Q3 2017 Holdings
Filed 2017-11-07 | 28 holdings | $94.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $42.8M | 1,468,880 | 45.6% |
| Biogen Idec Inc(BIIB) | COM | 09062X103 | $26.3M | 84,000 | 28.0% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $24.3M | 109,440 | 25.9% |
| Abbott Labs(ABT) | COM | 002824100 | $67.9K | 1,271,742 | 0.1% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $61.6K | 719,546 | 0.1% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $58.6K | 934,133 | 0.1% |
| Perkinelmer Inc(RVTY) | COM | 714046109 | $37.4K | 541,608 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $34.7K | 182,610 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $29.3K | 459,606 | 0.0% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $28.8K | 1,825,002 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $27.2K | 335,690 | 0.0% |
| Integra Lifesciences Hldgs C(IART) | COM NEW | 457985208 | $26.7K | 529,230 | 0.0% |
| Astrazeneca PLC(AZN) | SPONSORED ADR | 046353108 | $25.1K | 740,671 | 0.0% |
| Shire PLC | SPONSORED ADR | 82481R106 | $24.8K | 162,156 | 0.0% |
| Perrigo Co PLC(PRGO) | SHS | G97822103 | $23.7K | 279,440 | 0.0% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $18.3K | 119,100 | 0.0% |
| Patterson Companies Inc(PDCOEUR) | COM | 703395103 | $15.3K | 396,332 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $12.2K | 148,092 | 0.0% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $10.6K | 70,000 | 0.0% |
| Nuvasive Inc(NUVAGBP) | COM | 670704105 | $10.1K | 183,000 | 0.0% |
| Lexicon Pharmaceuticals Inc(LXRX) | COM NEW | 528872302 | $9.1K | 737,453 | 0.0% |
| Impax Laboratories Inc | COM | 45256B101 | $8.6K | 422,261 | 0.0% |
| Tenet Healthcare Corp(THC) | COM NEW | 88033G407 | $8.5K | 515,180 | 0.0% |
| Cigna Corporation | COM | 125509109 | $6.2K | 33,370 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $5.9K | 320,055 | 0.0% |
| Glaxosmithkline PLC | SPONSORED ADR | 37733W105 | $5.5K | 136,655 | 0.0% |
| Owens & Minor Inc New(ACH) | COM | 690732102 | $5.1K | 175,874 | 0.0% |
| Radius Health Inc | COM NEW | 750469207 | $1.5K | 39,173 | 0.0% |