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 |
AbbVie Inc | COM | 00287Y109 | 6,411 | 111,000 | SH | | SOLE | | 0 | 0 | 111,000 |
Abiomed Inc | COM | 003654100 | 2,998 | 120,736 | SH | | SOLE | | 0 | 0 | 120,736 |
Acadia Pharmaceuticals Inc | COM | 004225108 | 5,422 | 219,000 | SH | | SOLE | | 0 | 0 | 219,000 |
Achillion Pharmaceuticals Inc | COM | 00448Q201 | 1,996 | 200,000 | SH | | SOLE | | 0 | 0 | 200,000 |
Actavis Plc | SHS | G0083B108 | 4,826 | 20,000 | SH | | SOLE | | 0 | 0 | 20,000 |
Aegerion Pharmaceuticals Inc | COM | 00767E102 | 2,170 | 65,000 | SH | | SOLE | | 0 | 0 | 65,000 |
Aetna Inc | COM | 00817Y108 | 2,835 | 35,000 | SH | | SOLE | | 0 | 0 | 35,000 |
Aflac Inc | COM | 001055102 | 1,864 | 32,000 | SH | | SOLE | | 0 | 0 | 32,000 |
Alexion Pharmaceuticals Inc | COM | 015351109 | 9,618 | 58,000 | SH | | SOLE | | 0 | 0 | 58,000 |
Alkermes Plc | SHS | G01767105 | 11,403 | 266,000 | SH | | SOLE | | 0 | 0 | 266,000 |
Allergan Inc | COM | 018490102 | 2,940 | 16,500 | SH | | SOLE | | 0 | 0 | 16,500 |
Allscripts Healthcare So Inc | COM | 01988PAD0 | 2,817 | 210,000 | SH | | SOLE | | 0 | 0 | 210,000 |
Alnylam Pharmaceuticals Inc | COM | 02043Q107 | 1,018 | 13,030 | SH | | SOLE | | 0 | 0 | 13,030 |
AmerisourceBergen Corp | COM | 03073E105 | 3,865 | 50,000 | SH | | SOLE | | 0 | 0 | 50,000 |
Amgen Inc | COM | 031162100 | 3,231 | 23,000 | SH | | SOLE | | 0 | 0 | 23,000 |
Amsurg Corp | COM | 03232P405 | 2,117 | 42,300 | SH | | SOLE | | 0 | 0 | 42,300 |
Anthera Pharmaceuticals Inc | COM | 03674U201 | 768 | 400,000 | SH | | SOLE | | 0 | 0 | 400,000 |
Ariad Pharmaceuticals Inc | COM | 04033A100 | 2,284 | 423,000 | SH | | SOLE | | 0 | 0 | 423,000 |
Array BioPharma Inc | COM | 04269X105 | 1,354 | 379,199 | SH | | SOLE | | 0 | 0 | 379,199 |
Auxilium Pharmaceuticals Inc | COM | 05334DAA5 | 1,342 | 44,953 | SH | | SOLE | | 0 | 0 | 44,953 |
BIND Therapeutics Inc | COM | 05548N107 | 932 | 108,535 | SH | | SOLE | | 0 | 0 | 108,535 |
Biogen IDEC Inc | COM | 09062X103 | 9,593 | 29,000 | SH | | SOLE | | 0 | 0 | 29,000 |
BioMarin Pharmaceutical Inc | COM | 09061G101 | 6,639 | 92,000 | SH | | SOLE | | 0 | 0 | 92,000 |
Boston Scientific Corp | COM | 101137107 | 2,527 | 214,000 | SH | | SOLE | | 0 | 0 | 214,000 |
Bristol Myers Squibb Co | COM | 110122108 | 5,067 | 99,000 | SH | | SOLE | | 0 | 0 | 99,000 |
Cardinal Health Inc | COM | 14149Y108 | 4,420 | 59,000 | SH | | SOLE | | 0 | 0 | 59,000 |
CareFusion Corp | COM | 14170T101 | 2,036 | 45,000 | SH | | SOLE | | 0 | 0 | 45,000 |
Catamaran Corp | COM | 148887102 | 3,920 | 93,000 | SH | | SOLE | | 0 | 0 | 93,000 |
Celgene Corp | COM | 151020104 | 7,582 | 80,000 | SH | | SOLE | | 0 | 0 | 80,000 |
Celladon Corp | COM | 15117E107 | 2,684 | 256,556 | SH | | SOLE | | 0 | 0 | 256,556 |
Celldex Therapeutics Inc | COM | 15117B103 | 1,788 | 138,000 | SH | | SOLE | | 0 | 0 | 138,000 |
Centene Corp | COM | 15135B101 | 2,481 | 30,000 | SH | | SOLE | | 0 | 0 | 30,000 |
Cepheid Inc | COM | 15670R107 | 1,981 | 45,000 | SH | | SOLE | | 0 | 0 | 45,000 |
