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 | 32,956 | 275,000 | SH | SOLE | 0 | 0 | 275,000 | ||
ABBVIE INC | COM | 00287Y109 | 39,825 | 368,000 | SH | SOLE | 0 | 0 | 368,000 | ||
ABIOMED INC | COM | 003654100 | 24,861 | 78,000 | SH | SOLE | 0 | 0 | 78,000 | ||
ACCELERON PHARMA INC | COM | 00434H108 | 21,698 | 160,000 | SH | SOLE | 0 | 0 | 160,000 | ||
ACCOLADE INC | COM | 00437E102 | 9,074 | 200,000 | SH | SOLE | 0 | 0 | 200,000 | ||
ADVERUM BIOTECHNOLOGIES INC | COM | 00773U108 | 6,409 | 650,000 | SH | SOLE | 0 | 0 | 650,000 | ||
AERIE PHARMACEUTICALS INC | COM | 00771V108 | 13,403 | 750,000 | SH | SOLE | 0 | 0 | 750,000 | ||
ALEXION PHARMACEUTICALS INC | COM | 015351109 | 6,116 | 40,000 | SH | SOLE | 0 | 0 | 40,000 | ||
ALKERMES PLC | SHS | G01767105 | 3,911 | 209,354 | SH | SOLE | 0 | 0 | 209,354 | ||
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 19,061 | 135,000 | SH | SOLE | 0 | 0 | 135,000 | ||
AMERICAN WELL CORP | CL A | 03044L105 | 3,373 | 194,165 | SH | SOLE | 0 | 0 | 194,165 | ||
AMERISOURCEBERGEN CORP | COM | 03073E105 | 19,831 | 167,957 | SH | SOLE | 0 | 0 | 167,957 | ||
ANNEXON INC | COM | 03589W102 | 5,011 | 180,000 | SH | SOLE | 0 | 0 | 180,000 | ||
ANTHEM INC | COM | 036752103 | 34,100 | 95,000 | SH | SOLE | 0 | 0 | 95,000 | ||
APELLIS PHARMACEUTICALS INC | COM | 03753U106 | 11,586 | 270,000 | SH | SOLE | 0 | 0 | 270,000 | ||
ARENA PHARMACEUTICALS INC | COM NEW | 040047607 | 4,163 | 60,000 | SH | SOLE | 0 | 0 | 60,000 | ||
AXONICS MODULATION TECH INC | COM | 05465P101 | 24,555 | 410,000 | SH | SOLE | 0 | 0 | 410,000 | ||
BAXTER INTL INC | COM | 071813109 | 16,025 | 190,000 | SH | SOLE | 0 | 0 | 190,000 | ||
BECTON DICKINSON & CO | COM | 075887109 | 20,668 | 85,000 | SH | SOLE | 0 | 0 | 85,000 | ||
BIOGEN INC | COM | 09062X103 | 5,455 | 19,500 | SH | SOLE | 0 | 0 | 19,500 | ||
BIOHAVEN PHARMACTL HLDG CO L | COM | G11196105 | 13,699 | 200,419 | SH | SOLE | 0 | 0 | 200,419 | ||
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 13,592 | 180,000 | SH | SOLE | 0 | 0 | 180,000 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 25,896 | 670,000 | SH | SOLE | 0 | 0 | 670,000 | ||
BRISTOL MYERS SQUIBB CO | COM | 110122108 | 20,517 | 325,000 | SH | SOLE | 0 | 0 | 325,000 | ||
CENTENE CORP DEL | COM | 15135B101 | 26,842 | 420,000 | SH | SOLE | 0 | 0 | 420,000 | ||
CIGNA CORP NEW | COM | 125523100 | 26,591 | 110,000 | SH | SOLE | 0 | 0 | 110,000 | ||
COOPER COS INC | COM NEW | 216648402 | 19,205 | 50,000 | SH | SOLE | 0 | 0 | 50,000 | ||
CVS HEALTH CORP | COM | 126650100 | 33,854 | 450,000 | SH | SOLE | 0 | 0 | 450,000 | ||
DECIPHERA PHARMACEUTICALS INC | COM | 24344T101 | 2,690 | 60,000 | SH | SOLE | 0 | 0 | 60,000 | ||
DYNAVAX TECHNOLOGIES CORP | COM NEW | 268158201 | 7,728 | 786,211 | SH | SOLE | 0 | 0 | 786,211 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 9,200 | 110,000 | SH | SOLE | 0 | 0 | 110,000 | ||
