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 |
ACLARIS THERAPEUTICS INC | COM | 00461U105 | 5,352 | 340,000 | SH | SOLE | 340,000 | 0 | 0 | ||
AGIOS PHARMACEUTICALS INC | COM | 00847X104 | 2,828 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
AKERO THERAPEUTICS INC | COM | 00973Y108 | 7,832 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
ALKERMES PLC | SHS | G01767105 | 4,466 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 14,011 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
AMEDISYS INC | COM | 023436108 | 3,194 | 33,000 | SH | SOLE | 33,000 | 0 | 0 | ||
AMICUS THERAPEUTICS INC | COM | 03152W109 | 1,357 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
APELLIS PHARMACEUTICALS INC | COM | 03753U106 | 4,781 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
ARCTURUS THERAPEUTICS HLDGS | COM | 03969T109 | 1,927 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
BAXTER INTL INC | COM | 071813109 | 16,158 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
BIOGEN INC | COM | 09062X103 | 13,350 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 9,070 | 107,000 | SH | SOLE | 107,000 | 0 | 0 | ||
BLUEPRINT MEDICINES CORP | COM | 09627Y109 | 6,128 | 93,000 | SH | SOLE | 93,000 | 0 | 0 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 13,556 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
CARDINAL HEALTH INC | COM | 14149Y108 | 13,336 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
CENTENE CORP DEL | COM | 15135B101 | 17,507 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
CINCOR PHARMA INC | COM | 17240Y109 | 1,641 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
CRISPR THERAPEUTICS AG | NAMEN AKT | H17182108 | 14,377 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
CVS HEALTH CORP | COM | 126650100 | 12,398 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
CYTOKINETICS INC | CALL | 23282W905 | 22,108 | 456,300 | SH | Call | SOLE | 456,300 | 0 | 0 | |
CYTOKINETICS INC | COM NEW | 23282W605 | 16,958 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
DANAHER CORPORATION | COM | 235851102 | 7,749 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
DAVITA INC | COM | 23918K108 | 6,208 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
DENALI THERAPEUTICS INC | COM | 24823R105 | 3,529 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
DESIGN THERAPEUTICS INC | COM | 25056L103 | 2,090 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
ELEVANCE HEALTH INC | COM | 036752103 | 18,170 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
ENVISTA HOLDINGS CORPORATION | COM | 29415F104 | 14,436 | 440,000 | SH | SOLE | 440,000 | 0 | 0 | ||
EXACT SCIENCES CORP | COM | 30063P105 | 4,874 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
FORMA THERAPEUTICS HLDGS INC | SHS | 34633R104 | 3,306 | 92,000 | SH | SOLE | 92,000 | 0 | 0 | ||
GOSSAMER BIO INC | COM | 38341P102 | 3,594 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
GUARDANT HEALTH INC | COM | 40131M109 | 24,224 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
HERON THERAPEUTICS INC | COM | 427746102 | 2,954 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
HORIZON THERAPEUTICS PUB L | SHS | G46188101 | 1,857 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
ILLUMINA INC | COM | 452327109 | 5,724 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
INSPIRE MED SYS INC | COM | 457730109 | 7,095 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
INSULET CORP | COM | 45784P101 | 5,735 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
INTELLIA THERAPEUTICS INC | COM | 45826J105 | 6,995 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
IRHYTHM TECHNOLOGIES INC | COM | 450056106 | 6,264 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
ITEOS THERAPEUTICS INC | COM | 46565G104 | 3,715 | 195,000 | SH | SOLE | 195,000 | 0 | 0 | ||
IVERIC BIO INC | COM | 46583P102 | 6,728 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
KRYSTAL BIOTECH INC | COM | 501147102 | 6,273 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
KURA ONCOLOGY INC | COM | 50127T109 | 6,830 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
LIFESTANCE HEALTH GROUP INC | COM | 53228F101 | 3,476 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | ||
LILLY ELI & CO | COM | 532457108 | 8,084 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
LONGBOARD PHARMACEUTICALS IN | COM | 54300N103 | 409 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
MAGENTA THERAPEUTICS INC | COM | 55910K108 | 532 | 377,000 | SH | SOLE | 377,000 | 0 | 0 | ||
MCKESSON CORP | COM | 58155Q103 | 10,196 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
MERCK & CO INC | COM | 58933Y105 | 15,932 | 185,000 | SH | SOLE | 185,000 | 0 | 0 | ||
MIRATI THERAPEUTICS INC | COM | 60468T105 | 4,889 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
MIRUM PHARMACEUTICALS INC | COM | 604749101 | 1,051 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 9,559 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
NEVRO CORP | COM | 64157F103 | 4,660 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
PERRIGO CO PLC | SHS | G97822103 | 11,411 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||
PTC THERAPEUTICS INC | COM | 69366J200 | 8,183 | 163,000 | SH | SOLE | 163,000 | 0 | 0 | ||
RELAY THERAPEUTICS INC | COM | 75943R102 | 13,422 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
REPLIMUNE GROUP INC | COM | 76029N106 | 3,454 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
REVANCE THERAPEUTICS INC | COM | 761330109 | 4,050 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
SAGE THERAPEUTICS INC | COM | 78667J108 | 13,980 | 357,000 | SH | SOLE | 357,000 | 0 | 0 | ||
SANOFI | SPONSORED ADR | 80105N105 | 9,505 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
SI-BONE INC | COM | 825704109 | 3,492 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
TENET HEALTHCARE CORP | COM NEW | 88033G407 | 6,705 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
UNIQURE NV | SHS | N90064101 | 8,123 | 433,000 | SH | SOLE | 433,000 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 7,576 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
VENTYX BIOSCIENCES INC | COM | 92332V107 | 3,491 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
ZENTALIS PHARMACEUTICALS INC | COM | 98943L107 | 11,913 | 550,000 | SH | SOLE | 550,000 | 0 | 0 |