The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| Abbott Laboratories | Cash Securities | 002824100 | 5,326 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| AbbVie Inc | Cash Securities | 00287Y109 | 3,242 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| Acadia Healthcare Co Inc | Cash Securities | 00404A109 | 3,277 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| Amedisys Inc | Cash Securities | 023436108 | 3,446 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| AmerisourceBergen Corp | Cash Securities | 03073E105 | 6,188 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| Anthem Inc | Cash Securities | 036752103 | 7,368 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| Avantor Inc | Cash Securities | 05352A100 | 6,088 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| Baxter International Inc | Cash Securities | 071813109 | 4,652 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| BioMarin Pharmaceutical Inc | Cash Securities | 09061G101 | 3,084 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| BioNTech SE | Cash Securities | 09075V102 | 1,706 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| Boston Scientific Corp | Cash Securities | 101137107 | 8,858 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| Cardinal Health Inc | Cash Securities | 14149Y108 | 2,268 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| Centene Corp | Cash Securities | 15135B101 | 5,893 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| Charles River Laboratories In | Cash Securities | 159864107 | 5,679 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| Cigna Corp | Cash Securities | 125523100 | 4,792 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| Community Health Systems Inc | Cash Securities | 203668108 | 3,561 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| CVS Health Corp | Cash Securities | 126650100 | 6,073 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| Danaher Corp | Cash Securities | 235851102 | 8,067 | 27,500 | SH | SOLE | 27,500 | 0 | 0 | ||
| Eli Lilly & Co | Cash Securities | 532457108 | 2,864 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| Encompass Health Corp | Cash Securities | 29261A100 | 5,859 | 82,392 | SH | SOLE | 82,392 | 0 | 0 | ||
| Envista Holdings Corp | Cash Securities | 29415F104 | 2,923 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| Globus Medical Inc | Cash Securities | 379577208 | 4,796 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| Grifols SA | Cash Securities | 398438408 | 2,336 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| Guardant Health Inc | Cash Securities | 40131M109 | 2,650 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| HCA Healthcare Inc | Cash Securities | 40412C101 | 5,639 | 22,500 | SH | SOLE | 22,500 | 0 | 0 | ||
| Humana Inc | Cash Securities | 444859102 | 7,833 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| Incyte Corp | Cash Securities | 45337C102 | 2,780 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| Intuitive Surgical Inc | Cash Securities | 46120E602 | 6,788 | 22,500 | SH | SOLE | 22,500 | 0 | 0 | ||
| IQVIA Holdings Inc | Cash Securities | 46266C105 | 4,624 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| Johnson & Johnson | Cash Securities | 478160104 | 6,203 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| Laboratory Corp of America Ho | Cash Securities | 50540R409 | 5,273 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| LHC Group Inc | Cash Securities | 50187A107 | 3,372 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| McKesson Corp | Cash Securities | 58155Q103 | 6,888 | 22,500 | SH | SOLE | 22,500 | 0 | 0 | ||
| Medtronic PLC | Cash Securities | G5960L103 | 3,883 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| Moderna Inc | Cash Securities | 60770K107 | 1,723 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| Natera Inc | Cash Securities | 632307104 | 2,034 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| Neurocrine Biosciences Inc | Cash Securities | 64125C109 | 2,109 | 22,500 | SH | SOLE | 22,500 | 0 | 0 | ||
| Novo Nordisk A/S | Cash Securities | 670100205 | 4,997 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| Option Care Health Inc | Cash Securities | 68404L201 | 3,713 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| Seagen Inc | Cash Securities | 81181C104 | 2,521 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
| Select Medical Holdings Corp | Cash Securities | 81619Q105 | 3,119 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| SPDR S&P Biotech ETF | Cash Securities | 78464A870 | 13,482 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| Stryker Corp | Cash Securities | 863667101 | 5,347 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| Surgery Partners Inc | Cash Securities | 86881A100 | 3,139 | 57,020 | SH | SOLE | 57,020 | 0 | 0 | ||
| Tenet Healthcare Corp | Cash Securities | 88033G407 | 7,736 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| Thermo Fisher Scientific Inc | Cash Securities | 883556102 | 7,383 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
| UnitedHealth Group Inc | Cash Securities | 91324P102 | 8,669 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | ||
| Universal Health Services Inc | Cash Securities | 913903100 | 6,885 | 47,500 | SH | SOLE | 47,500 | 0 | 0 | ||
| Zimmer Biomet Holdings Inc | Cash Securities | 98956P102 | 5,116 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||