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EXELIXIS INC COM 30161Q104 1849 94000 SH DFND 1 0 0 94000 FIBROGEN INC COM 31572Q808 1481 32000 SH DFND 1 0 0 32000 FITBIT INC CL A 33812L102 15998 3218884 SH DFND 1 0 0 3218884 GENMARK DIAGNOSTICS INC COM 372309104 9718 1999540 SH DFND 1 0 0 1999540 GILEAD SCIENCES INC COM 375558103 7694 123000 SH DFND 1 0 0 123000 GLOBUS MED INC CL A 379577208 6623 153031 SH DFND 1 0 0 153031 GUARDANT HEALTH INC COM 40131M109 4102 109117 SH DFND 1 0 0 109117 GW PHARMACEUTICALS PLC ADS 36197T103 626 6429 SH DFND 1 0 0 6429 HCA HEALTHCARE INC COM 40412C101 5853 47034 SH DFND 1 0 0 47034 HEALTHCARE SVCS GRP INC COM 421906108 603 15000 SH DFND 1 0 0 15000 SCHEIN HENRY INC COM 806407102 4033 51368 SH DFND 1 0 0 51368 HILL ROM HLDGS INC COM 431475102 18153 205008 SH DFND 1 0 0 205008 HMS HLDGS CORP COM 40425J101 6099 216817 SH DFND 1 0 0 216817 HOLOGIC INC COM 436440101 3699 90000 SH DFND 1 0 0 90000 HORIZON PHARMA PLC SHS G4617B105 3292 168500 SH DFND 1 0 0 168500 HUMANA INC COM 444859102 22535 78660 SH DFND 1 0 0 78660 HUTCHISON CHINA MEDITECH LTD SPONSORED ADR 44842L103 10164 440169 SH DFND 1 0 0 440169 IDEXX LABS INC COM 45168D104 4522 24307 SH DFND 1 0 0 24307 ILLUMINA INC COM 452327109 75550 251893 SH DFND 1 0 0 251893 INCYTE CORP COM 45337C102 3730 58650 SH DFND 1 0 0 58650 INOGEN INC COM 45780L104 4134 33292 SH DFND 1 0 0 33292 INSMED INC COM PAR $.01 457669307 10616 809146 SH DFND 1 0 0 809146 INSPIRE MED SYS INC COM 457730109 3913 92616 SH DFND 1 0 0 92616 INSULET CORP COM 45784P101 1428 18000 SH DFND 1 0 0 18000 INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208 6575 145779 SH DFND 1 0 0 145779 INTELLIA THERAPEUTICS INC COM 45826J105 216 15834 SH DFND 1 0 0 15834 INTERCEPT PHARMACEUTICALS IN COM 45845P108 2333 23148 SH DFND 1 0 0 23148 INTERSECT ENT INC COM 46071F103 6691 237444 SH DFND 1 0 0 237444 INTRA CELLULAR THERAPIES INC COM 46116X101 599 52600 SH DFND 1 0 0 52600 INTUITIVE SURGICAL INC COM NEW 46120E602 66473 138797 SH DFND 1 0 0 138797 IONIS PHARMACEUTICALS INC COM 462222100 20683 382588 SH DFND 1 0 0 382588 IOVANCE BIOTHERAPEUTICS INC COM 462260100 142 16000 SH DFND 1 0 0 16000 IRHYTHM TECHNOLOGIES INC COM 450056106 5822 83792 SH DFND 1 0 0 83792 IRONWOOD PHARMACEUTICALS INC COM CL A 46333X108 793 76500 SH DFND 1 0 0 76500 ISHARES TR NASDAQ BIOTECH CALL 464287906 70000 200 SH DFND 1 0 0 200 JAZZ PHARMACEUTICALS PLC SHS USD G50871105 32310 260648 SH DFND 1 0 0 260648 JOHNSON & JOHNSON COM 478160104 2581 20000 SH DFND 1 0 0 20000 LABORATORY CORP AMER HLDGS COM NEW 50540R409 821 6500 SH DFND 1 0 0 6500 LIGAND PHARMACEUTICALS INC COM NEW 53220K504 3239 23870 SH DFND 1 0 0 23870 LIVANOVA PLC SHS G5509L101 11663 127510 SH DFND 1 0 0 127510 LOXO ONCOLOGY INC COM 548862101 1205 8600 SH DFND 1 0 0 8600 MACROGENICS INC COM 556099109 13551 1066993 SH DFND 1 0 0 1066993 MASIMO CORP COM 574795100 2446 22780 SH DFND 1 0 0 22780 MATERIALISE NV SPONSORED ADS 57667T100 4310 215192 SH DFND 1 0 0 215192 MCKESSON CORP COM 58155Q103 760 6879 SH DFND 1 0 0 6879 MEDIDATA SOLUTIONS INC COM 58471A105 3318 49211 SH DFND 1 0 0 49211 MEDTRONIC PLC