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 |
4D MOLECULAR THERAPEUTICS IN | COM | 35104E100 | 7,597,500 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
ABBVIE INC | COM | 00287Y109 | 26,344,900 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
ACADIA PHARMACEUTICALS INC | COM | 004225108 | 4,070,300 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
AGILON HEALTH INC | COM | 00857U107 | 4,078,750 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
ALIGN TECHNOLOGY INC | COM | 016255101 | 8,220,000 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
ALKERMES PLC | SHS | G01767105 | 6,907,260 | 249,000 | SH | SOLE | 249,000 | 0 | 0 | ||
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 8,613,450 | 45,000 | SH | SOLE | 45,000 | 0 | 0 | ||
ARCELLX INC | COMMON STOCK | 03940C100 | 8,880,000 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
ARVINAS INC | COM | 04335A105 | 7,203,000 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
AVANTOR INC | COM | 05352A100 | 4,566,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
BLUEPRINT MEDICINES CORP | COM | 09627Y109 | 12,913,600 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 21,678,750 | 375,000 | SH | SOLE | 375,000 | 0 | 0 | ||
BRUKER CORP | COM | 116794108 | 7,348,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
CABALETTA BIO INC | COM | 12674W109 | 11,804,000 | 520,000 | SH | SOLE | 520,000 | 0 | 0 | ||
CENCORA INC | COM | 03073E105 | 14,376,600 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
CENTENE CORP DEL | COM | 15135B101 | 9,647,300 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
CHARLES RIV LABS INTL INC | COM | 159864107 | 15,366,000 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
COOPER COS INC | COM NEW | 216648402 | 13,245,400 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
CRINETICS PHARMACEUTICALS IN | COM | 22663K107 | 7,116,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
CYTOKINETICS INC | COM NEW | 23282W605 | 16,698,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
CYTOKINETICS INC | COM NEW | 23282W605 | 8,349,000 | 100,000 | SH | Put | SOLE | 100,000 | 0 | 0 | |
CYTOKINETICS INC | COM NEW | 23282W605 | 33,396,000 | 400,000 | SH | Call | SOLE | 400,000 | 0 | 0 | |
DEXCOM INC | COM | 252131107 | 15,511,250 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
ELANCO ANIMAL HEALTH INC | COM | 28414H103 | 7,450,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
ELEVANCE HEALTH INC | COM | 036752103 | 9,431,200 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
ELI LILLY & CO | COM | 532457108 | 16,321,760 | 28,000 | SH | SOLE | 28,000 | 0 | 0 | ||
ENCOMPASS HEALTH CORP | COM | 29261A100 | 16,680,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
EVOLENT HEALTH INC | CL A | 30050B101 | 8,257,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
FATE THERAPEUTICS INC | COM | 31189P102 | 3,366,000 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
HOLOGIC INC | COM | 436440101 | 7,145,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
ICON PLC | SHS | G4705A100 | 9,907,450 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
ILLUMINA INC | COM | 452327109 | 6,962,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
INARI MED INC | COM | 45332Y109 | 6,492,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
INSMED INC | COM PAR $.01 | 457669307 | 10,846,500 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
INSPIRE MED SYS INC | COM | 457730109 | 12,205,800 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
INTRA-CELLULAR THERAPIES INC | COM | 46116X101 | 12,533,500 | 175,000 | SH | SOLE | 175,000 | 0 | 0 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 13,494,400 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
KRYSTAL BIOTECH INC | COM | 501147102 | 10,545,100 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
LABORATORY CORP AMER HLDGS | COM NEW | 50540R409 | 11,364,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
LONGBOARD PHARMACEUTICALS IN | COM | 54300N103 | 5,427,000 | 900,000 | SH | SOLE | 900,000 | 0 | 0 | ||
MACROGENICS INC | COM | 556099109 | 4,329,000 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
MEDTRONIC PLC | SHS | G5960L103 | 9,885,600 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
MOONLAKE IMMUNOTHERAPEUTICS | CLASS A ORD | 61559X104 | 13,285,800 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
NATERA INC | COM | 632307104 | 14,094,000 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 11,858,400 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
NOVARTIS AG | SPONSORED ADR | 66987V109 | 22,718,250 | 225,000 | SH | SOLE | 225,000 | 0 | 0 | ||
ORGANON & CO | COMMON STOCK | 68622V106 | 2,163,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
PATTERSON COS INC | COM | 703395103 | 2,845,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
PENUMBRA INC | COM | 70975L107 | 10,061,600 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
REGENERON PHARMACEUTICALS | COM | 75886F107 | 21,957,250 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
REGENXBIO INC | COM | 75901B107 | 5,833,750 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
RELAY THERAPEUTICS INC | COM | 75943R102 | 6,606,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
REPLIGEN CORP | COM | 759916109 | 9,889,000 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
REVANCE THERAPEUTICS INC | COM | 761330109 | 3,955,500 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
REVOLUTION MEDICINES INC | COM | 76155X100 | 5,736,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
SAGE THERAPEUTICS INC | COM | 78667J108 | 4,334,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
SANOFI | SPONSORED ADR | 80105N105 | 19,892,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
SCHOLAR ROCK HLDG CORP | COM | 80706P103 | 1,880,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
SI-BONE INC | COM | 825704109 | 6,611,850 | 315,000 | SH | SOLE | 315,000 | 0 | 0 | ||
TARSUS PHARMACEUTICALS INC | COM | 87650L103 | 2,025,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
TELADOC HEALTH INC | COM | 87918A105 | 2,155,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
TELEFLEX INCORPORATED | COM | 879369106 | 17,453,800 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
TENET HEALTHCARE CORP | COM NEW | 88033G407 | 26,449,500 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
UNIVERSAL HLTH SVCS INC | CL B | 913903100 | 10,670,800 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
VENTYX BIOSCIENCES INC | COM | 92332V107 | 1,235,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
VIKING THERAPEUTICS INC | COM | 92686J106 | 9,305,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 28,721,000 | 1,100,000 | SH | SOLE | 1,100,000 | 0 | 0 | ||
ZENTALIS PHARMACEUTICALS INC | COM | 98943L107 | 3,787,500 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | 12,170,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 |