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 |
Abbott Laboratories | Cash Securities | 002824100 | 4,346 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
Acadia Healthcare Co Inc | Cash Securities | 00404A109 | 4,734 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
Agilent Technologies Inc | Cash Securities | 00846U101 | 3,563 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
AmerisourceBergen Corp | Cash Securities | 03073E105 | 5,659 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
Avantor Inc | Cash Securities | 05352A100 | 3,110 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
Baxter International Inc | Cash Securities | 071813109 | 4,175 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
BioMarin Pharmaceutical Inc | Cash Securities | 09061G101 | 3,936 | 47,500 | SH | SOLE | 47,500 | 0 | 0 | ||
Boston Scientific Corp | Cash Securities | 101137107 | 6,895 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
Cardinal Health Inc | Cash Securities | 14149Y108 | 2,091 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
Centene Corp | Cash Securities | 15135B101 | 6,346 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
Charles River Laboratories In | Cash Securities | 159864107 | 3,210 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
Cigna Corp | Cash Securities | 125523100 | 6,588 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
Danaher Corp | Cash Securities | 235851102 | 6,592 | 26,000 | SH | SOLE | 26,000 | 0 | 0 | ||
Elevance Health Inc | Cash Securities | 036752103 | 7,239 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
Eli Lilly & Co | Cash Securities | 532457108 | 6,972 | 21,502 | SH | SOLE | 21,502 | 0 | 0 | ||
Encompass Health Corp | Cash Securities | 29261A100 | 3,643 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
Grifols SA | Cash Securities | 398438408 | 1,188 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
HCA Healthcare Inc | Cash Securities | 40412C101 | 4,622 | 27,500 | SH | SOLE | 27,500 | 0 | 0 | ||
Humana Inc | Cash Securities | 444859102 | 7,255 | 15,500 | SH | SOLE | 15,500 | 0 | 0 | ||
Intuitive Surgical Inc | Cash Securities | 46120E602 | 4,014 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
IQVIA Holdings Inc | Cash Securities | 46266C105 | 3,797 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
Johnson & Johnson | Cash Securities | 478160104 | 4,438 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
LHC Group Inc | Cash Securities | 50187A107 | 3,115 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
McKesson Corp | Cash Securities | 58155Q103 | 7,340 | 22,500 | SH | SOLE | 22,500 | 0 | 0 | ||
Medtronic PLC | Cash Securities | G5960L103 | 3,590 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
Novo Nordisk A/S | Cash Securities | 670100205 | 6,686 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
Option Care Health Inc | Cash Securities | 68404L201 | 2,779 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
Sanofi | Cash Securities | 80105N105 | 3,752 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
Seagen Inc | Cash Securities | 81181C104 | 1,769 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
Select Medical Holdings Corp | Cash Securities | 81619Q105 | 2,126 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
SPDR S&P Biotech ETF | Cash Securities | 78464A870 | 3,714 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
Stryker Corp | Cash Securities | 863667101 | 6,067 | 30,500 | SH | SOLE | 30,500 | 0 | 0 | ||
Surgery Partners Inc | Cash Securities | 86881A100 | 2,172 | 75,100 | SH | SOLE | 75,100 | 0 | 0 | ||
Tenet Healthcare Corp | Cash Securities | 88033G407 | 3,679 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
Thermo Fisher Scientific Inc | Cash Securities | 883556102 | 6,791 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
UnitedHealth Group Inc | Cash Securities | 91324P102 | 7,961 | 15,500 | SH | SOLE | 15,500 | 0 | 0 | ||
Universal Health Services Inc | Cash Securities | 913903100 | 4,784 | 47,500 | SH | SOLE | 47,500 | 0 | 0 | ||
Zimmer Biomet Holdings Inc | Cash Securities | 98956P102 | 5,253 | 50,000 | SH | SOLE | 50,000 | 0 | 0 |