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 |
| ADAPTIVE BIOTECHNOLOGIES COR | COM | 00650F109 | 4,167 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| AMERISOURCEBERGEN CORP | COM | 03073E105 | 9,735 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| AXONICS MODULATION TECHNOLOG | COM | 05465P101 | 5,082 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| BAXTER INTL INC | COM | 071813109 | 8,119 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 19,578 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 13,935 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| BROOKDALE SR LIVING INC | COM | 112463104 | 4,680 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| CATALENT INC | COM | 148806102 | 10,390 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| CHANGE HEALTHCARE INC | COM | 15912K100 | 11,606 | 1,161,713 | SH | SOLE | 1,161,713 | 0 | 0 | ||
| CHARLES RIV LABS INTL INC | COM | 159864107 | 12,621 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| DEXCOM INC | COM | 252131107 | 5,385 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| ENCOMPASS HEALTH CORP | COM | 29261A100 | 25,612 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| GUARDANT HEALTH INC | COM | 40131M109 | 2,784 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| HCA HEALTHCARE INC | COM | 40412C101 | 7,188 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| HERON THERAPEUTICS INC | COM | 427746102 | 5,870 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| HORIZON THERAPEUTICS PUB LTD | SHS | G46188101 | 14,810 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| HUMANA INC | COM | 444859102 | 12,561 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| INOVALON HLDGS INC | COM CL A | 45781D101 | 7,608 | 456,651 | SH | SOLE | 456,651 | 0 | 0 | ||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 6,933 | 14,000 | SH | SOLE | 14,000 | 0 | 0 | ||
| MCKESSON CORP | COM | 58155Q103 | 8,792 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| MOLINA HEALTHCARE INC | COM | 60855R100 | 13,007 | 93,097 | SH | SOLE | 93,097 | 0 | 0 | ||
| NEVRO CORP | COM | 64157F103 | 13,997 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| SCHRODINGER INC | COM | 80810D103 | 6,468 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 881624209 | 8,980 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| TWIST BIOSCIENCE CORP | COM | 90184D100 | 11,530 | 377,040 | SH | SOLE | 377,040 | 0 | 0 | ||
| ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | 7,076 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||