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 |
10X GENOMICS INC | CL A COM | 88025U109 | 7,807,500 | 150,000 | SH | SOLE | 0 | 0 | 150,000 | ||
ABBOTT LABS | COM | 002824100 | 18,329,800 | 185,000 | SH | SOLE | 0 | 0 | 185,000 | ||
ABBVIE INC | COM | 00287Y109 | 24,003,840 | 152,000 | SH | SOLE | 0 | 0 | 152,000 | ||
AGILON HEALTH INC | COM | 00857U107 | 2,103,300 | 90,000 | SH | SOLE | 0 | 0 | 90,000 | ||
ALIGNMENT HEALTHCARE INC | COM | 01625V104 | 6,230,000 | 1,000,000 | SH | SOLE | 0 | 0 | 1,000,000 | ||
ALKERMES PLC | SHS | G01767105 | 3,755,700 | 135,000 | SH | SOLE | 0 | 0 | 135,000 | ||
ALLOGENE THERAPEUTICS INC | COM | 019770106 | 1,491,000 | 300,000 | SH | SOLE | 0 | 0 | 300,000 | ||
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 14,829,120 | 76,000 | SH | SOLE | 0 | 0 | 76,000 | ||
AMERISOURCEBERGEN CORP | COM | 03073E105 | 23,741,660 | 149,000 | SH | SOLE | 0 | 0 | 149,000 | ||
APELLIS PHARMACEUTICALS INC | COM | 03753U106 | 12,213,700 | 185,000 | SH | SOLE | 0 | 0 | 185,000 | ||
ARVINAS INC | COM | 04335A105 | 2,278,850 | 85,000 | SH | SOLE | 0 | 0 | 85,000 | ||
AXONICS INC | COM | 05465P101 | 14,748,483 | 271,062 | SH | SOLE | 0 | 0 | 271,062 | ||
AXSOME THERAPEUTICS INC | COM | 05464T104 | 908,250 | 15,000 | SH | SOLE | 0 | 0 | 15,000 | ||
BECTON DICKINSON & CO | COM | 075887109 | 25,007,340 | 102,000 | SH | SOLE | 0 | 0 | 102,000 | ||
BIOGEN INC | COM | 09062X103 | 13,068,675 | 47,500 | SH | SOLE | 0 | 0 | 47,500 | ||
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 21,440,250 | 225,000 | SH | SOLE | 0 | 0 | 225,000 | ||
BIONTECH SE | SPONSORED ADS | 09075V102 | 11,276,440 | 92,000 | SH | SOLE | 0 | 0 | 92,000 | ||
BIO-TECHNE CORP | COM | 09073M104 | 3,983,650 | 55,000 | SH | SOLE | 0 | 0 | 55,000 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 29,760,000 | 600,000 | SH | SOLE | 0 | 0 | 600,000 | ||
BRIDGEBIO PHARMA INC | COM | 10806X102 | 2,315,250 | 135,000 | SH | SOLE | 0 | 0 | 135,000 | ||
CIGNA CORP NEW | COM | 125523100 | 21,470,605 | 84,500 | SH | SOLE | 0 | 0 | 84,500 | ||
COOPER COS INC | COM NEW | 216648402 | 24,987,960 | 68,000 | SH | SOLE | 0 | 0 | 68,000 | ||
CVS HEALTH CORP | COM | 126650100 | 12,923,100 | 173,000 | SH | SOLE | 0 | 0 | 173,000 | ||
CYTOKINETICS INC | COM NEW | 23282W605 | 7,013,050 | 205,000 | SH | SOLE | 0 | 0 | 205,000 | ||
DANAHER CORPORATION | COM | 235851102 | 11,241,000 | 45,000 | SH | SOLE | 0 | 0 | 45,000 | ||
DYNAVAX TECHNOLOGIES CORP | COM NEW | 268158201 | 6,996,250 | 725,000 | SH | SOLE | 0 | 0 | 725,000 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 5,709,900 | 70,000 | SH | SOLE | 0 | 0 | 70,000 | ||
ELEVANCE HEALTH INC | COM | 036752103 | 25,699,520 | 56,000 | SH | SOLE | 0 | 0 | 56,000 | ||
ESPERION THERAPEUTICS INC NE | COM | 29664W105 | 1,503,000 | 900,000 | SH | SOLE | 0 | 0 | 900,000 | ||
