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 | 18,471 | 170,000 | SH | SOLE | 0 | 0 | 170,000 | ||
ABBVIE INC | COM | 00287Y109 | 29,100 | 190,000 | SH | SOLE | 0 | 0 | 190,000 | ||
ABIOMED INC | COM | 003654100 | 18,068 | 73,000 | SH | SOLE | 0 | 0 | 73,000 | ||
AERIE PHARMACEUTICALS INC | COM | 00771V108 | 4,218 | 562,350 | SH | SOLE | 0 | 0 | 562,350 | ||
AGILON HEALTH INC | COM | 00857U107 | 3,602 | 165,000 | SH | SOLE | 0 | 0 | 165,000 | ||
ALIGN TECHNOLOGY INC | COM | 016255101 | 4,260 | 18,000 | SH | SOLE | 0 | 0 | 18,000 | ||
ALKERMES PLC | SHS | G01767105 | 4,469 | 150,000 | SH | SOLE | 0 | 0 | 150,000 | ||
ALLOGENE THERAPEUTICS INC | COM | 019770106 | 3,990 | 350,000 | SH | SOLE | 0 | 0 | 350,000 | ||
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 10,939 | 75,000 | SH | SOLE | 0 | 0 | 75,000 | ||
AMERISOURCEBERGEN CORP | COM | 03073E105 | 17,685 | 125,000 | SH | SOLE | 0 | 0 | 125,000 | ||
APELLIS PHARMACEUTICALS INC | COM | 03753U106 | 9,496 | 210,000 | SH | SOLE | 0 | 0 | 210,000 | ||
ARVINAS INC | COM | 04335A105 | 2,105 | 50,000 | SH | SOLE | 0 | 0 | 50,000 | ||
AXONICS INC | COM | 05465P101 | 13,601 | 240,000 | SH | SOLE | 0 | 0 | 240,000 | ||
BECTON DICKINSON & CO | COM | 075887109 | 11,094 | 45,000 | SH | SOLE | 0 | 0 | 45,000 | ||
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 11,602 | 140,000 | SH | SOLE | 0 | 0 | 140,000 | ||
BIONTECH SE | SPONSORED ADS | 09075V102 | 13,419 | 90,000 | SH | SOLE | 0 | 0 | 90,000 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 27,021 | 725,000 | SH | SOLE | 0 | 0 | 725,000 | ||
CIGNA CORP NEW | COM | 125523100 | 29,251 | 111,000 | SH | SOLE | 0 | 0 | 111,000 | ||
COOPER COS INC | COM NEW | 216648402 | 11,585 | 37,000 | SH | SOLE | 0 | 0 | 37,000 | ||
CVS HEALTH CORP | COM | 126650100 | 26,871 | 290,000 | SH | SOLE | 0 | 0 | 290,000 | ||
CYTOKINETICS INC | COM NEW | 23282W605 | 9,037 | 230,000 | SH | SOLE | 0 | 0 | 230,000 | ||
DANAHER CORPORATION | COM | 235851102 | 13,690 | 54,000 | SH | SOLE | 0 | 0 | 54,000 | ||
DYNAVAX TECHNOLOGIES CORP | COM NEW | 268158201 | 10,072 | 800,000 | SH | SOLE | 0 | 0 | 800,000 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 4,279 | 45,000 | SH | SOLE | 0 | 0 | 45,000 | ||
ELEVANCE HEALTH INC | COM | 036752103 | 27,507 | 57,000 | SH | SOLE | 0 | 0 | 57,000 | ||
ESPERION THERAPEUTICS INC NE | COM | 29664W105 | 5,724 | 900,000 | SH | SOLE | 0 | 0 | 900,000 | ||
ESSA PHARMA INC | COM NEW | 29668H708 | 1,181 | 375,000 | SH | SOLE | 0 | 0 | 375,000 | ||
EXACT SCIENCES CORP | COM | 30063P105 | 2,994 | 76,000 | SH | SOLE | 0 | 0 | 76,000 | ||
