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 | 002824100 | 8,269 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| Acadia Healthcare Co Inc | Cash Securities | 00404A109 | 1,205 | 18,893 | SH | SOLE | 18,893 | 0 | 0 | ||
| AmerisourceBergen Corp | Cash Securities | 03073E105 | 6,868 | 57,500 | SH | SOLE | 57,500 | 0 | 0 | ||
| Avantor Inc | Cash Securities | 05352A100 | 8,589 | 210,000 | SH | SOLE | 210,000 | 0 | 0 | ||
| Baxter International Inc | Cash Securities | 071813109 | 9,249 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| Becton Dickinson and Co | Cash Securities | 075887109 | 6,146 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| BioMarin Pharmaceutical Inc | Cash Securities | 09061G101 | 5,024 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| Bio-Techne Corp | Cash Securities | 09073M104 | 3,634 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
| Boston Scientific Corp | Cash Securities | 101137107 | 9,546 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| Bruker Corp | Cash Securities | 116794108 | 5,858 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| Catalent Inc | Cash Securities | 148806102 | 8,104 | 60,900 | SH | SOLE | 60,900 | 0 | 0 | ||
| Centene Corp | Cash Securities | 15135B101 | 6,231 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| Charles River Laboratories In | Cash Securities | 159864107 | 8,253 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| Community Health Systems Inc | Cash Securities | 203668108 | 3,686 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | ||
| Danaher Corp | Cash Securities | 235851102 | 9,133 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
| Eli Lilly & Co | Cash Securities | 532457108 | 8,087 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| Encompass Health Corp | Cash Securities | 29261A100 | 7,504 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| Globus Medical Inc | Cash Securities | 379577208 | 7,279 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| Grifols SA | Cash Securities | 398438408 | 2,922 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| HCA Healthcare Inc | Cash Securities | 40412C101 | 13,350 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| Hologic Inc | Cash Securities | 436440101 | 4,429 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| Humana Inc | Cash Securities | 444859102 | 4,864 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
| IQVIA Holdings Inc | Cash Securities | 46266C105 | 8,384 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
| Johnson & Johnson | Cash Securities | 478160104 | 11,305 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| Laboratory Corp of America Ho | Cash Securities | 50540R409 | 7,036 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| LHC Group Inc | Cash Securities | 50187A107 | 2,354 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| Maravai LifeSciences Holdings | Cash Securities | 56600D107 | 3,681 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| McKesson Corp | Cash Securities | 58155Q103 | 8,972 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
| Medtronic PLC | Cash Securities | G5960L103 | 10,028 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| Merck & Co Inc | Cash Securities | 58933Y105 | 7,511 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| Molina Healthcare Inc | Cash Securities | 60855R100 | 5,426 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| Option Care Health Inc | Cash Securities | 68404L201 | 3,760 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | ||
| Regeneron Pharmaceuticals Inc | Cash Securities | 74834L100 | 3,631 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
| Select Medical Holdings Corp | Cash Securities | 75886F107 | 5,787 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| SPDR S&P 500 ETF Trust | Cash Securities | 913903100 | 85,828 | 2,000 | SH | Put | SOLE | 2,000 | 0 | 0 | |
| SPDR S&P 500 ETF Trust | Cash Securities | 941848103 | 42,914 | 1,000 | SH | Put | SOLE | 1,000 | 0 | 0 | |
| Stryker Corp | Cash Securities | 81181C104 | 10,285 | 39,000 | SH | SOLE | 39,000 | 0 | 0 | ||
| Tenet Healthcare Corp | Cash Securities | 81619Q105 | 13,288 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| Thermo Fisher Scientific Inc | Cash Securities | 83175M205 | 8,570 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| UnitedHealth Group Inc | Cash Securities | 863667101 | 4,884 | 12,500 | SH | SOLE | 12,500 | 0 | 0 | ||
| Universal Health Services Inc | Cash Securities | 88033G407 | 11,070 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
| Waters Corp | Cash Securities | 883556102 | 5,360 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
| Zimmer Biomet Holdings Inc | Cash Securities | 91324P102 | 10,245 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||