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 |
ALKERMES PLC | SHS | G01767105 | 5,598 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
ASCENDIS PHARMA A/S | SPONSORED ADR | 04351P101 | 104,517 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | |||
BAXTER INTL INC | COM | 071813109 | 246,805 | 6,500,000 | SH | SOLE | 6,500,000 | 0 | 0 | |||
BICYCLE THERAPEUTICS PLC | SPONSORED ADS | 088786108 | 20,706 | 915,000 | SH | SOLE | 915,000 | 0 | 0 | |||
BROOKDALE SR LIVING INC | COM | 112463104 | 94,619 | 13,935,000 | SH | SOLE | 13,935,000 | 0 | 0 | |||
BROOKDALE SR LIVING INC | UNIT 11/15/2025 | 112463302 | 23,089 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
CONCENTRA GROUP HOLDINGS PAR | COMMON STOCK | 20603L102 | 44,161 | 1,975,000 | SH | SOLE | 1,975,000 | 0 | 0 | |||
CVS HEALTH CORP | COM | 126650100 | 94,320 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | |||
DENALI THERAPEUTICS INC | COM | 24823R105 | 58,260 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | |||
EVOLENT HEALTH INC | CL A | 30050B101 | 39,592 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | |||
GENMAB A/S | SPONSORED ADS | 372303206 | 1,219 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
GLOBUS MED INC | CL A | 379577208 | 153,811 | 2,150,000 | SH | SOLE | 2,150,000 | 0 | 0 | |||
GSK PLC | SPONSORED ADR | 37733W204 | 122,640 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | |||
HERBALIFE LTD | COM SHS | G4412G101 | 21,570 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | |||
HUMANA INC | COM | 444859102 | 63,348 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
INOGEN INC | COM | 45780L104 | 19,400 | 2,000,000 | SH | SOLE | 2,000,000 | 0 | 0 | |||
JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 128,122 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | |||
MEDPACE HLDGS INC | COM | 58506Q109 | 41,725 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | |||
MEDTRONIC PLC | SHS | G5960L103 | 247,583 | 2,750,000 | SH | SOLE | 2,750,000 | 0 | 0 | |||
MOONLAKE IMMUNOTHERAPEUTICS | CLASS A ORD | 61559X104 | 22,235 | 441,000 | SH | SOLE | 441,000 | 0 | 0 | |||
MYRIAD GENETICS INC | COM | 62855J104 | 108,191 | 3,950,000 | SH | SOLE | 3,950,000 | 0 | 0 | |||
ORASURE TECHNOLOGIES INC | COM | 68554V108 | 18,148 | 4,250,000 | SH | SOLE | 4,250,000 | 0 | 0 | |||
PTC THERAPEUTICS INC | COM | 69366J200 | 129,850 | 3,500,000 | SH | SOLE | 3,500,000 | 0 | 0 | |||
QIAGEN NV | SHS NEW | N72482149 | 68,355 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | |||
SAREPTA THERAPEUTICS INC | COM | 803607100 | 96,790 | 775,000 | SH | SOLE | 775,000 | 0 | 0 | |||
SELECT MED HLDGS CORP | COM | 81619Q105 | 74,099 | 2,125,000 | SH | SOLE | 2,125,000 | 0 | 0 | |||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 573,760 | 1,000,000 | SH | Put | SOLE | 1,000,000 | 0 | 0 | ||
THE BEAUTY HEALTH COMPANY | COM CL A | 88331L108 | 2,160 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | |||
THERAVANCE BIOPHARMA INC | COM | G8807B106 | 8,060 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | |||
UNIVERSAL HLTH SVCS INC | CL B | 913903100 | 28,626 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | |||
VIATRIS INC | COM | 92556V106 | 174,150 | 15,000,000 | SH | SOLE | 15,000,000 | 0 | 0 | |||
ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | 269,875 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | |||
ZIMVIE INC | COM | 98888T107 | 43,246 | 2,725,000 | SH | SOLE | 2,725,000 | 0 | 0 |