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 |
89BIO INC | COM | 282559103 | 10,311,000 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | ||
ABBVIE INC | COM | 00287Y109 | 7,424,800 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 | 9,076,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
AGILENT TECHNOLOGIES INC | COM | 00846U101 | 5,900,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
ALIGNMENT HEALTHCARE INC | COM | 01625V104 | 5,600,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
ALKERMES PLC | SHS | G01767105 | 2,861,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 17,934,950 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
ALTO NEUROSCIENCE INC | COM SHS | 02157Q109 | 880,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
ARCUS BIOSCIENCES INC | COM | 03969F109 | 2,442,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
ASTRAZENECA PLC | SPONSORED ADR | 046353108 | 13,976,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
ATYR PHARMA INC | COM NEW | 002120202 | 5,323,500 | 1,050,000 | SH | SOLE | 1,050,000 | 0 | 0 | ||
BAXTER INTL INC | COM | 071813109 | 7,570,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
BEAM THERAPEUTICS INC | COM | 07373V105 | 8,505,000 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
BIOHAVEN LTD | COM | G1110E107 | 4,233,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 59,075,500 | 550,000 | SH | SOLE | 550,000 | 0 | 0 | ||
BRIGHTSPRING HEALTH SVCS INC | COM | 10950A106 | 29,487,500 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
CARDINAL HEALTH INC | COM | 14149Y108 | 23,520,000 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
CATALYST PHARMACEUTICALS INC | COM | 14888U101 | 3,255,000 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
CHARLES RIV LABS INTL INC | COM | 159864107 | 17,448,950 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
COOPER COS INC | COM | 216648501 | 4,981,200 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
CRISPR THERAPEUTICS AG | NAMEN AKT | H17182108 | 4,864,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
CVS HEALTH CORP | COM | 126650100 | 17,245,000 | 250,000 | SH | SOLE | 250,000 | 0 | 0 | ||
CYTOKINETICS INC | COM NEW | 23282W605 | 16,520,000 | 500,000 | SH | Call | SOLE | 500,000 | 0 | 0 | |
CYTOKINETICS INC | COM NEW | 23282W605 | 33,040,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
DEXCOM INC | COM | 252131107 | 17,458,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
EDGEWISE THERAPEUTICS INC | COM | 28036F105 | 13,110,000 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 15,642,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
ELANCO ANIMAL HEALTH INC | COM | 28414H103 | 4,998,000 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
ELEVANCE HEALTH INC | COM | 036752103 | 23,337,600 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
ELI LILLY & CO | COM | 532457108 | 19,488,250 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
ENCOMPASS HEALTH CORP | COM | 29261A100 | 39,241,600 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||
EXACT SCIENCES CORP | COM | 30063P105 | 5,314,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
FRESENIUS MEDICAL CARE AG | SPONSORED ADR | 358029106 | 21,427,500 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 | 14,814,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
GLAUKOS CORP | COM | 377322102 | 5,164,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
HOLOGIC INC | COM | 436440101 | 8,145,000 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
INSMED INC | COM PAR $.01 | 457669307 | 161,024,000 | 1,600,000 | SH | SOLE | 1,600,000 | 0 | 0 | ||
INSPIRE MED SYS INC | COM | 457730109 | 9,083,900 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
IRHYTHM TECHNOLOGIES INC | COM | 450056106 | 6,158,400 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
JASPER THERAPEUTICS INC | COM NEW | 471871202 | 3,274,500 | 590,000 | SH | SOLE | 590,000 | 0 | 0 | ||
MCKESSON CORP | COM | 58155Q103 | 7,327,800 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
MEDTRONIC PLC | SHS | G5960L103 | 17,434,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
MINERALYS THERAPEUTICS INC | COM | 603170101 | 36,531,000 | 2,700,000 | SH | SOLE | 2,700,000 | 0 | 0 | ||
MOONLAKE IMMUNOTHERAPEUTICS | CLASS A ORD | 61559X104 | 9,440,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | 18,853,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
NOVARTIS AG | SPONSORED ADR | 66987V109 | 24,202,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
NURIX THERAPEUTICS INC | COM | 67080M103 | 3,530,900 | 310,000 | SH | SOLE | 310,000 | 0 | 0 | ||
ORIC PHARMACEUTICALS INC | COM | 68622P109 | 12,687,500 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
OSCAR HEALTH INC | CL A | 687793109 | 2,144,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
PENUMBRA INC | COM | 70975L107 | 10,265,200 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
PFIZER INC | COM | 717081103 | 16,968,000 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
PROTARA THERAPEUTICS INC | COM STK | 74365U107 | 4,242,000 | 1,400,000 | SH | SOLE | 1,400,000 | 0 | 0 | ||
QUEST DIAGNOSTICS INC | COM | 74834L100 | 26,944,500 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
RADNET INC | COM | 750491102 | 22,764,000 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
REGENERON PHARMACEUTICALS | COM | 75886F107 | 26,250,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
REGENXBIO INC | COM | 75901B107 | 5,747,000 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
REVOLUTION MEDICINES INC | COM | 76155X100 | 11,956,750 | 325,000 | SH | SOLE | 325,000 | 0 | 0 | ||
REZOLUTE INC | COM NEW | 76200L309 | 8,028,000 | 1,800,000 | SH | SOLE | 1,800,000 | 0 | 0 | ||
RHYTHM PHARMACEUTICALS INC | COM | 76243J105 | 7,582,800 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
ROIVANT SCIENCES LTD | SHS | G76279101 | 6,762,000 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
SANA BIOTECHNOLOGY INC | COM | 799566104 | 4,095,000 | 1,500,000 | SH | SOLE | 1,500,000 | 0 | 0 | ||
SCHOLAR ROCK HLDG CORP | COM | 80706P103 | 3,542,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
TARSUS PHARMACEUTICALS INC | COM | 87650L103 | 8,102,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
TENAX THERAPEUTICS INC | COM NEW | 88032L605 | 961,920 | 167,000 | SH | SOLE | 167,000 | 0 | 0 | ||
TENET HEALTHCARE CORP | COM NEW | 88033G407 | 48,400,000 | 275,000 | SH | SOLE | 275,000 | 0 | 0 | ||
TERNS PHARMACEUTICALS INC | COM | 880881107 | 2,611,000 | 700,000 | SH | SOLE | 700,000 | 0 | 0 | ||
ULTRAGENYX PHARMACEUTICAL IN | COM | 90400D108 | 3,636,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
UNIQURE NV | SHS | N90064101 | 18,819,000 | 1,350,000 | SH | SOLE | 1,350,000 | 0 | 0 | ||
VERA THERAPEUTICS INC | CL A | 92337R101 | 27,094,000 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
VERONA PHARMA PLC | SPONSORED ADS | 925050106 | 5,674,800 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
VIKING THERAPEUTICS INC | COM | 92686J106 | 5,300,000 | 200,000 | SH | Call | SOLE | 200,000 | 0 | 0 | |
WATERS CORP | COM | 941848103 | 5,235,600 | 15,000 | SH | SOLE | 15,000 | 0 | 0 |