Q3 2018 Holdings
Filed 2018-11-14 | 168 holdings | $108.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ironwood Pharmaceuticals(IRWD) | COM CL A | 46333X108 | $284 | 15,400 | 0.0% |
| Acelrx Pharmaceuticals(ACRXUSD) | COM | 00444T100 | $284 | 73,778 | 0.0% |
| Retrophin Inc | COM | 761299106 | $288 | 10,036 | 0.0% |
| Medicines Co | COM | 584688105 | $288 | 9,614 | 0.0% |
| Glaxosmithkline PLC | SP ADR | 37733W105 | $293 | 7,300 | 0.0% |
| Intersect ENT Inc | COM | 46071F103 | $294 | 10,226 | 0.0% |
| Centene Corp del(CNC) | COM | 15135B101 | $303 | 2,090 | 0.0% |
| Stemline Therapeutics | COM | 85858C107 | $308 | 18,538 | 0.0% |
| Rigel Pharmaceuticals(RIGLUSD) | COM | 766559603 | $317 | 98,609 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $321 | 949 | 0.0% |
| Blueprint Medicines(2L9) | COM | 09627Y109 | $327 | 4,184 | 0.0% |
| Arena Pharmaceuticals(ARNAEUR) | COM | 040047607 | $332 | 7,208 | 0.0% |
| Cardinal Health Inc(CAH) | COM | 14149Y108 | $333 | 6,171 | 0.0% |
| Sierra Oncology Inc | COM | 82640U107 | $343 | 201,660 | 0.0% |
| Momenta Pharmaceuticaks(MNTA) | COM | 60877T100 | $354 | 13,458 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM | 46120E602 | $359 | 626 | 0.0% |
| Universal Health SVC(UHS) | CL B | 913903100 | $359 | 2,811 | 0.0% |
| Akcea Therapeutics(AKCAEUR) | COM | 00972L107 | $363 | 10,356 | 0.0% |
| Stryker Corp(SYK) | COM | 863667101 | $367 | 2,066 | 0.0% |
| Danaher Corp(DHR) | COM | 235851102 | $386 | 3,556 | 0.0% |
| Kalvista Pharmaceuticals(KALV) | COM | 483497103 | $388 | 17,551 | 0.0% |
| HMS Holdings Corp(HMSY) | COM | 40425J101 | $404 | 12,307 | 0.0% |
| Bluebird BIO Inc | COM | 09609G100 | $432 | 2,957 | 0.0% |
| Dermira Inc(DERMEUR) | COM | 24983L104 | $457 | 41,902 | 0.0% |
| Heron Therapeutics(HRTX) | COM | 427746102 | $482 | 15,243 | 0.0% |
| Athenahealth Inc | COM | 04685W103 | $498 | 3,724 | 0.0% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $510 | 3,842 | 0.0% |
| Mylan N V | SHS EURO | N59465109 | $524 | 14,329 | 0.0% |
| Loxo Oncology Inc | COM | 548862101 | $546 | 3,195 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $554 | 1,370 | 0.0% |
| Wellcare Health Plan | COM | 94946T106 | $603 | 1,881 | 0.0% |
| Edwards Lifesciences | COM | 28176E116 | $645 | 3,705 | 0.0% |
| Ultragenyx Pharmaceutical(RARE) | COM | 90400D108 | $691 | 9,047 | 0.0% |
| HCA Healthcare(HCA) | COM | 40412C101 | $735 | 5,286 | 0.0% |
| DR Reddys Labs LTD(RDY) | ADR | 256135203 | $747 | 21,597 | 0.0% |
| Incyte Corporation(INCY) | COM | 45337C102 | $768 | 11,113 | 0.0% |
| Becton Dickinson(BDX) | COM | 075887109 | $787 | 3,015 | 0.0% |
| Neurocrine Biosciences(NBIX) | COM | 64125C109 | $836 | 6,803 | 0.0% |
| Alkermes PLC(ALKS) | SHS | G01767105 | $874 | 20,585 | 0.0% |
| ZAI LAB LTD(ZLAB) | ADR | 98887Q104 | $876 | 44,968 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $929 | 3,391 | 0.0% |
| Invitae Corp(NVTA1EUR) | COM | 46185L103 | $956 | 57,144 | 0.0% |
| Seattle Genetics Inc | COM | 812578102 | $1.0K | 13,130 | 0.0% |
| Hutchison China Meditech(HCM) | SP ADR | 44842L103 | $1.0K | 31,628 | 0.0% |
| Thermo Fisher Scientific(TMO) | COM | 883556102 | $1.1K | 4,549 | 0.0% |
| Clementia Pharmaceuticals | COM | 185575107 | $1.4K | 123,405 | 0.0% |
| Allergan PLC | SHS | G0177J108 | $1.5K | 7,771 | 0.0% |
| Tandem Diabetes Care(TNDM) | COM | 875372203 | $1.8K | 42,967 | 0.0% |
| Molecular Templates | COM | 608550109 | $1.9K | 350,000 | 0.0% |
| Homology Medicines | COM | 438083107 | $3.3K | 143,487 | 0.0% |