Q2 2019 Holdings
Filed 2019-08-13 | 10 holdings | $34.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Centene Corp del(CNC) | COM | 15135B101 | $34.0M | 648,822 | 99.4% |
| Zimmer Biomet Hldgs Inc(ZBH) | COM | 98956P102 | $40.9K | 347,259 | 0.1% |
| Molina Healthcare Inc(MOH) | COM | 60855R100 | $33.7K | 235,686 | 0.1% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $30.8K | 178,411 | 0.1% |
| Anthem Inc(ELV) | COM | 036752103 | $29.6K | 104,849 | 0.1% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $20.2K | 150,585 | 0.1% |
| Danaher Corporation(DHR) | COM | 235851102 | $17.8K | 124,542 | 0.1% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $16.0K | 118,357 | 0.0% |
| Patterson Companies Inc(PDCOEUR) | COM | 703395103 | $11.7K | 510,054 | 0.0% |
| Davita Inc(DVA) | COM | 23918K108 | $11.6K | 206,338 | 0.0% |