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 |
| ABBVIE INC | COM | 00287Y109 | 33,850 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
| ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 | 38,374 | 632,189 | SH | SOLE | 632,189 | 0 | 0 | ||
| ADAPTHEALTH CORP | COMMON STOCK | 00653Q102 | 17,122 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
| ALIGN TECHNOLOGY INC | COM | 016255101 | 26,287 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| CATALENT INC | COM | 148806102 | 40,542 | 316,661 | SH | SOLE | 316,661 | 0 | 0 | ||
| CHARLES RIV LABS INTL INC | COM | 159864107 | 26,375 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| CONMED CORP | COM | 207410101 | 21,232 | 149,777 | SH | SOLE | 149,777 | 0 | 0 | ||
| DAVITA INC | COM | 23918K108 | 51,192 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| ENVISTA HOLDINGS CORPORATION | COM | 29415F104 | 47,764 | 1,060,000 | SH | SOLE | 1,060,000 | 0 | 0 | ||
| GUARDANT HEALTH INC | COM | 40131M109 | 44,034 | 440,255 | SH | SOLE | 440,255 | 0 | 0 | ||
| HOLOGIC INC | COM | 436440101 | 21,437 | 280,000 | SH | SOLE | 280,000 | 0 | 0 | ||
| HORIZON THERAPEUTICS PUB L | SHS | G46188101 | 25,590 | 237,470 | SH | SOLE | 237,470 | 0 | 0 | ||
| ICON PLC | SHS | G4705A100 | 34,067 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
| ICU MED INC | COM | 44930G107 | 27,177 | 114,506 | SH | SOLE | 114,506 | 0 | 0 | ||
| LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 15,711 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| MOLINA HEALTHCARE INC | COM | 60855R100 | 31,138 | 97,893 | SH | SOLE | 97,893 | 0 | 0 | ||
| NANOSTRING TECHNOLOGIES INC | COM | 63009R109 | 31,673 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| NEVRO CORP | COM | 64157F103 | 34,233 | 422,260 | SH | SOLE | 422,260 | 0 | 0 | ||
| ORION ACQUISITION CORP | UNIT 02/19/2026 | 68626A207 | 9,911 | 1,006,229 | SH | SOLE | 1,006,229 | 0 | 0 | ||
| SOMALOGIC INC | CLASS A COM | 83444K105 | 16,730 | 1,437,246 | SH | SOLE | 1,437,246 | 0 | 0 | ||
| STEREOTAXIS INC | COM NEW | 85916J409 | 11,326 | 1,826,728 | SH | SOLE | 1,826,728 | 0 | 0 | ||
| SURGERY PARTNERS INC | COM | 86881A100 | 29,039 | 543,696 | SH | SOLE | 543,696 | 0 | 0 | ||
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 16,014 | 24,000 | SH | SOLE | 24,000 | 0 | 0 | ||
| UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | 36,734 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 30,128 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||