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 |
| ABBVIE INC | COM | 00287Y109 | 32,466 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| ALIGN TECHNOLOGY INC | COM | 016255101 | 37,907 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| CHARLES RIV LABS INTL INC | COM | 159864107 | 40,576 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| CONMED CORP | COM | 207410101 | 26,118 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| DERMTECH INC | COM | 24984K105 | 12,698 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| ENCOMPASS HEALTH CORP | COM | 29261A100 | 63,473 | 775,000 | SH | SOLE | 775,000 | 0 | 0 | ||
| ENVISTA HOLDINGS CORPORATION | COM | 29415F104 | 37,128 | 910,000 | SH | SOLE | 910,000 | 0 | 0 | ||
| EXACT SCIENCES CORP | COM | 30063P105 | 13,178 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| GUARDANT HEALTH INC | COM | 40131M109 | 15,265 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| HAEMONETICS CORP MASS | COM | 405024100 | 36,633 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
| HORIZON THERAPEUTICS PUB L | SHS | G46188101 | 46,020 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| IDEXX LABS INC | COM | 45168D104 | 17,126 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| IQVIA HLDGS INC | COM | 46266C105 | 19,314 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 43,355 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| MOLINA HEALTHCARE INC | COM | 60855R100 | 46,752 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| NATERA INC | COM | 632307104 | 15,231 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| NEVRO CORP | COM | 64157F103 | 25,110 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | ||
| OAK STR HEALTH INC | COM | 67181A107 | 18,995 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| ORION ACQUISITION CORP | UNIT 02/19/2026 | 68626A207 | 10,989 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| OUTSET MED INC | COM | 690145107 | 5,439 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| PACIFIC BIOSCIENCES CALIF IN | COM | 69404D108 | 31,172 | 935,805 | SH | SOLE | 935,805 | 0 | 0 | ||
| PULMONX CORP | COM | 745848101 | 27,444 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| ROYALTY PHARMA PLC | SHS CLASS A | G7709Q104 | 4,362 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SURGERY PARTNERS INC | COM | 86881A100 | 32,089 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 59,531 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| VERICEL CORP | COM | 92346J108 | 8,888 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | 59,230 | 370,000 | SH | SOLE | 370,000 | 0 | 0 | ||