Q4 2018 Holdings
Filed 2019-02-14 | 133 holdings | $254.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $32.3M | 915,000 | 12.7% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $30.1M | 214,800 | 11.8% |
| Collegium Pharmaceutical Inc(COLL) | COM | 19459J104 | $27.6M | 1,605,105 | 10.8% |
| Acadia Healthcare Company in(ACHC) | COM | 00404A109 | $23.2M | 900,750 | 9.1% |
| Align Technology Inc(ALGN) | COM | 016255101 | $22.0M | 105,000 | 8.6% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $17.1M | 178,000 | 6.7% |
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $15.3M | 243,500 | 6.0% |
| Biogen Inc(BIIB) | COM | 09062X103 | $15.0M | 50,000 | 5.9% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $14.1M | 194,000 | 5.6% |
| Axogen Inc(AXGN) | COM | 05463X106 | $12.3M | 603,970 | 4.8% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $11.0M | 129,000 | 4.3% |
| Aclaris Therapeutics Inc(ACRS) | COM | 00461U105 | $9.8M | 1,329,400 | 3.9% |
| Coherus Biosciences Inc(CHRS) | COM | 19249H103 | $6.1M | 670,000 | 2.4% |
| Biocryst Pharmaceuticals(BCRX) | COM | 09058V103 | $5.6M | 700,000 | 2.2% |
| Adaptimmune Therapeutics PLC(ADAPY) | SPONDS ADR | 00653A107 | $4.3M | 750,000 | 1.7% |
| Ardelyx Inc(ARDX) | COM | 039697107 | $3.6M | 2,000,000 | 1.4% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $1.9M | 150,000 | 0.8% |
| Corvus Pharmaceuticals Inc(CRVS) | COM | 221015100 | $1.5M | 400,000 | 0.6% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $150.2K | 603,100 | 0.1% |
| Wellcare Health Plans Inc | COM | 94946T106 | $92.0K | 389,500 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $72.8K | 152,000 | 0.0% |
| Amarin Corp PLC | SPONS ADR NEW | 023111206 | $60.9K | 4,476,000 | 0.0% |
| GW Pharmaceuticals PLC | ADS | 36197T103 | $58.4K | 599,500 | 0.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $56.6K | 455,000 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $56.3K | 788,600 | 0.0% |
| Pacira Pharmaceuticals Inc(PCRX) | COM | 695127100 | $53.8K | 1,250,000 | 0.0% |
| Encompass Health Corp(EHC) | COM | 29261A100 | $44.7K | 725,000 | 0.0% |
| Tesaro Inc | COM | 881569107 | $44.7K | 601,700 | 0.0% |
| Molina Healthcare Inc(MOH) | COM | 60855R100 | $39.7K | 342,000 | 0.0% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $35.7K | 327,000 | 0.0% |
| Loxo Oncology Inc | COM | 548862101 | $33.8K | 241,500 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $33.6K | 203,000 | 0.0% |
| Teleflex Inc(TFX) | COM | 879369106 | $33.6K | 130,000 | 0.0% |
| Irhythm Technologies Inc(IRTC) | COM | 450056106 | $33.5K | 482,000 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $28.1K | 183,500 | 0.0% |
| Stryker Corp(SYK) | COM | 863667101 | $28.1K | 179,000 | 0.0% |
| Penumbra Inc(PEN) | COM | 70975L107 | $27.5K | 225,000 | 0.0% |
| Wright MED Group N V | ORD SHS 0.03 PAR | N96617118 | $27.2K | 1,000,000 | 0.0% |
| Madrigal Pharmaceuticals Inc(MDGL) | COM | 558868105 | $27.2K | 241,000 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $24.3K | 385,000 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $23.6K | 242,500 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $21.5K | 96,000 | 0.0% |
| Allakos Inc(ALLKGUSD) | COM | 01671P100 | $21.1K | 404,000 | 0.0% |
| Spark Therapeutics Inc | COM | 84652J103 | $21.0K | 537,500 | 0.0% |
| Idexx Labs Inc(IDXX) | COM | 45168D104 | $20.6K | 110,500 | 0.0% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $19.8K | 300,700 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $19.7K | 310,000 | 0.0% |
| Ultragenyx Pharmaceutical in(RARE) | COM | 90400D108 | $18.5K | 425,000 | 0.0% |
| PRA Health Sciences Inc(PRAH) | COM | 69354M108 | $18.4K | 200,000 | 0.0% |
| Radius Health Inc | COM NEW | 750469207 | $18.1K | 1,100,000 | 0.0% |