Q4 2018 Holdings
Filed 2019-02-14 | 15 holdings | $240.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Anthem Inc(ELV) | COM | 036752103 | $47.0K | 178,776 | 19.5% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $27.4K | 219,983 | 11.4% |
| Wellcare Health Plans Inc | COM | 94946T106 | $27.0K | 114,337 | 11.2% |
| Zimmer Biomet Hldgs Inc(ZBH) | COM | 98956P102 | $26.9K | 259,115 | 11.2% |
| Molina Healthcare Inc(MOH) | COM | 60855R100 | $25.6K | 220,319 | 10.6% |
| Universal Hlth Svcs Inc(UHS) | CL B | 913903100 | $23.1K | 198,447 | 9.6% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $16.0K | 126,977 | 6.7% |
| CVS Health Corp(CVS) | COM | 126650100 | $11.2K | 170,912 | 4.7% |
| Amerisourcebergen Corp(COR) | COM | 03073E105 | $8.7K | 116,687 | 3.6% |
| Heron Therapeutics Inc(HRTX) | COM | 427746102 | $8.0K | 307,737 | 3.3% |
| Medpace Hldgs Inc(MEDP) | COM | 58506Q109 | $6.7K | 126,887 | 2.8% |
| Zogenix Inc | COM NEW | 98978L204 | $4.0K | 108,734 | 1.6% |
| Patterson Companies Inc(PDCOEUR) | COM | 703395103 | $3.5K | 180,021 | 1.5% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $3.4K | 355,785 | 1.4% |
| Retrophin Inc | COM | 761299106 | $2.3K | 100,985 | 0.9% |