The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it 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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
Abbott Laboratories | COM | 002824100 | 18,417 | 220,114 | SH | SOLE | 0 | 0 | 220,114 | ||
AbbVie Inc | COM | 00287Y109 | 12,872 | 170,000 | SH | SOLE | 0 | 0 | 170,000 | ||
Abeona Therapeutics Inc Reg | COM | 00289Y107 | 2,260 | 1,000,000 | SH | SOLE | 0 | 0 | 1,000,000 | ||
Abiomed Inc | COM | 003654100 | 21,347 | 120,000 | SH | SOLE | 0 | 0 | 120,000 | ||
Acceleron Pharma Inc Reg | COM | 00434H108 | 2,766 | 70,000 | SH | SOLE | 0 | 0 | 70,000 | ||
Achillion Pharmaceuticals Inc | COM | 00448Q201 | 1,000 | 277,800 | SH | SOLE | 0 | 0 | 277,800 | ||
Adverum Biotechnologies Inc | COM | 00773U108 | 652 | 119,673 | SH | SOLE | 0 | 0 | 119,673 | ||
Aerie Pharmaceuticals Inc | COM | 00771V108 | 9,130 | 475,000 | SH | SOLE | 0 | 0 | 475,000 | ||
Agios Pharmaceuticals Inc | COM | 00847X104 | 7,938 | 245,002 | SH | SOLE | 0 | 0 | 245,002 | ||
Aimmune Therapeutics Inc Reg | COM | 00900T107 | 3,124 | 149,201 | SH | SOLE | 0 | 0 | 149,201 | ||
Alexion Pharmaceuticals Inc | COM | 015351109 | 24,221 | 247,303 | SH | SOLE | 0 | 0 | 247,303 | ||
Alkermes Plc | SHS | G01767105 | 4,292 | 220,000 | SH | SOLE | 0 | 0 | 220,000 | ||
Alnylam Pharmaceuticals Inc | COM | 02043Q107 | 5,549 | 69,000 | SH | SOLE | 0 | 0 | 69,000 | ||
Amarin Corp Plc spons ADR repr 1 Share | SPONS ADR NEW | 023111206 | 6,064 | 400,000 | SH | SOLE | 0 | 0 | 400,000 | ||
AmerisourceBergen Corp | COM | 03073E105 | 8,151 | 99,000 | SH | SOLE | 0 | 0 | 99,000 | ||
Anheuser-Busch InBev SA ADR spons repr 1 Share | SPONSORED ADR | 03524A108 | 324 | 3,409 | SH | SOLE | 0 | 0 | 3,409 | ||
Anthem Inc | COM | 036752103 | 14,406 | 60,000 | SH | SOLE | 0 | 0 | 60,000 | ||
Arena Pharmaceuticals Inc Reg | COM NEW | 040047607 | 7,094 | 155,000 | SH | SOLE | 0 | 0 | 155,000 | ||
ArQule Inc Reg | COM | 04269E107 | 1,434 | 200,000 | SH | SOLE | 0 | 0 | 200,000 | ||
Becton Dickinson & Co | COM | 075887109 | 15,936 | 63,000 | SH | SOLE | 0 | 0 | 63,000 | ||
BioMarin Pharmaceutical Inc | COM | 09061G101 | 19,579 | 290,491 | SH | SOLE | 0 | 0 | 290,491 | ||
Bluebird Bio Inc | COM | 09609G100 | 4,775 | 52,000 | SH | SOLE | 0 | 0 | 52,000 | ||
Boston Scientific Corp | COM | 101137107 | 15,055 | 370,000 | SH | SOLE | 0 | 0 | 370,000 | ||
Bristol Myers Squibb Co | COM | 110122108 | 21,045 | 415,000 | SH | SOLE | 0 | 0 | 415,000 | ||
Centene Corp | COM | 15135B101 | 7,571 | 175,000 | SH | SOLE | 0 | 0 | 175,000 | ||
Chevron Corp | COM | 166764100 | 353 | 2,974 | SH | SOLE | 0 | 0 | 2,974 | ||
Cigna Corp Reg | COM | 125523100 | 12,143 | 80,000 | SH | SOLE | 0 | 0 | 80,000 | ||
Coherus BioSciences Inc | COM | 19249H103 | 5,875 | 290,000 | SH | SOLE | 0 | 0 | 290,000 | ||
CVS Health Corp | COM | 126650100 | 19,159 | 303,768 | SH | SOLE | 0 | 0 | 303,768 | ||
