Q2 2019 Holdings
Filed 2019-08-14 | 52 holdings | $268.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $63.2M | 1,471,370 | 23.5% |
| Align Technology Inc(ALGN) | COM | 016255101 | $56.2M | 205,510 | 20.9% |
| Charles RIV Labs Intl Inc(CRL) | COM | 159864107 | $51.7M | 364,413 | 19.3% |
| Conmed Corp(CNMD) | COM | 207410101 | $39.0M | 455,190 | 14.5% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $34.0M | 468,540 | 12.7% |
| Centene Corp del(CNC) | COM | 15135B101 | $13.1M | 250,000 | 4.9% |
| Adaptive Biotechnologies COR(ADPT) | COM | 00650F109 | $5.8M | 120,000 | 2.2% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $3.2M | 119,484 | 1.2% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $200.2K | 2,371,390 | 0.1% |
| Humana Inc(HUM) | COM | 444859102 | $171.1K | 644,860 | 0.1% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $115.0K | 622,230 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $108.4K | 1,292,410 | 0.0% |
| Madrigal Pharmaceuticals Inc(MDGL) | COM | 558868105 | $108.2K | 1,032,270 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $98.7K | 538,440 | 0.0% |
| Elanco Animal Health Inc(ELAN) | COM | 28414H103 | $97.3K | 2,879,010 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $97.0K | 397,440 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $96.2K | 1,144,160 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $91.3K | 2,012,650 | 0.0% |
| Nevro Corp(NVROEUR) | COM | 64157F103 | $79.6K | 1,227,730 | 0.0% |
| Danaher Corporation(DHR) | COM | 235851102 | $72.6K | 507,840 | 0.0% |
| Horizon Therapeutics PUB LTD | SHS | G46188101 | $67.2K | 2,793,670 | 0.0% |
| Intersect ENT Inc | COM | 46071F103 | $63.2K | 2,775,895 | 0.0% |
| Corindus Vascular Robotics I(CVRSEUR) | COM | 218730109 | $59.5K | 19,981,655 | 0.0% |
| Amarin Corp PLC | SPONS ADR NEW | 023111206 | $59.1K | 3,047,910 | 0.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $56.7K | 419,330 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $56.3K | 578,300 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $51.6K | 763,300 | 0.0% |
| Bluebird BIO Inc | COM | 09609G100 | $46.8K | 368,090 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $42.7K | 151,220 | 0.0% |
| Haemonetics Corp(HAE) | COM | 405024100 | $42.1K | 350,190 | 0.0% |
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $41.2K | 255,944 | 0.0% |
| Viewray Inc(VRAYQ) | COM | 92672L107 | $40.2K | 4,564,640 | 0.0% |
| Change Healthcare Inc(CHNGUSD) | COM | 15912K100 | $39.3K | 2,690,190 | 0.0% |
| Blueprint Medicines Corp(2L9) | COM | 09627Y109 | $36.1K | 382,504 | 0.0% |
| Alcon Inc(ALC) | ORD SHS | H01301128 | $32.7K | 526,840 | 0.0% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $30.6K | 121,270 | 0.0% |
| Radius Health Inc | COM NEW | 750469207 | $30.3K | 1,242,850 | 0.0% |
| Bristol Myers Squibb Co(BMY)Call | COM | 110122108 | $27.2K | 600,000 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $24.5K | 1,648,090 | 0.0% |
| Pfizer Inc(PFE)Put | COM | 717081103 | $21.7K | 500,000 | 0.0% |
| Myokardia Inc | COM | 62857M105 | $17.6K | 350,620 | 0.0% |
| Stemline Therapeutics Inc | COM | 85858C107 | $16.4K | 1,069,960 | 0.0% |
| Select MED Hldgs Corp(SEM) | COM | 81619Q105 | $15.9K | 1,004,900 | 0.0% |
| Nuvasive Inc(NUVAGBP) | COM | 670704105 | $14.6K | 249,720 | 0.0% |
| Tenet Healthcare Corp(THC) | COM NEW | 88033G407 | $8.8K | 425,820 | 0.0% |
| Personalis Inc(PSNL) | COM | 71535D106 | $8.1K | 300,000 | 0.0% |
| Stryker Corp(SYK) | COM | 863667101 | $6.9K | 33,350 | 0.0% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $5.5K | 500,000 | 0.0% |
| NGM Biopharmaceuticals Inc(NGMUSD) | COM | 62921N105 | $5.0K | 342,579 | 0.0% |
| Polarityte Inc | COM | 731094108 | $3.3K | 575,000 | 0.0% |