EPIZYME INC | COM | 29428V104 | 2,308 | 265,000 | SH | SOLE | 0 | 0 | 265,000 | ||
ESPERION THERAPEUTICS INC NE | COM | 29664W105 | 16,612 | 592,225 | SH | SOLE | 0 | 0 | 592,225 | ||
ESSA PHARMA INC | COM NEW | 29668H708 | 7,553 | 260,000 | SH | SOLE | 0 | 0 | 260,000 | ||
EXACT SCIENCES CORP | COM | 30063P105 | 23,062 | 175,000 | SH | SOLE | 0 | 0 | 175,000 | ||
FIBROGEN INC | COM | 31572Q808 | 6,942 | 200,000 | SH | SOLE | 0 | 0 | 200,000 | ||
G1 THERAPEUTICS INC | COM | 3621LQ109 | 7,820 | 325,000 | SH | SOLE | 0 | 0 | 325,000 | ||
GILEAD SCIENCES INC | COM | 375558103 | 22,621 | 350,000 | SH | SOLE | 0 | 0 | 350,000 | ||
GLAUKOS CORP | COM | 377322102 | 2,938 | 35,000 | SH | SOLE | 0 | 0 | 35,000 | ||
GOODRX HLDGS INC | COM CL A | 38246G108 | 2,927 | 75,000 | SH | SOLE | 0 | 0 | 75,000 | ||
GUARDANT HEALTH INC | COM | 40131M109 | 34,346 | 225,000 | SH | SOLE | 0 | 0 | 225,000 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 14,126 | 75,000 | SH | SOLE | 0 | 0 | 75,000 | ||
HEALTH CATALYST INC | COM | 42225T107 | 5,379 | 115,000 | SH | SOLE | 0 | 0 | 115,000 | ||
HORIZON THERAPEUTICS PUB LTD | SHS | G46188101 | 54,764 | 595,000 | SH | SOLE | 0 | 0 | 595,000 | ||
HUMANA INC | COM | 444859102 | 28,928 | 69,000 | SH | SOLE | 0 | 0 | 69,000 | ||
IMMUNOGEN INC | COM | 45253H101 | 4,455 | 550,000 | SH | SOLE | 0 | 0 | 550,000 | ||
INOVALON HLDGS INC | COM CL A | 45781D101 | 6,188 | 215,000 | SH | SOLE | 0 | 0 | 215,000 | ||
INTRA CELLULAR THERAPIES INC | COM | 46116X101 | 15,532 | 457,778 | SH | SOLE | 0 | 0 | 457,778 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 21,429 | 29,000 | SH | SOLE | 0 | 0 | 29,000 | ||
IONIS PHARMACEUTICALS INC | COM | 462222100 | 3,372 | 75,000 | SH | SOLE | 0 | 0 | 75,000 | ||
IOVANCE BIOTHERAPEUTICS INC | COM | 462260100 | 9,340 | 295,000 | SH | SOLE | 0 | 0 | 295,000 | ||
JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 41,093 | 250,000 | SH | SOLE | 0 | 0 | 250,000 | ||
JOHNSON & JOHNSON | COM | 478160104 | 53,414 | 325,000 | SH | SOLE | 0 | 0 | 325,000 | ||
LILLY ELI & CO | COM | 532457108 | 31,759 | 170,000 | SH | SOLE | 0 | 0 | 170,000 | ||
LIVANOVA PLC | SHS | G5509L101 | 11,428 | 155,000 | SH | SOLE | 0 | 0 | 155,000 | ||
MACROGENICS INC | COM | 556099109 | 17,363 | 545,160 | SH | SOLE | 0 | 0 | 545,160 | ||
MCKESSON CORP | COM | 58155Q103 | 17,164 | 88,000 | SH | SOLE | 0 | 0 | 88,000 | ||
MEDTRONIC PLC | SHS | G5960L103 | 39,574 | 335,000 | SH | SOLE | 0 | 0 | 335,000 | ||
MEIRAGTX HOLDINGS PLC | COM | G59665102 | 6,494 | 450,000 | SH | SOLE | 0 | 0 | 450,000 | ||
MERCK & CO INC | COM | 58933Y105 | 20,814 | 270,000 | SH | SOLE | 0 | 0 | 270,000 | ||
MIRATI THERAPEUTICS INC | COM | 60468T105 | 25,695 | 150,000 | SH | SOLE | 0 | 0 | 150,000 | ||
