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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ABBVIE INC | COM | 00287Y109 | 13,473,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
AKERO THERAPEUTICS INC | COM | 00973Y108 | 3,268,300 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | |||
ALKERMES PLC | SHS | G01767105 | 8,889,200 | 284,000 | SH | SOLE | 284,000 | 0 | 0 | |||
ALLOGENE THERAPEUTICS INC | COM | 019770106 | 2,047,640 | 412,000 | SH | SOLE | 412,000 | 0 | 0 | |||
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 9,876,880 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | |||
AMERISOURCEBERGEN CORP | COM | 03073E105 | 5,003,180 | 26,000 | SH | SOLE | 26,000 | 0 | 0 | |||
AMICUS THERAPEUTICS INC | COM | 03152W109 | 4,860,720 | 387,000 | SH | SOLE | 387,000 | 0 | 0 | |||
APELLIS PHARMACEUTICALS INC | COM | 03753U106 | 6,559,200 | 72,000 | SH | SOLE | 72,000 | 0 | 0 | |||
ARGENX SE | SPONSORED ADR | 04016X101 | 15,589,200 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | |||
BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 4,334,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
BIONTECH SE | SPONSORED ADS | 09075V102 | 3,885,480 | 36,000 | SH | SOLE | 36,000 | 0 | 0 | |||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 25,205,940 | 466,000 | SH | SOLE | 466,000 | 0 | 0 | |||
CENTENE CORP DEL | COM | 15135B101 | 13,490,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
COOPER COS INC | COM NEW | 216648402 | 19,938,360 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | |||
CRISPR THERAPEUTICS AG | NAMEN AKT | H17182108 | 5,614,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
CROSS CTRY HEALTHCARE INC | COM | 227483104 | 4,352,400 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | |||
CYTOKINETICS INC | COM NEW | 23282W605 | 21,203,000 | 650,000 | SH | SOLE | 650,000 | 0 | 0 | |||
DANAHER CORPORATION | COM | 235851102 | 12,000,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | |||
DENTSPLY SIRONA INC | COM | 24906P109 | 4,002,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | |||
DYNE THERAPEUTICS INC | COM | 26818M108 | 697,500 | 62,000 | SH | SOLE | 62,000 | 0 | 0 | |||
ELANCO ANIMAL HEALTH INC | COM | 28414H103 | 2,012,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
ELEVANCE HEALTH INC | COM | 036752103 | 13,328,700 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
ENCOMPASS HEALTH CORP | COM | 29261A100 | 14,896,200 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | |||
ENVISTA HOLDINGS CORPORATION | COM | 29415F104 | 5,076,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | |||
EXACT SCIENCES CORP | COM | 30063P105 | 8,263,200 | 88,000 | SH | SOLE | 88,000 | 0 | 0 | |||
GSK PLC | SPONSORED ADR | 37733W204 | 12,474,000 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | |||
GUARDANT HEALTH INC | COM | 40131M109 | 14,749,600 | 412,000 | SH | SOLE | 412,000 | 0 | 0 | |||
HCA HEALTHCARE INC | COM | 40412C101 | 12,139,200 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | |||
HOLOGIC INC | COM | 436440101 | 14,169,750 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | |||
INARI MED INC | COM | 45332Y109 | 9,011,700 | 155,000 | SH | SOLE | 155,000 | 0 | 0 | |||
INSPIRE MED SYS INC | COM | 457730109 | 33,437,920 | 103,000 | SH | SOLE | 103,000 | 0 | 0 | |||
INTELLIA THERAPEUTICS INC | COM | 45826J105 | 8,400,680 | 206,000 | SH | SOLE | 206,000 | 0 | 0 | |||
INTRA-CELLULAR THERAPIES INC | COM | 46116X101 | 8,991,440 | 142,000 | SH | SOLE | 142,000 | 0 | 0 | |||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 12,309,840 | 36,000 | SH | SOLE | 36,000 | 0 | 0 | |||
JOHNSON & JOHNSON | COM | 478160104 | 11,917,440 | 72,000 | SH | SOLE | 72,000 | 0 | 0 | |||
KEROS THERAPEUTICS INC | COM | 492327101 | 2,089,360 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | |||
