Q1 2018 Holdings
Filed 2018-05-14 | 62 holdings | $316.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Astrazeneca PLC(AZN) | SPONSORED ADR | 046353108 | $26.5K | 757,710 | 8.4% |
| Exact Sciences Corp(EXAS)Put | COM | 30063P105 | $21.9K | 541,900 | 6.9% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $21.3K | 61,720 | 6.7% |
| Sanofi(SNY) | SPONSORED ADR | 80105N105 | $20.5K | 511,446 | 6.5% |
| Mylan N V | SHS EURO | N59465109 | $20.3K | 493,820 | 6.4% |
| Allergan PLC | SHS | G0177J108 | $15.5K | 92,372 | 4.9% |
| Pfizer Inc(PFE) | COM | 717081103 | $15.5K | 435,360 | 4.9% |
| Cigna Corporation | COM | 125509109 | $15.4K | 91,800 | 4.9% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $15.4K | 282,420 | 4.9% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $12.8K | 159,850 | 4.0% |
| Alder Biopharmaceuticals Inc(ALDR1EUR) | COM | 014339105 | $10.5K | 822,890 | 3.3% |
| Novartis A G(NVSN) | SPONSORED ADR | 66987V109 | $10.3K | 127,300 | 3.2% |
| Amgen Inc(AMGN) | COM | 031162100 | $10.1K | 59,300 | 3.2% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $10.0K | 649,824 | 3.2% |
| DR Reddys Labs LTD(RDY) | ADR | 256135203 | $9.6K | 295,132 | 3.0% |
| CVS Health Corp(CVS) | COM | 126650100 | $7.5K | 120,830 | 2.4% |
| Aetna Inc New | COM | 00817Y108 | $7.4K | 43,900 | 2.3% |
| TG Therapeutics Inc(TGTX) | COM | 88322Q108 | $6.8K | 475,918 | 2.1% |
| Mimedx Group Inc(MDXG) | COM | 602496101 | $6.3K | 902,100 | 2.0% |
| Endologix Inc | COM | 29266S106 | $5.6K | 1,316,912 | 1.8% |
| United Therapeutics Corp del(UTHR) | COM | 91307C102 | $5.3K | 47,000 | 1.7% |
| Nxstage Medical Inc | COM | 67072V103 | $5.2K | 208,480 | 1.6% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $5.2K | 81,600 | 1.6% |
| Sientra Inc | COM | 82621J105 | $5.1K | 529,210 | 1.6% |
| Arena Pharmaceuticals Inc(ARNAEUR) | COM NEW | 040047607 | $5.0K | 127,564 | 1.6% |
| Amerisourcebergen Corp(COR) | COM | 03073E105 | $5.0K | 57,600 | 1.6% |
| Concert Pharmaceuticals Inc(CNCEEUR) | COM | 206022105 | $4.6K | 199,139 | 1.4% |
| Theravance Biopharma Inc(TBPH) | COM | G8807B106 | $4.6K | 187,856 | 1.4% |
| Aerie Pharmaceuticals Inc(AERIEUR) | COM | 00771V108 | $3.8K | 70,668 | 1.2% |
| Anaptysbio Inc(ANAB) | COM | 032724106 | $2.6K | 25,200 | 0.8% |
| Protagonist Therapeutics Inc(PTGX) | COM | 74366E102 | $1.5K | 175,990 | 0.5% |