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 |
| ALCON AG | ORD SHS | H01301128 | 56,840 | 998,066 | SH | SOLE | 998,066 | 0 | 0 | ||
| ALECTOR INC | COM | 014442107 | 2,414 | 229,117 | SH | SOLE | 229,117 | 0 | 0 | ||
| ALEXION PHARMACEUTICALS INC | COM | 015351109 | 43,306 | 378,454 | SH | SOLE | 378,454 | 0 | 0 | ||
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 52,304 | 359,234 | SH | SOLE | 359,234 | 0 | 0 | ||
| AMERICAN WELL CORP | CL A | 03044L105 | 137,314 | 4,632,740 | SH | SOLE | 4,632,740 | 0 | 0 | ||
| ARENA PHARMACEUTICALS INC | COM NEW | 040047607 | 27,110 | 362,482 | SH | SOLE | 362,482 | 0 | 0 | ||
| ATARA BIOTHERAPEUTICS INC | COM | 046513107 | 20,507 | 1,582,360 | SH | SOLE | 1,582,360 | 0 | 0 | ||
| BRISTOL-MYERS SQUIBB CO | RIGHT 99/99/9999 | 110122157 | 9,961 | 4,427,269 | SH | SOLE | 4,427,269 | 0 | 0 | ||
| CAESARS ENTERTAINMENT INC NE | COM | 12769G100 | 75,931 | 1,354,466 | SH | SOLE | 1,354,466 | 0 | 0 | ||
| CENTENE CORP DEL | COM | 15135B101 | 46,657 | 799,880 | SH | SOLE | 799,880 | 0 | 0 | ||
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 53,293 | 85,359 | SH | SOLE | 85,359 | 0 | 0 | ||
| DEXCOM INC | COM | 252131107 | 12,893 | 31,277 | SH | SOLE | 31,277 | 0 | 0 | ||
| DICERNA PHARMACEUTICALS INC | COM | 253031108 | 9,049 | 503,012 | SH | SOLE | 503,012 | 0 | 0 | ||
| ETSY INC | COM | 29786A106 | 22,587 | 185,703 | SH | SOLE | 185,703 | 0 | 0 | ||
| FRONTDOOR INC | COM | 35905A109 | 8,755 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| GDS HLDGS LTD | SPONSORED ADS | 36165L108 | 37,634 | 459,904 | SH | SOLE | 459,904 | 0 | 0 | ||
| GODADDY INC | CL A | 380237107 | 73,414 | 966,360 | SH | SOLE | 966,360 | 0 | 0 | ||
| HCA HEALTHCARE INC | COM | 40412C101 | 44,649 | 358,106 | SH | SOLE | 358,106 | 0 | 0 | ||
| INCYTE CORP | COM | 45337C102 | 30,776 | 342,950 | SH | SOLE | 342,950 | 0 | 0 | ||
| INSPIRE MED SYS INC | COM | 457730109 | 13,603 | 105,411 | SH | SOLE | 105,411 | 0 | 0 | ||
| IRONWOOD PHARMACEUTICALS INC | COM CL A | 46333X108 | 24,965 | 2,775,467 | SH | SOLE | 2,775,467 | 0 | 0 | ||
| LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 16,081 | 85,413 | SH | SOLE | 85,413 | 0 | 0 | ||
| LIBERTY BROADBAND CORP | COM SER A | 530307107 | 12,456 | 87,833 | SH | SOLE | 87,833 | 0 | 0 | ||
| LKQ CORP | COM | 501889208 | 35,403 | 1,276,708 | SH | SOLE | 1,276,708 | 0 | 0 | ||
| MERCK & CO. INC | COM | 58933Y105 | 38,675 | 466,246 | SH | SOLE | 466,246 | 0 | 0 | ||
| MGM RESORTS INTERNATIONAL | COM | 552953101 | 20,826 | 957,528 | SH | SOLE | 957,528 | 0 | 0 | ||
| MORGAN STANLEY | COM NEW | 617446448 | 39,503 | 817,030 | SH | SOLE | 817,030 | 0 | 0 | ||
| NATERA INC | COM | 632307104 | 95,072 | 1,316,052 | SH | SOLE | 1,316,052 | 0 | 0 | ||
| POST HLDGS INC | COM | 737446104 | 47,060 | 547,211 | SH | SOLE | 547,211 | 0 | 0 | ||
| PRETIUM RES INC | COM | 74139C102 | 18,058 | 1,406,412 | SH | SOLE | 1,406,412 | 0 | 0 | ||
| QUANTERIX CORP | COM | 74766Q101 | 7,024 | 208,185 | SH | SOLE | 208,185 | 0 | 0 | ||
| ROSS STORES INC | COM | 778296103 | 31,561 | 338,207 | SH | SOLE | 338,207 | 0 | 0 | ||
| TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 881624209 | 13,515 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| TG THERAPEUTICS INC | COM | 88322Q108 | 6,875 | 256,897 | SH | SOLE | 256,897 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | 29,184 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| VERISIGN INC | COM | 92343E102 | 35,358 | 172,604 | SH | SOLE | 172,604 | 0 | 0 | ||