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 Laboratories | COM | 002824100 | 12,930 | 212,000 | SH | SOLE | 0 | 0 | 212,000 | ||
AbbVie Inc | COM | 00287Y109 | 6,486 | 70,000 | SH | SOLE | 0 | 0 | 70,000 | ||
Abiomed Inc | COM | 003654100 | 24,707 | 60,400 | SH | SOLE | 0 | 0 | 60,400 | ||
Acadia Pharmaceuticals Inc | COM | 004225108 | 3,359 | 220,000 | SH | SOLE | 0 | 0 | 220,000 | ||
Achillion Pharmaceuticals Inc | COM | 00448Q201 | 1,748 | 617,800 | SH | SOLE | 0 | 0 | 617,800 | ||
Adamas Pharmaceuticals Inc | COM | 00548A106 | 8,477 | 328,193 | SH | SOLE | 0 | 0 | 328,193 | ||
Adverum Biotechnologies Inc | COM | 00773U108 | 816 | 153,965 | SH | SOLE | 0 | 0 | 153,965 | ||
Aerie Pharmaceuticals Inc | COM | 00771V108 | 4,729 | 70,000 | SH | SOLE | 0 | 0 | 70,000 | ||
Aetna Inc | COM | 00817Y108 | 12,845 | 70,000 | SH | SOLE | 0 | 0 | 70,000 | ||
Agios Pharmaceuticals Inc | COM | 00847X104 | 13,513 | 160,428 | SH | SOLE | 0 | 0 | 160,428 | ||
Alexion Pharmaceuticals Inc | COM | 015351109 | 23,820 | 191,863 | SH | SOLE | 0 | 0 | 191,863 | ||
Alkermes Plc | SHS | G01767105 | 11,936 | 290,000 | SH | SOLE | 0 | 0 | 290,000 | ||
Allergan Plc | SHS | G0177J108 | 20,848 | 125,045 | SH | SOLE | 0 | 0 | 125,045 | ||
Alnylam Pharmaceuticals Inc | COM | 02043Q107 | 11,225 | 113,967 | SH | SOLE | 0 | 0 | 113,967 | ||
Alphabet Inc A | CAP STK CL A | 02079K305 | 201 | 178 | SH | SOLE | 0 | 0 | 178 | ||
AmerisourceBergen Corp | COM | 03073E105 | 10,596 | 124,261 | SH | SOLE | 0 | 0 | 124,261 | ||
Anheuser-Busch InBev SA ADR spons repr 1 Share | SPONSORED ADR | 03524A108 | 382 | 3,788 | SH | SOLE | 0 | 0 | 3,788 | ||
Anthem Inc | COM | 036752103 | 18,090 | 76,000 | SH | SOLE | 0 | 0 | 76,000 | ||
Arena Pharmaceuticals Inc Reg | COM NEW | 040047607 | 12,409 | 284,621 | SH | SOLE | 0 | 0 | 284,621 | ||
Array BioPharma Inc | COM | 04269X105 | 12,138 | 723,370 | SH | SOLE | 0 | 0 | 723,370 | ||
Becton Dickinson & Co | COM | 075887109 | 20,363 | 85,000 | SH | SOLE | 0 | 0 | 85,000 | ||
Biogen Inc | COM | 09062X103 | 3,773 | 13,000 | SH | SOLE | 0 | 0 | 13,000 | ||
BioMarin Pharmaceutical Inc | COM | 09061G101 | 22,594 | 239,849 | SH | SOLE | 0 | 0 | 239,849 | ||
Boston Scientific Corp | COM | 101137107 | 11,379 | 347,968 | SH | SOLE | 0 | 0 | 347,968 | ||
Bristol Myers Squibb Co | COM | 110122108 | 24,350 | 440,000 | SH | SOLE | 0 | 0 | 440,000 | ||
Celgene Corp | COM | 151020104 | 16,734 | 210,698 | SH | SOLE | 0 | 0 | 210,698 | ||
Centene Corp | COM | 15135B101 | 8,009 | 65,000 | SH | SOLE | 0 | 0 | 65,000 | ||
Chevron Corp | COM | 166764100 | 472 | 3,733 | SH | SOLE | 0 | 0 | 3,733 | ||
Chimerix Inc | COM | 16934W106 | 1,628 | 342,000 | SH | SOLE | 0 | 0 | 342,000 | ||
