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 |
|
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 LABS | COM | 002824100 | 18,021 | 207,469 | SH | SOLE | 0 | 0 | 207,469 | ||
ABBVIE INC | COM | 00287Y109 | 18,593 | 210,000 | SH | SOLE | 0 | 0 | 210,000 | ||
ABEONA THERAPEUTICS INC | COM | 00289Y107 | 3,270 | 1,000,000 | SH | SOLE | 0 | 0 | 1,000,000 | ||
ABIOMED INC | COM | 003654100 | 14,841 | 87,000 | SH | SOLE | 0 | 0 | 87,000 | ||
ACCELERON PHARMA INC | COM | 00434H108 | 5,302 | 100,000 | SH | SOLE | 0 | 0 | 100,000 | ||
ADVERUM BIOTECHNOLOGIES INC | COM | 00773U108 | 7,488 | 650,000 | SH | SOLE | 0 | 0 | 650,000 | ||
AERIE PHARMACEUTICALS INC | COM | 00771V108 | 16,919 | 700,000 | SH | SOLE | 0 | 0 | 700,000 | ||
AGIOS PHARMACEUTICALS INC | COM | 00847X104 | 7,640 | 160,000 | SH | SOLE | 0 | 0 | 160,000 | ||
AIMMUNE THERAPEUTICS INC | COM | 00900T107 | 5,021 | 150,000 | SH | SOLE | 0 | 0 | 150,000 | ||
ALEXION PHARMACEUTICALS INC | COM | 015351109 | 15,284 | 141,319 | SH | SOLE | 0 | 0 | 141,319 | ||
ALKERMES PLC | SHS | G01767105 | 7,548 | 370,000 | SH | SOLE | 0 | 0 | 370,000 | ||
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 6,993 | 60,715 | SH | SOLE | 0 | 0 | 60,715 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 214 | 160 | SH | SOLE | 0 | 0 | 160 | ||
AMARIN CORP PLC | SPONS ADR NEW | 023111206 | 8,576 | 400,000 | SH | SOLE | 0 | 0 | 400,000 | ||
ANHEUSER-BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 230 | 2,806 | SH | SOLE | 0 | 0 | 2,806 | ||
ANTHEM INC | COM | 036752103 | 18,726 | 62,000 | SH | SOLE | 0 | 0 | 62,000 | ||
APELLIS PHARMACEUTICALS INC | COM | 03753U106 | 2,450 | 80,000 | SH | SOLE | 0 | 0 | 80,000 | ||
ARENA PHARMACEUTICALS INC | COM NEW | 040047607 | 9,992 | 220,000 | SH | SOLE | 0 | 0 | 220,000 | ||
AXONICS MODULATION TECH INC | COM | 05465P101 | 9,144 | 330,000 | SH | SOLE | 0 | 0 | 330,000 | ||
BECTON DICKINSON & CO | COM | 075887109 | 9,247 | 34,000 | SH | SOLE | 0 | 0 | 34,000 | ||
BEIGENE LTD | SPONSORED ADR | 07725L102 | 3,315 | 20,000 | SH | SOLE | 0 | 0 | 20,000 | ||
BIOGEN INC | COM | 09062X103 | 5,935 | 20,000 | SH | SOLE | 0 | 0 | 20,000 | ||
BIOHAVEN PHARMACTL HLDG CO L | COM | G11196105 | 6,805 | 125,000 | SH | SOLE | 0 | 0 | 125,000 | ||
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 17,756 | 210,000 | SH | SOLE | 0 | 0 | 210,000 | ||
BLUEBIRD BIO INC | COM | 09609G100 | 5,002 | 57,000 | SH | SOLE | 0 | 0 | 57,000 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 20,424 | 451,668 | SH | SOLE | 0 | 0 | 451,668 | ||
BRISTOL MYERS SQUIBB CO | COM | 110122108 | 21,825 | 340,000 | SH | SOLE | 0 | 0 | 340,000 | ||
CELLECTIS S A | SPONSORED ADR | 15117K103 | 2,476 | 144,604 | SH | SOLE | 0 | 0 | 144,604 | ||
CENTENE CORP DEL | COM | 15135B101 | 8,802 | 140,000 | SH | SOLE | 0 | 0 | 140,000 | ||
CHEVRON CORP | COM | 166764100 | 358 | 2,974 | SH | SOLE | 0 | 0 | 2,974 | ||
