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 |
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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 | COM | 002824100 | 8,271 | 155,000 | SH | SOLE | 0 | 0 | 155,000 | ||
AbbVie Inc | COM | 00287Y109 | 12,440 | 140,000 | SH | SOLE | 0 | 0 | 140,000 | ||
Abiomed Inc | COM | 003654100 | 23,644 | 140,238 | SH | SOLE | 0 | 0 | 140,238 | ||
Achillion Pharmaceuticals Inc | COM | 00448Q201 | 3,817 | 850,000 | SH | SOLE | 0 | 0 | 850,000 | ||
Adamas Pharmaceuticals Inc | COM | 00548A106 | 19,371 | 915,000 | SH | SOLE | 0 | 0 | 915,000 | ||
Adverum Biotechnologies Inc | COM | 00773U108 | 562 | 154,006 | SH | SOLE | 0 | 0 | 154,006 | ||
Aerie Pharmaceuticals Inc | COM | 00771V108 | 5,877 | 120,932 | SH | SOLE | 0 | 0 | 120,932 | ||
Aetna Inc | COM | 00817Y108 | 9,859 | 62,000 | SH | SOLE | 0 | 0 | 62,000 | ||
Agios Pharmaceuticals Inc | COM | 00847X104 | 1,001 | 15,000 | SH | SOLE | 0 | 0 | 15,000 | ||
Alexion Pharmaceuticals Inc | COM | 015351109 | 23,148 | 165,000 | SH | SOLE | 0 | 0 | 165,000 | ||
Alkermes Plc | SHS | G01767105 | 7,372 | 145,000 | SH | SOLE | 0 | 0 | 145,000 | ||
Allergan Plc | COM | G0177J108 | 20,495 | 100,000 | SH | SOLE | 0 | 0 | 100,000 | ||
Alnylam Pharmaceuticals Inc | SHS | 02043Q107 | 5,028 | 42,793 | SH | SOLE | 0 | 0 | 42,793 | ||
AmerisourceBergen Corp | COM | 03073E105 | 6,620 | 80,000 | SH | SOLE | 0 | 0 | 80,000 | ||
Anheuser-Busch InBev SA ADR spons repr 1 Share | ADR | 03524A108 | 335 | 2,806 | SH | SOLE | 0 | 0 | 4,750 | ||
Anthem Inc | COM | 036752103 | 10,443 | 55,000 | SH | SOLE | 0 | 0 | 55,000 | ||
Arena Pharmaceuticals Inc Reg | COM | 040047607 | 14,522 | 569,491 | SH | SOLE | 0 | 0 | 569,491 | ||
Array BioPharma Inc | COM | 04269X105 | 7,995 | 650,000 | SH | SOLE | 0 | 0 | 650,000 | ||
Biogen Inc | COM | 09062X103 | 6,889 | 22,000 | SH | SOLE | 0 | 0 | 22,000 | ||
BioMarin Pharmaceutical Inc | COM | 09061G101 | 16,748 | 179,949 | SH | SOLE | 0 | 0 | 179,949 | ||
Bioverativ Inc Reg S | COM | 09075E100 | 1,997 | 35,000 | SH | SOLE | 0 | 0 | 35,000 | ||
Boston Scientific Corp | COM | 101137107 | 8,181 | 280,468 | SH | SOLE | 0 | 0 | 280,468 | ||
Bristol Myers Squibb Co | COM | 110122108 | 10,230 | 160,502 | SH | SOLE | 0 | 0 | 160,502 | ||
Celgene Corp | COM | 151020104 | 22,165 | 152,000 | SH | SOLE | 0 | 0 | 152,000 | ||
Centene Corp | COM | 15135B101 | 10,645 | 110,000 | SH | SOLE | 0 | 0 | 110,000 | ||
Chimerix Inc | COM | 16934W106 | 2,100 | 400,000 | SH | SOLE | 0 | 0 | 400,000 | ||
Cigna Corp | COM | 125509109 | 10,282 | 55,000 | SH | SOLE | 0 | 0 | 55,000 | ||
Coherus BioSciences Inc | COM | 19249H103 | 2,403 | 180,000 | SH | SOLE | 0 | 0 | 180,000 | ||
CVS Health Corp | COM | 126650100 | 9,758 | 120,000 | SH | SOLE | 0 | 0 | 120,000 | ||
Dermira Inc Reg | COM | 24983L104 | 2,700 | 100,000 | SH | SOLE | 0 | 0 | 100,000 | ||
