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 LABS | COM | 002824100 | 14,100 | 100,000 | SH | SOLE | 0 | 0 | 100,000 | ||
ABBVIE INC | COM | 00287Y109 | 45,537 | 335,000 | SH | SOLE | 0 | 0 | 335,000 | ||
ABIOMED INC | COM | 003654100 | 18,827 | 52,000 | SH | SOLE | 0 | 0 | 52,000 | ||
ACCOLADE INC | COM | 00437E102 | 5,517 | 210,000 | SH | SOLE | 0 | 0 | 210,000 | ||
AERIE PHARMACEUTICALS INC | COM | 00771V108 | 5,378 | 750,000 | SH | SOLE | 0 | 0 | 750,000 | ||
ALIGN TECHNOLOGY INC | COM | 016255101 | 9,933 | 15,000 | SH | SOLE | 0 | 0 | 15,000 | ||
ALKERMES PLC | SHS | G01767105 | 4,904 | 210,000 | SH | SOLE | 0 | 0 | 210,000 | ||
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 29,930 | 175,000 | SH | SOLE | 0 | 0 | 175,000 | ||
AMERISOURCEBERGEN CORP | COM | 03073E105 | 29,162 | 218,000 | SH | SOLE | 0 | 0 | 218,000 | ||
ANNEXON INC | COM | 03589W102 | 2,903 | 250,000 | SH | SOLE | 0 | 0 | 250,000 | ||
ANTHEM INC | COM | 036752103 | 45,781 | 98,000 | SH | SOLE | 0 | 0 | 98,000 | ||
APELLIS PHARMACEUTICALS INC | COM | 03753U106 | 20,619 | 430,000 | SH | SOLE | 0 | 0 | 430,000 | ||
AXONICS MODULATION TECHNOLOG | COM | 05465P101 | 17,709 | 315,000 | SH | SOLE | 0 | 0 | 315,000 | ||
BECTON DICKINSON & CO | COM | 075887109 | 23,047 | 91,000 | SH | SOLE | 0 | 0 | 91,000 | ||
BIOGEN INC | COM | 09062X103 | 27,600 | 115,000 | SH | SOLE | 0 | 0 | 115,000 | ||
BIOHAVEN PHARMACTL HLDG CO L | COM | G11196105 | 20,741 | 150,000 | SH | SOLE | 0 | 0 | 150,000 | ||
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 23,606 | 265,000 | SH | SOLE | 0 | 0 | 265,000 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 39,121 | 910,000 | SH | SOLE | 0 | 0 | 910,000 | ||
CENTENE CORP DEL | COM | 15135B101 | 21,417 | 255,000 | SH | SOLE | 0 | 0 | 255,000 | ||
CIGNA CORP NEW | COM | 125523100 | 32,305 | 140,000 | SH | SOLE | 0 | 0 | 140,000 | ||
COOPER COS INC | COM NEW | 216648402 | 23,007 | 54,260 | SH | SOLE | 0 | 0 | 54,260 | ||
CVS HEALTH CORP | COM | 126650100 | 42,509 | 410,000 | SH | SOLE | 0 | 0 | 410,000 | ||
CYTOKINETICS INC | COM NEW | 23282W605 | 6,840 | 150,000 | SH | SOLE | 0 | 0 | 150,000 | ||
DANAHER CORPORATION | COM | 235851102 | 11,825 | 36,000 | SH | SOLE | 0 | 0 | 36,000 | ||
DECIPHERA PHARMACEUTICALS INC | COM | 24344T101 | 604 | 60,000 | SH | SOLE | 0 | 0 | 60,000 | ||
DYNAVAX TECHNOLOGIES CORP | COM NEW | 268158201 | 10,665 | 750,000 | SH | SOLE | 0 | 0 | 750,000 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 13,068 | 100,000 | SH | SOLE | 0 | 0 | 100,000 | ||
EPIZYME INC | COM | 29428V104 | 702 | 265,000 | SH | SOLE | 0 | 0 | 265,000 | ||
ESPERION THERAPEUTICS INC NE | COM | 29664W105 | 4,960 | 1,000,000 | SH | SOLE | 0 | 0 | 1,000,000 | ||
ESSA PHARMA INC | COM NEW | 29668H708 | 5,926 | 420,000 | SH | SOLE | 0 | 0 | 420,000 | ||
