| ABBOTT LABS | COM | $5K | 1.5%Prev: 1.1% | 37,500 SH | Increased+12,500 SH |
| ABBVIE INC | COM | $5K | 1.3%Prev: 1.4% | 20,000 SH | Increased+5,000 SH |
| AGILENT TECHNOLOGIES INC | COM | $4K | 1.2%Prev: 1.5% | 33,000 SH | Increased+3,000 SH |
| BIO-RAD LABS A | CL A | $3K | 0.9%Prev: 1.2% | 11,000 SH | Increased+1,000 SH |
| BOSTON SCIENTIFIC CORPORATION | COM | $7K | 2.0%Prev: 1.7% | 70,000 SH | Increased+8,000 SH |
| BRUKER CORPORATION | COM | $2K | 0.6% | 60,000 SH | New |
| CARDINAL HEALTH | COM | $6K | 1.7%Prev: 2.2% | 37,500 SH | Increased+13,500 SH |
| CENCORA INC | COM | $6K | 1.8%Prev: 2.0% | 20,000 SH | Increased+5,000 SH |
| CIGNA GROUP/THE | COM | $4K | 1.2% | 14,000 SH | New |
| DANAHER CORP | COM | $7K | 2.0%Prev: 1.6% | 35,000 SH | Increased+15,000 SH |
| ELI LILLY & CO | COM | $8K | 2.2%Prev: 2.0% | 10,000 SH | Increased+5,000 SH |
| ENCOMPASS HEALTH CORP | COM | $4K | 1.3%Prev: 0.6% | 35,000 SH | Increased+20,000 SH |
| GE HEALTHCARE TECHNOLOGY | COMMON STOCK | $2K | 0.5% | 25,000 SH | New |
| HCA HEALTHCARE INC | COM | $7K | 2.1% | 17,000 SH | New |
| HUMANA INC. | COM | $7K | 1.9%Prev: 1.5% | 25,000 SH | Increased+5,000 SH |
| INTUITIVE SURG | COM NEW | $6K | 1.7%Prev: 1.8% | 13,000 SH | Increased+4,000 SH |
| JOHNSON&JOHNSON | COM | $5K | 1.3%Prev: 2.1% | 25,000 SH | Decreased+5,000 SH |
| LABCORP HOLDINGS INC | COM SHS | $3K | 0.8% | 10,000 SH | New |
| MCKESSON CORP | COM | $5K | 1.6%Prev: 1.5% | 7,000 SH | Increased+3,000 SH |
| MEDTRONIC INC | SHS | $6K | 1.7% | 60,000 SH | New |
| PUT - SPY 100 @ 635 EXP 10/31/2025 | PUT | $17K | 4.8% | 250 SH | New |
| PUT - SPY 100 @ 639 EXP 10/31/2025 | PUT | $17K | 4.8% | 250 SH | New |
| PUT - SPY 100 @ 645 EXP 10/31/2025 | PUT | $20K | 5.8% | 300 SH | New |
| PUT - SPY 100 @ 655 EXP 10/31/2025 | PUT | $17K | 4.8% | 250 SH | New |
| PUT - SPY 100 @ 658 EXP 10/31/2025 | PUT | $17K | 4.8% | 250 SH | New |
| PUT - SPY 100 @ 659 EXP 10/31/2025 | PUT | $17K | 4.8% | 250 SH | New |
| PUT - SPY 100 @ 659 EXP 11/21/2025 | PUT | $17K | 4.8% | 250 SH | New |
| PUT - SPY 100 @ 660 EXP 10/31/2025 | PUT | $17K | 4.8% | 250 SH | New |
| PUT - SPY 100 @ 660 EXP 11/21/2025 | PUT | $17K | 4.8% | 250 SH | New |
| QUEST DIAGNOSTIC INC | COM | $4K | 1.1% | 20,000 SH | New |
| REPLIGEN CORP | COM | $4K | 1.1% | 27,500 SH | New |
| SELECT MEDICAL HOLDINGS CORP | COM | $2K | 0.7% | 175,000 SH | New |
| SMITH & NEPHEW | SPDN ADR NEW | $6K | 1.7%Prev: 0.7% | 160,000 SH | Increased+110,000 SH |
| SPDR S&P BIOTECH ETF | S&P BIOTECH | $25K | 7.3% | 250,000 SH | New |
| STEVANATO GROUP SPA | COM | $2K | 0.6% | 85,000 SH | New |
| STRYKER CORP | COM | $5K | 1.4%Prev: 1.4% | 13,000 SH | Increased+3,000 SH |
| SURGERY PARTNERS INC | COM | $5K | 1.4% | 220,000 SH | New |
| TENET HEALTHCARE | COM NEW | $7K | 2.1%Prev: 1.6% | 35,000 SH | Increased+15,000 SH |
| THERMO FISHER SCIENTIFIC INC. | COM | $7K | 2.0%Prev: 1.7% | 14,000 SH | Increased+6,000 SH |
| UNITEDHEALTH GRP | COM | $4K | 1.2%Prev: 1.1% | 12,000 SH | Increased+2,000 SH |
| UNIV HEALTH SVC | CLASS B | $6K | 1.7%Prev: 1.3% | 28,000 SH | Increased+10,500 SH |
| VERTEX PHARMACEUTICALS INC. | COM | $5K | 1.6%Prev: 1.9% | 14,000 SH | Increased+4,000 SH |
| WEST PHARMACEUTICAL SERVICES INC | COM | $4K | 1.1% | 15,000 SH | New |
| ZIMMER BIOMET HOLDINGS INC | COM | $4K | 1.1% | 40,000 SH | New |