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 |
ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 | 27,112 | 925,000 | SH | | SOLE | | 925,000 | 0 | 0 |
ACHILLION PHARMACEUTICALS IN | COM | 00448Q201 | 7,992 | 2,700,000 | SH | | SOLE | | 2,700,000 | 0 | 0 |
ACLARIS THERAPEUTICS INC | COM | 00461U105 | 10,183 | 1,700,000 | SH | | SOLE | | 1,700,000 | 0 | 0 |
ADAPTIMMUNE THERAPEUTICS PLC | SPONDS ADR | 00653A107 | 3,440 | 800,000 | SH | | SOLE | | 800,000 | 0 | 0 |
AEGLEA BIOTHERAPEUTICS INC | COM | 00773J103 | 6,440 | 800,000 | SH | | SOLE | | 800,000 | 0 | 0 |
AGILENT TECHNOLOGIES INC | COM | 00846U101 | 14,693 | 182,800 | SH | | SOLE | | 182,800 | 0 | 0 |
AGIOS PHARMACEUTICALS INC | COM | 00847X104 | 7,924 | 117,500 | SH | | SOLE | | 117,500 | 0 | 0 |
ALDER BIOPHARMACEUTICALS INC | COM | 014339105 | 21,294 | 1,560,000 | SH | | SOLE | | 1,560,000 | 0 | 0 |
ALDER BIOPHARMACEUTICALS INC | NOTE 2.500% 2/0 | 014339AA3 | 4,798 | 5,000,000 | PRN | | SOLE | | 5,000,000 | 0 | 0 |
ALEXION PHARMACEUTICALS INC | COM | 015351109 | 32,781 | 242,500 | SH | | SOLE | | 242,500 | 0 | 0 |
ALIGN TECHNOLOGY INC | COM | 016255101 | 29,855 | 105,000 | SH | | SOLE | | 105,000 | 0 | 0 |
ALLAKOS INC | COM | 01671P100 | 16,362 | 404,000 | SH | | SOLE | | 404,000 | 0 | 0 |
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 21,821 | 233,500 | SH | | SOLE | | 233,500 | 0 | 0 |
AMARIN CORP PLC | SPONS ADR NEW | 023111206 | 93,939 | 4,525,000 | SH | | SOLE | | 4,525,000 | 0 | 0 |
AMICUS THERAPEUTICS INC | COM | 03152W109 | 13,600 | 1,000,000 | SH | | SOLE | | 1,000,000 | 0 | 0 |
ANAPTYSBIO INC | COM | 032724106 | 12,419 | 170,000 | SH | | SOLE | | 170,000 | 0 | 0 |
ANTHEM INC | COM | 036752103 | 5,740 | 20,000 | SH | | SOLE | | 20,000 | 0 | 0 |
ARDELYX INC | COM | 039697107 | 5,600 | 2,000,000 | SH | | SOLE | | 2,000,000 | 0 | 0 |
ARGENX SE | SPONSORED ADR | 04016X101 | 22,683 | 181,700 | SH | | SOLE | | 181,700 | 0 | 0 |
ARVINAS INC | COM | 04335A105 | 2,214 | 150,000 | SH | | SOLE | | 150,000 | 0 | 0 |
ASCENDIS PHARMA A S | SPONSORED ADR | 04351P101 | 25,129 | 213,500 | SH | | SOLE | | 213,500 | 0 | 0 |
ASSEMBLY BIOSCIENCES INC | COM | 045396108 | 8,861 | 450,000 | SH | | SOLE | | 450,000 | 0 | 0 |
AUDENTES THERAPEUTICS INC | COM | 05070R104 | 20,388 | 522,500 | SH | | SOLE | | 522,500 | 0 | 0 |
AXOGEN INC | COM | 05463X106 | 12,720 | 603,970 | SH | | SOLE | | 603,970 | 0 | 0 |
AXONICS MODULATION TECH INC | COM | 05465P101 | 9,580 | 400,000 | SH | | SOLE | | 400,000 | 0 | 0 |