ESSA PHARMA INC | COM NEW | 29668H708 | 1,051,675 | 356,500 | SH | SOLE | 0 | 0 | 356,500 | ||
EXACT SCIENCES CORP | COM | 30063P105 | 5,963,400 | 90,000 | SH | SOLE | 0 | 0 | 90,000 | ||
GILEAD SCIENCES INC | COM | 375558103 | 21,095,550 | 259,000 | SH | SOLE | 0 | 0 | 259,000 | ||
GLAUKOS CORP | COM | 377322102 | 4,531,000 | 92,000 | SH | SOLE | 0 | 0 | 92,000 | ||
HARMONY BIOSCIENCES HLDGS IN | COM | 413197104 | 5,555,600 | 170,000 | SH | SOLE | 0 | 0 | 170,000 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 21,792,960 | 84,000 | SH | SOLE | 0 | 0 | 84,000 | ||
HEALTH CATALYST INC | COM | 42225T107 | 3,869,200 | 340,000 | SH | SOLE | 0 | 0 | 340,000 | ||
HUMANA INC | COM | 444859102 | 14,650,800 | 30,000 | SH | SOLE | 0 | 0 | 30,000 | ||
IGM BIOSCIENCES INC | COM | 449585108 | 1,616,900 | 95,000 | SH | SOLE | 0 | 0 | 95,000 | ||
IMMUNOCORE HLDGS PLC | ADS | 45258D105 | 6,238,806 | 131,288 | SH | SOLE | 0 | 0 | 131,288 | ||
IMMUNOGEN INC | COM | 45253H101 | 4,637,500 | 1,250,000 | SH | SOLE | 0 | 0 | 1,250,000 | ||
INSPIRE MED SYS INC | COM | 457730109 | 9,137,296 | 38,392 | SH | SOLE | 0 | 0 | 38,392 | ||
INSULET CORP | COM | 45784P101 | 7,605,120 | 24,000 | SH | SOLE | 0 | 0 | 24,000 | ||
INTELLIA THERAPEUTICS INC | COM | 45826J105 | 1,801,000 | 50,000 | SH | SOLE | 0 | 0 | 50,000 | ||
INTRA-CELLULAR THERAPIES INC | COM | 46116X101 | 5,885,250 | 105,000 | SH | SOLE | 0 | 0 | 105,000 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 2,513,000 | 10,000 | SH | SOLE | 0 | 0 | 10,000 | ||
IOVANCE BIOTHERAPEUTICS INC | COM | 462260100 | 4,219,946 | 686,170 | SH | SOLE | 0 | 0 | 686,170 | ||
IQVIA HLDGS INC | COM | 46266C105 | 4,093,950 | 21,000 | SH | SOLE | 0 | 0 | 21,000 | ||
IVERIC BIO INC | COM | 46583P102 | 6,655,600 | 280,000 | SH | SOLE | 0 | 0 | 280,000 | ||
JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 21,738,000 | 150,000 | SH | SOLE | 0 | 0 | 150,000 | ||
KARUNA THERAPEUTICS INC | COM | 48576A100 | 6,667,400 | 37,000 | SH | SOLE | 0 | 0 | 37,000 | ||
LILLY ELI & CO | COM | 036010933 | 36,010,933 | 105,700 | SH | SOLE | 0 | 0 | 105,700 | ||
MCKESSON CORP | COM | 58155Q103 | 22,182,360 | 62,000 | SH | SOLE | 0 | 0 | 62,000 | ||
MEDTRONIC PLC | SHS | G5960L103 | 18,607,300 | 235,000 | SH | SOLE | 0 | 0 | 235,000 | ||
MEIRAGTX HLDGS PLC | COM | G59665102 | 2,797,337 | 538,986 | SH | SOLE | 0 | 0 | 538,986 | ||
MERCK & CO. INC | COM | 58933Y105 | 25,526,720 | 241,000 | SH | SOLE | 0 | 0 | 241,000 | ||
MERSANA THERAPEUTICS INC | COM | 59045L106 | 1,400,000 | 350,000 | SH | SOLE | 0 | 0 | 350,000 | ||
MIRATI THERAPEUTICS INC | COM | 60468T105 | 7,888,350 | 215,000 | SH | SOLE | 0 | 0 | 215,000 | ||
NATERA INC | COM | 632307104 | 11,774,420 | 217,000 | SH | SOLE | 0 | 0 | 217,000 | ||
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 6,944,700 | 70,000 | SH | SOLE | 0 | 0 | 70,000 | ||
