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 | 6,937,700 | 110,000 | SH | | SOLE | | 0 | 0 | 110,000 |
Abiomed Inc | COM | 003654100 | 10,929,300 | 85,000 | SH | | SOLE | | 0 | 0 | 85,000 |
Acadia Pharmaceuticals Inc | COM | 004225108 | 1,590,500 | 50,000 | SH | | SOLE | | 0 | 0 | 50,000 |
Achillion Pharmaceuticals | COM | 00448Q201 | 2,154,600 | 266,000 | SH | | SOLE | | 0 | 0 | 266,000 |
Adamas Pharmaceuticals Inc | COM | 00548A106 | 2,133,300 | 130,000 | SH | | SOLE | | 0 | 0 | 130,000 |
Adverum Biotechnologies Inc | COM | 00773U108 | 632,965 | 154,006 | SH | | SOLE | | 0 | 0 | 154,006 |
Aetna Inc | COM | 00817Y108 | 4,848,900 | 42,000 | SH | | SOLE | | 0 | 0 | 42,000 |
Alexion Pharmaceuticals Inc | COM | 015351109 | 19,814,963 | 161,702 | SH | | SOLE | | 0 | 0 | 161,702 |
Alkermes Plc | SHS | G01767105 | 8,258,421 | 175,599 | SH | | SOLE | | 0 | 0 | 175,599 |
Allergan Plc | SHS | G0177J108 | 18,309,645 | 79,500 | SH | | SOLE | | 0 | 0 | 79,500 |
Alnylam Pharmaceuticals Inc | COM | 02043Q107 | 8,811,400 | 130,000 | SH | | SOLE | | 0 | 0 | 130,000 |
Amerisourcebergen Corp | COM | 03073E105 | 4,281,340 | 53,000 | SH | | SOLE | | 0 | 0 | 53,000 |
Amgen Inc | COM | 031162100 | 9,174,550 | 55,000 | SH | | SOLE | | 0 | 0 | 55,000 |
Anthem Inc | COM | 036752102 | 8,450,155 | 67,434 | SH | | SOLE | | 0 | 0 | 67,434 |
Anthera Pharmaceuticals Inc | COM | 03674U201 | 945,000 | 300,000 | SH | | SOLE | | 0 | 0 | 300,000 |
Ariad Pharmaceuticals Inc | COM | 04033A100 | 9,240,750 | 675,000 | SH | | SOLE | | 0 | 0 | 675,000 |
Array Biopharma Inc | COM | 04269X105 | 3,712,500 | 550,000 | SH | | SOLE | | 0 | 0 | 550,000 |
Biogen Inc | COM | 09062X103 | 17,842,710 | 57,000 | SH | | SOLE | | 0 | 0 | 57,000 |
Biomarin Pharmaceutical Inc | COM | 09061G101 | 12,952,800 | 140,000 | SH | | SOLE | | 0 | 0 | 140,000 |
Bristol-Myers Squibb Co | COM | 110122108 | 12,779,040 | 237,000 | SH | | SOLE | | 0 | 0 | 237,000 |
Cardinal Health Inc | COM | 14149Y108 | 4,273,500 | 55,000 | SH | | SOLE | | 0 | 0 | 55,000 |
Catabasis Pharmaceuticals In | COM | 14875P107 | 616,000 | 100,000 | SH | | SOLE | | 0 | 0 | 100,000 |
Caterpillar Inc | COM | 149123101 | 193,341 | 2,178 | SH | | SOLE | | 0 | 0 | 2,178 |
Celgene Corp | COM | 151020104 | 19,442,580 | 186,000 | SH | | SOLE | | 0 | 0 | 186,000 |
Cempra Inc | COM | 15130J109 | 3,896,200 | 161,000 | SH | | SOLE | | 0 | 0 | 161,000 |
Centene Corp | COM | 15135B101 | 5,356,800 | 80,000 | SH | | SOLE | | 0 | 0 | 80,000 |
Chimerix Inc | COM | 16934W106 | 3,047,000 | 550,000 | SH | | SOLE | | 0 | 0 | 550,000 |
