Q2 2019 Holdings
Filed 2019-08-14 | 219 holdings | $663.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Glaukos Corp(GKOS) | COM | 377322102 | $8.1K | 107,235 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $8.6K | 46,600 | 0.0% |
| Idexx Labs Inc(IDXX) | COM | 45168D104 | $8.9K | 32,449 | 0.0% |
| Nevro Corp(NVROEUR) | COM | 64157F103 | $9.1K | 140,548 | 0.0% |
| Kezar Life Sciences Inc | COM | 49372L100 | $9.5K | 1,230,523 | 0.0% |
| Tabula Rasa Healthcare Inc | COM | 873379101 | $9.5K | 191,175 | 0.0% |
| Masimo Corp(MASI) | COM | 574795100 | $9.8K | 65,592 | 0.0% |
| Insulet Corp(PODD) | COM | 45784P101 | $9.9K | 83,246 | 0.0% |
| Intersect ENT Inc | COM | 46071F103 | $10.3K | 450,718 | 0.0% |
| Guardant Health Inc(GH) | COM | 40131M109 | $10.3K | 119,848 | 0.0% |
| Integra Lifesciences Hldgs C(IART) | COM NEW | 457985208 | $10.7K | 191,733 | 0.0% |
| Cooper COS Inc | COM NEW | 216648402 | $10.8K | 31,969 | 0.0% |
| Tandem Diabetes Care Inc(TNDM) | COM NEW | 875372203 | $10.8K | 167,847 | 0.0% |
| Globus MED Inc(GMED) | CL A | 379577208 | $11.6K | 273,482 | 0.0% |
| Molina Healthcare Inc(MOH) | COM | 60855R100 | $11.7K | 81,661 | 0.0% |
| Inspire MED SYS Inc(INSP) | COM | 457730109 | $11.8K | 194,340 | 0.0% |
| Zimmer Biomet Hldgs Inc(ZBH) | COM | 98956P102 | $11.9K | 101,199 | 0.0% |
| Teleflex Inc(TFX) | COM | 879369106 | $12.2K | 36,766 | 0.0% |
| HMS Hldgs Corp(HMSY) | COM | 40425J101 | $12.9K | 398,442 | 0.0% |
| Hutchison China Meditech LTD(HCM) | SPONSORED ADR | 44842L103 | $13.2K | 598,310 | 0.0% |
| Quanterix Corp(QTRX) | COM | 74766Q101 | $13.4K | 397,569 | 0.0% |
| Irhythm Technologies Inc(IRTC) | COM | 450056106 | $14.1K | 178,848 | 0.0% |
| Wright MED Group NV | ORD SHS | N96617118 | $14.3K | 478,495 | 0.0% |
| Omnicell Inc(OMCL) | COM | 68213N109 | $14.3K | 166,715 | 0.0% |
| Change Healthcare Inc(CHNGUSD) | COM | 15912K100 | $14.6K | 1,000,000 | 0.0% |
| Genmark Diagnostics Inc(GNMK) | COM | 372309104 | $15.3K | 2,353,067 | 0.0% |
| Supernus Pharmaceuticals Inc(SUPN) | COM | 868459108 | $15.5K | 467,000 | 0.0% |
| Avedro Inc(219) | COM | 05355N109 | $15.8K | 804,379 | 0.0% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $15.9K | 620,459 | 0.0% |
| Quidel Corp | COM | 74838J101 | $15.9K | 268,470 | 0.0% |
| Fitbit Inc(FITEUR) | CL A | 33812L102 | $16.3K | 3,696,530 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $16.7K | 57,024 | 0.0% |
| Evolent Health Inc(EVH) | CL A | 30050B101 | $18.7K | 2,349,000 | 0.0% |
| Livanova PLC(LIVN) | SHS | G5509L101 | $19.1K | 265,666 | 0.0% |
| G1 Therapeutics Inc(GTHXEUR) | COM | 3621LQ109 | $20.6K | 671,925 | 0.0% |
| Amedisys Inc(AMED) | COM | 023436108 | $21.2K | 174,310 | 0.0% |
| Hill ROM Hldgs Inc(HRC) | COM | 431475102 | $24.4K | 233,198 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $24.7K | 165,136 | 0.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $25.2K | 186,745 | 0.0% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $25.7K | 314,237 | 0.0% |
| Homology Medicines Inc | COM | 438083107 | $27.4K | 1,402,122 | 0.0% |
| Intra Cellular Therapies Inc(ITCIEUR) | COM | 46116X101 | $29.1K | 2,245,500 | 0.0% |
| Qiagen NV(QGEN) | SHS NEW | N72482123 | $30.2K | 744,513 | 0.0% |
| Scholar Rock Holding Corp(SRRK) | COM | 80706P103 | $31.0K | 1,951,839 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $32.1K | 173,966 | 0.0% |
| Stryker Corp(SYK) | COM | 863667101 | $32.7K | 159,163 | 0.0% |
| Cigna Corp New(CI) | COM | 125523100 | $33.2K | 210,754 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $35.1K | 134,682 | 0.0% |
| Myovant Sciences LTD | COM | G637AM102 | $35.4K | 3,910,109 | 0.0% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $37.7K | 149,692 | 0.0% |