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 |
ABBVIE INC | COM | 00287Y109 | 30,739 | 325,000 | SH | | SOLE | | 325,000 | 0 | 0 |
ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 | 24,640 | 700,000 | SH | | SOLE | | 700,000 | 0 | 0 |
ACHILLION PHARMACEUTICALS IN | COM | 00448Q201 | 8,832 | 2,400,000 | SH | | SOLE | | 2,400,000 | 0 | 0 |
ACLARIS THERAPEUTICS INC | COM | 00461U105 | 12,778 | 880,000 | SH | | SOLE | | 880,000 | 0 | 0 |
ADAPTIMMUNE THERAPEUTICS PLC | SPONDS ADR | 00653A107 | 10,170 | 750,000 | SH | | SOLE | | 750,000 | 0 | 0 |
ADVERUM BIOTECHNOLOGIES INC | COM | 00773U108 | 5,445 | 900,000 | SH | | SOLE | | 900,000 | 0 | 0 |
AEGLEA BIOTHERAPEUTICS INC | COM | 00773J103 | 6,221 | 650,000 | SH | | SOLE | | 650,000 | 0 | 0 |
AGILENT TECHNOLOGIES INC | COM | 00846U101 | 11,576 | 164,100 | SH | | SOLE | | 164,100 | 0 | 0 |
ALDER BIOPHARMACEUTICALS INC | COM | 014339105 | 27,181 | 1,632,500 | SH | | SOLE | | 1,632,500 | 0 | 0 |
ALDER BIOPHARMACEUTICALS INC | NOTE 2.500% 2/0 | 014339AA3 | 5,362 | 5,000,000 | PRN | | SOLE | | 5,000,000 | 0 | 0 |
ALEXION PHARMACEUTICALS INC | COM | 015351109 | 41,703 | 300,000 | SH | | SOLE | | 300,000 | 0 | 0 |
ALIGN TECHNOLOGY INC | COM | 016255101 | 26,407 | 67,500 | SH | | SOLE | | 67,500 | 0 | 0 |
ALLAKOS INC | COM | 01671P100 | 18,221 | 405,000 | SH | | SOLE | | 405,000 | 0 | 0 |
ALLERGAN PLC | SHS | G0177J108 | 3,365 | 17,665 | SH | | SOLE | | 17,665 | 0 | 0 |
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 17,198 | 196,500 | SH | | SOLE | | 196,500 | 0 | 0 |
AMARIN CORP PLC | SPONS ADR NEW | 023111206 | 70,368 | 4,325,000 | SH | | SOLE | | 4,325,000 | 0 | 0 |
AMICUS THERAPEUTICS INC | COM | 03152W109 | 12,090 | 1,000,000 | SH | | SOLE | | 1,000,000 | 0 | 0 |
ANAPTYSBIO INC | COM | 032724106 | 16,462 | 165,000 | SH | | SOLE | | 165,000 | 0 | 0 |
APTINYX INC | COM | 03836N103 | 8,833 | 305,000 | SH | | SOLE | | 305,000 | 0 | 0 |
ARDELYX INC | COM | 039697107 | 10,986 | 2,525,557 | SH | | SOLE | | 2,525,557 | 0 | 0 |
ARENA PHARMACEUTICALS INC | COM NEW | 040047607 | 17,258 | 375,000 | SH | | SOLE | | 375,000 | 0 | 0 |
ARGENX SE | SPONSORED ADR | 04016X101 | 12,514 | 165,000 | SH | | SOLE | | 165,000 | 0 | 0 |
ARVINAS INC | COM | 04335A105 | 2,531 | 150,000 | SH | | SOLE | | 150,000 | 0 | 0 |
ASCENDIS PHARMA A S | SPONSORED ADR | 04351P101 | 17,254 | 243,500 | SH | | SOLE | | 243,500 | 0 | 0 |
ASSEMBLY BIOSCIENCES INC | COM | 045396108 | 18,199 | 490,000 | SH | | SOLE | | 490,000 | 0 | 0 |
AUDENTES THERAPEUTICS INC | COM | 05070R104 | 16,827 | 425,025 | SH | | SOLE | | 425,025 | 0 | 0 |
AXOGEN INC | COM | 05463X106 | 20,027 | 543,474 | SH | | SOLE | | 543,474 | 0 | 0 |
BAXTER INTL INC | COM | 071813109 | 22,896 | 297,000 | SH | | SOLE | | 297,000 | 0 | 0 |