Cigna Corp | COM | 125509109 | 10,946,880 | 84,000 | SH | | SOLE | | 0 | 0 | 84,000 |
Coherus Biosciences Inc | COM | 19249H103 | 3,517,740 | 131,357 | SH | | SOLE | | 0 | 0 | 131,357 |
Concert Pharmaceuticals Inc | COM | 206022105 | 304,301 | 30,099 | SH | | SOLE | | 0 | 0 | 30,099 |
Cooper Cos Inc/The | COM | 216648402 | 3,585,200 | 20,000 | SH | | SOLE | | 0 | 0 | 20,000 |
Cvs Health Corp | COM | 126650100 | 14,238,400 | 160,000 | SH | | SOLE | | 0 | 0 | 160,000 |
Davita Inc | COM | 23918K108 | 3,633,850 | 55,000 | SH | | SOLE | | 0 | 0 | 55,000 |
Dexcom Inc | COM | 252131107 | 5,697,900 | 65,000 | SH | | SOLE | | 0 | 0 | 65,000 |
Dynavax Technologies Corp | COM | 268158201 | 3,147,000 | 300,000 | SH | | SOLE | | 0 | 0 | 300,000 |
Edwards Lifesciences Corp | COM | 28176E108 | 6,630,800 | 55,000 | SH | | SOLE | | 0 | 0 | 55,000 |
Eli Lilly & Co | COM | 532457108 | 20,466,300 | 255,000 | SH | | SOLE | | 0 | 0 | 255,000 |
Endo International Plc | SHS | G30401106 | 7,258,030 | 360,200 | SH | | SOLE | | 0 | 0 | 360,200 |
Endologix Inc | COM | 29266S106 | 5,568,000 | 435,000 | SH | | SOLE | | 0 | 0 | 435,000 |
Esperion Therapeutics Inc | COM | 29664W105 | 1,800,500 | 130,000 | SH | | SOLE | | 0 | 0 | 130,000 |
Exelixis Inc | COM | 30161Q104 | 7,674,000 | 600,000 | SH | | SOLE | | 0 | 0 | 600,000 |
Express Scripts Holding Co | COM | 30219G108 | 7,828,830 | 111,000 | SH | | SOLE | | 0 | 0 | 111,000 |
Exxon Mobil Corp | COM | 30231G102 | 183,463 | 2,102 | SH | | SOLE | | 0 | 0 | 2,102 |
Fibrogen Inc | COM | 31572Q808 | 2,152,800 | 104,000 | SH | | SOLE | | 0 | 0 | 104,000 |
Ford Motor Co | COM | 345370860 | 176,355 | 14,611 | SH | | SOLE | | 0 | 0 | 14,611 |
Gilead Sciences Inc | COM | 375558102 | 16,401,892 | 207,304 | SH | | SOLE | | 0 | 0 | 207,304 |
Glaukos Corp | COM | 377322102 | 192,474 | 5,100 | SH | | SOLE | | 0 | 0 | 5,100 |
Halliburton Co | COM | 406216101 | 189,887 | 4,231 | SH | | SOLE | | 0 | 0 | 4,231 |
Halozyme Therapeutics Inc | COM | 40637H109 | 3,020,000 | 250,000 | SH | | SOLE | | 0 | 0 | 250,000 |
Hca Holdings Inc | COM | 40412C101 | 8,319,300 | 110,000 | SH | | SOLE | | 0 | 0 | 110,000 |
Hologic Inc | COM | 436440101 | 6,989,400 | 180,000 | SH | | SOLE | | 0 | 0 | 180,000 |
Horizon Pharma Plc | SHS | G4617B105 | 6,617,450 | 365,000 | SH | | SOLE | | 0 | 0 | 365,000 |
Humana Inc | COM | 444859102 | 4,422,250 | 25,000 | SH | | SOLE | | 0 | 0 | 25,000 |
Incyte Corp | COM | 45337C102 | 17,443,650 | 185,000 | SH | | SOLE | | 0 | 0 | 185,000 |
