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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
10X GENOMICS INC | CL A COM | 88025U109 | 2,733,000 | 75,000 | SH | SOLE | 0 | 0 | 75,000 | |||
ABBOTT LABS | COM | 002824100 | 12,845,430 | 117,000 | SH | SOLE | 0 | 0 | 117,000 | |||
ABBVIE INC | COM | 00287Y109 | 21,009,300 | 130,000 | SH | SOLE | 0 | 0 | 130,000 | |||
AGILON HEALTH INC | COM | 00857U107 | 4,115,700 | 255,000 | SH | SOLE | 0 | 0 | 255,000 | |||
ALIGNMENT HEALTHCARE INC | COM | 01625V104 | 3,822,000 | 325,000 | SH | SOLE | 0 | 0 | 325,000 | |||
ALKERMES PLC | SHS | G01767105 | 3,919,500 | 150,000 | SH | SOLE | 0 | 0 | 150,000 | |||
ALLOGENE THERAPEUTICS INC | COM | 019770106 | 2,138,600 | 340,000 | SH | SOLE | 0 | 0 | 340,000 | |||
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 17,348,450 | 73,000 | SH | SOLE | 0 | 0 | 73,000 | |||
AMERISOURCEBERGEN CORP | COM | 03073E105 | 28,667,830 | 173,000 | SH | SOLE | 0 | 0 | 173,000 | |||
APELLIS PHARMACEUTICALS INC | COM | 03753U106 | 10,342,000 | 200,000 | SH | SOLE | 0 | 0 | 200,000 | |||
ARVINAS INC | COM | 04335A105 | 2,907,850 | 85,000 | SH | SOLE | 0 | 0 | 85,000 | |||
AXONICS INC | COM | 05465P101 | 14,381,900 | 230,000 | SH | SOLE | 0 | 0 | 230,000 | |||
BECTON DICKINSON & CO | COM | 075887109 | 21,106,900 | 83,000 | SH | SOLE | 0 | 0 | 83,000 | |||
BIOGEN INC | COM | 09062X103 | 8,307,600 | 30,000 | SH | SOLE | 0 | 0 | 30,000 | |||
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 26,286,460 | 254,000 | SH | SOLE | 0 | 0 | 254,000 | |||
BIONTECH SE | SPONSORED ADS | 09075V102 | 16,373,980 | 109,000 | SH | SOLE | 0 | 0 | 109,000 | |||
BIO-TECHNE CORP | COM | 09073M104 | 7,459,200 | 90,000 | SH | SOLE | 0 | 0 | 90,000 | |||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 27,067,950 | 585,000 | SH | SOLE | 0 | 0 | 585,000 | |||
CIGNA CORP NEW | COM | 125523100 | 20,543,080 | 62,000 | SH | SOLE | 0 | 0 | 62,000 | |||
COOPER COS INC | COM NEW | 216648402 | 15,541,490 | 47,000 | SH | SOLE | 0 | 0 | 47,000 | |||
CVS HEALTH CORP | COM | 126650100 | 15,935,490 | 171,000 | SH | SOLE | 0 | 0 | 171,000 | |||
CYTOKINETICS INC | COM NEW | 23282W605 | 9,911,874 | 216,322 | SH | SOLE | 0 | 0 | 216,322 | |||
DANAHER CORPORATION | COM | 235851102 | 13,271,000 | 50,000 | SH | SOLE | 0 | 0 | 50,000 | |||
DYNAVAX TECHNOLOGIES CORP | COM NEW | 268158201 | 8,336,642 | 783,519 | SH | SOLE | 0 | 0 | 783,519 | |||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 10,743,840 | 144,000 | SH | SOLE | 0 | 0 | 144,000 | |||
ELEVANCE HEALTH INC | COM | 036752103 | 23,083,650 | 45,000 | SH | SOLE | 0 | 0 | 45,000 | |||
ENVISTA HOLDINGS CORPORATION | COM | 29415F104 | 5,515,146 | 163,800 | SH | SOLE | 0 | 0 | 163,800 | |||
ESPERION THERAPEUTICS INC NE | COM | 29664W105 | 5,607,000 | 900,000 | SH | SOLE | 0 | 0 | 900,000 | |||
ESSA PHARMA INC | COM NEW | 29668H708 | 945,000 | 375,000 | SH | SOLE | 0 | 0 | 375,000 | |||
EXACT SCIENCES CORP | COM | 30063P105 | 5,446,100 | 110,000 | SH | SOLE | 0 | 0 | 110,000 | |||