Dermira Inc Reg | COM | 24983L104 | 3,510 | 549,300 | SH | SOLE | 0 | 0 | 549,300 | ||
Diplomat Pharmacy Inc Reg | COM | 25456K101 | 5,194 | 1,060,000 | SH | SOLE | 0 | 0 | 1,060,000 | ||
Dynavax Technologies Corp | COM NEW | 268158201 | 4,413 | 1,234,335 | SH | SOLE | 0 | 0 | 1,234,335 | ||
Edwards Lifesciences Corp | COM | 28176E108 | 8,045 | 36,585 | SH | SOLE | 0 | 0 | 36,585 | ||
Eli Lilly & Co | COM | 532457108 | 16,775 | 150,000 | SH | SOLE | 0 | 0 | 150,000 | ||
Epizyme Inc Reg | COM | 29428V104 | 4,642 | 450,028 | SH | SOLE | 0 | 0 | 450,028 | ||
Esperion Therapeutics Inc | COM | 29664W105 | 24,044 | 655,854 | SH | SOLE | 0 | 0 | 655,854 | ||
Exact Sciences Corp Reg | COM | 30063P105 | 9,741 | 107,786 | SH | SOLE | 0 | 0 | 107,786 | ||
Exelixis Inc | COM | 30161Q104 | 5,659 | 320,000 | SH | SOLE | 0 | 0 | 320,000 | ||
Exxon Mobil Corp | COM | 30231G102 | 272 | 3,854 | SH | SOLE | 0 | 0 | 3,854 | ||
FibroGen Inc | COM | 31572Q808 | 10,909 | 295,000 | SH | SOLE | 0 | 0 | 295,000 | ||
Ford Motor Co | COM | 345370860 | 267 | 29,164 | SH | SOLE | 0 | 0 | 29,164 | ||
G1 Therapeutics Inc Reg | COM | 3621LQ109 | 12,202 | 535,657 | SH | SOLE | 0 | 0 | 535,657 | ||
Glaukos Corp | COM | 377322102 | 14,352 | 229,600 | SH | SOLE | 0 | 0 | 229,600 | ||
Guardant Health Inc Reg | COM | 40131M109 | 2,234 | 35,000 | SH | SOLE | 0 | 0 | 35,000 | ||
HCA Healthcare Inc | COM | 40412C101 | 9,032 | 75,000 | SH | SOLE | 0 | 0 | 75,000 | ||
HMS Holdings Corp Reg | COM | 40425J101 | 3,388 | 98,300 | SH | SOLE | 0 | 0 | 98,300 | ||
Horizon Therapeutics Plc | SHS | G46188101 | 27,911 | 1,025,000 | SH | SOLE | 0 | 0 | 1,025,000 | ||
Humana Inc | COM | 444859102 | 15,340 | 60,000 | SH | SOLE | 0 | 0 | 60,000 | ||
IBM Corp | COM | 459200101 | 322 | 2,215 | SH | SOLE | 0 | 0 | 2,215 | ||
Immunomedics Inc | COM | 452907108 | 11,271 | 850,000 | SH | SOLE | 0 | 0 | 850,000 | ||
Incyte Corp Ltd | COM | 45337CAN2 | 5,938 | 80,000 | SH | SOLE | 0 | 0 | 80,000 | ||
Intercept Pharmaceuticals Inc | COM | 45845P108 | 3,159 | 47,600 | SH | SOLE | 0 | 0 | 47,600 | ||
Intra-Cellular Therapies Inc | COM | 46116X101 | 6,350 | 850,000 | SH | SOLE | 0 | 0 | 850,000 | ||
Iovance Biotherapeutics Inc Reg | COM | 462260100 | 9,464 | 520,000 | SH | SOLE | 0 | 0 | 520,000 | ||
Janus Henderson Group Plc Reg | ORD SHS | G4474Y214 | 239 | 10,645 | SH | SOLE | 0 | 0 | 10,645 | ||
Jazz Pharmaceuticals Plc | SHS USD | G50871105 | 19,221 | 150,000 | SH | SOLE | 0 | 0 | 150,000 | ||
JPMorgan Chase & Co | COM | 46625H100 | 291 | 2,472 | SH | SOLE | 0 | 0 | 2,472 | ||
Livanova Plc | SHS | G5509L101 | 8,855 | 120,000 | SH | SOLE | 0 | 0 | 120,000 | ||
Macrogenics Inc | COM | 556099109 | 10,200 | 799,373 | SH | SOLE | 0 | 0 | 799,373 | ||
Madrigal Pharmaceuticals Inc Reg | COM | 558868105 | 2,587 | 30,000 | SH | SOLE | 0 | 0 | 30,000 | ||
Medicines Co | COM | 584688105 | 7,650 | 153,000 | SH | SOLE | 0 | 0 | 153,000 | ||
Medtronic Plc Reg | SHS | G5960L103 | 20,118 | 185,218 | SH | SOLE | 0 | 0 | 185,218 | ||
