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 |
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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 |
ABBOTT LABS | COM | 002824100 | 10,652 | 90,000 | SH | SOLE | 0 | 0 | 90,000 | ||
ABBVIE INC | COM | 00287Y109 | 31,611 | 195,000 | SH | SOLE | 0 | 0 | 195,000 | ||
ABIOMED INC | COM | 003654100 | 22,524 | 68,000 | SH | SOLE | 0 | 0 | 68,000 | ||
ACCOLADE INC | COM | 00437E102 | 3,512 | 200,000 | SH | SOLE | 0 | 0 | 200,000 | ||
AERIE PHARMACEUTICALS INC | COM | 00771V108 | 5,362 | 589,200 | SH | SOLE | 0 | 0 | 589,200 | ||
ALIGN TECHNOLOGY INC | COM | 016255101 | 13,080 | 30,000 | SH | SOLE | 0 | 0 | 30,000 | ||
ALKERMES PLC | SHS | G01767105 | 4,736 | 180,000 | SH | SOLE | 0 | 0 | 180,000 | ||
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 21,228 | 130,000 | SH | SOLE | 0 | 0 | 130,000 | ||
AMERISOURCEBERGEN CORP | COM | 03073E105 | 16,709 | 108,000 | SH | SOLE | 0 | 0 | 108,000 | ||
ANNEXON INC | COM | 03589W102 | 683 | 250,000 | SH | SOLE | 0 | 0 | 250,000 | ||
ANTHEM INC | COM | 036752103 | 22,694 | 46,199 | SH | SOLE | 0 | 0 | 46,199 | ||
APELLIS PHARMACEUTICALS INC | COM | 03753U106 | 19,155 | 377,000 | SH | SOLE | 0 | 0 | 377,000 | ||
AXONICS INC | COM | 05465P101 | 15,024 | 240,000 | SH | SOLE | 0 | 0 | 240,000 | ||
BECTON DICKINSON & CO | COM | 075887109 | 11,837 | 44,500 | SH | SOLE | 0 | 0 | 44,500 | ||
BIOGEN INC | COM | 09062X103 | 3,159 | 15,000 | SH | SOLE | 0 | 0 | 15,000 | ||
BIOHAVEN PHARMACTL HLDG CO L | COM | G11196105 | 16,126 | 136,000 | SH | SOLE | 0 | 0 | 136,000 | ||
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 16,962 | 220,000 | SH | SOLE | 0 | 0 | 220,000 | ||
BIONTECH SE | SPONSORED ADS | 09075V102 | 14,498 | 85,000 | SH | SOLE | 0 | 0 | 85,000 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 22,588 | 510,000 | SH | SOLE | 0 | 0 | 510,000 | ||
CENTENE CORP DEL | COM | 15135B101 | 15,744 | 187,000 | SH | SOLE | 0 | 0 | 187,000 | ||
CIGNA CORP NEW | COM | 125523100 | 26,836 | 112,000 | SH | SOLE | 0 | 0 | 112,000 | ||
COOPER COS INC | COM NEW | 216648402 | 19,209 | 46,000 | SH | SOLE | 0 | 0 | 46,000 | ||
CVS HEALTH CORP | COM | 126650100 | 23,784 | 235,000 | SH | SOLE | 0 | 0 | 235,000 | ||
CYTOKINETICS INC | COM NEW | 23282W605 | 10,859 | 295,000 | SH | SOLE | 0 | 0 | 295,000 | ||
DANAHER CORPORATION | COM | 235851102 | 9,973 | 34,000 | SH | SOLE | 0 | 0 | 34,000 | ||
DYNAVAX TECHNOLOGIES CORP | COM NEW | 268158201 | 7,379 | 680,676 | SH | SOLE | 0 | 0 | 680,676 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 7,652 | 65,000 | SH | SOLE | 0 | 0 | 65,000 | ||
ESPERION THERAPEUTICS INC NE | COM | 29664W105 | 4,555 | 981,582 | SH | SOLE | 0 | 0 | 981,582 | ||
ESSA PHARMA INC | COM NEW | 29668H708 | 2,540 | 410,923 | SH | SOLE | 0 | 0 | 410,923 | ||