BEIGENE LTD | SPONSORED ADR | 07725L102 | 37,027 | 215,000 | SH | | SOLE | | 215,000 | 0 | 0 |
BIOCRYST PHARMACEUTICALS | COM | 09058V103 | 5,341 | 700,000 | SH | | SOLE | | 700,000 | 0 | 0 |
BIOGEN INC | COM | 09062X103 | 17,666 | 50,000 | SH | | SOLE | | 50,000 | 0 | 0 |
BIOHAVEN PHARMACTL HLDG CO L | COM | G11196105 | 9,763 | 260,000 | SH | | SOLE | | 260,000 | 0 | 0 |
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 12,121 | 125,000 | SH | | SOLE | | 125,000 | 0 | 0 |
BLUEBIRD BIO INC | COM | 09609G100 | 7,665 | 52,500 | SH | | SOLE | | 52,500 | 0 | 0 |
BLUEPRINT MEDICINES CORP | COM | 09627Y109 | 15,612 | 200,000 | SH | | SOLE | | 200,000 | 0 | 0 |
BOSTON SCIENTIFIC CORP | COM | 101137107 | 30,800 | 800,000 | SH | | SOLE | | 800,000 | 0 | 0 |
CELGENE CORP | COM | 151020104 | 32,252 | 360,400 | SH | | SOLE | | 360,400 | 0 | 0 |
CHIASMA INC | COM | 16706W102 | 1,890 | 525,000 | SH | | SOLE | | 525,000 | 0 | 0 |
CIDARA THERAPEUTICS INC | COM | 171757107 | 1,320 | 300,000 | SH | | SOLE | | 300,000 | 0 | 0 |
CLEARSIDE BIOMEDICAL INC | COM | 185063104 | 5,996 | 975,000 | SH | | SOLE | | 975,000 | 0 | 0 |
CLEMENTIA PHARMACEUTICALS IN | COM | 185575107 | 3,847 | 345,000 | SH | | SOLE | | 345,000 | 0 | 0 |
CLOVIS ONCOLOGY INC | COM | 189464100 | 7,962 | 271,100 | SH | | SOLE | | 271,100 | 0 | 0 |
COHERUS BIOSCIENCES INC | COM | 19249H103 | 11,055 | 670,000 | SH | | SOLE | | 670,000 | 0 | 0 |
COLLEGIUM PHARMACEUTICAL INC | COM | 19459J104 | 24,322 | 1,650,100 | SH | | SOLE | | 1,650,100 | 0 | 0 |
COMPUGEN LTD | ORD | M25722105 | 4,151 | 1,078,165 | SH | | SOLE | | 1,078,165 | 0 | 0 |
CORREVIO PHARMA CORP | COM | 22026V105 | 4,824 | 1,200,000 | SH | | SOLE | | 1,200,000 | 0 | 0 |
CORVUS PHARMACEUTICALS INC | COM | 221015100 | 4,934 | 575,000 | SH | | SOLE | | 575,000 | 0 | 0 |
CYMABAY THERAPEUTICS INC | COM | 23257D103 | 6,799 | 613,604 | SH | | SOLE | | 613,604 | 0 | 0 |
DAVITA INC | COM | 23918K108 | 29,261 | 408,500 | SH | | SOLE | | 408,500 | 0 | 0 |
DERMIRA INC | COM | 24983L104 | 6,540 | 600,000 | SH | | SOLE | | 600,000 | 0 | 0 |
DERMIRA INC | NOTE 3.000% 5/1 | 24983LAB0 | 834 | 1,000,000 | PRN | | SOLE | | 1,000,000 | 0 | 0 |
DYNAVAX TECHNOLOGIES CORP | COM NEW | 268158201 | 3,323 | 268,000 | SH | | SOLE | | 268,000 | 0 | 0 |
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 31,338 | 180,000 | SH | | SOLE | | 180,000 | 0 | 0 |
ELANCO ANIMAL HEALTH INC | COM | 28414H103 | 13,084 | 375,000 | SH | | SOLE | | 375,000 | 0 | 0 |
ENANTA PHARMACEUTICALS INC | COM | 29251M106 | 7,905 | 92,500 | SH | | SOLE | | 92,500 | 0 | 0 |
ENCOMPASS HEALTH CORP | COM | 29261A100 | 52,733 | 676,500 | SH | | SOLE | | 676,500 | 0 | 0 |
ENDOCYTE INC | COM | 29269A102 | 15,096 | 850,000 | SH | | SOLE | | 850,000 | 0 | 0 |