NKARTA INC | COM | 65487U108 | 680,000 | 200,000 | SH | SOLE | 0 | 0 | 200,000 | ||
NOVOCURE LTD | ORD SHS | G6674U108 | 2,620,800 | 45,000 | SH | SOLE | 0 | 0 | 45,000 | ||
NUVALENT INC | COM | 670703107 | 2,542,000 | 100,000 | SH | SOLE | 0 | 0 | 100,000 | ||
OLINK HLDG AB | SPONSORED ADS | 680710100 | 3,799,740 | 174,300 | SH | SOLE | 0 | 0 | 174,300 | ||
OUTSET MED INC | COM | 690145107 | 10,242,400 | 560,000 | SH | SOLE | 0 | 0 | 560,000 | ||
PFIZER INC | COM | 717081103 | 7,672,200 | 190,000 | SH | SOLE | 0 | 0 | 190,000 | ||
PHREESIA INC | COM | 71944F106 | 3,702,000 | 120,000 | SH | SOLE | 0 | 0 | 120,000 | ||
PRIVIA HEALTH GROUP INC | COM | 74276R102 | 10,861,059 | 395,667 | SH | SOLE | 0 | 0 | 395,667 | ||
R1 RCM INC | COM | 77634L105 | 4,485,000 | 300,000 | SH | SOLE | 0 | 0 | 300,000 | ||
RAPID MICRO BIOSYSTEMS INC | CLASS A COM | 75340L104 | 165,298 | 127,152 | SH | SOLE | 0 | 0 | 127,152 | ||
REGENERON PHARMACEUTICALS | COM | 75886F107 | 28,808,250 | 35,500 | SH | SOLE | 0 | 0 | 35,500 | ||
RELAY THERAPEUTICS INC | COM | 75943R102 | 3,022,900 | 190,000 | SH | SOLE | 0 | 0 | 190,000 | ||
REVANCE THERAPEUTICS INC | COM | 761330109 | 7,159,900 | 230,000 | SH | SOLE | 0 | 0 | 230,000 | ||
RIGEL PHARMACEUTICALS INC | COM NEW | 766559603 | 1,551,175 | 1,157,593 | SH | SOLE | 0 | 0 | 1,157,593 | ||
ROYALTY PHARMA PLC | SHS CLASS A | G7709Q104 | 5,989,500 | 165,000 | SH | SOLE | 0 | 0 | 165,000 | ||
SANGAMO THERAPEUTICS INC | COM | 800677106 | 534,067 | 314,157 | SH | SOLE | 0 | 0 | 314,157 | ||
SEAGEN INC | COM | 81181C104 | 8,326,280 | 41,000 | SH | SOLE | 0 | 0 | 41,000 | ||
SHOCKWAVE MEDICAL INC | COM | 82489T104 | 14,348,720 | 67,000 | SH | SOLE | 0 | 0 | 67,000 | ||
SILK RD MED INC | COM | 82710M100 | 8,613,457 | 221,255 | SH | SOLE | 0 | 0 | 221,255 | ||
STEREOTAXIS INC | COM NEW | 85916J409 | 952,683 | 493,618 | SH | SOLE | 0 | 0 | 493,618 | ||
TENET HEALTHCARE CORP | COM NEW | 88033G407 | 23,616,000 | 410,000 | SH | SOLE | 0 | 0 | 410,000 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 23,081,770 | 41,000 | SH | SOLE | 0 | 0 | 41,000 | ||
UNITED HEALTH GROUP INC | COM | 91324P102 | 35,724,560 | 76,000 | SH | SOLE | 0 | 0 | 76,000 | ||
VEEVA SYS INC | CL A COM | 922475108 | 6,628,550 | 37,000 | SH | SOLE | 0 | 0 | 37,000 | ||
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 26,065,360 | 83,500 | SH | SOLE | 0 | 0 | 83,500 | ||
VIEWRAY INC | COM | 92672L107 | 3,320,000 | 1,000,000 | SH | SOLE | 0 | 0 | 1,000,000 | ||
VIKING THERAPEUTICS INC | COM | 92686J106 | 3,119,400 | 180,000 | SH | SOLE | 0 | 0 | 180,000 | ||
WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 5,113,050 | 15,000 | SH | SOLE | 0 | 0 | 15,000 | ||
XENCOR INC | COM | 98401F105 | 6,850,000 | 250,000 | SH | SOLE | 0 | 0 | 250,000 |