Q1 2019 Holdings
Filed 2019-05-15 | 138 holdings | $219.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Align Technology Inc(ALGN) | COM | 016255101 | $95.2M | 334,679 | 43.4% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $44.0M | 1,147,487 | 20.1% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $25.0M | 267,305 | 11.4% |
| Caredx Inc(CDNA) | COM | 14167L103 | $13.6M | 431,568 | 6.2% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $13.5M | 102,200 | 6.2% |
| Centene Corp del(CNC) | COM | 15135B101 | $9.3M | 174,988 | 4.2% |
| Coherus Biosciences Inc(CHRS) | COM | 19249H103 | $4.3M | 317,135 | 2.0% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $2.8M | 103,800 | 1.3% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $2.5M | 19,900 | 1.1% |
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $2.1M | 18,200 | 1.0% |
| Biogen Inc(BIIB) | COM | 09062X103 | $2.0M | 8,450 | 0.9% |
| Angiodynamics Inc(ANGO) | COM | 03475V101 | $1.7M | 75,700 | 0.8% |
| Amneal Pharmaceuticals Inc(AMRX) | COM STK CL A | 03168L105 | $1.4M | 100,000 | 0.6% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $86.2K | 150,999 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $83.2K | 1,040,587 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $80.1K | 257,696 | 0.0% |
| Teladoc Health Inc(TDOC) | COM | 87918A105 | $76.4K | 1,374,294 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $73.2K | 255,017 | 0.0% |
| Danaher Corporation(DHR) | COM | 235851102 | $45.1K | 341,784 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $44.7K | 490,906 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $40.6K | 152,477 | 0.0% |
| Jazz Pharmaceuticals PLC(JAZZ) | SHS USD | G50871105 | $38.2K | 267,438 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $33.2K | 695,824 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $32.8K | 132,837 | 0.0% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $32.2K | 128,972 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $31.0K | 161,912 | 0.0% |
| Stryker Corp(SYK) | COM | 863667101 | $29.4K | 148,900 | 0.0% |
| Wellcare Health Plans Inc | COM | 94946T106 | $29.0K | 107,419 | 0.0% |
| Cigna Corp New(CI) | COM | 125523100 | $26.6K | 165,657 | 0.0% |
| Qiagen NV(QGEN) | SHS NEW | N72482123 | $25.1K | 617,194 | 0.0% |
| Ionis Pharmaceuticals Inc(IONS) | COM | 462222100 | $24.6K | 302,643 | 0.0% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $23.8K | 293,174 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $23.1K | 171,150 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $21.5K | 116,989 | 0.0% |
| Hill ROM Hldgs Inc(HRC) | COM | 431475102 | $21.5K | 203,088 | 0.0% |
| Amerisourcebergen Corp(COR) | COM | 03073E105 | $19.9K | 250,398 | 0.0% |
| Esperion Therapeutics Inc New(ESPR) | COM | 29664W105 | $19.9K | 495,547 | 0.0% |
| Fitbit Inc(FITEUR) | CL A | 33812L102 | $19.4K | 3,268,934 | 0.0% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $19.2K | 659,434 | 0.0% |
| Hutchison China Meditech LTD(HCM) | SPONSORED ADR | 44842L103 | $18.3K | 598,310 | 0.0% |
| Wright MED Group NV | ORD SHS | N96617118 | $18.0K | 573,595 | 0.0% |
| Evolent Health Inc(EVH) | CL A | 30050B101 | $17.7K | 1,408,237 | 0.0% |
| Alder Biopharmaceuticals Inc(ALDR1EUR) | COM | 014339105 | $17.6K | 1,286,748 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $17.0K | 59,389 | 0.0% |
| Genmark Diagnostics Inc(GNMK) | COM | 372309104 | $16.7K | 2,353,067 | 0.0% |
| PRA Health Sciences Inc(PRAH) | COM | 69354M108 | $16.5K | 149,507 | 0.0% |
| Livanova PLC(LIVN) | SHS | G5509L101 | $16.2K | 166,956 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $15.6K | 131,146 | 0.0% |
| Zimmer Biomet Hldgs Inc(ZBH) | COM | 98956P102 | $14.7K | 114,951 | 0.0% |
| Walgreens Boots Alliance Inc(WBA) | COM | 931427108 | $14.7K | 231,802 | 0.0% |