Dexcom Inc | COM | 252131107 | 5,871 | 120,000 | SH | SOLE | 0 | 0 | 120,000 | ||
Dynavax Technologies Corp | COM | 268158201 | 8,053 | 374,537 | SH | SOLE | 0 | 0 | 374,537 | ||
Edwards Lifesciences Corp | COM | 28176E108 | 8,745 | 80,000 | SH | SOLE | 0 | 0 | 80,000 | ||
Eli Lilly & Co | COM | 532457108 | 9,409 | 110,000 | SH | SOLE | 0 | 0 | 110,000 | ||
Endologix Inc | COM | 29266S106 | 6,657 | 1,492,600 | SH | SOLE | 0 | 0 | 1,492,600 | ||
Epizyme Inc | COM | 29428V104 | 4,501 | 236,293 | SH | SOLE | 0 | 0 | 236,293 | ||
Esperion Therapeutics Inc | COM | 29664W105 | 15,628 | 311,803 | SH | SOLE | 0 | 0 | 311,803 | ||
Exelixis Inc | COM | 30161Q104 | 25,442 | 1,050,000 | SH | SOLE | 0 | 0 | 1,050,000 | ||
Express Scripts Hg Co | COM | 30219G108 | 15,513 | 245,000 | SH | SOLE | 0 | 0 | 245,000 | ||
Exxon Mobil Corp | COM | 30231G102 | 467 | 5,696 | SH | SOLE | 0 | 0 | 5,696 | ||
FibroGen Inc | COM | 31572Q808 | 7,828 | 145,500 | SH | SOLE | 0 | 0 | 145,500 | ||
Ford Motor Co | COM | 345370860 | 340 | 28,404 | SH | SOLE | 0 | 0 | 28,404 | ||
Gilead Sciences Inc | COM | 375558103 | 12,603 | 155,551 | SH | SOLE | 0 | 0 | 155,551 | ||
Glaukos Corp | COM | 377322102 | 21,377 | 647,796 | SH | SOLE | 0 | 0 | 647,796 | ||
Halliburton Co (Hg Co) | COM | 406216101 | 513 | 11,144 | SH | SOLE | 0 | 0 | 11,144 | ||
HCA Healthcare Inc | COM | 40412C101 | 3,980 | 50,000 | SH | SOLE | 0 | 0 | 50,000 | ||
Horizon Pharma Plc | SHS | G4617B105 | 38,127 | 3,006,862 | SH | SOLE | 0 | 0 | 3,006,862 | ||
Humana Inc | COM | 444859102 | 9,989 | 41,000 | SH | SOLE | 0 | 0 | 41,000 | ||
IBM Corp | COM | 459200101 | 256 | 1,766 | SH | SOLE | 0 | 0 | 1,766 | ||
Immunomedics Inc | COM | 452907108 | 6,990 | 500,000 | SH | SOLE | 0 | 0 | 500,000 | ||
Incyte Corp Ltd | COM | 45337C102 | 13,425 | 115,000 | SH | SOLE | 0 | 0 | 115,000 | ||
Intercept Pharmaceuticals Inc | COM | 45845P108 | 2,322 | 40,000 | SH | SOLE | 0 | 0 | 40,000 | ||
Intra-Cellular Therapies Inc | COM | 46116X101 | 18,619 | 1,179,900 | SH | SOLE | 0 | 0 | 1,179,900 | ||
Iovance Biotherapeutics Inc Reg | COM | 462260100 | 5,512 | 711,163 | SH | SOLE | 0 | 0 | 711,163 | ||
Janus Henderson Group Plc Reg | NOTE | 47102XAH8 | 472 | 13,556 | SH | SOLE | 0 | 0 | 13,556 | ||
Jazz Pharmaceuticals Plc | SHS | G50871105 | 12,431 | 85,000 | SH | SOLE | 0 | 0 | 85,000 | ||
JPMorgan Chase & Co | COM | 46625H100 | 539 | 5,641 | SH | SOLE | 0 | 0 | 5,641 | ||
Juno Therapeutics Inc | COM | 48205A109 | 4,486 | 100,000 | SH | SOLE | 0 | 0 | 100,000 | ||
Keryx Biopharmaceuticals Inc | COM | 492515101 | 2,840 | 400,000 | SH | SOLE | 0 | 0 | 400,000 | ||
Livanova Plc | SHS | G5509L101 | 6,656 | 95,000 | SH | SOLE | 0 | 0 | 95,000 | ||
Loxo Oncology Inc | COM | 548862101 | 6,909 | 75,000 | SH | SOLE | 0 | 0 | 75,000 | ||
Macrogenics Inc | COM | 556099109 | 4,101 | 221,914 | SH | SOLE | 0 | 0 | 221,914 | ||