Insulet Corp | COM | 45784P101 | 2,333,580 | 57,000 | SH | | SOLE | | 0 | 0 | 57,000 |
Intercept Pharmaceuticals In | COM | 45845P108 | 1,645,900 | 10,000 | SH | | SOLE | | 0 | 0 | 10,000 |
Intl Business Machines Corp | COM | 459200101 | 181,566 | 1,143 | SH | | SOLE | | 0 | 0 | 1,143 |
Intra-Cellular Therapies Inc | COM | 46116X101 | 2,057,400 | 135,000 | SH | | SOLE | | 0 | 0 | 135,000 |
Jazz Pharmaceuticals Plc | SHS | G50871105 | 7,288,800 | 60,000 | SH | | SOLE | | 0 | 0 | 60,000 |
Johnson & Johnson | COM | 478160104 | 1,771,950 | 15,000 | SH | | SOLE | | 0 | 0 | 15,000 |
Jpmorgan Chase & Co | COM | 46625H100 | 178,994 | 2,688 | SH | | SOLE | | 0 | 0 | 2,688 |
Keryx Biopharmaceuticals | COM | 492515101 | 2,655,589 | 500,111 | SH | | SOLE | | 0 | 0 | 500,111 |
Kite Pharma Inc | COM | 49803L109 | 5,027,400 | 90,000 | SH | | SOLE | | 0 | 0 | 90,000 |
Laboratory Crp Of Amer Hldgs | COM | 50540R409 | 4,124,400 | 30,000 | SH | | SOLE | | 0 | 0 | 30,000 |
Lion Biotechnologies Inc | COM | 53619R102 | 5,349,500 | 650,000 | SH | | SOLE | | 0 | 0 | 650,000 |
Macrogenics Inc | COM | 556099109 | 4,187,400 | 140,000 | SH | | SOLE | | 0 | 0 | 140,000 |
Mckesson Corp | COM | 58155Q103 | 4,168,750 | 25,000 | SH | | SOLE | | 0 | 0 | 25,000 |
Mednax Inc | COM | 58502B106 | 596,250 | 9,000 | SH | | SOLE | | 0 | 0 | 9,000 |
Medtronic Plc | SHS | G5960L102 | 14,608,339 | 169,078 | SH | | SOLE | | 0 | 0 | 169,078 |
Merck & Co. Inc. | COM | 58933Y105 | 12,482,000 | 200,000 | SH | | SOLE | | 0 | 0 | 200,000 |
Microsoft Corp | COM | 594918104 | 180,864 | 3,140 | SH | | SOLE | | 0 | 0 | 3,140 |
Mirati Therapeutics Inc | COM | 60468T105 | 330,500 | 50,000 | SH | | SOLE | | 0 | 0 | 50,000 |
Nektar Therapeutics | COM | 640268108 | 6,700,200 | 390,000 | SH | | SOLE | | 0 | 0 | 390,000 |
Neurocrine Biosciences Inc | COM | 64125C109 | 2,025,600 | 40,000 | SH | | SOLE | | 0 | 0 | 40,000 |
Neuroderm Ltd | SHS | M74231107 | 2,672,656 | 144,546 | SH | | SOLE | | 0 | 0 | 144,546 |
Nevro Corp | COM | 64157F103 | 5,146,427 | 49,300 | SH | | SOLE | | 0 | 0 | 49,300 |
Nxstage Medical Inc | COM | 67072V103 | 3,631,047 | 145,300 | SH | | SOLE | | 0 | 0 | 145,300 |
Ocular Therapeutix Inc | COM | 67576A100 | 274,800 | 40,000 | SH | �� | SOLE | | 0 | 0 | 40,000 |
Omnicell Inc | COM | 68213N109 | 4,539,967 | 118,537 | SH | | SOLE | | 0 | 0 | 118,537 |
Orexigen Therapeutics Inc | COM | 686164302 | 398,400 | 120,000 | SH | | SOLE | | 0 | 0 | 120,000 |
Perrigo Co Plc | SHS | G97822103 | 3,231,550 | 35,000 | SH | | SOLE | | 0 | 0 | 35,000 |
