The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 35,345 463,900 SH   SOLE   463,900 0 0
ACADIA PHARMACEUTICALS INC COM 004225108 94,238 2,230,474 SH   SOLE   2,230,474 0 0
AGIOS PHARMACEUTICALS INC COM 00847X104 14,506 408,844 SH   SOLE   408,844 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 13,313 148,270 SH   SOLE   148,270 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 13,469 150,000 SH Call SOLE   150,000 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 30,549 7,637,161 SH   SOLE   7,637,161 0 0
ARENA PHARMACEUTICALS INC COM NEW 040047607 18,326 436,340 SH   SOLE   436,340 0 0
AURINIA PHARMACEUTICALS INC COM 05156V102 141,674 9,763,920 SH   SOLE   9,763,920 0 0
BAUSCH HEALTH COS INC COM 071734107 59,204 3,819,630 SH   SOLE   3,819,630 0 0
BECTON DICKINSON & CO COM 075887109 22,977 100,000 SH   SOLE   100,000 0 0
BIOGEN INC COM 09062X103 15,187 48,002 SH   SOLE   48,002 0 0
BLUEBIRD BIO INC COM 09609G100 28,597 622,210 SH   SOLE   622,210 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 74,876 1,280,370 SH   SOLE   1,280,370 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 9,719 174,360 SH   SOLE   174,360 0 0
BRISTOL-MYERS SQUIBB CO RIGHT 99/99/9999 110122157 18,336 4,825,260 SH   SOLE   4,825,260 0 0
CHARLES RIV LABS INTL INC COM 159864107 73,785 584,620 SH   SOLE   584,620 0 0
CONMED CORP COM 207410101 39,371 687,466 SH   SOLE   687,466 0 0
CVS HEALTH CORP COM 126650100 73,220 1,234,120 SH   SOLE   1,234,120 0 0
ENCOMPASS HEALTH CORP COM 29261A100 97,698 1,525,809 SH   SOLE   1,525,809 0 0
ENVISTA HOLDINGS CORPORATION COM 29415F104 13,270 888,210 SH   SOLE   888,210 0 0
HAEMONETICS CORP COM 405024100 143,347 1,438,356 SH   SOLE   1,438,356 0 0
HCA HEALTHCARE INC COM 40412C101 20,641 229,730 SH   SOLE   229,730 0 0
HOLOGIC INC COM 436440101 21,946 625,240 SH   SOLE   625,240 0 0
HORIZON THERAPEUTICS PUB LTD SHS G46188101 23,532 794,480 SH   SOLE   794,480 0 0
HUMANA INC COM 444859102 64,019 203,870 SH   SOLE   203,870 0 0
IQVIA HLDGS INC COM 46266C105 51,620 478,580 SH   SOLE   478,580 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 136,467 1,079,726 SH   SOLE   1,079,726 0 0
LIVANOVA PLC SHS G5509L101 55,472 1,225,890 SH   SOLE   1,225,890 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 93,614 1,402,250 SH   SOLE   1,402,250 0 0
MEDNAX INC COM 58502B106 30,802 2,646,200 SH   SOLE   2,646,200 0 0
MEDTRONIC PLC SHS G5960L103 30,060 333,330 SH   SOLE   333,330 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 133,957 1,547,740 SH   SOLE   1,547,740 0 0
NEVRO CORP COM 64157F103 175,227 1,752,620 SH   SOLE   1,752,620 0 0
OMEGA HEALTHCARE INVS INC COM 681936100 54,099 2,038,390 SH   SOLE   2,038,390 0 0
PACIRA BIOSCIENCES COM 695127100 29,754 887,370 SH   SOLE   887,370 0 0
POLARITYTE INC COM 731094108 687 636,110 SH   SOLE   636,110 0 0
ROCKET PHARMACEUTICALS INC COM 77313F106 5,156 369,639 SH   SOLE   369,639 0 0
RTI SURGICAL HOLDINGS INC COM 74975N105 3,691 2,158,644 SH   SOLE   2,158,644 0 0
SPDR SER TR S&P BIOTECH 78464A870 15,244 196,850 SH   SOLE   196,850 0 0
TELEFLEX INCORPORATED COM 879369106 119,174 406,930 SH   SOLE   406,930 0 0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 13,405 1,492,800 SH   SOLE   1,492,800 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 17,016 60,000 SH   SOLE   60,000 0 0
UNITEDHEALTH GROUP INC COM 91324P102 42,602 170,830 SH   SOLE   170,830 0 0
WELLTOWER INC COM 95040Q104 72,440 1,582,360 SH   SOLE   1,582,360 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 83,312 824,220 SH   SOLE   824,220 0 0
ZYMEWORKS INC COM 98985W102 14,780 416,700 SH   SOLE   416,700 0 0