Q3 2018 Holdings
Filed 2018-11-14 | 144 holdings | $330.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $37.0M | 215,000 | 11.2% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $30.8M | 800,000 | 9.3% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $30.7M | 325,000 | 9.3% |
| Align Technology Inc(ALGN) | COM | 016255101 | $26.4M | 67,500 | 8.0% |
| Acadia Healthcare Company in(ACHC) | COM | 00404A109 | $24.6M | 700,000 | 7.4% |
| Collegium Pharmaceutical Inc(COLL) | COM | 19459J104 | $24.3M | 1,650,100 | 7.3% |
| Axogen Inc(AXGN) | COM | 05463X106 | $20.0M | 543,474 | 6.1% |
| Biogen Inc(BIIB) | COM | 09062X103 | $17.7M | 50,000 | 5.3% |
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $17.3M | 243,500 | 5.2% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $17.2M | 196,500 | 5.2% |
| Aclaris Therapeutics Inc(ACRS) | COM | 00461U105 | $12.8M | 880,000 | 3.9% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $12.5M | 165,000 | 3.8% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $12.1M | 125,000 | 3.7% |
| Coherus Biosciences Inc(CHRS) | COM | 19249H103 | $11.1M | 670,000 | 3.3% |
| Ardelyx Inc(ARDX) | COM | 039697107 | $11.0M | 2,525,557 | 3.3% |
| Adaptimmune Therapeutics PLC(ADAPY) | SPONDS ADR | 00653A107 | $10.2M | 750,000 | 3.1% |
| Biocryst Pharmaceuticals(BCRX) | COM | 09058V103 | $5.3M | 700,000 | 1.6% |
| Corvus Pharmaceuticals Inc(CRVS) | COM | 221015100 | $4.9M | 575,000 | 1.5% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $2.5M | 150,000 | 0.8% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $156.7K | 589,098 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $81.2K | 141,400 | 0.0% |
| Molina Healthcare Inc(MOH) | COM | 60855R100 | $81.0K | 545,000 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $79.3K | 645,000 | 0.0% |
| Wellcare Health Plans Inc | COM | 94946T106 | $75.5K | 235,500 | 0.0% |
| Madrigal Pharmaceuticals Inc(MDGL) | COM | 558868105 | $73.2K | 342,000 | 0.0% |
| Amarin Corp PLC | SPONS ADR NEW | 023111206 | $70.4K | 4,325,000 | 0.0% |
| GW Pharmaceuticals PLC | ADS | 36197T103 | $69.1K | 400,000 | 0.0% |
| Pacira Pharmaceuticals Inc(PCRX) | COM | 695127100 | $63.5K | 1,292,479 | 0.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $63.3K | 455,000 | 0.0% |
| Encompass Health Corp(EHC) | COM | 29261A100 | $52.7K | 676,500 | 0.0% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $50.1K | 310,500 | 0.0% |
| Irhythm Technologies Inc(IRTC) | COM | 450056106 | $45.4K | 480,000 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $41.7K | 300,000 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $37.8K | 196,000 | 0.0% |
| Penumbra Inc(PEN) | COM | 70975L107 | $35.2K | 235,200 | 0.0% |
| Loxo Oncology Inc | COM | 548862101 | $34.7K | 202,981 | 0.0% |
| Teleflex Inc(TFX) | COM | 879369106 | $33.0K | 124,000 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $32.3K | 360,400 | 0.0% |
| Stryker Corp(SYK) | COM | 863667101 | $31.8K | 179,000 | 0.0% |
| PRA Health Sciences Inc(PRAH) | COM | 69354M108 | $31.8K | 288,247 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $31.3K | 180,000 | 0.0% |
| Inogen Inc(INGN) | COM | 45780L104 | $30.8K | 126,000 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $30.4K | 385,000 | 0.0% |
| Zimmer Biomet Hldgs Inc(ZBH) | COM | 98956P102 | $29.6K | 225,000 | 0.0% |
| Spark Therapeutics Inc | COM | 84652J103 | $29.3K | 537,500 | 0.0% |
| Davita Inc(DVA) | COM | 23918K108 | $29.3K | 408,500 | 0.0% |
| Wright MED Group N V | ORD SHS 0.03 PAR | N96617118 | $29.0K | 1,000,000 | 0.0% |
| Tesaro Inc | COM | 881569107 | $28.7K | 735,000 | 0.0% |
| Alder Biopharmaceuticals Inc(ALDR1EUR) | COM | 014339105 | $27.2K | 1,632,500 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $24.3K | 352,100 | 0.0% |