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 |
ABBVIE INC | COM | 00287Y109 | 115,522 | 1,318,900 | SH | SOLE | 1,318,900 | 0 | 0 | ||
ALIGN TECHNOLOGY INC | COM | 016255101 | 4,806 | 14,680 | SH | SOLE | 14,680 | 0 | 0 | ||
AMERICAN WELL CORP | CL A | 03044L105 | 7,410 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
AMGEN INC | COM | 031162100 | 59,407 | 233,740 | SH | SOLE | 233,740 | 0 | 0 | ||
ARCTURUS THERAPEUTICS HLDGS | COM | 03969T109 | 8,580 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
ARCTURUS THERAPEUTICS HLDGS | COM | 03969T109 | 68,402 | 1,594,452 | SH | SOLE | 1,594,452 | 0 | 0 | ||
ARENA PHARMACEUTICALS INC | COM NEW | 040047607 | 23,185 | 310,000 | SH | Call | SOLE | 310,000 | 0 | 0 | |
ARENA PHARMACEUTICALS INC | COM NEW | 040047607 | 43,231 | 578,030 | SH | SOLE | 578,030 | 0 | 0 | ||
ASSEMBLY BIOSCIENCES INC | COM | 045396108 | 8,540 | 519,490 | SH | SOLE | 519,490 | 0 | 0 | ||
ATHIRA PHARMA INC | COM | 04746L104 | 4,015 | 217,500 | SH | SOLE | 217,500 | 0 | 0 | ||
AURINIA PHARMACEUTICALS INC | COM | 05156V102 | 130,713 | 8,873,953 | SH | SOLE | 8,873,953 | 0 | 0 | ||
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 1,111 | 14,600 | SH | SOLE | 14,600 | 0 | 0 | ||
BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 7,566 | 125,500 | SH | SOLE | 125,500 | 0 | 0 | ||
CHARLES RIV LABS INTL INC | COM | 159864107 | 54,853 | 242,230 | SH | SOLE | 242,230 | 0 | 0 | ||
COOPER COS INC | COM NEW | 216648402 | 81,428 | 241,540 | SH | SOLE | 241,540 | 0 | 0 | ||
DANAHER CORPORATION | COM | 235851102 | 31,137 | 144,600 | SH | SOLE | 144,600 | 0 | 0 | ||
DYNE THERAPEUTICS INC | COM | 26818M108 | 2,423 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 17,869 | 223,860 | SH | SOLE | 223,860 | 0 | 0 | ||
GUARDANT HEALTH INC | COM | 40131M109 | 89,170 | 797,730 | SH | SOLE | 797,730 | 0 | 0 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 115,492 | 926,310 | SH | SOLE | 926,310 | 0 | 0 | ||
HORIZON THERAPEUTICS PUB L | SHS | G46188101 | 139,071 | 1,790,310 | SH | SOLE | 1,790,310 | 0 | 0 | ||
HUMANA INC | COM | 444859102 | 94,752 | 228,930 | SH | SOLE | 228,930 | 0 | 0 | ||
INCYTE CORP | COM | 45337C102 | 2,026 | 22,580 | SH | SOLE | 22,580 | 0 | 0 | ||
IQVIA HLDGS INC | COM | 46266C105 | 132,526 | 840,740 | SH | SOLE | 840,740 | 0 | 0 | ||
MADRIGAL PHARMACEUTICALS INC | COM | 558868105 | 134,159 | 1,129,948 | SH | SOLE | 1,129,948 | 0 | 0 | ||
MEDNAX INC | COM | 58502B106 | 52,654 | 3,234,280 | SH | SOLE | 3,234,280 | 0 | 0 | ||
MEDTRONIC PLC | SHS | G5960L103 | 145,712 | 1,402,160 | SH | SOLE | 1,402,160 | 0 | 0 | ||
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 89,147 | 927,070 | SH | SOLE | 927,070 | 0 | 0 | ||
NEVRO CORP | COM | 64157F103 | 101,825 | 730,977 | SH | SOLE | 730,977 | 0 | 0 | ||
OUTSET MED INC | COM | 690145107 | 1,750 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
REGENERON PHARMACEUTICALS | COM | 75886F107 | 106,532 | 190,310 | SH | SOLE | 190,310 | 0 | 0 | ||
ROYALTY PHARMA PLC | SHS CL A | G7709Q104 | 62,954 | 1,496,410 | SH | SOLE | 1,496,410 | 0 | 0 | ||
STRYKER CORPORATION | COM | 863667101 | 24,702 | 118,550 | SH | SOLE | 118,550 | 0 | 0 | ||
SYNDAX PHARMACEUTICALS INC | COM | 87164F105 | 475 | 32,200 | SH | SOLE | 32,200 | 0 | 0 | ||
TELEFLEX INCORPORATED | COM | 879369106 | 56,224 | 165,160 | SH | SOLE | 165,160 | 0 | 0 | ||
TENET HEALTHCARE CORP | COM NEW | 88033G407 | 27,328 | 1,114,980 | SH | SOLE | 1,114,980 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 159,430 | 511,370 | SH | SOLE | 511,370 | 0 | 0 | ||
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 98,614 | 362,390 | SH | SOLE | 362,390 | 0 | 0 | ||
ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | 177,822 | 1,306,170 | SH | SOLE | 1,306,170 | 0 | 0 | ||
ZYMEWORKS INC | COM | 98985W102 | 16,096 | 345,550 | SH | SOLE | 345,550 | 0 | 0 |