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 |
ALIGN TECHNOLOGY INC | COM | 016255101 | 16,707 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
BAXTER INTL INC | COM | 071813109 | 121,680 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | |||
BROOKDALE SR LIVING INC | COM | 112463104 | 53,100 | 18,000,000 | SH | SOLE | 18,000,000 | 0 | 0 | |||
BROOKDALE SR LIVING INC | UNIT 11/15/2023 | 112463302 | 11,583 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
CANO HEALTH INC | COM CL A | 13781Y103 | 3,640 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | |||
CENTENE CORP DEL | COM | 15135B101 | 25,284 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
COLLEGIUM PHARMACEUTICAL INC | COM | 19459J104 | 25,190 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | |||
CONMED CORP | COM | 207410101 | 33,755 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | |||
CUREVAC N V | COM | N2451R105 | 8,713 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | |||
DENTSPLY SIRONA INC | COM | 24906P109 | 69,329 | 1,765,000 | SH | SOLE | 1,765,000 | 0 | 0 | |||
EXELIXIS INC | COM | 30161Q104 | 30,086 | 1,550,000 | SH | SOLE | 1,550,000 | 0 | 0 | |||
GLAUKOS CORP | COM | 377322102 | 17,535 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | |||
GLOBUS MED INC | CL A | 379577208 | 17,275 | 305,000 | SH | SOLE | 305,000 | 0 | 0 | |||
GSK PLC | SPONSORED ADR | 37733W204 | 163,668 | 4,600,000 | SH | SOLE | 4,600,000 | 0 | 0 | |||
HERBALIFE NUTRITION LTD | COM SHS | G4412G101 | 13,283 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | |||
INOGEN INC | COM | 45780L104 | 12,168 | 975,000 | SH | SOLE | 975,000 | 0 | 0 | |||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 320,930 | 1,000,000 | SH | Put | SOLE | 1,000,000 | 0 | 0 | ||
IONIS PHARMACEUTICALS INC | COM | 462222100 | 68,800 | 1,925,000 | SH | SOLE | 1,925,000 | 0 | 0 | |||
MIRATI THERAPEUTICS INC | COM | 60468T105 | 52,052 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | |||
MYRIAD GENETICS INC | COM | 62855J104 | 162,610 | 7,000,000 | SH | SOLE | 7,000,000 | 0 | 0 | |||
NANOSTRING TECHNOLOGIES INC | COM | 63009R109 | 14,850 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | |||
NUVASIVE INC | COM | 670704105 | 24,786 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | |||
ORASURE TECHNOLOGIES INC | COM | 68554V108 | 25,713 | 4,250,000 | SH | SOLE | 4,250,000 | 0 | 0 | |||
PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 8,505 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | |||
PERRIGO CO PLC | SHS | G97822103 | 89,675 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | |||
PTC THERAPEUTICS INC | COM | 69366J200 | 121,100 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | |||
PUMA BIOTECHNOLOGY INC | COM | 74587V107 | 13,086 | 4,235,000 | SH | SOLE | 4,235,000 | 0 | 0 | |||
QUANTERIX CORP | COM | 74766Q101 | 38,600 | 3,425,000 | SH | SOLE | 3,425,000 | 0 | 0 | |||
REPLIMUNE GROUP INC | COM | 76029N106 | 22,075 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | |||
SANOFI | SPONSORED ADR | 80105N105 | 299,310 | 5,500,000 | SH | SOLE | 5,500,000 | 0 | 0 | |||
SAREPTA THERAPEUTICS INC | COM | 803607100 | 103,373 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | |||
SELECT MED HLDGS CORP | COM | 81619Q105 | 124,080 | 4,800,000 | SH | SOLE | 4,800,000 | 0 | 0 | |||
SOLID BIOSCIENCES INC | COM NEW | 83422E204 | 6,723 | 1,418,439 | SH | SOLE | 1,418,439 | 0 | 0 | |||
TENET HEALTHCARE CORP | COM NEW | 88033G407 | 228,767 | 3,850,000 | SH | SOLE | 3,850,000 | 0 | 0 | |||
TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 881624209 | 26,550 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | |||
THE BEAUTY HEALTH COMPANY | COM CL A | 88331L108 | 6,315 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||
UNIVERSAL HLTH SVCS INC | CL B | 913903100 | 244,668 | 1,925,000 | SH | SOLE | 1,925,000 | 0 | 0 | |||
VIATRIS INC | COM | 92556V106 | 216,450 | 22,500,000 | SH | SOLE | 22,500,000 | 0 | 0 | |||
WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 224,770 | 6,500,000 | SH | SOLE | 6,500,000 | 0 | 0 | |||
ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | 161,500 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | |||
ZIMVIE INC | COM | 98888T107 | 23,498 | 3,250,000 | SH | SOLE | 3,250,000 | 0 | 0 |