BAXTER INTL INC | COM | 071813109 | 24,450 | 300,700 | SH | | SOLE | | 300,700 | 0 | 0 |
BEIGENE LTD | SPONSORED ADR | 07725L102 | 28,354 | 214,800 | SH | | SOLE | | 214,800 | 0 | 0 |
BIOCRYST PHARMACEUTICALS | COM | 09058V103 | 5,698 | 700,000 | SH | | SOLE | | 700,000 | 0 | 0 |
BIOGEN INC | COM | 09062X103 | 23,047 | 97,500 | SH | Call | SOLE | | 97,500 | 0 | 0 |
BIOHAVEN PHARMACTL HLDG CO L | COM | G11196105 | 13,382 | 260,000 | SH | | SOLE | | 260,000 | 0 | 0 |
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 11,992 | 135,000 | SH | | SOLE | | 135,000 | 0 | 0 |
BLUEBIRD BIO INC | COM | 09609G100 | 7,080 | 45,000 | SH | | SOLE | | 45,000 | 0 | 0 |
BLUEPRINT MEDICINES CORP | COM | 09627Y109 | 22,014 | 275,000 | SH | | SOLE | | 275,000 | 0 | 0 |
BOSTON SCIENTIFIC CORP | COM | 101137107 | 37,229 | 970,000 | SH | | SOLE | | 970,000 | 0 | 0 |
CELGENE CORP | COM | 151020104 | 17,467 | 185,150 | SH | | SOLE | | 185,150 | 0 | 0 |
CHIASMA INC | COM | 16706W102 | 3,380 | 650,000 | SH | | SOLE | | 650,000 | 0 | 0 |
CIGNA CORP NEW | COM | 125523100 | 14,474 | 90,000 | SH | | SOLE | | 90,000 | 0 | 0 |
CLEMENTIA PHARMACEUTICALS IN | COM | 185575107 | 7,178 | 275,000 | SH | | SOLE | | 275,000 | 0 | 0 |
CLOVIS ONCOLOGY INC | COM | 189464100 | 6,354 | 256,000 | SH | | SOLE | | 256,000 | 0 | 0 |
COHERUS BIOSCIENCES INC | COM | 19249H103 | 9,139 | 670,000 | SH | | SOLE | | 670,000 | 0 | 0 |
COLLEGIUM PHARMACEUTICAL INC | COM | 19459J104 | 23,889 | 1,577,893 | SH | | SOLE | | 1,577,893 | 0 | 0 |
COMPUGEN LTD | ORD | M25722105 | 4,554 | 1,100,000 | SH | | SOLE | | 1,100,000 | 0 | 0 |
CORREVIO PHARMA CORP | COM | 22026V105 | 3,792 | 1,200,000 | SH | | SOLE | | 1,200,000 | 0 | 0 |
CORVUS PHARMACEUTICALS INC | COM | 221015100 | 1,608 | 400,000 | SH | | SOLE | | 400,000 | 0 | 0 |
COVETRUS INC | COM | 22304C100 | 20,703 | 650,000 | SH | | SOLE | | 650,000 | 0 | 0 |
CYMABAY THERAPEUTICS INC | COM | 23257D103 | 9,495 | 715,000 | SH | | SOLE | | 715,000 | 0 | 0 |
DERMIRA INC | COM | 24983L104 | 10,501 | 775,000 | SH | | SOLE | | 775,000 | 0 | 0 |
DERMIRA INC | NOTE 3.000% 5/1 | 24983LAB0 | 888 | 1,000,000 | PRN | | SOLE | | 1,000,000 | 0 | 0 |
DYNAVAX TECHNOLOGIES CORP | COM NEW | 268158201 | 2,778 | 380,000 | SH | | SOLE | | 380,000 | 0 | 0 |
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 35,109 | 183,500 | SH | | SOLE | | 183,500 | 0 | 0 |
ENCOMPASS HEALTH CORP | COM | 29261A100 | 46,720 | 800,000 | SH | | SOLE | | 800,000 | 0 | 0 |
EPIZYME INC | COM | 29428V104 | 21,724 | 1,753,375 | SH | | SOLE | | 1,753,375 | 0 | 0 |
