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 |
|---|---|---|---|---|---|
| Seattle Genetics Inc | COM | 812578102 | $2.6K | 48,850 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $2.6K | 20,000 | 0.0% |
| Dentsply Sirona Inc(XRAY) | COM | 24906P109 | $2.7K | 54,500 | 0.0% |
| Perrigo Co PLC(PRGO) | SHS | G97822103 | $2.8K | 33,000 | 0.0% |
| Ligand Pharmaceuticals Inc(LGND) | COM NEW | 53220K504 | $2.8K | 16,650 | 0.0% |
| Schein Henry Inc(HSIC) | COM | 806407102 | $2.9K | 43,000 | 0.0% |
| Alkermes PLC(ALKS) | SHS | G01767105 | $3.0K | 50,900 | 0.0% |
| Express Scripts Hldg Co | COM | 30219G108 | $3.4K | 49,500 | 0.0% |
| Molina Healthcare Inc(MOH) | COM | 60855R100 | $3.5K | 43,500 | 0.0% |
| Teleflex Inc(TFX) | COM | 879369106 | $3.6K | 14,000 | 0.0% |
| Cerner Corp(CERNCHF) | COM | 156782104 | $3.7K | 64,000 | 0.0% |
| Nektar Therapeutics(NKTREUR) | COM | 640268108 | $3.8K | 35,500 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $4.4K | 53,650 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $4.9K | 23,848 | 0.0% |
| Cooper COS Inc | COM NEW | 216648402 | $5.1K | 22,300 | 0.0% |
| Genmark Diagnostics Inc(GNMK) | COM | 372309104 | $6.5K | 1,186,502 | 0.0% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $7.5K | 334,489 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $7.9K | 27,250 | 0.0% |
| Tesaro Inc | COM | 881569107 | $8.3K | 144,802 | 0.0% |
| Livanova PLC(LIVN) | SHS | G5509L101 | $8.4K | 94,724 | 0.0% |
| Shire PLC | SPONSORED ADR | 82481R106 | $8.7K | 58,435 | 0.0% |
| Alder Biopharmaceuticals Inc(ALDR1EUR) | COM | 014339105 | $8.9K | 700,464 | 0.0% |
| Hutchison China Meditech LTD(HCM) | SPONSORED ADR | 44842L103 | $8.9K | 302,420 | 0.0% |
| Zimmer Biomet Hldgs Inc(ZBH) | COM | 98956P102 | $9.1K | 83,000 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $9.4K | 27,380 | 0.0% |
| Mylan N V | SHS EURO | N59465109 | $9.6K | 233,950 | 0.0% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $9.7K | 59,730 | 0.0% |
| Cigna Corporation | COM | 125509109 | $9.7K | 57,650 | 0.0% |
| Resmed Inc(RMD) | COM | 761152107 | $10.5K | 107,000 | 0.0% |
| Integra Lifesciences Hldgs C(IART) | COM NEW | 457985208 | $10.6K | 191,000 | 0.0% |
| Wright MED Group NV | ORD SHS 0.03 PAR | N96617118 | $10.7K | 541,801 | 0.0% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $10.8K | 50,000 | 0.0% |
| Fitbit Inc(FITEUR) | CL A | 33812L102 | $11.7K | 2,295,400 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $11.7K | 68,700 | 0.0% |
| Esperion Therapeutics Inc New(ESPR) | COM | 29664W105 | $12.5K | 172,720 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $12.6K | 167,200 | 0.0% |
| K2m Group Hldgs Inc | COM | 48273J107 | $12.7K | 667,941 | 0.0% |
| Centene Corp del(CNC) | COM | 15135B101 | $12.8K | 120,020 | 0.0% |
| Supernus Pharmaceuticals Inc(SUPN) | COM | 868459108 | $13.2K | 288,800 | 0.0% |
| Hill ROM Hldgs Inc(HRC) | COM | 431475102 | $13.7K | 157,919 | 0.0% |
| Ionis Pharmaceuticals Inc(IONS) | COM | 462222100 | $13.8K | 312,186 | 0.0% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $14.0K | 216,000 | 0.0% |
| Macrogenics Inc(MGNX) | COM | 556099109 | $14.2K | 563,151 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $14.6K | 131,390 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $15.8K | 96,810 | 0.0% |
| Walgreens Boots Alliance Inc(WBA) | COM | 931427108 | $17.3K | 263,560 | 0.0% |
| Hologic Inc(HOLX) | COM | 436440101 | $18.1K | 483,894 | 0.0% |
| Stryker Corp(SYK) | COM | 863667101 | $18.2K | 113,300 | 0.0% |
| Amerisourcebergen Corp(COR) | COM | 03073E105 | $18.6K | 215,178 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $19.2K | 230,626 | 0.0% |