The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ADAPTIVE BIOTECHNOLOGIES COR | COM | 00650F109 | 4,488 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| ANTHEM INC | COM | 036752103 | 16,612 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 33,456 | 739,842 | SH | SOLE | 739,842 | 0 | 0 | ||
| BRISTOL MYERS SQUIBB CO | COM | 110122108 | 19,257 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| CENTENE CORP DEL | COM | 15135B101 | 12,574 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| CERNER CORP | COM | 156782104 | 14,678 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
| DEXCOM INC | COM | 252131107 | 10,004 | 45,734 | SH | SOLE | 45,734 | 0 | 0 | ||
| ENCOMPASS HEALTH CORP | COM | 29261A100 | 27,477 | 396,670 | SH | SOLE | 396,670 | 0 | 0 | ||
| ENVISTA HLDGS CORP | COM | 29415F104 | 17,667 | 596,064 | SH | SOLE | 596,064 | 0 | 0 | ||
| EXACT SCIENCES CORP | COM | 30063P105 | 12,938 | 139,900 | SH | SOLE | 139,900 | 0 | 0 | ||
| GUARDANT HEALTH INC | COM | 40131M109 | 11,282 | 144,378 | SH | SOLE | 144,378 | 0 | 0 | ||
| HCA HEALTHCARE INC | COM | 40412C101 | 22,911 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| HORIZON THERAPEUTICS PUB LTD | SHS | G46188101 | 17,676 | 488,298 | SH | SOLE | 488,298 | 0 | 0 | ||
| HUMANA INC | COM | 444859102 | 21,990 | 59,997 | SH | SOLE | 59,997 | 0 | 0 | ||
| ILLUMINA INC | COM | 452327109 | 27,369 | 82,500 | SH | SOLE | 82,500 | 0 | 0 | ||
| INOVALON HLDGS INC | COM CL A | 45781D101 | 11,926 | 633,708 | SH | SOLE | 633,708 | 0 | 0 | ||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 10,246 | 17,333 | SH | SOLE | 17,333 | 0 | 0 | ||
| MCKESSON CORP | COM | 58155Q103 | 13,832 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| NEVRO CORP | COM | 64157F103 | 10,500 | 89,333 | SH | SOLE | 89,333 | 0 | 0 | ||
| REPLIGEN CORP | COM | 759916109 | 13,875 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| SANOFI | SPONSORED ADR | 80105N105 | 7,139 | 142,220 | SH | SOLE | 142,220 | 0 | 0 | ||
| TWIST BIOSCIENCE CORP | COM | 90184D100 | 10,146 | 483,144 | SH | SOLE | 483,144 | 0 | 0 | ||
| ZIMMER BIOMET HLDGS INC | COM | 98956P102 | 29,287 | 195,664 | SH | SOLE | 195,664 | 0 | 0 | ||