Q1 2020 Holdings
Filed 2020-05-14 | 239 holdings | $801.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Graco Inc(GGG) | COM | 384109104 | $473 | 9,700 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $481 | 4,800 | 0.0% |
| Mettler Toledo International(MTD) | COM | 592688105 | $483 | 700 | 0.0% |
| Clorox Co del(CLX) | COM | 189054109 | $485 | 2,800 | 0.0% |
| China Biologic Prods Hldgs I | COM | G21515104 | $486 | 4,500 | 0.0% |
| Skyworks Solutions Inc(SWKS) | COM | 83088M102 | $509 | 5,700 | 0.0% |
| Msci Inc(MSCI) | COM | 55354G100 | $516 | 1,786 | 0.0% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $526 | 3,892 | 0.0% |
| Kura Oncology Inc(KURA) | COM | 50127T109 | $568 | 57,100 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $595 | 14,700 | 0.0% |
| Fastenal Co(FAST) | COM | 311900104 | $603 | 19,299 | 0.0% |
| Dominos Pizza Inc(DPZ) | COM | 25754A201 | $616 | 1,900 | 0.0% |
| Neuronetics Inc(STIM) | COM | 64131A105 | $616 | 325,961 | 0.0% |
| Zymeworks Inc | COM | 98985W102 | $653 | 18,400 | 0.0% |
| 111 Inc | ADS | 68247Q102 | $763 | 115,429 | 0.0% |
| Apellis Pharmacueticals Inc(APLS) | COM | 03753U106 | $801 | 29,900 | 0.0% |
| Biohaven Pharmactl Hldg Co L(BHVN) | COM | G11196105 | $844 | 24,800 | 0.0% |
| Bluebird BIO Inc | COM | 09609G100 | $910 | 19,800 | 0.0% |
| Ultragenyx Pharmaceutical in(RARE) | COM | 90400D108 | $955 | 21,500 | 0.0% |
| Perrigo Co PLC(PRGO) | SHS | G97822103 | $981 | 20,400 | 0.0% |
| Regenxbio Inc(RGNX) | COM | 75901B107 | $1.2K | 36,900 | 0.0% |
| Mirati Therapeutics Inc(MRTXEUR) | COM | 60468T105 | $1.2K | 15,900 | 0.0% |
| Fibrogen Inc(FGENEUR) | COM | 31572Q808 | $1.3K | 37,600 | 0.0% |
| Repligen Corp(RGEN) | COM | 759916109 | $1.3K | 13,600 | 0.0% |
| Quotient LTD | SHS | G73268107 | $1.4K | 355,899 | 0.0% |
| Uniqure NV(QURE) | SHS | N90064101 | $1.5K | 31,500 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $1.8K | 67,400 | 0.0% |
| Acceleron Pharma Inc(XLRN) | COM | 00434H108 | $2.0K | 21,700 | 0.0% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $2.0K | 20,000 | 0.0% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $2.3K | 17,861 | 0.0% |
| Syneos Health Inc(8IN) | CL A | 87166B102 | $2.4K | 61,900 | 0.0% |
| Catalent Inc(CTLTEUR) | COM | 148806102 | $2.4K | 47,100 | 0.0% |
| Teva Pharmaceutical Inds LTD(TEVA) | SPONSORED ADS | 881624209 | $2.7K | 303,000 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $2.8K | 17,000 | 0.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $2.8K | 100,000 | 0.0% |
| PTC Therapeutics Inc(PTCT) | COM | 69366J200 | $2.9K | 65,200 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $2.9K | 90,000 | 0.0% |
| Bristol Myers Squibb Co(BMY-R) | RIGHT 99/99/9999 | 110122157 | $3.1K | 816,600 | 0.0% |
| Qiagen NV(QGEN) | SHS NEW | N72482123 | $3.9K | 92,600 | 0.0% |
| 1Life Healthcare Inc | COM | 68269G107 | $4.5K | 250,000 | 0.0% |
| Axonics Modulation Technolog(AXNX*) | COM | 05465P101 | $4.6K | 179,333 | 0.0% |
| Seattle Genetics Inc | COM | 812578102 | $4.8K | 41,400 | 0.0% |
| Horizon Therapeutics PUB LTD | SHS | G46188101 | $4.9K | 166,000 | 0.0% |
| Dentsply Sirona Inc(XRAY) | COM | 24906P109 | $5.0K | 128,038 | 0.0% |
| 10X Genomics Inc(TXG) | CL A COM | 88025U109 | $5.8K | 93,847 | 0.0% |
| Silk RD MED Inc | COM | 82710M100 | $6.1K | 194,583 | 0.0% |
| Oxford Immunotec Global PLC | ORD SHS | G6855A103 | $6.1K | 662,315 | 0.0% |
| Inogen Inc(INGN) | COM | 45780L104 | $6.4K | 123,395 | 0.0% |
| Intersect ENT Inc | COM | 46071F103 | $6.5K | 545,022 | 0.0% |
| Health Catalyst Inc(HCAT) | COM | 42225T107 | $6.6K | 253,000 | 0.0% |