The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ABIOMED INC COM 003654100 48,910 286,710 SH   SOLE   286,710 0 0
ACCELERON PHARMA INC COM 00434H108 17,101 322,540 SH   SOLE   322,540 0 0
AERIE PHARMACEUTICALS INC COM 00771V108 7,306 302,290 SH   SOLE   302,290 0 0
AGIOS PHARMACEUTICALS INC COM 00847X104 33,300 697,390 SH   SOLE   697,390 0 0
AMARIN CORP PLC SPONS ADR NEW 023111206 33,469 1,561,070 SH   SOLE   1,561,070 0 0
AURINIA PHARMACEUTICALS INC COM 05156V102 97,660 4,820,330 SH   SOLE   4,820,330 0 0
AXSOME THERAPEUTICS INC COM 05464T104 42,235 408,617 SH   SOLE   408,617 0 0
BECTON DICKINSON & CO COM 075887109 58,746 216,000 SH   SOLE   216,000 0 0
BLUEBIRD BIO INC COM 09609G100 59,708 680,430 SH   SOLE   680,430 0 0
BLUEPRINT MEDICINES CORP COM 09627Y109 24,717 308,538 SH   SOLE   308,538 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 53,920 840,000 SH   SOLE   840,000 0 0
BRISTOL MYERS SQUIBB CO RIGHT 99/99/9999 110122157 9,457 3,141,841 SH   SOLE   3,141,841 0 0
CENTENE CORP DEL COM 15135B101 35,264 560,900 SH   SOLE   560,900 0 0
CHANGE HEALTHCARE INC COM 15912K100 46,706 2,849,650 SH   SOLE   2,849,650 0 0
CHARLES RIV LABS INTL INC COM 159864107 26,733 175,000 SH   SOLE   175,000 0 0
CIGNA CORP NEW COM 125523100 34,504 168,730 SH   SOLE   168,730 0 0
CONMED CORP COM 207410101 59,943 536,020 SH   SOLE   536,020 0 0
COVETRUS INC COM 22304C100 6,600 500,000 SH Put SOLE   500,000 0 0
DANAHER CORPORATION COM 235851102 50,490 328,970 SH   SOLE   328,970 0 0
DERMIRA INC COM 24983L104 5,522 364,227 SH   SOLE   364,227 0 0
EDWARDS LIFESCIENCES CORP COM 28176E108 31,077 133,210 SH   SOLE   133,210 0 0
ENVISTA HLDGS CORP COM 29415F104 84,360 2,846,150 SH   SOLE   2,846,150 0 0
GILEAD SCIENCES INC COM 375558103 18,423 283,520 SH   SOLE   283,520 0 0
HAEMONETICS CORP COM 405024100 61,927 538,962 SH   SOLE   538,962 0 0
HCA HEALTHCARE INC COM 40412C101 108,887 736,670 SH   SOLE   736,670 0 0
HMS HLDGS CORP COM 40425J101 13,716 463,390 SH   SOLE   463,390 0 0
HOLOGIC INC COM 436440101 128,648 2,464,040 SH   SOLE   2,464,040 0 0
HUMANA INC COM 444859102 57,335 156,430 SH   SOLE   156,430 0 0
ILLUMINA INC COM 452327109 48,398 145,890 SH   SOLE   145,890 0 0
INTERSECT ENT INC COM 46071F103 63,165 2,536,760 SH   SOLE   2,536,760 0 0
INTUITIVE SURGICAL INC COM NEW 46120E602 49,391 83,550 SH   SOLE   83,550 0 0
IQVIA HLDGS INC COM 46266C105 43,963 284,530 SH   SOLE   284,530 0 0
JOHNSON & JOHNSON COM 478160104 100,353 687,960 SH   SOLE   687,960 0 0
LABORATORY CORP AMER HLDGS COM NEW 50540R409 144,285 852,900 SH   SOLE   852,900 0 0
LILLY ELI & CO COM 532457108 13,143 100,000 SH Put SOLE   100,000 0 0
MADRIGAL PHARMACEUTICALS INC COM 558868105 99,156 1,088,310 SH   SOLE   1,088,310 0 0
MEDICINES CO COM 584688105 6,371 75,000 SH Put SOLE   75,000 0 0
MEDNAX INC COM 58502B106 29,860 1,074,480 SH   SOLE   1,074,480 0 0
MEDTRONIC PLC SHS G5960L103 96,172 847,700 SH   SOLE   847,700 0 0
MERCK & CO INC COM 58933Y105 48,495 533,210 SH   SOLE   533,210 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 86,730 806,864 SH   SOLE   806,864 0 0
NEVRO CORP COM 64157F103 137,531 1,170,080 SH   SOLE   1,170,080 0 0
PACIRA BIOSCIENCES COM 695127100 34,933 771,140 SH   SOLE   771,140 0 0
POLARITYTE INC COM 731094108 1,654 636,110 SH   SOLE   636,110 0 0
REGENERON PHARMACEUTICALS COM 75886F107 139,968 372,770 SH   SOLE   372,770 0 0
ROCKET PHARMACEUTICALS INC COM 77313F106 8,839 388,360 SH   SOLE   388,360 0 0
RTI SURGICAL INC COM 74975N105 5,915 2,158,644 SH   SOLE   2,158,644 0 0
SAREPTA THERAPEUTICS INC COM 803607100 6,488 50,280 SH   SOLE   50,280 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 10,186 100,000 SH Put SOLE   100,000 0 0
STRYKER CORP COM 863667101 13,472 64,170 SH   SOLE   64,170 0 0
TELEFLEX INC COM 879369106 116,553 309,620 SH   SOLE   309,620 0 0
UNITEDHEALTH GROUP INC COM 91324P102 87,818 298,720 SH   SOLE   298,720 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 14,420 65,860 SH   SOLE   65,860 0 0
VIEWRAY INC COM 92672L107 39,996 9,477,799 SH   SOLE   9,477,799 0 0
ZIMMER BIOMET HLDGS INC COM 98956P102 66,909 447,012 SH   SOLE   447,012 0 0
ZOGENIX INC COM NEW 98978L204 32,245 618,550 SH   SOLE   618,550 0 0