Q1 2019 Holdings
Filed 2019-05-15 | 131 holdings | $288.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $37.2M | 970,000 | 12.9% |
| Align Technology Inc(ALGN) | COM | 016255101 | $29.9M | 105,000 | 10.3% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $28.4M | 214,800 | 9.8% |
| Acadia Healthcare Company in(ACHC) | COM | 00404A109 | $27.1M | 925,000 | 9.4% |
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $25.1M | 213,500 | 8.7% |
| Collegium Pharmaceutical Inc(COLL) | COM | 19459J104 | $23.9M | 1,577,893 | 8.3% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $22.7M | 181,700 | 7.9% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $21.8M | 233,500 | 7.6% |
| Axogen Inc(AXGN) | COM | 05463X106 | $12.7M | 603,970 | 4.4% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $12.0M | 135,000 | 4.2% |
| Aclaris Therapeutics Inc(ACRS) | COM | 00461U105 | $10.2M | 1,700,000 | 3.5% |
| Coherus Biosciences Inc(CHRS) | COM | 19249H103 | $9.1M | 670,000 | 3.2% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $7.9M | 117,500 | 2.7% |
| Biocryst Pharmaceuticals(BCRX) | COM | 09058V103 | $5.7M | 700,000 | 2.0% |
| Ardelyx Inc(ARDX) | COM | 039697107 | $5.6M | 2,000,000 | 1.9% |
| Adaptimmune Therapeutics PLC(ADAPY) | SPONDS ADR | 00653A107 | $3.4M | 800,000 | 1.2% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $2.2M | 150,000 | 0.8% |
| Corvus Pharmaceuticals Inc(CRVS) | COM | 221015100 | $1.6M | 400,000 | 0.6% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $146.1K | 591,000 | 0.1% |
| GW Pharmaceuticals PLC | ADS | 36197T103 | $118.0K | 700,000 | 0.0% |
| Amarin Corp PLC | SPONS ADR NEW | 023111206 | $93.9K | 4,525,000 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $87.0K | 152,500 | 0.0% |
| Wellcare Health Plans Inc | COM | 94946T106 | $86.3K | 320,000 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $74.4K | 844,500 | 0.0% |
| Spark Therapeutics Inc | COM | 84652J103 | $61.2K | 537,500 | 0.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $59.3K | 455,000 | 0.0% |
| Pacira Pharmaceuticals Inc(PCRX) | COM | 695127100 | $47.6K | 1,250,000 | 0.0% |
| Encompass Health Corp(EHC) | COM | 29261A100 | $46.7K | 800,000 | 0.0% |
| Ultragenyx Pharmaceutical in(RARE) | COM | 90400D108 | $40.2K | 580,000 | 0.0% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $39.9K | 334,500 | 0.0% |
| Teleflex Inc(TFX) | COM | 879369106 | $39.3K | 130,000 | 0.0% |
| Irhythm Technologies Inc(IRTC) | COM | 450056106 | $37.5K | 499,615 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $37.3K | 203,000 | 0.0% |
| Stryker Corp(SYK) | COM | 863667101 | $35.4K | 179,000 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $35.1K | 183,500 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $34.4K | 397,000 | 0.0% |
| Penumbra Inc(PEN) | COM | 70975L107 | $33.1K | 225,000 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $32.8K | 242,500 | 0.0% |
| Madrigal Pharmaceuticals Inc(MDGL) | COM | 558868105 | $32.0K | 255,250 | 0.0% |
| Portola Pharmaceuticals Inc | COM | 737010108 | $30.4K | 875,000 | 0.0% |
| Molina Healthcare Inc(MOH) | COM | 60855R100 | $29.5K | 207,500 | 0.0% |
| Wright MED Group N V | ORD SHS | N96617118 | $29.0K | 920,608 | 0.0% |
| Invitae Corp(NVTA1EUR) | COM | 46185L103 | $26.9K | 1,150,000 | 0.0% |
| Idexx Labs Inc(IDXX) | COM | 45168D104 | $26.9K | 120,200 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $26.9K | 312,300 | 0.0% |
| PRA Health Sciences Inc(PRAH) | COM | 69354M108 | $26.5K | 240,000 | 0.0% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $24.7K | 850,000 | 0.0% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $24.5K | 300,700 | 0.0% |
| Radius Health Inc | COM NEW | 750469207 | $23.4K | 1,175,000 | 0.0% |
| Biogen Inc(BIIB)Call | COM | 09062X103 | $23.0K | 97,500 | 0.0% |