| 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 | 21,828 | 259,552 | SH | | SOLE | | 0 | 0 | 259,552 |
| Abeona Therapeutics Inc Reg | COM | 00289Y107 | 3,103 | 649,123 | SH | | SOLE | | 0 | 0 | 649,123 |
| Abiomed Inc | COM | 003654100 | 24,200 | 92,900 | SH | | SOLE | | 0 | 0 | 92,900 |
| Acceleron Pharma Inc Reg | COM | 00434H108 | 2,876 | 70,000 | SH | | SOLE | | 0 | 0 | 70,000 |
| Achillion Pharmaceuticals Inc | COM | 00448Q201 | 745 | 277,800 | SH | | SOLE | | 0 | 0 | 277,800 |
| Adverum Biotechnologies Inc | COM | 00773U108 | 1,423 | 119,673 | SH | | SOLE | | 0 | 0 | 119,673 |
| Aerie Pharmaceuticals Inc | COM | 00771V108 | 7,683 | 260,000 | SH | | SOLE | | 0 | 0 | 260,000 |
| Agios Pharmaceuticals Inc | COM | 00847X104 | 9,976 | 200,000 | SH | | SOLE | | 0 | 0 | 200,000 |
| Aimmune Therapeutics Inc Reg | COM | 00900T107 | 3,106 | 149,201 | SH | | SOLE | | 0 | 0 | 149,201 |
| Alexion Pharmaceuticals Inc | COM | 015351109 | 26,591 | 203,017 | SH | | SOLE | | 0 | 0 | 203,017 |
| Alkermes Plc | SHS | G01767105 | 2,714 | 120,399 | SH | | SOLE | | 0 | 0 | 120,399 |
| Alnylam Pharmaceuticals Inc | COM | 02043Q107 | 5,917 | 81,550 | SH | | SOLE | | 0 | 0 | 81,550 |
| Amarin Corp Plc spons ADR repr 1 Share | SPONS ADR NEW | 023111206 | 6,802 | 350,800 | SH | | SOLE | | 0 | 0 | 350,800 |
| AmerisourceBergen Corp | COM | 03073E105 | 12,066 | 141,520 | SH | | SOLE | | 0 | 0 | 141,520 |
| Anheuser-Busch InBev SA ADR spons repr 1 Share | SPONSORED ADR | 03524A108 | 302 | 3,409 | SH | | SOLE | | 0 | 0 | 3,409 |
| Anthem Inc | COM | 036752103 | 25,399 | 90,000 | SH | | SOLE | | 0 | 0 | 90,000 |
| Arena Pharmaceuticals Inc Reg | COM | 040047607 | 9,967 | 170,000 | SH | | SOLE | | 0 | 0 | 170,000 |
| Becton Dickinson & Co | COM | 075887109 | 20,161 | 80,000 | SH | | SOLE | | 0 | 0 | 80,000 |
| BioMarin Pharmaceutical Inc | COM | 09061G101 | 24,098 | 281,349 | SH | | SOLE | | 0 | 0 | 281,349 |
| Bluebird Bio Inc | COM | 09609G100 | 8,904 | 70,000 | SH | | SOLE | | 0 | 0 | 70,000 |
| Boston Scientific Corp | COM | 101137107 | 16,672 | 387,908 | SH | | SOLE | | 0 | 0 | 387,908 |
| Bristol Myers Squibb Co | COM | 110122108 | 15,346 | 338,386 | SH | | SOLE | | 0 | 0 | 338,386 |
| Centene Corp | COM | 15135B101 | 15,470 | 295,000 | SH | | SOLE | | 0 | 0 | 295,000 |
| Chevron Corp | COM | 166764100 | 370 | 2,974 | SH | | SOLE | | 0 | 0 | 2,974 |
| Cigna Corp Reg | COM | 125523100 | 15,155 | 96,191 | SH | | SOLE | | 0 | 0 | 96,191 |
| Coherus BioSciences Inc | COM | 19249H103 | 8,619 | 390,000 | SH | | SOLE | | 0 | 0 | 390,000 |
| CVS Health Corp | COM | 126650100 | 18,732 | 343,768 | SH | | SOLE | | 0 | 0 | 343,768 |
| Dermira Inc Reg | COM | 24983L104 | 4,783 | 500,329 | SH | | SOLE | | 0 | 0 | 500,329 |
| Diplomat Pharmacy Inc Reg | COM | 25456K101 | 7,329 | 1,203,405 | SH | | SOLE | | 0 | 0 | 1,203,405 |