CIGNA CORP NEW | COM | 125523100 | 19,427 | 95,000 | SH | SOLE | 0 | 0 | 95,000 | ||
COOPER COS INC | COM NEW | 216648402 | 6,426 | 20,000 | SH | SOLE | 0 | 0 | 20,000 | ||
CVS HEALTH CORP | COM | 126650100 | 10,416 | 140,214 | SH | SOLE | 0 | 0 | 140,214 | ||
DERMIRA INC | COM | 24983L104 | 12,128 | 800,000 | SH | SOLE | 0 | 0 | 800,000 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 301 | 2,083 | SH | SOLE | 0 | 0 | 2,083 | ||
DYNAVAX TECHNOLOGIES CORP | COM NEW | 268158201 | 6,178 | 1,080,000 | SH | SOLE | 0 | 0 | 1,080,000 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 8,865 | 38,000 | SH | SOLE | 0 | 0 | 38,000 | ||
EPIZYME INC | COM | 29428V104 | 10,455 | 425,000 | SH | SOLE | 0 | 0 | 425,000 | ||
ESPERION THERAPEUTICS INC NE | COM | 29664W105 | 39,356 | 660,000 | SH | SOLE | 0 | 0 | 660,000 | ||
EXACT SCIENCES CORP | COM | 30063P105 | 9,895 | 107,000 | SH | SOLE | 0 | 0 | 107,000 | ||
EXXON MOBIL CORP | COM | 30231G102 | 269 | 3,854 | SH | SOLE | 0 | 0 | 3,854 | ||
FIBROGEN INC | COM | 31572Q808 | 11,795 | 275,000 | SH | SOLE | 0 | 0 | 275,000 | ||
FORD MTR CO DEL | COM | 345370860 | 271 | 29,164 | SH | SOLE | 0 | 0 | 29,164 | ||
G1 THERAPEUTICS INC | COM | 3621LQ109 | 6,962 | 263,400 | SH | SOLE | 0 | 0 | 263,400 | ||
GLAUKOS CORP | COM | 377322102 | 12,800 | 235,000 | SH | SOLE | 0 | 0 | 235,000 | ||
GUARDANT HEALTH INC | COM | 40131M109 | 12,133 | 155,268 | SH | SOLE | 0 | 0 | 155,268 | ||
HALLIBURTON CO | COM | 406216101 | 203 | 8,299 | SH | SOLE | 0 | 0 | 8,299 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 10,347 | 70,000 | SH | SOLE | 0 | 0 | 70,000 | ||
HORIZON THERAPEUTICS PUB LTD | SHS | G46188101 | 28,055 | 775,000 | SH | SOLE | 0 | 0 | 775,000 | ||
HUMANA INC | COM | 444859102 | 24,557 | 67,000 | SH | SOLE | 0 | 0 | 67,000 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 297 | 2,215 | SH | SOLE | 0 | 0 | 2,215 | ||
IMMUNOMEDICS INC | COM | 452907108 | 14,812 | 700,000 | SH | SOLE | 0 | 0 | 700,000 | ||
INCYTE CORP | COM | 45337C102 | 5,676 | 65,000 | SH | SOLE | 0 | 0 | 65,000 | ||
INTERCEPT PHARMACEUTICALS IN | COM | 45845P108 | 4,957 | 40,000 | SH | SOLE | 0 | 0 | 40,000 | ||
INTRA CELLULAR THERAPIES INC | COM | 46116X101 | 17,155 | 500,000 | SH | SOLE | 0 | 0 | 500,000 | ||
INTUITIVE SURGICAL INC | COM | 46120E602 | 7,094 | 12,000 | SH | SOLE | 0 | 0 | 12,000 | ||
IOVANCE BIOTHERAPEUTICS INC | COM | 462260100 | 13,148 | 475,000 | SH | SOLE | 0 | 0 | 475,000 | ||
JANUS HENDERSON GROUP PLC | ORD SHS | G4474Y214 | 260 | 10,645 | SH | SOLE | 0 | 0 | 10,645 | ||
JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 15,048 | 100,805 | SH | SOLE | 0 | 0 | 100,805 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 292 | 2,095 | SH | SOLE | 0 | 0 | 2,095 | ||
LILLY ELI & CO | COM | 532457108 | 14,647 | 111,446 | SH | SOLE | 0 | 0 | 111,446 | ||
LIVANOVA PLC | SHS | G5509L101 | 15,086 | 200,000 | SH | SOLE | 0 | 0 | 200,000 | ||
