Q4 2019 Holdings
Filed 2020-02-13 | 12 holdings | $38.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Centene Corp del(CNC) | COM | 15135B101 | $30.4M | 483,176 | 79.8% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $7.4M | 164,433 | 19.5% |
| Zimmer Biomet Hldgs Inc(ZBH) | COM | 98956P102 | $43.6K | 290,991 | 0.1% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $33.4K | 225,710 | 0.1% |
| Cigna Corp New(CI) | COM | 125523100 | $31.8K | 155,326 | 0.1% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $29.9K | 176,703 | 0.1% |
| Molina Healthcare Inc(MOH) | COM | 60855R100 | $25.9K | 190,789 | 0.1% |
| Humana Inc(HUM) | COM | 444859102 | $25.0K | 68,288 | 0.1% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $19.9K | 143,670 | 0.1% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $10.1K | 121,278 | 0.0% |
| PRA Health Sciences Inc(PRAH) | COM | 69354M108 | $8.7K | 78,141 | 0.0% |
| Patterson Companies Inc(PDCOEUR) | COM | 703395103 | $5.3K | 257,289 | 0.0% |