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 |
| 1LIFE HEALTHCARE INC | COM | 68269G107 | 5,728 | 730,582 | SH | SOLE | 730,582 | 0 | 0 | ||
| ACLARIS THERAPEUTICS INC | COM | 00461U105 | 3,992 | 285,971 | SH | SOLE | 285,971 | 0 | 0 | ||
| AGILON HEALTH INC | COM | 00857U107 | 5,035 | 230,655 | SH | SOLE | 230,655 | 0 | 0 | ||
| AKERO THERAPEUTICS INC | COM | 00973Y108 | 2,722 | 288,058 | SH | SOLE | 288,058 | 0 | 0 | ||
| ALKERMES PLC | SHS | G01767105 | 7,804 | 261,966 | SH | SOLE | 261,966 | 0 | 0 | ||
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | 6,850 | 46,966 | SH | SOLE | 46,966 | 0 | 0 | ||
| AMICUS THERAPEUTICS INC | COM | 03152W109 | 7,566 | 704,490 | SH | SOLE | 704,490 | 0 | 0 | ||
| APELLIS PHARMACEUTICALS INC | COM | 03753U106 | 4,484 | 99,150 | SH | SOLE | 99,150 | 0 | 0 | ||
| ARCTURUS THERAPEUTICS HLDGS | COM | 03969T109 | 2,464 | 156,553 | SH | SOLE | 156,553 | 0 | 0 | ||
| ASTRAZENECA PLC | SPONSORED ADR | 046353108 | 15,515 | 234,830 | SH | SOLE | 234,830 | 0 | 0 | ||
| ATARA BIOTHERAPEUTICS INC | COM | 046513107 | 1,626 | 208,738 | SH | SOLE | 208,738 | 0 | 0 | ||
| BIOMARIN PHARMACEUTICAL INC | COM | 09061G101 | 10,465 | 126,286 | SH | SOLE | 126,286 | 0 | 0 | ||
| BLUEPRINT MEDICINES CORP | COM | 09627Y109 | 6,566 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
| CENTENE CORP DEL | COM | 15135B101 | 29,614 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| CHEMOCENTRYX INC | COM | 16383L106 | 14,224 | 574,029 | SH | SOLE | 574,029 | 0 | 0 | ||
| CINCOR PHARMA INC | COM | 17240Y109 | 787 | 41,748 | SH | SOLE | 41,748 | 0 | 0 | ||
| CRISPR THERAPEUTICS AG | NAMEN AKT | H17182108 | 4,862 | 80,010 | SH | SOLE | 80,010 | 0 | 0 | ||
| CVS HEALTH CORP | COM | 126650100 | 13,056 | 140,898 | SH | SOLE | 140,898 | 0 | 0 | ||
| CYTOKINETICS INC | COM NEW | 23282W605 | 20,627 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | ||
| DAVITA INC | COM | 23918K108 | 4,173 | 52,184 | SH | SOLE | 52,184 | 0 | 0 | ||
| DEXCOM INC | COM | 252131107 | 12,446 | 166,991 | SH | SOLE | 166,991 | 0 | 0 | ||
| ELEVANCE HEALTH INC | COM | 036752103 | 32,738 | 67,840 | SH | SOLE | 67,840 | 0 | 0 | ||
| ENVISTA HOLDINGS CORPORATION | COM | 29415F104 | 14,883 | 386,165 | SH | SOLE | 386,165 | 0 | 0 | ||
| FORMA THERAPEUTICS HLDGS INC | SHS | 34633R104 | 896 | 130,051 | SH | SOLE | 130,051 | 0 | 0 | ||
| GUARDANT HEALTH INC | COM | 40131M109 | 15,543 | 385,291 | SH | SOLE | 385,291 | 0 | 0 | ||
| HERON THERAPEUTICS INC | COM | 427746102 | 2,790 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| ICON PLC | SHS | G4705A100 | 6,785 | 31,311 | SH | SOLE | 31,311 | 0 | 0 | ||
| INSMED INC | COM PAR $.01 | 457669307 | 2,058 | 104,369 | SH | SOLE | 104,369 | 0 | 0 | ||
| INTELLIA THERAPEUTICS INC | COM | 45826J105 | 4,322 | 83,495 | SH | SOLE | 83,495 | 0 | 0 | ||
| INTRA-CELLULAR THERAPIES INC | COM | 46116X101 | 4,468 | 78,277 | SH | SOLE | 78,277 | 0 | 0 | ||
| IRHYTHM TECHNOLOGIES INC | COM | 450056106 | 6,201 | 57,403 | SH | SOLE | 57,403 | 0 | 0 | ||
| ITEOS THERAPEUTICS INC | COM | 46565G104 | 3,225 | 156,553 | SH | SOLE | 156,553 | 0 | 0 | ||
| JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | 3,257 | 20,874 | SH | SOLE | 20,874 | 0 | 0 | ||
| KINIKSA PHARMACEUTICALS LTD | COM CL A | G5269C101 | 2,276 | 234,830 | SH | SOLE | 234,830 | 0 | 0 | ||
| KRYSTAL BIOTECH INC | COM | 501147102 | 3,426 | 52,184 | SH | SOLE | 52,184 | 0 | 0 | ||
| KURA ONCOLOGY INC | COM | 50127T109 | 8,456 | 461,310 | SH | SOLE | 461,310 | 0 | 0 | ||
| LEXICON PHARMACEUTICALS INC | COM NEW | 528872302 | 558 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| LIFESTANCE HEALTH GROUP INC | COM | 53228F101 | 2,089 | 375,728 | SH | SOLE | 375,728 | 0 | 0 | ||
| LILLY ELI & CO | COM | 532457108 | 23,688 | 73,059 | SH | SOLE | 73,059 | 0 | 0 | ||
| LONGBOARD PHARMACEUTICALS IN | COM | 54300N103 | 177 | 57,335 | SH | SOLE | 57,335 | 0 | 0 | ||
| MAGENTA THERAPEUTICS INC | COM | 55910K108 | 394 | 328,269 | SH | SOLE | 328,269 | 0 | 0 | ||
| MCKESSON CORP | COM | 58155Q103 | 13,619 | 41,748 | SH | SOLE | 41,748 | 0 | 0 | ||
| MERCK & CO INC | COM | 58933Y105 | 9,515 | 104,369 | SH | SOLE | 104,369 | 0 | 0 | ||
| MIRUM PHARMACEUTICALS INC | COM | 604749101 | 3,453 | 177,427 | SH | SOLE | 177,427 | 0 | 0 | ||
| MODERNA INC | COM | 60770K107 | 5,714 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
| NANOSTRING TECHNOLOGIES INC | COM | 63009R109 | 2,394 | 188,500 | SH | SOLE | 188,500 | 0 | 0 | ||
| NEVRO CORP | COM | 64157F103 | 3,431 | 78,277 | SH | SOLE | 78,277 | 0 | 0 | ||
| PERKINELMER INC | COM | 714046109 | 9,648 | 67,840 | SH | SOLE | 67,840 | 0 | 0 | ||
| PERRIGO CO PLC | SHS | G97822103 | 7,410 | 182,645 | SH | SOLE | 182,645 | 0 | 0 | ||
| PTC THERAPEUTICS INC | COM | 69366J200 | 4,193 | 104,656 | SH | SOLE | 104,656 | 0 | 0 | ||
| REATA PHARMACEUTICALS INC | CL A | 75615P103 | 3,172 | 104,369 | SH | SOLE | 104,369 | 0 | 0 | ||
| RELAY THERAPEUTICS INC | COM | 75943R102 | 7,307 | 436,262 | SH | SOLE | 436,262 | 0 | 0 | ||
| REPLIMUNE GROUP INC | COM | 76029N106 | 3,832 | 219,194 | SH | SOLE | 219,194 | 0 | 0 | ||
| SAGE THERAPEUTICS INC | COM | 78667J108 | 13,316 | 412,257 | SH | SOLE | 412,257 | 0 | 0 | ||
| SANOFI | SPONSORED ADR | 80105N105 | 17,511 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| SEAGEN INC | COM | 81181C104 | 5,540 | 31,311 | SH | SOLE | 31,311 | 0 | 0 | ||
| SHOCKWAVE MED INC | COM | 82489T104 | 8,978 | 46,966 | SH | SOLE | 46,966 | 0 | 0 | ||
| SI-BONE INC | COM | 825704109 | 2,077 | 157,317 | SH | SOLE | 157,317 | 0 | 0 | ||
| TELADOC HEALTH INC | COM | 87918A105 | 4,130 | 124,369 | SH | SOLE | 124,369 | 0 | 0 | ||
| TENET HEALTHCARE CORP | COM NEW | 88033G407 | 13,165 | 250,485 | SH | SOLE | 250,485 | 0 | 0 | ||
| UNIQURE NV | SHS | N90064101 | 6,582 | 353,106 | SH | SOLE | 353,106 | 0 | 0 | ||
| XENON PHARMACEUTICALS INC | COM | 98420N105 | 2,959 | 97,281 | SH | SOLE | 97,281 | 0 | 0 | ||
| ZAI LAB LTD | ADR | 98887Q104 | 5,429 | 156,554 | SH | SOLE | 156,554 | 0 | 0 | ||
| ZENTALIS PHARMACEUTICALS INC | COM | 98943L107 | 9,561 | 340,243 | SH | SOLE | 340,243 | 0 | 0 | ||
| ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | 4,386 | 41,748 | SH | SOLE | 41,748 | 0 | 0 | ||