Q1 2018 Holdings
Filed 2018-05-15 | 31 holdings | $15.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biogen Inc(BIIB) | COM | 09062X103 | $8.7M | 31,900 | 56.3% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $6.2M | 225,463 | 39.7% |
| Axsome Therapeutics Inc(AXSM) | COM | 05464T104 | $474.0K | 193,290 | 3.1% |
| Catalyst Biosciences Inc | COM NEW | 14888D208 | $29.7K | 1,149,989 | 0.2% |
| Sanofi SA(SNY) | SPONSORED ADR | 80105N105 | $16.4K | 408,621 | 0.1% |
| Kura Oncology Inc(KURA) | COM | 50127T109 | $12.3K | 657,411 | 0.1% |
| Anthem Inc(ELV) | COM | 036752103 | $11.5K | 52,387 | 0.1% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $6.5K | 30,400 | 0.0% |
| ELI Lilly and Co(LLY) | COM | 532457108 | $6.4K | 82,363 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $6.3K | 114,856 | 0.0% |
| Viking Therapeutics Inc(VKTX) | COM | 92686J106 | $5.6K | 1,276,845 | 0.0% |
| Wellcare Health Plans Inc | COM | 94946T106 | $5.5K | 28,653 | 0.0% |
| Aetna Inc | COM | 00817Y108 | $5.3K | 31,635 | 0.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $5.1K | 52,330 | 0.0% |
| Icon PLC(ICLR) | SHS | G4705A100 | $4.3K | 36,200 | 0.0% |
| Owens & Minor Inc(ACH) | COM | 690732102 | $4.3K | 273,640 | 0.0% |
| Computer Programs and Systems Inc(TBRG) | COM | 205306103 | $3.3K | 113,860 | 0.0% |
| Conformis Inc(CFMS) | COM | 20717E101 | $3.2K | 2,200,681 | 0.0% |
| Omnicell Inc(OMCL) | COM | 68213N109 | $3.0K | 70,226 | 0.0% |
| Koninklijke Philips NV(PHG) | NY REG SH NEW | 500472303 | $2.9K | 76,742 | 0.0% |
| Immunogen Inc(IMGNEUR)Put | PUT | 45253H101 | $2.9K | 274,800 | 0.0% |
| Mylan NV | SHS EURO | N59465109 | $2.8K | 69,000 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $2.8K | 31,180 | 0.0% |
| Johnson & Johnson(JNJ)Put | PUT | 478160104 | $2.6K | 20,000 | 0.0% |
| MEI Pharma Inc | COM NEW | 55279B202 | $1.9K | 934,563 | 0.0% |
| Hill-Rom Holdings Inc(HRC) | COM | 431475102 | $1.9K | 21,449 | 0.0% |
| Dermira Inc(DERMEUR) | COM | 24983L104 | $1.5K | 190,300 | 0.0% |
| Epizyme Inc(EPZMEUR) | COM | 29428V104 | $1.3K | 72,826 | 0.0% |
| Heron Therapeutics Inc(HRTX)Put | PUT | 427746102 | $814 | 29,500 | 0.0% |
| Curis Inc | COM | 231269101 | $545 | 834,551 | 0.0% |
| Actinium Pharmaceuticals Inc(ATNMEUR) | COM | 00507W107 | $393 | 1,076,200 | 0.0% |