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 |
ALIGN TECHNOLOGY INC | COM | 016255101 | 41,422 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
BIOGEN INC | COM | 09062X103 | 53,400 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 67,816 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | ||
BROOKDALE SR LIVING INC | COM | 112463104 | 68,320 | 16,000,000 | SH | SOLE | 16,000,000 | 0 | 0 | ||
CANO HEALTH INC | COM CL A | 13781Y103 | 43,350 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | ||
CARDIOVASCULAR SYS INC DEL | COM | 141619106 | 18,018 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | ||
CHANGE HEALTHCARE INC | COM | 15912K100 | 63,914 | 2,325,000 | SH | SOLE | 2,325,000 | 0 | 0 | ||
CHARLES RIV LABS INTL INC | COM | 159864107 | 98,400 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
COLLEGIUM PHARMACEUTICAL INC | COM | 19459J104 | 16,821 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | ||
DENTSPLY SIRONA INC | COM | 24906P109 | 40,115 | 1,415,000 | SH | SOLE | 1,415,000 | 0 | 0 | ||
EXELIXIS INC | COM | 30161Q104 | 21,168 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
GLAUKOS CORP | COM | 377322102 | 18,634 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
GSK PLC | SPONSORED ADR | 37733W204 | 73,575 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
INCYTE CORP | COM | 45337C102 | 49,980 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
INOGEN INC | COM | 45780L104 | 20,031 | 825,000 | SH | SOLE | 825,000 | 0 | 0 | ||
IONIS PHARMACEUTICALS INC | COM | 462222100 | 85,143 | 1,925,000 | SH | SOLE | 1,925,000 | 0 | 0 | ||
MEDTRONIC PLC | SHS | G5960L103 | 40,375 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
MERCK & CO INC | COM | 58933Y105 | 129,180 | 1,500,000 | SH | Call | SOLE | 1,500,000 | 0 | 0 | |
MIRATI THERAPEUTICS INC | COM | 60468T105 | 139,680 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | ||
MYRIAD GENETICS INC | COM | 62855J104 | 95,400 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | ||
NANOSTRING TECHNOLOGIES INC | COM | 63009R109 | 12,770 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
NUVASIVE INC | COM | 670704105 | 21,905 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
OAK STR HEALTH INC | COM | 67181A107 | 12,407 | 506,000 | SH | SOLE | 506,000 | 0 | 0 | ||
ORASURE TECHNOLOGIES INC | COM | 68554V108 | 16,108 | 4,250,000 | SH | SOLE | 4,250,000 | 0 | 0 | ||
PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 20,790 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
PERRIGO CO PLC | SHS | G97822103 | 89,150 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
PFIZER INC | COM | 717081103 | 109,400 | 2,500,000 | SH | Call | SOLE | 2,500,000 | 0 | 0 | |
PTC THERAPEUTICS INC | COM | 69366J200 | 122,990 | 2,450,000 | SH | SOLE | 2,450,000 | 0 | 0 | ||
PUMA BIOTECHNOLOGY INC | COM | 74587V107 | 10,037 | 4,235,000 | SH | SOLE | 4,235,000 | 0 | 0 | ||
QUANTERIX CORP | COM | 74766Q101 | 33,060 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
QUIDELORTHO CORP | COM | 219798105 | 42,888 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
REATA PHARMACEUTICALS INC | CL A | 75615P103 | 12,565 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
SANOFI | SPONSORED ADR | 80105N105 | 285,150 | 7,500,000 | SH | SOLE | 7,500,000 | 0 | 0 | ||
SANOFI | SPONSORED ADR | 80105N105 | 38,020 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | |
SAREPTA THERAPEUTICS INC | COM | 803607100 | 165,810 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
SEAGEN INC | COM | 81181C104 | 34,208 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
SELECT MED HLDGS CORP | COM | 81619Q105 | 106,080 | 4,800,000 | SH | SOLE | 4,800,000 | 0 | 0 | ||
TENET HEALTHCARE CORP | COM NEW | 88033G407 | 154,740 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 881624209 | 60,525 | 7,500,000 | SH | SOLE | 7,500,000 | 0 | 0 | ||
UNIVERSAL HLTH SVCS INC | CL B | 913903100 | 198,405 | 2,250,000 | SH | SOLE | 2,250,000 | 0 | 0 | ||
VIATRIS INC | COM | 92556V106 | 255,600 | 30,000,000 | SH | SOLE | 30,000,000 | 0 | 0 | ||
WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 88,705 | 2,825,000 | SH | SOLE | 2,825,000 | 0 | 0 | ||
ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | 146,370 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
ZIMVIE INC | COM | 98888T107 | 25,662 | 2,600,000 | SH | SOLE | 2,600,000 | 0 | 0 | ||
ZYMEWORKS INC | COM | 98985W102 | 17,620 | 2,865,000 | SH | SOLE | 2,865,000 | 0 | 0 |