Q4 2017 Holdings
Filed 2018-02-13 | 60 holdings | $391.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sanofi(SNY) | SPONSORED ADR | 80105N105 | $43.0K | 999,786 | 11.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $42.7K | 113,500 | 10.9% |
| Mylan N V | SHS EURO | N59465109 | $25.7K | 606,500 | 6.6% |
| Aetna Inc New | COM | 00817Y108 | $25.3K | 140,200 | 6.5% |
| CVS Health Corp(CVS) | COM | 126650100 | $22.9K | 315,500 | 5.8% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $21.7K | 1,448,800 | 5.5% |
| Abbott Labs(ABT) | COM | 002824100 | $17.5K | 307,400 | 4.5% |
| Novartis A G(NVSN) | SPONSORED ADR | 66987V109 | $17.2K | 204,900 | 4.4% |
| Aerie Pharmaceuticals Inc(AERIEUR) | COM | 00771V108 | $16.6K | 278,400 | 4.2% |
| Allergan PLC | 5.5% CNV PFD A | G0177J116 | $14.7K | $25,000 | 3.7% |
| Endologix Inc | COM | 29266S106 | $11.8K | 2,196,225 | 3.0% |
| Cerner Corp(CERNCHF) | COM | 156782104 | $11.4K | 169,000 | 2.9% |
| TG Therapeutics Inc(TGTX) | COM | 88322Q108 | $11.1K | 1,355,178 | 2.8% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $11.1K | 137,600 | 2.8% |
| Halozyme Therapeutics Inc(HALO) | COM | 40637H109 | $10.9K | 537,500 | 2.8% |
| Mimedx Group Inc(MDXG) | COM | 602496101 | $9.2K | 726,300 | 2.3% |
| Alder Biopharmaceuticals Inc(ALDR1EUR) | COM | 014339105 | $9.0K | 786,870 | 2.3% |
| Select MED Hldgs Corp(SEM) | COM | 81619Q105 | $8.7K | 490,500 | 2.2% |
| Revance Therapeutics Inc(RVNCEUR) | COM | 761330109 | $8.5K | 236,355 | 2.2% |
| Allergan PLC | SHS | G0177J108 | $8.0K | 48,900 | 2.0% |
| Concert Pharmaceuticals Inc(CNCEEUR) | COM | 206022105 | $7.1K | 276,345 | 1.8% |
| Sientra Inc | COM | 82621J105 | $6.8K | 484,607 | 1.7% |
| Avexis Inc | COM | 05366U100 | $6.4K | 58,100 | 1.6% |
| Healthsouth Corp | COM NEW | 421924309 | $5.7K | 116,300 | 1.5% |
| Nxstage Medical Inc | COM | 67072V103 | $5.2K | 213,200 | 1.3% |
| Theravance Biopharma Inc(TBPH) | COM | G8807B106 | $4.8K | 171,800 | 1.2% |
| Protagonist Therapeutics Inc(PTGX) | COM | 74366E102 | $3.7K | 180,000 | 1.0% |
| Foamix Pharmaceuticals LTD | SHS | M46135105 | $2.3K | 377,397 | 0.6% |
| Inotek Pharmaceuticals Corp | COM | 45780V102 | $1.7K | 637,022 | 0.4% |
| Exact Sciences Corp(EXAS)Put | COM | 30063P105 | $1.2K | 5,541 | 0.3% |