Q1 2017 Holdings
Filed 2017-05-11 | 132 holdings | $74.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Shire PLC | SPONSORED ADR | 82481R106 | $11.4K | 65,700 | 0.0% |
| Teva Pharmaceutical Inds LTD(TEVA) | ADR | 881624209 | $11.8K | 366,172 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $11.8K | 125,000 | 0.0% |
| Akorn Inc(AKRXEUR) | COM | 009728106 | $11.9K | 494,600 | 0.0% |
| Bard C R Inc(BCRUSD) | COM | 067383109 | $12.0K | 48,430 | 0.0% |
| Ligand Pharamceuticals Inc(LGND) | COM | 53220K504 | $12.5K | 118,540 | 0.0% |
| Walgreens Boots Alliance Inc(WBA) | COM | 931427108 | $13.3K | 160,409 | 0.0% |
| Hologic Inc(HOLX) | COM | 436440101 | $14.6K | 342,490 | 0.0% |
| Jazz Pharmaceuticals PLC(JAZZ) | SHS USD | G50871105 | $15.5K | 106,600 | 0.0% |
| Stryker Corp(SYK) | COM | 863667101 | $16.1K | 122,570 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM | 46120E602 | $16.8K | 21,925 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $16.9K | 98,944 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $18.0K | 405,500 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $18.3K | 110,460 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $19.5K | 242,500 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $19.7K | 290,428 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $20.3K | 123,940 | 0.0% |
| Centene Corp del(CNC) | COM | 15135B101 | $20.9K | 293,340 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $25.0K | 186,950 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $25.5K | 155,450 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $31.3K | 251,380 | 0.0% |
| Cerus Corp(CERS) | COM | 157085101 | $134.0K | 30,000 | 0.2% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $1.5M | 45,000 | 2.1% |
| Angiodynamics Inc(ANGO) | COM | 03475V101 | $1.8M | 101,700 | 2.4% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $2.6M | 45,000 | 3.5% |
| Coherus Biosciences Inc(CHRS) | COM | 19249H103 | $3.7M | 175,000 | 5.0% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $5.7M | 65,000 | 7.6% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $6.7M | 102,701 | 9.0% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $7.3M | 141,900 | 9.7% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $14.2M | 572,000 | 19.1% |
| Biogen Inc(BIIB) | COM | 09062X103 | $14.6M | 53,500 | 19.6% |
| Align Technology Inc(ALGN) | COM | 016255101 | $15.6M | 136,200 | 20.9% |