Pfizer Inc | COM | 717081102 | 18,809,874 | 555,355 | SH | | SOLE | | 0 | 0 | 555,355 |
Portola Pharmaceuticals Inc | COM | 737010108 | 2,743,482 | 120,805 | SH | | SOLE | | 0 | 0 | 120,805 |
Qualcomm Inc | COM | 747525103 | 196,526 | 2,869 | SH | | SOLE | | 0 | 0 | 2,869 |
Radius Health Inc | COM | 750469207 | 4,056,750 | 75,000 | SH | | SOLE | | 0 | 0 | 75,000 |
Regeneron Pharmaceuticals | COM | 75886F107 | 11,859,590 | 29,500 | SH | | SOLE | | 0 | 0 | 29,500 |
Regulus Therapeutics Inc | COM | 75915K101 | 990,000 | 300,000 | SH | | SOLE | | 0 | 0 | 300,000 |
Revance Therapeutics Inc | COM | 761330109 | 3,404,100 | 210,000 | SH | | SOLE | | 0 | 0 | 210,000 |
Rigel Pharmaceuticals Inc | COM | 766559603 | 5,138,000 | 1,400,000 | SH | | SOLE | | 0 | 0 | 1,400,000 |
Rite Aid Corp | COM | 767754104 | 2,307,000 | 300,000 | SH | | SOLE | | 0 | 0 | 300,000 |
Shire Plc | SPONSORED ADR | 82481R106 | 26,595,290 | 409,858 | SH | | SOLE | | 0 | 0 | 409,858 |
Supernus Pharmaceuticals Inc | COM | 868459108 | 6,677,100 | 270,000 | SH | | SOLE | | 0 | 0 | 270,000 |
Tandem Diabetes Care Inc | COM | 875372104 | 1,792,440 | 234,000 | SH | | SOLE | | 0 | 0 | 234,000 |
Tesaro Inc | COM | 881569107 | 2,155,160 | 21,500 | SH | | SOLE | | 0 | 0 | 21,500 |
Tetraphase Pharmaceuticals I | COM | 88165N105 | 1,149,000 | 300,000 | SH | | SOLE | | 0 | 0 | 300,000 |
Teva Pharmaceutical-Sp Adr | SHS | 881624209 | 12,422,700 | 270,000 | SH | | SOLE | | 0 | 0 | 270,000 |
Thermo Fisher Scientific Inc | COM | 883556102 | 3,976,500 | 25,000 | SH | | SOLE | | 0 | 0 | 25,000 |
Threshold Pharmaceuticals | COM | 885807206 | 136,541 | 201,537 | SH | | SOLE | | 0 | 0 | 201,537 |
Unitedhealth Group Inc | COM | 91324P102 | 18,200,000 | 130,000 | SH | | SOLE | | 0 | 0 | 130,000 |
Universal Health Services-B | COM | 913903100 | 3,696,600 | 30,000 | SH | | SOLE | | 0 | 0 | 30,000 |
Valeant Pharmaceuticals Inte | COM | 91911K102 | 1,227,500 | 50,000 | SH | | SOLE | | 0 | 0 | 50,000 |
Walgreens Boots Alliance Inc | COM | 931427108 | 5,240,300 | 65,000 | SH | | SOLE | | 0 | 0 | 65,000 |
Wells Fargo & Co | COM | 949746101 | 200,234 | 4,522 | SH | | SOLE | | 0 | 0 | 4,522 |
Vertex Pharmaceuticals Inc | COM | 92532F100 | 6,977,934 | 80,013 | SH | | SOLE | | 0 | 0 | 80,013 |
Xencor Inc | COM | 98401F105 | 5,510,250 | 225,000 | SH | | SOLE | | 0 | 0 | 225,000 |
Zeltiq Aesthetics Inc | COM | 98933Q108 | 6,275,200 | 160,000 | SH | | SOLE | | 0 | 0 | 160,000 |
Zimmer Biomet Holdings Inc | COM | 98956P102 | 11,051,700 | 85,000 | SH | | SOLE | | 0 | 0 | 85,000 |