MYOVANT SCIENCES LTD | COM | G637AM102 | 4,631 | 225,000 | SH | SOLE | 0 | 0 | 225,000 | ||
NEKTAR THERAPEUTICS | COM | 640268108 | 26,144 | 1,307,196 | SH | SOLE | 0 | 0 | 1,307,196 | ||
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 15,074 | 155,000 | SH | SOLE | 0 | 0 | 155,000 | ||
NEXTGEN HEALTHCARE INC | COM | 65343C102 | 2,715 | 150,000 | SH | SOLE | 0 | 0 | 150,000 | ||
NOVOCURE LTD | ORD SHS | G6674U108 | 23,792 | 180,000 | SH | SOLE | 0 | 0 | 180,000 | ||
NUANCE COMMUNICATIONS INC | COM | 67020Y100 | 3,928 | 90,000 | SH | SOLE | 0 | 0 | 90,000 | ||
OAK STR HEALTH INC | COM | 67181A107 | 6,241 | 115,000 | SH | SOLE | 0 | 0 | 115,000 | ||
1LIFE HEALTHCARE INC | COM | 68269G107 | 7,816 | 200,000 | SH | SOLE | 0 | 0 | 200,000 | ||
PHATHOM PHARMACEUTICALS INC | COM | 71722W107 | 6,573 | 175,000 | SH | SOLE | 0 | 0 | 175,000 | ||
PHREESIA INC | COM | 71944F106 | 3,126 | 60,000 | SH | SOLE | 0 | 0 | 60,000 | ||
PIERIS PHARMACEUTICALS INC | COM | 720795103 | 771 | 300,000 | SH | SOLE | 0 | 0 | 300,000 | ||
R1 RCM INC | COM | 749397105 | 4,936 | 200,000 | SH | SOLE | 0 | 0 | 200,000 | ||
RADIUS HEALTH INC | COM NEW | 750469207 | 8,970 | 430,000 | SH | SOLE | 0 | 0 | 430,000 | ||
REGENERON PHARMACEUTICALS | COM | 75886F107 | 9,463 | 20,000 | SH | SOLE | 0 | 0 | 20,000 | ||
REVANCE THERAPEUTICS INC | COM | 761330109 | 6,149 | 220,000 | SH | SOLE | 0 | 0 | 220,000 | ||
RIGEL PHARMACEUTICALS INC | COM NEW | 766559603 | 5,198 | 1,520,000 | SH | SOLE | 0 | 0 | 1,520,000 | ||
ROYALTY PHARMA PLC | SHS CLASS A | G7709Q104 | 5,671 | 130,000 | SH | SOLE | 0 | 0 | 130,000 | ||
SANGAMO THERAPEUTICS INC | COM | 800677106 | 9,585 | 765,000 | SH | SOLE | 0 | 0 | 765,000 | ||
SEAGEN INC | COM | 81181C104 | 11,109 | 80,000 | SH | SOLE | 0 | 0 | 80,000 | ||
SHOCKWAVE MEDICAL INC | COM | 82489T104 | 6,513 | 50,000 | SH | SOLE | 0 | 0 | 50,000 | ||
SILK ROAD MEDICAL INC | COM | 82710M100 | 7,395 | 146,000 | SH | SOLE | 0 | 0 | 146,000 | ||
STEREOTAXIS INC | COM NEW | 85916J409 | 4,599 | 684,402 | SH | SOLE | 0 | 0 | 684,402 | ||
TELADOC HEALTH INC | COM | 87918A105 | 34,533 | 190,000 | SH | SOLE | 0 | 0 | 190,000 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 20,537 | 45,000 | SH | SOLE | 0 | 0 | 45,000 | ||
UNITED HEALTH GROUP INC | COM | 91324P102 | 42,044 | 113,000 | SH | SOLE | 0 | 0 | 113,000 | ||
VEEVA SYS INC | CL A COM | 922475108 | 2,874 | 11,000 | SH | SOLE | 0 | 0 | 11,000 | ||
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 36,192 | 168,421 | SH | SOLE | 0 | 0 | 168,421 | ||
VIEWRAY INC | COM | 92672L107 | 3,371 | 775,000 | SH | SOLE | 0 | 0 | 775,000 | ||
XENCOR INC | COM | 98401F105 | 10,119 | 235,000 | SH | SOLE | 0 | 0 | 235,000 | ||
ZAI LAB LTD | ADR | 98887Q104 | 6,004 | 45,000 | SH | SOLE | 0 | 0 | 45,000 | ||
ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | 20,810 | 130,000 | SH | SOLE | 0 | 0 | 130,000 |