Q4 2016 Holdings
Filed 2017-02-14 | 60 holdings | $377.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sanofi(SNY) | SPONSORED ADR | 80105N105 | $49.9K | 1,234,200 | 13.2% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $40.3K | 547,405 | 10.7% |
| Shire PLC | SPONSORED ADR | 82481R106 | $33.5K | 196,400 | 8.9% |
| Allergan PLC | SHS | G0177J108 | $33.3K | 158,700 | 8.8% |
| Anthem Inc(ELV) | COM | 036752103 | $31.0K | 215,500 | 8.2% |
| Express Scripts Hldg Co | COM | 30219G108 | $30.7K | 447,001 | 8.2% |
| Tesaro Inc | COM | 881569107 | $19.1K | 142,300 | 5.1% |
| Mallinckrodt PUB LTD Co | SHS | G5785G107 | $15.3K | 306,500 | 4.0% |
| Halozyme Therapeutics Inc(HALO) | COM | 40637H109 | $12.1K | 1,225,444 | 3.2% |
| Mimedx Group Inc(MDXG) | COM | 602496101 | $11.0K | 1,245,550 | 2.9% |
| Retrophin Inc | COM | 761299106 | $9.3K | 492,889 | 2.5% |
| Healthways Inc | COM | 422245100 | $8.7K | 383,200 | 2.3% |
| Centene Corp del(CNC) | COM | 15135B101 | $8.3K | 146,600 | 2.2% |
| Myriad Genetics Inc(MYGN) | COM | 62855J104 | $8.3K | 495,100 | 2.2% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $8.0K | 531,898 | 2.1% |
| Abbott Labs(ABT) | COM | 002824100 | $7.5K | 196,300 | 2.0% |
| Aerie Pharmaceuticals Inc(AERIEUR) | COM | 00771V108 | $7.2K | 188,900 | 1.9% |
| Corium Intl Inc | COM | 21887L107 | $6.4K | 1,576,766 | 1.7% |
| Foamix Pharmaceuticals LTD | SHS | M46135105 | $6.1K | 550,997 | 1.6% |
| Esperion Therapeutics Inc NE(ESPR) | COM | 29664W105 | $4.6K | 364,000 | 1.2% |
| Neuroderm LTD | ORD SHS | M74231107 | $4.1K | 186,800 | 1.1% |
| Concert Pharmaceuticals Inc(CNCEEUR) | COM | 206022105 | $4.1K | 400,588 | 1.1% |
| Orthofix Intl N V | COM | N6748L102 | $4.0K | 111,375 | 1.1% |
| Arena Pharmaceuticals Inc | COM | 040047102 | $2.7K | 1,877,491 | 0.7% |
| Alder Biopharmaceuticals Inc(ALDR1EUR) | COM | 014339105 | $2.6K | 124,570 | 0.7% |
| Inotek Pharmaceuticals Corp | COM | 45780V102 | $2.5K | 412,422 | 0.7% |
| Aviragen Therapeutics Inc | COM | 053761102 | $2.2K | 1,774,876 | 0.6% |
| Zogenix Inc | COM NEW | 98978L204 | $1.9K | 158,100 | 0.5% |
| Paratek Pharmaceuticals Inc | COM | 699374302 | $1.9K | 124,519 | 0.5% |
| Advanced Accelerator Applic | SPONSORED ADS | 00790T100 | $385 | 14,400 | 0.1% |