Q1 2018 Holdings
Filed 2018-05-15 | 149 holdings | $338.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Abbvie Inc(ABBV) | COM | 00287Y109 | $56.8M | 600,000 | 16.8% |
| Acadia Healthcare Company in(ACHC) | COM | 00404A109 | $49.1M | 1,253,500 | 14.5% |
| Collegium Pharmaceutical Inc(COLL) | COM | 19459J104 | $49.1M | 1,920,000 | 14.5% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $37.2M | 221,250 | 11.0% |
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $18.5M | 283,500 | 5.5% |
| Axogen Inc(AXGN) | COM | 05463X106 | $18.4M | 505,000 | 5.4% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $17.0M | 143,000 | 5.0% |
| Align Technology Inc(ALGN) | COM | 016255101 | $16.4M | 65,500 | 4.9% |
| Biogen Inc(BIIB) | COM | 09062X103 | $14.5M | 53,000 | 4.3% |
| Ardelyx Inc(ARDX) | COM | 039697107 | $11.5M | 2,275,557 | 3.4% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $10.1M | 125,000 | 3.0% |
| Adaptimmune Therapeutics PLC(ADAPY) | SPONDS ADR | 00653A107 | $9.8M | 875,000 | 2.9% |
| Aclaris Therapeutics Inc(ACRS) | COM | 00461U105 | $9.3M | 530,000 | 2.7% |
| Coherus Biosciences Inc(CHRS) | COM | 19249H103 | $7.7M | 695,000 | 2.3% |
| Corvus Pharmaceuticals Inc(CRVS) | COM | 221015100 | $6.6M | 575,000 | 2.0% |
| Biocryst Pharmaceuticals(BCRX) | COM | 09058V103 | $4.4M | 925,000 | 1.3% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $104.3K | 487,500 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $59.4K | 143,900 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $54.1K | 485,000 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $50.3K | 606,200 | 0.0% |
| Molina Healthcare Inc(MOH) | COM | 60855R100 | $46.8K | 576,000 | 0.0% |
| Spark Therapeutics Inc | COM | 84652J103 | $41.5K | 623,500 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $41.1K | 650,000 | 0.0% |
| GW Pharmaceuticals PLC | ADS | 36197T103 | $40.6K | 360,000 | 0.0% |
| Aetna Inc New | COM | 00817Y108 | $40.4K | 239,000 | 0.0% |
| Madrigal Pharmaceuticals Inc(MDGL) | COM | 558868105 | $38.0K | 325,500 | 0.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $36.9K | 380,000 | 0.0% |
| Loxo Oncology Inc | COM | 548862101 | $36.5K | 316,500 | 0.0% |
| Radius Health Inc | COM NEW | 750469207 | $35.9K | 1,000,000 | 0.0% |
| Pacira Pharmaceuticals Inc(PCRX) | COM | 695127100 | $35.0K | 1,125,000 | 0.0% |
| PRA Health Sciences Inc(PRAH) | COM | 69354M108 | $32.8K | 395,000 | 0.0% |
| Tesaro Inc | COM | 881569107 | $32.7K | 573,000 | 0.0% |
| Irhythm Technologies Inc(IRTC) | COM | 450056106 | $30.1K | 477,500 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $29.5K | 181,000 | 0.0% |
| Stryker Corp(SYK) | COM | 863667101 | $28.6K | 178,000 | 0.0% |
| Penumbra Inc(PEN) | COM | 70975L107 | $28.1K | 243,000 | 0.0% |
| Puma Biotechnology Inc(PBYI) | COM | 74587V107 | $28.1K | 412,900 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $27.7K | 310,100 | 0.0% |
| Davita Inc(DVA) | COM | 23918K108 | $26.9K | 407,500 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $26.5K | 190,001 | 0.0% |
| Wellcare Health Plans Inc | COM | 94946T106 | $25.9K | 134,000 | 0.0% |
| Amerisourcebergen Corp(COR) | COM | 03073E105 | $25.4K | 295,000 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $23.6K | 114,500 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $23.6K | 313,400 | 0.0% |
| Teleflex Inc(TFX) | COM | 879369106 | $23.6K | 92,500 | 0.0% |
| Avexis Inc | COM | 05366U100 | $23.5K | 190,000 | 0.0% |
| Medicines Co | COM | 584688105 | $22.7K | 690,000 | 0.0% |
| Epizyme Inc(EPZMEUR) | COM | 29428V104 | $22.6K | 1,275,000 | 0.0% |
| Assembly Biosciences Inc | COM | 045396108 | $21.8K | 443,000 | 0.0% |
| Mersana Therapeutics Inc | COM | 59045L106 | $20.5K | 1,300,000 | 0.0% |