G1 THERAPEUTICS INC | COM | 3621LQ109 | 1,562 | 316,137 | SH | SOLE | 0 | 0 | 316,137 | ||
GILEAD SCIENCES INC | COM | 375558103 | 12,362 | 200,000 | SH | SOLE | 0 | 0 | 200,000 | ||
GLAUKOS CORP | COM | 377322102 | 4,087 | 89,991 | SH | SOLE | 0 | 0 | 89,991 | ||
GUARDANT HEALTH INC | COM | 40131M109 | 3,832 | 95,000 | SH | SOLE | 0 | 0 | 95,000 | ||
HARMONY BIOSCIENCES HLDGS IN | COM | 413197104 | 12,680 | 260,000 | SH | SOLE | 0 | 0 | 260,000 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 4,202 | 25,000 | SH | SOLE | 0 | 0 | 25,000 | ||
HEALTH CATALYST INC | COM | 42225T107 | 2,608 | 180,000 | SH | SOLE | 0 | 0 | 180,000 | ||
HORIZON THERAPEUTICS PUB L | SHS | G46188101 | 25,946 | 325,299 | SH | SOLE | 0 | 0 | 325,299 | ||
HUMANA INC | COM | 444859102 | 20,127 | 43,000 | SH | SOLE | 0 | 0 | 43,000 | ||
IMMUNOCORE HLDGS PLC | ADS | 45258D105 | 5,223 | 140,000 | SH | SOLE | 0 | 0 | 140,000 | ||
IMMUNOGEN INC | COM | 45253H101 | 5,400 | 1,200,000 | SH | SOLE | 0 | 0 | 1,200,000 | ||
INSPIRE MED SYS INC | COM | 457730109 | 9,134 | 50,000 | SH | SOLE | 0 | 0 | 50,000 | ||
INTELLIA THERAPEUTICS INC | COM | 45826J105 | 2,588 | 50,000 | SH | SOLE | 0 | 0 | 50,000 | ||
INTRA-CELLULAR THERAPIES INC | COM | 46116X101 | 7,991 | 140,000 | SH | SOLE | 0 | 0 | 140,000 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 14,050 | 70,000 | SH | SOLE | 0 | 0 | 70,000 | ||
IONIS PHARMACEUTICALS INC | COM | 462222100 | 1,851 | 50,000 | SH | SOLE | 0 | 0 | 50,000 | ||
IOVANCE BIOTHERAPEUTICS INC | COM | 462260100 | 5,851 | 530,000 | SH | SOLE | 0 | 0 | 530,000 | ||
IVERIC BIO INC | COM | 46583P102 | 2,405 | 250,000 | SH | SOLE | 0 | 0 | 250,000 | ||
JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 24,962 | 160,000 | SH | SOLE | 0 | 0 | 160,000 | ||
JOHNSON & JOHNSON | COM | 478160104 | 17,751 | 100,000 | SH | SOLE | 0 | 0 | 100,000 | ||
LILLY ELI & CO | COM | 532457108 | 29,181 | 90,000 | SH | SOLE | 0 | 0 | 90,000 | ||
MCKESSON CORP | COM | 58155Q103 | 20,551 | 63,000 | SH | SOLE | 0 | 0 | 63,000 | ||
MEDTRONIC PLC | SHS | G5960L103 | 13,463 | 150,000 | SH | SOLE | 0 | 0 | 150,000 | ||
MEIRAGTX HLDGS PLC | COM | G59665102 | 3,785 | 500,000 | SH | SOLE | 0 | 0 | 500,000 | ||
MERCK & CO. INC | COM | 58933Y105 | 24,160 | 265,000 | SH | SOLE | 0 | 0 | 265,000 | ||
MIRATI THERAPEUTICS INC | COM | 60468T105 | 12,755 | 190,000 | SH | SOLE | 0 | 0 | 190,000 | ||
MYOVANT SCIENCES LTD | COM | G637AM102 | 3,853 | 310,000 | SH | SOLE | 0 | 0 | 310,000 | ||
NEKTAR THERAPEUTICS | COM | 640268108 | 2,090 | 550,000 | SH | SOLE | 0 | 0 | 550,000 | ||
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 9,261 | 95,000 | SH | SOLE | 0 | 0 | 95,000 | ||