| Dynavax Technologies Corp | COM NEW | 268158201 | 4,925 | 1,234,335 | SH | | SOLE | | 0 | 0 | 1,234,335 |
| Edwards Lifesciences Corp | COM | 28176E108 | 5,835 | 31,585 | SH | | SOLE | | 0 | 0 | 31,585 |
| Eli Lilly & Co | COM | 532457108 | 17,726 | 160,000 | SH | | SOLE | | 0 | 0 | 160,000 |
| Epizyme Inc Reg | COM | 29428V104 | 6,196 | 493,679 | SH | | SOLE | | 0 | 0 | 493,679 |
| Esperion Therapeutics Inc | COM | 29664W105 | 19,171 | 412,093 | SH | | SOLE | | 0 | 0 | 412,093 |
| Exact Sciences Corp Reg | COM | 30063P105 | 10,624 | 90,000 | SH | | SOLE | | 0 | 0 | 90,000 |
| Exelixis Inc | COM | 30161Q104 | 9,830 | 460,000 | SH | | SOLE | | 0 | 0 | 460,000 |
| Exxon Mobil Corp | COM | 30231G102 | 295 | 3,854 | SH | | SOLE | | 0 | 0 | 3,854 |
| FibroGen Inc | COM | 31572Q808 | 15,697 | 347,439 | SH | | SOLE | | 0 | 0 | 347,439 |
| Ford Motor Co | COM | 345370860 | 298 | 29,164 | SH | | SOLE | | 0 | 0 | 29,164 |
| G1 Therapeutics Inc Reg | COM | 3621LQ109 | 8,409 | 274,274 | SH | | SOLE | | 0 | 0 | 274,274 |
| Glaukos Corp | COM | 377322102 | 17,788 | 235,911 | SH | | SOLE | | 0 | 0 | 235,911 |
| HCA Healthcare Inc | COM | 40412C101 | 18,405 | 136,164 | SH | | SOLE | | 0 | 0 | 136,164 |
| HMS Holdings Corp Reg | COM | 40425J101 | 3,239 | 100,000 | SH | | SOLE | | 0 | 0 | 100,000 |
| Horizon Therapeutics Plc | COM | 440407104 | 26,169 | 1,087,656 | SH | | SOLE | | 0 | 0 | 1,087,656 |
| Humana Inc | COM | 444859102 | 27,857 | 105,000 | SH | | SOLE | | 0 | 0 | 105,000 |
| IBM Corp | COM | 459200101 | 305 | 2,215 | SH | | SOLE | | 0 | 0 | 2,215 |
| Immunomedics Inc | COM | 452907108 | 11,808 | 851,367 | SH | | SOLE | | 0 | 0 | 851,367 |
| Incyte Corp Ltd | COM | 45337C102 | 8,496 | 100,000 | SH | | SOLE | | 0 | 0 | 100,000 |
| Intercept Pharmaceuticals Inc | COM | 45845P108 | 2,992 | 37,600 | SH | | SOLE | | 0 | 0 | 37,600 |
| Intra-Cellular Therapies Inc | COM | 46116X101 | 12,329 | 949,833 | SH | | SOLE | | 0 | 0 | 949,833 |
| Iovance Biotherapeutics Inc Reg | COM | 462260100 | 18,407 | 750,700 | SH | | SOLE | | 0 | 0 | 750,700 |
| Janus Henderson Group Plc Reg | ORD SHS | G4474Y214 | 228 | 10,645 | SH | | SOLE | | 0 | 0 | 10,645 |
| Jazz Pharmaceuticals Plc | SHS USD | G50871105 | 26,683 | 187,171 | SH | | SOLE | | 0 | 0 | 187,171 |
| JPMorgan Chase & Co | COM | 46625H100 | 276 | 2,472 | SH | | SOLE | | 0 | 0 | 2,472 |
| Livanova Plc | SHS | G5509L101 | 10,794 | 150,000 | SH | | SOLE | | 0 | 0 | 150,000 |
| Macrogenics Inc | COM | 556099109 | 14,546 | 857,169 | SH | | SOLE | | 0 | 0 | 857,169 |
| Madrigal Pharmaceuticals Inc Reg | COM | 558868105 | 3,902 | 37,225 | SH | | SOLE | | 0 | 0 | 37,225 |
| Medicines Co | COM | 584688105 | 7,294 | 200,000 | SH | | SOLE | | 0 | 0 | 200,000 |
| Medtronic Plc Reg | SHS | G5960L103 | 15,863 | 162,883 | SH | | SOLE | | 0 | 0 | 162,883 |
