| 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 |
| Abbott Laboratories | COM | 002824100 | 20,749 | 259,552 | SH | | SOLE | | 0 | 0 | 259,552 |
| AbbVie Inc | COM | 00287Y109 | 4,835 | 60,000 | SH | | SOLE | | 0 | 0 | 60,000 |
| Abeona Therapeutics Inc Reg | COM | 00289Y107 | 4,778 | 649,123 | SH | | SOLE | | 0 | 0 | 649,123 |
| Abiomed Inc | COM | 003654100 | 26,415 | 92,493 | SH | | SOLE | | 0 | 0 | 92,493 |
| Acceleron Pharma Inc Reg | COM | 00434H108 | 3,260 | 70,000 | SH | | SOLE | | 0 | 0 | 70,000 |
| Achillion Pharmaceuticals Inc | COM | 00448Q201 | 822 | 277,800 | SH | | SOLE | | 0 | 0 | 277,800 |
| Adverum Biotechnologies Inc | COM | 00773U108 | 627 | 119,673 | SH | | SOLE | | 0 | 0 | 119,673 |
| Aerie Pharmaceuticals Inc | COM | 00771V108 | 12,350 | 260,000 | SH | | SOLE | | 0 | 0 | 260,000 |
| Agios Pharmaceuticals Inc | COM | 00847X104 | 8,566 | 127,012 | SH | | SOLE | | 0 | 0 | 127,012 |
| Aimmune Therapeutics Inc Reg | COM | 00900T107 | 3,335 | 149,201 | SH | | SOLE | | 0 | 0 | 149,201 |
| Alexion Pharmaceuticals Inc | COM | 015351109 | 18,447 | 136,466 | SH | | SOLE | | 0 | 0 | 136,466 |
| Alkermes Plc | SHS | G01767105 | 4,393 | 120,399 | SH | | SOLE | | 0 | 0 | 120,399 |
| Allergan Plc | SHS | G0177J108 | 12,972 | 88,600 | SH | | SOLE | | 0 | 0 | 88,600 |
| Alnylam Pharmaceuticals Inc | COM | 02043Q107 | 8,555 | 91,550 | SH | | SOLE | | 0 | 0 | 91,550 |
| Alphabet Inc A | CAP STK CL A | 02079K305 | 209 | 178 | SH | | SOLE | | 0 | 0 | 178 |
| Amarin Corp Plc spons ADR repr 1 Share | SPONSORED ADR NEW | 023111206 | 7,698 | 370,800 | SH | | SOLE | | 0 | 0 | 370,800 |
| AmerisourceBergen Corp | COM | 03073E105 | 9,266 | 116,520 | SH | | SOLE | | 0 | 0 | 116,520 |
| Anheuser-Busch InBev SA ADR spons repr 1 Share | SPONSORED ADR | 03524A108 | 318 | 3,788 | SH | | SOLE | | 0 | 0 | 3,788 |
| Anthem Inc | COM | 036752103 | 21,135 | 73,645 | SH | | SOLE | | 0 | 0 | 73,645 |
| Arena Pharmaceuticals Inc Reg | COM NEW | 040047607 | 10,515 | 234,558 | SH | | SOLE | | 0 | 0 | 234,558 |
| Array BioPharma Inc | COM | 04269X105 | 14,800 | 607,070 | SH | | SOLE | | 0 | 0 | 607,070 |
| Becton Dickinson & Co | COM | 075887109 | 18,730 | 75,000 | SH | | SOLE | | 0 | 0 | 75,000 |
| BioMarin Pharmaceutical Inc | COM | 09061G101 | 20,568 | 231,549 | SH | | SOLE | | 0 | 0 | 231,549 |
| Bluebird Bio Inc | COM | 09609G100 | 8,653 | 55,000 | SH | | SOLE | | 0 | 0 | 55,000 |
| Boston Scientific Corp | COM | 101137107 | 14,120 | 367,908 | SH | | SOLE | | 0 | 0 | 367,908 |
| Bristol Myers Squibb Co | COM | 110122108 | 10,973 | 230,000 | SH | | SOLE | | 0 | 0 | 230,000 |
| Celgene Corp | COM | 151020104 | 6,198 | 65,698 | SH | | SOLE | | 0 | 0 | 65,698 |
| Centene Corp | COM | 15135B101 | 10,620 | 200,000 | SH | | SOLE | | 0 | 0 | 200,000 |
| Chevron Corp | COM | 166764100 | 460 | 3,733 | SH | | SOLE | | 0 | 0 | 3,733 |
| Chimerix Inc | COM | 16934W106 | 145 | 68,832 | SH | | SOLE | | 0 | 0 | 68,832 |
