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 |
|
||||||||||||||||
| 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 |
| Agilent Technologies Inc | Cash Securities | 00846U101 | 9,536 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| AmerisourceBergen Corp | Cash Securities | 03073E105 | 6,789 | 57,500 | SH | SOLE | 57,500 | 0 | 0 | ||
| Abbott Laboratories | Cash Securities | 002824100 | 7,790 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| Argenx SE | Cash Securities | 04016X101 | 1,790 | 6,500 | SH | SOLE | 6,500 | 0 | 0 | ||
| Avantor Inc | Cash Securities | 05352A100 | 5,786 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| Baxter International Inc | Cash Securities | 071813109 | 6,747 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| Becton Dickinson and Co | Cash Securities | 075887109 | 7,295 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| Biogen Inc | Cash Securities | 09062X103 | 3,497 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
| Bio-Rad Laboratories Inc | Cash Securities | 090572207 | 3,713 | 6,500 | SH | SOLE | 6,500 | 0 | 0 | ||
| BioMarin Pharmaceutical Inc | Cash Securities | 09061G101 | 4,531 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| BioNTech SE | Cash Securities | 09075V102 | 2,184 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| Bruker Corp | Cash Securities | 116794108 | 5,142 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| Boston Scientific Corp | Cash Securities | 101137107 | 8,696 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
| Centene Corp | Cash Securities | 15135B101 | 7,989 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
| Charles River Laboratories In | Cash Securities | 159864107 | 6,521 | 22,500 | SH | SOLE | 22,500 | 0 | 0 | ||
| Catalent Inc | Cash Securities | 148806102 | 7,635 | 72,500 | SH | SOLE | 72,500 | 0 | 0 | ||
| Danaher Corp | Cash Securities | 235851102 | 8,441 | 37,500 | SH | SOLE | 37,500 | 0 | 0 | ||
| Encompass Health Corp | Cash Securities | 29261A100 | 7,371 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
| Fresenius Medical Care AG & C | Cash Securities | 358029106 | 5,348 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
| Guardant Health Inc | Cash Securities | 40131M109 | 1,527 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| Globus Medical Inc | Cash Securities | 379577208 | 4,009 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| Haemonetics Corp | Cash Securities | 405024100 | 2,775 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| HCA Healthcare Inc | Cash Securities | 40412C101 | 7,534 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| Hill-Rom Holdings Inc | Cash Securities | 431475102 | 3,867 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| Humana Inc | Cash Securities | 444859102 | 8,385 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| Innovage Holding Corp | Cash Securities | 45784A104 | 2,192 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| IQVIA Holdings Inc | Cash Securities | 46266C105 | 8,691 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| Intuitive Surgical Inc | Cash Securities | 46120E602 | 7,389 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| Johnson & Johnson | Cash Securities | 478160104 | 5,752 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| Laboratory Corp of America Ho | Cash Securities | 50540R409 | 6,376 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| McKesson Corp | Cash Securities | 58155Q103 | 5,851 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| Molina Healthcare Inc | Cash Securities | 60855R100 | 8,182 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| Moderna Inc | Cash Securities | 60770K107 | 1,964 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| Mirati Therapeutics Inc | Cash Securities | 60468T105 | 1,713 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| PPD Inc | Cash Securities | 69355F102 | 4,162 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| Sarepta Therapeutics Inc | Cash Securities | 803607100 | 1,491 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| Stryker Corp | Cash Securities | 863667101 | 8,525 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| Tenet Healthcare Corp | Cash Securities | 88033G407 | 10,400 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| Thermo Fisher Scientific Inc | Cash Securities | 883556102 | 7,987 | 17,500 | SH | SOLE | 17,500 | 0 | 0 | ||
| Turning Point Therapeutics In | Cash Securities | 90041T108 | 1,230 | 13,000 | SH | SOLE | 13,000 | 0 | 0 | ||
| Universal Health Services Inc | Cash Securities | 913903100 | 8,670 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| UnitedHealth Group Inc | Cash Securities | 91324P102 | 7,441 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| Vertex Pharmaceuticals Inc | Cash Securities | 92532F100 | 3,223 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| Waters Corp | Cash Securities | 941848103 | 6,110 | 21,500 | SH | SOLE | 21,500 | 0 | 0 | ||
| Zimmer Biomet Holdings Inc | Cash Securities | 98956P102 | 10,405 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| uniQure NV | Cash Securities | N90064101 | 2,081 | 61,768 | SH | SOLE | 61,768 | 0 | 0 | ||
| Medtronic PLC | Cash Securities | G5960L103 | 9,450 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||