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 | 22,564,350 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
ABBVIE INC | COM | 00287Y109 | 25,879,990 | 167,000 | SH | SOLE | 167,000 | 0 | 0 | ||
ACADIA HEALTHCARE COMPANY INC | COM | 00404A109 | 1,448,202 | 18,624 | SH | SOLE | 18,624 | 0 | 0 | ||
ALIGN TECHNOLOGY INC | COM | 016255101 | 7,398,000 | 27,000 | SH | SOLE | 27,000 | 0 | 0 | ||
ALIGNMENT HEALTHCARE INC | COM | 01625V104 | 8,179,500 | 950,000 | SH | SOLE | 950,000 | 0 | 0 | ||
ALKERMES PLC | SHS | G01767105 | 9,431,600 | 340,000 | SH | SOLE | 340,000 | 0 | 0 | ||
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 7,177,875 | 37,500 | SH | SOLE | 37,500 | 0 | 0 | ||
AMGEN INC | COM | 031162100 | 1,296,090 | 4,500 | SH | SOLE | 4,500 | 0 | 0 | ||
APELLIS PHARMACEUTICALS INC | COM | 03753U106 | 6,009,944 | 100,400 | SH | SOLE | 100,400 | 0 | 0 | ||
ARVINAS INC | COM | 04335A105 | 5,526,553 | 134,270 | SH | SOLE | 134,270 | 0 | 0 | ||
AVANTOR INC | COM | 05352A100 | 6,666,360 | 292,000 | SH | SOLE | 292,000 | 0 | 0 | ||
AXONICS INC | COM | 05465P101 | 13,690,600 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
AXSOME THERAPEUTICS INC | COM | 05464T104 | 6,295,569 | 79,100 | SH | SOLE | 79,100 | 0 | 0 | ||
BIOGEN INC | COM | 09062X103 | 15,182,553 | 58,672 | SH | SOLE | 58,672 | 0 | 0 | ||
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 27,238,650 | 282,500 | SH | SOLE | 282,500 | 0 | 0 | ||
BIO-TECHNE CORP | COM | 09073M104 | 1,234,560 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 43,357,500 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
BRIDGEBIO PHARMA INC | COM | 10806X102 | 5,449,950 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
BRUKER CORP | COM | 116794108 | 1,175,680 | 16,000 | SH | SOLE | 16,000 | 0 | 0 | ||
CENCORA INC | COM | 03073E105 | 19,716,480 | 96,000 | SH | SOLE | 96,000 | 0 | 0 | ||
CENTENE CORP DEL | COM | 15135B101 | 10,018,350 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
CHARLES RIV LABS INTL INC | COM | 159864107 | 8,983,200 | 38,000 | SH | SOLE | 38,000 | 0 | 0 | ||
THE CIGNA GROUP | COM | 125523100 | 14,074,150 | 47,000 | SH | SOLE | 47,000 | 0 | 0 | ||
COOPER COS INC | COM NEW | 216648402 | 22,139,325 | 58,500 | SH | SOLE | 58,500 | 0 | 0 | ||
CVS HEALTH CORP | COM | 126650100 | 10,857,000 | 137,500 | SH | SOLE | 137,500 | 0 | 0 | ||
CYTOKINETICS INC | COM NEW | 23282W605 | 12,516,153 | 149,912 | SH | SOLE | 149,912 | 0 | 0 | ||
DANAHER CORPORATION | COM | 235851102 | 18,044,520 | 78,000 | SH | SOLE | 78,000 | 0 | 0 | ||
DEXCOM INC | COM | 252131107 | 13,649,900 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
DYNAVAX TECHNOLOGIES CORP | COM NEW | 268158201 | 11,184,000 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
ELEVANCE HEALTH INC | COM | 036752103 | 6,130,280 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
ESSA PHARMA INC | COM NEW | 29668H708 | 2,352,900 | 356,500 | SH | SOLE | 356,500 | 0 | 0 | ||
EVOLENT HEALTH INC | CL A | 30050B101 | 7,596,900 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
EXACT SCIENCES CORP | COM | 30063P105 | 12,206,700 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
GILEAD SCIENCES INC | COM | 375558103 | 20,981,590 | 259,000 | SH | SOLE | 259,000 | 0 | 0 | ||
GLAUKOS CORP | COM | 377322102 | 9,538,800 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 29,504,120 | 109,000 | SH | SOLE | 109,000 | 0 | 0 | ||
HEALTH CATALYST INC | COM | 42225T107 | 2,778,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
HUMANA INC | COM | 444859102 | 17,892,588 | 39,083 | SH | SOLE | 39,083 | 0 | 0 | ||
IGM BIOSCIENCES INC | COM | 449585108 | 1,662,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
IMMUNOCORE HLDGS PLC | ADS | 45258D105 | 5,757,873 | 84,278 | SH | SOLE | 84,278 | 0 | 0 | ||
IMMUNOVANT INC | COM | 45258J102 | 6,153,550 | 146,061 | SH | SOLE | 146,061 | 0 | 0 | ||
INMUNE BIO INC | COM | 45782T105 | 2,007,478 | 178,284 | SH | SOLE | 178,284 | 0 | 0 | ||
