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 |
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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 | 16,915 | 185,000 | SH | SOLE | 0 | 0 | 185,000 | ||
ABBVIE INC | COM | 00287Y109 | 29,454 | 300,000 | SH | SOLE | 0 | 0 | 300,000 | ||
ABEONA THERAPEUTICS INC | COM | 00289Y107 | 2,696 | 925,000 | SH | SOLE | 0 | 0 | 925,000 | ||
ABIOMED INC | COM | 003654100 | 16,426 | 68,000 | SH | SOLE | 0 | 0 | 68,000 | ||
ACCELERON PHARMA INC | COM | 00434H108 | 14,767 | 155,000 | SH | SOLE | 0 | 0 | 155,000 | ||
ADVERUM BIOTECHNOLOGIES INC | COM | 00773U108 | 10,440 | 500,000 | SH | SOLE | 0 | 0 | 500,000 | ||
AERIE PHARMACEUTICALS INC | COM | 00771V108 | 8,708 | 590,000 | SH | SOLE | 0 | 0 | 590,000 | ||
AGIOS PHARMACEUTICALS INC | COM | 00847X104 | 4,813 | 90,000 | SH | SOLE | 0 | 0 | 90,000 | ||
AIMMUNE THERAPEUTICS INC | COM | 00900T107 | 4,762 | 285,000 | SH | SOLE | 0 | 0 | 285,000 | ||
ALEXION PHARMACEUTICALS INC | COM | 015351109 | 21,326 | 190,000 | SH | SOLE | 0 | 0 | 190,000 | ||
ALKERMES PLC | SHS | G01767105 | 6,016 | 310,000 | SH | SOLE | 0 | 0 | 310,000 | ||
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 9,197 | 62,095 | SH | SOLE | 0 | 0 | 62,095 | ||
AMARIN CORP PLC | SPONS ADR NEW | 023111206 | 3,633 | 525,000 | SH | SOLE | 0 | 0 | 525,000 | ||
ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 | 138 | 2,806 | SH | SOLE | 0 | 0 | 2,806 | ||
ANTHEM INC | COM | 036752103 | 17,094 | 65,000 | SH | SOLE | 0 | 0 | 65,000 | ||
APELLIS PHARMACEUTICALS INC | COM | 03753U106 | 5,389 | 165,000 | SH | SOLE | 0 | 0 | 165,000 | ||
ARENA PHARMACEUTICALS INC | COM NEW | 040047607 | 13,268 | 210,778 | SH | SOLE | 0 | 0 | 210,778 | ||
AXONICS MODULATION TECH INC | COM | 05465P101 | 16,502 | 470,000 | SH | SOLE | 0 | 0 | 470,000 | ||
BAXTER INTL INC | COM | 071813109 | 8,180 | 95,000 | SH | SOLE | 0 | 0 | 95,000 | ||
BECTON DICKINSON & CO | COM | 075887109 | 5,025 | 21,000 | SH | SOLE | 0 | 0 | 21,000 | ||
BIOGEN INC | COM | 09062X103 | 4,548 | 17,000 | SH | SOLE | 0 | 0 | 17,000 | ||
BIOHAVEN PHARMACTL HLDG CO L | COM | G11196105 | 15,353 | 210,000 | SH | SOLE | 0 | 0 | 210,000 | ||
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 23,435 | 190,000 | SH | SOLE | 0 | 0 | 190,000 | ||
BLUEBIRD BIO INC | COM | 09609G100 | 6,580 | 107,797 | SH | SOLE | 0 | 0 | 107,797 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 14,395 | 410,000 | SH | SOLE | 0 | 0 | 410,000 | ||
BRISTOL MYERS SQUIBB CO | COM | 110122108 | 22,344 | 380,000 | SH | SOLE | 0 | 0 | 380,000 | ||
CELLECTIS S A | SPONS ADS | 15117K103 | 2,574 | 144,604 | SH | SOLE | 0 | 0 | 144,604 | ||
CENTENE CORP DEL | COM | 15135B101 | 14,895 | 234,378 | SH | SOLE | 0 | 0 | 234,378 | ||
CHEVRON CORP | COM | 166764100 | 265 | 2,974 | SH | SOLE | 0 | 0 | 2,974 | ||
CIGNA CORP NEW | COM | 125523100 | 20,642 | 110,000 | SH | SOLE | 0 | 0 | 110,000 | ||
