Q4 2017 Holdings
Filed 2018-02-14 | 134 holdings | $99.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Healthcare Svcs GRP Inc(HCSG) | COM | 421906108 | $2.0K | 38,000 | 0.0% |
| Globus MED Inc(GMED) | CL A | 379577208 | $2.0K | 48,850 | 0.0% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $2.1K | 12,650 | 0.0% |
| Portola Pharmaceuticals Inc | COM | 737010108 | $2.1K | 43,350 | 0.0% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $2.2K | 13,800 | 0.0% |
| United Therapeutics Corp del(UTHR) | COM | 91307C102 | $2.5K | 17,200 | 0.0% |
| Allergan PLC | SHS | G0177J108 | $2.7K | 16,500 | 0.0% |
| Alkermes PLC(ALKS) | SHS | G01767105 | $2.8K | 51,700 | 0.0% |
| Seattle Genetics Inc | COM | 812578102 | $2.9K | 53,500 | 0.0% |
| Perrigo Co PLC(PRGO) | SHS | G97822103 | $2.9K | 33,000 | 0.0% |
| Cerner Corp(CERNCHF) | COM | 156782104 | $3.0K | 44,000 | 0.0% |
| Direxion SHS ETF TR(LABUUSD) | SP BIOTCH BL NEW | 25490K323 | $3.0K | 38,400 | 0.0% |
| Schein Henry Inc(HSIC) | COM | 806407102 | $3.0K | 43,000 | 0.0% |
| Genmark Diagnostics Inc(GNMK) | COM | 372309104 | $3.2K | 773,677 | 0.0% |
| Molina Healthcare Inc(MOH) | COM | 60855R100 | $3.3K | 43,500 | 0.0% |
| Bluebird BIO Inc | COM | 09609G100 | $3.4K | 19,100 | 0.0% |
| Ligand Pharmceuticals Inc(LGND) | COM NEW | 53220K504 | $3.5K | 25,400 | 0.0% |
| Teleflex Inc(TFX) | COM | 879369106 | $3.5K | 14,000 | 0.0% |
| Dentsply Sirona Inc(XRAY) | COM | 24906P109 | $3.6K | 54,500 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $3.6K | 26,000 | 0.0% |
| Express Scripts Hldg Co | COM | 30219G108 | $3.7K | 49,500 | 0.0% |
| Aetna Inc New | COM | 00817Y108 | $4.0K | 22,000 | 0.0% |
| Resmed Inc(RMD) | COM | 761152107 | $4.0K | 47,000 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $4.2K | 54,500 | 0.0% |
| Nektar Therapeutics(NKTREUR) | COM | 640268108 | $4.5K | 74,700 | 0.0% |
| Cooper COS Inc | COM NEW | 216648402 | $4.9K | 22,300 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $4.9K | 25,808 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $5.1K | 27,000 | 0.0% |
| Hutchison China Medtech LTD(HCM) | SPONSORED ADR | 44842L103 | $5.3K | 133,850 | 0.0% |
| Tesaro Inc | COM | 881569107 | $6.0K | 72,100 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $8.3K | 33,350 | 0.0% |
| Integra Lifesciences Hldgs C(IART) | COM NEW | 457985208 | $8.7K | 182,200 | 0.0% |
| Shire PLC | SPONSORED ADR | 82481R106 | $8.8K | 56,435 | 0.0% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $9.1K | 56,820 | 0.0% |
| Tenet Healthcare Corp(THC) | COM NEW | 88033G407 | $9.3K | 616,796 | 0.0% |
| Supernus Pharmaceuticals Inc(SUPN) | COM | 868459108 | $9.6K | 240,400 | 0.0% |
| Mylan N V | SHS EURO | N59465109 | $10.0K | 236,300 | 0.0% |
| Zimmer Biomet Hldgs Inc(ZBH) | COM | 98956P102 | $10.0K | 83,000 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $10.5K | 27,800 | 0.0% |
| Macrogenics Inc(MGNX) | COM | 556099109 | $10.7K | 564,401 | 0.0% |
| Horizon Pharma PLC | SHS | G4617B105 | $11.6K | 794,062 | 0.0% |
| Centene Corp del(CNC) | COM | 15135B101 | $11.6K | 115,390 | 0.0% |
| Cigna Corporation | COM | 125509109 | $11.7K | 57,650 | 0.0% |
| Livanova PLC(LIVN) | SHS | G5509L101 | $11.8K | 147,269 | 0.0% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $11.8K | 55,000 | 0.0% |
| Wright MED Group NV | ORD SHS 0.03 PAR | N96617118 | $12.0K | 541,801 | 0.0% |
| Teva Pharmaceutical Inds LTD(TEVA) | SPONSORED ADR | 881624209 | $12.7K | 671,940 | 0.0% |
| Ionis Pharmaceuticals Inc(IONS) | COM | 462222100 | $12.9K | 256,706 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $13.0K | 181,100 | 0.0% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $14.0K | 216,000 | 0.0% |