Q1 2017 Holdings
Filed 2017-05-15 | 36 holdings | $62.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Align Technology Inc(ALGN) | COM | 016255101 | $60.2M | 525,000 | 96.6% |
| Bioverativ Inc | COM | 09075E100 | $272.3K | 5,000,000 | 0.4% |
| Aetna Inc New | COM | 00817Y108 | $200.9K | 1,575,000 | 0.3% |
| Celgene Corp(CELG) | COM | 151020104 | $174.2K | 1,400,000 | 0.3% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $147.1K | 1,025,000 | 0.2% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $117.6K | 1,250,000 | 0.2% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $115.2K | 950,000 | 0.2% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $115.0K | 150,000 | 0.2% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $112.1K | 1,025,000 | 0.2% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $93.7K | 1,475,000 | 0.2% |
| Inc Resh Hldgs Inc | CL A | 45329R109 | $77.9K | 1,700,000 | 0.1% |
| Haemonetics Corp(HAE) | COM | 405024100 | $64.9K | 1,600,000 | 0.1% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $53.0K | 1,225,000 | 0.1% |
| Qiagen NV(QGEN) | SHS NEW | N72482123 | $50.7K | 1,750,000 | 0.1% |
| Pacira Pharmaceuticals Inc(PCRX) | COM | 695127100 | $50.2K | 1,100,000 | 0.1% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $45.9K | 1,550,000 | 0.1% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $37.4K | 700,000 | 0.1% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $35.0K | 675,000 | 0.1% |
| Monsanto Co New | COM | 61166W101 | $34.0K | 300,000 | 0.1% |
| HCA Holdings Inc(HCA) | COM | 40412C101 | $28.9K | 325,000 | 0.0% |
| Alere Inc | COM | 01449J105 | $28.8K | 725,000 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $28.7K | 175,000 | 0.0% |
| Corindus Vascular Robotics I(CVRSEUR) | COM | 218730109 | $26.2K | 19,981,655 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $25.8K | 125,000 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $24.5K | 450,000 | 0.0% |
| Medpace Hldgs Inc(MEDP) | COM | 58506Q109 | $20.9K | 700,000 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $19.1K | 300,000 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $19.1K | 225,000 | 0.0% |
| Bard C R Inc(BCRUSD) | COM | 067383109 | $19.0K | 76,560 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $17.2K | 213,030 | 0.0% |
| Akorn Inc(AKRXEUR) | COM | 009728106 | $15.7K | 650,000 | 0.0% |
| Cigna Corporation | COM | 125509109 | $14.8K | 100,720 | 0.0% |
| Juno Therapeutics Inc | COM | 48205A109 | $11.7K | 525,000 | 0.0% |
| Danaher Corp del(DHR) | COM | 235851102 | $10.1K | 118,180 | 0.0% |
| Quest Diagnostics Inc(DGX) | COM | 74834L100 | $7.8K | 78,982 | 0.0% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $4.5K | 24,560 | 0.0% |