Q4 2019 Holdings
Filed 2020-02-14 | 130 holdings | $504.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $54.3M | 1,200,000 | 10.7% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $41.9M | 364,000 | 8.3% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $39.7M | 247,500 | 7.9% |
| Ardelyx Inc(ARDX) | COM | 039697107 | $36.4M | 4,850,000 | 7.2% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $35.6M | 214,800 | 7.1% |
| Coherus Biosciences Inc(CHRS) | COM | 19249H103 | $35.1M | 1,950,000 | 7.0% |
| Collegium Pharmaceutical Inc(COLL) | COM | 19459J104 | $32.4M | 1,575,000 | 6.4% |
| Acadia Healthcare Company in(ACHC) | COM | 00404A109 | $32.4M | 975,000 | 6.4% |
| Align Technology Inc(ALGN) | COM | 016255101 | $30.9M | 110,900 | 6.1% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $30.6M | 641,500 | 6.1% |
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $29.7M | 213,500 | 5.9% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $28.7M | 670,000 | 5.7% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $28.5M | 337,500 | 5.7% |
| Adaptive Biotechnologies COR(ADPT) | COM | 00650F109 | $16.3M | 545,000 | 3.2% |
| Centene Corp del(CNC) | COM | 15135B101 | $14.4M | 229,800 | 2.9% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $10.3M | 250,000 | 2.0% |
| Aclaris Therapeutics Inc(ACRS) | COM | 00461U105 | $3.0M | 1,600,000 | 0.6% |
| Adaptimmune Therapeutics PLC(ADAPY) | SPONDS ADR | 00653A107 | $960.0K | 800,000 | 0.2% |
| Corvus Pharmaceuticals Inc(CRVS) | COM | 221015100 | $816.0K | 150,000 | 0.2% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $173.7K | 591,000 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $137.4K | 1,278,000 | 0.0% |
| Wellcare Health Plans Inc | COM | 94946T106 | $105.8K | 320,500 | 0.0% |
| Amarin Corp PLC | SPONS ADR NEW | 023111206 | $99.7K | 4,650,000 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $90.2K | 152,500 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $81.3K | 557,500 | 0.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $69.1K | 467,500 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $67.8K | 185,000 | 0.0% |
| Encompass Health Corp(EHC) | COM | 29261A100 | $56.5K | 815,000 | 0.0% |
| Pacira Biosciences(PCRX) | COM | 695127100 | $52.1K | 1,150,000 | 0.0% |
| Epizyme Inc(EPZMEUR) | COM | 29428V104 | $50.4K | 2,050,000 | 0.0% |
| Teleflex Inc(TFX) | COM | 879369106 | $48.9K | 130,000 | 0.0% |
| Insulet Corp(PODD) | COM | 45784P101 | $44.6K | 260,500 | 0.0% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $44.6K | 345,500 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $44.4K | 203,000 | 0.0% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $43.9K | 525,000 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $42.8K | 183,500 | 0.0% |
| Irhythm Technologies Inc(IRTC) | COM | 450056106 | $42.5K | 624,000 | 0.0% |
| Penumbra Inc(PEN) | COM | 70975L107 | $39.8K | 242,500 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $38.8K | 420,000 | 0.0% |
| Mirati Therapeutics Inc(MRTXEUR) | COM | 60468T105 | $38.7K | 300,000 | 0.0% |
| Galapagos NV(GLPG) | SPON ADR | 36315X101 | $36.2K | 175,000 | 0.0% |
| RA Pharmaceuticals Inc | COM | 74933V108 | $35.2K | 750,000 | 0.0% |
| Aprea Therapeutics Inc | COM | 03836J102 | $33.2K | 723,991 | 0.0% |
| Nevro Corp(NVROEUR) | COM | 64157F103 | $32.8K | 279,000 | 0.0% |
| Idexx Labs Inc(IDXX) | COM | 45168D104 | $31.4K | 120,200 | 0.0% |
| Assembly Biosciences Inc | COM | 045396108 | $30.7K | 1,500,000 | 0.0% |
| Blueprint Medicines Corp(2L9) | COM | 09627Y109 | $30.6K | 382,000 | 0.0% |
| Mirum Pharmaceuticals Inc(MIRM) | COM | 604749101 | $30.5K | 1,245,000 | 0.0% |
| Axonics Modulation Tech Inc(AXNX*) | COM | 05465P101 | $30.5K | 1,100,000 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $30.4K | 126,000 | 0.0% |