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
Estimated average burden
hours per response: 23.8
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   33,666,463 2,210,536 SH   SOLE   2,210,536 0 0
ABBOTT LABS COM 002824100   2,087,981 20,620 SH   SOLE   20,620 0 0
ADVANCED MICRO DEVICES INC COM 007903107   61,051,997 622,916 SH   SOLE   622,916 0 0
AEGLEA BIOTHERAPEUTICS INC COM 00773J103   1,177,369 4,059,894 SH   SOLE   4,059,894 0 0
AGILENT TECHNOLOGIES INC COM 00846U101   690,317 4,990 SH   SOLE   4,990 0 0
AGIOS PHARMACEUTICALS INC COM 00847X104   10,428,380 454,000 SH   SOLE   454,000 0 0
AKILI INC COMMON STOCK 00974B107   6,146,749 3,841,718 SH   SOLE   3,841,718 0 0
ALVOTECH ORDINARY SHARES L01800108   12,900,000 1,000,000 SH   SOLE   1,000,000 0 0
AMAZON COM INC COM 023135106   57,789,722 559,490 SH   SOLE   559,490 0 0
AMERISOURCEBERGEN CORP COM 03073E105   17,845,540 111,458 SH   SOLE   111,458 0 0
ARCELLX INC COMMON STOCK 03940C100   73,892,270 2,398,321 SH   SOLE   2,398,321 0 0
ARCUTIS BIOTHERAPEUTICS INC COM 03969K108   7,473,301 679,391 SH   SOLE   679,391 0 0
ARGENX SE SPONSORED ADR 04016X101   1,263,046 3,390 SH   SOLE   3,390 0 0
ASTRAZENECA PLC SPONSORED ADR 046353108   2,491,125 35,890 SH   SOLE   35,890 0 0
AVANTOR INC COM 05352A100   325,556 15,400 SH   SOLE   15,400 0 0
BENITEC BIOPHARMA INC COM 08205P100   161,413 769,000 SH   SOLE   769,000 0 0
BIOHAVEN LTD COM G1110E107   52,576,493 3,848,938 SH   SOLE   3,848,938 0 0
BIONTECH SE SPONSORED ADS 09075V102   5,103,633 40,970 SH   SOLE   40,970 0 0
BLOCK INC CL A 852234103   25,224,756 367,440 SH   SOLE   367,440 0 0
BOSTON SCIENTIFIC CORP COM 101137107   912,597 18,241 SH   SOLE   18,241 0 0
CANADIAN PAC RY LTD COM 13645T100   38,378,441 498,810 SH   SOLE   498,810 0 0
CAPITAL ONE FINL CORP COM 14040H105   19,962,816 207,600 SH   SOLE   207,600 0 0
CHARLES RIV LABS INTL INC COM 159864107   203,838 1,010 SH   SOLE   1,010 0 0
CHINOOK THERAPEUTICS INC COM 16961L106   36,317,651 1,568,797 SH   SOLE   1,568,797 0 0
COGENT BIOSCIENCES INC COM 19240Q201   19,634,487 1,819,693 SH   SOLE   1,819,693 0 0
COLGATE PALMOLIVE CO COM 194162103   54,419,121 724,140 SH   SOLE   724,140 0 0
CONSTELLATION ENERGY CORP COM 21037T109   55,154,807 702,609 SH   SOLE   702,609 0 0
CVS HEALTH CORP COM 126650100   1,275,903 17,170 SH   SOLE   17,170 0 0
DANAHER CORPORATION COM 235851102   2,804,449 11,127 SH   SOLE   11,127 0 0
DEXCOM INC COM 252131107   683,138 5,880 SH   SOLE   5,880 0 0
ELANCO ANIMAL HEALTH INC COM 28414H103   4,106,860 436,900 SH   SOLE   436,900 0 0
ELEVANCE HEALTH INC COM 036752103   71,418,149 155,321 SH   SOLE   155,321 0 0
EYEPOINT PHARMACEUTICALS INC COM NEW 30233G209   9,980,997 3,394,897 SH   SOLE   3,394,897 0 0
FIDELITY NATL INFORMATION SV COM 31620M106   25,486,746 469,110 SH   SOLE   469,110 0 0
FULCRUM THERAPEUTICS INC COM 359616109   14,756,474 5,177,710 SH   SOLE   5,177,710 0 0
GALAPAGOS NV SPON ADR 36315X101   1,823,808 47,200 SH   SOLE   47,200 0 0
GILEAD SCIENCES INC COM 375558103   1,883,419 22,700 SH   SOLE   22,700 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   18,852,985 57,635 SH   SOLE   57,635 0 0
HILTON WORLDWIDE HLDGS INC COM 43300A203   59,460,382 422,094 SH   SOLE   422,094 0 0
HORIZON THERAPEUTICS PUB L SHS G46188101   106,275,621 973,755 SH   SOLE   973,755 0 0
IDEXX LABS INC COM 45168D104   460,074 920 SH   SOLE   920 0 0
ILLUMINA INC COM 452327109   2,030,162 8,730 SH   SOLE   8,730 0 0
INCYTE CORP COM 45337C102   2,717,352 37,600 SH   SOLE   37,600 0 0
INFLARX NV COM N44821101   4,163,706 2,146,240 SH   SOLE   2,146,240 0 0
INSMED INC COM PAR $.01 457669307   49,992,953 2,932,138 SH   SOLE   2,932,138 0 0
INSULET CORP COM 45784P101   791,021 2,480 SH   SOLE   2,480 0 0
