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 |
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 100,230 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
BROOKDALE SR LIVING INC | COM | 112463104 | 112,800 | 16,000,000 | SH | SOLE | 16,000,000 | 0 | 0 | ||
CHANGE HEALTHCARE INC | COM | 15912K100 | 130,800 | 6,000,000 | SH | SOLE | 6,000,000 | 0 | 0 | ||
COLLEGIUM PHARMACEUTICAL INC | COM | 19459J104 | 21,378 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | ||
EVOLENT HEALTH INC | CL A | 30050B101 | 5,988 | 185,400 | SH | SOLE | 185,400 | 0 | 0 | ||
EXELIXIS INC | COM | 30161Q104 | 6,801 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
GILEAD SCIENCES INC | COM | 375558103 | 148,625 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
GLAUKOS CORP | COM | 377322102 | 10,814 | 187,022 | SH | SOLE | 187,022 | 0 | 0 | ||
GLAXOSMITHKLINE PLC | SPONSORED ADR | 37733W105 | 43,560 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
INCYTE CORP | COM | 45337C102 | 107,217 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
INOGEN INC | COM | 45780L104 | 24,315 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
IONIS PHARMACEUTICALS INC | COM | 462222100 | 111,120 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
MEDTRONIC PLC | SHS | G5960L103 | 55,475 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
MERCK & CO INC | COM | 58933Y105 | 123,075 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
MIRATI THERAPEUTICS INC | COM | 60468T105 | 98,664 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
MYRIAD GENETICS INC | COM | 62855J104 | 88,200 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | ||
NEKTAR THERAPEUTICS | COM | 640268108 | 21,560 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 28,125 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
NUVASIVE INC | COM | 670704105 | 28,350 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
ORASURE TECHNOLOGIES INC | COM | 68554V108 | 28,815 | 4,250,000 | SH | SOLE | 4,250,000 | 0 | 0 | ||
PERRIGO CO PLC | SHS | G97822103 | 96,075 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
PTC THERAPEUTICS INC | COM | 69366J200 | 65,293 | 1,750,000 | SH | SOLE | 1,750,000 | 0 | 0 | ||
PUMA BIOTECHNOLOGY INC | COM | 74587V107 | 11,520 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
RADIUS HEALTH INC | COM NEW | 750469207 | 2,321 | 262,900 | SH | SOLE | 262,900 | 0 | 0 | ||
REATA PHARMACEUTICALS INC | CL A | 75615P103 | 49,140 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
SANOFI | SPONSORED ADR | 80105N105 | 205,360 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
SAREPTA THERAPEUTICS INC | COM | 803607100 | 107,415 | 1,375,000 | SH | SOLE | 1,375,000 | 0 | 0 | ||
SELECT MED HLDGS CORP | COM | 81619Q105 | 23,990 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
SMILEDIRECTCLUB INC | CL A COM | 83192H106 | 2,590 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
TENET HEALTHCARE CORP | COM NEW | 88033G407 | 58,023 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | ||
TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 881624209 | 25,823 | 2,750,000 | SH | SOLE | 2,750,000 | 0 | 0 | ||
UNIVERSAL HLTH SVCS INC | CL B | 913903100 | 231,920 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
VIATRIS INC | COM | 92556V106 | 250,240 | 23,000,000 | SH | SOLE | 23,000,000 | 0 | 0 | ||
WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 107,448 | 2,400,000 | SH | SOLE | 2,400,000 | 0 | 0 | ||
ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | 172,665 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
ZIMVIE INC | COM | 98888T107 | 45,680 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
ZYMEWORKS INC | COM | 98985W102 | 13,100 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 |