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 |
| Abbott Laboratories | COM | 002824100 | 19,408 | 264,552 | SH | SOLE | 0 | 0 | 264,552 | ||
| AbbVie Inc | COM | 00287Y109 | 12,295 | 130,000 | SH | SOLE | 0 | 0 | 130,000 | ||
| Abiomed Inc | COM | 003654100 | 25,052 | 55,701 | SH | SOLE | 0 | 0 | 55,701 | ||
| Achillion Pharmaceuticals Inc | COM | 00448Q201 | 2,274 | 617,800 | SH | SOLE | 0 | 0 | 617,800 | ||
| Adamas Pharmaceuticals Inc | COM | 00548A106 | 5,477 | 273,593 | SH | SOLE | 0 | 0 | 273,593 | ||
| Adverum Biotechnologies Inc | COM | 00773U108 | 931 | 153,965 | SH | SOLE | 0 | 0 | 153,965 | ||
| Aerie Pharmaceuticals Inc | COM | 00771V108 | 11,079 | 180,000 | SH | SOLE | 0 | 0 | 180,000 | ||
| Aetna Inc | COM | 00817Y108 | 10,143 | 50,000 | SH | SOLE | 0 | 0 | 50,000 | ||
| Agios Pharmaceuticals Inc | COM | 00847X104 | 11,215 | 145,428 | SH | SOLE | 0 | 0 | 145,428 | ||
| Alexion Pharmaceuticals Inc | COM | 015351109 | 33,825 | 243,329 | SH | SOLE | 0 | 0 | 243,329 | ||
| Alkermes Plc | SHS | G01767105 | 12,800 | 301,610 | SH | SOLE | 0 | 0 | 301,610 | ||
| Allergan Plc | SHS | G0177J108 | 13,342 | 70,045 | SH | SOLE | 0 | 0 | 70,045 | ||
| Alnylam Pharmaceuticals Inc | COM | 02043Q107 | 15,049 | 171,950 | SH | SOLE | 0 | 0 | 171,950 | ||
| Alphabet Inc A | CAP STK CL A | 02079K305 | 215 | 178 | SH | SOLE | 0 | 0 | 178 | ||
| AmerisourceBergen Corp | COM | 03073E105 | 9,362 | 101,520 | SH | SOLE | 0 | 0 | 101,520 | ||
| Anheuser-Busch InBev SA ADR spons repr 1 Share | SPONSORED ADR | 03524A108 | 332 | 3,788 | SH | SOLE | 0 | 0 | 3,788 | ||
| Anthem Inc | COM | 036752103 | 19,184 | 70,000 | SH | SOLE | 0 | 0 | 70,000 | ||
| Arena Pharmaceuticals Inc Reg | COM NEW | 040047607 | 16,861 | 366,387 | SH | SOLE | 0 | 0 | 366,387 | ||
| Array BioPharma Inc | COM | 04269X105 | 11,679 | 768,370 | SH | SOLE | 0 | 0 | 768,370 | ||
| Becton Dickinson & Co | COM | 075887109 | 20,880 | 80,000 | SH | SOLE | 0 | 0 | 80,000 | ||
| Biogen Inc | COM | 09062X103 | 10,599 | 30,000 | SH | SOLE | 0 | 0 | 30,000 | ||
| BioMarin Pharmaceutical Inc | COM | 09061G101 | 25,682 | 264,849 | SH | SOLE | 0 | 0 | 264,849 | ||
| Boston Scientific Corp | COM | 101137107 | 13,012 | 337,968 | SH | SOLE | 0 | 0 | 337,968 | ||
| Bristol Myers Squibb Co | COM | 110122108 | 20,486 | 330,000 | SH | SOLE | 0 | 0 | 330,000 | ||
| Celgene Corp | COM | 151020104 | 16,171 | 180,698 | SH | SOLE | 0 | 0 | 180,698 | ||
| Centene Corp | COM | 15135B101 | 5,791 | 40,000 | SH | SOLE | 0 | 0 | 40,000 | ||
| Chevron Corp | COM | 166764100 | 456 | 3,733 | SH | SOLE | 0 | 0 | 3,733 | ||
| Chimerix Inc | COM | 16934W106 | 1,328 | 341,300 | SH | SOLE | 0 | 0 | 341,300 | ||
| Cigna Corp | COM | 125509109 | 36,379 | 174,691 | SH | SOLE | 0 | 0 | 174,691 | ||