G1 THERAPEUTICS INC | COM | 3621LQ109 | 2,009,100 | 370,000 | SH | SOLE | 0 | 0 | 370,000 | |||
GILEAD SCIENCES INC | COM | 375558103 | 23,179,500 | 270,000 | SH | SOLE | 0 | 0 | 270,000 | |||
GLAUKOS CORP | COM | 377322102 | 3,712,800 | 85,000 | SH | SOLE | 0 | 0 | 85,000 | |||
HARMONY BIOSCIENCES HLDGS IN | COM | 413197104 | 13,224,000 | 240,000 | SH | SOLE | 0 | 0 | 240,000 | |||
HCA HEALTHCARE INC | COM | 40412C101 | 21,596,400 | 90,000 | SH | SOLE | 0 | 0 | 90,000 | |||
HEALTH CATALYST INC | COM | 42225T107 | 1,913,400 | 180,000 | SH | SOLE | 0 | 0 | 180,000 | |||
HUMANA INC | COM | 444859102 | 19,975,410 | 39,000 | SH | SOLE | 0 | 0 | 39,000 | |||
IGM BIOSCIENCES INC | COM | 449585108 | 850,500 | 50,000 | SH | SOLE | 0 | 0 | 50,000 | |||
IMMUNOCORE HLDGS PLC | ADS | 45258D105 | 8,560,500 | 150,000 | SH | SOLE | 0 | 0 | 150,000 | |||
IMMUNOGEN INC | COM | 45253H101 | 7,440,000 | 1,500,000 | SH | SOLE | 0 | 0 | 1,500,000 | |||
INSPIRE MED SYS INC | COM | 457730109 | 15,364,680 | 61,000 | SH | SOLE | 0 | 0 | 61,000 | |||
INSULET CORP | COM | 45784P101 | 8,537,310 | 29,000 | SH | SOLE | 0 | 0 | 29,000 | |||
INTELLIA THERAPEUTICS INC | COM | 45826J105 | 1,744,500 | 50,000 | SH | SOLE | 0 | 0 | 50,000 | |||
INTRA-CELLULAR THERAPIES INC | COM | 46116X101 | 6,615,000 | 125,000 | SH | SOLE | 0 | 0 | 125,000 | |||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 1,326,750 | 5,000 | SH | SOLE | 0 | 0 | 5,000 | |||
IONIS PHARMACEUTICALS INC | COM | 462222100 | 1,888,500 | 50,000 | SH | SOLE | 0 | 0 | 50,000 | |||
IOVANCE BIOTHERAPEUTICS INC | COM | 462260100 | 5,523,375 | 864,378 | SH | SOLE | 0 | 0 | 864,378 | |||
IQVIA HLDGS INC | COM | 46266C105 | 4,097,800 | 20,000 | SH | SOLE | 0 | 0 | 20,000 | |||
IVERIC BIO INC | COM | 46583P102 | 9,206,300 | 430,000 | SH | SOLE | 0 | 0 | 430,000 | |||
JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 20,391,680 | 128,000 | SH | SOLE | 0 | 0 | 128,000 | |||
JOHNSON & JOHNSON | COM | 478160104 | 17,665,000 | 100,000 | SH | SOLE | 0 | 0 | 100,000 | |||
KARUNA THERAPEUTICS INC | COM | 48576A100 | 5,895,000 | 30,000 | SH | SOLE | 0 | 0 | 30,000 | |||
LILLY ELI & CO | COM | 532457108 | 32,193,920 | 88,000 | SH | SOLE | 0 | 0 | 88,000 | |||
MCKESSON CORP | COM | 58155Q103 | 14,629,680 | 39,000 | SH | SOLE | 0 | 0 | 39,000 | |||
MEDTRONIC PLC | SHS | G5960L103 | 27,202,000 | 350,000 | SH | SOLE | 0 | 0 | 350,000 | |||
MEIRAGTX HLDGS PLC | COM | G59665102 | 3,618,796 | 555,030 | SH | SOLE | 0 | 0 | 555,030 | |||
MERCK & CO. INC | COM | 58933Y105 | 23,854,250 | 215,000 | SH | SOLE | 0 | 0 | 215,000 | |||
MERSANA THERAPEUTICS INC | COM | 59045L106 | 2,344,000 | 400,000 | SH | SOLE | 0 | 0 | 400,000 | |||
MIRATI THERAPEUTICS INC | COM | 60468T105 | 13,593,000 | 300,000 | SH | SOLE | 0 | 0 | 300,000 | |||
NATERA INC | COM | 632307104 | 6,628,050 | 165,000 | SH | SOLE | 0 | 0 | 165,000 | |||
NEKTAR THERAPEUTICS | COM | 640268108 | 1,243,000 | 550,000 | SH | SOLE | 0 | 0 | 550,000 | |||
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 10,152,400 | 85,000 | SH | SOLE | 0 | 0 | 85,000 | |||
