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 |
4D MOLECULAR THERAPEUTICS IN | COM | 35104E100 | 7,965,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
89BIO INC | COM | 282559103 | 3,492,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
ABBVIE INC | COM | 00287Y109 | 24,583,500 | 135,000 | SH | SOLE | 135,000 | 0 | 0 | ||
AGILENT TECHNOLOGIES INC | COM | 00846U101 | 4,365,300 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
ALIGN TECHNOLOGY INC | COM | 016255101 | 4,918,800 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
ALKERMES PLC | SHS | G01767105 | 6,767,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 7,472,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
ALPINE IMMUNE SCIENCES INC | COM | 02083G100 | 9,117,200 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
APELLIS PHARMACEUTICALS INC | COM | 03753U106 | 8,817,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
APOGEE THERAPEUTICS INC | COM | 03770N101 | 2,658,000 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
ARCELLX INC | COMMON STOCK | 03940C100 | 17,735,250 | 255,000 | SH | SOLE | 255,000 | 0 | 0 | ||
AUTOLUS THERAPEUTICS PLC | SPON ADS | 05280R100 | 3,190,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
AVANTOR INC | COM | 05352A100 | 12,785,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
AXSOME THERAPEUTICS INC | COM | 05464T104 | 2,394,000 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
BEIGENE LTD | SPONSORED ADR | 07725L102 | 6,255,600 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
BLUEPRINT MEDICINES CORP | COM | 09627Y109 | 19,920,600 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 41,094,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
BRUKER CORP | COM | 116794108 | 20,666,800 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
CABALETTA BIO INC | COM | 12674W109 | 7,250,500 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
CENCORA INC | COM | 03073E105 | 12,149,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
CHARLES RIV LABS INTL INC | COM | 159864107 | 17,611,750 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
COOPER COS INC | COM | 216648501 | 11,160,600 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
CRINETICS PHARMACEUTICALS IN | COM | 22663K107 | 15,213,250 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
CRISPR THERAPEUTICS AG | NAMEN AKT | H17182108 | 14,995,200 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
CYTOKINETICS INC | COM NEW | 23282W605 | 31,549,500 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
DEXCOM INC | COM | 252131107 | 13,870,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
EDITAS MEDICINE INC | COM | 28106W103 | 3,339,000 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
ELANCO ANIMAL HEALTH INC | COM | 28414H103 | 8,954,000 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
ELEVANCE HEALTH INC | COM | 036752103 | 25,927,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
ELI LILLY & CO | COM | 532457108 | 9,335,520 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
ENCOMPASS HEALTH CORP | COM | 29261A100 | 28,903,000 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
EVOLENT HEALTH INC | CL A | 30050B101 | 8,197,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
EXACT SCIENCES CORP | COM | 30063P105 | 10,359,000 | 150,000 | SH | Call | SOLE | 150,000 | 0 | 0 | |
FATE THERAPEUTICS INC | COM | 31189P102 | 1,468,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
GUARDANT HEALTH INC | COM | 40131M109 | 3,094,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
HUMANA INC | COM | 444859102 | 20,803,200 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
ICON PLC | SHS | G4705A100 | 15,117,750 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
INARI MED INC | COM | 45332Y109 | 9,596,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
INSMED INC | COM PAR $.01 | 457669307 | 35,269,000 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
INSMED INC | COM PAR $.01 | 457669307 | 13,565,000 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
INSPIRE MED SYS INC | COM | 457730109 | 7,088,070 | 33,000 | SH | SOLE | 33,000 | 0 | 0 | ||
INTRA-CELLULAR THERAPIES INC | COM | 46116X101 | 8,650,000 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 19,954,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
KEROS THERAPEUTICS INC | COM | 492327101 | 2,648,000 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
KRYSTAL BIOTECH INC | COM | 501147102 | 14,234,400 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 4,369,200 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
LONGBOARD PHARMACEUTICALS IN | COM | 54300N103 | 21,060,000 | 975,000 | SH | SOLE | 975,000 | 0 | 0 | ||
MACROGENICS INC | COM | 556099109 | 7,360,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
MERCK & CO INC | COM | 58933Y105 | 31,008,250 | 235,000 | SH | SOLE | 235,000 | 0 | 0 | ||
MEREO BIOPHARMA GROUP PLC | SPON ADS | 589492107 | 3,135,000 | 950,000 | SH | SOLE | 950,000 | 0 | 0 | ||
MERUS N V | COM | N5749R100 | 7,429,950 | 165,000 | SH | SOLE | 165,000 | 0 | 0 | ||
MOONLAKE IMMUNOTHERAPEUTICS | CLASS A ORD | 61559X104 | 10,046,000 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
MOONLAKE IMMUNOTHERAPEUTICS | CLASS A ORD | 61559X104 | 11,050,600 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
NATERA INC | COM | 632307104 | 4,573,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 20,688,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
NOVARTIS AG | SPONSORED ADR | 66987V109 | 21,764,250 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
OSCAR HEALTH INC | CL A | 687793109 | 7,435,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
PENUMBRA INC | COM | 70975L107 | 15,622,600 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
REGENERON PHARMACEUTICALS | COM | 75886F107 | 16,362,330 | 17,000 | SH | SOLE | 17,000 | 0 | 0 | ||
REGENXBIO INC | COM | 75901B107 | 16,013,200 | 760,000 | SH | SOLE | 760,000 | 0 | 0 | ||
RELAY THERAPEUTICS INC | COM | 75943R102 | 6,017,500 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | ||
REPLIGEN CORP | COM | 759916109 | 9,196,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
REVOLUTION MEDICINES INC | COM | 76155X100 | 13,536,600 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | ||
REVVITY INC | COM | 714046109 | 5,250,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
ROIVANT SCIENCES LTD | SHS | G76279101 | 6,324,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
SAGE THERAPEUTICS INC | COM | 78667J108 | 3,748,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
SANA BIOTECHNOLOGY INC | COM | 799566104 | 9,800,000 | 980,000 | SH | SOLE | 980,000 | 0 | 0 | ||
SCHOLAR ROCK HLDG CORP | COM | 80706P103 | 5,772,000 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
SHOCKWAVE MED INC | COM | 82489T104 | 13,025,200 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
SPYRE THERAPEUTICS INC | COM NEW | 00773J202 | 3,793,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
TANDEM DIABETES CARE INC | COM NEW | 875372203 | 7,967,250 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
TARSUS PHARMACEUTICALS INC | COM | 87650L103 | 21,446,500 | 590,000 | SH | SOLE | 590,000 | 0 | 0 | ||
TENAYA THERAPEUTICS INC | COM | 87990A106 | 11,767,500 | 2,250,000 | SH | SOLE | 2,250,000 | 0 | 0 | ||
TENET HEALTHCARE CORP | COM NEW | 88033G407 | 44,671,750 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
THE CIGNA GROUP | COM | 125523100 | 14,527,600 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
UNIVERSAL HLTH SVCS INC | CL B | 913903100 | 22,807,500 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
VERA THERAPEUTICS INC | CL A | 92337R101 | 15,523,200 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | ||
VIKING THERAPEUTICS INC | COM | 92686J106 | 24,600,000 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
VIKING THERAPEUTICS INC | COM | 92686J106 | 36,900,000 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 28,197,000 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 |