COOPER COS INC | COM NEW | 216648402 | 11,346 | 40,000 | SH | SOLE | 0 | 0 | 40,000 | ||
CVS HEALTH CORP | COM | 126650100 | 14,748 | 227,000 | SH | SOLE | 0 | 0 | 227,000 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 149 | 1,338 | SH | SOLE | 0 | 0 | 1,338 | ||
DYNAVAX TECHNOLOGIES CORP | COM NEW | 268158201 | 8,209 | 925,534 | SH | SOLE | 0 | 0 | 925,534 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 8,293 | 120,000 | SH | SOLE | 0 | 0 | 120,000 | ||
EPIZYME INC | COM | 29428V104 | 4,256 | 265,000 | SH | SOLE | 0 | 0 | 265,000 | ||
ESPERION THERAPEUTICS INC NE | COM | 29664W105 | 21,807 | 425,000 | SH | SOLE | 0 | 0 | 425,000 | ||
EXACT SCIENCES CORP | COM | 30063P105 | 6,955 | 80,000 | SH | SOLE | 0 | 0 | 80,000 | ||
EXXON MOBIL CORP | COM | 30231G102 | 241 | 5,388 | SH | SOLE | 0 | 0 | 5,388 | ||
FIBROGEN INC | COM | 31572Q808 | 5,877 | 145,000 | SH | SOLE | 0 | 0 | 145,000 | ||
FORD MTR CO DEL | COM | 345370860 | 177 | 29,164 | SH | SOLE | 0 | 0 | 29,164 | ||
G1 THERAPEUTICS INC | COM | 3621LQ109 | 4,609 | 190,000 | SH | SOLE | 0 | 0 | 190,000 | ||
GILEAD SCIENCES INC | COM | 375558103 | 17,696 | 230,000 | SH | SOLE | 0 | 0 | 230,000 | ||
GLAUKOS CORP | COM | 377322102 | 5,379 | 140,000 | SH | SOLE | 0 | 0 | 140,000 | ||
GUARDANT HEALTH INC | COM | 40131M109 | 15,009 | 185,000 | SH | SOLE | 0 | 0 | 185,000 | ||
HALLIBURTON CO | COM | 406216101 | 108 | 8,299 | SH | SOLE | 0 | 0 | 8,299 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 7,280 | 75,000 | SH | SOLE | 0 | 0 | 75,000 | ||
HORIZON THERAPEUTICS PUB LTD | SHS | G46188101 | 41,685 | 750,000 | SH | SOLE | 0 | 0 | 750,000 | ||
HUMANA INC | COM | 444859102 | 21,326 | 55,000 | SH | SOLE | 0 | 0 | 55,000 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 192 | 1,587 | SH | SOLE | 0 | 0 | 1,587 | ||
IMMUNOMEDICS INC | COM | 452907108 | 16,302 | 460,000 | SH | SOLE | 0 | 0 | 460,000 | ||
INCYTE CORP | COM | 45337C102 | 4,159 | 40,000 | SH | SOLE | 0 | 0 | 40,000 | ||
INTRA CELLULAR THERAPIES INC | COM | 46116X101 | 12,193 | 475,000 | SH | SOLE | 0 | 0 | 475,000 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 9,687 | 17,000 | SH | SOLE | 0 | 0 | 17,000 | ||
IOVANCE BIOTHERAPEUTICS INC | COM | 462260100 | 9,333 | 340,000 | SH | SOLE | 0 | 0 | 340,000 | ||
JANUS HENDERSON GROUP PLC | ORD SHS | G4474Y214 | 183 | 8,645 | SH | SOLE | 0 | 0 | 8,645 | ||
JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 15,120 | 137,032 | SH | SOLE | 0 | 0 | 137,032 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 162 | 1,723 | SH | SOLE | 0 | 0 | 1,723 | ||
LILLY ELI & CO | COM | 532457108 | 17,239 | 105,000 | SH | SOLE | 0 | 0 | 105,000 | ||
LIVANOVA PLC | SHS | G5509L101 | 10,589 | 220,000 | SH | SOLE | 0 | 0 | 220,000 | ||
LIVONGO HEALTH INC | SHS | 539183103 | 9,399 | 125,000 | SH | SOLE | 0 | 0 | 125,000 | ||
MACROGENICS INC | COM | 556099109 | 18,846 | 675,000 | SH | SOLE | 0 | 0 | 675,000 | ||