INTRA-CELLULAR THERAPIES INC COM 46116X101   64,924,280 1,198,971 SH   SOLE   1,198,971 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602   395,979 1,550 SH   SOLE   1,550 0 0
IQVIA HLDGS INC COM 46266C105   1,427,036 7,175 SH   SOLE   7,175 0 0
JOHNSON & JOHNSON COM 478160104   8,569,950 55,290 SH   SOLE   55,290 0 0
KALVISTA PHARMACEUTICALS INC COM 483497103   15,587,787 1,983,179 SH   SOLE   1,983,179 0 0
KEZAR LIFE SCIENCES INC COM 49372L100   21,558,160 6,887,591 SH   SOLE   6,887,591 0 0
KURA ONCOLOGY INC COM 50127T109   80,391,887 6,573,335 SH   SOLE   6,573,335 0 0
LAUDER ESTEE COS INC CL A 518439104   56,391,527 228,806 SH   SOLE   228,806 0 0
MARINUS PHARMACEUTICALS INC COM NEW 56854Q200   33,335,701 4,831,261 SH   SOLE   4,831,261 0 0
MARVELL TECHNOLOGY INC COM 573874104   12,526,690 289,300 SH   SOLE   289,300 0 0
MATCH GROUP INC NEW COM 57667L107   11,394,190 296,801 SH   SOLE   296,801 0 0
MCKESSON CORP COM 58155Q103   651,572 1,830 SH   SOLE   1,830 0 0
MEDTRONIC PLC SHS G5960L103   1,407,625 17,460 SH   SOLE   17,460 0 0
MEREO BIOPHARMA GROUP PLC SPON ADS 589492107   5,205,921 7,364,438 SH   SOLE   7,364,438 0 0
META PLATFORMS INC CL A 30303M102   75,068,724 354,198 SH   SOLE   354,198 0 0
METTLER TOLEDO INTERNATIONAL COM 592688105   250,954 164 SH   SOLE   164 0 0
MOLECULAR PARTNERS AG ADS 60853G106   2,415,160 400,000 SH   SOLE   400,000 0 0
NATERA INC COM 632307104   2,881,488 51,900 SH   SOLE   51,900 0 0
NIKE INC CL B 654106103   37,728,602 307,637 SH   SOLE   307,637 0 0
OPY ACQUISITION CORP I *W EXP 09/22/202 671005114   10,891 72,605 SH   SOLE   72,605 0 0
ORACLE CORP COM 68389X105   34,056,388 366,513 SH   SOLE   366,513 0 0
ORIC PHARMACEUTICALS INC COM 68622P109   10,845,065 1,902,643 SH   SOLE   1,902,643 0 0
PAYPAL HLDGS INC COM 70450Y103   20,064,715 264,218 SH   SOLE   264,218 0 0
PEPGEN INC COM 713317105   10,127,504 828,087 SH   SOLE   828,087 0 0
PINTEREST INC CL A 72352L106   24,749,161 907,560 SH   SOLE   907,560 0 0
PROKIDNEY CORP CLASS A ORD SHS G7S53R104   36,146,741 3,193,175 SH   SOLE   3,193,175 0 0
REATA PHARMACEUTICALS INC CL A 75615P103   1,372,892 15,100 SH   SOLE   15,100 0 0
ROYALTY PHARMA PLC SHS CLASS A G7709Q104   109,785,175 3,047,049 SH   SOLE   3,047,049 0 0
SANA BIOTECHNOLOGY INC COM 799566104   6,912,126 2,113,800 SH   SOLE   2,113,800 0 0
SANOFI SPONSORED ADR 80105N105   1,230,436 22,610 SH   SOLE   22,610 0 0
SPDR S&P 500 ETF TR TR UNIT 78462F103   126,910,900 310,000 SH Put SOLE   310,000 0 0
SPDR SER TR S&P REGL BKG 78464A698   29,057,250 662,500 SH Put SOLE   662,500 0 0
SPDR SER TR S&P BIOTECH 78464A870   138,702,200 1,820,000 SH Put SOLE   1,820,000 0 0
STARBUCKS CORP COM 855244109   24,237,403 232,761 SH   SOLE   232,761 0 0
STRYKER CORPORATION COM 863667101   844,991 2,960 SH   SOLE   2,960 0 0
SUTRO BIOPHARMA INC COM 869367102   26,283,577 5,689,086 SH   SOLE   5,689,086 0 0
TERNS PHARMACEUTICALS INC COM 880881107   40,827,576 3,448,275 SH   SOLE   3,448,275 0 0
THE CIGNA GROUP COM 125523100   1,022,120 4,000 SH   SOLE   4,000 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   2,916,432 5,060 SH   SOLE   5,060 0 0
ULTRAGENYX PHARMACEUTICAL IN COM 90400D108   24,720,848 616,480 SH   SOLE   616,480 0 0
UNION PAC CORP COM 907818108   48,620,592 241,581 SH   SOLE   241,581 0 0
UNITED THERAPEUTICS CORP DEL COM 91307C102   304,586 1,360 SH   SOLE   1,360 0 0
UNITEDHEALTH GROUP INC COM 91324P102   78,054,855 165,164 SH   SOLE   165,164 0 0
VIKING THERAPEUTICS INC COM 92686J106   999,000 60,000 SH   SOLE   60,000 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104   21,528,463 1,425,726 SH   SOLE   1,425,726 0 0
WATERS CORP COM 941848103   975,335 3,150 SH   SOLE   3,150 0 0
WELLS FARGO CO NEW COM 949746101   12,555,008 335,875 SH   SOLE   335,875 0 0
WYNN RESORTS LTD COM 983134107   72,714,754 649,761 SH   SOLE   649,761 0 0
YUM BRANDS INC COM 988498101   52,310,284 396,050 SH   SOLE   396,050 0 0