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 | 12,908,970 | 81,000 | SH | SOLE | 81,000 | 0 | 0 | ||
ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 | 4,407,250 | 61,000 | SH | SOLE | 61,000 | 0 | 0 | ||
ACLARIS THERAPEUTICS INC | COM | 00461U105 | 1,820,250 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
ACLARIS THERAPEUTICS INC | CALL | 00461U905 | 2,022,500 | 250,000 | SH | Call | SOLE | 250,000 | 0 | 0 | |
AGIOS PHARMACEUTICALS INC | COM | 00847X104 | 4,892,610 | 213,000 | SH | SOLE | 213,000 | 0 | 0 | ||
AKERO THERAPEUTICS INC | COM | 00973Y108 | 2,678,200 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
ALIGN TECHNOLOGY INC | COM | 016255101 | 7,351,080 | 22,000 | SH | SOLE | 22,000 | 0 | 0 | ||
ALKERMES PLC | SHS | G01767105 | 5,046,010 | 179,000 | SH | SOLE | 179,000 | 0 | 0 | ||
ALLOGENE THERAPEUTICS INC | COM | 019770106 | 2,000,700 | 405,000 | SH | SOLE | 405,000 | 0 | 0 | ||
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 4,006,400 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
AMICUS THERAPEUTICS INC | COM | 03152W109 | 3,382,450 | 305,000 | SH | SOLE | 305,000 | 0 | 0 | ||
ARGENX SE | SPONSORED ADR | 04016X101 | 4,470,960 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
BAXTER INTL INC | COM | 071813109 | 8,112,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
BIOGEN INC | COM | 09062X103 | 11,121,200 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 9,724,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 7,604,560 | 152,000 | SH | SOLE | 152,000 | 0 | 0 | ||
CARDINAL HEALTH INC | COM | 14149Y108 | 11,476,000 | 152,000 | SH | SOLE | 152,000 | 0 | 0 | ||
CATALENT INC | COM | 148806102 | 3,285,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
CHINOOK THERAPEUTICS INC | COM | 16961L106 | 3,518,800 | 152,000 | SH | SOLE | 152,000 | 0 | 0 | ||
COOPER COS INC | COM NEW | 216648402 | 14,934,400 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
CRISPR THERAPEUTICS AG | NAMEN AKT | H17182108 | 4,523,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
CYTOKINETICS INC | COM NEW | 23282W605 | 21,114,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
DYNE THERAPEUTICS INC | COM | 26818M108 | 656,640 | 57,000 | SH | SOLE | 57,000 | 0 | 0 | ||
ELEVANCE HEALTH INC | COM | 036752103 | 23,450,310 | 51,000 | SH | SOLE | 51,000 | 0 | 0 | ||
ENVISTA HOLDINGS CORPORATION | COM | 29415F104 | 6,213,760 | 152,000 | SH | SOLE | 152,000 | 0 | 0 | ||
EXACT SCIENCES CORP | COM | 30063P105 | 10,985,220 | 162,000 | SH | SOLE | 162,000 | 0 | 0 | ||
EXSCIENTIA PLC | ADS | 30223G102 | 805,600 | 152,000 | SH | SOLE | 152,000 | 0 | 0 | ||
FIBROGEN INC | COM | 31572Q808 | 1,903,320 | 102,000 | SH | SOLE | 102,000 | 0 | 0 | ||
GOODRX HLDGS INC | COM CL A | 38246G108 | 1,268,750 | 203,000 | SH | SOLE | 203,000 | 0 | 0 | ||
GUARDANT HEALTH INC | COM | 40131M109 | 8,204,000 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 11,865,600 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
HOLOGIC INC | COM | 436440101 | 6,052,500 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
HUMANA INC | COM | 444859102 | 9,709,200 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
IDEXX LABS INC | COM | 45168D104 | 10,001,600 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
INARI MED INC | COM | 45332Y109 | 6,174,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
INSPIRE MED SYS INC | COM | 457730109 | 18,725,600 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