MEDTRONIC PLC | SHS | G5960L103 | 11,993 | 130,780 | SH | SOLE | 0 | 0 | 130,780 | ||
MEIRAGTX HOLDINGS PLC | COM | G59665102 | 3,756 | 300,000 | SH | SOLE | 0 | 0 | 300,000 | ||
MERCK & CO INC | COM | 58933Y105 | 12,373 | 160,000 | SH | SOLE | 0 | 0 | 160,000 | ||
MIRATI THERAPEUTICS INC | COM | 60468T105 | 11,417 | 100,000 | SH | SOLE | 0 | 0 | 100,000 | ||
MOMENTA PHARMACEUTICALS INC | COM | 60877T100 | 3,992 | 120,000 | SH | SOLE | 0 | 0 | 120,000 | ||
MYOKARDIA INC | COM | 62857M105 | 15,459 | 160,000 | SH | SOLE | 0 | 0 | 160,000 | ||
MYOVANT SCIENCES LTD | COM | G637AM102 | 3,093 | 150,000 | SH | SOLE | 0 | 0 | 150,000 | ||
NEKTAR THERAPEUTICS | COM | 640268108 | 18,296 | 790,000 | SH | SOLE | 0 | 0 | 790,000 | ||
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 9,150 | 75,000 | SH | SOLE | 0 | 0 | 75,000 | ||
NORTONLIFELOCK INC | COM | 668771108 | 137 | 6,926 | SH | SOLE | 0 | 0 | 6,926 | ||
NOVOCURE LTD | ORD SHS | G6674U108 | 22,238 | 375,000 | SH | SOLE | 0 | 0 | 375,000 | ||
OMNICELL INC | COM | 68213N109 | 4,237 | 60,000 | SH | SOLE | 0 | 0 | 60,000 | ||
PFIZER INC | COM | 717081103 | 147 | 4,508 | SH | SOLE | 0 | 0 | 4,508 | ||
PIERIS PHARMACEUTICALS INC | COM | 720795103 | 930 | 300,000 | SH | SOLE | 0 | 0 | 300,000 | ||
QUALCOMM INC | COM | 747525103 | 217 | 2,381 | SH | SOLE | 0 | 0 | 2,381 | ||
RADIUS HEALTH INC | COM NEW | 750469207 | 4,523 | 331,826 | SH | SOLE | 0 | 0 | 331,826 | ||
REGENERON PHARMACEUTICALS | COM | 75886F107 | 7,796 | 12,500 | SH | SOLE | 0 | 0 | 12,500 | ||
REVANCE THERAPEUTICS INC | COM | 761330109 | 5,372 | 220,000 | SH | SOLE | 0 | 0 | 220,000 | ||
RIGEL PHARMACEUTICALS INC | COM NEW | 766559603 | 3,177 | 1,736,176 | SH | SOLE | 0 | 0 | 1,736,176 | ||
SANGAMO THERAPEUTICS INC | COM | 800677106 | 6,048 | 675,000 | SH | SOLE | 0 | 0 | 675,000 | ||
SEATTLE GENETICS INC | COM | 812578102 | 12,744 | 75,000 | SH | SOLE | 0 | 0 | 75,000 | ||
SHOCKWAVE MED INC | COM | 82489T104 | 2,842 | 60,000 | SH | SOLE | 0 | 0 | 60,000 | ||
SILK ROAD MEDICAL INC | COM | 82710M100 | 5,865 | 140,000 | SH | SOLE | 0 | 0 | 140,000 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 6,884 | 19,000 | SH | SOLE | 0 | 0 | 19,000 | ||
ULTRAGENYX PHARMACEUTICAL INC | COM | 90400D108 | 4,811 | 61,500 | SH | SOLE | 0 | 0 | 61,500 | ||
UNIQURE NV | SHS | N90064101 | 1,823 | 40,466 | SH | SOLE | 0 | 0 | 40,466 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 30,970 | 105,000 | SH | SOLE | 0 | 0 | 105,000 | ||
WELLS FARGO CO NEW | COM | 949746101 | 135 | 5,272 | SH | SOLE | 0 | 0 | 5,272 | ||
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 39,918 | 137,500 | SH | SOLE | 0 | 0 | 137,500 | ||
VIEWRAY INC | COM | 92672L107 | 1,736 | 775,000 | SH | SOLE | 0 | 0 | 775,000 | ||
XENCOR INC | COM | 98401F105 | 8,421 | 260,000 | SH | SOLE | 0 | 0 | 260,000 | ||
ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | 6,804 | 57,000 | SH | SOLE | 0 | 0 | 57,000 |