Q4 2017 Holdings
Filed 2018-02-14 | 37 holdings | $84.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Abbvie Inc(ABBV) | COM | 00287Y109 | $72.5M | 749,410 | 85.7% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $9.1M | 367,832 | 10.8% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $219.5K | 3,900,000 | 0.3% |
| Bioverativ Inc | COM | 09075E100 | $202.2K | 3,750,000 | 0.2% |
| Zimmer Biomet Hldgs Inc(ZBH) | COM | 98956P102 | $184.0K | 1,525,000 | 0.2% |
| Celgene Corp(CELG) | COM | 151020104 | $180.0K | 1,725,000 | 0.2% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $175.5K | 1,100,000 | 0.2% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $157.5K | 1,950,000 | 0.2% |
| Allergan PLC | SHS | G0177J108 | $135.0K | 825,000 | 0.2% |
| Incyte Corp(INCY) | COM | 45337C102 | $127.9K | 1,350,000 | 0.2% |
| Pacira Pharmaceuticals Inc(PCRX) | COM | 695127100 | $127.8K | 2,800,000 | 0.2% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $122.2K | 325,000 | 0.1% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $118.3K | 1,525,000 | 0.1% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $111.5K | 1,725,000 | 0.1% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $108.6K | 725,000 | 0.1% |
| Haemonetics Corp(HAE) | COM | 405024100 | $84.2K | 1,450,000 | 0.1% |
| CVS Health Corp(CVS) | COM | 126650100 | $81.6K | 1,125,000 | 0.1% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $80.8K | 221,470 | 0.1% |
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $76.7K | 783,380 | 0.1% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $72.9K | 1,309,960 | 0.1% |
| Anthem Inc(ELV) | COM | 036752103 | $71.1K | 316,180 | 0.1% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $69.4K | 315,000 | 0.1% |
| Mednax Inc(MD) | COM | 58502B106 | $67.4K | 1,261,620 | 0.1% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $66.2K | 973,840 | 0.1% |
| Humana Inc(HUM) | COM | 444859102 | $65.4K | 263,440 | 0.1% |
| Livanova PLC(LIVN) | SHS | G5509L101 | $49.8K | 622,997 | 0.1% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $46.5K | 645,100 | 0.1% |
| Tenet Healthcare Corp(THC) | COM NEW | 88033G407 | $44.8K | 2,956,351 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $27.2K | 194,610 | 0.0% |
| Stryker Corp(SYK) | COM | 863667101 | $25.7K | 166,280 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $24.8K | 404,670 | 0.0% |
| Corindus Vascular Robotics I(CVRSEUR) | COM | 218730109 | $20.2K | 19,981,655 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $14.0K | 244,950 | 0.0% |
| Zimmer Biomet Hldgs Inc(ZBH)Call | COM | 98956P102 | $12.1K | 100,000 | 0.0% |
| Danaher Corp del(DHR) | COM | 235851102 | $11.6K | 124,660 | 0.0% |
| Mallinckrodt PUB LTD Co | SHS | G5785G107 | $6.4K | 284,400 | 0.0% |
| Five Prime Therapeutics Inc(FPRX) | COM | 33830X104 | $2.2K | 101,000 | 0.0% |