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
ABBOTT LABS COM 002824100 58,349 638,180 SH   SOLE   638,180 0 0
ABBVIE INC COM 00287Y109 129,359 1,317,570 SH   SOLE   1,317,570 0 0
ACADIA PHARMACEUTICALS INC COM 004225108 49,682 1,025,000 SH   SOLE   1,025,000 0 0
ADAPTIVE BIOTECHNOLOGIES COR COM 00650F109 16,709 345,370 SH   SOLE   345,370 0 0
AKOUOS INC COM 00973J101 2,250 100,000 SH   SOLE   100,000 0 0
ALEXION PHARMACEUTICALS INC COM 015351109 74,809 666,510 SH   SOLE   666,510 0 0
ALIGN TECHNOLOGY INC COM 016255101 13,527 49,290 SH   SOLE   49,290 0 0
AMGEN INC COM 031162100 61,135 259,200 SH   SOLE   259,200 0 0
ARCTURUS THERAPEUTICS HLDG I COM 03969T109 4,403 94,200 SH   SOLE   94,200 0 0
ARENA PHARMACEUTICALS INC COM NEW 040047607 30,245 480,460 SH   SOLE   480,460 0 0
AURINIA PHARMACEUTICALS INC COM 05156V102 154,398 9,501,398 SH   SOLE   9,501,398 0 0
AVIDITY BIOSCIENCES INC COM 05370A108 1,413 50,000 SH   SOLE   50,000 0 0
BECTON DICKINSON & CO COM 075887109 145,110 606,470 SH   SOLE   606,470 0 0
BIONTECH SE SPONSORED ADS 09075V102 33,632 503,920 SH   SOLE   503,920 0 0
BLUEBIRD BIO INC COM 09609G100 15,913 260,700 SH   SOLE   260,700 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 57,955 743,018 SH   SOLE   743,018 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 62,475 1,062,500 SH   SOLE   1,062,500 0 0
BRISTOL-MYERS SQUIBB CO RIGHT 99/99/9999 110122157 3,992 1,115,000 SH   SOLE   1,115,000 0 0
CHARLES RIV LABS INTL INC COM 159864107 17,562 100,730 SH   SOLE   100,730 0 0
CIGNA CORP NEW COM 125523100 88,638 472,360 SH   SOLE   472,360 0 0
DANAHER CORPORATION COM 235851102 66,606 376,665 SH   SOLE   376,665 0 0
ENCOMPASS HEALTH CORP COM 29261A100 77,191 1,246,419 SH   SOLE   1,246,419 0 0
FUSION PHARMACEUTICALS INC COM 36118A100 2,621 150,000 SH   SOLE   150,000 0 0
GENERATION BIO CO COM 37148K100 2,100 100,000 SH   SOLE   100,000 0 0
GUARDANT HEALTH INC COM 40131M109 58,319 718,840 SH   SOLE   718,840 0 0
HCA HEALTHCARE INC COM 40412C101 77,773 801,290 SH   SOLE   801,290 0 0
HORIZON THERAPEUTICS PUB LTD SHS G46188101 22,290 401,040 SH   SOLE   401,040 0 0
HUMANA INC COM 444859102 26,968 69,550 SH   SOLE   69,550 0 0
IMMUNOGEN INC COM 45253H101 5,520 1,200,000 SH   SOLE   1,200,000 0 0
IQVIA HLDGS INC COM 46266C105 77,295 544,790 SH   SOLE   544,790 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 92,027 554,010 SH   SOLE   554,010 0 0
LEGEND BIOTECH CORP SPONSORED ADS 52490G102 3,192 75,000 SH   SOLE   75,000 0 0
LIVANOVA PLC SHS G5509L101 69,572 1,445,500 SH   SOLE   1,445,500 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 135,660 1,197,884 SH   SOLE   1,197,884 0 0
MEDNAX INC COM 58502B106 57,934 3,387,965 SH   SOLE   3,387,965 0 0
MEDTRONIC PLC SHS G5960L103 83,946 915,440 SH   SOLE   915,440 0 0
MERCK & CO. INC COM 58933Y105 13,325 172,310 SH   SOLE   172,310 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 43,404 355,770 SH   SOLE   355,770 0 0
NEVRO CORP COM 64157F103 125,934 1,054,103 SH   SOLE   1,054,103 0 0
NUVASIVE INC COM 670704105 53,967 969,580 SH   SOLE   969,580 0 0
PACIRA BIOSCIENCES COM 695127100 21,252 405,040 SH   SOLE   405,040 0 0
REGENERON PHARMACEUTICALS COM 75886F107 35,267 56,550 SH   SOLE   56,550 0 0
ROYALTY PHARMA PLC SHS CL A G7709Q104 44,489 916,350 SH   SOLE   916,350 0 0
RTI SURGICAL HOLDINGS INC COM 74975N105 6,864 2,158,644 SH   SOLE   2,158,644 0 0
SMILEDIRECTCLUB INC CL A COM 83192H106 5,530 700,000 SH   SOLE   700,000 0 0
TENET HEALTHCARE CORP COM NEW 88033G407 2,322 128,239 SH   SOLE   128,239 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102 55,141 152,180 SH   SOLE   152,180 0 0
UNITEDHEALTH GROUP INC COM 91324P102 67,735 229,650 SH   SOLE   229,650 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 7,438 25,620 SH   SOLE   25,620 0 0
ZIMMER BIOMET HOLDINGS INC COM 98956P102 23,675 198,350 SH   SOLE   198,350 0 0