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 | 59,983 | 532,523 | SH | SOLE | 532,523 | 0 | 0 | ||
ALIGN TECHNOLOGY INC | COM | 016255101 | 39,715 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
CANO HEALTH INC | COM CL A | 13781Y103 | 10,890 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
CATALENT INC | COM | 148806102 | 65,783 | 608,429 | SH | SOLE | 608,429 | 0 | 0 | ||
CHARLES RIV LABS INTL INC | COM | 159864107 | 54,722 | 147,928 | SH | SOLE | 147,928 | 0 | 0 | ||
CONMED CORP | COM | 207410101 | 29,850 | 217,204 | SH | SOLE | 217,204 | 0 | 0 | ||
DERMTECH INC | COM | 24984K105 | 10,393 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
ENCOMPASS HEALTH CORP | COM | 29261A100 | 43,978 | 563,607 | SH | SOLE | 563,607 | 0 | 0 | ||
ENVISTA HOLDINGS CORPORATION | COM | 29415F104 | 38,889 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
GUARDANT HEALTH INC | COM | 40131M109 | 43,467 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
HORIZON THERAPEUTICS PUB L | SHS | G46188101 | 57,923 | 618,573 | SH | SOLE | 618,573 | 0 | 0 | ||
HUMANA INC | COM | 444859102 | 80,359 | 181,512 | SH | SOLE | 181,512 | 0 | 0 | ||
ICON PLC | SHS | G4705A100 | 17,570 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
IDEXX LABS INC | COM | 45168D104 | 31,578 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 50,579 | 54,999 | SH | SOLE | 54,999 | 0 | 0 | ||
MOLINA HEALTHCARE INC | COM | 60855R100 | 60,029 | 237,213 | SH | SOLE | 237,213 | 0 | 0 | ||
NEVRO CORP | COM | 64157F103 | 46,856 | 282,620 | SH | SOLE | 282,620 | 0 | 0 | ||
OAK STR HEALTH INC | COM | 67181A107 | 31,366 | 535,528 | SH | SOLE | 535,528 | 0 | 0 | ||
OLINK HLDG AB | SPONSORED ADS | 680710100 | 861 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
ORION ACQUISITION CORP | UNIT 02/19/2026 | 68626A207 | 9,980 | 1,006,085 | SH | SOLE | 1,006,085 | 0 | 0 | ||
PACIFIC BIOSCIENCES CALIF IN | COM | 69404D108 | 34,139 | 976,245 | SH | SOLE | 976,245 | 0 | 0 | ||
PULMONX CORP | COM | 745848101 | 24,266 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
STEREOTAXIS INC | COM NEW | 85916J409 | 1,860 | 192,928 | SH | SOLE | 192,928 | 0 | 0 | ||
TENET HEALTHCARE CORP | COM NEW | 88033G407 | 32,423 | 484,005 | SH | SOLE | 484,005 | 0 | 0 | ||
WATERS CORP | COM | 941848103 | 58,753 | 169,999 | SH | SOLE | 169,999 | 0 | 0 | ||
ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | 34,599 | 215,144 | SH | SOLE | 215,144 | 0 | 0 |