Q3 2018 Holdings
Filed 2018-11-13 | 18 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $950.0K | 24,671 | 78.8% |
| Anthem Inc(ELV) | COM | 036752103 | $49.4K | 180,374 | 4.1% |
| Zimmer Biomet Hldgs Inc(ZBH) | COM | 98956P102 | $31.4K | 238,685 | 2.6% |
| CVS Health Corp(CVS) | COM | 126650100 | $24.8K | 315,380 | 2.1% |
| Molina Healthcare Inc(MOH) | COM | 60855R100 | $22.5K | 151,368 | 1.9% |
| Centene Corp del(CNC) | COM | 15135B101 | $22.1K | 152,840 | 1.8% |
| Celgene Corp(CELG) | COM | 151020104 | $16.3K | 182,027 | 1.4% |
| Amerisourcebergen Corp(COR) | COM | 03073E105 | $16.1K | 174,578 | 1.3% |
| Humana Inc(HUM) | COM | 444859102 | $11.5K | 34,062 | 1.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $11.1K | 79,856 | 0.9% |
| Heron Therapeutics Inc(HRTX) | COM | 427746102 | $9.7K | 307,737 | 0.8% |
| Retrophin Inc | COM | 761299106 | $8.4K | 293,923 | 0.7% |
| Zogenix Inc | COM NEW | 98978L204 | $6.0K | 120,160 | 0.5% |
| Universal Hlth Svcs Inc(UHS) | CL B | 913903100 | $5.5K | 43,279 | 0.5% |
| Patterson Companies Inc(PDCOEUR) | COM | 703395103 | $5.3K | 217,581 | 0.4% |
| Medpace Hldgs Inc(MEDP) | COM | 58506Q109 | $5.2K | 86,670 | 0.4% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $5.1K | 29,313 | 0.4% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $4.9K | 402,955 | 0.4% |