Q2 2017 Holdings
Filed 2017-08-11 | 20 holdings | $20.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biomarin Pharmaceutical Inc(BMRN) | COMMON STOCKS | 09061G101 | $8.6M | 94,454 | 42.0% |
| Brookdale Senior Living Inc(BKD) | COMMON STOCKS | 112463104 | $6.6M | 450,000 | 32.4% |
| Align Technology Inc(ALGN) | COMMON STOCKS | 016255101 | $5.1M | 33,904 | 24.9% |
| Tesaro Inc | COMMON STOCKS | 881569107 | $9.4K | 67,490 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COMMON STOCKS | 189464100 | $9.3K | 99,101 | 0.0% |
| Incyte Corp(INCY) | COMMON STOCKS | 45337C102 | $9.1K | 72,051 | 0.0% |
| Ironwood Pharmaceuticals Inc(IRWD) | COMMON STOCKS | 46333X108 | $8.9K | 470,000 | 0.0% |
| Wright MED Group N V | COMMON STOCKS | N96617118 | $8.8K | 320,420 | 0.0% |
| PRA Health Sciences Inc(PRAH) | COMMON STOCKS | 69354M108 | $8.0K | 106,555 | 0.0% |
| Edwards Lifesciences Corp(EW) | COMMON STOCKS | 28176E108 | $8.0K | 67,266 | 0.0% |
| Abiomed Inc(ABMDEUR) | COMMON STOCKS | 003654100 | $7.9K | 55,387 | 0.0% |
| Nevro Corp(NVROEUR) | COMMON STOCKS | 64157F103 | $7.8K | 105,000 | 0.0% |
| Qiagen NV(QGEN) | COMMON STOCKS | N72482123 | $7.3K | 217,954 | 0.0% |
| Smith & Nephew PLC(SNN) | COMMON STOCKS | 83175M205 | $7.0K | 200,000 | 0.0% |
| Portola Pharmaceuticals | COMMON STOCKS | 737010108 | $6.7K | 120,000 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COMMON STOCKS | 64125C109 | $6.7K | 145,303 | 0.0% |
| Icon PLC ORD(ICLR) | COMMON STOCKS | G4705A100 | $6.2K | 63,342 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COMMON STOCKS | 92532F100 | $6.0K | 46,202 | 0.0% |
| Illumina Inc(ILMN) | COMMON STOCKS | 452327109 | $4.8K | 27,500 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COMMON STOCKS | 46120E602 | $4.7K | 5,000 | 0.0% |