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 LABS | COM | 002824100 | 28,983 | 250,000 | SH | SOLE | 0 | 0 | 250,000 | ||
| ABBVIE INC | COM | 00287Y109 | 36,045 | 320,000 | SH | SOLE | 0 | 0 | 320,000 | ||
| ABIOMED INC | COM | 003654100 | 20,287 | 65,000 | SH | SOLE | 0 | 0 | 65,000 | ||
| ACCELERON PHARMA INC | COM | 00434H108 | 25,098 | 200,000 | SH | SOLE | 0 | 0 | 200,000 | ||
| ACCOLADE INC | COM | 00437E102 | 16,293 | 300,000 | SH | SOLE | 0 | 0 | 300,000 | ||
| AERIE PHARMACEUTICALS INC | COM | 00771V108 | 12,008 | 750,000 | SH | SOLE | 0 | 0 | 750,000 | ||
| ALKERMES PLC | SHS | G01767105 | 7,585 | 309,354 | SH | SOLE | 0 | 0 | 309,354 | ||
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 22,885 | 135,000 | SH | SOLE | 0 | 0 | 135,000 | ||
| AMERISOURCEBERGEN CORP | COM | 03073E105 | 19,807 | 173,000 | SH | SOLE | 0 | 0 | 173,000 | ||
| ANNEXON INC | COM | 03589W102 | 5,628 | 250,000 | SH | SOLE | 0 | 0 | 250,000 | ||
| ANTHEM INC | COM | 036752103 | 36,271 | 95,000 | SH | SOLE | 0 | 0 | 95,000 | ||
| APELLIS PHARMACEUTICALS INC | COM | 03753U106 | 19,276 | 305,000 | SH | SOLE | 0 | 0 | 305,000 | ||
| ARENA PHARMACEUTICALS INC | COM NEW | 040047607 | 4,092 | 60,000 | SH | SOLE | 0 | 0 | 60,000 | ||
| AXONICS MODULATION TECHNOLOG | COM | 05465P101 | 24,096 | 380,000 | SH | SOLE | 0 | 0 | 380,000 | ||
| BAXTER INTL INC | COM | 071813109 | 8,855 | 110,000 | SH | SOLE | 0 | 0 | 110,000 | ||
| BECTON DICKINSON & CO | COM | 075887109 | 11,673 | 48,000 | SH | SOLE | 0 | 0 | 48,000 | ||
| BIOGEN INC | COM | 09062X103 | 31,164 | 90,000 | SH | SOLE | 0 | 0 | 90,000 | ||
| BIOHAVEN PHARMACTL HLDG CO L | COM | G11196105 | 19,457 | 200,419 | SH | SOLE | 0 | 0 | 200,419 | ||
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 13,350 | 160,000 | SH | SOLE | 0 | 0 | 160,000 | ||
| BOSTON SCIENTIFIC CORP | COM | 101137107 | 22,235 | 520,000 | SH | SOLE | 0 | 0 | 520,000 | ||
| BRISTOL MYERS SQUIBB CO | COM | 110122108 | 8,353 | 125,000 | SH | SOLE | 0 | 0 | 125,000 | ||
| CASSAVA SCIENCES INC | COM | 14817C107 | 9,826 | 115,000 | SH | SOLE | 0 | 0 | 115,000 | ||
| CENTENE CORP DEL | COM | 15135B101 | 18,962 | 260,000 | SH | SOLE | 0 | 0 | 260,000 | ||
| CIGNA CORP NEW | COM | 125523100 | 30,938 | 130,500 | SH | SOLE | 0 | 0 | 130,500 | ||
| COOPER COS INC | COM NEW | 216648402 | 17,832 | 45,000 | SH | SOLE | 0 | 0 | 45,000 | ||
| CVS HEALTH CORP | COM | 126650100 | 31,707 | 380,000 | SH | SOLE | 0 | 0 | 380,000 | ||
| DECIPHERA PHARMACEUTICALS INC | COM | 24344T101 | 2,197 | 60,000 | SH | SOLE | 0 | 0 | 60,000 | ||
| DYNAVAX TECHNOLOGIES CORP | COM NEW | 268158201 | 7,388 | 750,000 | SH | SOLE | 0 | 0 | 750,000 | ||
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 11,393 | 110,000 | SH | SOLE | 0 | 0 | 110,000 | ||
| EPIZYME INC | COM | 29428V104 | 2,202 | 265,000 | SH | SOLE | 0 | 0 | 265,000 | ||
| ESPERION THERAPEUTICS INC NE | COM | 29664W105 | 12,103 | 572,267 | SH | SOLE | 0 | 0 | 572,267 | ||
