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 |
2SEVENTY BIO INC | COMMON STOCK | 901384107 | 642 | 48,600 | SH | SOLE | 48,600 | 0 | 0 | ||
ALIGN TECHNOLOGY INC | COM | 016255101 | 23,667 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
BIOGEN INC | COM | 09062X103 | 25,493 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 124,305 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
BROOKDALE SR LIVING INC | COM | 112463104 | 72,640 | 16,000,000 | SH | SOLE | 16,000,000 | 0 | 0 | ||
CANO HEALTH INC | COM CL A | 13781Y103 | 13,140 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
CARDIOVASCULAR SYS INC DEL | COM | 141619106 | 13,504 | 940,400 | SH | SOLE | 940,400 | 0 | 0 | ||
CHANGE HEALTHCARE INC | COM | 15912K100 | 53,615 | 2,325,000 | SH | SOLE | 2,325,000 | 0 | 0 | ||
COLLEGIUM PHARMACEUTICAL INC | COM | 19459J104 | 18,606 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | ||
DENTSPLY SIRONA INC | COM | 24906P109 | 44,663 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
EVOLENT HEALTH INC | CL A | 30050B101 | 30,710 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
EXACT SCIENCES CORP | COM | 30063P105 | 11,817 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
EXELIXIS INC | COM | 30161Q104 | 34,353 | 1,650,000 | SH | SOLE | 1,650,000 | 0 | 0 | ||
GLAUKOS CORP | COM | 377322102 | 8,495 | 187,022 | SH | SOLE | 187,022 | 0 | 0 | ||
INCYTE CORP | COM | 45337C102 | 91,164 | 1,200,000 | SH | SOLE | 1,200,000 | 0 | 0 | ||
INOGEN INC | COM | 45780L104 | 19,949 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | ||
IONIS PHARMACEUTICALS INC | COM | 462222100 | 99,954 | 2,700,000 | SH | SOLE | 2,700,000 | 0 | 0 | ||
MIRATI THERAPEUTICS INC | COM | 60468T105 | 43,635 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
MYRIAD GENETICS INC | COM | 62855J104 | 90,850 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | ||
NANOSTRING TECHNOLOGIES INC | COM | 63009R109 | 10,795 | 850,000 | SH | SOLE | 850,000 | 0 | 0 | ||
NUVASIVE INC | COM | 670704105 | 24,580 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
ORASURE TECHNOLOGIES INC | COM | 68554V108 | 11,518 | 4,250,000 | SH | SOLE | 4,250,000 | 0 | 0 | ||
PACIFIC BIOSCIENCES CALIF IN | COM | 69404D108 | 1,877 | 424,600 | SH | SOLE | 424,600 | 0 | 0 | ||
PERRIGO CO PLC | SHS | G97822103 | 111,568 | 2,750,000 | SH | SOLE | 2,750,000 | 0 | 0 | ||
PTC THERAPEUTICS INC | COM | 69366J200 | 98,147 | 2,450,000 | SH | SOLE | 2,450,000 | 0 | 0 | ||
PUMA BIOTECHNOLOGY INC | COM | 74587V107 | 12,070 | 4,235,000 | SH | SOLE | 4,235,000 | 0 | 0 | ||
QUANTERIX CORP | COM | 74766Q101 | 18,484 | 1,141,700 | SH | SOLE | 1,141,700 | 0 | 0 | ||
REATA PHARMACEUTICALS INC | CL A | 75615P103 | 45,585 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
SANOFI | SPONSORED ADR | 80105N105 | 200,120 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
SAREPTA THERAPEUTICS INC | COM | 803607100 | 138,676 | 1,850,000 | SH | SOLE | 1,850,000 | 0 | 0 | ||
SELECT MED HLDGS CORP | COM | 81619Q105 | 94,480 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | ||
SMILEDIRECTCLUB INC | CL A COM | 83192H106 | 1,040 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
TENET HEALTHCARE CORP | COM NEW | 88033G407 | 86,724 | 1,650,000 | SH | SOLE | 1,650,000 | 0 | 0 | ||
TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 881624209 | 20,680 | 2,750,000 | SH | SOLE | 2,750,000 | 0 | 0 | ||
UNIVERSAL HLTH SVCS INC | CL B | 913903100 | 75,029 | 745,000 | SH | SOLE | 745,000 | 0 | 0 | ||
VIATRIS INC | COM | 92556V106 | 240,810 | 23,000,000 | SH | SOLE | 23,000,000 | 0 | 0 | ||
WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 107,068 | 2,825,000 | SH | SOLE | 2,825,000 | 0 | 0 | ||
ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | 141,831 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
ZIMVIE INC | COM | 98888T107 | 32,020 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
ZYMEWORKS INC | COM | 98985W102 | 10,600 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 |