| Cigna Corp Reg | COM | 125523100 | 25,682 | 159,691 | SH | | SOLE | | 0 | 0 | 159,691 |
| Coherus BioSciences Inc | COM | 19249H103 | 6,153 | 451,131 | SH | | SOLE | | 0 | 0 | 451,131 |
| CVS Health Corp | COM | 126650100 | 19,084 | 353,868 | SH | | SOLE | | 0 | 0 | 353,868 |
| Dermira Inc Reg | COM | 24983L104 | 6,779 | 500,329 | SH | | SOLE | | 0 | 0 | 500,329 |
| Diplomat Pharmacy Inc Reg | COM | 25456K101 | 6,992 | 1,203,405 | SH | | SOLE | | 0 | 0 | 1,203,405 |
| Dynavax Technologies Corp | COM NEW | 268158201 | 2,083 | 285,000 | SH | | SOLE | | 0 | 0 | 285,000 |
| Edwards Lifesciences Corp | COM | 28176E108 | 5,087 | 26,585 | SH | | SOLE | | 0 | 0 | 26,585 |
| Eli Lilly & Co | COM | 532457108 | 12,807 | 98,695 | SH | | SOLE | | 0 | 0 | 98,695 |
| Epizyme Inc Reg | COM | 29428V104 | 734 | 59,205 | SH | | SOLE | | 0 | 0 | 59,205 |
| Esperion Therapeutics Inc | COM | 29664W105 | 19,263 | 479,767 | SH | | SOLE | | 0 | 0 | 479,767 |
| Exact Sciences Corp Reg | COM | 30063P105 | 8,662 | 100,000 | SH | | SOLE | | 0 | 0 | 100,000 |
| Exelixis Inc | COM | 30161Q104 | 10,234 | 430,000 | SH | | SOLE | | 0 | 0 | 430,000 |
| Exxon Mobil Corp | COM | 30231G102 | 494 | 6,111 | SH | | SOLE | | 0 | 0 | 6,111 |
| FibroGen Inc | COM | 31572Q808 | 10,299 | 189,491 | SH | | SOLE | | 0 | 0 | 189,491 |
| Flexion Therapeutics Inc | COM | 33938J106 | 1,463 | 117,265 | SH | | SOLE | | 0 | 0 | 117,265 |
| Ford Motor Co | COM | 345370860 | 285 | 32,405 | SH | | SOLE | | 0 | 0 | 32,405 |
| G1 Therapeutics Inc Reg | COM | 3621LQ109 | 3,522 | 212,169 | SH | | SOLE | | 0 | 0 | 212,169 |
| Glaukos Corp | COM | 377322102 | 18,462 | 235,579 | SH | | SOLE | | 0 | 0 | 235,579 |
| Halliburton Co (Hg Co) | COM | 406216101 | 270 | 9,221 | SH | | SOLE | | 0 | 0 | 9,221 |
| Horizon Pharma Plc | SHS | G4617B105 | 24,843 | 939,973 | SH | | SOLE | | 0 | 0 | 939,973 |
| Humana Inc | COM | 444859102 | 20,482 | 77,000 | SH | | SOLE | | 0 | 0 | 77,000 |
| IBM Corp | COM | 459200101 | 347 | 2,461 | SH | | SOLE | | 0 | 0 | 2,461 |
| Immunomedics Inc | COM | 452907108 | 11,840 | 616,367 | SH | | SOLE | | 0 | 0 | 616,367 |
| Incyte Corp Ltd | COM | 45337C102 | 8,601 | 100,000 | SH | | SOLE | | 0 | 0 | 100,000 |
| Intra-Cellular Therapies Inc | COM | 46116X101 | 11,569 | 949,833 | SH | | SOLE | | 0 | 0 | 949,833 |
| Iovance Biotherapeutics Inc Reg | COM | 462260100 | 8,365 | 879,600 | SH | | SOLE | | 0 | 0 | 879,600 |
| Janus Henderson Group Plc Reg | ORD SHS | G4474Y214 | 295 | 11,828 | SH | | SOLE | | 0 | 0 | 11,828 |
| Jazz Pharmaceuticals Plc | SHS USD | G50871105 | 26,756 | 187,171 | SH | | SOLE | | 0 | 0 | 187,171 |
| JPMorgan Chase & Co | COM | 46625H100 | 278 | 2,747 | SH | | SOLE | | 0 | 0 | 2,747 |
| Livanova Plc | SHS | G5509L101 | 23,398 | 240,600 | SH | | SOLE | | 0 | 0 | 240,600 |
| Macrogenics Inc | COM | 556099109 | 17,390 | 967,186 | SH | | SOLE | | 0 | 0 | 967,186 |
| Madrigal Pharmaceuticals Inc Reg | COM | 558868105 | 3,410 | 27,225 | SH | | SOLE | | 0 | 0 | 27,225 |
