Q1 2019 Holdings
Filed 2019-05-15 | 49 holdings | $134.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Centene Corp del(CNC) | COM | 15135B101 | $54.0M | 1,016,400 | 40.2% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $49.8M | 1,296,960 | 37.1% |
| Conmed Corp(CNMD) | COM | 207410101 | $28.2M | 339,500 | 21.0% |
| Danaher Corporation(DHR) | COM | 235851102 | $138.7K | 1,050,720 | 0.1% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $137.6K | 556,560 | 0.1% |
| Zimmer Biomet Hldgs Inc(ZBH) | COM | 98956P102 | $135.8K | 1,063,190 | 0.1% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $133.8K | 1,469,190 | 0.1% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $133.6K | 1,516,090 | 0.1% |
| Haemonetics Corp(HAE) | COM | 405024100 | $118.7K | 1,357,410 | 0.1% |
| Madrigal Pharmaceuticals Inc(MDGL) | COM | 558868105 | $111.7K | 891,990 | 0.1% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $104.5K | 1,256,810 | 0.1% |
| Allergan PLC | SHS | G0177J108 | $90.4K | 617,760 | 0.1% |
| Dexcom Inc(DXCM) | COM | 252131107 | $87.0K | 730,100 | 0.1% |
| Intersect ENT Inc | COM | 46071F103 | $82.7K | 2,571,910 | 0.1% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $76.9K | 134,690 | 0.1% |
| Radius Health Inc | COM NEW | 750469207 | $73.4K | 3,680,949 | 0.1% |
| Humana Inc(HUM) | COM | 444859102 | $68.7K | 258,140 | 0.1% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $62.3K | 338,770 | 0.0% |
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $57.9K | 402,840 | 0.0% |
| Icon PLC(ICLR) | SHS | G4705A100 | $55.8K | 408,730 | 0.0% |
| Horizon Pharma PLC | SHS | G4617B105 | $52.6K | 1,991,329 | 0.0% |
| Bluebird BIO Inc | COM | 09609G100 | $47.7K | 302,890 | 0.0% |
| Stryker Corp(SYK)Put | COM | 863667101 | $47.4K | 240,000 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $43.1K | 157,520 | 0.0% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $41.3K | 165,320 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $40.5K | 623,490 | 0.0% |
| Myokardia Inc | COM | 62857M105 | $38.0K | 730,760 | 0.0% |
| Wright MED Group N V | ORD SHS | N96617118 | $37.3K | 1,186,830 | 0.0% |
| Corindus Vascular Robotics I(CVRSEUR) | COM | 218730109 | $34.8K | 19,981,655 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $34.7K | 1,398,300 | 0.0% |
| Viewray Inc(VRAYQ) | COM | 92672L107 | $31.0K | 4,192,550 | 0.0% |
| Medicines CoCall | COM | 584688105 | $28.0K | 1,000,000 | 0.0% |
| Pacira Pharmaceuticals Inc(PCRX) | COM | 695127100 | $26.9K | 706,379 | 0.0% |
| CVS Health Corp(CVS)Call | COM | 126650100 | $21.6K | 400,000 | 0.0% |
| Medicines Co | COM | 584688105 | $20.8K | 745,910 | 0.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $19.1K | 146,810 | 0.0% |
| Nevro Corp(NVROEUR) | COM | 64157F103 | $16.1K | 256,990 | 0.0% |
| Irhythm Technologies Inc(IRTC) | COM | 450056106 | $15.9K | 211,630 | 0.0% |
| Iovance Biotherapeutics Inc(IOVA) | COM | 462260100 | $11.4K | 1,198,190 | 0.0% |
| Ionis Pharmaceuticals Inc(IONS)Put | COM | 462222100 | $10.1K | 125,000 | 0.0% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $10.1K | 747,198 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $9.6K | 119,470 | 0.0% |
| Select MED Hldgs Corp(SEM) | COM | 81619Q105 | $8.5K | 600,000 | 0.0% |
| Biohaven Pharmactl Hldg Co L(BHVN) | COM | G11196105 | $7.8K | 152,040 | 0.0% |
| Genfit S A | ADS | 372279109 | $7.8K | 325,000 | 0.0% |
| Polarityte Inc | COM | 731094108 | $4.3K | 400,000 | 0.0% |
| Cymabay Therapeutics Inc(CBAYUSD) | COM | 23257D103 | $3.0K | 224,640 | 0.0% |
| Precision Biosciences Inc | COM | 74019P108 | $2.7K | 150,000 | 0.0% |
| Karyopharm Therapeutics Inc(KPTIEUR) | COM | 48576U106 | $1.7K | 296,130 | 0.0% |