Q3 2018 Holdings
Filed 2018-11-13 | 138 holdings | $158.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tandem Diabetes Care Inc(TNDM) | COM NEW | 875372203 | $4.2K | 97,195 | 0.0% |
| Dentsply Sirona Inc(XRAY) | COM | 24906P109 | $4.2K | 110,878 | 0.0% |
| Express Scripts Hldg Co | COM | 30219G108 | $4.2K | 44,500 | 0.0% |
| Horizon Pharma PLC | SHS | G4617B105 | $4.3K | 221,678 | 0.0% |
| Schein Henry Inc(HSIC) | COM | 806407102 | $4.4K | 51,368 | 0.0% |
| Nevro Corp(NVROEUR) | COM | 64157F103 | $4.6K | 80,415 | 0.0% |
| Teleflex Inc(TFX) | COM | 879369106 | $4.7K | 17,792 | 0.0% |
| Qiagen NV(QGEN) | SHS NEW | N72482123 | $5.1K | 134,189 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $5.1K | 41,550 | 0.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $5.1K | 36,888 | 0.0% |
| Quotient LTD | SHS | G73268107 | $5.5K | 721,858 | 0.0% |
| Inogen Inc(INGN) | COM | 45780L104 | $5.7K | 23,261 | 0.0% |
| Idexx Labs Inc(IDXX) | COM | 45168D104 | $6.1K | 24,307 | 0.0% |
| Cooper COS Inc | COM NEW | 216648402 | $6.3K | 22,811 | 0.0% |
| Irhythm Technologies Inc(IRTC) | COM | 450056106 | $6.6K | 69,661 | 0.0% |
| Quanterix Corp(QTRX) | COM | 74766Q101 | $6.7K | 313,230 | 0.0% |
| Intersect ENT Inc | COM | 46071F103 | $6.7K | 234,227 | 0.0% |
| Tabula Rasa Healthcare Inc | COM | 873379101 | $7.1K | 86,884 | 0.0% |
| HMS Hldgs Corp(HMSY) | COM | 40425J101 | $7.4K | 227,020 | 0.0% |
| Molina Healthcare Inc(MOH) | COM | 60855R100 | $7.5K | 50,478 | 0.0% |
| Omnicell Inc(OMCL) | COM | 68213N109 | $7.5K | 104,650 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $7.7K | 36,950 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $7.8K | 40,494 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $8.4K | 34,471 | 0.0% |
| Globus MED Inc(GMED) | CL A | 379577208 | $8.6K | 151,251 | 0.0% |
| Wellcare Health Plans Inc | COM | 94946T106 | $9.1K | 28,269 | 0.0% |
| Integra Lifesciences Hldgs C(IART) | COM NEW | 457985208 | $9.3K | 141,620 | 0.0% |
| Genmark Diagnostics Inc(GNMK) | COM | 372309104 | $9.8K | 1,339,502 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $10.2K | 71,647 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $10.3K | 25,480 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $10.6K | 137,500 | 0.0% |
| Resmed Inc(RMD) | COM | 761152107 | $10.7K | 93,192 | 0.0% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $11.5K | 566,301 | 0.0% |
| Shire PLC | SPONSORED ADR | 82481R106 | $11.6K | 64,185 | 0.0% |
| Zimmer Biomet Hldgs Inc(ZBH) | COM | 98956P102 | $12.1K | 92,104 | 0.0% |
| Hutchison China Meditech LTD(HCM) | SPONSORED ADR | 44842L103 | $12.9K | 400,029 | 0.0% |
| Fitbit Inc(FITEUR) | CL A | 33812L102 | $13.4K | 2,513,900 | 0.0% |
| Pacific Biosciences of Calif Inc(PACB) | COM | 69404D108 | $13.9K | 2,575,000 | 0.0% |
| Livanova PLC(LIVN) | SHS | G5509L101 | $14.4K | 116,443 | 0.0% |
| Akcea Therapeutics Inc(AKCAEUR) | COM | 00972L107 | $14.7K | 418,496 | 0.0% |
| Hologic Inc(HOLX) | COM | 436440101 | $14.8K | 361,894 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $14.9K | 33,135 | 0.0% |
| Alder Biopharmaceuticals Inc(ALDR1EUR) | COM | 014339105 | $15.1K | 905,254 | 0.0% |
| K2m Group Hldgs Inc | COM | 48273J107 | $15.1K | 552,054 | 0.0% |
| Macrogenics Inc(MGNX) | COM | 556099109 | $15.5K | 724,302 | 0.0% |
| Ionis Pharmaceuticals Inc(IONS) | COM | 462222100 | $16.0K | 310,536 | 0.0% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $16.3K | 94,040 | 0.0% |
| Walgreens Boots Alliance Inc(WBA) | COM | 931427108 | $16.5K | 226,018 | 0.0% |
| Esperion Therapeutics Inc New(ESPR) | COM | 29664W105 | $17.4K | 391,852 | 0.0% |
| Hill ROM Hldgs Inc(HRC) | COM | 431475102 | $17.5K | 185,689 | 0.0% |