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 | 42,395 | 393,024 | SH | SOLE | 393,024 | 0 | 0 | ||
| ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 | 20,473 | 321,000 | SH | SOLE | 321,000 | 0 | 0 | ||
| ALIGN TECHNOLOGY INC | COM | 016255101 | 23,290 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| ASTRAZENECA PLC | SPONSORED ADR | 046353108 | 18,018 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 21,695 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| CATALENT INC | COM | 148806102 | 34,598 | 260,000 | SH | SOLE | 260,000 | 0 | 0 | ||
| CHARLES RIV LABS INTL INC | COM | 159864107 | 15,436 | 37,404 | SH | SOLE | 37,404 | 0 | 0 | ||
| CONMED CORP | COM | 207410101 | 24,858 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| ENVISTA HOLDINGS CORPORATION | COM | 29415F104 | 61,410 | 1,468,787 | SH | SOLE | 1,468,787 | 0 | 0 | ||
| GUARDANT HEALTH INC | COM | 40131M109 | 23,752 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
| HCA HEALTHCARE INC | COM | 40412C101 | 23,584 | 97,165 | SH | SOLE | 97,165 | 0 | 0 | ||
| HOLOGIC INC | COM | 436440101 | 44,286 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| HORIZON THERAPEUTICS PUB L | SHS | G46188101 | 62,927 | 574,467 | SH | SOLE | 574,467 | 0 | 0 | ||
| HUMANA INC | COM | 444859102 | 61,347 | 157,643 | SH | SOLE | 157,643 | 0 | 0 | ||
| ICON PLC | SHS | G4705A100 | 34,063 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 14,912 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| MOLINA HEALTHCARE INC | COM | 60855R100 | 30,078 | 110,861 | SH | SOLE | 110,861 | 0 | 0 | ||
| NEVRO CORP | COM | 64157F103 | 46,950 | 403,424 | SH | SOLE | 403,424 | 0 | 0 | ||
| OLINK HLDG AB | SPONSORED ADS | 680710100 | 4,850 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| ORION ACQUISITION CORP | UNIT 02/19/2026 | 68626A207 | 9,957 | 1,006,229 | SH | SOLE | 1,006,229 | 0 | 0 | ||
| REVANCE THERAPEUTICS INC | COM | 761330109 | 9,194 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
| SOMALOGIC INC | CLASS A COM | 83444K105 | 3,948 | 318,662 | SH | SOLE | 318,662 | 0 | 0 | ||
| STEREOTAXIS INC | COM NEW | 85916J409 | 10,723 | 1,993,034 | SH | SOLE | 1,993,034 | 0 | 0 | ||
| TENET HEALTHCARE CORP | COM NEW | 88033G407 | 21,114 | 317,797 | SH | SOLE | 317,797 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 19,997 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | 12,921 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||