SHS G5960L103 45157 496446 SH DFND 1 0 0 496446 MERCK & CO INC COM 58933Y105 1146 15000 SH DFND 1 0 0 15000 MIRATI THERAPEUTICS INC COM 60468T105 1018 24000 SH DFND 1 0 0 24000 MOLINA HEALTHCARE INC COM 60855R100 6437 55384 SH DFND 1 0 0 55384 MYLAN N V SHS EURO N59465109 5396 196950 SH DFND 1 0 0 196950 MYRIAD GENETICS INC COM 62855J104 927 31900 SH DFND 1 0 0 31900 NEKTAR THERAPEUTICS COM 640268108 8586 261210 SH DFND 1 0 0 261210 NEUROCRINE BIOSCIENCES INC COM 64125C109 2860 40050 SH DFND 1 0 0 40050 NEURONETICS INC COM 64131A105 3200 165400 SH DFND 1 0 0 165400 NEVRO CORP COM 64157F103 3167 81438 SH DFND 1 0 0 81438 OMNICELL INC COM 68213N109 6616 108042 SH DFND 1 0 0 108042 OXFORD IMMUNOTEC GLOBAL PLC ORD SHS G6855A103 3918 306606 SH DFND 1 0 0 306606 PENUMBRA INC COM 70975L107 2939 24050 SH DFND 1 0 0 24050 PORTOLA PHARMACEUTICALS INC COM 737010108 501 25650 SH DFND 1 0 0 25650 PRA HEALTH SCIENCES INC COM 69354M108 13086 142300 SH DFND 1 0 0 142300 PREMIER INC CL A 74051N102 500 13400 SH DFND 1 0 0 13400 PTC THERAPEUTICS INC COM 69366J200 745 21700 SH DFND 1 0 0 21700 QIAGEN NV SHS NEW N72482123 14996 435299 SH DFND 1 0 0 435299 QUANTERIX CORP COM 74766Q101 5235 285907 SH DFND 1 0 0 285907 QUIDEL CORP COM 74838J101 6103 125000 SH DFND 1 0 0 125000 QUOTIENT LTD SHS G73268107 5102 833619 SH DFND 1 0 0 833619 REGENERON PHARMACEUTICALS COM 75886F107 5677 15200 SH DFND 1 0 0 15200 REGENXBIO INC COM 75901B107 977 23300 SH DFND 1 0 0 23300 RESMED INC COM 761152107 6307 55392 SH DFND 1 0 0 55392 SAGE THERAPEUTICS INC COM 78667J108 1015 10600 SH DFND 1 0 0 10600 SAREPTA THERAPEUTICS INC COM 803607100 1386 12700 SH DFND 1 0 0 12700 SEATTLE GENETICS INC COM 812578102 1983 35000 SH DFND 1 0 0 35000 STRYKER CORP COM 863667101 23643 150834 SH DFND 1 0 0 150834 SUPERNUS PHARMACEUTICALS INC COM 868459108 11464 345100 SH DFND 1 0 0 345100 TABULA RASA HEALTHCARE INC COM 873379101 5602 87857 SH DFND 1 0 0 87857 TANDEM DIABETES CARE INC COM NEW 875372203 3769 99253 SH DFND 1 0 0 99253 TELADOC HEALTH INC COM 87918A105 53230 1073839 SH DFND 1 0 0 1073839 TELEFLEX INC COM 879369106 5104 19748 SH DFND 1 0 0 19748 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 881624209 925 60000 SH DFND 1 0 0 60000 THERMO FISHER SCIENTIFIC INC COM 883556102 8211 36692 SH DFND 1 0 0 36692 ULTRAGENYX PHARMACEUTICAL INC COM 90400D108 965 22200 SH DFND 1 0 0 22200 UNITEDHEALTH GROUP INC COM 91324P102 33092 132836 SH DFND 1 0 0 132836 UNIQURE NV SHS N90064101 288 10000 SH DFND 1 0 0 10000 VARIAN MED SYS INC COM 92220P105 354 3122 SH DFND 1 0 0 3122 VEEVA SYS INC CL A COM 922475108 3402 38092 SH DFND 1 0 0 38092 VERTEX PHARMACEUTICALS INC COM 92532F100 19007 114700 SH DFND 1 0 0 114700 VOCERA COMMUNICATONS INC COM 92857F107 1297 32950 SH DFND 1 0 0 32950 VOYAGER THERAPEUTICS INC COM 92915B106 262 27900 SH DFND 1 0 0 27900 WALGREENS BOOTS ALLIANCE INC COM 931427108 15224 222802 SH DFND 1 0 0 222802 WELLCARE HEALTH PLANS INC COM 94946T106 19644 83204 SH DFND 1 0 0 83204 WRIGHT MED GROUP NV ORD SHS 0.03 PAR N96617118 18458 678114 SH DFND 1 0 0 678114 ZIMMER BIOMET HLDGS INC COM 98956P102 9553 92104 SH DFND 1 0 0 92104