EXACT SCIENCES CORP | COM | 30063P105 | 34,388 | 397,000 | SH | | SOLE | | 397,000 | 0 | 0 |
FIBROGEN INC | COM | 31572Q808 | 16,631 | 306,000 | SH | | SOLE | | 306,000 | 0 | 0 |
FIVE PRIME THERAPEUTICS INC | COM | 33830X104 | 6,767 | 505,000 | SH | | SOLE | | 505,000 | 0 | 0 |
FRESHPET INC | COM | 358039105 | 9,938 | 235,000 | SH | | SOLE | | 235,000 | 0 | 0 |
GALAPAGOS NV | SPON ADR | 36315X101 | 19,434 | 165,000 | SH | | SOLE | | 165,000 | 0 | 0 |
GLOBAL BLOOD THERAPEUTICS IN | COM | 37890U108 | 12,968 | 245,000 | SH | | SOLE | | 245,000 | 0 | 0 |
GLOBAL CORD BLOOD CORPORATIO | SHS | G39342103 | 6,494 | 925,000 | SH | | SOLE | | 925,000 | 0 | 0 |
GUARDANT HEALTH INC | COM | 40131M109 | 13,806 | 180,000 | SH | | SOLE | | 180,000 | 0 | 0 |
GW PHARMACEUTICALS PLC | ADS | 36197T103 | 117,999 | 700,000 | SH | | SOLE | | 700,000 | 0 | 0 |
HCA HEALTHCARE INC | COM | 40412C101 | 59,323 | 455,000 | SH | | SOLE | | 455,000 | 0 | 0 |
HERON THERAPEUTICS INC | COM | 427746102 | 8,554 | 350,000 | SH | | SOLE | | 350,000 | 0 | 0 |
HOMOLOGY MEDICINES INC | COM | 438083107 | 10,260 | 370,000 | SH | | SOLE | | 370,000 | 0 | 0 |
IDEXX LABS INC | COM | 45168D104 | 26,877 | 120,200 | SH | | SOLE | | 120,200 | 0 | 0 |
IMMUNOMEDICS INC | COM | 452907108 | 15,368 | 800,000 | SH | | SOLE | | 800,000 | 0 | 0 |
INCYTE CORP | COM | 45337C102 | 26,861 | 312,300 | SH | | SOLE | | 312,300 | 0 | 0 |
INFLARX NV | COM | N44821101 | 8,503 | 225,000 | SH | | SOLE | | 225,000 | 0 | 0 |
INSMED INC | COM PAR $.01 | 457669307 | 24,710 | 850,000 | SH | | SOLE | | 850,000 | 0 | 0 |
INSMED INC | NOTE 1.750% 1/1 | 457669AA7 | 6,082 | 6,000,000 | PRN | | SOLE | | 6,000,000 | 0 | 0 |
INTERSECT ENT INC | COM | 46071F103 | 14,950 | 465,000 | SH | | SOLE | | 465,000 | 0 | 0 |
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 87,013 | 152,500 | SH | | SOLE | | 152,500 | 0 | 0 |
INVITAE CORP | COM | 46185L103 | 26,933 | 1,150,000 | SH | | SOLE | | 1,150,000 | 0 | 0 |
IRHYTHM TECHNOLOGIES INC | COM | 450056106 | 37,451 | 499,615 | SH | | SOLE | | 499,615 | 0 | 0 |
KALEIDO BIOSCIENCES INC | COM | 483347100 | 1,451 | 100,050 | SH | | SOLE | | 100,050 | 0 | 0 |
LA JOLLA PHARMACEUTICAL CO | COM PAR $.0001 2 | 503459604 | 1,783 | 277,236 | SH | | SOLE | | 277,236 | 0 | 0 |
MACROGENICS INC | COM | 556099109 | 5,394 | 300,000 | SH | | SOLE | | 300,000 | 0 | 0 |
MADRIGAL PHARMACEUTICALS INC | COM | 558868105 | 31,973 | 255,250 | SH | | SOLE | | 255,250 | 0 | 0 |
MEDICINES CO | COM | 584688105 | 20,387 | 729,400 | SH | | SOLE | | 729,400 | 0 | 0 |
