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 |
|---|---|---|---|---|---|
| Cooper COS Inc | COM NEW | 216648402 | $7.0K | 25,345 | 0.0% |
| Cidara Therapeutics Inc | COM | 171757107 | $7.0K | 2,822,495 | 0.0% |
| Guardant Health Inc(GH) | COM | 40131M109 | $7.3K | 105,294 | 0.0% |
| Vocera Communicatons Inc | COM | 92857F107 | $7.4K | 350,724 | 0.0% |
| Phreesia Inc(PHR) | COM | 71944F106 | $7.6K | 360,998 | 0.0% |
| Livongo Health Inc(LVGO) | COM | 539183103 | $7.7K | 271,232 | 0.0% |
| ZAI LAB LTD(ZLAB) | ADR | 98887Q104 | $7.9K | 154,000 | 0.0% |
| G1 Therapeutics Inc(GTHXEUR) | COM | 3621LQ109 | $8.0K | 721,925 | 0.0% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $8.0K | 50,884 | 0.0% |
| Nevro Corp(NVROEUR) | COM | 64157F103 | $8.0K | 79,906 | 0.0% |
| Quanterix Corp(QTRX) | COM | 74766Q101 | $8.2K | 445,673 | 0.0% |
| Inspire MED SYS Inc(INSP) | COM | 457730109 | $8.3K | 137,225 | 0.0% |
| Integra Lifesciences Hldgs C(IART) | COM NEW | 457985208 | $8.8K | 197,420 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $9.3K | 19,100 | 0.0% |
| Genmark Diagnostics Inc(GNMK) | COM | 372309104 | $9.9K | 2,411,926 | 0.0% |
| Supernus Pharmaceuticals Inc(SUPN) | COM | 868459108 | $9.9K | 552,800 | 0.0% |
| Idexx Labs Inc(IDXX) | COM | 45168D104 | $10.2K | 41,911 | 0.0% |
| Zimmer Biomet Holdings Inc(ZBH) | COM | 98956P102 | $10.6K | 104,832 | 0.0% |
| Change Healthcare Inc(CHNGUSD) | COM | 15912K100 | $10.8K | 1,077,575 | 0.0% |
| Shockwave MED Inc(SWAVUSD) | COM | 82489T104 | $10.8K | 324,661 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $10.8K | 144,500 | 0.0% |
| Irhythm Technologies Inc(IRTC) | COM | 450056106 | $10.8K | 133,259 | 0.0% |
| Tabula Rasa Healthcare Inc | COM | 873379101 | $10.9K | 208,809 | 0.0% |
| Quidel Corp | COM | 74838J101 | $11.1K | 113,955 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $11.2K | 39,552 | 0.0% |
| Amedisys Inc(AMED) | COM | 023436108 | $11.2K | 61,143 | 0.0% |
| Resmed Inc(RMD) | COM | 761152107 | $11.6K | 78,505 | 0.0% |
| Tandem Diabetes Care Inc(TNDM) | COM NEW | 875372203 | $12.6K | 195,038 | 0.0% |
| CVS Health Corp(CVS) | COM | 126650100 | $12.6K | 212,981 | 0.0% |
| Glaukos Corp(GKOS) | COM | 377322102 | $12.7K | 412,623 | 0.0% |
| Omnicell Inc(OMCL) | COM | 68213N109 | $12.9K | 196,136 | 0.0% |
| Penumbra Inc(PEN) | COM | 70975L107 | $13.3K | 82,139 | 0.0% |
| Globus MED Inc(GMED) | CL A | 379577208 | $14.4K | 338,067 | 0.0% |
| HMS Hldgs Corp(HMSY) | COM | 40425J101 | $14.5K | 575,177 | 0.0% |
| Hutchison China Meditech LTD(HCM) | SPONSORED ADR | 44842L103 | $15.2K | 851,994 | 0.0% |
| Kezar Life Sciences Inc | COM | 49372L100 | $15.3K | 3,518,889 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $15.7K | 108,072 | 0.0% |
| Masimo Corp(MASI) | COM | 574795100 | $16.3K | 92,245 | 0.0% |
| Insulet Corp(PODD) | COM | 45784P101 | $17.0K | 102,350 | 0.0% |
| Molina Healthcare Inc(MOH) | COM | 60855R100 | $17.9K | 128,206 | 0.0% |
| Hologic Inc(HOLX) | COM | 436440101 | $19.9K | 567,779 | 0.0% |
| GW Pharmaceuticals PLC | ADS | 36197T103 | $22.0K | 250,966 | 0.0% |
| Pacific Biosiences Calif in(PACB) | COM | 69404D108 | $22.6K | 7,378,791 | 0.0% |
| Teleflex Incorporated(TFX) | COM | 879369106 | $22.9K | 78,333 | 0.0% |
| Wave Life Sciences LTD(WVE) | SHS | Y95308105 | $24.4K | 2,602,858 | 0.0% |
| Sangamo Therapeutics Inc(SGMO) | COM | 800677106 | $24.5K | 3,850,000 | 0.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $24.5K | 272,966 | 0.0% |
| Evolent Health Inc(EVH) | CL A | 30050B101 | $24.9K | 4,580,458 | 0.0% |
| Voyager Therapeutics Inc(VYGR) | COM | 92915B106 | $24.9K | 2,724,083 | 0.0% |
| Homology Medicines Inc | COM | 438083107 | $25.1K | 1,612,122 | 0.0% |