EXACT SCIENCES CORP | COM | 30063P105 | 5,314 | 76,000 | SH | SOLE | 0 | 0 | 76,000 | ||
G1 THERAPEUTICS INC | COM | 3621LQ109 | 2,403 | 316,137 | SH | SOLE | 0 | 0 | 316,137 | ||
GILEAD SCIENCES INC | COM | 375558103 | 10,107 | 170,000 | SH | SOLE | 0 | 0 | 170,000 | ||
GLAUKOS CORP | COM | 377322102 | 6,088 | 105,291 | SH | SOLE | 0 | 0 | 105,291 | ||
GOODRX HLDGS INC | COM CL A | 38246G108 | 4,543 | 235,000 | SH | SOLE | 0 | 0 | 235,000 | ||
GUARDANT HEALTH INC | COM | 40131M109 | 6,293 | 95,000 | SH | SOLE | 0 | 0 | 95,000 | ||
HARMONY BIOSCIENCES HLDGS IN | COM | 413197104 | 13,050 | 268,244 | SH | SOLE | 0 | 0 | 268,244 | ||
HEALTH CATALYST INC | COM | 42225T107 | 4,703 | 180,000 | SH | SOLE | 0 | 0 | 180,000 | ||
HORIZON THERAPEUTICS PUB L | SHS | G46188101 | 35,333 | 335,837 | SH | SOLE | 0 | 0 | 335,837 | ||
HUMANA INC | COM | 444859102 | 11,532 | 26,500 | SH | SOLE | 0 | 0 | 26,500 | ||
IMMUNOCORE HLDGS PLC | ADS | 45258D105 | 5,097 | 170,472 | SH | SOLE | 0 | 0 | 170,472 | ||
IMMUNOGEN INC | COM | 45253H101 | 6,783 | 1,425,000 | SH | SOLE | 0 | 0 | 1,425,000 | ||
INSPIRE MED SYS INC | COM | 457730109 | 12,193 | 47,500 | SH | SOLE | 0 | 0 | 47,500 | ||
INTELLIA THERAPEUTICS INC | COM | 45826J105 | 3,634 | 50,000 | SH | SOLE | 0 | 0 | 50,000 | ||
INTRA-CELLULAR THERAPIES INC | COM | 46116X101 | 17,133 | 280,000 | SH | SOLE | 0 | 0 | 280,000 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 15,838 | 52,500 | SH | SOLE | 0 | 0 | 52,500 | ||
IONIS PHARMACEUTICALS INC | COM | 462222100 | 2,630 | 71,000 | SH | SOLE | 0 | 0 | 71,000 | ||
IOVANCE BIOTHERAPEUTICS INC | COM | 462260100 | 7,909 | 475,000 | SH | SOLE | 0 | 0 | 475,000 | ||
IVERIC BIO INC | COM | 46583P102 | 4,376 | 260,000 | SH | SOLE | 0 | 0 | 260,000 | ||
JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 28,328 | 181,976 | SH | SOLE | 0 | 0 | 181,976 | ||
JOHNSON & JOHNSON | COM | 478160104 | 20,027 | 113,000 | SH | SOLE | 0 | 0 | 113,000 | ||
LILLY ELI & CO | COM | 532457108 | 35,367 | 123,500 | SH | SOLE | 0 | 0 | 123,500 | ||
MACROGENICS INC | COM | 556099109 | 2,529 | 287,081 | SH | SOLE | 0 | 0 | 287,081 | ||
MCKESSON CORP | COM | 58155Q103 | 29,082 | 95,000 | SH | SOLE | 0 | 0 | 95,000 | ||
MEDTRONIC PLC | SHS | G5960L103 | 17,752 | 160,000 | SH | SOLE | 0 | 0 | 160,000 | ||
MEIRAGTX HLDGS PLC | COM | G59665102 | 6,925 | 500,000 | SH | SOLE | 0 | 0 | 500,000 | ||
MERCK & CO. INC | COM | 58933Y105 | 18,461 | 225,000 | SH | SOLE | 0 | 0 | 225,000 | ||
MIRATI THERAPEUTICS INC | COM | 60468T105 | 12,317 | 149,800 | SH | SOLE | 0 | 0 | 149,800 | ||
MYOVANT SCIENCES LTD | COM | G637AM102 | 3,321 | 249,300 | SH | SOLE | 0 | 0 | 249,300 | ||
NEKTAR THERAPEUTICS | COM | 640268108 | 3,309 | 613,884 | SH | SOLE | 0 | 0 | 613,884 | ||
