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 |
| 908 DEVICES INC | COM | 65443P102 | 14,805 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 | 27,363 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 16,013 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| BIO RAD LABS INC | CL A | 090572207 | 20,857 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 27,111 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| CATALENT INC | COM | 148806102 | 18,090 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| CHARLES RIV LABS INTL INC | COM | 159864107 | 39,754 | 202,000 | SH | SOLE | 202,000 | 0 | 0 | ||
| CIGNA CORP NEW | COM | 125523100 | 39,681 | 143,010 | SH | SOLE | 143,010 | 0 | 0 | ||
| DEXCOM INC | COM | 252131107 | 12,081 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| ESTABLISHMENT LABS HLDGS INC | COM | G31249108 | 17,600 | 322,278 | SH | SOLE | 322,278 | 0 | 0 | ||
| GUARDANT HEALTH INC | COM | 40131M109 | 26,226 | 487,193 | SH | SOLE | 487,193 | 0 | 0 | ||
| HCA HEALTHCARE INC | COM | 40412C101 | 25,731 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| HEALTHEQUITY INC | COM | 42226A107 | 29,555 | 440,000 | SH | SOLE | 440,000 | 0 | 0 | ||
| HORIZON THERAPEUTICS PUB L | SHS | G46188101 | 16,406 | 265,076 | SH | SOLE | 265,076 | 0 | 0 | ||
| HUMANA INC | COM | 444859102 | 16,982 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| ICON PLC | SHS | G4705A100 | 15,400 | 83,798 | SH | SOLE | 83,798 | 0 | 0 | ||
| INARI MED INC | COM | 45332Y109 | 21,792 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| INSPIRE MED SYS INC | COM | 457730109 | 17,737 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| INSULET CORP | COM | 45784P101 | 18,352 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 37,768 | 355,601 | SH | SOLE | 355,601 | 0 | 0 | ||
| ORION ACQUISITION CORP | UNIT 02/19/2026 | 68626A207 | 9,865 | 999,513 | SH | SOLE | 999,513 | 0 | 0 | ||
| PACIFIC BIOSCIENCES CALIF IN | COM | 69404D108 | 17,415 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| REPLIGEN CORP | COM | 759916109 | 18,711 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| SANOFI | SPONSORED ADR | 80105N105 | 34,218 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
| SAREPTA THERAPEUTICS INC | COM | 803607100 | 16,581 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| STEREOTAXIS INC | COM NEW | 85916J409 | 3,054 | 1,696,599 | SH | SOLE | 1,696,599 | 0 | 0 | ||
| SURGERY PARTNERS INC | COM | 86881A100 | 12,870 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||