Cerner Corp | COM | 156782104 | 2,383 | 40,000 | SH | | SOLE | | 0 | 0 | 40,000 |
Cigna Corp | COM | 125509109 | 1,995 | 22,000 | SH | | SOLE | | 0 | 0 | 22,000 |
Clovis Oncology Inc | COM | 189464100 | 2,586 | 57,000 | SH | | SOLE | | 0 | 0 | 57,000 |
Community Health Syst Inc | COM | 203668108 | 4,328 | 79,000 | SH | | SOLE | | 0 | 0 | 79,000 |
Covidien Plc | SHS | G2554F113 | 6,575 | 76,000 | SH | | SOLE | | 0 | 0 | 76,000 |
CR Bard Inc | COM | 067383109 | 2,426 | 17,000 | SH | | SOLE | | 0 | 0 | 17,000 |
CVS Health Corp | COM | 126650100 | 5,730 | 72,000 | SH | | SOLE | | 0 | 0 | 72,000 |
Cyberonics Inc | COM | 23251P102 | 2,200 | 43,000 | SH | | SOLE | | 0 | 0 | 43,000 |
Dexcom Inc | COM | 252131107 | 4,239 | 106,000 | SH | | SOLE | | 0 | 0 | 106,000 |
Dynavax Technologies Corp | COM | 268158102 | 1,757 | 1,228,354 | SH | | SOLE | | 0 | 0 | 1,228,354 |
Edwards Lifesciences Corp | COM | 28176E108 | 2,043 | 20,000 | SH | | SOLE | | 0 | 0 | 20,000 |
Eli Lilly & Co | COM | 532457108 | 1,946 | 30,000 | SH | | SOLE | | 0 | 0 | 30,000 |
Endocyte Inc | COM | 29269A102 | 300 | 49,297 | SH | | SOLE | | 0 | 0 | 49,297 |
Endologix Inc | COM | 29266S106 | 2,120 | 200,000 | SH | | SOLE | | 0 | 0 | 200,000 |
Esperion Therapeutics Inc | COM | 29664W105 | 2,028 | 82,921 | SH | | SOLE | | 0 | 0 | 82,921 |
Exelixis Inc | COM | 30161Q104 | 765 | 500,000 | SH | | SOLE | | 0 | 0 | 500,000 |
Express Scripts Hg Co | COM | 30219G108 | 2,755 | 39,000 | SH | | SOLE | | 0 | 0 | 39,000 |
Gilead Sciences Inc | COM | 375558103 | 7,664 | 72,000 | SH | | SOLE | | 0 | 0 | 72,000 |
HCA Holdings Inc | COM | 40412C101 | 4,090 | 58,000 | SH | | SOLE | | 0 | 0 | 58,000 |
Hologic Inc | COM | 436440101 | 2,190 | 90,000 | SH | | SOLE | | 0 | 0 | 90,000 |
Hyperion Therapeutics Inc | COM | 44915N101 | 2,027 | 80,369 | SH | | SOLE | | 0 | 0 | 80,369 |
ImmunoGen Inc | COM | 45253H101 | 1,906 | 180,000 | SH | | SOLE | | 0 | 0 | 180,000 |
Incyte Corp Ltd | COM | 45337C102 | 5,248 | 107,000 | SH | | SOLE | | 0 | 0 | 107,000 |
Infinity Pharm Inc | COM | 45665G303 | 1,986 | 148,000 | SH | | SOLE | | 0 | 0 | 148,000 |
Insulet Corp | COM | 45784P101 | 2,318 | 62,911 | SH | | SOLE | | 0 | 0 | 62,911 |
Intercept Pharmaceuticals Inc | COM | 45845P108 | 4,402 | 18,600 | SH | | SOLE | | 0 | 0 | 18,600 |
Intra-Cellular Therapies Inc | COM | 46116X101 | 2,043 | 149,000 | SH | | SOLE | | 0 | 0 | 149,000 |
Isis Pharmaceuticals Inc | COM | 464330109 | 2,252 | 58,000 | SH | | SOLE | | 0 | 0 | 58,000 |
Jazz Pharmaceuticals Plc | SHS | G50871105 | 1,606 | 10,000 | SH | | SOLE | | 0 | 0 | 10,000 |
Johnson & Johnson | COM | 478160904 | 14,923 | 140,000 | SH | Call | SOLE | | 0 | 0 | 140,000 |
Keryx Biopharmaceuticals Inc | COM | 492515101 | 1,870 | 136,000 | SH | | SOLE | | 0 | 0 | 136,000 |
Lexicon Pharmaceuticals Inc | COM | 528872104 | 416 | 294,805 | SH | | SOLE | | 0 | 0 | 294,805 |
Ligand Pharmaceuticals Inc B | COM | 53220K504 | 1,833 | 39,000 | SH | | SOLE | | 0 | 0 | 39,000 |
Macrogenics Inc | COM | 556099109 | 1,777 | 85,000 | SH | | SOLE | | 0 | 0 | 85,000 |
