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 |
|
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 |
ABBOTT LABS | COM | 002824100 | 24,335 | 206,000 | SH | SOLE | 0 | 0 | 206,000 | ||
ABBVIE INC | COM | 00287Y109 | 38,294 | 355,000 | SH | SOLE | 0 | 0 | 355,000 | ||
ABIOMED INC | COM | 003654100 | 22,786 | 70,000 | SH | SOLE | 0 | 0 | 70,000 | ||
ACCELERON PHARMA INC | COM | 00434H108 | 756 | 4,392 | SH | SOLE | 0 | 0 | 4,392 | ||
ACCOLADE INC | COM | 00437E102 | 13,705 | 325,000 | SH | SOLE | 0 | 0 | 325,000 | ||
AERIE PHARMACEUTICALS INC | COM | 00771V108 | 8,550 | 750,000 | SH | SOLE | 0 | 0 | 750,000 | ||
ALKERMES PLC | SHS | G01767105 | 6,476 | 210,000 | SH | SOLE | 0 | 0 | 210,000 | ||
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 18,881 | 100,000 | SH | SOLE | 0 | 0 | 100,000 | ||
AMERISOURCEBERGEN CORP | COM | 03073E105 | 22,457 | 188,000 | SH | SOLE | 0 | 0 | 188,000 | ||
ANNEXON INC | COM | 03589W102 | 4,653 | 250,000 | SH | SOLE | 0 | 0 | 250,000 | ||
ANTHEM INC | COM | 036752103 | 44,736 | 120,000 | SH | SOLE | 0 | 0 | 120,000 | ||
APELLIS PHARMACEUTICALS INC | COM | 03753U106 | 18,499 | 561,269 | SH | SOLE | 0 | 0 | 561,269 | ||
ARENA PHARMACEUTICALS INC | COM NEW | 040047607 | 3,573 | 60,000 | SH | SOLE | 0 | 0 | 60,000 | ||
AXONICS MODULATION TECHNOLOG | COM | 05465P101 | 18,876 | 290,000 | SH | SOLE | 0 | 0 | 290,000 | ||
BECTON DICKINSON & CO | COM | 075887109 | 14,258 | 58,000 | SH | SOLE | 0 | 0 | 58,000 | ||
BIOGEN INC | COM | 09062X103 | 42,449 | 150,000 | SH | SOLE | 0 | 0 | 150,000 | ||
BIOHAVEN PHARMACTL HLDG CO L | COM | G11196105 | 18,753 | 135,000 | SH | SOLE | 0 | 0 | 135,000 | ||
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 18,550 | 240,000 | SH | SOLE | 0 | 0 | 240,000 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 24,732 | 570,000 | SH | SOLE | 0 | 0 | 570,000 | ||
BRISTOL MYERS SQUIBB CO | COM | 110122108 | 7,396 | 125,000 | SH | SOLE | 0 | 0 | 125,000 | ||
CASSAVA SCIENCES INC | COM | 14817C107 | 5,277 | 85,000 | SH | SOLE | 0 | 0 | 85,000 | ||
CENTENE CORP DEL | COM | 15135B101 | 18,693 | 300,000 | SH | SOLE | 0 | 0 | 300,000 | ||
CIGNA CORP NEW | COM | 125523100 | 25,420 | 127,000 | SH | SOLE | 0 | 0 | 127,000 | ||
COOPER COS INC | COM NEW | 216648402 | 18,599 | 45,000 | SH | SOLE | 0 | 0 | 45,000 | ||
CVS HEALTH CORP | COM | 126650100 | 33,944 | 400,000 | SH | SOLE | 0 | 0 | 400,000 | ||
DECIPHERA PHARMACEUTICALS INC | COM | 24344T101 | 2,039 | 60,000 | SH | SOLE | 0 | 0 | 60,000 | ||
DYNAVAX TECHNOLOGIES CORP | COM NEW | 268158201 | 14,408 | 750,000 | SH | SOLE | 0 | 0 | 750,000 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 11,887 | 105,000 | SH | SOLE | 0 | 0 | 105,000 | ||
EPIZYME INC | COM | 29428V104 | 1,357 | 265,000 | SH | SOLE | 0 | 0 | 265,000 | ||
ESPERION THERAPEUTICS INC NE | COM | 29664W105 | 7,498 | 622,267 | SH | SOLE | 0 | 0 | 622,267 | ||
