Q3 2017 Holdings
Filed 2017-11-13 | 131 holdings | $108.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Dexcom Inc(DXCM) | COM | 252131107 | $2.2K | 45,000 | 0.0% |
| Ultragenyx Pharmaceutical Inc(RARE) | COM | 90400D108 | $2.2K | 42,000 | 0.0% |
| Prothena Corp PLC(PRTA) | SHS | G72800108 | $2.4K | 37,400 | 0.0% |
| Seattle Genetics Inc | COM | 812578102 | $2.4K | 45,000 | 0.0% |
| Teleflex Inc(TFX) | COM | 879369106 | $2.5K | 10,200 | 0.0% |
| United Therapeutics Corp del(UTHR) | COM | 91307C102 | $2.5K | 21,600 | 0.0% |
| Nuvasive Inc(NUVAGBP) | COM | 670704105 | $2.6K | 46,204 | 0.0% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $2.8K | 18,000 | 0.0% |
| Alkermes PLC(ALKS) | SHS | G01767105 | $2.9K | 56,100 | 0.0% |
| Nektar Therapeutics(NKTREUR) | COM | 640268108 | $3.0K | 123,000 | 0.0% |
| Molina Healthcare Inc(MOH) | COM | 60855R100 | $3.0K | 43,500 | 0.0% |
| Ishares TR(IBB) | NASDQ BIOTEC ETF | 464287556 | $3.0K | 9,000 | 0.0% |
| Schein Henry Inc(HSIC) | COM | 806407102 | $3.1K | 38,000 | 0.0% |
| Express Scripts Hldg Co | COM | 30219G108 | $3.1K | 49,500 | 0.0% |
| Dentsply Sirona Inc(XRAY) | COM | 24906P109 | $3.3K | 54,500 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $3.4K | 56,000 | 0.0% |
| Bluebird BIO Inc | COM | 09609G100 | $3.4K | 25,100 | 0.0% |
| Resmed Inc(RMD) | COM | 761152107 | $3.6K | 47,000 | 0.0% |
| Perrigo Co PLC(PRGO) | SHS | G97822103 | $3.9K | 46,468 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $4.1K | 31,500 | 0.0% |
| Allergan PLC | SHS | G0177J108 | $4.2K | 20,500 | 0.0% |
| Eagle Pharmaceuticals Inc(EGRX) | COM | 269796108 | $4.9K | 81,550 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $4.9K | 25,808 | 0.0% |
| Genmark Diagnostics Inc(GNMK) | COM | 372309104 | $5.0K | 523,677 | 0.0% |
| Cerner Corp(CERNCHF) | COM | 156782104 | $5.3K | 74,500 | 0.0% |
| Mylan N V | SHS EURO | N59465109 | $5.7K | 181,200 | 0.0% |
| Cooper COS Inc | COM NEW | 216648402 | $5.7K | 24,000 | 0.0% |
| Horizon Pharma PLC | SHS | G4617B105 | $6.2K | 486,463 | 0.0% |
| Shire PLC | SPONSORED ADR | 82481R106 | $6.5K | 42,440 | 0.0% |
| Ligand Pharamceuticals Inc(LGND) | COM NEW | 53220K504 | $6.6K | 48,700 | 0.0% |
| Quintiles IMS Holding Inc | COM | 74876Y101 | $6.8K | 71,170 | 0.0% |
| Bard C R Inc(BCRUSD) | COM | 067383109 | $7.3K | 22,740 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $7.6K | 31,350 | 0.0% |
| Macrogenics Inc(MGNX) | COM | 556099109 | $8.0K | 433,299 | 0.0% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $8.3K | 54,680 | 0.0% |
| Mallinckrodt PUB LTD Co | SHS | G5785G107 | $8.6K | 229,983 | 0.0% |
| Cigna Corporation | COM | 125509109 | $8.9K | 47,650 | 0.0% |
| Integra Lifesciences Hldgs C(IART) | COM NEW | 457985208 | $8.9K | 176,850 | 0.0% |
| Aetna Inc New | COM | 00817Y108 | $9.0K | 56,700 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $9.1K | 59,800 | 0.0% |
| Tenet Healthcare Corp(THC) | COM NEW | 88033G407 | $10.1K | 616,796 | 0.0% |
| Teva Pharmaceutical Inds LTD(TEVA) | SPONSORED ADR | 881624209 | $10.2K | 581,940 | 0.0% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $10.8K | 55,000 | 0.0% |
| Zimmer Biomet Hldgs Inc(ZBH) | COM | 98956P102 | $10.9K | 93,000 | 0.0% |
| Livanova PLC(LIVN) | SHS | G5509L101 | $11.1K | 158,069 | 0.0% |
| Centene Corp del(CNC) | COM | 15135B101 | $11.5K | 118,930 | 0.0% |
| Stryker Corp(SYK) | COM | 863667101 | $12.0K | 84,300 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $12.1K | 86,000 | 0.0% |
| Hill ROM Hldgs Inc(HRC) | COM | 431475102 | $12.6K | 169,939 | 0.0% |
| Hologic Inc(HOLX) | COM | 436440101 | $13.3K | 363,101 | 0.0% |