Q1 2020 Holdings
Filed 2020-05-15 | 131 holdings | $540.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biogen Inc(BIIB) | COM | 09062X103 | $56.9M | 180,000 | 10.5% |
| Centene Corp del(CNC) | COM | 15135B101 | $44.6M | 750,000 | 8.2% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $43.3M | 1,025,000 | 8.0% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $41.5M | 381,500 | 7.7% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $37.4M | 1,055,500 | 6.9% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $35.9M | 1,100,000 | 6.6% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $32.6M | 247,500 | 6.0% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $32.1M | 380,000 | 5.9% |
| Coherus Biosciences Inc(CHRS) | COM | 19249H103 | $31.6M | 1,950,000 | 5.9% |
| Ardelyx Inc(ARDX) | COM | 039697107 | $27.6M | 4,850,000 | 5.1% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $26.4M | 214,800 | 4.9% |
| Ascendis Pharma A S(ASND) | SPONSORED ADR | 04351P101 | $24.0M | 213,500 | 4.4% |
| Align Technology Inc(ALGN) | COM | 016255101 | $22.2M | 127,500 | 4.1% |
| Collegium Pharmaceutical Inc(COLL) | COM | 19459J104 | $19.2M | 1,175,000 | 3.5% |
| Acadia Healthcare Company in(ACHC) | COM | 00404A109 | $16.5M | 900,000 | 3.1% |
| Adaptive Biotechnologies COR(ADPT) | COM | 00650F109 | $15.1M | 545,000 | 2.8% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $11.5M | 285,000 | 2.1% |
| Conmed Corp(CNMD) | COM | 207410101 | $10.3M | 180,000 | 1.9% |
| Allogene Therapeutics Inc(ALLO) | COM | 019770106 | $4.9M | 250,000 | 0.9% |
| Adaptimmune Therapeutics PLC(ADAPY) | SPONDS ADR | 00653A107 | $3.3M | 1,200,000 | 0.6% |
| Aclaris Therapeutics Inc(ACRS) | COM | 00461U105 | $1.7M | 1,600,000 | 0.3% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $116.8K | 1,349,500 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $75.5K | 152,500 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $74.8K | 300,000 | 0.0% |
| Irhythm Technologies Inc(IRTC) | COM | 450056106 | $52.5K | 645,000 | 0.0% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $52.4K | 645,000 | 0.0% |
| Encompass Health Corp(EHC) | COM | 29261A100 | $52.2K | 815,000 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $49.5K | 157,500 | 0.0% |
| Insulet Corp(PODD) | COM | 45784P101 | $48.4K | 292,000 | 0.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $46.7K | 520,000 | 0.0% |
| Blueprint Medicines Corp(2L9) | COM | 09627Y109 | $43.1K | 737,000 | 0.0% |
| Forty Seven Inc(FTSVEUR) | COM | 34983P104 | $42.7K | 447,400 | 0.0% |
| ZAI LAB LTD(ZLAB) | ADR | 98887Q104 | $38.6K | 750,000 | 0.0% |
| Teleflex Incorporated(TFX) | COM | 879369106 | $38.1K | 130,000 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $36.6K | 194,000 | 0.0% |
| Penumbra Inc(PEN) | COM | 70975L107 | $36.3K | 225,000 | 0.0% |
| Nevro Corp(NVROEUR) | COM | 64157F103 | $34.6K | 346,000 | 0.0% |
| Galapagos NV(GLPG) | SPON ADR | 36315X101 | $34.3K | 175,000 | 0.0% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $33.8K | 345,500 | 0.0% |
| Ultragenyx Pharmaceutical in(RARE) | COM | 90400D108 | $33.2K | 747,800 | 0.0% |
| Epizyme Inc(EPZMEUR) | COM | 29428V104 | $30.3K | 1,955,000 | 0.0% |
| Idexx Labs Inc(IDXX) | COM | 45168D104 | $30.3K | 125,000 | 0.0% |
| Pacira Biosciences(PCRX) | COM | 695127100 | $30.2K | 900,000 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $29.7K | 125,000 | 0.0% |
| Seattle Genetics Inc | COM | 812578102 | $27.9K | 242,000 | 0.0% |
| Applied Therapeutics Inc(APLT) | COM | 03828A101 | $27.6K | 845,700 | 0.0% |
| Mirati Therapeutics Inc(MRTXEUR) | COM | 60468T105 | $26.3K | 341,500 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $25.5K | 126,000 | 0.0% |
| Freshpet Inc(FRPT) | COM | 358039105 | $25.4K | 397,500 | 0.0% |
| Cigna Corp New(CI) | COM | 125523100 | $25.0K | 141,000 | 0.0% |