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 | 7,257 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| AXONICS MODULATION TECHNOLOG | COM | 05465P101 | 12,204 | 347,591 | SH | SOLE | 347,591 | 0 | 0 | ||
| BAXTER INTL INC | COM | 071813109 | 28,413 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 21,066 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 16,917 | 287,710 | SH | SOLE | 287,710 | 0 | 0 | ||
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 11,760 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| CATALENT INC | COM | 148806102 | 20,524 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
| CHANGE HEALTHCARE INC | COM | 15912K100 | 12,855 | 1,147,800 | SH | SOLE | 1,147,800 | 0 | 0 | ||
| CHARLES RIV LABS INTL INC | COM | 159864107 | 22,666 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| ENCOMPASS HEALTH CORP | COM | 29261A100 | 34,062 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| ENVISTA HOLDINGS CORPORATION | COM | 29415F104 | 10,545 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| GUARDANT HEALTH INC | COM | 40131M109 | 13,427 | 165,500 | SH | SOLE | 165,500 | 0 | 0 | ||
| HOLOGIC INC | COM | 436440101 | 28,500 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| HORIZON THERAPEUTICS PUB LTD | SHS | G46188101 | 24,240 | 436,127 | SH | SOLE | 436,127 | 0 | 0 | ||
| INOVALON HLDGS INC | COM CL A | 45781D101 | 14,119 | 733,053 | SH | SOLE | 733,053 | 0 | 0 | ||
| INSPIRE MED SYS INC | COM | 457730109 | 10,099 | 116,054 | SH | SOLE | 116,054 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 19,519 | 137,577 | SH | SOLE | 137,577 | 0 | 0 | ||
| MCKESSON CORP | COM | 58155Q103 | 13,041 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| MOLINA HEALTHCARE INC | COM | 60855R100 | 17,798 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NEVRO CORP | COM | 64157F103 | 17,978 | 150,485 | SH | SOLE | 150,485 | 0 | 0 | ||
| ROYALTY PHARMA PLC | SHS CL A | G7709Q104 | 4,855 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SURGERY PARTNERS INC | COM | 86881A100 | 7,829 | 676,652 | SH | SOLE | 676,652 | 0 | 0 | ||
| TWIST BIOSCIENCE CORP | COM | 90184D100 | 19,049 | 420,510 | SH | SOLE | 420,510 | 0 | 0 | ||
| ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | 8,355 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||