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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| Abbott Laboratories | Cash Securities | 40412C101 | 9,600 | 105,000 | SH | SOLE | 105,000 | 0 | 0 | ||
| Adaptive Biotechnologies Corp | Cash Securities | 00650F109 | 2,419 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| Agios Pharmaceuticals Inc | Cash Securities | 00847X104 | 2,139 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| Amedisys Inc | Cash Securities | 023436108 | 4,964 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| AmerisourceBergen Corp | Cash Securities | 235851102 | 8,062 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| Amneal Pharmaceuticals Inc | Cash Securities | 03168L105 | 2,856 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| Avantor Inc | Cash Securities | 05352A100 | 2,975 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| Baxter International Inc | Cash Securities | 14149Y108 | 6,458 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| Becton Dickinson and Co | Cash Securities | 075887109 | 4,250 | 17,762 | SH | SOLE | 17,762 | 0 | 0 | ||
| Biogen Inc | Cash Securities | 09062X103 | 4,013 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| BioMarin Pharmaceutical Inc | Cash Securities | 09061G101 | 5,550 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| BioNTech SE | Cash Securities | 09075V102 | 2,670 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| Bio-Rad Laboratories Inc | Cash Securities | 00287Y109 | 5,869 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
| Bluebird Bio Inc | Cash Securities | 09609G100 | 2,136 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| Boston Scientific Corp | Cash Securities | 670100205 | 7,373 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| Cardinal Health Inc | Cash Securities | 15135B101 | 8,872 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| Catalent Inc | Cash Securities | 81619Q105 | 8,430 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| Centene Corp | Cash Securities | 110122108 | 3,813 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| Charles River Laboratories In | Cash Securities | 98956P102 | 4,359 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| Cigna Corp | Cash Securities | 92532F100 | 5,630 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| Constellation Pharmaceuticals | Cash Securities | 210373106 | 1,803 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| CRISPR Therapeutics AG | Cash Securities | H17182108 | 2,205 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| Danaher Corp | Cash Securities | 444859102 | 11,936 | 67,500 | SH | SOLE | 67,500 | 0 | 0 | ||
| Eiger BioPharmaceuticals Inc | Cash Securities | 28249U105 | 423 | 44,016 | SH | SOLE | 44,016 | 0 | 0 | ||
| Eli Lilly and Co | Cash Securities | 863667101 | 9,851 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| Encompass Health Corp | Cash Securities | 58933Y105 | 5,264 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| Gilead Sciences Inc | Cash Securities | 375558103 | 3,847 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| HCA Healthcare Inc | Cash Securities | 83175M205 | 11,647 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| Hologic Inc | Cash Securities | 436440101 | 5,700 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| Humana Inc | Cash Securities | 03073E105 | 9,694 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| Illumina Inc | Cash Securities | 452327109 | 3,704 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| Johnson & Johnson | Cash Securities | 478160104 | 4,219 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| Laboratory Corp of America Ho | Cash Securities | 50540R409 | 9,967 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| LHC Group Inc | Cash Securities | 50187A107 | 5,230 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| McKesson Corp | Cash Securities | 046353108 | 9,205 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| Medtronic PLC | Cash Securities | G5960L103 | 5,502 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| Merck & Co Inc | Cash Securities | 002824100 | 1,933 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| Molina Healthcare Inc | Cash Securities | 60855R100 | 4,627 | 26,000 | SH | SOLE | 26,000 | 0 | 0 | ||
| Nevro Corp | Cash Securities | 64157F103 | 4,779 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| Owens & Minor Inc | Cash Securities | 690732102 | 2,276 | 298,700 | SH | SOLE | 298,700 | 0 | 0 | ||
| PPD Inc | Cash Securities | 69355F102 | 4,020 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| Quest Diagnostics Inc | Cash Securities | 74834L100 | 14,245 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| Regeneron Pharmaceuticals Inc | Cash Securities | 75886F107 | 9,355 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| Select Medical Holdings Corp | Cash Securities | 09061G101 | 2,578 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
| Smith & Nephew PLC | Cash Securities | 883556102 | 4,043 | 106,069 | SH | SOLE | 106,069 | 0 | 0 | ||
| STERIS PLC | Cash Securities | 88033G407 | 3,836 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| Stryker Corp | Cash Securities | 125523100 | 6,307 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| Tenet Healthcare Corp | Cash Securities | 46120E602 | 7,244 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| Teva Pharmaceutical Industrie | Cash Securities | 881624209 | 3,391 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
| Thermo Fisher Scientific Inc | Cash Securities | 58155Q103 | 11,776 | 32,500 | SH | SOLE | 32,500 | 0 | 0 | ||
| Universal Health Services Inc | Cash Securities | 45337C102 | 9,289 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| Zimmer Biomet Holdings Inc | Cash Securities | 431475102 | 9,549 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||