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 |
| CATALENT INC | COM | 148806102 | 16,651 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| CHARLES RIV LABS INTL INC | COM | 159864107 | 34,980 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| CONMED CORP | COM | 207410101 | 16,612 | 148,317 | SH | SOLE | 148,317 | 0 | 0 | ||
| DAVITA INC | COM | 23918K108 | 16,436 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| DEXCOM INC | COM | 252131107 | 27,729 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| ENCOMPASS HEALTH CORP | COM | 29261A100 | 41,345 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| ENVISTA HOLDINGS CORPORATION | COM | 29415F104 | 30,380 | 900,687 | SH | SOLE | 900,687 | 0 | 0 | ||
| EXACT SCIENCES CORP | COM | 30063P105 | 66,245 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| GUARDANT HEALTH INC | COM | 40131M109 | 21,394 | 166,000 | SH | SOLE | 166,000 | 0 | 0 | ||
| HAEMONETICS CORP | COM | 405024100 | 32,710 | 275,453 | SH | SOLE | 275,453 | 0 | 0 | ||
| HCA HEALTHCARE INC | COM | 40412C101 | 46,049 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
| HERON THERAPEUTICS INC | COM | 427746102 | 18,309 | 865,072 | SH | SOLE | 865,072 | 0 | 0 | ||
| HORIZON THERAPEUTICS PUB L | SHS | G46188101 | 47,548 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 25,625 | 143,020 | SH | SOLE | 143,020 | 0 | 0 | ||
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | 58,818 | 300,000 | SH | Put | SOLE | 300,000 | 0 | 0 | |
| MOLINA HEALTHCARE INC | COM | 60855R100 | 31,902 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| NATERA INC | COM | 632307104 | 14,928 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| NEVRO CORP | COM | 64157F103 | 29,213 | 168,761 | SH | SOLE | 168,761 | 0 | 0 | ||
| OUTSET MED INC | COM | 690145107 | 8,526 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| OWENS & MINOR INC NEW | COM | 690732102 | 12,292 | 454,419 | SH | SOLE | 454,419 | 0 | 0 | ||
| PACIFIC BIOSCIENCES CALIF IN | COM | 69404D108 | 20,752 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
| ROYALTY PHARMA PLC | SHS CLASS A | G7709Q104 | 5,005 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SURGERY PARTNERS INC | COM | 86881A100 | 26,670 | 919,338 | SH | SOLE | 919,338 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 46,445 | 132,442 | SH | SOLE | 132,442 | 0 | 0 | ||
| VERICEL CORP | COM | 92346J108 | 17,910 | 580,000 | SH | SOLE | 580,000 | 0 | 0 | ||
| ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | 57,013 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | ||