Q2 2018 Holdings
Filed 2018-08-13 | 14 holdings | $391.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| United Therapeutics Corp(UTHR) | COM | 91307C102 | $62.5K | 552,019 | 15.9% |
| Enanta Pharmaceuticals Inc(ENTA) | COM | 29251M106 | $60.2K | 519,035 | 15.4% |
| Amgen Inc(AMGN) | COM | 031162100 | $45.0K | 243,986 | 11.5% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $43.3K | 324,243 | 11.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $37.8K | 533,069 | 9.6% |
| Merck & Co. Inc.(MRK) | COM | 58933Y105 | $31.3K | 515,428 | 8.0% |
| Shire PLC | COM | 82481R106 | $24.1K | 142,758 | 6.2% |
| RTI Surgical Inc | COM | 74975N105 | $20.5K | 4,465,496 | 5.2% |
| Invacare Corp | COM | 461203101 | $19.7K | 1,061,615 | 5.0% |
| Orthofix International NV | COM | N6748L102 | $17.0K | 300,049 | 4.4% |
| Siemens Healthineers AG(SHL) | COM | D6T479107 | $16.6K | 399,815 | 4.2% |
| Halyard Health Inc | COM | 40650V100 | $10.4K | 182,502 | 2.7% |
| Juniper Pharmaceuticals Inc | COM | 48203L107 | $2.7K | 308,478 | 0.7% |
| Digirad Corp | COM | 253827109 | $516 | 332,866 | 0.1% |