Q4 2019 Holdings
Filed 2020-02-14 | 23 holdings | $50.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $33.5M | 739,842 | 65.8% |
| Centene Corp del(CNC) | COM | 15135B101 | $12.6M | 200,000 | 24.7% |
| Adaptive Biotechnologies COR(ADPT) | COM | 00650F109 | $4.5M | 150,000 | 8.8% |
| Zimmer Biomet Hldgs Inc(ZBH) | COM | 98956P102 | $29.3K | 195,664 | 0.1% |
| Encompass Health Corp(EHC) | COM | 29261A100 | $27.5K | 396,670 | 0.1% |
| Illumina Inc(ILMN) | COM | 452327109 | $27.4K | 82,500 | 0.1% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $22.9K | 155,000 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $22.0K | 59,997 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $19.3K | 300,000 | 0.0% |
| Horizon Therapeutics PUB LTD | SHS | G46188101 | $17.7K | 488,298 | 0.0% |
| Envista Hldgs Corp(NVST) | COM | 29415F104 | $17.7K | 596,064 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $16.6K | 55,000 | 0.0% |
| Cerner Corp(CERNCHF)Call | COM | 156782104 | $14.7K | 200,000 | 0.0% |
| Repligen Corp(RGEN) | COM | 759916109 | $13.9K | 150,000 | 0.0% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $13.8K | 100,000 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $12.9K | 139,900 | 0.0% |
| Inovalon Hldgs Inc(INOV) | COM CL A | 45781D101 | $11.9K | 633,708 | 0.0% |
| Guardant Health Inc(GH) | COM | 40131M109 | $11.3K | 144,378 | 0.0% |
| Nevro Corp(NVROEUR) | COM | 64157F103 | $10.5K | 89,333 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $10.2K | 17,333 | 0.0% |
| Twist Bioscience Corp(TWST) | COM | 90184D100 | $10.1K | 483,144 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $10.0K | 45,734 | 0.0% |
| Sanofi(SNY) | SPONSORED ADR | 80105N105 | $7.1K | 142,220 | 0.0% |