EPIZYME INC | COM | 29428V104 | 13,157 | 1,241,253 | SH | | SOLE | | 1,241,253 | 0 | 0 |
EXACT SCIENCES CORP | COM | 30063P105 | 30,384 | 385,000 | SH | | SOLE | | 385,000 | 0 | 0 |
EXELIXIS INC | COM | 30161Q104 | 10,543 | 595,000 | SH | | SOLE | | 595,000 | 0 | 0 |
FIBROGEN INC | COM | 31572Q808 | 18,590 | 306,000 | SH | | SOLE | | 306,000 | 0 | 0 |
FIVE PRIME THERAPEUTICS INC | COM | 33830X104 | 8,324 | 598,000 | SH | | SOLE | | 598,000 | 0 | 0 |
G1 THERAPEUTICS INC | COM | 3621LQ109 | 12,187 | 233,073 | SH | | SOLE | | 233,073 | 0 | 0 |
GALAPAGOS NV | SPON ADR | 36315X101 | 19,956 | 177,500 | SH | | SOLE | | 177,500 | 0 | 0 |
GLOBAL BLOOD THERAPEUTICS IN | COM | 37890U108 | 5,700 | 150,000 | SH | | SOLE | | 150,000 | 0 | 0 |
GLOBAL CORD BLOOD CORPORATIO | SHS | G39342103 | 6,466 | 925,000 | SH | | SOLE | | 925,000 | 0 | 0 |
GTX INC DEL | COM NEW | 40052B207 | 79 | 50,000 | SH | Call | SOLE | | 50,000 | 0 | 0 |
GW PHARMACEUTICALS PLC | ADS | 36197T103 | 69,096 | 400,000 | SH | | SOLE | | 400,000 | 0 | 0 |
HCA HEALTHCARE INC | COM | 40412C101 | 63,300 | 455,000 | SH | | SOLE | | 455,000 | 0 | 0 |
HERON THERAPEUTICS INC | COM | 427746102 | 16,616 | 525,000 | SH | | SOLE | | 525,000 | 0 | 0 |
HOMOLOGY MEDICINES INC | COM | 438083107 | 10,744 | 470,000 | SH | | SOLE | | 470,000 | 0 | 0 |
IDEXX LABS INC | COM | 45168D104 | 20,847 | 83,500 | SH | | SOLE | | 83,500 | 0 | 0 |
IMMUNOMEDICS INC | COM | 452907108 | 16,143 | 775,000 | SH | | SOLE | | 775,000 | 0 | 0 |
INCYTE CORP | COM | 45337C102 | 24,323 | 352,100 | SH | | SOLE | | 352,100 | 0 | 0 |
INFLARX NV | COM | N44821101 | 6,092 | 177,500 | SH | | SOLE | | 177,500 | 0 | 0 |
INOGEN INC | COM | 45780L104 | 30,759 | 126,000 | SH | | SOLE | | 126,000 | 0 | 0 |
INSMED INC | COM PAR $.01 | 457669307 | 17,996 | 890,000 | SH | | SOLE | | 890,000 | 0 | 0 |
INSMED INC | NOTE 1.750% 1/1 | 457669AA7 | 5,073 | 6,000,000 | PRN | | SOLE | | 6,000,000 | 0 | 0 |
INTERSECT ENT INC | COM | 46071F103 | 13,225 | 460,000 | SH | | SOLE | | 460,000 | 0 | 0 |
INTRA CELLULAR THERAPIES INC | COM | 46116X101 | 4,069 | 187,500 | SH | | SOLE | | 187,500 | 0 | 0 |
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 81,164 | 141,400 | SH | | SOLE | | 141,400 | 0 | 0 |
INVITAE CORP | COM | 46185L103 | 23,422 | 1,400,000 | SH | | SOLE | | 1,400,000 | 0 | 0 |
IRHYTHM TECHNOLOGIES INC | COM | 450056106 | 45,437 | 480,000 | SH | | SOLE | | 480,000 | 0 | 0 |
KURA ONCOLOGY INC | COM | 50127T109 | 7,088 | 405,000 | SH | | SOLE | | 405,000 | 0 | 0 |
LA JOLLA PHARMACEUTICAL CO | COM PAR $.0001 2 | 503459604 | 5,673 | 281,800 | SH | | SOLE | | 281,800 | 0 | 0 |
LOXO ONCOLOGY INC | COM | 548862101 | 34,675 | 202,981 | SH | | SOLE | | 202,981 | 0 | 0 |
MACROGENICS INC | COM | 556099109 | 5,896 | 275,000 | SH | | SOLE | | 275,000 | 0 | 0 |
