Q1 2020 Holdings
Filed 2020-05-15 | 26 holdings | $41.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $19.6M | 600,000 | 47.4% |
| Charles RIV Labs Intl Inc(CRL) | COM | 159864107 | $12.6M | 100,000 | 30.6% |
| Brookdale SR Living Inc(BKD) | COM | 112463104 | $4.7M | 1,500,000 | 11.3% |
| Adaptive Biotechnologies COR(ADPT) | COM | 00650F109 | $4.2M | 150,000 | 10.1% |
| Encompass Health Corp(EHC) | COM | 29261A100 | $25.6K | 400,000 | 0.1% |
| Horizon Therapeutics PUB LTD | SHS | G46188101 | $14.8K | 500,000 | 0.0% |
| Nevro Corp(NVROEUR) | COM | 64157F103 | $14.0K | 140,000 | 0.0% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $13.9K | 250,000 | 0.0% |
| Molina Healthcare Inc(MOH) | COM | 60855R100 | $13.0K | 93,097 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $12.6K | 40,000 | 0.0% |
| Change Healthcare Inc(CHNGUSD) | COM | 15912K100 | $11.6K | 1,161,713 | 0.0% |
| Twist Bioscience Corp(TWST) | COM | 90184D100 | $11.5K | 377,040 | 0.0% |
| Catalent Inc(CTLTEUR) | COM | 148806102 | $10.4K | 200,000 | 0.0% |
| Amerisourcebergen Corp(COR) | COM | 03073E105 | $9.7K | 110,000 | 0.0% |
| Teva Pharmaceutical Inds LTD(TEVA) | SPONSORED ADS | 881624209 | $9.0K | 1,000,000 | 0.0% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $8.8K | 65,000 | 0.0% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $8.1K | 100,000 | 0.0% |
| Inovalon Hldgs Inc(INOV) | COM CL A | 45781D101 | $7.6K | 456,651 | 0.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $7.2K | 80,000 | 0.0% |
| Zimmer Biomet Holdings Inc(ZBH) | COM | 98956P102 | $7.1K | 70,000 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $6.9K | 14,000 | 0.0% |
| Schrodinger Inc(SDGR) | COM | 80810D103 | $6.5K | 150,000 | 0.0% |
| Heron Therapeutics Inc(HRTX) | COM | 427746102 | $5.9K | 500,000 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $5.4K | 20,000 | 0.0% |
| Axonics Modulation Technolog(AXNX*) | COM | 05465P101 | $5.1K | 200,000 | 0.0% |
| Guardant Health Inc(GH) | COM | 40131M109 | $2.8K | 40,000 | 0.0% |