Q1 2020 Holdings
Filed 2020-05-15 | 51 holdings | $39.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Centene Corp del(CNC) | COM | 15135B101 | $10.1M | 170,000 | 25.5% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $9.3M | 110,000 | 23.5% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $5.3M | 150,000 | 13.4% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $4.1M | 125,000 | 10.3% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $3.8M | 320,000 | 9.5% |
| Chewy Inc(CHWY) | CL A | 16679L109 | $3.7M | 100,000 | 9.5% |
| Arvinas Inc(ARVN) | COM | 04335A105 | $1.6M | 40,000 | 4.1% |
| Akebia Therapeutics Inc(AKBA) | COM | 00972D105 | $1.5M | 200,000 | 3.8% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $10.4K | 115,000 | 0.0% |
| Merck & Co. Inc(MRK) | COM | 58933Y105 | $10.0K | 130,000 | 0.0% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $9.8K | 175,000 | 0.0% |
| Quest Diagnostics Inc(DGX) | COM | 74834L100 | $9.6K | 120,000 | 0.0% |
| Astrazeneca PLC(AZN) | SPONSORED ADR | 046353108 | $8.5K | 190,000 | 0.0% |
| Catalent Inc(CTLTEUR) | COM | 148806102 | $7.8K | 150,000 | 0.0% |
| Chemocentryx Inc(CCXIEUR) | COM | 16383L106 | $7.6K | 190,000 | 0.0% |
| Encompass Health Corp(EHC) | COM | 29261A100 | $7.4K | 115,000 | 0.0% |
| LHC Group Inc(LHCGUSD) | COM | 50187A107 | $7.0K | 50,000 | 0.0% |
| Danaher Corporation(DHR) | COM | 235851102 | $6.9K | 50,000 | 0.0% |
| GW Pharmaceuticals PLC | ADS | 36197T103 | $6.6K | 75,000 | 0.0% |
| Masimo Corp(MASI) | COM | 574795100 | $6.2K | 35,000 | 0.0% |
| Novartis A G(NVSN) | SPONSORED ADR | 66987V109 | $5.8K | 70,000 | 0.0% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $5.7K | 25,000 | 0.0% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $4.9K | 170,000 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $4.6K | 80,000 | 0.0% |
| Arena Pharmaceuticals Inc(ARNAEUR) | COM NEW | 040047607 | $4.6K | 110,000 | 0.0% |
| Nevro Corp(NVROEUR) | COM | 64157F103 | $4.0K | 40,000 | 0.0% |
| Dentsply Sirona Inc(XRAY) | COM | 24906P109 | $3.9K | 100,000 | 0.0% |
| Walgreens Boots Alliance Inc(WBA) | COM | 931427108 | $3.7K | 80,000 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $3.6K | 45,000 | 0.0% |
| Blueprint Medicines Corp(2L9) | COM | 09627Y109 | $3.5K | 60,000 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $3.5K | 7,000 | 0.0% |
| Dicerna Pharmaceuticals Inc(DRNAUSD) | COM | 253031108 | $3.4K | 185,000 | 0.0% |
| Perkinelmer Inc(RVTY) | COM | 714046109 | $3.4K | 45,000 | 0.0% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $3.4K | 25,000 | 0.0% |
| Novo-Nordisk A S(NVO) | ADR | 670100205 | $3.3K | 55,000 | 0.0% |
| Mirati Therapeutics Inc(MRTXEUR) | COM | 60468T105 | $3.1K | 40,000 | 0.0% |
| Exelixis Inc(EXEL) | COM | 30161Q104 | $2.6K | 150,000 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $2.5K | 10,000 | 0.0% |
| 10X Genomics Inc(TXG) | CL A COM | 88025U109 | $2.5K | 40,000 | 0.0% |
| Alkermes PLC(ALKS) | SHS | G01767105 | $2.2K | 150,000 | 0.0% |
| Fate Therapeutics Inc(FATE) | COM | 31189P102 | $2.1K | 95,000 | 0.0% |
| Karyopharm Therapeutics Inc(KPTIEUR) | COM | 48576U106 | $1.9K | 100,000 | 0.0% |
| Exelixis Inc | CALL | 30161Q904 | $1.7K | 100,000 | 0.0% |
| Bristol-Myers Squibb Co(BMY-R) | RIGHT 99/99/9999 | 110122157 | $1.7K | 450,000 | 0.0% |
| Denali Therapeutics Inc(DNLI) | COM | 24823R105 | $1.6K | 90,000 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $1.6K | 5,000 | 0.0% |
| Minerva Neurosciences Inc(NERVGBP) | COM | 603380106 | $1.5K | 250,000 | 0.0% |
| Akero Therapeutics Inc(AKRO) | COM | 00973Y108 | $1.3K | 60,000 | 0.0% |
| Halozyme Therapeutics Inc(HALO) | COM | 40637H109 | $900 | 50,000 | 0.0% |
| Amarin Corp PLC | CALL | 023111906 | $800 | 200,000 | 0.0% |