NKARTA INC | COM | 65487U108 | 1,198,000 | 200,000 | SH | SOLE | 0 | 0 | 200,000 | |||
NOVOCURE LTD | ORD SHS | G6674U108 | 2,567,250 | 35,000 | SH | SOLE | 0 | 0 | 35,000 | |||
NUVALENT INC | COM | 670703107 | 2,382,400 | 80,000 | SH | SOLE | 0 | 0 | 80,000 | |||
OAK STR HEALTH INC | COM | 67181A107 | 5,377,500 | 250,000 | SH | SOLE | 0 | 0 | 250,000 | |||
OLINK HLDG AB | SPONSORED ADS | 680710100 | 4,933,618 | 194,390 | SH | SOLE | 0 | 0 | 194,390 | |||
OUTSET MED INC | COM | 690145107 | 9,295,200 | 360,000 | SH | SOLE | 0 | 0 | 360,000 | |||
PFIZER INC | COM | 717081103 | 17,934,000 | 350,000 | SH | SOLE | 0 | 0 | 350,000 | |||
PHATHOM PHARMACEUTICALS INC | COM | 71722W107 | 2,639,056 | 235,210 | SH | SOLE | 0 | 0 | 235,210 | |||
PHREESIA INC | COM | 71944F106 | 4,854,000 | 150,000 | SH | SOLE | 0 | 0 | 150,000 | |||
PRIVIA HEALTH GROUP INC | COM | 74276R102 | 8,402,700 | 370,000 | SH | SOLE | 0 | 0 | 370,000 | |||
R1 RCM INC | COM | 77634L105 | 4,139,100 | 378,000 | SH | SOLE | 0 | 0 | 378,000 | |||
RAPID MICRO BIOSYSTEMS INC | CLASS A COM | 75340L104 | 339,000 | 300,000 | SH | SOLE | 0 | 0 | 300,000 | |||
REGENERON PHARMACEUTICALS | COM | 75886F107 | 26,695,130 | 37,000 | SH | SOLE | 0 | 0 | 37,000 | |||
RELAY THERAPEUTICS INC | COM | 75943R102 | 2,988,000 | 200,000 | SH | SOLE | 0 | 0 | 200,000 | |||
REVANCE THERAPEUTICS INC | COM | 761330109 | 8,085,480 | 438,000 | SH | SOLE | 0 | 0 | 438,000 | |||
RIGEL PHARMACEUTICALS INC | COM NEW | 766559603 | 1,837,622 | 1,225,081 | SH | SOLE | 0 | 0 | 1,225,081 | |||
ROYALTY PHARMA PLC | SHS CLASS A | G7709Q104 | 8,496,800 | 215,000 | SH | SOLE | 0 | 0 | 215,000 | |||
SANGAMO THERAPEUTICS INC | COM | 800677106 | 2,574,800 | 820,000 | SH | SOLE | 0 | 0 | 820,000 | |||
SEAGEN INC | COM | 81181C104 | 5,268,910 | 41,000 | SH | SOLE | 0 | 0 | 41,000 | |||
SHOCKWAVE MEDICAL INC | COM | 82489T104 | 9,663,670 | 47,000 | SH | SOLE | 0 | 0 | 47,000 | |||
SILK RD MED INC | COM | 82710M100 | 10,351,782 | 195,871 | SH | SOLE | 0 | 0 | 195,871 | |||
STEREOTAXIS INC | COM NEW | 85916J409 | 1,650,473 | 797,330 | SH | SOLE | 0 | 0 | 797,330 | |||
TELADOC HEALTH INC | COM | 87918A105 | 3,074,500 | 130,000 | SH | SOLE | 0 | 0 | 130,000 | |||
TENET HEALTHCARE CORP | COM NEW | 88033G407 | 22,967,893 | 470,750 | SH | SOLE | 0 | 0 | 470,750 | |||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 22,027,600 | 40,000 | SH | SOLE | 0 | 0 | 40,000 | |||
UNITED HEALTH GROUP INC | COM | 91324P102 | 20,146,840 | 38,000 | SH | SOLE | 0 | 0 | 38,000 | |||
VEEVA SYS INC | CL A COM | 922475108 | 5,567,610 | 34,500 | SH | SOLE | 0 | 0 | 34,500 | |||
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 23,102,400 | 80,000 | SH | SOLE | 0 | 0 | 80,000 | |||
VIEWRAY INC | COM | 92672L107 | 4,480,000 | 1,000,000 | SH | SOLE | 0 | 0 | 1,000,000 | |||
WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 5,883,750 | 25,000 | SH | SOLE | 0 | 0 | 25,000 | |||
XENCOR INC | COM | 98401F105 | 7,657,739 | 294,076 | SH | SOLE | 0 | 0 | 294,076 |