Cigna Corp | COM | 125509109 | 22,161 | 130,400 | SH | SOLE | 0 | 0 | 130,400 | ||
Coherus BioSciences Inc | COM | 19249H103 | 4,900 | 350,000 | SH | SOLE | 0 | 0 | 350,000 | ||
CVS Health Corp | COM | 126650100 | 24,058 | 373,868 | SH | SOLE | 0 | 0 | 370,000 | ||
Diplomat Pharmacy Inc Reg | COM | 25456K101 | 3,639 | 142,364 | SH | SOLE | 0 | 0 | 142,364 | ||
Edwards Lifesciences Corp | COM | 28176E108 | 9,952 | 68,364 | SH | SOLE | 0 | 0 | 68,364 | ||
Eli Lilly & Co | COM | 532457108 | 17,066 | 200,000 | SH | SOLE | 0 | 0 | 200,000 | ||
Esperion Therapeutics Inc | COM | 29664W105 | 15,925 | 406,361 | SH | SOLE | 0 | 0 | 406,361 | ||
Exelixis Inc | COM | 30161Q104 | 20,255 | 941,214 | SH | SOLE | 0 | 0 | 941,214 | ||
Express Scripts Hg Co | COM | 30219G108 | 22,777 | 295,000 | SH | SOLE | 0 | 0 | 295,000 | ||
Exxon Mobil Corp | COM | 30231G102 | 563 | 6,804 | SH | SOLE | 0 | 0 | 6,804 | ||
FibroGen Inc | COM | 31572Q808 | 14,996 | 239,547 | SH | SOLE | 0 | 0 | 239,547 | ||
Flexion Therapeutics Inc | COM | 33938J106 | 9,094 | 351,786 | SH | SOLE | 0 | 0 | 351,786 | ||
Ford Motor Co | COM PAR | 345370860 | 359 | 32,405 | SH | SOLE | 0 | 0 | 32,405 | ||
Gilead Sciences Inc | COM | 375558103 | 18,562 | 262,027 | SH | SOLE | 0 | 0 | 258,200 | ||
Glaukos Corp | COM | 377322102 | 14,630 | 360,000 | SH | SOLE | 0 | 0 | 360,000 | ||
Halliburton Co (Hg Co) | COM | 406216101 | 415 | 9,221 | SH | SOLE | 0 | 0 | 9,221 | ||
Horizon Pharma Plc | SHS | G4617B105 | 27,029 | 1,632,212 | SH | SOLE | 0 | 0 | 1,632,212 | ||
Humana Inc | COM | 444859102 | 21,727 | 73,000 | SH | SOLE | 0 | 0 | 73,000 | ||
IBM Corp | COM | 459200101 | 344 | 2,461 | SH | SOLE | 0 | 0 | 2,461 | ||
Immunomedics Inc | COM | 452907108 | 10,778 | 455,330 | SH | SOLE | 0 | 0 | 455,330 | ||
Incyte Corp Ltd | COM | 45337C102 | 25,712 | 383,763 | SH | SOLE | 0 | 0 | 383,763 | ||
Intra-Cellular Therapies Inc | COM | 46116X101 | 12,315 | 696,957 | SH | SOLE | 0 | 0 | 696,957 | ||
Iovance Biotherapeutics Inc Reg | COM | 462260100 | 10,848 | 847,476 | SH | SOLE | 0 | 0 | 847,476 | ||
Janus Henderson Group Plc Reg | ORD SHS | G4474Y214 | 363 | 11,828 | SH | SOLE | 0 | 0 | 11,828 | ||
Jazz Pharmaceuticals Plc | SHS USD | G50871105 | 22,130 | 128,436 | SH | SOLE | 0 | 0 | 128,436 | ||
Johnson & Johnson | COM | 478160104 | 7,280 | 60,000 | SH | SOLE | 0 | 0 | 60,000 | ||
JPMorgan Chase & Co | COM | 46625H100 | 441 | 4,235 | SH | SOLE | 0 | 0 | 4,235 | ||
Livanova Plc | SHS | G5509L101 | 8,485 | 85,000 | SH | SOLE | 0 | 0 | 85,000 | ||
Loxo Oncology Inc | COM | 548862101 | 21,331 | 122,961 | SH | SOLE | 0 | 0 | 122,961 | ||
Macrogenics Inc | COM | 556099109 | 6,711 | 325,000 | SH | SOLE | 0 | 0 | 325,000 | ||
