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 |
ALKERMES PLC | SHS | G01767105 | 30,238 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
AVROBIO INC | COM | 05455M100 | 6,288 | 1,633,333 | SH | SOLE | 1,633,333 | 0 | 0 | ||
BIOGEN INC | COM | 09062X103 | 59,980 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 89,675 | 1,015,000 | SH | SOLE | 1,015,000 | 0 | 0 | ||
BROOKDALE SR LIVING INC | COM | 112463104 | 82,560 | 16,000,000 | SH | SOLE | 16,000,000 | 0 | 0 | ||
CHANGE HEALTHCARE INC | COM | 15912K100 | 85,520 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
COLLEGIUM PHARMACEUTICAL INC | COM | 19459J104 | 19,614 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | ||
GILEAD SCIENCES INC | COM | 375558103 | 163,373 | 2,250,000 | SH | SOLE | 2,250,000 | 0 | 0 | ||
GLAUKOS CORP | COM | 377322102 | 3,333 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
GLAXOSMITHKLINE PLC | SPONSORED ADR | 37733W105 | 110,250 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
INCYTE CORP | COM | 45337C102 | 66,060 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
INNOVAGE HLDG CORP | COM | 45784A104 | 1,750 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
INOGEN INC | COM | 45780L104 | 6,800 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
IONIS PHARMACEUTICALS INC | COM | 462222100 | 42,298 | 1,390,000 | SH | SOLE | 1,390,000 | 0 | 0 | ||
IRONWOOD PHARMACEUTICALS INC | COM CL A | 46333X108 | 34,980 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
MERCK & CO INC | COM | 58933Y105 | 191,600 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
MERCK & CO INC | COM | 58933Y105 | 153,280 | 2,000,000 | SH | Call | SOLE | 2,000,000 | 0 | 0 | |
MIRATI THERAPEUTICS INC | COM | 60468T105 | 84,347 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
MYRIAD GENETICS INC | COM | 62855J104 | 75,900 | 2,750,000 | SH | SOLE | 2,750,000 | 0 | 0 | ||
NEKTAR THERAPEUTICS | COM | 640268108 | 50,663 | 3,750,000 | SH | SOLE | 3,750,000 | 0 | 0 | ||
NUVASIVE INC | COM | 670704105 | 5,248 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
NOVARTIS AG | SPONSORED ADR | 66987V109 | 87,470 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
ORASURE TECHNOLOGIES INC | COM | 68554V108 | 36,933 | 4,250,000 | SH | SOLE | 4,250,000 | 0 | 0 | ||
PERRIGO CO PLC | SHS | G97822103 | 67,103 | 1,725,000 | SH | SOLE | 1,725,000 | 0 | 0 | ||
PTC THERAPEUTICS INC | COM | 69366J200 | 29,873 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
PUMA BIOTECHNOLOGY INC | COM | 74587V107 | 6,232 | 2,050,000 | SH | SOLE | 2,050,000 | 0 | 0 | ||
SANOFI | SPONSORED ADR | 80105N105 | 190,380 | 3,800,000 | SH | SOLE | 3,800,000 | 0 | 0 | ||
SANOFI | SPONSORED ADR | 80105N105 | 75,150 | 1,500,000 | SH | Call | SOLE | 1,500,000 | 0 | 0 | |
SAREPTA THERAPEUTICS INC | COM | 803607100 | 74,291 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | ||
SMILEDIRECTCLUB INC | CL A COM | 83192H106 | 999 | 425,000 | SH | SOLE | 425,000 | 0 | 0 | ||
TENET HEALTHCARE CORP | COM NEW | 88033G407 | 98,028 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 881624209 | 22,028 | 2,750,000 | SH | SOLE | 2,750,000 | 0 | 0 | ||
THERAVANCE BIOPHARMA INC | COM | G8807B106 | 5,525 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
UNIVERSAL HLTH SVCS INC | CL B | 913903100 | 213,939 | 1,650,000 | SH | SOLE | 1,650,000 | 0 | 0 | ||
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 98,820 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
VIATRIS INC | COM | 92556V106 | 216,480 | 16,000,000 | SH | SOLE | 16,000,000 | 0 | 0 | ||
WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 182,560 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | ||
ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | 127,040 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
ZYMEWORKS INC | COM | 98985W102 | 13,112 | 800,000 | SH | SOLE | 800,000 | 0 | 0 |