Q2 2020 Holdings
Filed 2020-08-13 | 235 holdings | $1.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Quanterix Corp(QTRX) | COM | 74766Q101 | $13.1K | 477,515 | 0.0% |
| Nevro Corp(NVROEUR) | COM | 64157F103 | $13.4K | 111,762 | 0.0% |
| Omnicell Inc(OMCL) | COM | 68213N109 | $14.3K | 202,131 | 0.0% |
| ZAI LAB LTD(ZLAB) | ADR | 98887Q104 | $14.4K | 175,100 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $14.4K | 23,100 | 0.0% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $14.8K | 63,056 | 0.0% |
| Resmed Inc(RMD) | COM | 761152107 | $14.9K | 77,805 | 0.0% |
| Neogenomics Inc(NEO) | COM NEW | 64049M209 | $15.0K | 485,470 | 0.0% |
| CVS Health Corp(CVS) | COM | 126650100 | $15.1K | 231,681 | 0.0% |
| 1Life Healthcare Inc | COM | 68269G107 | $16.2K | 446,807 | 0.0% |
| Change Healthcare Inc(CHNGUSD) | COM | 15912K100 | $16.3K | 1,455,240 | 0.0% |
| Globus MED Inc(GMED) | CL A | 379577208 | $16.6K | 347,729 | 0.0% |
| G1 Therapeutics Inc(GTHXEUR) | COM | 3621LQ109 | $17.5K | 721,925 | 0.0% |
| Penumbra Inc(PEN) | COM | 70975L107 | $17.6K | 98,152 | 0.0% |
| Axonics Modulation Technolog(AXNX*) | COM | 05465P101 | $18.1K | 516,428 | 0.0% |
| Glaukos Corp(GKOS) | COM | 377322102 | $19.0K | 493,811 | 0.0% |
| Livongo Health Inc(LVGO) | COM | 539183103 | $19.3K | 257,258 | 0.0% |
| Shockwave MED Inc(SWAVUSD) | COM | 82489T104 | $19.8K | 418,089 | 0.0% |
| Akcea Therapeutics Inc(AKCAEUR) | COM | 00972L107 | $20.0K | 1,462,296 | 0.0% |
| Inspire MED SYS Inc(INSP) | COM | 457730109 | $21.3K | 244,250 | 0.0% |
| Genmark Diagnostics Inc(GNMK) | COM | 372309104 | $21.9K | 1,489,284 | 0.0% |
| Kezar Life Sciences Inc | COM | 49372L100 | $22.0K | 4,241,940 | 0.0% |
| Masimo Corp(MASI) | COM | 574795100 | $22.2K | 97,541 | 0.0% |
| Tandem Diabetes Care Inc(TNDM) | COM NEW | 875372203 | $22.9K | 231,839 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $23.4K | 96,699 | 0.0% |
| Davita Inc(DVA) | COM | 23918K108 | $23.8K | 300,200 | 0.0% |
| Idexx Labs Inc(IDXX) | COM | 45168D104 | $24.3K | 73,607 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $25.2K | 69,491 | 0.0% |
| Hutchison China Meditech LTD(HCM) | SPONSORED ADR | 44842L103 | $26.1K | 947,674 | 0.0% |
| HMS Hldgs Corp(HMSY) | COM | 40425J101 | $26.4K | 814,264 | 0.0% |
| Homology Medicines Inc | COM | 438083107 | $26.4K | 1,737,122 | 0.0% |
| Wave Life Sciences LTD(WVE) | SHS | Y95308105 | $27.1K | 2,602,858 | 0.0% |
| Zimmer Biomet Holdings Inc(ZBH) | COM | 98956P102 | $27.2K | 227,508 | 0.0% |
| Teleflex Incorporated(TFX) | COM | 879369106 | $28.5K | 78,333 | 0.0% |
| Pacific Biosiences Calif in(PACB) | COM | 69404D108 | $28.9K | 8,363,741 | 0.0% |
| Teladoc Health Inc(TDOC) | COM | 87918A105 | $28.9K | 151,299 | 0.0% |
| Molina Healthcare Inc(MOH) | COM | 60855R100 | $29.3K | 164,572 | 0.0% |
| Generation BIO Co(GBIOGBX) | COM | 37148K100 | $30.2K | 1,440,000 | 0.0% |
| Hologic Inc(HOLX) | COM | 436440101 | $30.3K | 531,089 | 0.0% |
| Jazz Pharmaceuticals PLC(JAZZ) | SHS USD | G50871105 | $32.1K | 291,136 | 0.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $33.3K | 343,166 | 0.0% |
| Intercept Pharmaceuticals in(ICPTUSD) | COM | 45845P108 | $33.8K | 704,976 | 0.0% |
| Voyager Therapeutics Inc(VYGR) | COM | 92915B106 | $34.2K | 2,712,083 | 0.0% |
| Sangamo Therapeutics Inc(SGMO) | COM | 800677106 | $34.5K | 3,850,000 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $35.6K | 96,047 | 0.0% |
| Evolent Health Inc(EVH) | CL A | 30050B101 | $35.8K | 5,028,363 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $39.6K | 167,963 | 0.0% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $40.1K | 1,456,174 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $41.6K | 102,705 | 0.0% |
| GW Pharmaceuticals PLC | ADS | 36197T103 | $42.9K | 349,566 | 0.0% |