Q1 2019 Holdings
Filed 2019-05-13 | 33 holdings | $109.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $42.8M | 1,115,174 | 39.1% |
| Biogen Inc(BIIB) | COM | 09062X103 | $35.5M | 150,200 | 32.5% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $26.7M | 87,397 | 24.4% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $3.8M | 57,043 | 3.5% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $64.8K | 1,358,470 | 0.1% |
| Abbott Labs(ABT) | COM | 002824100 | $61.0K | 763,676 | 0.1% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $37.6K | 578,737 | 0.0% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $36.4K | 448,228 | 0.0% |
| Perkinelmer Inc(RVTY) | COM | 714046109 | $33.1K | 343,081 | 0.0% |
| Nuvasive Inc(NUVAGBP) | COM | 670704105 | $30.6K | 538,625 | 0.0% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $22.5K | 280,351 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $22.5K | 261,293 | 0.0% |
| Mylan N V | SHS EURO | N59465109 | $22.4K | 790,700 | 0.0% |
| Ionis Pharmaceuticals Inc(IONS) | COM | 462222100 | $19.0K | 233,714 | 0.0% |
| Qiagen NV(QGEN) | SHS NEW | N72482123 | $16.2K | 396,990 | 0.0% |
| CVS Health Corp(CVS) | COM | 126650100 | $16.1K | 298,733 | 0.0% |
| Perrigo Co PLC(PRGO) | SHS | G97822103 | $14.8K | 308,020 | 0.0% |
| Takeda Pharmaceutical Co LTD(TAK) | SPONSORED ADS | 874060205 | $13.2K | 647,451 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $11.2K | 39,013 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $9.9K | 119,352 | 0.0% |
| Patterson Companies Inc(PDCOEUR) | COM | 703395103 | $9.8K | 450,363 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $9.4K | 379,777 | 0.0% |
| Portola Pharmaceuticals Inc | COM | 737010108 | $8.8K | 254,501 | 0.0% |
| Universal Hlth Svcs Inc(UHS) | CL B | 913903100 | $8.4K | 62,906 | 0.0% |
| Cardinal Health Inc(CAH) | COM | 14149Y108 | $7.8K | 162,635 | 0.0% |
| PTC Therapeutics Inc(PTCT) | COM | 69366J200 | $7.3K | 194,743 | 0.0% |
| Elanco Animal Health Inc(ELAN) | COM | 28414H103 | $7.0K | 218,994 | 0.0% |
| Tenet Healthcare Corp(THC) | COM NEW | 88033G407 | $6.3K | 218,684 | 0.0% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $5.8K | 49,500 | 0.0% |
| Ultragenyx Pharmaceutical in(RARE) | COM | 90400D108 | $4.6K | 65,935 | 0.0% |
| DR Reddys Labs LTD(RDY) | ADR | 256135203 | $3.6K | 88,076 | 0.0% |
| Sangamo Therapeutics Inc(SGMO) | COM | 800677106 | $2.3K | 238,857 | 0.0% |
| Lexicon Pharmaceuticals Inc(LXRX) | COM NEW | 528872302 | $2.1K | 376,502 | 0.0% |