MADRIGAL PHARMACEUTICALS INC | COM | 558868105 | 73,232 | 342,000 | SH | | SOLE | | 342,000 | 0 | 0 |
MEDICINES CO | COM | 584688105 | 20,638 | 690,000 | SH | | SOLE | | 690,000 | 0 | 0 |
MEDICINES CO | NOTE 2.500% 1/1 | 584688AE5 | 3,231 | 3,000,000 | PRN | | SOLE | | 3,000,000 | 0 | 0 |
MEDICINES CO | NOTE 2.750% 7/1 | 584688AG0 | 4,560 | 5,000,000 | PRN | | SOLE | | 5,000,000 | 0 | 0 |
MENLO THERAPEUTICS INC | COM | 586858102 | 3,251 | 330,000 | SH | | SOLE | | 330,000 | 0 | 0 |
MERSANA THERAPEUTICS INC | COM | 59045L106 | 10,000 | 1,000,000 | SH | | SOLE | | 1,000,000 | 0 | 0 |
MIRATI THERAPEUTICS INC | COM | 60468T105 | 11,304 | 240,000 | SH | | SOLE | | 240,000 | 0 | 0 |
MOLINA HEALTHCARE INC | COM | 60855R100 | 81,042 | 545,000 | SH | | SOLE | | 545,000 | 0 | 0 |
MOMENTA PHARMACEUTICALS INC | COM | 60877T100 | 12,493 | 475,000 | SH | | SOLE | | 475,000 | 0 | 0 |
MYOVANT SCIENCES LTD | COM | G637AM102 | 9,226 | 347,500 | SH | | SOLE | | 347,500 | 0 | 0 |
NABRIVA THERAPEUTICS PLC | SHS | G63637105 | 4,860 | 1,800,000 | SH | | SOLE | | 1,800,000 | 0 | 0 |
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 79,303 | 645,000 | SH | | SOLE | | 645,000 | 0 | 0 |
NEUROCRINE BIOSCIENCES INC | NOTE 2.250% 5/1 | 64125CAD1 | 1,707 | 1,000,000 | PRN | | SOLE | | 1,000,000 | 0 | 0 |
NOVAVAX INC | COM | 670002104 | 6,110 | 3,250,000 | SH | | SOLE | | 3,250,000 | 0 | 0 |
NOVOCURE LTD | ORD SHS | G6674U108 | 1,310 | 25,000 | SH | | SOLE | | 25,000 | 0 | 0 |
OBSEVA SA | COM | H5861P103 | 20,194 | 1,120,000 | SH | | SOLE | | 1,120,000 | 0 | 0 |
ODONATE THERAPEUTICS INC | COM | 676079106 | 8,453 | 435,500 | SH | | SOLE | | 435,500 | 0 | 0 |
PACIRA PHARMACEUTICALS INC | COM | 695127100 | 63,525 | 1,292,479 | SH | | SOLE | | 1,292,479 | 0 | 0 |
PACIRA PHARMACEUTICALS INC | NOTE 2.375% 4/0 | 695127AD2 | 1,060 | 1,000,000 | PRN | | SOLE | | 1,000,000 | 0 | 0 |
PARATEK PHARMACEUTICALS INC | COM | 699374302 | 4,365 | 450,000 | SH | | SOLE | | 450,000 | 0 | 0 |
PENUMBRA INC | COM | 70975L107 | 35,209 | 235,200 | SH | | SOLE | | 235,200 | 0 | 0 |
PORTOLA PHARMACEUTICALS INC | COM | 737010108 | 8,623 | 323,800 | SH | | SOLE | | 323,800 | 0 | 0 |
PRA HEALTH SCIENCES INC | COM | 69354M108 | 31,762 | 288,247 | SH | | SOLE | | 288,247 | 0 | 0 |
PUMA BIOTECHNOLOGY INC | COM | 74587V107 | 22,356 | 487,600 | SH | | SOLE | | 487,600 | 0 | 0 |
RA PHARMACEUTICALS INC | COM | 74933V108 | 13,568 | 750,000 | SH | | SOLE | | 750,000 | 0 | 0 |
RADIUS HEALTH INC | COM NEW | 750469207 | 22,562 | 1,267,500 | SH | | SOLE | | 1,267,500 | 0 | 0 |
RADIUS HEALTH INC | NOTE 3.000% 9/0 | 750469AA6 | 1,153 | 1,500,000 | PRN | | SOLE | | 1,500,000 | 0 | 0 |
RESTORBIO INC | COM | 76133L103 | 6,056 | 400,000 | SH | | SOLE | | 400,000 | 0 | 0 |
