Q3 2017 Holdings
Filed 2017-11-13 | 56 holdings | $409.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Halozyme Therapeutics Inc(HALO) | COM | 40637H109 | $66.5K | 3,830,190 | 16.2% |
| Sanofi(SNY) | SPONSORED ADR | 80105N105 | $39.7K | 797,486 | 9.7% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $34.6K | 77,300 | 8.4% |
| Allergan PLC | PFD CONV SER A | G0177J116 | $32.2K | 43,600 | 7.9% |
| Tesaro Inc | COM | 881569107 | $28.3K | 219,500 | 6.9% |
| Exact Sciences Corp(EXAS)Put | COM | 30063P105 | $27.1K | 658,000 | 6.6% |
| Anthem Inc(ELV) | COM | 036752103 | $24.1K | 126,700 | 5.9% |
| Healthsouth Corp | COM NEW | 421924309 | $21.3K | 459,600 | 5.2% |
| Allergan PLC | SHS | G0177J108 | $12.3K | 60,100 | 3.0% |
| Aerie Pharmaceuticals Inc(AERIEUR) | COM | 00771V108 | $11.2K | 231,200 | 2.7% |
| TG Therapeutics Inc(TGTX) | COM | 88322Q108 | $10.2K | 863,500 | 2.5% |
| Globus MED Inc(GMED) | CL A | 379577208 | $9.8K | 329,400 | 2.4% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $9.6K | 123,200 | 2.3% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $9.3K | 112,400 | 2.3% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $8.0K | 507,000 | 2.0% |
| Alder Biopharmaceuticals Inc(ALDR1EUR) | COM | 014339105 | $7.9K | 641,170 | 1.9% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $7.4K | 238,700 | 1.8% |
| Express Scripts Hldg Co | COM | 30219G108 | $6.9K | 108,901 | 1.7% |
| Universal Hlth Svcs Inc(UHS) | CL B | 913903100 | $6.8K | 61,200 | 1.7% |
| Mednax Inc(MD) | COM | 58502B106 | $6.6K | 153,000 | 1.6% |
| Theravance Biopharma Inc(TBPH) | COM | G8807B106 | $6.2K | 182,100 | 1.5% |
| Concert Pharmaceuticals Inc(CNCEEUR) | COM | 206022105 | $4.9K | 335,445 | 1.2% |
| Corium Intl Inc | COM | 21887L107 | $4.9K | 445,166 | 1.2% |
| Endologix Inc | COM | 29266S106 | $4.0K | 901,541 | 1.0% |
| Protagonist Therapeutics Inc(PTGX) | COM | 74366E102 | $3.9K | 221,000 | 1.0% |
| Foamix Pharmaceuticals LTD | SHS | M46135105 | $2.6K | 463,297 | 0.6% |
| Sientra Inc | COM | 82621J105 | $2.0K | 130,407 | 0.5% |
| Inotek Pharmaceuticals Corp | COM | 45780V102 | $1.4K | 781,922 | 0.3% |