MACROGENICS INC | COM | 556099109 | 11,533 | 1,060,000 | SH | SOLE | 0 | 0 | 1,060,000 | ||
MEDTRONIC PLC | SHS | G5960L103 | 14,185 | 125,030 | SH | SOLE | 0 | 0 | 125,030 | ||
MEIRAGTX HOLDINGS PLC | COM | G59665102 | 3,830 | 191,300 | SH | SOLE | 0 | 0 | 191,300 | ||
MERCK & CO INC | COM | 58933Y105 | 14,552 | 160,000 | SH | SOLE | 0 | 0 | 160,000 | ||
MIRATI THERAPEUTICS INC | COM | 60468T105 | 16,108 | 125,000 | SH | SOLE | 0 | 0 | 125,000 | ||
MOMENTA PHARMACEUTICALS INC | COM | 60877T100 | 3,513 | 178,073 | SH | SOLE | 0 | 0 | 178,073 | ||
MYOKARDIA INC | COM | 62857M105 | 15,306 | 210,000 | SH | SOLE | 0 | 0 | 210,000 | ||
NANOSTRING TECHNOLOGIES INC | COM | 63009R109 | 3,895 | 140,000 | SH | SOLE | 0 | 0 | 140,000 | ||
NEKTAR THERAPEUTICS | COM | 640268108 | 23,744 | 1,100,000 | SH | SOLE | 0 | 0 | 1,100,000 | ||
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 12,899 | 120,000 | SH | SOLE | 0 | 0 | 120,000 | ||
NORTONLIFELOCK INC | COM | 668771108 | 224 | 8,761 | SH | SOLE | 0 | 0 | 8,761 | ||
NOVOCURE LTD | ORD SHS | G6674U108 | 29,495 | 350,000 | SH | SOLE | 0 | 0 | 350,000 | ||
OMNICELL INC | COM | 68213N109 | 7,763 | 95,000 | SH | SOLE | 0 | 0 | 95,000 | ||
PIERIS PHARMACEUTICALS INC | COM | 720795103 | 1,086 | 300,000 | SH | SOLE | 0 | 0 | 300,000 | ||
QUALCOMM INC | COM | 747525103 | 299 | 3,391 | SH | SOLE | 0 | 0 | 3,391 | ||
RADIUS HEALTH INC | COM NEW | 750469207 | 3,427 | 170,000 | SH | SOLE | 0 | 0 | 170,000 | ||
REGENERON PHARMACEUTICALS | COM | 75886F107 | 10,138 | 27,000 | SH | SOLE | 0 | 0 | 27,000 | ||
REGENXBIO INC | COM | 75901B107 | 3,073 | 75,000 | SH | SOLE | 0 | 0 | 75,000 | ||
REVANCE THERAPEUTICS INC | COM | 761330109 | 4,058 | 250,000 | SH | SOLE | 0 | 0 | 250,000 | ||
RIGEL PHARMACEUTICALS INC | COM NEW | 766559603 | 4,066 | 1,900,000 | SH | SOLE | 0 | 0 | 1,900,000 | ||
SAGE THERAPEUTICS INC | COM | 78667J108 | 3,610 | 50,000 | SH | SOLE | 0 | 0 | 50,000 | ||
SANGAMO THERAPEUTICS INC | COM | 800677106 | 5,859 | 700,000 | SH | SOLE | 0 | 0 | 700,000 | ||
SEATTLE GENETICS INC | COM | 812578102 | 13,711 | 120,000 | SH | SOLE | 0 | 0 | 120,000 | ||
SILK ROAD MEDICAL INC | COM | 82710M100 | 8,455 | 209,381 | SH | SOLE | 0 | 0 | 209,381 | ||
STEMLINE THERAPEUTICS INC | COM | 85858C107 | 8,081 | 760,181 | SH | SOLE | 0 | 0 | 760,181 | ||
UNIQURE NV | SHS | N90064101 | 4,300 | 60,000 | SH | SOLE | 0 | 0 | 60,000 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 17,051 | 58,000 | SH | SOLE | 0 | 0 | 58,000 | ||
WELLS FARGO CO NEW | COM | 949746101 | 284 | 5,272 | SH | SOLE | 0 | 0 | 5,272 | ||
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 35,032 | 160,000 | SH | SOLE | 0 | 0 | 160,000 | ||
VIEWRAY INC | COM | 92672L107 | 3,165 | 750,000 | SH | SOLE | 0 | 0 | 750,000 | ||
VIKING THERAPEUTICS INC | COM | 92686J106 | 1,604 | 200,000 | SH | SOLE | 0 | 0 | 200,000 | ||
XENCOR INC | COM | 98401F105 | 10,661 | 310,000 | SH | SOLE | 0 | 0 | 310,000 |