Q1 2019 Holdings
Filed 2019-05-14 | 13 holdings | $29.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Centene Corp del(CNC) | COM | 15135B101 | $29.1M | 547,575 | 99.2% |
| Zimmer Biomet Hldgs Inc(ZBH) | COM | 98956P102 | $48.5K | 379,777 | 0.2% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $47.5K | 310,530 | 0.2% |
| Anthem Inc(ELV) | COM | 036752103 | $46.4K | 161,512 | 0.2% |
| Molina Healthcare Inc(MOH) | COM | 60855R100 | $24.0K | 168,867 | 0.1% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $20.8K | 159,213 | 0.1% |
| Universal Hlth Svcs Inc(UHS) | CL B | 913903100 | $19.4K | 144,968 | 0.1% |
| Patterson Companies Inc(PDCOEUR) | COM | 703395103 | $11.1K | 510,054 | 0.0% |
| Medpace Hldgs Inc(MEDP) | COM | 58506Q109 | $7.5K | 126,887 | 0.0% |
| Zogenix Inc | COM NEW | 98978L204 | $6.0K | 108,734 | 0.0% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $4.8K | 355,785 | 0.0% |
| Heron Therapeutics Inc(HRTX) | COM | 427746102 | $4.1K | 166,024 | 0.0% |
| Retrophin Inc | COM | 761299106 | $2.3K | 100,985 | 0.0% |