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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ALIGN TECHNOLOGY INC | COM | 016255101 | 79,088 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | |||
BROOKDALE SR LIVING INC | COM | 112463104 | 49,140 | 18,000,000 | SH | SOLE | 18,000,000 | 0 | 0 | |||
BROOKDALE SR LIVING INC | UNIT 11/15/2023 | 112463302 | 11,058 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
CANO HEALTH INC | COM CL A | 13781Y103 | 5,480 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | |||
CARDIOVASCULAR SYS INC DEL | COM | 141619106 | 17,706 | 1,300,000 | SH | SOLE | 1,300,000 | 0 | 0 | |||
COLLEGIUM PHARMACEUTICAL INC | COM | 19459J104 | 24,360 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | |||
DENTSPLY SIRONA INC | COM | 24906P109 | 56,198 | 1,765,000 | SH | SOLE | 1,765,000 | 0 | 0 | |||
ENANTA PHARMACEUTICALS INC | COM | 29251M106 | 5,117 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | |||
EXELIXIS INC | COM | 30161Q104 | 21,654 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | |||
GLAUKOS CORP | COM | 377322102 | 15,288 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | |||
GSK PLC | SPONSORED ADR | 37733W204 | 131,775 | 3,750,000 | SH | SOLE | 3,750,000 | 0 | 0 | |||
INOGEN INC | COM | 45780L104 | 6,012 | 305,000 | SH | SOLE | 305,000 | 0 | 0 | |||
IONIS PHARMACEUTICALS INC | COM | 462222100 | 72,707 | 1,925,000 | SH | SOLE | 1,925,000 | 0 | 0 | |||
MIRATI THERAPEUTICS INC | COM | 60468T105 | 63,434 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | |||
MYRIAD GENETICS INC | COM | 62855J104 | 101,570 | 7,000,000 | SH | SOLE | 7,000,000 | 0 | 0 | |||
NANOSTRING TECHNOLOGIES INC | COM | 63009R109 | 11,955 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | |||
NUVASIVE INC | COM | 670704105 | 20,620 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||
ORASURE TECHNOLOGIES INC | COM | 68554V108 | 20,485 | 4,250,000 | SH | SOLE | 4,250,000 | 0 | 0 | |||
PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 15,880 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | |||
PERRIGO CO PLC | SHS | G97822103 | 85,225 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | |||
PTC THERAPEUTICS INC | COM | 69366J200 | 104,968 | 2,750,000 | SH | SOLE | 2,750,000 | 0 | 0 | |||
PUMA BIOTECHNOLOGY INC | COM | 74587V107 | 17,914 | 4,235,000 | SH | SOLE | 4,235,000 | 0 | 0 | |||
QIAGEN NV | SHS NEW | N72482123 | 37,403 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | |||
QUANTERIX CORP | COM | 74766Q101 | 47,436 | 3,425,000 | SH | SOLE | 3,425,000 | 0 | 0 | |||
REPLIMUNE GROUP INC | COM | 76029N106 | 27,200 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | |||
SAGE THERAPEUTICS INC | COM | 78667J108 | 26,698 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | |||
SANOFI | SPONSORED ADR | 80105N105 | 339,010 | 7,000,000 | SH | SOLE | 7,000,000 | 0 | 0 | |||
SAREPTA THERAPEUTICS INC | COM | 803607100 | 161,975 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | |||
SEAGEN INC | COM | 81181C104 | 64,255 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||
SELECT MED HLDGS CORP | COM | 81619Q105 | 119,184 | 4,800,000 | SH | SOLE | 4,800,000 | 0 | 0 | |||
SOLID BIOSCIENCES INC | COM NEW | 83422E204 | 7,631 | 1,418,439 | SH | SOLE | 1,418,439 | 0 | 0 | |||
TENET HEALTHCARE CORP | COM NEW | 88033G407 | 195,160 | 4,000,000 | SH | SOLE | 4,000,000 | 0 | 0 | |||
TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 881624209 | 63,840 | 7,000,000 | SH | SOLE | 7,000,000 | 0 | 0 | |||
UNIVERSAL HLTH SVCS INC | CL B | 913903100 | 239,513 | 1,700,000 | SH | SOLE | 1,700,000 | 0 | 0 | |||
VIATRIS INC | COM | 92556V106 | 222,600 | 20,000,000 | SH | SOLE | 20,000,000 | 0 | 0 | |||
VIATRIS INC | COM | 92556V106 | 55,650 | 5,000,000 | SH | Call | SOLE | 5,000,000 | 0 | 0 | ||
WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 186,800 | 5,000,000 | SH | SOLE | 5,000,000 | 0 | 0 | |||
ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | 159,375 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | |||
ZIMVIE INC | COM | 98888T107 | 24,284 | 2,600,000 | SH | SOLE | 2,600,000 | 0 | 0 |