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 |
10X GENOMICS INC | CL A COM | 88025U109 | 2,039 | 75,000 | SH | SOLE | 0 | 0 | 75,000 | ||
ABBOTT LABS | COM | 002824100 | 11,576 | 117,000 | SH | SOLE | 0 | 0 | 117,000 | ||
ABBVIE INC | COM | 00287Y109 | 21,905 | 149,626 | SH | SOLE | 0 | 0 | 149,626 | ||
ABIOMED INC | COM | 003654100 | 21,654 | 85,900 | SH | SOLE | 0 | 0 | 85,900 | ||
AGILON HEALTH INC | COM | 00857U107 | 5,062 | 255,000 | SH | SOLE | 0 | 0 | 255,000 | ||
ALIGNMENT HEALTHCARE INC | COM | 01625V104 | 3,640 | 274,950 | SH | SOLE | 0 | 0 | 274,950 | ||
ALKERMES PLC | SHS | G01767105 | 3,405 | 150,000 | SH | SOLE | 0 | 0 | 150,000 | ||
ALLOGENE THERAPEUTICS INC | COM | 019770106 | 3,502 | 340,000 | SH | SOLE | 0 | 0 | 340,000 | ||
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 15,545 | 75,000 | SH | SOLE | 0 | 0 | 75,000 | ||
AMERISOURCEBERGEN CORP | COM | 03073E105 | 21,382 | 136,000 | SH | SOLE | 0 | 0 | 136,000 | ||
APELLIS PHARMACEUTICALS INC | COM | 03753U106 | 13,308 | 220,000 | SH | SOLE | 0 | 0 | 220,000 | ||
ARVINAS INC | COM | 04335A105 | 2,486 | 50,000 | SH | SOLE | 0 | 0 | 50,000 | ||
AXONICS INC | COM | 05465P101 | 15,359 | 210,000 | SH | SOLE | 0 | 0 | 210,000 | ||
BECTON DICKINSON & CO | COM | 075887109 | 20,057 | 85,000 | SH | SOLE | 0 | 0 | 85,000 | ||
BIOGEN INC | COM | 09062X103 | 9,292 | 32,782 | SH | SOLE | 0 | 0 | 32,782 | ||
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 20,531 | 237,000 | SH | SOLE | 0 | 0 | 237,000 | ||
BIONTECH SE | SPONSORED ADS | 09075V102 | 13,626 | 99,000 | SH | SOLE | 0 | 0 | 99,000 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 29,961 | 695,000 | SH | SOLE | 0 | 0 | 695,000 | ||
CIGNA CORP NEW | COM | 125523100 | 24,230 | 75,000 | SH | SOLE | 0 | 0 | 75,000 | ||
COOPER COS INC | COM NEW | 216648402 | 12,823 | 46,902 | SH | SOLE | 0 | 0 | 46,902 | ||
CVS HEALTH CORP | COM | 126650100 | 21,308 | 225,000 | SH | SOLE | 0 | 0 | 225,000 | ||
CYTOKINETICS INC | COM NEW | 23282W605 | 9,169 | 210,000 | SH | SOLE | 0 | 0 | 210,000 | ||
DANAHER CORPORATION | COM | 235851102 | 15,604 | 62,000 | SH | SOLE | 0 | 0 | 62,000 | ||
DYNAVAX TECHNOLOGIES CORP | COM NEW | 268158201 | 8,399 | 733,519 | SH | SOLE | 0 | 0 | 733,519 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 9,054 | 125,000 | SH | SOLE | 0 | 0 | 125,000 | ||
ELEVANCE HEALTH INC | COM | 036752103 | 21,871 | 40,000 | SH | SOLE | 0 | 0 | 40,000 | ||
ENVISTA HOLDINGS CORPORATION | COM | 29415F104 | 4,747 | 143,800 | SH | SOLE | 0 | 0 | 143,800 | ||
ESPERION THERAPEUTICS INC NE | COM | 29664W105 | 7,317 | 900,000 | SH | SOLE | 0 | 0 | 900,000 | ||
ESSA PHARMA INC | COM NEW | 29668H708 | 1,350 | 375,000 | SH | SOLE | 0 | 0 | 375,000 | ||
EXACT SCIENCES CORP | COM | 30063P105 | 2,643 | 76,000 | SH | SOLE | 0 | 0 | 76,000 | ||
