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 |
|---|---|---|---|---|---|
| Hologic Inc(HOLX) | COM | 436440101 | $4.4K | 90,000 | 0.0% |
| Neuronetics Inc(STIM) | COM | 64131A105 | $4.5K | 295,337 | 0.0% |
| Vocera Communicatons Inc | COM | 92857F107 | $5.0K | 158,214 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $5.1K | 77,800 | 0.0% |
| Medidata Solutions Inc | COM | 58471A105 | $5.2K | 70,474 | 0.0% |
| Dentsply Sirona Inc(XRAY) | COM | 24906P109 | $5.5K | 110,878 | 0.0% |
| Resmed Inc(RMD) | COM | 761152107 | $5.7K | 54,667 | 0.0% |
| Teleflex Inc(TFX) | COM | 879369106 | $6.0K | 19,748 | 0.0% |
| Idexx Labs Inc(IDXX) | COM | 45168D104 | $6.1K | 27,402 | 0.0% |
| Tabula Rasa Healthcare Inc | COM | 873379101 | $6.5K | 115,462 | 0.0% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $6.6K | 52,110 | 0.0% |
| Inogen Inc(INGN) | COM | 45780L104 | $6.7K | 69,727 | 0.0% |
| Castlight Health Inc(CSLT1EUR) | CL B | 14862Q100 | $6.8K | 1,820,470 | 0.0% |
| Inspire MED SYS Inc(INSP) | COM | 457730109 | $7.0K | 123,105 | 0.0% |
| Quotient LTD | SHS | G73268107 | $7.2K | 795,065 | 0.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $7.9K | 60,397 | 0.0% |
| Nevro Corp(NVROEUR) | COM | 64157F103 | $8.0K | 128,402 | 0.0% |
| Tandem Diabetes Care Inc(TNDM) | COM NEW | 875372203 | $8.1K | 127,541 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $8.4K | 20,400 | 0.0% |
| Guardant Health Inc(GH) | COM | 40131M109 | $8.4K | 109,652 | 0.0% |
| HMS Hldgs Corp(HMSY) | COM | 40425J101 | $8.6K | 290,977 | 0.0% |
| Cooper COS Inc | COM NEW | 216648402 | $8.8K | 29,619 | 0.0% |
| Irhythm Technologies Inc(IRTC) | COM | 450056106 | $8.8K | 117,761 | 0.0% |
| Quanterix Corp(QTRX) | COM | 74766Q101 | $9.0K | 349,359 | 0.0% |
| Oxford Immunotec Global PLC | ORD SHS | G6855A103 | $9.1K | 526,162 | 0.0% |
| Avedro Inc(219) | COM | 05355N109 | $9.2K | 750,000 | 0.0% |
| Supernus Pharmaceuticals Inc(SUPN) | COM | 868459108 | $10.2K | 291,000 | 0.0% |
| Molina Healthcare Inc(MOH) | COM | 60855R100 | $10.2K | 71,840 | 0.0% |
| Intersect ENT Inc | COM | 46071F103 | $10.6K | 328,387 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $10.6K | 38,858 | 0.0% |
| Omnicell Inc(OMCL) | COM | 68213N109 | $11.6K | 143,839 | 0.0% |
| Globus MED Inc(GMED) | CL A | 379577208 | $11.8K | 238,510 | 0.0% |
| Integra Lifesciences Hldgs C(IART) | COM NEW | 457985208 | $12.4K | 222,350 | 0.0% |
| Macrogenics Inc(MGNX) | COM | 556099109 | $14.2K | 790,305 | 0.0% |
| Akcea Therapeutics Inc(AKCAEUR) | COM | 00972L107 | $14.3K | 504,411 | 0.0% |
| Nektar Therapeutics(NKTREUR) | COM | 640268108 | $14.4K | 430,026 | 0.0% |
| Quidel Corp | COM | 74838J101 | $14.6K | 223,580 | 0.0% |
| Walgreens Boots Alliance Inc(WBA) | COM | 931427108 | $14.7K | 231,802 | 0.0% |
| Zimmer Biomet Hldgs Inc(ZBH) | COM | 98956P102 | $14.7K | 114,951 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $15.6K | 131,146 | 0.0% |
| Livanova PLC(LIVN) | SHS | G5509L101 | $16.2K | 166,956 | 0.0% |
| PRA Health Sciences Inc(PRAH) | COM | 69354M108 | $16.5K | 149,507 | 0.0% |
| Genmark Diagnostics Inc(GNMK) | COM | 372309104 | $16.7K | 2,353,067 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $17.0K | 59,389 | 0.0% |
| Alder Biopharmaceuticals Inc(ALDR1EUR) | COM | 014339105 | $17.6K | 1,286,748 | 0.0% |
| Evolent Health Inc(EVH) | CL A | 30050B101 | $17.7K | 1,408,237 | 0.0% |
| Wright MED Group NV | ORD SHS | N96617118 | $18.0K | 573,595 | 0.0% |
| Hutchison China Meditech LTD(HCM) | SPONSORED ADR | 44842L103 | $18.3K | 598,310 | 0.0% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $19.2K | 659,434 | 0.0% |
| Fitbit Inc(FITEUR) | CL A | 33812L102 | $19.4K | 3,268,934 | 0.0% |