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Tavio Capital LLC

Q2 2018 Holdings

Filed 2018-08-13 | 17 holdings | $14.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Boston Scientific Corp(BSX)COM101137107$14.2M435,33098.1%
Quest Diagnostics Inc(DGX)COM74834L100$39.9K362,6120.3%
Anthem Inc(ELV)COM036752103$39.2K164,5320.3%
Amerisourcebergen Corp(COR)COM03073E105$27.9K327,0890.2%
CVS Health Corp(CVS)COM126650100$27.7K430,0000.2%
Centene Corp del(CNC)COM15135B101$20.8K168,5960.1%
Alexion Pharmaceuticals Inc(ALXN)COM015351109$20.5K164,9330.1%
HCA Healthcare Inc(HCA)COM40412C101$20.2K197,3180.1%
Humana Inc(HUM)COM444859102$15.8K53,2320.1%
Heron Therapeutics Inc(HRTX)COM427746102$10.8K276,7290.1%
Unitedhealth Group Inc(UNH)COM91324P102$10.4K42,4350.1%
Aetna Inc NewCOM00817Y108$10.2K55,3460.1%
Molina Healthcare Inc(MOH)COM60855R100$10.0K102,2380.1%
Celgene Corp(CELG)COM151020104$10.0K125,4080.1%
Retrophin IncCOM761299106$8.0K293,9230.1%
Amicus Therapeutics Inc(FOLD)COM03152W109$6.3K402,9550.0%
Zogenix IncCOM NEW98978L204$3.5K80,1600.0%