Q4 2016 Holdings
Filed 2017-02-10 | 122 holdings | $43.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biogen Inc(BIIB) | COM | 09062X103 | $13.9M | 49,000 | 32.1% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $11.9M | 550,000 | 27.5% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $5.4M | 65,000 | 12.4% |
| Coherus Biosciences Inc(CHRS) | COM | 19249H103 | $4.9M | 175,000 | 11.4% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $1.9M | 45,000 | 4.3% |
| Angiodynamics Inc(ANGO) | COM | 03475V101 | $1.7M | 101,700 | 4.0% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $1.3M | 45,000 | 3.0% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $939.0K | 15,000 | 2.2% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $899.0K | 24,000 | 2.1% |
| Celgene Corp(CELG) | COM | 151020104 | $23.1K | 199,650 | 0.1% |
| Stryker Corp(SYK) | COM | 863667101 | $18.6K | 155,400 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $18.5K | 259,500 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $17.6K | 110,000 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $15.6K | 405,500 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $15.1K | 150,400 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $12.9K | 179,500 | 0.0% |
| Ligand Pharamceuticals Inc(LGND) | COM NEW | 53220K504 | $12.7K | 124,530 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $12.2K | 83,500 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $11.9K | 32,300 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $11.7K | 125,000 | 0.0% |
| Bard C R Inc(BCRUSD) | COM | 067383109 | $11.5K | 51,100 | 0.0% |
| Zimmer Biomet Hldgs Inc(ZBH) | COM | 98956P102 | $10.6K | 103,000 | 0.0% |
| Akorn Inc(AKRXEUR) | COM | 009728106 | $10.0K | 460,000 | 0.0% |
| Jazz Pharmaceuticals PLC(JAZZ) | SHS USD | G50871105 | $9.1K | 83,800 | 0.0% |
| Mylan N V | SHS EURO | N59465109 | $9.0K | 235,700 | 0.0% |
| Hologic Inc(HOLX) | COM | 436440101 | $8.8K | 219,600 | 0.0% |
| Centene Corp del(CNC) | COM | 15135B101 | $8.6K | 151,630 | 0.0% |
| Teva Pharmaceutical Inds LTD(TEVA) | ADR | 881624209 | $8.5K | 234,990 | 0.0% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $8.4K | 190,000 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $6.9K | 53,800 | 0.0% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $6.6K | 40,000 | 0.0% |
| Allergan PLC | SHS | G0177J108 | $6.2K | 29,400 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $6.0K | 49,400 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $6.0K | 81,000 | 0.0% |
| Danaher Corp del(DHR) | COM | 235851102 | $5.8K | 74,000 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $5.7K | 9,000 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $5.1K | 45,050 | 0.0% |
| Cigna Corporation | COM | 125509109 | $5.0K | 37,722 | 0.0% |
| Cerner Corp(CERNCHF) | COM | 156782104 | $4.7K | 98,500 | 0.0% |
| Ariad Pharmaceuticals Inc | COM | 04033A100 | $4.7K | 375,000 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $4.4K | 38,000 | 0.0% |
| Ionis Pharmaceuticals Inc(IONS) | COM | 462222100 | $4.4K | 91,000 | 0.0% |
| Shire PLC | SPONSORED ADR | 82481R106 | $4.1K | 24,000 | 0.0% |
| Mallinckrodt PUB LTD Co | SHS | G5785G107 | $4.0K | 80,800 | 0.0% |
| Cooper COS Inc | COM NEW | 216648402 | $3.5K | 20,000 | 0.0% |
| Express Scripts Hldg Co | COM | 30219G108 | $3.4K | 49,500 | 0.0% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $3.4K | 24,000 | 0.0% |
| Eagle Pharmaceuticals Inc(EGRX) | COM | 269796108 | $3.2K | 40,700 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $3.2K | 15,500 | 0.0% |
| Halozyme Therapeutics Inc(HALO) | COM | 40637H109 | $3.1K | 318,000 | 0.0% |