The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
AERIE PHARMACEUTICALS INC COM 00771V108 4,491 72,970 SH   SOLE   72,970 0 0
ACADIA HEALTHCARE CO INC COM 00404A109 6,569 186,631 SH   SOLE   186,631 0 0
ACCELERON PHARMA INC COM 00434H108 2,284 39,912 SH   SOLE   39,912 0 0
AMICUS THERAPEUTICS INC COM 03152W109 4,331 358,191 SH   SOLE   358,191 0 0
ANAPTYSBIO INC COM 032724106 3,313 33,211 SH   SOLE   33,211 0 0
CENTENE CORP COM 15135B101 3,600 24,862 SH   SOLE   24,862 0 0
CVS CAREMARK CORP COM 126650100 2,824 35,870 SH   SOLE   35,870 0 0
DURECT CORPORATION COM 266605104 757 688,446 SH   SOLE   688,446 0 0
DAVITA HEALTHCARE PARTNERS I COM 23918K108 5,263 73,471 SH   SOLE   73,471 0 0
ENDOCYTE COM 29269A102 1,710 96,297 SH   SOLE   96,297 0 0
GLOBAL BLOOD THERAPEUTICS INC COM 37890U108 3,931 103,449 SH   SOLE   103,449 0 0
GRITSTONE ONCOLOGY INC COM 39868T105 285 20,000 SH   SOLE   20,000 0 0
HERON THERAPEUTICS COM 427746102 1,768 55,847 SH   SOLE   55,847 0 0
INCYTE CORP COM 45337C102 3,414 49,420 SH   SOLE   49,420 0 0
INSMED INC COM 457669307 7,283 360,182 SH   SOLE   360,182 0 0
IONIS PHARMACEUTICALS INC COM 462222100 1,910 37,021 SH   SOLE   37,021 0 0
JAZZ PHARMACEUTICALS COM G50871105 3,723 22,144 SH   SOLE   22,144 0 0
KADMON HOLDINGS INC COM 48283N106 1,078 322,625 SH   SOLE   322,625 0 0
NEUROCRINE BIOSCIENCES INC COM 64125C109 2,844 23,133 SH   SOLE   23,133 0 0
NATERA INC COM 632307104 2,981 124,517 SH   SOLE   124,517 0 0
NUCANA PLC-ADR ADR 67022C106 2,176 87,321 SH   SOLE   87,321 0 0
NEVRO CORP COM 64157F103 1,789 31,379 SH   SOLE   31,379 0 0
INVITAE CORP COM 46185L103 1,758 105,072 SH   SOLE   105,072 0 0
ORASURE TECHNOLOGIES INC COM 68554V108 2,773 179,496 SH   SOLE   179,496 0 0
PENUMBRA INC COM 70975L107 1,974 13,187 SH   SOLE   13,187 0 0
PFIZER INC COM 717081103 3,010 68,311 SH   SOLE   68,311 0 0
PORTOLA PHARMACEUTICALS INC COM 737010108 6,708 251,881 SH   SOLE   251,881 0 0
PTC THERAPEUTICS COM 69366J200 8,131 173,010 SH   SOLE   173,010 0 0
SAREPTA THERAPEUTICS INC COM 803607100 2,343 14,508 SH   SOLE   14,508 0 0
NEURONETICS INC COM 64131A105 1,452 45,292 SH   SOLE   45,292 0 0
UNITEDHEALTH GROUP INC COM 91324P102 4,082 15,344 SH   SOLE   15,344 0 0
UROVANT SCIENCES LTD COM G9381B108 1,902 158,463 SH   SOLE   158,463 0 0
VERRICA PHARMACEUTICALS INC COM 92511W108 1,249 76,885 SH   SOLE   76,885 0 0
VERTEX PHARMACEUTICALS INC COM 92532F100 2,438 12,650 SH   SOLE   12,650 0 0
VIEWRAY INC COM 92672L107 2,096 223,885 SH   SOLE   223,885 0 0