MEDICINES CO | NOTE 2.500% 1/1 | 584688AE5 | 3,013 | 3,000,000 | PRN | | SOLE | | 3,000,000 | 0 | 0 |
MEDICINES CO | NOTE 2.750% 7/1 | 584688AG0 | 4,231 | 5,000,000 | PRN | | SOLE | | 5,000,000 | 0 | 0 |
MERSANA THERAPEUTICS INC | COM | 59045L106 | 7,364 | 1,400,000 | SH | | SOLE | | 1,400,000 | 0 | 0 |
MIRATI THERAPEUTICS INC | COM | 60468T105 | 13,194 | 180,000 | SH | | SOLE | | 180,000 | 0 | 0 |
MOLINA HEALTHCARE INC | COM | 60855R100 | 29,457 | 207,500 | SH | | SOLE | | 207,500 | 0 | 0 |
MOMENTA PHARMACEUTICALS INC | COM | 60877T100 | 5,812 | 400,000 | SH | | SOLE | | 400,000 | 0 | 0 |
MYOVANT SCIENCES LTD | COM | G637AM102 | 8,295 | 347,500 | SH | | SOLE | | 347,500 | 0 | 0 |
NABRIVA THERAPEUTICS PLC | SHS | G63637105 | 3,904 | 1,600,000 | SH | | SOLE | | 1,600,000 | 0 | 0 |
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 74,400 | 844,500 | SH | | SOLE | | 844,500 | 0 | 0 |
NEUROCRINE BIOSCIENCES INC | NOTE 2.250% 5/1 | 64125CAD1 | 1,354 | 1,000,000 | PRN | | SOLE | | 1,000,000 | 0 | 0 |
NEVRO CORP | COM | 64157F103 | 2,169 | 34,700 | SH | | SOLE | | 34,700 | 0 | 0 |
NOVAVAX INC | COM | 670002104 | 1,790 | 3,250,000 | SH | | SOLE | | 3,250,000 | 0 | 0 |
NOVOCURE LTD | ORD SHS | G6674U108 | 9,393 | 195,000 | SH | | SOLE | | 195,000 | 0 | 0 |
OBSEVA SA | COM | H5861P103 | 14,325 | 1,120,000 | SH | | SOLE | | 1,120,000 | 0 | 0 |
ODONATE THERAPEUTICS INC | COM | 676079106 | 9,839 | 445,000 | SH | | SOLE | | 445,000 | 0 | 0 |
PACIRA PHARMACEUTICALS INC | COM | 695127100 | 47,575 | 1,250,000 | SH | | SOLE | | 1,250,000 | 0 | 0 |
PACIRA PHARMACEUTICALS INC | NOTE 2.375% 4/0 | 695127AD2 | 987 | 1,000,000 | PRN | | SOLE | | 1,000,000 | 0 | 0 |
PARATEK PHARMACEUTICALS INC | COM | 699374302 | 2,412 | 450,000 | SH | | SOLE | | 450,000 | 0 | 0 |
PENUMBRA INC | COM | 70975L107 | 33,077 | 225,000 | SH | | SOLE | | 225,000 | 0 | 0 |
PHASEBIO PHARMACEUTICALS INC | COM | 717224109 | 10,841 | 1,140,000 | SH | | SOLE | | 1,140,000 | 0 | 0 |
PORTOLA PHARMACEUTICALS INC | COM | 737010108 | 30,363 | 875,000 | SH | | SOLE | | 875,000 | 0 | 0 |
PRA HEALTH SCIENCES INC | COM | 69354M108 | 26,470 | 240,000 | SH | | SOLE | | 240,000 | 0 | 0 |
PROTEOSTASIS THERAPEUTICS IN | COM | 74373B109 | 504 | 400,000 | SH | | SOLE | | 400,000 | 0 | 0 |
PUMA BIOTECHNOLOGY INC | COM | 74587V107 | 17,766 | 458,000 | SH | | SOLE | | 458,000 | 0 | 0 |
RA PHARMACEUTICALS INC | COM | 74933V108 | 18,010 | 804,000 | SH | | SOLE | | 804,000 | 0 | 0 |
RADIUS HEALTH INC | COM NEW | 750469207 | 23,430 | 1,175,000 | SH | | SOLE | | 1,175,000 | 0 | 0 |
