Q4 2015 Holdings
Filed 2016-02-12 | 23 holdings | $18.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biogen Inc(BIIB) | COMMON STOCKS | 09062X103 | $17.8M | 58,161 | 98.5% |
| Intuitive Surgical Inc(ISRG) | COMMON STOCKS | 46120E602 | $20.2K | 37,000 | 0.1% |
| Edwards Lifesciences Corp(EW) | COMMON STOCKS | 28176E108 | $19.9K | 252,500 | 0.1% |
| Shire PLC | COMMON STOCKS | 82481R106 | $18.9K | 92,030 | 0.1% |
| Endo Intl PLC | COMMON STOCKS | G30401106 | $15.6K | 255,080 | 0.1% |
| Baxalta Inc | COMMON STOCKS | 07177M103 | $15.0K | 385,000 | 0.1% |
| Cerner Corp(CERNCHF) | COMMON STOCKS | 156782104 | $13.0K | 216,339 | 0.1% |
| Nevro Corp(NVROEUR) | COMMON STOCKS | 64157F103 | $12.8K | 190,000 | 0.1% |
| Impax Laboratories Inc | COMMON STOCKS | 45256B101 | $12.6K | 295,000 | 0.1% |
| Hologic Inc(HOLX) | COMMON STOCKS | 436440101 | $12.6K | 325,747 | 0.1% |
| Quest Diagnostics Inc(DGX) | COMMON STOCKS | 74834L100 | $12.5K | 175,160 | 0.1% |
| Cooper COS Inc | COMMON STOCKS | 216648402 | $12.1K | 90,000 | 0.1% |
| Agilent Technologies Inc(A) | COMMON STOCKS | 00846U101 | $11.9K | 285,000 | 0.1% |
| Neurocrine Biosciences Inc(NBIX) | COMMON STOCKS | 64125C109 | $11.3K | 200,060 | 0.1% |
| Bristol Myers Squibb Co(BMY) | COMMON STOCKS | 110122108 | $11.3K | 164,518 | 0.1% |
| Wright MED Group N V | COMMON STOCKS | N96617118 | $10.9K | 450,000 | 0.1% |
| Cepheid | COMMON STOCKS | 15670R107 | $10.6K | 290,000 | 0.1% |
| Vertex Pharmaceuticals Inc(VRTX) | COMMON STOCKS | 92532F100 | $10.1K | 80,020 | 0.1% |
| Qiagen NV(QGEN) | COMMON STOCKS | N72482107 | $10.0K | 360,000 | 0.1% |
| Depomed Inc | COMMON STOCKS | 249908104 | $9.7K | 535,000 | 0.1% |
| Perrigo Co PLC(PRGO) | COMMON STOCKS | G97822103 | $9.5K | 65,600 | 0.1% |
| ST Jude MED Inc | COMMON STOCKS | 790849103 | $9.4K | 152,500 | 0.1% |
| Masimo Corp(MASI) | COMMON STOCKS | 574795100 | $8.9K | 215,000 | 0.0% |