Masimo Corp | COM | 574795100 | 2,873 | 135,000 | SH | | SOLE | | 0 | 0 | 135,000 |
McKesson Corp | COM | 58155Q103 | 4,283 | 22,000 | SH | | SOLE | | 0 | 0 | 22,000 |
Medivation Inc | COM | 58501N101 | 3,757 | 38,000 | SH | | SOLE | | 0 | 0 | 38,000 |
Mednax Inc | COM | 58502B106 | 2,412 | 44,000 | SH | | SOLE | | 0 | 0 | 44,000 |
Medtronic Inc | COM | 585055106 | 4,522 | 73,000 | SH | | SOLE | | 0 | 0 | 73,000 |
Merck Co Inc | COM | 58933Y105 | 3,853 | 65,000 | SH | | SOLE | | 0 | 0 | 65,000 |
Myriad Genetics Inc | COM | 585055106 | 2,345 | 60,800 | SH | | SOLE | | 0 | 0 | 60,800 |
Nektar Therapeutics | COM | 640268108 | 6,132 | 508,000 | SH | | SOLE | | 0 | 0 | 508,000 |
NPS Pharmaceuticals Inc | COM | 62936P103 | 5,824 | 224,000 | SH | | SOLE | | 0 | 0 | 224,000 |
NuVasive Inc | COM | 670704105 | 1,883 | 54,000 | SH | | SOLE | | 0 | 0 | 54,000 |
Omnicare Inc | COM | 681904108 | 623 | 10,000 | SH | | SOLE | | 0 | 0 | 10,000 |
Orexigen Therapeutics Inc | COM | 686164104 | 2,104 | 494,000 | SH | | SOLE | | 0 | 0 | 494,000 |
Parexel Intl Corp | COM | 699462107 | 2,145 | 34,000 | SH | | SOLE | | 0 | 0 | 34,000 |
Pharmacyclics Inc | COM | 716933106 | 4,462 | 38,000 | SH | | SOLE | | 0 | 0 | 38,000 |
Regeneron Pharmaceuticals Inc | COM | 75886F107 | 4,598 | 13,000 | SH | | SOLE | | 0 | 0 | 13,000 |
Revance Therapeutics Inc | COM | 761330109 | 2,035 | 105,255 | SH | | SOLE | | 0 | 0 | 105,255 |
Rite Aid Corp | COM | 767754104 | 5,411 | 1,118,000 | SH | | SOLE | | 0 | 0 | 1,118,000 |
Salix Pharmaceutical Ltd | COM | 795435106 | 8,437 | 54,000 | SH | | SOLE | | 0 | 0 | 54,000 |
Sorrento Therapeutics Inc | COM | 83587F202 | 328 | 72,535 | SH | | SOLE | | 0 | 0 | 72,535 |
St Jude Medical Inc | COM | 790849103 | 3,427 | 57,000 | SH | | SOLE | | 0 | 0 | 57,000 |
Stryker Corp | COM | 863667101 | 1,696 | 21,000 | SH | | SOLE | | 0 | 0 | 21,000 |
Sunesis Pharmaceuticals Inc | COM | 867328601 | 1,436 | 201,171 | SH | | SOLE | | 0 | 0 | 201,171 |
Supernus Pharmaceuticals Inc | COM | 868459108 | 1,842 | 212,000 | SH | | SOLE | | 0 | 0 | 212,000 |
Tesaro Inc | COM | 881569107 | 1,481 | 55,000 | SH | | SOLE | | 0 | 0 | 55,000 |
Teva Pharma Ind Ltd ADR repr 1 Share | COM | 881624209 | 3,171 | 59,000 | SH | | SOLE | | 0 | 0 | 59,000 |
Thermo Fisher Scientific Inc | COM | 883556102 | 5,963 | 49,000 | SH | | SOLE | | 0 | 0 | 49,000 |
Thoratec Corp | COM | 885175307 | 3,576 | 133,800 | SH | | SOLE | | 0 | 0 | 133,800 |
Threshold Pharmaceuticals | COM | 885807206 | 439 | 121,537 | SH | | SOLE | | 0 | 0 | 121,537 |
United Health Group Inc | COM | 91324P102 | 3,019 | 35,000 | SH | | SOLE | | 0 | 0 | 35,000 |
Universal Health Services Inc B | COM | 913903100 | 10,314 | 98,700 | SH | | SOLE | | 0 | 0 | 98,700 |
Vertex Pharmaceuticals Inc | COM | 92532F100 | 4,829 | 43,000 | SH | | SOLE | | 0 | 0 | 43,000 |
Volcano Corp | COM | 928645100 | 470 | 44,221 | SH | | SOLE | | 0 | 0 | 44,221 |
WellPoint Inc | COM | 94973V107 | 4,186 | 35,000 | SH | | SOLE | | 0 | 0 | 35,000 |