IRHYTHM TECHNOLOGIES INC | COM | 450056106 | 3,720,900 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
ITEOS THERAPEUTICS INC | COM | 46565G104 | 2,449,800 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
KEROS THERAPEUTICS INC | COM | 492327101 | 2,135,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
KRYSTAL BIOTECH INC | COM | 501147102 | 6,805,100 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 4,588,400 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
LIFESTANCE HEALTH GROUP INC | COM | 53228F101 | 5,267,870 | 709,000 | SH | SOLE | 709,000 | 0 | 0 | ||
LONGBOARD PHARMACEUTICALS IN | COM | 54300N103 | 2,333,820 | 582,000 | SH | SOLE | 582,000 | 0 | 0 | ||
MERCK & CO INC | COM | 58933Y105 | 9,575,100 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
MERUS N V | CALL | N5749R900 | 1,840,000 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
MODERNA INC | COM | 60770K107 | 5,375,300 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
NATERA INC | COM | 632307104 | 4,164,000 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
NUVALENT INC | PUT | 670703957 | 913,150 | 35,000 | SH | Put | SOLE | 35,000 | 0 | 0 | |
OPTION CARE HEALTH INC | COM NEW | 68404L201 | 3,208,770 | 101,000 | SH | SOLE | 101,000 | 0 | 0 | ||
PENUMBRA INC | COM | 70975L107 | 9,754,150 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
PERKINELMER INC | COM | 714046109 | 11,327,100 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
PROMETHEUS BIOSCIENCES INC | COM | 74349U108 | 3,219,600 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
PTC THERAPEUTICS INC | COM | 69366J200 | 8,622,320 | 178,000 | SH | SOLE | 178,000 | 0 | 0 | ||
REATA PHARMACEUTICALS INC | CL A | 75615P103 | 6,455,320 | 71,000 | SH | SOLE | 71,000 | 0 | 0 | ||
REGENERON PHARMACEUTICALS | COM | 75886F107 | 2,465,010 | 3,000 | SH | SOLE | 3,000 | 0 | 0 | ||
RELAY THERAPEUTICS INC | COM | 75943R102 | 12,681,900 | 770,000 | SH | SOLE | 770,000 | 0 | 0 | ||
REPLIMUNE GROUP INC | COM | 76029N106 | 6,975,700 | 395,000 | SH | SOLE | 395,000 | 0 | 0 | ||
REVANCE THERAPEUTICS INC | COM | 761330109 | 8,052,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
REVOLUTION MEDICINES INC | COM | 76155X100 | 7,472,700 | 345,000 | SH | SOLE | 345,000 | 0 | 0 | ||
SAGE THERAPEUTICS INC | COM | 78667J108 | 10,280,200 | 245,000 | SH | SOLE | 245,000 | 0 | 0 | ||
SAREPTA THERAPEUTICS INC | PUT | 803607950 | 10,337,250 | 75,000 | SH | Put | SOLE | 75,000 | 0 | 0 | |
STRYKER CORPORATION | COM | 863667101 | 14,273,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
SUPERNUS PHARMACEUTICALS INC | COM | 868459108 | 4,528,750 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
SURGERY PARTNERS INC | COM | 86881A100 | 4,205,340 | 122,000 | SH | SOLE | 122,000 | 0 | 0 | ||
TELEFLEX INCORPORATED | COM | 879369106 | 11,652,260 | 46,000 | SH | SOLE | 46,000 | 0 | 0 | ||
TERNS PHARMACEUTICALS INC | COM | 880881107 | 1,184,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
THE BEAUTY HEALTH COMPANY | COM CL A | 88331L108 | 1,919,760 | 152,000 | SH | SOLE | 152,000 | 0 | 0 | ||
UNIQURE NV | SHS | N90064101 | 10,070,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
VENTYX BIOSCIENCES INC | COM | 92332V107 | 9,715,000 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | ||
VIKING THERAPEUTICS INC | COM | 92686J106 | 12,106,215 | 727,100 | SH | SOLE | 727,100 | 0 | 0 | ||
ZENTALIS PHARMACEUTICALS INC | COM | 98943L107 | 10,320,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 |