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 |
| ANTHEM INC | COM | 036752103 | 16,115 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| AXONICS MODULATION TECHNOLOG | COM | 05465P101 | 15,475 | 303,201 | SH | SOLE | 303,201 | 0 | 0 | ||
| BIOLIFE SOLUTIONS INC | COM NEW | 09062W204 | 4,341 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 22,926 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 9,044 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| CATALENT INC | COM | 148806102 | 23,985 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
| CHARLES RIV LABS INTL INC | COM | 159864107 | 29,439 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| DAVITA INC | COM | 23918K108 | 18,843 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| ENCOMPASS HEALTH CORP | COM | 29261A100 | 45,334 | 697,659 | SH | SOLE | 697,659 | 0 | 0 | ||
| ENVISTA HOLDINGS CORPORATION | COM | 29415F104 | 7,404 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| GUARDANT HEALTH INC | COM | 40131M109 | 18,555 | 166,000 | SH | SOLE | 166,000 | 0 | 0 | ||
| HOLOGIC INC | COM | 436440101 | 23,785 | 357,833 | SH | SOLE | 357,833 | 0 | 0 | ||
| HORIZON THERAPEUTICS PUB L | SHS | G46188101 | 27,188 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| INOVALON HLDGS INC | COM CL A | 45781D101 | 17,193 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| INSPIRE MED SYS INC | COM | 457730109 | 9,034 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 22,068 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| MOLINA HEALTHCARE INC | COM | 60855R100 | 18,304 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NEVRO CORP | COM | 64157F103 | 22,288 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| OUTSET MED INC | COM | 690145107 | 7,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| PACIFIC BIOSCIENCES CALIF IN | COM | 69404D108 | 19,740 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| ROYALTY PHARMA PLC | SHS CL A | G7709Q104 | 4,207 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SURGERY PARTNERS INC | COM | 86881A100 | 16,425 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| TWIST BIOSCIENCE CORP | COM | 90184D100 | 7,597 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| VERICEL CORP | COM | 92346J108 | 10,747 | 580,000 | SH | SOLE | 580,000 | 0 | 0 | ||
| ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | 29,951 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||