KRYSTAL BIOTECH INC | COM | 501147102 | 7,278,800 | 62,000 | SH | SOLE | 62,000 | 0 | 0 | |||
LIFESTANCE HEALTH GROUP INC | COM | 53228F101 | 7,057,490 | 773,000 | SH | SOLE | 773,000 | 0 | 0 | |||
LILLY ELI & CO | COM | 532457108 | 14,069,400 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
LONGBOARD PHARMACEUTICALS IN | COM | 54300N103 | 4,389,320 | 598,000 | SH | SOLE | 598,000 | 0 | 0 | |||
MCKESSON CORP | COM | 58155Q103 | 30,766,320 | 72,000 | SH | SOLE | 72,000 | 0 | 0 | |||
MEDTRONIC PLC | SHS | G5960L103 | 7,048,000 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
MOONLAKE IMMUNOTHERAPEUTICS | CLASS A ORD | 61559X104 | 15,300,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | |||
NOVARTIS AG | SPONSORED ADR | 66987V109 | 10,393,730 | 103,000 | SH | SOLE | 103,000 | 0 | 0 | |||
NOVO-NORDISK A S | PUT | 670100955 | 40,457,500 | 250,000 | SH | Put | SOLE | 250,000 | 0 | 0 | ||
PENUMBRA INC | COM | 70975L107 | 10,321,800 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | |||
PRIVIA HEALTH GROUP INC | COM | 74276R102 | 5,222,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
PROTAGONIST THERAPEUTICS INC | COM | 74366E102 | 2,071,500 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | |||
PROTHENA CORP PLC | SHS | G72800108 | 3,550,560 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | |||
PTC THERAPEUTICS INC | COM | 69366J200 | 7,076,580 | 174,000 | SH | SOLE | 174,000 | 0 | 0 | |||
REATA PHARMACEUTICALS INC | CL A | 75615P103 | 12,235,200 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | |||
RELAY THERAPEUTICS INC | COM | 75943R102 | 8,792,000 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | |||
REPLIMUNE GROUP INC | COM | 76029N106 | 10,332,900 | 445,000 | SH | SOLE | 445,000 | 0 | 0 | |||
REVANCE THERAPEUTICS INC | COM | 761330109 | 6,327,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
REVOLUTION MEDICINES INC | COM | 76155X100 | 9,523,000 | 356,000 | SH | SOLE | 356,000 | 0 | 0 | |||
REVVITY INC | COM | 714046109 | 16,630,600 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | |||
SAGE THERAPEUTICS INC | COM | 78667J108 | 3,761,600 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | |||
SCHRODINGER INC | COM | 80810D103 | 13,228,800 | 265,000 | SH | SOLE | 265,000 | 0 | 0 | |||
SI-BONE INC | COM | 825704109 | 6,124,460 | 227,000 | SH | SOLE | 227,000 | 0 | 0 | |||
SUPERNUS PHARMACEUTICALS INC | COM | 868459108 | 2,254,500 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | |||
SURGERY PARTNERS INC | COM | 86881A100 | 11,247,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
TELADOC HEALTH INC | COM | 87918A105 | 5,064,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | |||
TENET HEALTHCARE CORP | COM NEW | 88033G407 | 18,880,160 | 232,000 | SH | SOLE | 232,000 | 0 | 0 | |||
TERNS PHARMACEUTICALS INC | COM | 880881107 | 1,575,000 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | |||
TEVA PHARMACEUTICAL INDS LTD | SPONSORED ADS | 881624209 | 7,530,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | |||
TG THERAPEUTICS INC | COM | 88322Q108 | 6,210,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | |||
THE CIGNA GROUP | COM | 125523100 | 50,508,000 | 180,000 | SH | SOLE | 180,000 | 0 | 0 | |||
UNIQURE NV | CALL | N90064901 | 2,292,000 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | ||
VENTYX BIOSCIENCES INC | COM | 92332V107 | 11,480,000 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | |||
VIKING THERAPEUTICS INC | COM | 92686J106 | 11,833,300 | 730,000 | SH | SOLE | 730,000 | 0 | 0 | |||
WALGREENS BOOTS ALLIANCE INC | CALL | 931427908 | 2,849,000 | 100,000 | SH | Call | SOLE | 100,000 | 0 | 0 | ||
ZENTALIS PHARMACEUTICALS INC | COM | 98943L107 | 12,694,500 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | |||
ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | 43,680,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 |