The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| 10X GENOMICS INC | CL A COM | 88025U109 | 8,730,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | |||
| ANAPTYSBIO INC | COM | 032724106 | 13,942,500 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | |||
| ASCENDIS PHARMA A/S | SPONSORED ADR | 04351P101 | 54,551,000 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | |||
| BAXTER INTL INC | COM | 071813109 | 196,822,500 | 5,750,000 | SH | SOLE | 5,750,000 | 0 | 0 | |||
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 35,345,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | |||
| BROOKDALE SR LIVING INC | COM | 112463104 | 39,125,000 | 6,250,000 | SH | SOLE | 6,250,000 | 0 | 0 | |||
| CONCENTRA GROUP HOLDINGS PAR | COMMON STOCK | 20603L102 | 34,720,000 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | |||
| CVS HEALTH CORP | COM | 126650100 | 152,437,500 | 2,250,000 | SH | SOLE | 2,250,000 | 0 | 0 | |||
| DENALI THERAPEUTICS INC | COM | 24823R105 | 16,993,750 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | |||
| EVOLENT HEALTH INC | CL A | 30050B101 | 28,410,000 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | |||
| GENMAB A/S | SPONSORED ADS | 372303206 | 979,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
| GLOBUS MED INC | CL A | 379577208 | 91,500,000 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | |||
| GSK PLC | SPONSORED ADR | 37733W204 | 38,740,000 | 1,000,000 | SH | Call | SOLE | 1,000,000 | 0 | 0 | ||
| HUMANA INC | COM | 444859102 | 191,835,000 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | |||
| INOGEN INC | COM | 45780L104 | 6,951,750 | 975,000 | SH | SOLE | 975,000 | 0 | 0 | |||
| IONIS PHARMACEUTICALS INC | COM | 462222100 | 21,873,250 | 725,000 | SH | SOLE | 725,000 | 0 | 0 | |||
| MOONLAKE IMMUNOTHERAPEUTICS | CLASS A ORD | 61559X104 | 17,229,870 | 441,000 | SH | SOLE | 441,000 | 0 | 0 | |||
| MYRIAD GENETICS INC | COM | 62855J104 | 20,844,500 | 2,350,000 | SH | SOLE | 2,350,000 | 0 | 0 | |||
| ORASURE TECHNOLOGIES INC | COM | 68554V108 | 3,033,000 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | |||
| PFIZER INC | COM | 717081103 | 63,350,000 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | |||
| PFIZER INC | COM | 717081103 | 172,312,000 | 6,800,000 | SH | Call | SOLE | 6,800,000 | 0 | 0 | ||
| PTC THERAPEUTICS INC | COM | 69366J200 | 76,440,000 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | |||
| QIAGEN NV | COM SHS | N72482206 | 56,210,000 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | |||
| SAREPTA THERAPEUTICS INC | COM | 803607100 | 51,056,000 | 800,000 | SH | SOLE | 800,000 | 0 | 0 | |||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 839,085,000 | 1,500,000 | SH | Put | SOLE | 1,500,000 | 0 | 0 | ||
| SPDR SER TR | S&P BIOTECH | 78464A870 | 162,200,000 | 2,000,000 | SH | Put | SOLE | 2,000,000 | 0 | 0 | ||
| STRUCTURE THERAPEUTICS INC | SPONSORED ADS | 86366E106 | 5,193,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
| THE CIGNA GROUP | COM | 125523100 | 65,800,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
| THERAVANCE BIOPHARMA INC | COM | G8807B106 | 8,930,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | |||
| VIATRIS INC | COM | 92556V106 | 65,325,000 | 7,500,000 | SH | SOLE | 7,500,000 | 0 | 0 | |||
| ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | 254,655,000 | 2,250,000 | SH | SOLE | 2,250,000 | 0 | 0 | |||
| ZIMVIE INC | COM | 98888T107 | 20,358,000 | 1,885,000 | SH | SOLE | 1,885,000 | 0 | 0 | |||