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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   34,538 1,103,451 SH   SOLE   1,395,797 0 0
BIOGEN INC COM 09062X103   50,369 176,826 SH   SOLE   177,126 0 0
CARDINAL HEALTH INC COM 14149Y108   33,451 353,714 SH   SOLE   353,278 0 0
EAGLE PHARMACEUTICALS INC COM 269796108   2,205 113,437 SH   SOLE   113,737 0 0
EMBECTA CORP COM 29082K105   23,129 1,070,810 SH   SOLE   1,062,123 0 0
ENANTA PHARMACEUTICALS INC COM 29251M106   14,715 687,613 SH   SOLE   603,301 0 0
EXELIXIS INC COM 30161Q104   40,775 2,133,703 SH   SOLE   2,135,868 0 0
KODIAK SCIENCES INC COM 50015M109   2,378 344,634 SH   SOLE   459,489 0 0
REGENERON PHARMACEUTICALS COM 75886F107   42,529 59,188 SH   SOLE   59,488 0 0
TARO PHARMACEUTICAL INDUS COM M8737E108   24,392 643,080 SH   SOLE   641,910 0 0
UNITED THERAPEUTICS CORP COM 91307C102   44,749 202,715 SH   SOLE   202,110 0 0
VANDA PHARMACEUTICALS INC COM 921659108   2,392 362,951 SH   SOLE   361,560 0 0