ESSA PHARMA INC | COM NEW | 29668H708 | 4,800 | 600,000 | SH | SOLE | 0 | 0 | 600,000 | ||
EXACT SCIENCES CORP | COM | 30063P105 | 17,181 | 180,000 | SH | SOLE | 0 | 0 | 180,000 | ||
FIBROGEN INC | COM | 31572Q808 | 2,044 | 200,000 | SH | SOLE | 0 | 0 | 200,000 | ||
G1 THERAPEUTICS INC | COM | 3621LQ109 | 4,362 | 325,000 | SH | SOLE | 0 | 0 | 325,000 | ||
GILEAD SCIENCES INC | COM | 375558103 | 20,955 | 300,000 | SH | SOLE | 0 | 0 | 300,000 | ||
GLAUKOS CORP | COM | 377322102 | 7,226 | 150,000 | SH | SOLE | 0 | 0 | 150,000 | ||
GUARDANT HEALTH INC | COM | 40131M109 | 25,627 | 205,000 | SH | SOLE | 0 | 0 | 205,000 | ||
HARMONY BIOSCIENCES HLDGS IN | COM | 413197104 | 7,853 | 204,876 | SH | SOLE | 0 | 0 | 204,876 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 18,204 | 75,000 | SH | SOLE | 0 | 0 | 75,000 | ||
HEALTH CATALYST INC | COM | 42225T107 | 12,002 | 240,000 | SH | SOLE | 0 | 0 | 240,000 | ||
HORIZON THERAPEUTICS PUB L | SHS | G46188101 | 51,484 | 470,000 | SH | SOLE | 0 | 0 | 470,000 | ||
HUMANA INC | COM | 444859102 | 22,182 | 57,000 | SH | SOLE | 0 | 0 | 57,000 | ||
IMMUNOCORE HLDGS PLC | ADS | 45258D105 | 3,336 | 90,000 | SH | SOLE | 0 | 0 | 90,000 | ||
IMMUNOGEN INC | COM | 45253H101 | 6,911 | 1,218,850 | SH | SOLE | 0 | 0 | 1,218,850 | ||
INNOVAGE HLDG CORP | COM | 45784A104 | 992 | 150,000 | SH | SOLE | 0 | 0 | 150,000 | ||
INTRA CELLULAR THERAPIES INC | COM | 46116X101 | 16,020 | 429,728 | SH | SOLE | 0 | 0 | 429,728 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 19,883 | 20,000 | SH | SOLE | 0 | 0 | 20,000 | ||
IONIS PHARMACEUTICALS INC | COM | 462222100 | 2,516 | 75,000 | SH | SOLE | 0 | 0 | 75,000 | ||
IOVANCE BIOTHERAPEUTICS INC | COM | 462260100 | 7,891 | 320,000 | SH | SOLE | 0 | 0 | 320,000 | ||
IVERIC BIO INC | COM | 46583P102 | 5,684 | 350,000 | SH | SOLE | 0 | 0 | 350,000 | ||
JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 36,459 | 280,000 | SH | SOLE | 0 | 0 | 280,000 | ||
JOHNSON & JOHNSON | COM | 478160104 | 43,605 | 270,000 | SH | SOLE | 0 | 0 | 270,000 | ||
LILLY ELI & CO | COM | 532457108 | 33,502 | 145,000 | SH | SOLE | 0 | 0 | 145,000 | ||
MACROGENICS INC | COM | 556099109 | 11,416 | 545,160 | SH | SOLE | 0 | 0 | 545,160 | ||
MCKESSON CORP | COM | 58155Q103 | 29,508 | 148,000 | SH | SOLE | 0 | 0 | 148,000 | ||
MEDTRONIC PLC | SHS | G5960L103 | 34,221 | 273,000 | SH | SOLE | 0 | 0 | 273,000 | ||
MEIRAGTX HLDGS PLC | COM | G59665102 | 5,931 | 450,000 | SH | SOLE | 0 | 0 | 450,000 | ||
MERCK & CO. INC | COM | 58933Y105 | 22,533 | 300,000 | SH | SOLE | 0 | 0 | 300,000 | ||
MIRATI THERAPEUTICS INC | COM | 60468T105 | 26,537 | 150,000 | SH | SOLE | 0 | 0 | 150,000 | ||
MYOVANT SCIENCES LTD | COM | G637AM102 | 5,610 | 250,000 | SH | SOLE | 0 | 0 | 250,000 | ||
NEKTAR THERAPEUTICS | COM | 640268108 | 17,062 | 950,000 | SH | SOLE | 0 | 0 | 950,000 | ||
