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 |
| 908 DEVICES INC | COM | 65443P102 | 13,556 | 713,105 | SH | SOLE | 713,105 | 0 | 0 | ||
| ABBVIE INC | COM | 00287Y109 | 38,906 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
| ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 | 32,938 | 502,640 | SH | SOLE | 502,640 | 0 | 0 | ||
| ALIGN TECHNOLOGY INC | COM | 016255101 | 21,800 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| ASTRAZENECA PLC | SPONSORED ADR | 046353108 | 25,209 | 380,000 | SH | SOLE | 380,000 | 0 | 0 | ||
| CATALENT INC | COM | 148806102 | 43,546 | 392,663 | SH | SOLE | 392,663 | 0 | 0 | ||
| CONMED CORP | COM | 207410101 | 23,847 | 160,530 | SH | SOLE | 160,530 | 0 | 0 | ||
| DEXCOM INC | COM | 252131107 | 35,812 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| ENVISTA HOLDINGS CORPORATION | COM | 29415F104 | 14,613 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| GOODRX HLDGS INC | COM CL A | 38246G108 | 21,063 | 1,089,677 | SH | SOLE | 1,089,677 | 0 | 0 | ||
| GUARDANT HEALTH INC | COM | 40131M109 | 47,834 | 722,126 | SH | SOLE | 722,126 | 0 | 0 | ||
| HEALTHEQUITY INC | COM | 42226A107 | 32,834 | 486,862 | SH | SOLE | 486,862 | 0 | 0 | ||
| HOLOGIC INC | COM | 436440101 | 36,874 | 480,000 | SH | SOLE | 480,000 | 0 | 0 | ||
| HORIZON THERAPEUTICS PUB L | SHS | G46188101 | 52,999 | 503,744 | SH | SOLE | 503,744 | 0 | 0 | ||
| ICON PLC | SHS | G4705A100 | 65,074 | 267,551 | SH | SOLE | 267,551 | 0 | 0 | ||
| ICU MED INC | COM | 44930G107 | 30,349 | 136,313 | SH | SOLE | 136,313 | 0 | 0 | ||
| ILLUMINA INC | COM | 452327109 | 38,434 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| KARYOPHARM THERAPEUTICS INC | COM | 48576U106 | 14,740 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
| MOLINA HEALTHCARE INC | COM | 60855R100 | 33,359 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NANOSTRING TECHNOLOGIES INC | COM | 63009R109 | 25,103 | 722,395 | SH | SOLE | 722,395 | 0 | 0 | ||
| NEVRO CORP | COM | 64157F103 | 40,710 | 562,833 | SH | SOLE | 562,833 | 0 | 0 | ||
| ORION ACQUISITION CORP | UNIT 02/19/2026 | 68626A207 | 9,815 | 999,513 | SH | SOLE | 999,513 | 0 | 0 | ||
| SEAGEN INC | COM | 81181C104 | 18,727 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| SOMALOGIC INC | CLASS A COM | 83444K105 | 14,195 | 1,770,000 | SH | SOLE | 1,770,000 | 0 | 0 | ||
| STEREOTAXIS INC | COM NEW | 85916J409 | 6,385 | 1,711,912 | SH | SOLE | 1,711,912 | 0 | 0 | ||
| SURGERY PARTNERS INC | COM | 86881A100 | 22,020 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | 34,101 | 190,073 | SH | SOLE | 190,073 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 45,904 | 90,014 | SH | SOLE | 90,014 | 0 | 0 | ||