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 |
Agilent Technologies Inc | Cash Securities | 00846U101 | 4,434 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
AbbVie Inc | Cash Securities | 00287Y109 | 2,253 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
AmerisourceBergen Corp | Cash Securities | 03073E105 | 5,725 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
Abbott Laboratories | Cash Securities | 002824100 | 5,797 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
Argenx SE | Cash Securities | 04016X101 | 1,806 | 6,000 | SH | SOLE | 6,000 | 0 | 0 | ||
Avantor Inc | Cash Securities | 05352A100 | 8,878 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
Baxter International Inc | Cash Securities | 071813109 | 5,635 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
Biogen Inc | Cash Securities | 09062X103 | 6,925 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
BioMarin Pharmaceutical Inc | Cash Securities | 09061G101 | 4,589 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
Bristol-Myers Squibb Co | Cash Securities | 110122108 | 5,680 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
Bruker Corp | Cash Securities | 116794108 | 7,218 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
Boston Scientific Corp | Cash Securities | 101137107 | 8,124 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
Cardinal Health Inc | Cash Securities | 14149Y108 | 3,711 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
Centene Corp | Cash Securities | 15135B101 | 10,210 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
Charles River Laboratories In | Cash Securities | 159864107 | 9,248 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
Catalent Inc | Cash Securities | 148806102 | 7,568 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
Danaher Corp | Cash Securities | 235851102 | 8,051 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
Eargo Inc | Cash Securities | 270087109 | 870 | 21,787 | SH | SOLE | 21,787 | 0 | 0 | ||
Encompass Health Corp | Cash Securities | 29261A100 | 5,462 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
Globus Medical Inc | Cash Securities | 379577208 | 4,264 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
HCA Healthcare Inc | Cash Securities | 40412C101 | 6,202 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
Hologic Inc | Cash Securities | 436440101 | 3,336 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
Hill-Rom Holdings Inc | Cash Securities | 431475102 | 3,976 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
Humana Inc | Cash Securities | 444859102 | 11,068 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
Illumina Inc | Cash Securities | 452327109 | 3,786 | 8,000 | SH | SOLE | 8,000 | 0 | 0 | ||
IQVIA Holdings Inc | Cash Securities | 46266C105 | 8,481 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
Johnson & Johnson | Cash Securities | 478160104 | 9,061 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
Laboratory Corp of America Ho | Cash Securities | 50540R409 | 6,896 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
Eli Lilly & Co | Cash Securities | 532457108 | 9,181 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
McKesson Corp | Cash Securities | 58155Q103 | 7,650 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
Medtronic PLC | Cash Securities | G5960L103 | 9,930 | 80,000 | SH | SOLE | 80,000 | 0 | 0 | ||
Molina Healthcare Inc | Cash Securities | 60855R100 | 10,122 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
Merck & Co Inc | Cash Securities | 58933Y105 | 4,666 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
Mirati Therapeutics Inc | Cash Securities | 60468T105 | 2,423 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
QIAGEN NV | Cash Securities | N72482123 | 2,177 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
Sana Biotechnology Inc | Cash Securities | 799566104 | 1,247 | 63,446 | SH | SOLE | 63,446 | 0 | 0 | ||
Select Medical Holdings Corp | Cash Securities | 81619Q105 | 2,113 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
Seagen Inc | Cash Securities | 81181C104 | 3,158 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
Sanofi | Cash Securities | 80105N105 | 3,160 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
SPDR S&P 500 ETF Trust | Cash Securities | 78462F953 | 214,030 | 5,000 | SH | Put | SOLE | 5,000 | 0 | 0 | |
Sarepta Therapeutics Inc | Cash Securities | 803607100 | 1,944 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
Stryker Corp | Cash Securities | 863667101 | 6,493 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
Tenet Healthcare Corp | Cash Securities | 88033G407 | 10,049 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
Turning Point Therapeutics In | Cash Securities | 90041T108 | 2,341 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
Universal Health Services Inc | Cash Securities | 913903100 | 10,982 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
UnitedHealth Group Inc | Cash Securities | 91324P102 | 11,012 | 27,500 | SH | SOLE | 27,500 | 0 | 0 | ||
Waters Corp | Cash Securities | 941848103 | 6,912 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
SPDR S&P Biotech ETF | Cash Securities | 78464A870 | 13,540 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
Zimmer Biomet Holdings Inc | Cash Securities | 98956P102 | 9,649 | 60,000 | SH | SOLE | 60,000 | 0 | 0 |