NKARTA INC | COM | 65487U108 | 2,464 | 200,000 | SH | SOLE | 0 | 0 | 200,000 | ||
NOVOCURE LTD | ORD SHS | G6674U108 | 4,170 | 60,000 | SH | SOLE | 0 | 0 | 60,000 | ||
OLINK HLDG AB | SPONSORED ADS | 680710100 | 2,128 | 140,000 | SH | SOLE | 0 | 0 | 140,000 | ||
1LIFE HEALTHCARE INC | COM | 68269G107 | 2,942 | 375,250 | SH | SOLE | 0 | 0 | 375,250 | ||
OUTSET MED INC | COM | 690145107 | 2,675 | 180,000 | SH | SOLE | 0 | 0 | 180,000 | ||
PFIZER INC | COM | 717081103 | 28,312 | 540,000 | SH | SOLE | 0 | 0 | 540,000 | ||
PHATHOM PHARMACEUTICALS INC | COM | 71722W107 | 1,985 | 235,210 | SH | SOLE | 0 | 0 | 235,210 | ||
PHREESIA INC | COM | 71944F106 | 1,876 | 75,000 | SH | SOLE | 0 | 0 | 75,000 | ||
PRIVIA HEALTH GROUP INC | COM | 74276R102 | 8,736 | 300,000 | SH | SOLE | 0 | 0 | 300,000 | ||
PROGYNY INC | COM | 74340E103 | 2,615 | 90,000 | SH | SOLE | 0 | 0 | 90,000 | ||
R1 RCM INC | COM | 77634L105 | 6,812 | 325,000 | SH | SOLE | 0 | 0 | 325,000 | ||
RAPID MICRO BIOSYSTEMS INC | CLASS A COM | 75340L104 | 1,290 | 300,000 | SH | SOLE | 0 | 0 | 300,000 | ||
REGENERON PHARMACEUTICALS | COM | 75886F107 | 8,276 | 14,000 | SH | SOLE | 0 | 0 | 14,000 | ||
REVANCE THERAPEUTICS INC | COM | 761330109 | 6,219 | 450,000 | SH | SOLE | 0 | 0 | 450,000 | ||
RIGEL PHARMACEUTICALS INC | COM NEW | 766559603 | 1,384 | 1,225,081 | SH | SOLE | 0 | 0 | 1,225,081 | ||
ROYALTY PHARMA PLC | SHS CLASS A | G7709Q104 | 6,306 | 150,000 | SH | SOLE | 0 | 0 | 150,000 | ||
SANGAMO THERAPEUTICS INC | COM | 800677106 | 2,898 | 700,000 | SH | SOLE | 0 | 0 | 700,000 | ||
SEAGEN INC | COM | 81181C104 | 7,999 | 45,208 | SH | SOLE | 0 | 0 | 45,208 | ||
SHOCKWAVE MEDICAL INC | COM | 82489T104 | 13,569 | 70,978 | SH | SOLE | 0 | 0 | 70,978 | ||
SILK RD MED INC | COM | 82710M100 | 6,368 | 175,000 | SH | SOLE | 0 | 0 | 175,000 | ||
STEREOTAXIS INC | COM NEW | 85916J409 | 1,467 | 797,330 | SH | SOLE | 0 | 0 | 797,330 | ||
TELADOC HEALTH INC | COM | 87918A105 | 2,823 | 85,000 | SH | SOLE | 0 | 0 | 85,000 | ||
TENET HEALTHCARE CORP | COM NEW | 88033G407 | 13,718 | 261,000 | SH | SOLE | 0 | 0 | 261,000 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 20,156 | 37,100 | SH | SOLE | 0 | 0 | 37,100 | ||
UNITED HEALTH GROUP INC | COM | 91324P102 | 28,763 | 56,000 | SH | SOLE | 0 | 0 | 56,000 | ||
VEEVA SYS INC | CL A COM | 922475108 | 7,526 | 38,000 | SH | SOLE | 0 | 0 | 38,000 | ||
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 26,770 | 95,000 | SH | SOLE | 0 | 0 | 95,000 | ||
VIEWRAY INC | COM | 92672L107 | 2,650 | 1,000,000 | SH | SOLE | 0 | 0 | 1,000,000 | ||
XENCOR INC | COM | 98401F105 | 8,211 | 300,000 | SH | SOLE | 0 | 0 | 300,000 |