G1 THERAPEUTICS INC | COM | 3621LQ109 | 3,944 | 370,000 | SH | SOLE | 0 | 0 | 370,000 | ||
GILEAD SCIENCES INC | COM | 375558103 | 21,184 | 270,000 | SH | SOLE | 0 | 0 | 270,000 | ||
GLAUKOS CORP | COM | 377322102 | 4,766 | 85,000 | SH | SOLE | 0 | 0 | 85,000 | ||
GUARDANT HEALTH INC | COM | 40131M109 | 3,218 | 65,000 | SH | SOLE | 0 | 0 | 65,000 | ||
HARMONY BIOSCIENCES HLDGS IN | COM | 413197104 | 12,324 | 237,000 | SH | SOLE | 0 | 0 | 237,000 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 9,351 | 43,000 | SH | SOLE | 0 | 0 | 43,000 | ||
HEALTH CATALYST INC | COM | 42225T107 | 1,588 | 180,000 | SH | SOLE | 0 | 0 | 180,000 | ||
HORIZON THERAPEUTICS PUB L | SHS | G46188101 | 8,102 | 130,000 | SH | SOLE | 0 | 0 | 130,000 | ||
HUMANA INC | COM | 444859102 | 24,556 | 44,000 | SH | SOLE | 0 | 0 | 44,000 | ||
IMMUNOCORE HLDGS PLC | ADS | 45258D105 | 8,571 | 150,000 | SH | SOLE | 0 | 0 | 150,000 | ||
IMMUNOGEN INC | COM | 45253H101 | 6,534 | 1,100,000 | SH | SOLE | 0 | 0 | 1,100,000 | ||
INSPIRE MED SYS INC | COM | 457730109 | 12,282 | 63,000 | SH | SOLE | 0 | 0 | 63,000 | ||
INSULET CORP | COM | 45784P101 | 7,505 | 29,000 | SH | SOLE | 0 | 0 | 29,000 | ||
INTELLIA THERAPEUTICS INC | COM | 45826J105 | 2,639 | 50,000 | SH | SOLE | 0 | 0 | 50,000 | ||
INTRA-CELLULAR THERAPIES INC | COM | 46116X101 | 5,709 | 125,000 | SH | SOLE | 0 | 0 | 125,000 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 12,324 | 50,000 | SH | SOLE | 0 | 0 | 50,000 | ||
IONIS PHARMACEUTICALS INC | COM | 462222100 | 2,210 | 50,000 | SH | SOLE | 0 | 0 | 50,000 | ||
IOVANCE BIOTHERAPEUTICS INC | COM | 462260100 | 4,763 | 510,000 | SH | SOLE | 0 | 0 | 510,000 | ||
IVERIC BIO INC | COM | 46583P102 | 8,731 | 365,000 | SH | SOLE | 0 | 0 | 365,000 | ||
JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 18,908 | 131,500 | SH | SOLE | 0 | 0 | 131,500 | ||
JOHNSON & JOHNSON | COM | 478160104 | 17,397 | 100,000 | SH | SOLE | 0 | 0 | 100,000 | ||
KARUNA THERAPEUTICS INC | COM | 48576A100 | 4,387 | 20,000 | SH | SOLE | 0 | 0 | 20,000 | ||
LILLY ELI & CO | COM | 532457108 | 35,123 | 97,000 | SH | SOLE | 0 | 0 | 97,000 | ||
MCKESSON CORP | COM | 58155Q103 | 19,469 | 50,000 | SH | SOLE | 0 | 0 | 50,000 | ||
MEDTRONIC PLC | SHS | G5960L103 | 20,962 | 240,000 | SH | SOLE | 0 | 0 | 240,000 | ||
MEIRAGTX HLDGS PLC | COM | G59665102 | 4,035 | 555,030 | SH | SOLE | 0 | 0 | 555,030 | ||
MERCK & CO. INC | COM | 58933Y105 | 21,758 | 215,000 | SH | SOLE | 0 | 0 | 215,000 | ||
MIRATI THERAPEUTICS INC | COM | 60468T105 | 13,267 | 197,067 | SH | SOLE | 0 | 0 | 197,067 | ||
NATERA INC | COM | 632307104 | 3,757 | 80,000 | SH | SOLE | 0 | 0 | 80,000 | ||
NEKTAR THERAPEUTICS | COM | 640268108 | 2,068 | 550,000 | SH | SOLE | 0 | 0 | 550,000 | ||