INSPIRE MED SYS INC | COM | 457730109 | 3,661,740 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
INSULET CORP | COM | 45784P101 | 4,122,620 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | ||
INTELLIA THERAPEUTICS INC | COM | 45826J105 | 1,524,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
INTRA-CELLULAR THERAPIES INC | COM | 46116X101 | 6,445,800 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 21,422,360 | 63,500 | SH | SOLE | 63,500 | 0 | 0 | ||
IOVANCE BIOTHERAPEUTICS INC | COM | 462260100 | 9,079,730 | 1,116,818 | SH | SOLE | 1,116,818 | 0 | 0 | ||
IQVIA HLDGS INC | COM | 46266C105 | 10,412,100 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 15,206,982 | 123,634 | SH | SOLE | 123,634 | 0 | 0 | ||
LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 3,409,350 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
LANTHEUS HLDGS INC | COM | 516544103 | 2,480,000 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
LILLY ELI & CO | COM | 532457108 | 45,470,675 | 78,005 | SH | SOLE | 78,005 | 0 | 0 | ||
MADRIGAL PHARMACEUTICALS INC | COM | 558868105 | 5,206,050 | 22,500 | SH | SOLE | 22,500 | 0 | 0 | ||
MCKESSON CORP | COM | 58155Q103 | 21,297,080 | 46,000 | SH | SOLE | 46,000 | 0 | 0 | ||
MEDTRONIC PLC | SHS | G5960L103 | 48,686,580 | 591,000 | SH | SOLE | 591,000 | 0 | 0 | ||
MEIRAGTX HLDGS PLC | COM | G59665102 | 225,279 | 32,091 | SH | SOLE | 32,091 | 0 | 0 | ||
MERCK & CO. INC | COM | 58933Y105 | 16,080,450 | 147,500 | SH | SOLE | 147,500 | 0 | 0 | ||
NATERA INC | COM | 632307104 | 15,346,800 | 245,000 | SH | SOLE | 245,000 | 0 | 0 | ||
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 8,169,120 | 62,000 | SH | SOLE | 62,000 | 0 | 0 | ||
NOVOCURE LTD | ORD SHS | G6674U108 | 2,388,800 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
NUVALENT INC | COM | 670703107 | 8,310,445 | 112,929 | SH | SOLE | 112,929 | 0 | 0 | ||
OSCAR HEALTH INC | CL A | 687793109 | 10,907,294 | 1,192,054 | SH | SOLE | 1,192,054 | 0 | 0 | ||
PENUMBRA INC | COM | 70975L107 | 628,850 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | ||
PFIZER INC | COM | 717081103 | 16,698,200 | 580,000 | SH | SOLE | 580,000 | 0 | 0 | ||
PLIANT THERAPEUTICS INC | COM | 729139105 | 2,041,740 | 112,741 | SH | SOLE | 112,741 | 0 | 0 | ||
PRIVIA HEALTH GROUP INC | COM | 74276R102 | 10,593,800 | 460,000 | SH | SOLE | 460,000 | 0 | 0 | ||
PROCEPT BIOROBOTICS CORP | COM | 74276L105 | 12,992,100 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | ||
PULMONX CORP | COM | 745848101 | 318,750 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
REGENERON PHARMACEUTICALS | COM | 75886F107 | 34,253,310 | 39,000 | SH | SOLE | 39,000 | 0 | 0 | ||
RELAY THERAPEUTICS INC | COM | 75943R102 | 4,293,900 | 390,000 | SH | SOLE | 390,000 | 0 | 0 | ||
REPLIGEN CORP | COM | 759916109 | 1,798,000 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
REVANCE THERAPEUTICS INC | COM | 761330109 | 4,182,915 | 475,872 | SH | SOLE | 475,872 | 0 | 0 | ||
ROYALTY PHARMA PLC | SHS CLASS A | G7709Q104 | 12,070,189 | 429,697 | SH | SOLE | 429,697 | 0 | 0 | ||
SHOCKWAVE MEDICAL INC | COM | 82489T104 | 26,678,400 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
STRYKER CORPORATION | COM | 863667101 | 1,497,300 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
TENET HEALTHCARE CORP | COM NEW | 88033G407 | 26,572,679 | 351,630 | SH | SOLE | 351,630 | 0 | 0 | ||
TG THERAPEUTICS INC | COM | 88322Q108 | 2,732,800 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 17,781,465 | 33,500 | SH | SOLE | 33,500 | 0 | 0 | ||
UNITED HEALTH GROUP INC | COM | 91324P102 | 28,429,380 | 54,000 | SH | SOLE | 54,000 | 0 | 0 | ||
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 38,654,550 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
VIKING THERAPEUTICS INC | COM | 92686J106 | 3,349,800 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 3,169,080 | 9,000 | SH | SOLE | 9,000 | 0 | 0 | ||
XENCOR INC | COM | 98401F105 | 4,776,750 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | 6,693,500 | 55,000 | SH | SOLE | 55,000 | 0 | 0 |