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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

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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
ALKERMES PLC COM G01767105   39,348 1,395,797 SH   SOLE   1,395,797 0 0
BIOGEN INC COM 09062X103   49,246 177,126 SH   SOLE   177,126 0 0
CARDINAL HEALTH INC COM 14149Y108   26,672 353,278 SH   SOLE   353,278 0 0
EAGLE PHARMACEUTICALS INC COM 269796108   3,227 113,737 SH   SOLE   113,737 0 0
EMBECTA CORP COM 29082K105   29,867 1,062,123 SH   SOLE   1,062,123 0 0
ENANTA PHARMACEUTICALS INC COM 29251M106   24,397 603,301 SH   SOLE   603,301 0 0
EXELIXIS INC COM 30161Q104   41,457 2,135,868 SH   SOLE   2,135,868 0 0
KODIAK SCIENCES INC COM 50015M109   2,849 459,489 SH   SOLE   459,489 0 0
REGENERON PHARMACEUTICALS COM 75886F107   48,880 59,488 SH   SOLE   59,488 0 0
TARO PHARMACEUTICAL INDUS COM M8737E108   15,611 641,910 SH   SOLE   641,910 0 0
UNITED THERAPEUTICS CORP COM 91307C102   45,265 202,110 SH   SOLE   202,110 0 0
VANDA PHARMACEUTICALS INC COM 921659108   2,455 361,560 SH   SOLE   361,560 0 0