| Coherus BioSciences Inc | COM | 19249H103 | 5,464 | 331,131 | SH | SOLE | 0 | 0 | 331,131 | ||
| CVS Health Corp | COM | 126650100 | 34,548 | 438,868 | SH | SOLE | 0 | 0 | 438,868 | ||
| Diplomat Pharmacy Inc Reg | COM | 25456K101 | 22,795 | 1,174,411 | SH | SOLE | 0 | 0 | 1,174,411 | ||
| Edwards Lifesciences Corp | COM | 28176E108 | 16,815 | 96,585 | SH | SOLE | 0 | 0 | 96,585 | ||
| Eli Lilly & Co | COM | 532457108 | 18,243 | 170,000 | SH | SOLE | 0 | 0 | 170,000 | ||
| Esperion Therapeutics Inc | COM | 29664W105 | 15,705 | 353,961 | SH | SOLE | 0 | 0 | 353,961 | ||
| Exelixis Inc | COM | 30161Q104 | 22,352 | 1,261,414 | SH | SOLE | 0 | 0 | 1,261,414 | ||
| Exxon Mobil Corp | COM | 30231G102 | 520 | 6,111 | SH | SOLE | 0 | 0 | 6,111 | ||
| FibroGen Inc | COM | 31572Q808 | 15,260 | 251,190 | SH | SOLE | 0 | 0 | 251,190 | ||
| Flexion Therapeutics Inc | COM | 33938J106 | 9,969 | 532,812 | SH | SOLE | 0 | 0 | 532,812 | ||
| Ford Motor Co | COM PAR | 345370860 | 300 | 32,405 | SH | SOLE | 0 | 0 | 32,405 | ||
| Gilead Sciences Inc | COM | 375558103 | 14,643 | 189,647 | SH | SOLE | 0 | 0 | 189,647 | ||
| Glaukos Corp | COM | 377322102 | 18,255 | 281,279 | SH | SOLE | 0 | 0 | 281,279 | ||
| Halliburton Co (Hg Co) | COM | 406216101 | 374 | 9,221 | SH | SOLE | 0 | 0 | 9,221 | ||
| Horizon Pharma Plc | SHS | G4617B105 | 17,956 | 917,051 | SH | SOLE | 0 | 0 | 917,051 | ||
| Humana Inc | COM | 444859102 | 17,942 | 53,000 | SH | SOLE | 0 | 0 | 53,000 | ||
| IBM Corp | COM | 459200101 | 372 | 2,461 | SH | SOLE | 0 | 0 | 2,461 | ||
| Immunomedics Inc | COM | 452907108 | 8,860 | 425,330 | SH | SOLE | 0 | 0 | 425,330 | ||
| Incyte Corp Ltd | COM | 45337C102 | 26,037 | 376,916 | SH | SOLE | 0 | 0 | 376,916 | ||
| Intra-Cellular Therapies Inc | COM | 46116X101 | 14,213 | 654,982 | SH | SOLE | 0 | 0 | 654,982 | ||
| Iovance Biotherapeutics Inc Reg | COM | 462260100 | 14,518 | 1,290,495 | SH | SOLE | 0 | 0 | 1,290,495 | ||
| Janus Henderson Group Plc Reg | ORD SHS | G4474Y214 | 319 | 11,828 | SH | SOLE | 0 | 0 | 11,828 | ||
| Jazz Pharmaceuticals Plc | SHS USD | G50871105 | 21,239 | 126,322 | SH | SOLE | 0 | 0 | 126,322 | ||
| JPMorgan Chase & Co | COM | 46625H100 | 420 | 3,726 | SH | SOLE | 0 | 0 | 3,726 | ||
| Livanova Plc | SHS | G5509L101 | 11,777 | 95,000 | SH | SOLE | 0 | 0 | 95,000 | ||
| Loxo Oncology Inc | COM | 548862101 | 8,542 | 50,000 | SH | SOLE | 0 | 0 | 50,000 | ||
| Macrogenics Inc | COM | 556099109 | 7,324 | 341,586 | SH | SOLE | 0 | 0 | 341,586 | ||
| Medicines Co | COM | 584688105 | 4,038 | 135,000 | SH | SOLE | 0 | 0 | 135,000 | ||
| Mednax Inc | COM | 58502B106 | 5,817 | 124,674 | SH | SOLE | 0 | 0 | 124,674 | ||
| Medtronic Plc Reg | SHS | G5960L103 | 24,580 | 249,874 | SH | SOLE | 0 | 0 | 249,874 | ||