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 9,111 | 95,000 | SH | SOLE | 0 | 0 | 95,000 | ||
NOVOCURE LTD | ORD SHS | G6674U108 | 6,970 | 60,000 | SH | SOLE | 0 | 0 | 60,000 | ||
OAK STR HEALTH INC | COM | 67181A107 | 4,466 | 105,000 | SH | SOLE | 0 | 0 | 105,000 | ||
OLINK HLDG AB | SPONSORED ADS | 680710100 | 3,395 | 140,000 | SH | SOLE | 0 | 0 | 140,000 | ||
1LIFE HEALTHCARE INC | COM | 68269G107 | 8,505 | 420,000 | SH | SOLE | 0 | 0 | 420,000 | ||
PFIZER INC | COM | 717081103 | 43,010 | 1,000,000 | SH | SOLE | 0 | 0 | 1,000,000 | ||
PHATHOM PHARMACEUTICALS INC | COM | 71722W107 | 5,977 | 186,210 | SH | SOLE | 0 | 0 | 186,210 | ||
PHREESIA INC | COM | 71944F106 | 7,618 | 123,465 | SH | SOLE | 0 | 0 | 123,465 | ||
PIERIS PHARMACEUTICALS INC | COM | 720795103 | 1,551 | 300,000 | SH | SOLE | 0 | 0 | 300,000 | ||
PRIVIA HEALTH GROUP INC | COM | 74276R102 | 5,654 | 240,000 | SH | SOLE | 0 | 0 | 240,000 | ||
PROGYNY INC | COM | 74340E103 | 4,480 | 80,000 | SH | SOLE | 0 | 0 | 80,000 | ||
R1 RCM INC | COM | 749397105 | 12,106 | 550,000 | SH | SOLE | 0 | 0 | 550,000 | ||
RADIUS HEALTH INC | COM NEW | 750469207 | 5,336 | 430,000 | SH | SOLE | 0 | 0 | 430,000 | ||
REVANCE THERAPEUTICS INC | COM | 761330109 | 8,915 | 320,000 | SH | SOLE | 0 | 0 | 320,000 | ||
RIGEL PHARMACEUTICALS INC | COM NEW | 766559603 | 5,518 | 1,520,000 | SH | SOLE | 0 | 0 | 1,520,000 | ||
SAGE THERAPEUTICS INC | COM | 78667J108 | 5,096 | 115,000 | SH | SOLE | 0 | 0 | 115,000 | ||
SANGAMO THERAPEUTICS INC | COM | 800677106 | 6,893 | 765,000 | SH | SOLE | 0 | 0 | 765,000 | ||
SEAGEN INC | COM | 81181C104 | 22,923 | 135,000 | SH | SOLE | 0 | 0 | 135,000 | ||
SHOCKWAVE MEDICAL INC | COM | 82489T104 | 7,000 | 34,000 | SH | SOLE | 0 | 0 | 34,000 | ||
SILK ROAD MEDICAL INC | COM | 82710M100 | 8,034 | 146,000 | SH | SOLE | 0 | 0 | 146,000 | ||
SILVERBACK THERAPEUTICS INC | COM | 82835W108 | 1,497 | 150,000 | SH | SOLE | 0 | 0 | 150,000 | ||
STEREOTAXIS INC | COM NEW | 85916J409 | 4,304 | 800,000 | SH | SOLE | 0 | 0 | 800,000 | ||
TELADOC HEALTH INC | COM | 87918A105 | 19,022 | 150,000 | SH | SOLE | 0 | 0 | 150,000 | ||
TENET HEALTHCARE CORP | COM NEW | 88033G407 | 11,959 | 180,000 | SH | SOLE | 0 | 0 | 180,000 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 34,280 | 60,000 | SH | SOLE | 0 | 0 | 60,000 | ||
UNITED HEALTH GROUP INC | COM | 91324P102 | 48,843 | 125,000 | SH | SOLE | 0 | 0 | 125,000 | ||
VEEVA SYS INC | CL A COM | 922475108 | 17,290 | 60,000 | SH | SOLE | 0 | 0 | 60,000 | ||
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 29,929 | 165,000 | SH | SOLE | 0 | 0 | 165,000 | ||
VIEWRAY INC | COM | 92672L107 | 5,588 | 775,000 | SH | SOLE | 0 | 0 | 775,000 | ||
XENCOR INC | COM | 98401F105 | 16,559 | 507,002 | SH | SOLE | 0 | 0 | 507,002 | ||
ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | 17,563 | 120,000 | SH | SOLE | 0 | 0 | 120,000 |