| Microsoft Corp | COM | 594918104 | 205 | 1,532 | SH | | SOLE | | 0 | 0 | 1,532 |
| Mirati Therapeutics Inc Reg | COM | 60468T105 | 18,747 | 182,008 | SH | | SOLE | | 0 | 0 | 182,008 |
| MyoKardia Inc Reg | COM | 62857M105 | 11,283 | 225,024 | SH | | SOLE | | 0 | 0 | 225,024 |
| NanoString Technologies Inc Reg | COM | 63009R109 | 3,642 | 120,000 | SH | | SOLE | | 0 | 0 | 120,000 |
| Nektar Therapeutics | COM | 640268108 | 25,796 | 725,000 | SH | | SOLE | | 0 | 0 | 725,000 |
| Neurocrine Biosciences Inc | COM | 64125C109 | 15,197 | 180,000 | SH | | SOLE | | 0 | 0 | 180,000 |
| NovoCure Ltd Reg | ORD SHS | G6674U108 | 23,136 | 365,899 | SH | | SOLE | | 0 | 0 | 365,899 |
| Omnicell Inc | COM | 68213N109 | 8,635 | 100,375 | SH | | SOLE | | 0 | 0 | 100,375 |
| Pieris Pharmaceuticals Inc Reg | COM | 720795103 | 1,410 | 300,000 | SH | | SOLE | | 0 | 0 | 300,000 |
| Qiagen NV Reg | SHS NEW | N72482123 | 2,438 | 60,000 | SH | | SOLE | | 0 | 0 | 60,000 |
| Qualcomm Inc | COM | 747525103 | 258 | 3,391 | SH | | SOLE | | 0 | 0 | 3,391 |
| Ra Pharmaceuticals Inc Reg | COM | 74933V108 | 6,886 | 229,000 | SH | | SOLE | | 0 | 0 | 229,000 |
| Regeneron Pharmaceuticals Inc | COM | 75886F107 | 14,089 | 45,014 | SH | | SOLE | | 0 | 0 | 45,014 |
| Revance Therapeutics Inc | COM | 761330109 | 2,506 | 193,181 | SH | | SOLE | | 0 | 0 | 193,181 |
| Rigel Pharmaceuticals Inc | COM NEW | 766559603 | 5,911 | 2,264,942 | SH | | SOLE | | 0 | 0 | 2,264,942 |
| Sage Therapeutics Inc | COM | 78667J108 | 3,962 | 21,639 | SH | | SOLE | | 0 | 0 | 21,639 |
| Sangamo Therapeutics Inc Reg | COM | 800677106 | 8,551 | 793,957 | SH | | SOLE | | 0 | 0 | 793,957 |
| Seattle Genetics Inc Reg | COM | 812578102 | 9,369 | 135,374 | SH | | SOLE | | 0 | 0 | 135,374 |
| Spark Therapeutics Inc | COM | 84652J103 | 1,024 | 10,000 | SH | | SOLE | | 0 | 0 | 10,000 |
| Stemline Therapeutics Inc Reg | COM | 85858C107 | 7,568 | 493,999 | SH | | SOLE | | 0 | 0 | 493,999 |
| Sunesis Pharmaceuticals Inc Reg | COM PAR | 867328700 | 274 | 377,244 | SH | | SOLE | | 0 | 0 | 377,244 |
| The Walt Disney Co | COM DISNEY | 254687106 | 291 | 2,083 | SH | | SOLE | | 0 | 0 | 2,083 |
| Thermo Fisher Scientific Inc | COM | 883556102 | 8,752 | 29,800 | SH | | SOLE | | 0 | 0 | 29,800 |
| United Health Group Inc | COM | 91324P102 | 25,621 | 105,000 | SH | | SOLE | | 0 | 0 | 105,000 |
| Wells Fargo & Co | COM | 949746101 | 249 | 5,272 | SH | | SOLE | | 0 | 0 | 5,272 |
| Vertex Pharmaceuticals Inc | COM | 92532F100 | 33,968 | 185,232 | SH | | SOLE | | 0 | 0 | 185,232 |
| ViewRay Inc Reg | COM | 92672L107 | 5,850 | 664,023 | SH | | SOLE | | 0 | 0 | 664,023 |
| Viking Therapeutics Inc Reg | COM | 92686J106 | 2,419 | 291,499 | SH | | SOLE | | 0 | 0 | 291,499 |
| Xencor Inc | COM | 98401F105 | 13,089 | 319,792 | SH | | SOLE | | 0 | 0 | 319,792 |