| Microsoft Corp | COM | 594918104 | 330 | 2,887 | SH | SOLE | 0 | 0 | 2,887 | ||
| MyoKardia Inc Reg | COM | 62857M105 | 12,275 | 188,272 | SH | SOLE | 0 | 0 | 188,272 | ||
| Nektar Therapeutics | COM | 640268108 | 18,617 | 305,393 | SH | SOLE | 0 | 0 | 305,393 | ||
| Neurocrine Biosciences Inc | COM | 64125C109 | 10,042 | 81,677 | SH | SOLE | 0 | 0 | 81,677 | ||
| NovoCure Ltd Reg | ORD SHS | G6674U108 | 20,960 | 400,000 | SH | SOLE | 0 | 0 | 400,000 | ||
| Omnicell Inc | COM | 68213N109 | 7,217 | 100,375 | SH | SOLE | 0 | 0 | 100,375 | ||
| Patterson Companies Inc | COM | 703395103 | 941 | 38,500 | SH | SOLE | 0 | 0 | 38,500 | ||
| Pfizer Inc | COM | 717081103 | 386 | 8,754 | SH | SOLE | 0 | 0 | 8,754 | ||
| Pieris Pharmaceuticals Inc Reg | COM | 720795103 | 1,680 | 300,000 | SH | SOLE | 0 | 0 | 300,000 | ||
| Portola Pharmaceuticals Inc | COM | 737010108 | 6,453 | 242,302 | SH | SOLE | 0 | 0 | 242,302 | ||
| Qualcomm Inc | COM | 747525103 | 466 | 6,476 | SH | SOLE | 0 | 0 | 6,476 | ||
| Regeneron Pharmaceuticals Inc | COM | 75886F107 | 6,869 | 17,000 | SH | SOLE | 0 | 0 | 17,000 | ||
| Regulus Therapeutic Inc | COM | 75915K101 | 97 | 492,878 | SH | SOLE | 0 | 0 | 492,878 | ||
| Revance Therapeutics Inc | COM | 761330109 | 5,049 | 203,181 | SH | SOLE | 0 | 0 | 203,181 | ||
| Rigel Pharmaceuticals Inc | COM NEW | 766559603 | 6,786 | 2,113,988 | SH | SOLE | 0 | 0 | 2,113,988 | ||
| Sage Therapeutics Inc | COM | 78667J108 | 17,619 | 124,739 | SH | SOLE | 0 | 0 | 124,739 | ||
| Sangamo Therapeutics Inc Reg | COM | 800677106 | 20,295 | 1,197,357 | SH | SOLE | 0 | 0 | 1,197,357 | ||
| Seattle Genetics Inc Reg | COM | 812578102 | 13,882 | 180,000 | SH | SOLE | 0 | 0 | 180,000 | ||
| Spark Therapeutics Inc | COM | 84652J103 | 7,511 | 137,691 | SH | SOLE | 0 | 0 | 137,691 | ||
| Sunesis Pharmaceuticals Inc Reg | COM PAR | 867328700 | 855 | 427,642 | SH | SOLE | 0 | 0 | 427,642 | ||
| Symantec Corp | COM | 871503108 | 207 | 9,734 | SH | SOLE | 0 | 0 | 9,734 | ||
| United Health Group Inc | COM | 91324P102 | 24,210 | 91,000 | SH | SOLE | 0 | 0 | 91,000 | ||
| Walgreens Boots Alliance Inc | COM | 931427108 | 10,571 | 145,000 | SH | SOLE | 0 | 0 | 145,000 | ||
| Walt Disney Co (The) | COM DISNEY | 254687106 | 407 | 3,483 | SH | SOLE | 0 | 0 | 3,483 | ||
| Wells Fargo & Co | COM | 949746101 | 308 | 5,858 | SH | SOLE | 0 | 0 | 5,858 | ||
| Vertex Pharmaceuticals Inc | COM | 92532F100 | 27,459 | 142,465 | SH | SOLE | 0 | 0 | 142,465 | ||
| ViewRay Inc Reg | COM | 92672L107 | 4,836 | 516,623 | SH | SOLE | 0 | 0 | 516,623 | ||
| Xencor Inc | COM | 98401F105 | 8,178 | 209,854 | SH | SOLE | 0 | 0 | 209,854 | ||
| Zogenix Inc Reg | COM NEW | 98978L204 | 2,976 | 60,000 | SH | SOLE | 0 | 0 | 60,000 | ||