Q2 2019 Holdings
Filed 2019-07-22 | 88 holdings | $81.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| BioMarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $24.1M | 281,349 | 29.5% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $16.7M | 387,908 | 20.4% |
| Centene Corp(CNC) | COM | 15135B101 | $15.5M | 295,000 | 19.0% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $10.0M | 200,000 | 12.2% |
| Coherus BioSciences Inc(CHRS) | COM | 19249H103 | $8.6M | 390,000 | 10.6% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $5.9M | 81,550 | 7.3% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $34.0K | 185,232 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $27.9K | 105,000 | 0.0% |
| Jazz Pharmaceuticals Plc(JAZZ) | SHS USD | G50871105 | $26.7K | 187,171 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $26.6K | 203,017 | 0.0% |
| Horizon Therapeutics Plc(HBNC) | COM | 440407104 | $26.2K | 1,087,656 | 0.0% |
| Nektar Therapeutics(NKTREUR) | COM | 640268108 | $25.8K | 725,000 | 0.0% |
| United Health Group Inc(UNH) | COM | 91324P102 | $25.6K | 105,000 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $25.4K | 90,000 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $24.2K | 92,900 | 0.0% |
| NovoCure Ltd Reg(NVCR) | ORD SHS | G6674U108 | $23.1K | 365,899 | 0.0% |
| Abbott Laboratories(ABT) | COM | 002824100 | $21.8K | 259,552 | 0.0% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $20.2K | 80,000 | 0.0% |
| Esperion Therapeutics Inc(ESPR) | COM | 29664W105 | $19.2K | 412,093 | 0.0% |
| Mirati Therapeutics Inc Reg(MRTXEUR) | COM | 60468T105 | $18.7K | 182,008 | 0.0% |
| CVS Health Corp(CVS) | COM | 126650100 | $18.7K | 343,768 | 0.0% |
| Iovance Biotherapeutics Inc Reg(IOVA) | COM | 462260100 | $18.4K | 750,700 | 0.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $18.4K | 136,164 | 0.0% |
| Glaukos Corp(GKOS) | COM | 377322102 | $17.8K | 235,911 | 0.0% |
| Eli Lilly & Co(LLY) | COM | 532457108 | $17.7K | 160,000 | 0.0% |
| Medtronic Plc Reg(MDT) | SHS | G5960L103 | $15.9K | 162,883 | 0.0% |
| FibroGen Inc(FGENEUR) | COM | 31572Q808 | $15.7K | 347,439 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $15.3K | 338,386 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $15.2K | 180,000 | 0.0% |
| Cigna Corp Reg(CI) | COM | 125523100 | $15.2K | 96,191 | 0.0% |
| Macrogenics Inc(MGNX) | COM | 556099109 | $14.5K | 857,169 | 0.0% |
| Regeneron Pharmaceuticals Inc(REGN) | COM | 75886F107 | $14.1K | 45,014 | 0.0% |
| Xencor Inc(XNCR) | COM | 98401F105 | $13.1K | 319,792 | 0.0% |
| Intra-Cellular Therapies Inc(ITCIEUR) | COM | 46116X101 | $12.3K | 949,833 | 0.0% |
| AmerisourceBergen Corp(COR) | COM | 03073E105 | $12.1K | 141,520 | 0.0% |
| Immunomedics Inc(IMMU) | COM | 452907108 | $11.8K | 851,367 | 0.0% |
| MyoKardia Inc Reg | COM | 62857M105 | $11.3K | 225,024 | 0.0% |
| Livanova Plc(LIVN) | SHS | G5509L101 | $10.8K | 150,000 | 0.0% |
| Exact Sciences Corp Reg(EXAS) | COM | 30063P105 | $10.6K | 90,000 | 0.0% |
| Arena Pharmaceuticals Inc Reg(ARNAEUR) | COM | 040047607 | $10.0K | 170,000 | 0.0% |
| Exelixis Inc(EXEL) | COM | 30161Q104 | $9.8K | 460,000 | 0.0% |
| Seattle Genetics Inc Reg | COM | 812578102 | $9.4K | 135,374 | 0.0% |
| Bluebird Bio Inc | COM | 09609G100 | $8.9K | 70,000 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $8.8K | 29,800 | 0.0% |
| Omnicell Inc(OMCL) | COM | 68213N109 | $8.6K | 100,375 | 0.0% |
| Sangamo Therapeutics Inc Reg(SGMO) | COM | 800677106 | $8.6K | 793,957 | 0.0% |
| Incyte Corp Ltd(INCY) | COM | 45337C102 | $8.5K | 100,000 | 0.0% |
| G1 Therapeutics Inc Reg(GTHXEUR) | COM | 3621LQ109 | $8.4K | 274,274 | 0.0% |
| Aerie Pharmaceuticals Inc(AERIEUR) | COM | 00771V108 | $7.7K | 260,000 | 0.0% |
| Stemline Therapeutics Inc Reg | COM | 85858C107 | $7.6K | 493,999 | 0.0% |