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 |
| AMICUS THERAPEUTICS INC | COM | 03152W109 | 4,056 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| BRISTOL MYERS SQUIBB CO | COM | 110122108 | 11,017 | 242,937 | SH | SOLE | 242,937 | 0 | 0 | ||
| CAREDX INC | COM | 14167L103 | 4,673 | 129,855 | SH | SOLE | 129,855 | 0 | 0 | ||
| GILEAD SCIENCES INC | COM | 375558103 | 9,993 | 147,916 | SH | SOLE | 147,916 | 0 | 0 | ||
| HUMANA INC | COM | 444859102 | 10,877 | 41,000 | SH | SOLE | 41,000 | 0 | 0 | ||
| ILLUMINA INC | COM | 452327109 | 10,056 | 27,316 | SH | SOLE | 27,316 | 0 | 0 | ||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 5,875 | 11,201 | SH | SOLE | 11,201 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 4,181 | 25,986 | SH | SOLE | 25,986 | 0 | 0 | ||
| MERCK & CO INC | COM | 58933Y105 | 11,823 | 141,000 | SH | SOLE | 141,000 | 0 | 0 | ||
| SAREPTA THERAPEUTICS INC | COM | 803607100 | 4,559 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| SIENTRA INC | COM | 82621J105 | 2,218 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | ||
| STRYKER CORP | COM | 863667101 | 3,823 | 18,597 | SH | SOLE | 18,597 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 10,565 | 35,976 | SH | SOLE | 35,976 | 0 | 0 | ||
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 12,992 | 70,849 | SH | SOLE | 70,849 | 0 | 0 | ||
| ZOETIS INC | CL A | 98978V103 | 5,717 | 50,375 | SH | SOLE | 50,375 | 0 | 0 | ||