EXACT SCIENCES CORP | COM | 30063P105 | 8,568 | 110,000 | SH | SOLE | 0 | 0 | 110,000 | ||
FIBROGEN INC | COM | 31572Q808 | 2,824 | 200,000 | SH | SOLE | 0 | 0 | 200,000 | ||
G1 THERAPEUTICS INC | COM | 3621LQ109 | 3,400 | 325,000 | SH | SOLE | 0 | 0 | 325,000 | ||
GILEAD SCIENCES INC | COM | 375558103 | 20,174 | 275,000 | SH | SOLE | 0 | 0 | 275,000 | ||
GLAUKOS CORP | COM | 377322102 | 8,022 | 175,000 | SH | SOLE | 0 | 0 | 175,000 | ||
GUARDANT HEALTH INC | COM | 40131M109 | 20,046 | 200,000 | SH | SOLE | 0 | 0 | 200,000 | ||
HARMONY BIOSCIENCES HLDGS IN | COM | 413197104 | 9,528 | 220,000 | SH | SOLE | 0 | 0 | 220,000 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 15,228 | 59,000 | SH | SOLE | 0 | 0 | 59,000 | ||
HEALTH CATALYST INC | COM | 42225T107 | 9,734 | 240,000 | SH | SOLE | 0 | 0 | 240,000 | ||
HORIZON THERAPEUTICS PUB L | SHS | G46188101 | 46,011 | 425,000 | SH | SOLE | 0 | 0 | 425,000 | ||
HUMANA INC | COM | 444859102 | 25,645 | 55,000 | SH | SOLE | 0 | 0 | 55,000 | ||
IMMUNOCORE HLDGS PLC | ADS | 45258D105 | 3,069 | 90,000 | SH | SOLE | 0 | 0 | 90,000 | ||
IMMUNOGEN INC | COM | 45253H101 | 11,175 | 1,500,000 | SH | SOLE | 0 | 0 | 1,500,000 | ||
INNOVAGE HLDG CORP | COM | 45784A104 | 741 | 150,000 | SH | SOLE | 0 | 0 | 150,000 | ||
INSPIRE MED SYS INC | COM | 457730109 | 10,677 | 46,373 | SH | SOLE | 0 | 0 | 46,373 | ||
INTRA CELLULAR THERAPIES INC | COM | 46116X101 | 20,331 | 390,000 | SH | SOLE | 0 | 0 | 390,000 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 14,532 | 40,000 | SH | SOLE | 0 | 0 | 40,000 | ||
IONIS PHARMACEUTICALS INC | COM | 462222100 | 2,291 | 75,000 | SH | SOLE | 0 | 0 | 75,000 | ||
IOVANCE BIOTHERAPEUTICS INC | COM | 462260100 | 11,652 | 600,000 | SH | SOLE | 0 | 0 | 600,000 | ||
IVERIC BIO INC | COM | 46583P102 | 5,754 | 350,000 | SH | SOLE | 0 | 0 | 350,000 | ||
JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 37,195 | 290,000 | SH | SOLE | 0 | 0 | 290,000 | ||
JOHNSON & JOHNSON | COM | 478160104 | 43,594 | 253,000 | SH | SOLE | 0 | 0 | 253,000 | ||
LILLY ELI & CO | COM | 532457108 | 47,133 | 170,000 | SH | SOLE | 0 | 0 | 170,000 | ||
MACROGENICS INC | COM | 556099109 | 4,895 | 300,653 | SH | SOLE | 0 | 0 | 300,653 | ||
MCKESSON CORP | COM | 58155Q103 | 44,055 | 177,000 | SH | SOLE | 0 | 0 | 177,000 | ||
MEDTRONIC PLC | SHS | G5960L103 | 30,923 | 296,000 | SH | SOLE | 0 | 0 | 296,000 | ||
MEIRAGTX HLDGS PLC | COM | G59665102 | 10,454 | 450,000 | SH | SOLE | 0 | 0 | 450,000 | ||
MERCK & CO. INC | COM | 58933Y105 | 23,142 | 300,000 | SH | SOLE | 0 | 0 | 300,000 | ||
MIRATI THERAPEUTICS INC | COM | 60468T105 | 22,235 | 150,000 | SH | SOLE | 0 | 0 | 150,000 | ||
MYOVANT SCIENCES LTD | COM | G637AM102 | 4,018 | 250,000 | SH | SOLE | 0 | 0 | 250,000 | ||
NEKTAR THERAPEUTICS | COM | 640268108 | 13,300 | 950,000 | SH | SOLE | 0 | 0 | 950,000 | ||
