Q4 2017 Holdings
Filed 2018-02-08 | 69 holdings | $33.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biomarin Pharmaceutical Inc COM STK(BMRN) | Cash Securities | 09061G101 | $6.7M | 75,000 | 19.7% |
| Biogen Inc COM STK(BIIB) | Cash Securities | 09062X103 | $6.4M | 20,000 | 18.8% |
| Abbvie Inc(ABBV) | Cash Securities | 00287Y109 | $6.3M | 65,000 | 18.5% |
| Boston Scientific Corp COM STK(BSX) | Cash Securities | 101137107 | $4.7M | 190,000 | 13.9% |
| Align Technology Inc COM STK(ALGN) | Cash Securities | 016255101 | $3.6M | 16,000 | 10.5% |
| Bio-Rad Laboratories Inc CL A COM STK(BIO) | Cash Securities | 090572207 | $3.0M | 12,500 | 8.8% |
| Acadia Pharm(ACAD) | Cash Securities | 004225108 | $2.0M | 65,000 | 5.8% |
| Agios Pharma(AGIO) | Cash Securities | 00847X104 | $1.1M | 20,019 | 3.4% |
| Unitedhealth Group Inc(UNH) | Cash Securities | 91324P102 | $7.7K | 35,000 | 0.0% |
| Molina Healthcare Inc COM STK(MOH) | Cash Securities | 60855R100 | $7.7K | 100,000 | 0.0% |
| HCA Healthcare Inc(HCA) | Cash Securities | 40412C101 | $7.5K | 85,000 | 0.0% |
| Centene Corp del COM STK(CNC) | Cash Securities | 15135B101 | $7.1K | 70,000 | 0.0% |
| Wellcare Health Plans Inc COM STK | Cash Securities | 94946T106 | $7.0K | 35,000 | 0.0% |
| Universal Health Services Inc CL B(UHS) | Cash Securities | 913903100 | $6.8K | 60,000 | 0.0% |
| Anthem Inc COM STK(ELV) | Cash Securities | 036752103 | $6.8K | 30,000 | 0.0% |
| Vertex Pharmaceuticals Inc COM STK(VRTX) | Cash Securities | 92532F100 | $6.7K | 45,000 | 0.0% |
| Incyte Corp COM STK(INCY) | Cash Securities | 45337C102 | $6.6K | 70,000 | 0.0% |
| Baxter Intl Inc COM STK(BAX) | Cash Securities | 071813109 | $6.5K | 100,000 | 0.0% |
| Abbott Laboratories(ABT) | Cash Securities | 002824100 | $6.3K | 110,000 | 0.0% |
| Humana Inc COM STK(HUM) | Cash Securities | 444859102 | $6.2K | 25,000 | 0.0% |
| Cigna Corporation COM STK | Cash Securities | 125509109 | $6.1K | 30,000 | 0.0% |
| Amerisourcebergen Corp COM STK(COR) | Cash Securities | 03073E105 | $5.5K | 60,000 | 0.0% |
| Zimmer Holdings Inc COM STK(ZBH) | Cash Securities | 98956P102 | $5.4K | 45,000 | 0.0% |
| Celgene Corp COM STK(CELG) | Cash Securities | 151020104 | $5.2K | 50,000 | 0.0% |
| Teva Pharm(TEVA) | Cash Securities | 881624209 | $5.2K | 275,000 | 0.0% |
| Intuitive Surgical Inc(ISRG) | Cash Securities | 46120E602 | $5.1K | 14,000 | 0.0% |
| Mylan NV | Cash Securities | N59465109 | $5.1K | 120,000 | 0.0% |
| Alexion Pharmaceuticals Inc COM STK(ALXN) | Cash Securities | 015351109 | $4.8K | 40,000 | 0.0% |
| Mckesson Corp COM STK(MCK) | Cash Securities | 58155Q103 | $4.7K | 30,000 | 0.0% |
| Stryker Corp COM(SYK) | Cash Securities | 863667101 | $4.6K | 30,000 | 0.0% |
| Bristol Myers Squibb(BMY) | Cash Securities | 110122108 | $4.6K | 75,000 | 0.0% |
| Zoetis Inc(ZTS) | Cash Securities | 98978V103 | $4.3K | 60,000 | 0.0% |
| Johnson & Johnson COM(JNJ) | Cash Securities | 478160104 | $4.2K | 30,000 | 0.0% |
| GW Phrma PLC | Cash Securities | 36197T103 | $4.0K | 30,000 | 0.0% |
| Becton Dickinson & Co COM STK(BDX) | Cash Securities | 075887109 | $3.6K | 17,038 | 0.0% |
| Aetna Inc New COM STK | Cash Securities | 00817Y108 | $3.6K | 20,000 | 0.0% |
| Bluebird BIO | Cash Securities | 09609G100 | $3.6K | 20,000 | 0.0% |
| Puma Biotechnology Inc Common Stock(PBYI) | Cash Securities | 74587V107 | $3.5K | 35,000 | 0.0% |
| Insulet Corp(PODD) | Cash Securities | 45784P101 | $3.5K | 50,000 | 0.0% |
| Smith & Nephew PLC ADR(SNN) | Cash Securities | 83175M205 | $3.3K | 95,000 | 0.0% |
| Sage Therapeutics Inc Cambrid COM STK(SG7) | Cash Securities | 78667J108 | $3.3K | 20,000 | 0.0% |
| Illumina Inc COM STK(ILMN) | Cash Securities | 452327109 | $3.3K | 15,000 | 0.0% |
| Laboratory Corp Amer Hldgs COM STK | Cash Securities | 50540R409 | $3.2K | 20,000 | 0.0% |
| Catalent Inc(CTLTEUR) | Cash Securities | 148806102 | $3.1K | 75,000 | 0.0% |
| LHC Group Inc COM STK(LHCGUSD) | Cash Securities | 50187A107 | $3.1K | 50,000 | 0.0% |
| Tenet Healthcare Corp Dallas COM STK(THC) | Cash Securities | 88033G407 | $3.0K | 200,000 | 0.0% |
| Envision Healthcare Holdings I COM STK | Cash Securities | 29414D100 | $2.9K | 85,000 | 0.0% |
| DR Reddy's Laboratories LTD ADR(RDY) | Cash Securities | 256135203 | $2.8K | 75,000 | 0.0% |
| Lifepoint Health Inc | Cash Securities | 53219L109 | $2.7K | 55,000 | 0.0% |
| Neurocrine Biosciences Inc COM STK(NBIX) | Cash Securities | 64125C109 | $2.7K | 35,000 | 0.0% |