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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ABBOTT LABS | COM | 002824100 | 63,288 | 756,400 | SH | SOLE | 756,400 | 0 | 0 | ||
ALCON INC | ORD SHS | H01301128 | 32,581 | 558,940 | SH | SOLE | 558,940 | 0 | 0 | ||
AURINIA PHARMACEUTICALS INC | COM | 05156V102 | 4,445 | 832,370 | SH | SOLE | 832,370 | 0 | 0 | ||
BAXTER INTL INC | COM | 071813109 | 90,341 | 1,032,820 | SH | SOLE | 1,032,820 | 0 | 0 | ||
BIOGEN INC | COM | 09062X103 | 83,084 | 356,860 | SH | SOLE | 356,860 | 0 | 0 | ||
BIOGEN INC | COM | 09062X103 | 128,051 | 550,000 | SH | Call | SOLE | 550,000 | 0 | 0 | |
BLUEBIRD BIO INC | COM | 09609G100 | 46,561 | 507,090 | SH | SOLE | 507,090 | 0 | 0 | ||
BLUEPRINT MEDICINES CORP | COM | 09627Y109 | 44,774 | 609,417 | SH | SOLE | 609,417 | 0 | 0 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 39,136 | 961,820 | SH | SOLE | 961,820 | 0 | 0 | ||
BRISTOL MYERS SQUIBB CO | COM | 110122108 | 20,284 | 400,000 | SH | Call | SOLE | 400,000 | 0 | 0 | |
BRISTOL MYERS SQUIBB CO | COM | 110122108 | 56,679 | 1,117,710 | SH | SOLE | 1,117,710 | 0 | 0 | ||
CHANGE HEALTHCARE INC | COM | 15912K100 | 51,394 | 4,254,430 | SH | SOLE | 4,254,430 | 0 | 0 | ||
CHARLES RIV LABS INTL INC | COM | 159864107 | 48,363 | 365,360 | SH | SOLE | 365,360 | 0 | 0 | ||
CLOVIS ONCOLOGY INC | COM | 189464100 | 5,861 | 1,491,376 | SH | SOLE | 1,491,376 | 0 | 0 | ||
CONMED CORP | COM | 207410101 | 41,047 | 426,910 | SH | SOLE | 426,910 | 0 | 0 | ||
CORINDUS VASCULAR ROBOTICS I | COM | 218730109 | 85,521 | 19,981,655 | SH | SOLE | 19,981,655 | 0 | 0 | ||
DANAHER CORPORATION | COM | 235851102 | 99,221 | 686,980 | SH | SOLE | 686,980 | 0 | 0 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 137,661 | 625,990 | SH | SOLE | 625,990 | 0 | 0 | ||
ENVISTA HLDGS CORP | COM | 29415F104 | 8,364 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
GENMAB A S | SPONSORED ADS | 372303206 | 14,118 | 696,835 | SH | SOLE | 696,835 | 0 | 0 | ||
GILEAD SCIENCES INC | COM | 375558103 | 30,608 | 482,930 | SH | SOLE | 482,930 | 0 | 0 | ||
HAEMONETICS CORP | COM | 405024100 | 26,700 | 211,670 | SH | SOLE | 211,670 | 0 | 0 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 49,039 | 407,230 | SH | SOLE | 407,230 | 0 | 0 | ||
HOLOGIC INC | COM | 436440101 | 40,875 | 809,570 | SH | SOLE | 809,570 | 0 | 0 | ||
HORIZON THERAPEUTICS PUB LTD | SHS | G46188101 | 71,583 | 2,628,840 | SH | SOLE | 2,628,840 | 0 | 0 | ||
HUMANA INC | COM | 444859102 | 17,915 | 70,070 | SH | SOLE | 70,070 | 0 | 0 | ||
INTERSECT ENT INC | COM | 46071F103 | 43,233 | 2,541,630 | SH | SOLE | 2,541,630 | 0 | 0 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 126,994 | 235,205 | SH | SOLE | 235,205 | 0 | 0 | ||
IQVIA HLDGS INC | COM | 46266C105 | 40,923 | 273,950 | SH | SOLE | 273,950 | 0 | 0 | ||
JOHNSON & JOHNSON | COM | 478160104 | 44,447 | 343,540 | SH | SOLE | 343,540 | 0 | 0 | ||
LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 79,545 | 473,480 | SH | SOLE | 473,480 | 0 | 0 | ||
MADRIGAL PHARMACEUTICALS INC | COM | 558868105 | 88,912 | 1,031,220 | SH | SOLE | 1,031,220 | 0 | 0 | ||
MEDTRONIC PLC | SHS | G5960L103 | 58,085 | 534,750 | SH | SOLE | 534,750 | 0 | 0 | ||
MERCK & CO INC | COM | 58933Y105 | 131,177 | 1,558,290 | SH | SOLE | 1,558,290 | 0 | 0 | ||
MYOKARDIA INC | COM | 62857M105 | 14,711 | 282,090 | SH | SOLE | 282,090 | 0 | 0 | ||
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 134,577 | 1,493,480 | SH | SOLE | 1,493,480 | 0 | 0 | ||
NEVRO CORP | COM | 64157F103 | 82,000 | 953,820 | SH | SOLE | 953,820 | 0 | 0 | ||
NGM BIOPHARMACEUTICALS INC | COM | 62921N105 | 4,386 | 316,679 | SH | SOLE | 316,679 | 0 | 0 | ||
NUVASIVE INC | COM | 670704105 | 19,071 | 300,905 | SH | SOLE | 300,905 | 0 | 0 | ||
PERSONALIS INC | COM | 71535D106 | 4,160 | 283,500 | SH | SOLE | 283,500 | 0 | 0 | ||
POLARITYTE INC | COM | 731094108 | 2,055 | 636,110 | SH | SOLE | 636,110 | 0 | 0 | ||
RTI SURGICAL HOLDINGS INC | COM | 74975N105 | 6,152 | 2,158,644 | SH | SOLE | 2,158,644 | 0 | 0 | ||
QIAGEN NV | SHS NEW | N72482123 | 20,247 | 614,110 | SH | SOLE | 614,110 | 0 | 0 | ||
SELECT MED HLDGS CORP | COM | 81619Q105 | 13,669 | 824,900 | SH | SOLE | 824,900 | 0 | 0 | ||
STEMLINE THERAPEUTICS INC | COM | 85858C107 | 12,948 | 1,243,780 | SH | SOLE | 1,243,780 | 0 | 0 | ||
STRYKER CORP | COM | 863667101 | 18,838 | 87,090 | SH | SOLE | 87,090 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 85,522 | 393,530 | SH | SOLE | 393,530 | 0 | 0 | ||
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 115,153 | 679,690 | SH | SOLE | 679,690 | 0 | 0 | ||
VIEWRAY INC | COM | 92672L107 | 14,181 | 4,890,100 | SH | SOLE | 4,890,100 | 0 | 0 | ||
WRIGHT MED GROUP N V | ORD SHS | N96617118 | 42,546 | 2,062,360 | SH | SOLE | 2,062,360 | 0 | 0 | ||
ZIMMER BIOMET HLDGS INC | COM | 98956P102 | 99,297 | 723,370 | SH | SOLE | 723,370 | 0 | 0 | ||
ZOGENIX INC | COM NEW | 98978L204 | 5,245 | 130,990 | SH | SOLE | 130,990 | 0 | 0 |