Q1 2021 Holdings
Filed 2021-04-30 | 15 holdings | $27.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Accuray Inc(ARAY) | COM | 004397105 | $9.8M | 1,975,000 | 36.2% |
| Coherus Biosciences Inc(CHRS) | COM | 19249H103 | $9.6M | 660,000 | 35.7% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $7.5M | 69,000 | 27.7% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $16.2K | 1,450,000 | 0.1% |
| Supernus Pharmaceuticals Inc(SUPN) | COM | 868459108 | $14.0K | 534,000 | 0.1% |
| Biodelivery Sciences Intl in(BDSIUSD) | COM | 09060J106 | $7.8K | 2,000,000 | 0.0% |
| United Therapeutics Corp del(UTHR) | COM | 91307C102 | $7.7K | 46,000 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $7.5K | 35,000 | 0.0% |
| Universal Hlth Svcs Inc(UHS) | CL B | 913903100 | $7.2K | 54,000 | 0.0% |
| Amerisourcebergen Corp(COR) | COM | 03073E105 | $6.5K | 55,000 | 0.0% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $6.4K | 33,000 | 0.0% |
| CVS Health Corp(CVS) | COM | 126650100 | $6.4K | 85,000 | 0.0% |
| Cardinal Health Inc(CAH) | COM | 14149Y108 | $6.3K | 104,000 | 0.0% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $6.3K | 100,000 | 0.0% |
| Cigna Corp New(CI) | COM | 125523100 | $6.3K | 26,000 | 0.0% |