Merck & Co Inc | COM | 58933Y105 | 18,099 | 215,000 | SH | SOLE | 0 | 0 | 215,000 | ||
Microsoft Corp | COM | 594918104 | 213 | 1,532 | SH | SOLE | 0 | 0 | 1,532 | ||
Mirati Therapeutics Inc Reg | COM | 60468T105 | 7,791 | 100,000 | SH | SOLE | 0 | 0 | 100,000 | ||
MyoKardia Inc Reg | COM | 62857M105 | 10,430 | 200,000 | SH | SOLE | 0 | 0 | 200,000 | ||
NanoString Technologies Inc Reg | COM | 63009R109 | 3,069 | 142,126 | SH | SOLE | 0 | 0 | 142,126 | ||
Nektar Therapeutics | COM | 640268108 | 21,858 | 1,200,000 | SH | SOLE | 0 | 0 | 1,200,000 | ||
Neurocrine Biosciences Inc | COM | 64125C109 | 13,480 | 149,600 | SH | SOLE | 0 | 0 | 149,600 | ||
NovoCure Ltd Reg | ORD SHS | G6674U108 | 25,425 | 340,000 | SH | SOLE | 0 | 0 | 340,000 | ||
Omnicell Inc | COM | 68213N109 | 6,504 | 90,000 | SH | SOLE | 0 | 0 | 90,000 | ||
Pieris Pharmaceuticals Inc Reg | COM | 720795103 | 1,023 | 300,000 | SH | SOLE | 0 | 0 | 300,000 | ||
Qualcomm Inc | COM | 747525103 | 259 | 3,391 | SH | SOLE | 0 | 0 | 3,391 | ||
Ra Pharmaceuticals Inc Reg | COM | 74933V108 | 5,771 | 244,000 | SH | SOLE | 0 | 0 | 244,000 | ||
Radius Health Inc Reg | COM NEW | 750469207 | 3,863 | 150,000 | SH | SOLE | 0 | 0 | 150,000 | ||
Regeneron Pharmaceuticals Inc | COM | 75886F107 | 12,492 | 45,031 | SH | SOLE | 0 | 0 | 45,031 | ||
Revance Therapeutics Inc | COM | 761330109 | 2,261 | 173,917 | SH | SOLE | 0 | 0 | 173,917 | ||
Rigel Pharmaceuticals Inc | COM NEW | 766559603 | 3,740 | 2,000,000 | SH | SOLE | 0 | 0 | 2,000,000 | ||
Sage Therapeutics Inc | COM | 78667J108 | 2,806 | 20,000 | SH | SOLE | 0 | 0 | 20,000 | ||
Sangamo Therapeutics Inc Reg | COM | 800677106 | 6,650 | 734,811 | SH | SOLE | 0 | 0 | 734,811 | ||
Seattle Genetics Inc Reg | COM | 812578102 | 12,699 | 148,700 | SH | SOLE | 0 | 0 | 148,700 | ||
Silk Road Medical Inc Reg | COM | 82710M100 | 4,066 | 125,000 | SH | SOLE | 0 | 0 | 125,000 | ||
Stemline Therapeutics Inc Reg | COM | 85858C107 | 5,320 | 511,023 | SH | SOLE | 0 | 0 | 511,023 | ||
Sunesis Pharmaceuticals Inc Reg | COM | 867328700 | 272 | 377,244 | SH | SOLE | 0 | 0 | 377,244 | ||
Symantec Corp | COM | 871503108 | 207 | 8,761 | SH | SOLE | 0 | 0 | 8,761 | ||
The Walt Disney Co | COM DISNEY | 254687106 | 271 | 2,083 | SH | SOLE | 0 | 0 | 2,083 | ||
Thermo Fisher Scientific Inc | COM | 883556102 | 11,068 | 38,000 | SH | SOLE | 0 | 0 | 38,000 | ||
United Health Group Inc | COM | 91324P102 | 16,734 | 77,000 | SH | SOLE | 0 | 0 | 77,000 | ||
Wells Fargo & Co | COM | 949746101 | 266 | 5,272 | SH | SOLE | 0 | 0 | 5,272 | ||
Vertex Pharmaceuticals Inc | COM | 92532F100 | 31,512 | 186,000 | SH | SOLE | 0 | 0 | 186,000 | ||
ViewRay Inc Reg | COM | 92672L107 | 1,843 | 635,434 | SH | SOLE | 0 | 0 | 635,434 | ||
Viking Therapeutics Inc Reg | COM | 92686J106 | 1,376 | 200,000 | SH | SOLE | 0 | 0 | 200,000 | ||
Xencor Inc | COM | 98401F105 | 10,204 | 302,523 | SH | SOLE | 0 | 0 | 302,523 |