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 |
BAXTER INTL INC | COM | 071813109 | 113,220 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
BICYCLE THERAPEUTICS PLC | SPONSORED ADS | 088786108 | 8,036 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 26,544 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
BROOKDALE SR LIVING INC | COM | 112463104 | 74,520 | 18,000,000 | SH | SOLE | 18,000,000 | 0 | 0 | ||
BROOKDALE SR LIVING INC | UNIT 11/15/2025 | 112463302 | 15,079 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
CANO HEALTH INC | COM CL A | 13781Y103 | 1,014 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
COLLEGIUM PHARMACEUTICAL INC | COM | 19459J104 | 23,468 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | ||
CUREVAC N V | COM | N2451R105 | 11,953 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
DENTSPLY SIRONA INC | COM | 24906P109 | 60,292 | 1,765,000 | SH | SOLE | 1,765,000 | 0 | 0 | ||
EXELIXIS INC | COM | 30161Q104 | 6,555 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
GLOBUS MED INC | CL A | 379577208 | 85,646 | 1,725,000 | SH | SOLE | 1,725,000 | 0 | 0 | ||
GSK PLC | SPONSORED ADR | 37733W204 | 103,313 | 2,850,000 | SH | SOLE | 2,850,000 | 0 | 0 | ||
HERBALIFE LTD | COM SHS | G4412G101 | 39,872 | 2,850,000 | SH | SOLE | 2,850,000 | 0 | 0 | ||
INOGEN INC | COM | 45780L104 | 10,440 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
IONIS PHARMACEUTICALS INC | COM | 462222100 | 102,060 | 2,250,000 | SH | SOLE | 2,250,000 | 0 | 0 | ||
MEDTRONIC PLC | SHS | G5960L103 | 117,540 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
MIRATI THERAPEUTICS INC | COM | 60468T105 | 65,340 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
MYRIAD GENETICS INC | COM | 62855J104 | 106,425 | 6,635,000 | SH | SOLE | 6,635,000 | 0 | 0 | ||
ORASURE TECHNOLOGIES INC | COM | 68554V108 | 25,203 | 4,250,000 | SH | SOLE | 4,250,000 | 0 | 0 | ||
PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 22,725 | 4,500,000 | SH | SOLE | 4,500,000 | 0 | 0 | ||
PERRIGO CO PLC | SHS | G97822103 | 59,108 | 1,850,000 | SH | SOLE | 1,850,000 | 0 | 0 | ||
PFIZER INC | COM | 717081103 | 248,775 | 7,500,000 | SH | Call | SOLE | 7,500,000 | 0 | 0 | |
PTC THERAPEUTICS INC | COM | 69366J200 | 76,194 | 3,400,000 | SH | SOLE | 3,400,000 | 0 | 0 | ||
PUMA BIOTECHNOLOGY INC | COM | 74587V107 | 11,138 | 4,235,000 | SH | SOLE | 4,235,000 | 0 | 0 | ||
QIAGEN NV | SHS NEW | N72482123 | 16,200 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
QUANTERIX CORP | COM | 74766Q101 | 34,604 | 1,275,000 | SH | SOLE | 1,275,000 | 0 | 0 | ||
QUIDELORTHO CORP | COM | 219798105 | 23,738 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
REPLIMUNE GROUP INC | COM | 76029N106 | 34,220 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
SANOFI | SPONSORED ADR | 80105N105 | 147,510 | 2,750,000 | SH | SOLE | 2,750,000 | 0 | 0 | ||
SAREPTA THERAPEUTICS INC | COM | 803607100 | 96,976 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
SELECT MED HLDGS CORP | COM | 81619Q105 | 85,918 | 3,400,000 | SH | SOLE | 3,400,000 | 0 | 0 | ||
SOLID BIOSCIENCES INC | COM NEW | 83422E204 | 3,574 | 1,418,439 | SH | SOLE | 1,418,439 | 0 | 0 | ||
TENET HEALTHCARE CORP | COM NEW | 88033G407 | 240,499 | 3,650,000 | SH | SOLE | 3,650,000 | 0 | 0 | ||
TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 881624209 | 103,530 | 10,150,000 | SH | SOLE | 10,150,000 | 0 | 0 | ||
THE BEAUTY HEALTH COMPANY | COM CL A | 88331L108 | 30,100 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | ||
UNIVERSAL HLTH SVCS INC | CL B | 913903100 | 251,460 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
VIATRIS INC | COM | 92556V106 | 197,200 | 20,000,000 | SH | SOLE | 20,000,000 | 0 | 0 | ||
WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 115,648 | 5,200,000 | SH | SOLE | 5,200,000 | 0 | 0 | ||
ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | 207,607 | 1,850,000 | SH | SOLE | 1,850,000 | 0 | 0 | ||
ZIMVIE INC | COM | 98888T107 | 30,583 | 3,250,000 | SH | SOLE | 3,250,000 | 0 | 0 |