Q4 2017 Holdings
Filed 2018-02-12 | 36 holdings | $87.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $42.2M | 1,700,880 | 48.2% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $22.7M | 95,040 | 25.9% |
| Biogen Inc(BIIB) | COM | 09062X103 | $21.0M | 65,800 | 24.0% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $1.2M | 9,400 | 1.4% |
| Abbott Labs(ABT) | COM | 002824100 | $61.6K | 1,079,842 | 0.1% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $44.9K | 694,438 | 0.1% |
| Perkinelmer Inc(RVTY) | COM | 714046109 | $32.2K | 440,808 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $31.4K | 558,500 | 0.0% |
| Astrazeneca PLC(AZN) | SPONSORED ADR | 046353108 | $31.1K | 896,771 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $27.3K | 121,310 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $25.6K | 357,890 | 0.0% |
| Integra Lifesciences Hldgs C(IART) | COM NEW | 457985208 | $24.2K | 506,630 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $23.6K | 385,006 | 0.0% |
| Perrigo Co PLC(PRGO) | SHS | G97822103 | $21.8K | 249,540 | 0.0% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $17.8K | 1,188,553 | 0.0% |
| Nuvasive Inc(NUVAGBP) | COM | 670704105 | $15.2K | 260,200 | 0.0% |
| Cigna Corporation | COM | 125509109 | $14.9K | 73,170 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $13.0K | 153,414 | 0.0% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $12.8K | 80,000 | 0.0% |
| Patterson Companies Inc(PDCOEUR) | COM | 703395103 | $11.0K | 303,132 | 0.0% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $10.5K | 67,315 | 0.0% |
| Shire PLC | SPONSORED ADR | 82481R106 | $10.4K | 67,075 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $10.3K | 150,992 | 0.0% |
| Allergan PLC | SHS | G0177J108 | $10.2K | 62,600 | 0.0% |
| Glaxosmithkline PLC | SPONSORED ADR | 37733W105 | $9.7K | 273,312 | 0.0% |
| Lexicon Pharmaceuticals Inc(LXRX) | COM NEW | 528872302 | $8.3K | 837,192 | 0.0% |
| Tenet Healthcare Corp(THC) | COM NEW | 88033G407 | $7.1K | 465,621 | 0.0% |
| Davita Inc(DVA) | COM | 23918K108 | $6.3K | 86,680 | 0.0% |
| Stericycle Inc(SRCLEUR) | COM | 858912108 | $5.6K | 81,800 | 0.0% |
| Mylan N V | SHS EURO | N59465109 | $5.6K | 131,361 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $3.8K | 275,024 | 0.0% |
| Ionis Pharmaceuticals Inc(IONS) | COM | 462222100 | $3.1K | 62,100 | 0.0% |
| Spark Therapeutics Inc | COM | 84652J103 | $2.7K | 52,500 | 0.0% |
| Portola Pharmaceuticals Inc | COM | 737010108 | $2.4K | 50,000 | 0.0% |
| Juno Therapeutics Inc | COM | 48205A109 | $2.0K | 43,400 | 0.0% |
| Radius Health Inc | COM NEW | 750469207 | $1.7K | 52,173 | 0.0% |