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 9,844 | 105,000 | SH | SOLE | 0 | 0 | 105,000 | ||
NOVOCURE LTD | ORD SHS | G6674U108 | 5,775 | 69,700 | SH | SOLE | 0 | 0 | 69,700 | ||
OAK STR HEALTH INC | COM | 67181A107 | 4,032 | 150,000 | SH | SOLE | 0 | 0 | 150,000 | ||
OLEMA PHARMACEUTICALS INC | COM | 68062P106 | 2,130 | 500,000 | SH | SOLE | 0 | 0 | 500,000 | ||
OLINK HLDG AB | SPONSORED ADS | 680710100 | 2,472 | 140,000 | SH | SOLE | 0 | 0 | 140,000 | ||
1LIFE HEALTHCARE INC | COM | 68269G107 | 4,158 | 375,250 | SH | SOLE | 0 | 0 | 375,250 | ||
PFIZER INC | COM | 717081103 | 27,050 | 522,500 | SH | SOLE | 0 | 0 | 522,500 | ||
PHATHOM PHARMACEUTICALS INC | COM | 71722W107 | 3,201 | 235,210 | SH | SOLE | 0 | 0 | 235,210 | ||
PHREESIA INC | COM | 71944F106 | 3,084 | 117,000 | SH | SOLE | 0 | 0 | 117,000 | ||
PIERIS PHARMACEUTICALS INC | COM | 720795103 | 909 | 300,000 | SH | SOLE | 0 | 0 | 300,000 | ||
PRIVIA HEALTH GROUP INC | COM | 74276R102 | 10,625 | 397,510 | SH | SOLE | 0 | 0 | 397,510 | ||
PROGYNY INC | COM | 74340E103 | 5,140 | 100,000 | SH | SOLE | 0 | 0 | 100,000 | ||
R1 RCM INC | COM | 749397105 | 7,551 | 282,189 | SH | SOLE | 0 | 0 | 282,189 | ||
RAPID MICRO BIOSYSTEMS INC | CLASS A COM | 75340L104 | 2,037 | 300,000 | SH | SOLE | 0 | 0 | 300,000 | ||
REGENERON PHARMACEUTICALS | COM | 75886F107 | 19,905 | 28,500 | SH | SOLE | 0 | 0 | 28,500 | ||
REVANCE THERAPEUTICS INC | COM | 761330109 | 3,868 | 198,358 | SH | SOLE | 0 | 0 | 198,358 | ||
RIGEL PHARMACEUTICALS INC | COM NEW | 766559603 | 3,821 | 1,277,770 | SH | SOLE | 0 | 0 | 1,277,770 | ||
SANGAMO THERAPEUTICS INC | COM | 800677106 | 4,424 | 761,429 | SH | SOLE | 0 | 0 | 761,429 | ||
SEAGEN INC | COM | 81181C104 | 8,787 | 61,000 | SH | SOLE | 0 | 0 | 61,000 | ||
SHOCKWAVE MEDICAL INC | COM | 82489T104 | 11,363 | 54,800 | SH | SOLE | 0 | 0 | 54,800 | ||
SILK RD MED INC | COM | 82710M100 | 6,194 | 150,000 | SH | SOLE | 0 | 0 | 150,000 | ||
STEREOTAXIS INC | COM NEW | 85916J409 | 2,974 | 797,330 | SH | SOLE | 0 | 0 | 797,330 | ||
TELADOC HEALTH INC | COM | 87918A105 | 6,636 | 92,000 | SH | SOLE | 0 | 0 | 92,000 | ||
TENET HEALTHCARE CORP | COM NEW | 88033G407 | 17,450 | 203,000 | SH | SOLE | 0 | 0 | 203,000 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 14,028 | 23,750 | SH | SOLE | 0 | 0 | 23,750 | ||
UNITED HEALTH GROUP INC | COM | 91324P102 | 29,578 | 58,000 | SH | SOLE | 0 | 0 | 58,000 | ||
VEEVA SYS INC | CL A COM | 922475108 | 8,073 | 38,000 | SH | SOLE | 0 | 0 | 38,000 | ||
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 23,357 | 89,500 | SH | SOLE | 0 | 0 | 89,500 | ||
VIEWRAY INC | COM | 92672L107 | 2,881 | 735,000 | SH | SOLE | 0 | 0 | 735,000 | ||
XENCOR INC | COM | 98401F105 | 9,168 | 343,636 | SH | SOLE | 0 | 0 | 343,636 |