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 9,555 | 83,000 | SH | SOLE | 0 | 0 | 83,000 | ||
NKARTA INC | COM | 65487U108 | 2,522 | 200,000 | SH | SOLE | 0 | 0 | 200,000 | ||
NOVOCURE LTD | ORD SHS | G6674U108 | 2,473 | 35,000 | SH | SOLE | 0 | 0 | 35,000 | ||
OLINK HLDG AB | SPONSORED ADS | 680710100 | 3,563 | 194,390 | SH | SOLE | 0 | 0 | 194,390 | ||
OUTSET MED INC | COM | 690145107 | 5,284 | 340,000 | SH | SOLE | 0 | 0 | 340,000 | ||
PFIZER INC | COM | 717081103 | 16,293 | 350,000 | SH | SOLE | 0 | 0 | 350,000 | ||
PHATHOM PHARMACEUTICALS INC | COM | 71722W107 | 2,493 | 235,210 | SH | SOLE | 0 | 0 | 235,210 | ||
PHREESIA INC | COM | 71944F106 | 3,415 | 125,000 | SH | SOLE | 0 | 0 | 125,000 | ||
PRIVIA HEALTH GROUP INC | COM | 74276R102 | 9,274 | 277,000 | SH | SOLE | 0 | 0 | 277,000 | ||
PROGYNY INC | COM | 74340E103 | 4,002 | 90,000 | SH | SOLE | 0 | 0 | 90,000 | ||
R1 RCM INC | COM | 77634L105 | 6,675 | 378,000 | SH | SOLE | 0 | 0 | 378,000 | ||
RAPID MICRO BIOSYSTEMS INC | CLASS A COM | 75340L104 | 876 | 300,000 | SH | SOLE | 0 | 0 | 300,000 | ||
REGENERON PHARMACEUTICALS | COM | 75886F107 | 23,960 | 32,000 | SH | SOLE | 0 | 0 | 32,000 | ||
REVANCE THERAPEUTICS INC | COM | 761330109 | 8,656 | 388,000 | SH | SOLE | 0 | 0 | 388,000 | ||
RIGEL PHARMACEUTICALS INC | COM NEW | 766559603 | 893 | 1,225,081 | SH | SOLE | 0 | 0 | 1,225,081 | ||
ROYALTY PHARMA PLC | SHS CLASS A | G7709Q104 | 9,099 | 215,000 | SH | SOLE | 0 | 0 | 215,000 | ||
SANGAMO THERAPEUTICS INC | COM | 800677106 | 3,600 | 820,000 | SH | SOLE | 0 | 0 | 820,000 | ||
SEAGEN INC | COM | 81181C104 | 5,214 | 41,000 | SH | SOLE | 0 | 0 | 41,000 | ||
SHOCKWAVE MEDICAL INC | COM | 82489T104 | 5,863 | 20,000 | SH | SOLE | 0 | 0 | 20,000 | ||
SILK RD MED INC | COM | 82710M100 | 6,832 | 155,000 | SH | SOLE | 0 | 0 | 155,000 | ||
STEREOTAXIS INC | COM NEW | 85916J409 | 1,491 | 797,330 | SH | SOLE | 0 | 0 | 797,330 | ||
TELADOC HEALTH INC | COM | 87918A105 | 3,853 | 130,000 | SH | SOLE | 0 | 0 | 130,000 | ||
TENET HEALTHCARE CORP | COM NEW | 88033G407 | 15,260 | 344,000 | SH | SOLE | 0 | 0 | 344,000 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 26,983 | 52,500 | SH | SOLE | 0 | 0 | 52,500 | ||
UNITED HEALTH GROUP INC | COM | 91324P102 | 30,422 | 54,800 | SH | SOLE | 0 | 0 | 54,800 | ||
VEEVA SYS INC | CL A COM | 922475108 | 5,794 | 34,500 | SH | SOLE | 0 | 0 | 34,500 | ||
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 29,952 | 96,000 | SH | SOLE | 0 | 0 | 96,000 | ||
VIEWRAY INC | COM | 92672L107 | 4,290 | 1,000,000 | SH | SOLE | 0 | 0 | 1,000,000 | ||
WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | 3,912 | 17,000 | SH | SOLE | 0 | 0 | 17,000 | ||
XENCOR INC | COM | 98401F105 | 8,234 | 294,076 | SH | SOLE | 0 | 0 | 294,076 |