Q3 2015 Holdings
Filed 2015-11-13 | 18 holdings | $40.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biomarin Pharmaceutical Inc(BMRN) | COMMON STOCKS | 09061G101 | $14.7M | 139,164 | 36.5% |
| Brookdale SR Living Inc(BKD) | COMMON STOCKS | 112463104 | $12.9M | 560,220 | 32.0% |
| Biogen Inc(BIIB) | COMMON STOCKS | 09062X103 | $12.4M | 42,500 | 30.9% |
| Edwards Lifesciences Corp(EW) | COMMON STOCKS | 28176E108 | $21.4K | 150,684 | 0.1% |
| Perrigo Co PLC(PRGO) | COMMON STOCKS | G97822103 | $18.1K | 115,000 | 0.0% |
| Cooper COS Inc | COMMON STOCKS | 216648402 | $17.9K | 120,000 | 0.0% |
| Incyte Corp(INCY) | COMMON STOCKS | 45337C102 | $16.0K | 144,710 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COMMON STOCKS | 92532F100 | $14.4K | 138,138 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COMMON STOCKS | 015351109 | $14.1K | 89,884 | 0.0% |
| Cepheid | COMMON STOCKS | 15670R107 | $14.0K | 308,909 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COMMON STOCKS | 46120E602 | $13.8K | 30,000 | 0.0% |
| Nuvasive Inc(NUVAGBP) | COMMON STOCKS | 670704105 | $13.7K | 285,000 | 0.0% |
| Wellcare Health Plans Inc | COMMON STOCKS | 94946T106 | $12.9K | 150,000 | 0.0% |
| Centene Corp(CNC) | COMMON STOCKS | 15135B101 | $12.8K | 236,504 | 0.0% |
| Nektar Therapeutics(NKTREUR) | COMMON STOCKS | 640268108 | $12.1K | 1,100,000 | 0.0% |
| Wright MED Group Inc | COMMON STOCKS | 98235T107 | $11.9K | 565,000 | 0.0% |
| Qiagen NV(QGEN) | COMMON STOCKS | N72482107 | $11.0K | 425,000 | 0.0% |
| Cerner Corp(CERNCHF) | COMMON STOCKS | 156782104 | $10.8K | 180,000 | 0.0% |