Q2 2018 Holdings
Filed 2018-08-14 | 147 holdings | $361.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Abbvie Inc(ABBV) | COM | 00287Y109 | $55.6M | 600,000 | 15.4% |
| Acadia Healthcare Company in(ACHC) | COM | 00404A109 | $51.3M | 1,253,500 | 14.2% |
| Collegium Pharmaceutical Inc(COLL) | COM | 19459J104 | $39.4M | 1,650,000 | 10.9% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $33.1M | 215,000 | 9.2% |
| Axogen Inc(AXGN) | COM | 05463X106 | $27.4M | 545,000 | 7.6% |
| Align Technology Inc(ALGN) | COM | 016255101 | $22.6M | 66,000 | 6.3% |
| Aclaris Therapeutics Inc(ACRS) | COM | 00461U105 | $17.1M | 856,000 | 4.7% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $17.1M | 173,500 | 4.7% |
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $16.2M | 243,500 | 4.5% |
| Biogen Inc(BIIB) | COM | 09062X103 | $15.4M | 53,000 | 4.3% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $11.8M | 125,000 | 3.3% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $10.7M | 128,750 | 3.0% |
| Coherus Biosciences Inc(CHRS) | COM | 19249H103 | $9.7M | 690,000 | 2.7% |
| Ardelyx Inc(ARDX) | COM | 039697107 | $9.3M | 2,525,557 | 2.6% |
| Adaptimmune Therapeutics PLC(ADAPY) | SPONDS ADR | 00653A107 | $8.9M | 750,000 | 2.5% |
| Corvus Pharmaceuticals Inc(CRVS) | COM | 221015100 | $6.3M | 575,000 | 1.7% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $5.6M | 172,500 | 1.6% |
| Biocryst Pharmaceuticals(BCRX) | COM | 09058V103 | $1.4M | 250,000 | 0.4% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $139.2K | 567,500 | 0.0% |
| Madrigal Pharmaceuticals Inc(MDGL) | COM | 558868105 | $95.7K | 342,300 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $67.9K | 141,900 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $61.9K | 630,400 | 0.0% |
| GW Pharmaceuticals PLC | ADS | 36197T103 | $61.4K | 440,000 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $61.1K | 492,500 | 0.0% |
| Wellcare Health Plans Inc | COM | 94946T106 | $54.9K | 223,000 | 0.0% |
| Molina Healthcare Inc(MOH) | COM | 60855R100 | $53.4K | 545,000 | 0.0% |
| Loxo Oncology Inc | COM | 548862101 | $50.3K | 289,900 | 0.0% |
| Spark Therapeutics Inc | COM | 84652J103 | $45.0K | 544,000 | 0.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $44.1K | 430,000 | 0.0% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $39.3K | 297,500 | 0.0% |
| Irhythm Technologies Inc(IRTC) | COM | 450056106 | $38.9K | 480,000 | 0.0% |
| Pacira Pharmaceuticals Inc(PCRX) | COM | 695127100 | $38.4K | 1,198,000 | 0.0% |
| Radius Health Inc | COM NEW | 750469207 | $33.2K | 1,125,000 | 0.0% |
| Penumbra Inc(PEN) | COM | 70975L107 | $32.7K | 236,750 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $32.4K | 190,500 | 0.0% |
| Encompass Health Corp(EHC) | COM | 29261A100 | $30.5K | 450,000 | 0.0% |
| Stryker Corp(SYK) | COM | 863667101 | $30.1K | 178,000 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $28.6K | 360,400 | 0.0% |
| Davita Inc(DVA) | COM | 23918K108 | $28.4K | 408,500 | 0.0% |
| Puma Biotechnology Inc(PBYI) | COM | 74587V107 | $28.1K | 475,800 | 0.0% |
| Tesaro Inc | COM | 881569107 | $27.8K | 625,400 | 0.0% |
| PRA Health Sciences Inc(PRAH) | COM | 69354M108 | $26.9K | 288,247 | 0.0% |
| Wright MED Group N V | ORD SHS 0.03 PAR | N96617118 | $26.0K | 1,000,000 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $25.9K | 365,000 | 0.0% |
| Medicines Co | COM | 584688105 | $25.3K | 690,000 | 0.0% |
| Teleflex Inc(TFX) | COM | 879369106 | $24.8K | 92,500 | 0.0% |
| Alder Biopharmaceuticals Inc(ALDR1EUR) | COM | 014339105 | $24.7K | 1,565,000 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $24.0K | 165,000 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $22.7K | 380,000 | 0.0% |
| Inogen Inc(INGN) | COM | 45780L104 | $22.2K | 119,000 | 0.0% |