Medicines Co | COM | 584688105 | 4,037 | 110,000 | SH | SOLE | 0 | 0 | 110,000 | ||
Medtronic Plc Reg | SHS | G5960L103 | 23,960 | 279,874 | SH | SOLE | 0 | 0 | 275,110 | ||
Microsoft Corp | COM | 594918104 | 285 | 2,887 | SH | SOLE | 0 | 0 | 2,887 | ||
MyoKardia Inc Reg | COM | 62857M105 | 9,844 | 198,272 | SH | SOLE | 0 | 0 | 198,272 | ||
Nektar Therapeutics | COM | 640268108 | 30,160 | 617,652 | SH | SOLE | 0 | 0 | 617,652 | ||
Neurocrine Biosciences Inc | COM | 64125C109 | 10,843 | 110,377 | SH | SOLE | 0 | 0 | 110,377 | ||
NovoCure Ltd Reg | ORD SHS | G6674U108 | 14,085 | 450,000 | SH | SOLE | 0 | 0 | 450,000 | ||
Omnicell Inc | COM | 68213N109 | 5,789 | 110,375 | SH | SOLE | 0 | 0 | 110,375 | ||
Pfizer Inc | COM | 717081103 | 318 | 8,754 | SH | SOLE | 0 | 0 | 8,754 | ||
Pieris Pharmaceuticals Inc Reg | COM | 720795103 | 1,521 | 300,000 | SH | SOLE | 0 | 0 | 300,000 | ||
Portola Pharmaceuticals Inc | COM | 737010108 | 13,306 | 352,302 | SH | SOLE | 0 | 0 | 352,302 | ||
Qualcomm Inc | COM | 747525103 | 407 | 7,247 | SH | SOLE | 0 | 0 | 7,247 | ||
Regeneron Pharmaceuticals Inc | COM | 75886F107 | 5,865 | 17,000 | SH | SOLE | 0 | 0 | 17,000 | ||
Regulus Therapeutic Inc | COM | 75915K101 | 325 | 492,878 | SH | SOLE | 0 | 0 | 492,878 | ||
Revance Therapeutics Inc | COM | 761330109 | 5,577 | 203,181 | SH | SOLE | 0 | 0 | 203,181 | ||
Rigel Pharmaceuticals Inc | COM NEW | 766559603 | 4,820 | 1,703,278 | SH | SOLE | 0 | 0 | 1,703,278 | ||
Sage Therapeutics Inc | COM | 78667J108 | 20,299 | 129,679 | SH | SOLE | 0 | 0 | 129,679 | ||
Sangamo Therapeutics Inc Reg | COM | 800677106 | 14,937 | 1,051,933 | SH | SOLE | 0 | 0 | 1,051,933 | ||
Seattle Genetics Inc Reg | COM | 812578102 | 15,270 | 230,000 | SH | SOLE | 0 | 0 | 230,000 | ||
Spark Therapeutics Inc | COM | 84652J103 | 14,698 | 177,600 | SH | SOLE | 0 | 0 | 177,600 | ||
Sunesis Pharmaceuticals Inc Reg | COM PAR | 867328700 | 907 | 427,642 | SH | SOLE | 0 | 0 | 427,642 | ||
Symantec Corp | COM | 871503108 | 261 | 12,635 | SH | SOLE | 0 | 0 | 12,635 | ||
United Health Group Inc | COM | 91324P102 | 23,553 | 96,000 | SH | SOLE | 0 | 0 | 96,000 | ||
Walgreens Boots Alliance Inc | COM | 931427108 | 19,805 | 330,000 | SH | SOLE | 0 | 0 | 330,000 | ||
Walt Disney Co (The) | COM DISNEY | 254687106 | 365 | 3,483 | SH | SOLE | 0 | 0 | 3,483 | ||
Wells Fargo & Co | COM | 949746101 | 325 | 5,858 | SH | SOLE | 0 | 0 | 5,858 | ||
Vertex Pharmaceuticals Inc | COM | 92532F100 | 26,344 | 155,000 | SH | SOLE | 0 | 0 | 155,000 | ||
ViewRay Inc Reg | COM | 92672L107 | 3,575 | 516,623 | SH | SOLE | 0 | 0 | 516,623 | ||
Xencor Inc | COM | 98401F105 | 8,011 | 216,443 | SH | SOLE | 0 | 0 | 216,443 | ||
Zogenix Inc Reg | COM NEW | 98978L204 | 2,210 | 50,000 | SH | SOLE | 0 | 0 | 50,000 |