The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information 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
AERIE PHARMACEUTICALS INC COM 00771V108 3,361 49,756 SH   SOLE   49,756 0 0
ACADIA HEALTHCARE CO INC COM 00404A109 5,246 128,240 SH   SOLE   128,240 0 0
ACCELERON PHARMA INC COM 00434H108 1,095 22,558 SH   SOLE   22,558 0 0
AMICUS THERAPEUTICS INC COM 03152W109 2,064 132,160 SH   SOLE   132,160 0 0
ANAPTYSBIO INC COM 032724106 2,893 40,718 SH   SOLE   40,718 0 0
BIO-RAD LABRATORIES COM 090572207 1,708 5,918 SH   SOLE   5,918 0 0
CENTENE CORP COM 15135B101 4,812 39,058 SH   SOLE   39,058 0 0
DURECT CORPORATION COM 266605104 1,074 688,446 SH   SOLE   688,446 0 0
ENDOCYTE COM 29269A102 1,424 103,159 SH   SOLE   103,159 0 0
EXACT SCIENCES CORP COM 30063P105 5,078 84,937 SH   SOLE   84,937 0 0
GLOBAL BLOOD THERAPEUTICS INC COM 37890U108 2,231 49,355 SH   SOLE   49,355 0 0
HERON THERAPEUTICS COM 427746102 2,583 66,488 SH   SOLE   66,488 0 0
IMMUNOMEDICS INC COM 452907108 466 19,695 SH   SOLE   19,695 0 0
INSMED INC COM 457669307 4,702 198,801 SH   SOLE   198,801 0 0
INTERCEPT PHARMACEUTICALS IN COM 45845P108 2,175 25,918 SH   SOLE   25,918 0 0
JAZZ PHARMACEUTICALS COM G50871105 5,104 29,625 SH   SOLE   29,625 0 0
KADMON HOLDINGS INC COM 48283N106 1,442 361,517 SH   SOLE   361,517 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 2,644 26,910 SH   SOLE   26,910 0 0
NATERA INC COM 632307104 2,237 118,869 SH   SOLE   118,869 0 0
NEURONETICS INC COM 64131A105 958 36,000 SH   SOLE   36,000 0 0
NUCANA PLC-ADR ADR 67022C106 910 47,872 SH   SOLE   47,872 0 0
OPKO HEALTH INC COM 68375N103 1,911 406,526 SH   SOLE   406,526 0 0
OPTINOSE INC COM 68404V100 9,396 335,826 SH   SOLE   335,826 0 0
PERRIGO CO PLC COM G97822103 1,705 23,389 SH   SOLE   23,389 0 0
PORTOLA PHARMACEUTICALS INC COM 737010108 3,290 87,116 SH   SOLE   87,116 0 0
PTC THERAPEUTICS COM 69366J200 6,916 205,031 SH   SOLE   205,031 0 0
QUEST DIAGNOSTICS COM 74834L100 2,702 24,575 SH   SOLE   24,575 0 0
REGENXBIO INC COM 75901B107 1,198 16,692 SH   SOLE   16,692 0 0
SAREPTA THERAPEUTICS INC COM 803607100 1,487 11,249 SH   SOLE   11,249 0 0
SENSEONICS HOLDINGS INC COM 81727U105 595 144,743 SH   SOLE   144,743 0 0
SIENNA BIOPHARMACEUTICALS INC COM 82622H108 372 24,516 SH   SOLE   24,516 0 0
UNITEDHEALTH GROUP INC COM 91324P102 3,546 14,452 SH   SOLE   14,452 0 0
VERRICA PHARMACEUTICALS INC COM 92511W108 1,184 60,000 SH   SOLE   60,000 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 9,043 53,208 SH   SOLE   53,208 0 0
VIEWRAY INC COM 92672L107 2,703 390,568 SH   SOLE   390,568 0 0
VIKING THERAPEUTICS INC COM 92686J106 1,463 154,207 SH   SOLE   154,207 0 0