| ABBOTT LABS | COM | $5K | 1.5%Prev: 1.9% | 39,200 SH | Increased+14,200 SH |
| AGILENT TECHNOLOGIES INC | COM | $5K | 1.4%Prev: 2.6% | 45,000 SH | Increased+15,000 SH |
| ALIGN TECH INC | COM | $3K | 0.8% | 15,000 SH | New |
| ALNYLAM PHARMACEUTICALS | COM | $2K | 0.6% | 6,500 SH | New |
| ARGEN SE - ADR | SPONSORED ADR | $1K | 0.4% | 2,500 SH | New |
| AVANTOR INC | COM | $3K | 0.8% | 225,000 SH | New |
| BAXTER INTERNATIONAL INC. | COM | $2K | 0.6% | 75,000 SH | New |
| BIO-RAD LABS A | CL A | $4K | 1.2%Prev: 2.1% | 18,000 SH | Increased+8,000 SH |
| BOSTON SCIENTIFIC CORPORATION | COM | $9K | 2.3%Prev: 3.0% | 80,000 SH | Increased+18,000 SH |
| CARDINAL HEALTH | COM | $8K | 2.1%Prev: 3.9% | 45,000 SH | Increased+21,000 SH |
| CENCORA INC | COM | $7K | 2.0%Prev: 3.6% | 25,000 SH | Increased+10,000 SH |
| CIGNA GROUP/THE | COM | $5K | 1.5% | 16,500 SH | New |
| COOPER COS INC | COM | $2K | 0.6% | 30,000 SH | New |
| DANAHER CORP | COM | $8K | 2.1%Prev: 2.9% | 40,000 SH | Increased+20,000 SH |
| ELI LILLY & CO | COM | $9K | 2.3%Prev: 3.5% | 11,000 SH | Increased+6,000 SH |
| ENCOMPASS HEALTH CORP | COM | $3K | 0.8%Prev: 1.1% | 25,000 SH | Increased+10,000 SH |
| GILEAD SCIENCES INC | COM | $6K | 1.5%Prev: 2.6% | 50,000 SH | Increased+25,000 SH |
| HCA HEALTHCARE INC | COM | $10K | 2.6% | 25,000 SH | New |
| HUMANA INC. | COM | $7K | 1.8%Prev: 2.6% | 27,000 SH | Increased+7,000 SH |
| INSPIRE MEDICAL SYSTEMS INC | COM | $1K | 0.4% | 10,000 SH | New |
| INTUITIVE SURG | COM NEW | $7K | 1.9%Prev: 3.2% | 13,000 SH | Increased+4,000 SH |
| MADRIGAL PHARMACEUTICALS INC | COM | $2K | 0.4% | 5,000 SH | New |
| MCKESSON CORP | COM | $10K | 2.6%Prev: 2.6% | 13,000 SH | Increased+9,000 SH |
| MEDTRONIC INC | SHS | $7K | 1.9% | 80,000 SH | New |
| NOVO-NORDISK A/S | ADR | $7K | 1.9% | 100,000 SH | New |
| PUT - SPY 100 @ 593 EXP 07/31/2025 | PUT | $15K | 4.0% | 250 SH | New |
| PUT - SPY 100 @ 596 EXP 07/18/2025 | PUT | $24K | 6.5% | 400 SH | New |
| PUT - SPY 100 @ 597 EXP 07/18/2025 | PUT | $18K | 4.9% | 300 SH | New |
| PUT - SPY 100 @ 599 EXP 07/18/2025 | PUT | $24K | 6.5% | 400 SH | New |
| PUT - SPY 100 @ 600 EXP 08/15/2025 | PUT | $15K | 4.1% | 250 SH | New |
| PUT - SPY 100 @ 602 EXP 07/31/2025 | PUT | $18K | 4.9% | 300 SH | New |
| PUT - SPY 100 @ 607 EXP 07/31/2025 | PUT | $15K | 4.1% | 250 SH | New |
| PUT - SPY 100 @ 610 EXP 08/15/2025 | PUT | $15K | 4.1% | 250 SH | New |
| QUEST DIAGNOSTIC INC | COM | $4K | 1.2% | 25,000 SH | New |
| REPLIGEN CORP | COM | $4K | 1.0% | 30,000 SH | New |
| REVVITY INC | COM | $4K | 1.2% | 45,000 SH | New |
| SELECT MEDICAL HOLDINGS CORP | COM | $5K | 1.2% | 300,000 SH | New |
| SMITH & NEPHEW | SPDN ADR NEW | $4K | 1.2%Prev: 1.2% | 140,000 SH | Increased+90,000 SH |
| SPDR S&P BIOTECH ETF | S&P BIOTECH | $21K | 5.6% | 250,000 SH | New |
| STRYKER CORP | COM | $8K | 2.0%Prev: 2.5% | 19,000 SH | Increased+9,000 SH |
| SURGERY PARTNERS INC | COM | $3K | 0.8% | 125,000 SH | New |
| TENET HEALTHCARE | COM NEW | $15K | 4.1%Prev: 2.9% | 85,000 SH | Increased+65,000 SH |
| UNITEDHEALTH GRP | COM | $5K | 1.3%Prev: 2.1% | 15,000 SH | Increased+5,000 SH |
| UNIV HEALTH SVC | CLASS B | $10K | 2.6%Prev: 2.4% | 52,500 SH | Increased+35,000 SH |
| WATERS CORP | COM | $6K | 1.7%Prev: 3.4% | 18,000 SH | Increased+3,000 SH |
| WEST PHARMACEUTICAL SERVICES INC | COM | $3K | 0.9% | 15,000 SH | New |