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 |
| ABBVIE INC | COM | 00287Y109 | 46,967 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | ||
| ACORDA THERAPEUTICS INC | COM | 00484M106 | 18,810 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| ACTAVIS INC | COM | 00507K103 | 54,000 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
| AEGERION PHARMACEUTICALS INC | COM | 00767E102 | 36,444 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
| AETNA INC NEW | COM | 00817Y108 | 44,814 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | 38,438 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| ALEXION PHARMACEUTICALS INC | COM | 015351109 | 46,464 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| ALKERMES PLC | SHS | G01767105 | 27,737 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | ||
| ALLERGAN INC | COM | 018490102 | 49,295 | 545,000 | SH | SOLE | 545,000 | 0 | 0 | ||
| ALLSCRIPTS HEALTHCARE SOLUTN | COM | 01988P108 | 163,570 | 11,000,000 | SH | SOLE | 11,000,000 | 0 | 0 | ||
| ARTHROCARE CORP | COM | 043136100 | 81,834 | 2,300,000 | SH | SOLE | 2,300,000 | 0 | 0 | ||
| BEAM INC | COM | 073730103 | 46,871 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | ||
| CELLDEX THERAPEUTICS INC NEW | COM | 15117B103 | 932 | 26,300 | SH | SOLE | 26,300 | 0 | 0 | ||
| CELLDEX THERAPEUTICS INC NEW | COM | 15117B103 | 10,629 | 300,000 | SH | Call | SOLE | 300,000 | 0 | 0 | |
| CHIMERIX INC | COM | 16934W106 | 6,594 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| CLOVIS ONCOLOGY INC | COM | 189464100 | 15,566 | 256,021 | SH | SOLE | 256,021 | 0 | 0 | ||
| COCA COLA ENTERPRISES INC NE | COM | 19122T109 | 8,042 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| COOPER COS INC | COM NEW | 216648402 | 2,849 | 21,969 | SH | SOLE | 21,969 | 0 | 0 | ||
| CORVEL CORP | COM | 221006109 | 8,059 | 218,000 | SH | SOLE | 218,000 | 0 | 0 | ||
| CUBIST PHARMACEUTICALS INC | COM | 229678107 | 57,195 | 900,000 | SH | Put | SOLE | 900,000 | 0 | 0 | |
| CUBIST PHARMACEUTICALS INC | COM | 229678107 | 58,784 | 925,000 | SH | SOLE | 925,000 | 0 | 0 | ||
| CYNOSURE INC | CL A | 232577205 | 16,537 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | ||
| DYNAVAX TECHNOLOGIES CORP | COM | 268158102 | 20,944 | 17,600,000 | SH | SOLE | 17,600,000 | 0 | 0 | ||
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 34,815 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| EHEALTH INC | COM | 28238P109 | 72,653 | 2,252,119 | SH | SOLE | 2,252,119 | 0 | 0 | ||
| EXELIXIS INC | COM | 30161Q104 | 7,306 | 1,255,350 | SH | SOLE | 1,255,350 | 0 | 0 | ||
| GILEAD SCIENCES INC | COM | 375558103 | 78,682 | 1,251,500 | SH | Put | SOLE | 1,251,500 | 0 | 0 | |
| GILEAD SCIENCES INC | COM | 375558103 | 94,305 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
| HCP INC | COM | 40414L109 | 2,756 | 67,300 | SH | SOLE | 67,300 | 0 | 0 | ||
| IDERA PHARMACEUTICALS INC | COM NEW | 45168K306 | 5,690 | 3,270,000 | SH | SOLE | 3,270,000 | 0 | 0 | ||
| IMPAX LABORATORIES INC | COM | 45256B101 | 22,771 | 1,112,400 | SH | SOLE | 1,112,400 | 0 | 0 | ||
| INTERMUNE INC | COM | 45884X103 | 4,170 | 271,100 | SH | SOLE | 271,100 | 0 | 0 | ||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 80,730 | 214,554 | SH | SOLE | 214,554 | 0 | 0 | ||
| LAUDER ESTEE COS INC | CL A | 518439104 | 20,970 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| LILLY ELI & CO | COM | 532457108 | 6,137 | 121,929 | SH | SOLE | 121,929 | 0 | 0 | ||
| MCKESSON CORP | COM | 58155Q103 | 22,224 | 173,218 | SH | SOLE | 173,218 | 0 | 0 | ||
| METTLER TOLEDO INTERNATIONAL | COM | 592688105 | 3,004 | 12,514 | SH | SOLE | 12,514 | 0 | 0 | ||
| MOLINA HEALTHCARE INC | COM | 60855R100 | 39,160 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
| MONSANTO CO NEW | COM | 61166W101 | 33,920 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
| MYLAN INC | COM | 628530107 | 45,804 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
| NOVAVAX INC | COM | 670002104 | 11,019 | 3,498,000 | SH | SOLE | 3,498,000 | 0 | 0 | ||
| NUVASIVE INC | COM | 670704105 | 10,408 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
| PFIZER INC | COM | 717081103 | 6,765 | 235,500 | SH | SOLE | 235,500 | 0 | 0 | ||
| PHARMACYCLICS INC | COM | 716933106 | 27,652 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
| PTC THERAPEUTICS INC | COM | 69366J200 | 15,713 | 732,200 | SH | SOLE | 732,200 | 0 | 0 | ||
| REGULUS THERAPEUTICS INC | COM | 75915K101 | 9,194 | 975,000 | SH | SOLE | 975,000 | 0 | 0 | ||
| SALIX PHARMACEUTICALS INC | COM | 795435106 | 16,406 | 245,300 | SH | Call | SOLE | 245,300 | 0 | 0 | |
| SAREPTA THERAPEUTICS INC | COM | 803607100 | 7,084 | 150,000 | SH | Call | SOLE | 150,000 | 0 | 0 | |
| SAREPTA THERAPEUTICS INC | COM | 803607100 | 9,446 | 200,000 | SH | Put | SOLE | 200,000 | 0 | 0 | |
| TENET HEALTHCARE CORP | COM NEW | 88033G407 | 35,012 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
| THERAVANCE INC | COM | 88338T104 | 28,609 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 3,771 | 40,926 | SH | SOLE | 40,926 | 0 | 0 | ||
| WEBMD HEALTH CORP | COM | 94770V102 | 12,848 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| WELLPOINT INC | COM | 94973V107 | 14,632 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| WHITEWAVE FOODS CO | COM CL A | 966244105 | 45,432 | 2,275,000 | SH | SOLE | 2,275,000 | 0 | 0 | ||
| WRIGHT MED GROUP INC | COM | 98235T107 | 78,240 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| ZIMMER HLDGS INC | COM | 98956P102 | 75,980 | 925,000 | SH | SOLE | 925,000 | 0 | 0 | ||
| ZOETIS INC | CL A | 98978V103 | 21,006 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | ||