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 |
|
||||||||||||||||
| 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 |
| ACHILLION PHARMACEUTICALS IN | COM | 00448Q201 | 1,225 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | 9,805 | 239,500 | SH | SOLE | 239,500 | 0 | 0 | ||
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | 73,692 | 1,800,000 | SH | Call | SOLE | 1,800,000 | 0 | 0 | |
| AKEBIA THERAPEUTICS INC | COM | 00972D105 | 9,839 | 845,254 | SH | SOLE | 845,254 | 0 | 0 | ||
| ALBANY MOLECULAR RESH INC | COM | 012423109 | 26,048 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
| ALEXION PHARMACEUTICALS INC | COM | 015351109 | 23,517 | 127,100 | SH | SOLE | 127,100 | 0 | 0 | ||
| BELLICUM PHARMACEUTICALS INC | COM | 079481107 | 935 | 40,586 | SH | SOLE | 40,586 | 0 | 0 | ||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 45,861 | 3,461,200 | SH | SOLE | 3,461,200 | 0 | 0 | ||
| BROOKDALE SR LIVING INC | COM | 112463104 | 20,297 | 553,500 | SH | SOLE | 553,500 | 0 | 0 | ||
| CARDINAL HEALTH INC | COM | 14149Y108 | 31,097 | 385,200 | SH | SOLE | 385,200 | 0 | 0 | ||
| CELGENE CORP | COM | 151020104 | 20,314 | 181,600 | SH | SOLE | 181,600 | 0 | 0 | ||
| CELLDEX THERAPEUTICS INC NEW | COM | 15117B103 | 2,986 | 163,600 | SH | SOLE | 163,600 | 0 | 0 | ||
| CEMPRA INC | COM | 15130J109 | 268 | 11,408 | SH | SOLE | 11,408 | 0 | 0 | ||
| DANAHER CORP DEL | COM | 235851102 | 4,500 | 52,500 | SH | SOLE | 52,500 | 0 | 0 | ||
| DANAHER CORP DEL | COM | 235851102 | 34,284 | 400,000 | SH | Call | SOLE | 400,000 | 0 | 0 | |
| DERMA SCIENCES INC | COM PAR $.01 | 249827502 | 8,565 | 920,000 | SH | SOLE | 920,000 | 0 | 0 | ||
| GILEAD SCIENCES INC | COM | 375558103 | 117,825 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| HALYARD HEALTH INC | COM | 40650V100 | 43,233 | 950,800 | SH | SOLE | 950,800 | 0 | 0 | ||
| HORIZON PHARMA PLC | SHS | G4617B105 | 72,184 | 5,600,000 | SH | SOLE | 5,600,000 | 0 | 0 | ||
| IDERA PHARMACEUTICALS INC | COM NEW | 45168K306 | 3,565 | 808,292 | SH | SOLE | 808,292 | 0 | 0 | ||
| ILLUMINA INC | COM | 452327109 | 64,603 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| INFINITY PHARMACEUTICALS INC | COM | 45665G303 | 3,778 | 223,712 | SH | SOLE | 223,712 | 0 | 0 | ||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 40,517 | 76,600 | SH | SOLE | 76,600 | 0 | 0 | ||
| KERYX BIOPHARMACEUTICALS INC | COM | 492515101 | 2,523 | 178,300 | SH | SOLE | 178,300 | 0 | 0 | ||
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | 69,020 | 2,043,826 | SH | SOLE | 2,043,826 | 0 | 0 | ||
| KYTHERA BIOPHARMACEUTICALS I | COM | 501570105 | 3,177 | 91,600 | SH | SOLE | 91,600 | 0 | 0 | ||
| LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 59,345 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
| MALLINCKRODT PUB LTD CO | SHS | G5785G107 | 131,215 | 1,325,000 | SH | SOLE | 1,325,000 | 0 | 0 | ||
| MCKESSON CORP | COM | 58155Q103 | 36,451 | 175,600 | SH | SOLE | 175,600 | 0 | 0 | ||
| MEDIVATION INC | COM | 58501N101 | 57,276 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
| MYLAN INC | COM | 628530107 | 39,391 | 698,800 | SH | SOLE | 698,800 | 0 | 0 | ||
| NOVAVAX INC | COM | 670002104 | 3,853 | 649,781 | SH | SOLE | 649,781 | 0 | 0 | ||
| NUVASIVE INC | COM | 670704105 | 35,370 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| OMNICARE INC | COM | 681904108 | 49,228 | 675,000 | SH | SOLE | 675,000 | 0 | 0 | ||
| PACIRA PHARMACEUTICALS INC | COM | 695127100 | 11,083 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| PFIZER INC | COM | 717081103 | 15,575 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
| PFIZER INC | COM | 717081103 | 100,275 | 3,219,100 | SH | SOLE | 3,219,100 | 0 | 0 | ||
| SALIX PHARMACEUTICALS INC | COM | 795435106 | 60,344 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | 34,190 | 500,000 | SH | Put | SOLE | 500,000 | 0 | 0 | |
| SYNERON MEDICAL LTD | ORD SHS | M87245102 | 2,458 | 263,400 | SH | SOLE | 263,400 | 0 | 0 | ||
| TESARO INC | COM | 881569107 | 39,050 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | ||
| TEVA PHARMACEUTICAL INDS LTD | ADR | 881624209 | 16,333 | 284,000 | SH | SOLE | 284,000 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 50,116 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| UNIVERSAL HLTH SVCS INC | CL B | 913903100 | 50,067 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| VALEANT PHARMACEUTICALS INTL | COM | 91911K102 | 93,022 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | ||
| VARIAN MED SYS INC | COM | 92220P105 | 8,651 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
| VERSARTIS INC | COM | 92529L102 | 19,644 | 875,000 | SH | SOLE | 875,000 | 0 | 0 | ||
| WEBMD HEALTH CORP | COM | 94770V102 | 48,449 | 1,225,000 | SH | SOLE | 1,225,000 | 0 | 0 | ||
| XOMA CORP DEL | COM | 98419J107 | 1,616 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| ZIMMER HLDGS INC | COM | 98956P102 | 29,988 | 264,400 | SH | SOLE | 264,400 | 0 | 0 | ||
| ZIMMER HLDGS INC | COM | 98956P102 | 45,368 | 400,000 | SH | Call | SOLE | 400,000 | 0 | 0 | |
| ZOETIS INC | CL A | 98978V103 | 22,053 | 512,500 | SH | SOLE | 512,500 | 0 | 0 | ||