Q3 2022 Holdings
Filed 2022-12-02 | 191 holdings | $5.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| D R Horton Inc(DHI) | COM | 23331A109 | $482.0K | 7,162 | 8.2% |
| Crown Castle Inc(CCI) | COM | 22822V101 | $521.0K | 3,604 | 8.8% |
| Collegium Pharmaceutical Inc(COLL) | COM | 19459J104 | $728.0K | 45,435 | 12.3% |
| Argenx SE(ARGX) | SPONSORED ADR | 04016X101 | $834.0K | 2,361 | 14.1% |
| Ascendis Pharma A/S(ASND) | SPONSORED ADR | 04351P101 | $953.0K | 9,227 | 16.1% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $1.3M | 6,267 | 21.2% |