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 | 3,753,655 | 728,865 | SH | SOLE | 728,865 | 0 | 0 | ||
ABBVIE INC | COM | 00287Y109 | 48,824,369 | 284,657 | SH | SOLE | 284,657 | 0 | 0 | ||
ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 | 56,671,126 | 839,075 | SH | SOLE | 839,075 | 0 | 0 | ||
ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 | 20,140,428 | 298,200 | SH | Call | SOLE | 298,200 | 0 | 0 | |
AGILON HEALTH INC | COM | 00857U107 | 16,476,981 | 2,519,416 | SH | SOLE | 2,519,416 | 0 | 0 | ||
ALUMIS INC | COM | 022307102 | 1,662,500 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
ARGENX SE | SPONSORED ADR | 04016X101 | 26,535,188 | 61,704 | SH | SOLE | 61,704 | 0 | 0 | ||
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 45,704,676 | 555,140 | SH | SOLE | 555,140 | 0 | 0 | ||
BROOKDALE SR LIVING INC | COM | 112463104 | 39,627,257 | 5,801,941 | SH | SOLE | 5,801,941 | 0 | 0 | ||
DANAHER CORPORATION | COM | 235851102 | 46,724,698 | 187,011 | SH | SOLE | 187,011 | 0 | 0 | ||
DEXCOM INC | COM | 252131107 | 66,009,723 | 582,199 | SH | SOLE | 582,199 | 0 | 0 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 67,169,617 | 727,180 | SH | SOLE | 727,180 | 0 | 0 | ||
ELANCO ANIMAL HEALTH INC | COM | 28414H103 | 9,535,344 | 660,800 | SH | Call | SOLE | 660,800 | 0 | 0 | |
ELANCO ANIMAL HEALTH INC | COM | 28414H103 | 46,586,375 | 3,228,439 | SH | SOLE | 3,228,439 | 0 | 0 | ||
GLAUKOS CORP | COM | 377322102 | 60,140,263 | 508,156 | SH | SOLE | 508,156 | 0 | 0 | ||
INSMED INC | COM PAR $.01 | 457669307 | 27,684,132 | 413,196 | SH | SOLE | 413,196 | 0 | 0 | ||
INSPIRE MED SYS INC | COM | 457730109 | 37,738,989 | 281,992 | SH | SOLE | 281,992 | 0 | 0 | ||
INSULET CORP | COM | 45784P101 | 53,283,474 | 264,041 | SH | SOLE | 264,041 | 0 | 0 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 53,820,622 | 120,986 | SH | SOLE | 120,986 | 0 | 0 | ||
MCKESSON CORP | COM | 58155Q103 | 53,804,685 | 92,125 | SH | SOLE | 92,125 | 0 | 0 | ||
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 27,534,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
OSCAR HEALTH INC | CL A | 687793109 | 28,986,290 | 1,832,256 | SH | SOLE | 1,832,256 | 0 | 0 | ||
SCHRODINGER INC | COM | 80810D103 | 21,914,193 | 1,133,102 | SH | SOLE | 1,133,102 | 0 | 0 | ||
TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 881624209 | 53,628,006 | 3,300,185 | SH | SOLE | 3,300,185 | 0 | 0 | ||
TWIST BIOSCIENCE CORP | COM | 90184D100 | 25,943,702 | 526,455 | SH | SOLE | 526,455 | 0 | 0 | ||
WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 43,778,566 | 132,908 | SH | SOLE | 132,908 | 0 | 0 |