Q4 2017 Holdings
Filed 2018-02-14 | 134 holdings | $99.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Align Technology Inc(ALGN) | COM | 016255101 | $38.6M | 173,596 | 38.7% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $17.3M | 696,000 | 17.3% |
| Biogen Inc(BIIB) | COM | 09062X103 | $16.7M | 52,300 | 16.7% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $10.1M | 103,650 | 10.2% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $4.0M | 45,050 | 4.0% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $2.8M | 22,100 | 2.8% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $2.3M | 40,900 | 2.3% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $1.9M | 19,500 | 1.9% |
| Angiodynamics Inc(ANGO) | COM | 03475V101 | $1.7M | 101,700 | 1.7% |
| Coherus Biosciences Inc(CHRS) | COM | 19249H103 | $1.3M | 150,000 | 1.3% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $1.1M | 35,050 | 1.1% |
| Cellectis S A(CLLS) | SPONSORED ADS | 15117K103 | $710.0K | 24,350 | 0.7% |
| Acadia Healthcare Company in(ACHC) | COM | 00404A109 | $326.0K | 10,000 | 0.3% |
| Celgene Corp(CELG) | COM | 151020104 | $42.2K | 404,265 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $40.8K | 181,243 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $35.1K | 96,131 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $32.7K | 149,873 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $31.5K | 142,910 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $30.2K | 530,000 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $21.9K | 231,576 | 0.0% |
| Walgreens Boots Alliance Inc(WBA) | COM | 931427108 | $21.5K | 296,560 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $21.2K | 188,200 | 0.0% |
| Jazz Pharmaceuticals PLC(JAZZ) | SHS USD | G50871105 | $20.9K | 155,582 | 0.0% |
| Hologic Inc(HOLX) | COM | 436440101 | $20.7K | 483,894 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $20.4K | 241,262 | 0.0% |
| Amerisourcebergen Corp(COR) | COM | 03073E105 | $19.4K | 210,941 | 0.0% |
| Danaher Corp del(DHR) | COM | 235851102 | $18.8K | 202,000 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $17.5K | 217,000 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $15.6K | 130,770 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $15.3K | 266,740 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $14.4K | 96,210 | 0.0% |
| Hill ROM Hldgs Inc(HRC) | COM | 431475102 | $14.3K | 169,939 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $14.2K | 81,750 | 0.0% |
| Stryker Corp(SYK) | COM | 863667101 | $14.1K | 91,300 | 0.0% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $14.0K | 216,000 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $13.0K | 181,100 | 0.0% |
| Ionis Pharmaceuticals Inc(IONS) | COM | 462222100 | $12.9K | 256,706 | 0.0% |
| Teva Pharmaceutical Inds LTD(TEVA) | SPONSORED ADR | 881624209 | $12.7K | 671,940 | 0.0% |
| Wright MED Group NV | ORD SHS 0.03 PAR | N96617118 | $12.0K | 541,801 | 0.0% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $11.8K | 55,000 | 0.0% |
| Livanova PLC(LIVN) | SHS | G5509L101 | $11.8K | 147,269 | 0.0% |
| Cigna Corporation | COM | 125509109 | $11.7K | 57,650 | 0.0% |
| Centene Corp del(CNC) | COM | 15135B101 | $11.6K | 115,390 | 0.0% |
| Horizon Pharma PLC | SHS | G4617B105 | $11.6K | 794,062 | 0.0% |
| Macrogenics Inc(MGNX) | COM | 556099109 | $10.7K | 564,401 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $10.5K | 27,800 | 0.0% |
| Zimmer Biomet Hldgs Inc(ZBH) | COM | 98956P102 | $10.0K | 83,000 | 0.0% |
| Mylan N V | SHS EURO | N59465109 | $10.0K | 236,300 | 0.0% |
| Supernus Pharmaceuticals Inc(SUPN) | COM | 868459108 | $9.6K | 240,400 | 0.0% |
| Tenet Healthcare Corp(THC) | COM NEW | 88033G407 | $9.3K | 616,796 | 0.0% |