| Medicines Co | COM | 584688105 | 3,634 | 130,000 | SH | | SOLE | | 0 | 0 | 130,000 |
| Medtronic Plc Reg | SHS | G5960L103 | 15,378 | 168,842 | SH | | SOLE | | 0 | 0 | 168,842 |
| Microsoft Corp | COM | 594918104 | 340 | 2,887 | SH | | SOLE | | 0 | 0 | 2,887 |
| Mirati Therapeutics Inc Reg | COM | 60468T105 | 9,316 | 127,093 | SH | | SOLE | | 0 | 0 | 127,093 |
| MyoKardia Inc Reg | COM | 62857M105 | 11,699 | 225,024 | SH | | SOLE | | 0 | 0 | 225,024 |
| NanoString Technologies Inc Reg | COM | 63009R109 | 2,872 | 120,000 | SH | | SOLE | | 0 | 0 | 120,000 |
| Nektar Therapeutics | COM | 640268108 | 24,677 | 734,445 | SH | | SOLE | | 0 | 0 | 734,445 |
| Neurocrine Biosciences Inc | COM | 64125C109 | 15,602 | 177,091 | SH | | SOLE | | 0 | 0 | 177,091 |
| NovoCure Ltd Reg | ORD SHS | G6674U108 | 21,900 | 454,647 | SH | | SOLE | | 0 | 0 | 454,647 |
| Omnicell Inc | COM | 68213N109 | 8,114 | 100,375 | SH | | SOLE | | 0 | 0 | 100,375 |
| Pfizer Inc | COM | 717081103 | 213 | 5,009 | SH | | SOLE | | 0 | 0 | 5,009 |
| Pieris Pharmaceuticals Inc Reg | COM | 720795103 | 1,005 | 300,000 | SH | | SOLE | | 0 | 0 | 300,000 |
| Qiagen NV Reg | SHS NEW | N72482123 | 2,435 | 60,000 | SH | | SOLE | | 0 | 0 | 60,000 |
| Qualcomm Inc | COM | 747525103 | 369 | 6,476 | SH | | SOLE | | 0 | 0 | 6,476 |
| Ra Pharmaceuticals Inc Reg | COM | 74933V108 | 3,360 | 150,000 | SH | | SOLE | | 0 | 0 | 150,000 |
| Regeneron Pharmaceuticals Inc | COM | 75886F107 | 6,570 | 16,000 | SH | | SOLE | | 0 | 0 | 16,000 |
| Revance Therapeutics Inc | COM | 761330109 | 3,045 | 193,181 | SH | | SOLE | | 0 | 0 | 193,181 |
| Rigel Pharmaceuticals Inc | COM NEW | 766559603 | 5,821 | 2,264,942 | SH | | SOLE | | 0 | 0 | 2,264,942 |
| Sage Therapeutics Inc | COM | 78667J108 | 8,213 | 51,639 | SH | | SOLE | | 0 | 0 | 51,639 |
| Sangamo Therapeutics Inc Reg | COM | 800677106 | 8,051 | 843,957 | SH | | SOLE | | 0 | 0 | 843,957 |
| Seattle Genetics Inc Reg | COM | 812578102 | 11,030 | 150,598 | SH | | SOLE | | 0 | 0 | 150,598 |
| Sunesis Pharmaceuticals Inc Reg | COM PAR | 867328700 | 458 | 377,244 | SH | | SOLE | | 0 | 0 | 377,244 |
| Symantec Corp | COM | 871503108 | 224 | 9,734 | SH | | SOLE | | 0 | 0 | 9,734 |
| The Walt Disney Co | COM DISNEY | 254687106 | 387 | 3,483 | SH | | SOLE | | 0 | 0 | 3,483 |
| Thermo Fisher Scientific Inc | COM | 883556102 | 8,212 | 30,000 | SH | | SOLE | | 0 | 0 | 30,000 |
| United Health Group Inc | COM | 91324P102 | 30,512 | 123,400 | SH | | SOLE | | 0 | 0 | 123,400 |
| Walgreens Boots Alliance Inc | COM | 931427108 | 9,174 | 145,000 | SH | | SOLE | | 0 | 0 | 145,000 |
| Wells Fargo & Co | COM | 949746101 | 283 | 5,858 | SH | | SOLE | | 0 | 0 | 5,858 |
| Vertex Pharmaceuticals Inc | COM | 92532F100 | 26,562 | 144,400 | SH | | SOLE | | 0 | 0 | 144,400 |
| ViewRay Inc Reg | COM | 92672L107 | 4,907 | 664,023 | SH | | SOLE | | 0 | 0 | 664,023 |
| Xencor Inc | COM | 98401F105 | 10,124 | 325,965 | SH | | SOLE | | 0 | 0 | 325,965 |
