Q1 2018 Holdings
Filed 2018-05-09 | 124 holdings | $95.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Align Technology Inc(ALGN) | COM | 016255101 | $40.5M | 161,388 | 42.6% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $19.0M | 696,000 | 20.0% |
| Biogen Inc(BIIB) | COM | 09062X103 | $12.7M | 46,200 | 13.3% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $6.8M | 40,650 | 7.2% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $3.6M | 44,350 | 3.8% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $3.3M | 40,300 | 3.5% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $2.6M | 21,750 | 2.7% |
| Angiodynamics Inc(ANGO) | COM | 03475V101 | $1.8M | 101,700 | 1.8% |
| Coherus Biosciences Inc(CHRS) | COM | 19249H103 | $1.7M | 150,000 | 1.7% |
| Cellectis S A(CLLS) | SPONSORED ADS | 15117K103 | $1.6M | 52,100 | 1.7% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $776.0K | 34,550 | 0.8% |
| Anthem Inc(ELV) | COM | 036752103 | $39.8K | 181,243 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $38.8K | 434,400 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $34.1K | 82,590 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $33.9K | 565,000 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $30.5K | 142,590 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $30.1K | 127,273 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $28.6K | 357,000 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $27.5K | 197,160 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $26.4K | 356,390 | 0.0% |
| Jazz Pharmaceuticals PLC(JAZZ) | SHS USD | G50871105 | $22.9K | 151,722 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $22.5K | 83,700 | 0.0% |
| Teladoc Inc(TDOC) | COM | 87918A105 | $20.8K | 515,694 | 0.0% |
| Danaher Corp del(DHR) | COM | 235851102 | $19.8K | 202,000 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $19.2K | 230,626 | 0.0% |
| Amerisourcebergen Corp(COR) | COM | 03073E105 | $18.6K | 215,178 | 0.0% |
| Stryker Corp(SYK) | COM | 863667101 | $18.2K | 113,300 | 0.0% |
| Hologic Inc(HOLX) | COM | 436440101 | $18.1K | 483,894 | 0.0% |
| Walgreens Boots Alliance Inc(WBA) | COM | 931427108 | $17.3K | 263,560 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $15.8K | 96,810 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $14.6K | 131,390 | 0.0% |
| Macrogenics Inc(MGNX) | COM | 556099109 | $14.2K | 563,151 | 0.0% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $14.0K | 216,000 | 0.0% |
| Ionis Pharmaceuticals Inc(IONS) | COM | 462222100 | $13.8K | 312,186 | 0.0% |
| Hill ROM Hldgs Inc(HRC) | COM | 431475102 | $13.7K | 157,919 | 0.0% |
| Supernus Pharmaceuticals Inc(SUPN) | COM | 868459108 | $13.2K | 288,800 | 0.0% |
| Centene Corp del(CNC) | COM | 15135B101 | $12.8K | 120,020 | 0.0% |
| K2m Group Hldgs Inc | COM | 48273J107 | $12.7K | 667,941 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $12.6K | 167,200 | 0.0% |
| Esperion Therapeutics Inc New(ESPR) | COM | 29664W105 | $12.5K | 172,720 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $11.7K | 68,700 | 0.0% |
| Fitbit Inc(FITEUR) | CL A | 33812L102 | $11.7K | 2,295,400 | 0.0% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $10.8K | 50,000 | 0.0% |
| Wright MED Group NV | ORD SHS 0.03 PAR | N96617118 | $10.7K | 541,801 | 0.0% |
| Integra Lifesciences Hldgs C(IART) | COM NEW | 457985208 | $10.6K | 191,000 | 0.0% |
| Resmed Inc(RMD) | COM | 761152107 | $10.5K | 107,000 | 0.0% |
| Cigna Corporation | COM | 125509109 | $9.7K | 57,650 | 0.0% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $9.7K | 59,730 | 0.0% |
| Mylan N V | SHS EURO | N59465109 | $9.6K | 233,950 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $9.4K | 27,380 | 0.0% |