Q4 2018 Holdings
Filed 2019-02-12 | 138 holdings | $167.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Hologic Inc(HOLX) | COM | 436440101 | $3.7K | 90,000 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $3.7K | 58,650 | 0.0% |
| Tandem Diabetes Care Inc(TNDM) | COM NEW | 875372203 | $3.8K | 99,253 | 0.0% |
| Inspire MED SYS Inc(INSP) | COM | 457730109 | $3.9K | 92,616 | 0.0% |
| Oxford Immunotec Global PLC | ORD SHS | G6855A103 | $3.9K | 306,606 | 0.0% |
| Schein Henry Inc(HSIC) | COM | 806407102 | $4.0K | 51,368 | 0.0% |
| Guardant Health Inc(GH) | COM | 40131M109 | $4.1K | 109,117 | 0.0% |
| Dentsply Sirona Inc(XRAY) | COM | 24906P109 | $4.1K | 110,878 | 0.0% |
| Inogen Inc(INGN) | COM | 45780L104 | $4.1K | 33,292 | 0.0% |
| Materialise NV(MTLS) | SPONSORED ADS | 57667T100 | $4.3K | 215,192 | 0.0% |
| Idexx Labs Inc(IDXX) | COM | 45168D104 | $4.5K | 24,307 | 0.0% |
| Quotient LTD | SHS | G73268107 | $5.1K | 833,619 | 0.0% |
| Teleflex Inc(TFX) | COM | 879369106 | $5.1K | 19,748 | 0.0% |
| Quanterix Corp(QTRX) | COM | 74766Q101 | $5.2K | 285,907 | 0.0% |
| Mylan N V | SHS EURO | N59465109 | $5.4K | 196,950 | 0.0% |
| Tabula Rasa Healthcare Inc | COM | 873379101 | $5.6K | 87,857 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $5.7K | 15,200 | 0.0% |
| Irhythm Technologies Inc(IRTC) | COM | 450056106 | $5.8K | 83,792 | 0.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $5.9K | 47,034 | 0.0% |
| HMS Hldgs Corp(HMSY) | COM | 40425J101 | $6.1K | 216,817 | 0.0% |
| Quidel Corp | COM | 74838J101 | $6.1K | 125,000 | 0.0% |
| Resmed Inc(RMD) | COM | 761152107 | $6.3K | 55,392 | 0.0% |
| Molina Healthcare Inc(MOH) | COM | 60855R100 | $6.4K | 55,384 | 0.0% |
| Integra Lifesciences Hldgs C(IART) | COM NEW | 457985208 | $6.6K | 145,779 | 0.0% |
| Omnicell Inc(OMCL) | COM | 68213N109 | $6.6K | 108,042 | 0.0% |
| Globus MED Inc(GMED) | CL A | 379577208 | $6.6K | 153,031 | 0.0% |
| Intersect ENT Inc | COM | 46071F103 | $6.7K | 237,444 | 0.0% |
| Cooper COS Inc | COM NEW | 216648402 | $7.5K | 29,619 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $7.7K | 123,000 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $8.2K | 36,692 | 0.0% |
| Nektar Therapeutics(NKTREUR) | COM | 640268108 | $8.6K | 261,210 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $8.8K | 44,950 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $9.3K | 77,808 | 0.0% |
| Zimmer Biomet Hldgs Inc(ZBH) | COM | 98956P102 | $9.6K | 92,104 | 0.0% |
| Genmark Diagnostics Inc(GNMK) | COM | 372309104 | $9.7K | 1,999,540 | 0.0% |
| Hutchison China Meditech LTD(HCM) | SPONSORED ADR | 44842L103 | $10.2K | 440,169 | 0.0% |
| Centene Corp del(CNC) | COM | 15135B101 | $10.4K | 90,101 | 0.0% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $10.6K | 809,146 | 0.0% |
| Supernus Pharmaceuticals Inc(SUPN) | COM | 868459108 | $11.5K | 345,100 | 0.0% |
| Alder Biopharmaceuticals Inc(ALDR1EUR) | COM | 014339105 | $11.5K | 1,123,813 | 0.0% |
| Livanova PLC(LIVN) | SHS | G5509L101 | $11.7K | 127,510 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $12.6K | 38,822 | 0.0% |
| PRA Health Sciences Inc(PRAH) | COM | 69354M108 | $13.1K | 142,300 | 0.0% |
| Macrogenics Inc(MGNX) | COM | 556099109 | $13.6K | 1,066,993 | 0.0% |
| Akcea Therapeutics Inc(AKCAEUR) | COM | 00972L107 | $13.8K | 458,296 | 0.0% |
| Qiagen NV(QGEN) | SHS NEW | N72482123 | $15.0K | 435,299 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $15.2K | 155,680 | 0.0% |
| Walgreens Boots Alliance Inc(WBA) | COM | 931427108 | $15.2K | 222,802 | 0.0% |
| Fitbit Inc(FITEUR) | CL A | 33812L102 | $16.0K | 3,218,884 | 0.0% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $16.8K | 254,543 | 0.0% |