RADIUS HEALTH INC | NOTE 3.000% 9/0 | 750469AA6 | 1,249 | 1,500,000 | PRN | | SOLE | | 1,500,000 | 0 | 0 |
RESTORBIO INC | COM | 76133L103 | 2,728 | 400,000 | SH | | SOLE | | 400,000 | 0 | 0 |
RETROPHIN INC | COM | 761299106 | 18,783 | 830,000 | SH | | SOLE | | 830,000 | 0 | 0 |
RHYTHM PHARMACEUTICALS INC | COM | 76243J105 | 5,934 | 216,500 | SH | | SOLE | | 216,500 | 0 | 0 |
RIGEL PHARMACEUTICALS INC | COM NEW | 766559603 | 10,794 | 4,200,000 | SH | | SOLE | | 4,200,000 | 0 | 0 |
RTI SURGICAL HOLDINGS INC | COM | 74975N105 | 11,720 | 1,950,000 | SH | | SOLE | | 1,950,000 | 0 | 0 |
SAGE THERAPEUTICS INC | COM | 78667J108 | 14,712 | 92,500 | SH | | SOLE | | 92,500 | 0 | 0 |
SAREPTA THERAPEUTICS INC | COM | 803607100 | 39,869 | 334,500 | SH | | SOLE | | 334,500 | 0 | 0 |
SEATTLE GENETICS INC | COM | 812578102 | 17,724 | 242,000 | SH | | SOLE | | 242,000 | 0 | 0 |
SOLID BIOSCIENCES INC | COM | 83422E105 | 552 | 60,000 | SH | | SOLE | | 60,000 | 0 | 0 |
SPARK THERAPEUTICS INC | COM | 84652J103 | 61,211 | 537,500 | SH | | SOLE | | 537,500 | 0 | 0 |
SPERO THERAPEUTICS INC | COM | 84833T103 | 6,725 | 525,000 | SH | | SOLE | | 525,000 | 0 | 0 |
STRYKER CORP | COM | 863667101 | 35,356 | 179,000 | SH | | SOLE | | 179,000 | 0 | 0 |
TELEFLEX INC | COM | 879369106 | 39,281 | 130,000 | SH | | SOLE | | 130,000 | 0 | 0 |
THERAVANCE BIOPHARMA INC | NOTE 3.250%11/0 | 88339KAA0 | 1,457 | 1,500,000 | PRN | | SOLE | | 1,500,000 | 0 | 0 |
THERAVANCE BIOPHARMA INC | COM | G8807B106 | 12,469 | 550,000 | SH | | SOLE | | 550,000 | 0 | 0 |
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 22,171 | 81,000 | SH | | SOLE | | 81,000 | 0 | 0 |
TRANSLATE BIO INC | COM | 89374L104 | 10,284 | 1,009,179 | SH | | SOLE | | 1,009,179 | 0 | 0 |
ULTRAGENYX PHARMACEUTICAL IN | COM | 90400D108 | 40,229 | 580,000 | SH | | SOLE | | 580,000 | 0 | 0 |
UNITEDHEALTH GROUP INC | COM | 91324P102 | 146,131 | 591,000 | SH | | SOLE | | 591,000 | 0 | 0 |
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 37,342 | 203,000 | SH | | SOLE | | 203,000 | 0 | 0 |
WELLCARE HEALTH PLANS INC | COM | 94946T106 | 86,320 | 320,000 | SH | | SOLE | | 320,000 | 0 | 0 |
WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 13,775 | 125,000 | SH | | SOLE | | 125,000 | 0 | 0 |
WRIGHT MED GROUP N V | ORD SHS | N96617118 | 28,953 | 920,608 | SH | | SOLE | | 920,608 | 0 | 0 |
ZAI LAB LTD | ADR | 98887Q104 | 12,199 | 413,400 | SH | | SOLE | | 413,400 | 0 | 0 |
ZOGENIX INC | COM NEW | 98978L204 | 12,927 | 235,000 | SH | | SOLE | | 235,000 | 0 | 0 |