RETROPHIN INC | COM | 761299106 | 11,492 | 400,000 | SH | | SOLE | | 400,000 | 0 | 0 |
RHYTHM PHARMACEUTICALS INC | COM | 76243J105 | 6,272 | 215,000 | SH | | SOLE | | 215,000 | 0 | 0 |
RIGEL PHARMACEUTICALS INC | COM NEW | 766559603 | 13,241 | 4,125,000 | SH | | SOLE | | 4,125,000 | 0 | 0 |
RTI SURGICAL INC | COM | 74975N105 | 8,775 | 1,950,000 | SH | | SOLE | | 1,950,000 | 0 | 0 |
SAGE THERAPEUTICS INC | COM | 78667J108 | 6,921 | 49,000 | SH | | SOLE | | 49,000 | 0 | 0 |
SAREPTA THERAPEUTICS INC | COM | 803607100 | 50,149 | 310,500 | SH | | SOLE | | 310,500 | 0 | 0 |
SCYNEXIS INC | COM | 811292101 | 984 | 820,000 | SH | | SOLE | | 820,000 | 0 | 0 |
SERES THERAPEUTICS INC | COM | 81750R102 | 1,670 | 220,000 | SH | | SOLE | | 220,000 | 0 | 0 |
SOLID BIOSCIENCES INC | COM | 83422E105 | 4,482 | 95,000 | SH | | SOLE | | 95,000 | 0 | 0 |
SPARK THERAPEUTICS INC | COM | 84652J103 | 29,321 | 537,500 | SH | | SOLE | | 537,500 | 0 | 0 |
SPERO THERAPEUTICS INC | COM | 84833T103 | 5,518 | 525,000 | SH | | SOLE | | 525,000 | 0 | 0 |
STRYKER CORP | COM | 863667101 | 31,805 | 179,000 | SH | | SOLE | | 179,000 | 0 | 0 |
TELEFLEX INC | COM | 879369106 | 32,995 | 124,000 | SH | | SOLE | | 124,000 | 0 | 0 |
TESARO INC | COM | 881569107 | 28,672 | 735,000 | SH | | SOLE | | 735,000 | 0 | 0 |
THERAVANCE BIOPHARMA INC | NOTE 3.250%11/0 | 88339KAA0 | 1,770 | 1,500,000 | PRN | | SOLE | | 1,500,000 | 0 | 0 |
THERAVANCE BIOPHARMA INC | COM | G8807B106 | 17,969 | 550,000 | SH | | SOLE | | 550,000 | 0 | 0 |
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 23,432 | 96,000 | SH | | SOLE | | 96,000 | 0 | 0 |
TRANSLATE BIO INC | COM | 89374L104 | 10,092 | 1,009,179 | SH | | SOLE | | 1,009,179 | 0 | 0 |
ULTRAGENYX PHARMACEUTICAL IN | COM | 90400D108 | 15,268 | 200,000 | SH | | SOLE | | 200,000 | 0 | 0 |
UNITEDHEALTH GROUP INC | COM | 91324P102 | 156,724 | 589,098 | SH | | SOLE | | 589,098 | 0 | 0 |
UROVANT SCIENCES LTD | SHS | G9381B108 | 1,200 | 100,000 | SH | | SOLE | | 100,000 | 0 | 0 |
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 37,777 | 196,000 | SH | | SOLE | | 196,000 | 0 | 0 |
VIKING THERAPEUTICS INC | COM | 92686J106 | 3,484 | 200,000 | SH | | SOLE | | 200,000 | 0 | 0 |
WELLCARE HEALTH PLANS INC | COM | 94946T106 | 75,475 | 235,500 | SH | | SOLE | | 235,500 | 0 | 0 |
WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 19,755 | 160,000 | SH | | SOLE | | 160,000 | 0 | 0 |
WRIGHT MED GROUP N V | ORD SHS 0.03 PAR | N96617118 | 29,020 | 1,000,000 | SH | | SOLE | | 1,000,000 | 0 | 0 |
ZAI LAB LTD | ADR | 98887Q104 | 6,818 | 350,000 | SH | | SOLE | | 350,000 | 0 | 0 |
ZIMMER BIOMET HLDGS INC | COM | 98956P102 | 29,581 | 225,000 | SH | | SOLE | | 225,000 | 0 | 0 |
ZOGENIX INC | COM NEW | 98978L204 | 11,656 | 235,000 | SH | | SOLE | | 235,000 | 0 | 0 |