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 12,788 | 151,100 | SH | SOLE | 0 | 0 | 151,100 | ||
NOVOCURE LTD | ORD SHS | G6674U108 | 9,610 | 120,387 | SH | SOLE | 0 | 0 | 120,387 | ||
OAK STR HEALTH INC | COM | 67181A107 | 7,715 | 220,000 | SH | SOLE | 0 | 0 | 220,000 | ||
OLEMA PHARMACEUTICALS INC | COM | 68062P106 | 4,700 | 500,000 | SH | SOLE | 0 | 0 | 500,000 | ||
OLINK HLDG AB | SPONSORED ADS | 680710100 | 2,619 | 140,000 | SH | SOLE | 0 | 0 | 140,000 | ||
1LIFE HEALTHCARE INC | COM | 68269G107 | 9,201 | 530,000 | SH | SOLE | 0 | 0 | 530,000 | ||
PFIZER INC | COM | 717081103 | 58,400 | 1,000,000 | SH | SOLE | 0 | 0 | 1,000,000 | ||
PHATHOM PHARMACEUTICALS INC | COM | 71722W107 | 3,624 | 186,210 | SH | SOLE | 0 | 0 | 186,210 | ||
PHREESIA INC | COM | 71944F106 | 5,240 | 123,465 | SH | SOLE | 0 | 0 | 123,465 | ||
PIERIS PHARMACEUTICALS INC | COM | 720795103 | 1,182 | 300,000 | SH | SOLE | 0 | 0 | 300,000 | ||
PRIVIA HEALTH GROUP INC | COM | 74276R102 | 15,370 | 580,000 | SH | SOLE | 0 | 0 | 580,000 | ||
PROGYNY INC | COM | 74340E103 | 5,194 | 101,262 | SH | SOLE | 0 | 0 | 101,262 | ||
R1 RCM INC | COM | 749397105 | 13,860 | 550,000 | SH | SOLE | 0 | 0 | 550,000 | ||
RAPID MICRO BIOSYSTEMS INC | CLASS A COM | 75340L104 | 2,094 | 196,087 | SH | SOLE | 0 | 0 | 196,087 | ||
RIGEL PHARMACEUTICALS INC | COM NEW | 766559603 | 4,074 | 1,520,000 | SH | SOLE | 0 | 0 | 1,520,000 | ||
SAGE THERAPEUTICS INC | COM | 78667J108 | 4,974 | 115,000 | SH | SOLE | 0 | 0 | 115,000 | ||
SANGAMO THERAPEUTICS INC | COM | 800677106 | 5,975 | 765,000 | SH | SOLE | 0 | 0 | 765,000 | ||
SEAGEN INC | COM | 81181C104 | 19,963 | 127,000 | SH | SOLE | 0 | 0 | 127,000 | ||
SHOCKWAVE MEDICAL INC | COM | 82489T104 | 6,108 | 34,000 | SH | SOLE | 0 | 0 | 34,000 | ||
SILK ROAD MEDICAL INC | COM | 82710M100 | 8,660 | 200,000 | SH | SOLE | 0 | 0 | 200,000 | ||
STEREOTAXIS INC | COM NEW | 85916J409 | 4,976 | 800,000 | SH | SOLE | 0 | 0 | 800,000 | ||
TELADOC HEALTH INC | COM | 87918A105 | 11,794 | 125,000 | SH | SOLE | 0 | 0 | 125,000 | ||
TENET HEALTHCARE CORP | COM NEW | 88033G407 | 17,201 | 210,000 | SH | SOLE | 0 | 0 | 210,000 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 29,280 | 44,000 | SH | SOLE | 0 | 0 | 44,000 | ||
UNITED HEALTH GROUP INC | COM | 91324P102 | 60,532 | 120,000 | SH | SOLE | 0 | 0 | 120,000 | ||
VEEVA SYS INC | CL A COM | 922475108 | 15,601 | 60,000 | SH | SOLE | 0 | 0 | 60,000 | ||
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 36,704 | 165,000 | SH | SOLE | 0 | 0 | 165,000 | ||
VIEWRAY INC | COM | 92672L107 | 4,123 | 775,000 | SH | SOLE | 0 | 0 | 775,000 | ||
VOCERA COMMUNICATIONS INC | COM | 92857F107 | 3,840 | 60,000 | SH | SOLE | 0 | 0 | 60,000 | ||
XENCOR INC | COM | 98401F105 | 18,333 | 450,000 | SH | SOLE | 0 | 0 | 450,000 | ||
ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | 11,544 | 90,000 | SH | SOLE | 0 | 0 | 90,000 |