Q2 2019 Holdings
Filed 2019-08-14 | 62 holdings | $30.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Humana Inc COM STK(HUM) | Cash Securities | 444859102 | $8.6K | 32,500 | 0.0% |
| PUT SPY 07/19/19 290 Standard & Poors DepositoryPut | Cash Securities | 99V7R9HD9 | $161.2K | 5,500 | 0.5% |
| Acadia Pharmaceuticals Inc(ACAD) | Cash Securities | 004225108 | $1.3M | 50,000 | 4.4% |
| Agios Pharma(AGIO) | Cash Securities | 00847X104 | $1.5M | 30,000 | 5.0% |
| Biomarin Pharmaceutical Inc COM STK(BMRN) | Cash Securities | 09061G101 | $3.0M | 35,000 | 9.9% |
| Centene Corp del COM STK(CNC) | Cash Securities | 15135B101 | $3.2M | 60,300 | 10.5% |
| Coherus Biosciences Inc Common Stock(CHRS) | Cash Securities | 19249H103 | $3.2M | 145,000 | 10.6% |
| Bausch Health COS Inc COM STK(BHC) | Cash Securities | 071734107 | $3.5M | 140,000 | 11.7% |
| Bio-Rad Laboratories Inc CL A COM STK(BIO) | Cash Securities | 090572207 | $5.5M | 17,500 | 18.1% |
| Boston Scientific Corp COM STK(BSX) | Cash Securities | 101137107 | $8.6M | 200,000 | 28.5% |