Q4 2019 Holdings
Filed 2020-01-17 | 94 holdings | $92.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $20.4M | 451,668 | 22.0% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $18.6M | 210,000 | 20.0% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $17.8M | 210,000 | 19.1% |
| Centene Corp del(CNC) | COM | 15135B101 | $8.8M | 140,000 | 9.5% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $7.6M | 160,000 | 8.2% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $7.0M | 60,715 | 7.5% |
| Biogen Inc(BIIB) | COM | 09062X103 | $5.9M | 20,000 | 6.4% |
| Beigene LTD(ONC) | SPONSORED ADR | 07725L102 | $3.3M | 20,000 | 3.6% |
| Cellectis S A(CLLS) | SPONSORED ADR | 15117K103 | $2.5M | 144,604 | 2.7% |
| Esperion Therapeutics Inc NE(ESPR) | COM | 29664W105 | $39.4K | 660,000 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $35.0K | 160,000 | 0.0% |
| Novocure LTD(NVCR) | ORD SHS | G6674U108 | $29.5K | 350,000 | 0.0% |
| Horizon Therapeutics PUB LTD | SHS | G46188101 | $28.1K | 775,000 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $24.6K | 67,000 | 0.0% |
| Nektar Therapeutics(NKTREUR) | COM | 640268108 | $23.7K | 1,100,000 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $21.8K | 340,000 | 0.0% |
| Cigna Corp New(CI) | COM | 125523100 | $19.4K | 95,000 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $18.7K | 62,000 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $18.0K | 207,469 | 0.0% |
| Intra Cellular Therapies Inc(ITCIEUR) | COM | 46116X101 | $17.2K | 500,000 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $17.1K | 58,000 | 0.0% |
| Aerie Pharmaceuticals Inc(AERIEUR) | COM | 00771V108 | $16.9K | 700,000 | 0.0% |
| Mirati Therapeutics Inc(MRTXEUR) | COM | 60468T105 | $16.1K | 125,000 | 0.0% |
| Myokardia Inc | COM | 62857M105 | $15.3K | 210,000 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $15.3K | 141,319 | 0.0% |
| Livanova PLC(LIVN) | SHS | G5509L101 | $15.1K | 200,000 | 0.0% |
| Jazz Pharmaceuticals PLC(JAZZ) | SHS USD | G50871105 | $15.0K | 100,805 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $14.8K | 87,000 | 0.0% |
| Immunomedics Inc(IMMU) | COM | 452907108 | $14.8K | 700,000 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $14.6K | 111,446 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $14.6K | 160,000 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $14.2K | 125,030 | 0.0% |
| Seattle Genetics Inc | COM | 812578102 | $13.7K | 120,000 | 0.0% |
| Iovance Biotherapeutics Inc(IOVA) | COM | 462260100 | $13.1K | 475,000 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $12.9K | 120,000 | 0.0% |
| Glaukos Corp(GKOS) | COM | 377322102 | $12.8K | 235,000 | 0.0% |
| Guardant Health Inc(GH) | COM | 40131M109 | $12.1K | 155,268 | 0.0% |
| Dermira Inc(DERMEUR) | COM | 24983L104 | $12.1K | 800,000 | 0.0% |
| Fibrogen Inc(FGENEUR) | COM | 31572Q808 | $11.8K | 275,000 | 0.0% |
| Macrogenics Inc(MGNX) | COM | 556099109 | $11.5K | 1,060,000 | 0.0% |
| Xencor Inc(XNCR) | COM | 98401F105 | $10.7K | 310,000 | 0.0% |
| Epizyme Inc(EPZMEUR) | COM | 29428V104 | $10.5K | 425,000 | 0.0% |
| CVS Health Corp(CVS) | COM | 126650100 | $10.4K | 140,214 | 0.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $10.3K | 70,000 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $10.1K | 27,000 | 0.0% |
| Arena Pharmaceuticals Inc(ARNAEUR) | COM NEW | 040047607 | $10.0K | 220,000 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $9.9K | 107,000 | 0.0% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $9.2K | 34,000 | 0.0% |
| Axonics Modulation Tech Inc(AXNX*) | COM | 05465P101 | $9.1K | 330,000 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $8.9K | 38,000 | 0.0% |