Medtronic Plc | SHS | G5960L103 | 16,652 | 214,115 | SH | SOLE | 0 | 0 | 214,115 | ||
Merck & Co Inc | COM | 58933Y105 | 5,763 | 90,000 | SH | SOLE | 0 | 0 | 90,000 | ||
Microsoft Corp | COM | 594918104 | 357 | 4,793 | SH | SOLE | 0 | 0 | 4,793 | ||
MyoKardia Inc Reg | COM | 62857M105 | 6,465 | 150,872 | SH | SOLE | 0 | 0 | 150,872 | ||
Nektar Therapeutics | COM | 640268108 | 20,789 | 866,194 | SH | SOLE | 0 | 0 | 866,194 | ||
Neurocrine Biosciences Inc | COM | 64125C109 | 7,047 | 115,000 | SH | SOLE | 0 | 0 | 115,000 | ||
NewLink Genetics Corp | COM | 651511107 | 1,018 | 100,000 | SH | SOLE | 0 | 0 | 100,000 | ||
Nevro Corp | COM | 64157F103 | 11,814 | 130,000 | SH | SOLE | 0 | 0 | 130,000 | ||
Novo Nordisk AS ADR Repr 1 Share B | ADR | 670100205 | 3,852 | 80,000 | SH | SOLE | 0 | 0 | 80,000 | ||
NovoCure Ltd Reg | SHS | G6674U108 | 13,231 | 666,528 | SH | SOLE | 0 | 0 | 666,528 | ||
Omnicell Inc | COM | 68213N109 | 4,084 | 80,000 | SH | SOLE | 0 | 0 | 80,000 | ||
Pfizer Inc | COM | 717081103 | 372 | 10,422 | SH | SOLE | 0 | 0 | 10,422 | ||
Portola Pharmaceuticals Inc | COM | 737010108 | 16,069 | 297,400 | SH | SOLE | 0 | 0 | 297,400 | ||
Qualcomm Inc | COM | 747525103 | 278 | 5,368 | SH | SOLE | 0 | 0 | 5,368 | ||
Ra Pharmaceuticals Inc Reg | COM | 74933V108 | 1,748 | 119,697 | SH | SOLE | 0 | 0 | 119,697 | ||
Radius Health Inc | COM | 750469207 | 3,470 | 90,000 | SH | SOLE | 0 | 0 | 90,000 | ||
Regeneron Pharmaceuticals Inc | COM | 75886F107 | 9,837 | 22,000 | SH | SOLE | 0 | 0 | 22,000 | ||
Regulus Therapeutic Inc | COM | 75915K101 | 725 | 580,000 | SH | SOLE | 0 | 0 | 580,000 | ||
Revance Therapeutics Inc | COM | 761330109 | 6,788 | 246,400 | SH | SOLE | 0 | 0 | 246,400 | ||
Rigel Pharmaceuticals Inc | COM | 766559603 | 5,969 | 2,350,000 | SH | SOLE | 0 | 0 | 2,350,000 | ||
Rite Aid Corp | COM | 767754104 | 3,996 | 2,039,000 | SH | SOLE | 0 | 0 | 2,039,000 | ||
Sage Therapeutics Inc | COM | 78667J108 | 3,115 | 50,000 | SH | SOLE | 0 | 0 | 50,000 | ||
Sanofi spons ADR repr 0.5 Share | ADR | 80105N105 | 6,473 | 130,000 | SH | SOLE | 0 | 0 | 130,000 | ||
Staar Surgical Co | COM | 852312305 | 1,121 | 90,000 | SH | SOLE | 0 | 0 | 90,000 | ||
Symantec Corp | COM | 871503108 | 307 | 9,359 | SH | SOLE | 0 | 0 | 9,359 | ||
Ultragenyx Pharmaceutical Inc | COM | 90400D108 | 5,326 | 100,000 | SH | SOLE | 0 | 0 | 100,000 | ||
United Health Group Inc | COM | 91324P102 | 16,647 | 85,000 | SH | SOLE | 0 | 0 | 85,000 | ||
Universal Health Services Inc B | CL B | 913903100 | 5,547 | 50,000 | SH | SOLE | 0 | 0 | 5,000 | ||
Walgreens Boots Alliance Inc | COM | 931427108 | 5,405 | 70,000 | SH | SOLE | 0 | 0 | 70,000 | ||
Wells Fargo & Co | COM | 949746101 | 477 | 8,653 | SH | SOLE | 0 | 0 | 8,653 | ||
Vertex Pharmaceuticals Inc | COM | 92532F100 | 27,367 | 180,000 | SH | SOLE | 0 | 0 | 180,000 | ||
Xencor Inc | COM | 98401F105 | 5,730 | 250,000 | SH | SOLE | 0 | 0 | 250,000 |