Q4 2018 Holdings
Filed 2019-02-12 | 33 holdings | $83.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $46.2M | 1,308,374 | 55.4% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $22.5M | 96,697 | 26.9% |
| Biogen Inc(BIIB) | COM | 09062X103 | $10.0M | 33,100 | 11.9% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $4.3M | 59,437 | 5.2% |
| Abbott Labs(ABT) | COM | 002824100 | $64.9K | 897,276 | 0.1% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $58.7K | 1,128,470 | 0.1% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $35.2K | 461,046 | 0.0% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $32.2K | 489,628 | 0.0% |
| Perkinelmer Inc(RVTY) | COM | 714046109 | $28.2K | 359,081 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $27.2K | 434,357 | 0.0% |
| Nuvasive Inc(NUVAGBP) | COM | 670704105 | $23.5K | 473,923 | 0.0% |
| Shire PLC | SPONSORED ADR | 82481R106 | $21.9K | 125,656 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $21.4K | 336,444 | 0.0% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $21.3K | 315,051 | 0.0% |
| Ionis Pharmaceuticals Inc(IONS) | COM | 462222100 | $20.5K | 379,421 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $19.3K | 73,513 | 0.0% |
| CVS Health Corp(CVS) | COM | 126650100 | $17.5K | 266,670 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $16.9K | 263,000 | 0.0% |
| Qiagen NV(QGEN) | SHS NEW | N72482123 | $14.0K | 407,406 | 0.0% |
| Perrigo Co PLC(PRGO) | SHS | G97822103 | $11.9K | 306,820 | 0.0% |
| Patterson Companies Inc(PDCOEUR) | COM | 703395103 | $9.5K | 482,263 | 0.0% |
| Allergan PLC | SHS | G0177J108 | $9.4K | 70,000 | 0.0% |
| Cardinal Health Inc(CAH) | COM | 14149Y108 | $9.2K | 206,335 | 0.0% |
| Universal Hlth Svcs Inc(UHS) | CL B | 913903100 | $9.1K | 77,906 | 0.0% |
| DR Reddys Labs LTD(RDY) | ADR | 256135203 | $6.5K | 171,219 | 0.0% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $6.2K | 56,500 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $6.0K | 335,577 | 0.0% |
| Lexicon Pharmaceuticals Inc(LXRX) | COM NEW | 528872302 | $5.7K | 862,602 | 0.0% |
| Portola Pharmaceuticals Inc | COM | 737010108 | $5.6K | 284,701 | 0.0% |
| Tenet Healthcare Corp(THC) | COM NEW | 88033G407 | $4.6K | 268,388 | 0.0% |
| Array Biopharma Inc(ARRYEUR) | COM | 04269X105 | $3.4K | 240,522 | 0.0% |
| Sangamo Therapeutics Inc(SGMO) | COM | 800677106 | $1.8K | 154,960 | 0.0% |
| Ultragenyx Pharmaceutical in(RARE) | COM | 90400D108 | $348 | 8,000 | 0.0% |