3,682,450 171,596 SH   SOLE   171,596 0 0
KEZAR LIFE SCIENCES INC COM 49372L100   6,462,300 7,167,591 SH   SOLE   7,167,591 0 0
KORRO BIO INC COM 500946108   6,643,890 73,821 SH   SOLE   73,821 0 0
KURA ONCOLOGY INC COM 50127T109   150,795,144 7,069,627 SH   SOLE   7,069,627 0 0
MARINUS PHARMACEUTICALS INC COM NEW 56854Q200   46,181,021 5,108,520 SH   SOLE   5,108,520 0 0
MCKESSON CORP COM 58155Q103   30,406,647 56,639 SH   SOLE   56,639 0 0
MEDTRONIC PLC SHS G5960L103   1,521,639 17,460 SH   SOLE   17,460 0 0
MEREO BIOPHARMA GROUP PLC SPON ADS 589492107   12,056,530 3,653,494 SH   SOLE   3,653,494 0 0
META PLATFORMS INC CL A 30303M102   84,299,116 173,605 SH   SOLE   173,605 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   2,614,654 1,964 SH   SOLE   1,964 0 0
MICROSOFT CORP COM 594918104   33,370,248 79,317 SH   SOLE   79,317 0 0
MOLECULAR PARTNERS AG ADS 60853G106   1,680,000 400,000 SH   SOLE   400,000 0 0
MORGAN STANLEY COM NEW 617446448   719,477 7,641 SH   SOLE   7,641 0 0
NATERA INC COM 632307104   2,249,916 24,600 SH   SOLE   24,600 0 0
ORACLE CORP COM 68389X105   24,704,221 196,674 SH   SOLE   196,674 0 0
PEPGEN INC COM 713317105   22,357,700 1,520,932 SH   SOLE   1,520,932 0 0
PINTEREST INC CL A 72352L106   13,724,154 395,851 SH   SOLE   395,851 0 0
PROKIDNEY CORP CLASS A ORD SHS G7S53R104   6,343,269 3,867,847 SH   SOLE   3,867,847 0 0
PROTAGONIST THERAPEUTICS INC COM 74366E102   882,365 30,500 SH   SOLE   30,500 0 0
RESMED INC COM 761152107   473,292 2,390 SH   SOLE   2,390 0 0
REVANCE THERAPEUTICS INC COM 761330109   7,872,000 1,600,000 SH   SOLE   1,600,000 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   68,343,464 2,250,361 SH   SOLE   2,250,361 0 0
SALESFORCE INC COM 79466L302   16,579,959 55,050 SH   SOLE   55,050 0 0
SANOFI SPONSORED ADR 80105N105   10,240,069 210,701 SH   SOLE   210,701 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   235,381,500 450,000 SH Put SOLE   450,000 0 0
SPYRE THERAPEUTICS INC COM NEW 00773J202   6,159,642 162,395 SH   SOLE   162,395 0 0
STARBUCKS CORP COM 855244109   15,805,992 172,951 SH   SOLE   172,951 0 0
STERIS PLC SHS USD G8473T100   343,975 1,530 SH   SOLE   1,530 0 0
STRYKER CORPORATION COM 863667101   1,560,313 4,360 SH   SOLE   4,360 0 0
SUTRO BIOPHARMA INC COM 869367102   32,646,762 5,778,188 SH   SOLE   5,778,188 0 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100   44,808,340 329,352 SH   SOLE   329,352 0 0
TERNS PHARMACEUTICALS INC COM 880881107   8,945,708 1,363,675 SH   SOLE   1,363,675 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209   3,782,891 268,100 SH   SOLE   268,100 0 0
THE CIGNA GROUP COM 125523100   49,807,513 137,139 SH   SOLE   137,139 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   4,219,585 7,260 SH   SOLE   7,260 0 0
TOURMALINE BIO INC COM 89157D105   2,862,500 125,000 SH   SOLE   125,000 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108   78,290,306 1,676,811 SH   SOLE   1,676,811 0 0
UNITEDHEALTH GROUP INC COM 91324P102   7,481,348 15,123 SH   SOLE   15,123 0 0
VERALTO CORP COM SHS 92338C103   485,414 5,475 SH   SOLE   5,475 0 0
VERIZON COMMUNICATIONS INC COM 92343V104   49,489,806 1,179,452 SH   SOLE   1,179,452 0 0
WATERS CORP COM 941848103   1,084,325 3,150 SH   SOLE   3,150 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102   430,255 3,260 SH   SOLE   3,260 0 0
ZURA BIO LTD CLASS A ORD SHS G9TY5A101   7,324,500 2,850,000 SH   SOLE   2,850,000 0 0