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 | 6,665,450 | 874,731 | SH | SOLE | 874,731 | 0 | 0 | ||
ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 | 16,464,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
AMYLYX PHARMACEUTICALS INC | COM | 03237H101 | 8,876,868 | 240,240 | SH | SOLE | 240,240 | 0 | 0 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 27,762,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
CHARLES RIV LABS INTL INC | COM | 159864107 | 43,580,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
CIGNA CORP NEW | COM | 125523100 | 19,880,400 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
COOPER COS INC | COM NEW | 216648402 | 40,672,410 | 123,000 | SH | SOLE | 123,000 | 0 | 0 | ||
DEXCOM INC | COM | 252131107 | 13,597,859 | 120,080 | SH | SOLE | 120,080 | 0 | 0 | ||
ESTABLISHMENT LABS HLDGS INC | COM | G31249108 | 26,724,408 | 407,074 | SH | SOLE | 407,074 | 0 | 0 | ||
GILEAD SCIENCES INC | COM | 375558103 | 32,070,899 | 373,569 | SH | SOLE | 373,569 | 0 | 0 | ||
ICON PLC | SHS | G4705A100 | 43,706,250 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
INARI MED INC | COM | 45332Y109 | 12,076,400 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
INSPIRE MED SYS INC | COM | 457730109 | 20,150,400 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 18,574,500 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
KARYOPHARM THERAPEUTICS INC | COM | 48576U106 | 6,551,059 | 1,926,782 | SH | SOLE | 1,926,782 | 0 | 0 | ||
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 11,954,630 | 100,089 | SH | SOLE | 100,089 | 0 | 0 | ||
PACIFIC BIOSCIENCES CALIF IN | COM | 69404D108 | 13,906,000 | 1,700,000 | SH | SOLE | 1,700,000 | 0 | 0 | ||
PROMETHEUS BIOSCIENCES INC | COM | 74349U108 | 8,250,000 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
REPLIGEN CORP | COM | 759916109 | 30,137,180 | 178,000 | SH | SOLE | 178,000 | 0 | 0 | ||
SANOFI | SPONSORED ADR | 80105N105 | 31,479,500 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
SAREPTA THERAPEUTICS INC | COM | 803607100 | 13,962,115 | 107,749 | SH | SOLE | 107,749 | 0 | 0 | ||
STEREOTAXIS INC | COM NEW | 85916J409 | 3,459,196 | 1,671,109 | SH | SOLE | 1,671,109 | 0 | 0 | ||
SURGERY PARTNERS INC | COM | 86881A100 | 35,660,800 | 1,280,000 | SH | SOLE | 1,280,000 | 0 | 0 | ||
SYNDAX PHARMACEUTICALS INC | COM | 87164F105 | 9,423,982 | 370,294 | SH | SOLE | 370,294 | 0 | 0 | ||
UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | 19,904,570 | 71,576 | SH | SOLE | 71,576 | 0 | 0 | ||
UNIVERSAL HLTH SVCS INC | CL B | 913903100 | 42,267,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 |