| ESSA PHARMA INC | COM NEW | 29668H708 | 7,428 | 260,000 | SH | SOLE | 0 | 0 | 260,000 | ||
| EXACT SCIENCES CORP | COM | 30063P105 | 19,268 | 155,000 | SH | SOLE | 0 | 0 | 155,000 | ||
| FIBROGEN INC | COM | 31572Q808 | 5,326 | 200,000 | SH | SOLE | 0 | 0 | 200,000 | ||
| G1 THERAPEUTICS INC | COM | 3621LQ109 | 7,131 | 325,000 | SH | SOLE | 0 | 0 | 325,000 | ||
| GILEAD SCIENCES INC | COM | 375558103 | 20,658 | 300,000 | SH | SOLE | 0 | 0 | 300,000 | ||
| GLAUKOS CORP | COM | 377322102 | 2,969 | 35,000 | SH | SOLE | 0 | 0 | 35,000 | ||
| GUARDANT HEALTH INC | COM | 40131M109 | 21,733 | 175,000 | SH | SOLE | 0 | 0 | 175,000 | ||
| HARMONY BIOSCIENCES HLDGS IN | COM | 413197104 | 2,823 | 100,000 | SH | SOLE | 0 | 0 | 100,000 | ||
| HCA HEALTHCARE INC | COM | 40412C101 | 15,506 | 75,000 | SH | SOLE | 0 | 0 | 75,000 | ||
| HEALTH CATALYST INC | COM | 42225T107 | 13,322 | 240,000 | SH | SOLE | 0 | 0 | 240,000 | ||
| HORIZON THERAPEUTICS PUB L | SHS | G46188101 | 49,161 | 525,000 | SH | SOLE | 0 | 0 | 525,000 | ||
| HUMANA INC | COM | 444859102 | 24,350 | 55,000 | SH | SOLE | 0 | 0 | 55,000 | ||
| IMMUNOCORE HLDGS PLC | ADS | 45258D105 | 3,515 | 90,000 | SH | SOLE | 0 | 0 | 90,000 | ||
| IMMUNOGEN INC | COM | 45253H101 | 8,032 | 1,218,850 | SH | SOLE | 0 | 0 | 1,218,850 | ||
| INNOVAGE HLDG CORP | COM | 45784A104 | 3,197 | 150,000 | SH | SOLE | 0 | 0 | 150,000 | ||
| INOVALON HLDGS INC | COM CL A | 45781D101 | 20,448 | 600,000 | SH | SOLE | 0 | 0 | 600,000 | ||
| INTRA CELLULAR THERAPIES INC | COM | 46116X101 | 17,541 | 429,728 | SH | SOLE | 0 | 0 | 429,728 | ||
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 20,692 | 22,500 | SH | SOLE | 0 | 0 | 22,500 | ||
| IONIS PHARMACEUTICALS INC | COM | 462222100 | 2,992 | 75,000 | SH | SOLE | 0 | 0 | 75,000 | ||
| IOVANCE BIOTHERAPEUTICS INC | COM | 462260100 | 7,806 | 300,000 | SH | SOLE | 0 | 0 | 300,000 | ||
| JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 39,081 | 220,000 | SH | SOLE | 0 | 0 | 220,000 | ||
| JOHNSON & JOHNSON | COM | 478160104 | 12,356 | 75,000 | SH | SOLE | 0 | 0 | 75,000 | ||
| LILLY ELI & CO | COM | 532457108 | 27,267 | 118,800 | SH | SOLE | 0 | 0 | 118,800 | ||
| LIVANOVA PLC | SHS | G5509L101 | 841 | 10,000 | SH | SOLE | 0 | 0 | 10,000 | ||
| MACROGENICS INC | COM | 556099109 | 14,643 | 545,160 | SH | SOLE | 0 | 0 | 545,160 | ||
| MCKESSON CORP | COM | 58155Q103 | 14,917 | 78,000 | SH | SOLE | 0 | 0 | 78,000 | ||
| MEDTRONIC PLC | SHS | G5960L103 | 33,887 | 273,000 | SH | SOLE | 0 | 0 | 273,000 | ||
| MEIRAGTX HLDGS PLC | COM | G59665102 | 6,975 | 450,000 | SH | SOLE | 0 | 0 | 450,000 | ||
| MERCK & CO. INC | COM | 58933Y105 | 23,331 | 300,000 | SH | SOLE | 0 | 0 | 300,000 | ||
| MIRATI THERAPEUTICS INC | COM | 60468T105 | 26,652 | 165,000 | SH | SOLE | 0 | 0 | 165,000 | ||
| MYOVANT SCIENCES LTD | COM | G637AM102 | 5,693 | 250,000 | SH | SOLE | 0 | 0 | 250,000 | ||
| NEKTAR THERAPEUTICS | COM | 640268108 | 16,302 | 950,000 | SH | SOLE | 0 | 0 | 950,000 | ||
| NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 10,219 | 105,000 | SH | SOLE | 0 | 0 | 105,000 | ||
| NOVOCURE LTD | ORD SHS | G6674U108 | 26,618 | 120,000 | SH | SOLE | 0 | 0 | 120,000 | ||
| OAK STR HEALTH INC | COM | 67181A107 | 5,564 | 95,000 | SH | SOLE | 0 | 0 | 95,000 | ||
| 1LIFE HEALTHCARE INC | COM | 68269G107 | 10,910 | 330,000 | SH | SOLE | 0 | 0 | 330,000 | ||
| PFIZER INC | COM | 717081103 | 19,580 | 500,000 | SH | SOLE | 0 | 0 | 500,000 | ||
| PHATHOM PHARMACEUTICALS INC | COM | 71722W107 | 6,303 | 186,210 | SH | SOLE | 0 | 0 | 186,210 | ||
| PHREESIA INC | COM | 71944F106 | 15,938 | 260,000 | SH | SOLE | 0 | 0 | 260,000 | ||
| PIERIS PHARMACEUTICALS INC | COM | 720795103 | 1,149 | 300,000 | SH | SOLE | 0 | 0 | 300,000 | ||
| PROGYNY INC | COM | 74340E103 | 4,720 | 80,000 | SH | SOLE | 0 | 0 | 80,000 | ||
| R1 RCM INC | COM | 749397105 | 12,232 | 550,000 | SH | SOLE | 0 | 0 | 550,000 | ||
| RADIUS HEALTH INC | COM NEW | 750469207 | 7,843 | 430,000 | SH | SOLE | 0 | 0 | 430,000 | ||
| REGENERON PHARMACEUTICALS | COM | 75886F107 | 13,964 | 25,000 | SH | SOLE | 0 | 0 | 25,000 | ||
| REVANCE THERAPEUTICS INC | COM | 761330109 | 8,003 | 270,000 | SH | SOLE | 0 | 0 | 270,000 | ||
| RIGEL PHARMACEUTICALS INC | COM NEW | 766559603 | 6,597 | 1,520,000 | SH | SOLE | 0 | 0 | 1,520,000 | ||
| SAGE THERAPEUTICS INC | COM | 78667J108 | 4,261 | 75,000 | SH | SOLE | 0 | 0 | 75,000 | ||
| SANGAMO THERAPEUTICS INC | COM | 800677106 | 9,157 | 765,000 | SH | SOLE | 0 | 0 | 765,000 | ||
| SEAGEN INC | COM | 81181C104 | 24,933 | 157,925 | SH | SOLE | 0 | 0 | 157,925 | ||
| SHOCKWAVE MEDICAL INC | COM | 82489T104 | 6,449 | 33,990 | SH | SOLE | 0 | 0 | 33,990 | ||
| SILK ROAD MEDICAL INC | COM | 82710M100 | 6,988 | 146,000 | SH | SOLE | 0 | 0 | 146,000 | ||
| SILVERBACK THERAPEUTICS INC | COM | 82835W108 | 3,089 | 100,000 | SH | SOLE | 0 | 0 | 100,000 | ||
| STEREOTAXIS INC | COM NEW | 85916J409 | 6,598 | 684,402 | SH | SOLE | 0 | 0 | 684,402 | ||
| TELADOC HEALTH INC | COM | 87918A105 | 34,921 | 210,000 | SH | SOLE | 0 | 0 | 210,000 | ||
| TENET HEALTHCARE CORP | COM NEW | 88033G407 | 5,694 | 85,000 | SH | SOLE | 0 | 0 | 85,000 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 25,224 | 50,000 | SH | SOLE | 0 | 0 | 50,000 | ||
| UNITED HEALTH GROUP INC | COM | 91324P102 | 50,055 | 125,000 | SH | SOLE | 0 | 0 | 125,000 | ||
| VEEVA SYS INC | CL A COM | 922475108 | 23,321 | 75,000 | SH | SOLE | 0 | 0 | 75,000 | ||
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 43,531 | 215,897 | SH | SOLE | 0 | 0 | 215,897 | ||
| VIEWRAY INC | ADR | 92672L107 | 5,115 | 775,000 | SH | SOLE | 0 | 0 | 775,000 | ||
| XENCOR INC | COM | 98401F105 | 11,727 | 340,000 | SH | SOLE | 0 | 0 | 340,000 | ||
| ZAI LAB LTD | ADR | 98887Q104 | 6,195 | 35,000 | SH | SOLE | 0 | 0 | 35,000 | ||
| ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | 22,515 | 140,000 | SH | SOLE | 0 | 0 | 140,000 | ||