Q2 2017 Holdings
Filed 2017-08-14 | 26 holdings | $82.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $39.8M | 1,437,480 | 48.5% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $26.0M | 114,942 | 31.7% |
| Biogen Idec Inc(BIIB) | COM | 09062X103 | $15.7M | 57,800 | 19.1% |
| Abbott Labs(ABT) | COM | 002824100 | $74.7K | 1,537,342 | 0.1% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $64.8K | 1,070,333 | 0.1% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $49.6K | 889,390 | 0.1% |
| Perkinelmer Inc(RVTY) | COM | 714046109 | $43.0K | 631,308 | 0.1% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $39.1K | 475,250 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $38.8K | 548,390 | 0.0% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $34.6K | 1,833,097 | 0.0% |
| Shire PLC | SPONSORED ADR | 82481R106 | $34.4K | 207,861 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $33.8K | 179,410 | 0.0% |
| Integra Lifesciences Hldgs C(IART) | COM NEW | 457985208 | $26.9K | 493,230 | 0.0% |
| Perrigo Co PLC(PRGO) | SHS | G97822103 | $22.1K | 293,140 | 0.0% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $19.1K | 116,100 | 0.0% |
| Masimo Corp(MASI) | COM | 574795100 | $18.4K | 201,418 | 0.0% |
| Patterson Companies Inc(PDCOEUR) | COM | 703395103 | $18.1K | 386,232 | 0.0% |
| Cigna Corporation | COM | 125509109 | $14.1K | 84,270 | 0.0% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $13.1K | 85,000 | 0.0% |
| Tenet Healthcare Corp(THC) | COM NEW | 88033G407 | $11.1K | 575,180 | 0.0% |
| Lexicon Pharmaceuticals Inc(LXRX) | COM NEW | 528872302 | $10.2K | 622,655 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $10.2K | 605,545 | 0.0% |
| Lifepoint Health Inc | COM | 53219L109 | $10.1K | 149,714 | 0.0% |
| Impax Laboratories Inc | COM | 45256B101 | $9.5K | 589,311 | 0.0% |
| Owens & Minor Inc New(ACH) | COM | 690732102 | $5.7K | 175,874 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $4.9K | 40,300 | 0.0% |