Q3 2019 Holdings
Filed 2019-11-13 | 11 holdings | $6.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $6.7M | 164,433 | 97.3% |
| Zimmer Biomet Hldgs Inc(ZBH) | COM | 98956P102 | $39.1K | 284,523 | 0.6% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $32.9K | 195,916 | 0.5% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $25.4K | 185,502 | 0.4% |
| Molina Healthcare Inc(MOH) | COM | 60855R100 | $24.3K | 221,878 | 0.4% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $17.3K | 143,333 | 0.3% |
| Humana Inc(HUM) | COM | 444859102 | $15.8K | 61,885 | 0.2% |
| Patterson Companies Inc(PDCOEUR) | COM | 703395103 | $11.6K | 651,397 | 0.2% |
| Wright MED Group N V | ORD SHS | N96617118 | $6.7K | 323,625 | 0.1% |
| PRA Health Sciences Inc(PRAH) | COM | 69354M108 | $4.8K | 48,063 | 0.1% |
| Cigna Corp New(CI) | COM | 125523100 | $4.7K | 31,004 | 0.1% |