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 |
ABBVIE INC | COM | 00287Y109 | 8,080,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
ACLARIS THERAPEUTICS INC | COM | 00461U105 | 5,827,500 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | ||
AKERO THERAPEUTICS INC | COM | 00973Y108 | 3,836,000 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 8,317,750 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
AMICUS THERAPEUTICS INC | COM | 03152W109 | 3,992,670 | 327,000 | SH | SOLE | 327,000 | 0 | 0 | ||
ARGENX SE | SPONSORED ADR | 04016X101 | 3,788,300 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
ASTRAZENECA PLC | SPONSORED ADR | 046353108 | 9,492,000 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 17,593,300 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
CARDINAL HEALTH INC | COM | 14149Y108 | 6,457,080 | 84,000 | SH | SOLE | 84,000 | 0 | 0 | ||
CENTENE CORP DEL | COM | 15135B101 | 8,201,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
CHINOOK THERAPEUTICS INC | COM | 16961L106 | 4,585,000 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
CIGNA CORP NEW | COM | 125523100 | 14,910,300 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
COOPER COS INC | COM NEW | 216648402 | 4,960,050 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
CYTOKINETICS INC | COM NEW | 23282W605 | 18,328,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
CYTOKINETICS INC | CALL | 23282W905 | 18,328,000 | 400,000 | SH | Call | SOLE | 400,000 | 0 | 0 | |
DAVITA INC | COM | 23918K108 | 2,464,110 | 33,000 | SH | SOLE | 33,000 | 0 | 0 | ||
DOXIMITY INC | CL A | 26622P107 | 4,396,360 | 131,000 | SH | SOLE | 131,000 | 0 | 0 | ||
ELEVANCE HEALTH INC | COM | 036752103 | 12,824,250 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
ENVISTA HOLDINGS CORPORATION | COM | 29415F104 | 3,367,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
EXACT SCIENCES CORP | COM | 30063P105 | 13,615,250 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
FIBROGEN INC | COM | 31572Q808 | 2,803,500 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
GILEAD SCIENCES INC | COM | 375558103 | 10,302,000 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
GUARDANT HEALTH INC | COM | 40131M109 | 12,920,000 | 475,000 | SH | SOLE | 475,000 | 0 | 0 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 10,318,280 | 43,000 | SH | SOLE | 43,000 | 0 | 0 | ||
INSPIRE MED SYS INC | COM | 457730109 | 15,112,800 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
INTELLIA THERAPEUTICS INC | COM | 45826J105 | 5,233,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 11,675,400 | 44,000 | SH | SOLE | 44,000 | 0 | 0 | ||
IRHYTHM TECHNOLOGIES INC | COM | 450056106 | 1,873,400 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
ITEOS THERAPEUTICS INC | COM | 46565G104 | 5,273,100 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
KEROS THERAPEUTICS INC | COM | 492327101 | 2,881,200 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
KRYSTAL BIOTECH INC | COM | 501147102 | 9,110,300 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
KYMERA THERAPEUTICS INC | COM | 501575104 | 2,496,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
LONGBOARD PHARMACEUTICALS IN | COM | 54300N103 | 792,180 | 243,000 | SH | SOLE | 243,000 | 0 | 0 | ||
MADRIGAL PHARMACEUTICALS INC | PUT | 558868955 | 14,512,500 | 50,000 | SH | Put | SOLE | 50,000 | 0 | 0 | |
MAGENTA THERAPEUTICS INC | COM | 55910K108 | 164,320 | 416,000 | SH | SOLE | 416,000 | 0 | 0 | ||
MERCK & CO INC | COM | 58933Y105 | 16,642,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
MODERNA INC | COM | 60770K107 | 17,962,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
NATERA INC | COM | 632307104 | 3,494,790 | 87,000 | SH | SOLE | 87,000 | 0 | 0 | ||
NEVRO CORP | COM | 64157F103 | 4,316,400 | 109,000 | SH | SOLE | 109,000 | 0 | 0 | ||
PENUMBRA INC | COM | 70975L107 | 6,673,800 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
PRIVIA HEALTH GROUP INC | COM | 74276R102 | 2,952,300 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
PROMETHEUS BIOSCIENCES INC | COM | 74349U108 | 2,200,000 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
PTC THERAPEUTICS INC | COM | 69366J200 | 3,817,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
QUEST DIAGNOSTICS INC | COM | 74834L100 | 15,644,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
RAPT THERAPEUTICS INC | COM | 75382E109 | 2,158,200 | 109,000 | SH | SOLE | 109,000 | 0 | 0 | ||
REATA PHARMACEUTICALS INC | CL A | 75615P103 | 3,229,150 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
RELAY THERAPEUTICS INC | COM | 75943R102 | 9,337,500 | 625,000 | SH | SOLE | 625,000 | 0 | 0 | ||
REPLIMUNE GROUP INC | COM | 76029N106 | 5,984,000 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
REVANCE THERAPEUTICS INC | COM | 761330109 | 4,430,400 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
SAGE THERAPEUTICS INC | COM | 78667J108 | 13,730,400 | 360,000 | SH | SOLE | 360,000 | 0 | 0 | ||
SANOFI | SPONSORED ADR | 80105N105 | 9,686,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
SUPERNUS PHARMACEUTICALS INC | COM | 868459108 | 1,426,800 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
TELEFLEX INCORPORATED | COM | 879369106 | 4,992,600 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
TG THERAPEUTICS INC | COM | 88322Q108 | 1,774,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
UNIQURE NV | SHS | N90064101 | 12,468,500 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
UNIVERSAL HLTH SVCS INC | CL B | 913903100 | 14,089,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
VENTYX BIOSCIENCES INC | COM | 92332V107 | 6,885,900 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
VIKING THERAPEUTICS INC | COM | 92686J106 | 5,640,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 4,670,000 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
ZENTALIS PHARMACEUTICALS INC | COM | 98943L107 | 15,105,000 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | 8,287,500 | 65,000 | SH | SOLE | 65,000 | 0 | 0 |