Q1 2018 Holdings
Filed 2018-05-15 | 32 holdings | $186.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biogen Inc(BIIB) | COM | 09062X103 | $141.0M | 515,000 | 75.6% |
| Brookdale Senior Living(BKD) | COM | 112463104 | $43.6M | 6,500,000 | 23.4% |
| Shire PLC | SPONSORED ADR | 82481R106 | $164.3K | 1,100,000 | 0.1% |
| Nektar Therapeutics(NKTREUR) | COM | 640268108 | $159.4K | 1,500,000 | 0.1% |
| Allergan PLC | SHS | G0177J108 | $143.0K | 850,000 | 0.1% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $121.3K | 1,250,000 | 0.1% |
| Envision Healthcare Corp | COM | 29414D100 | $109.5K | 2,850,000 | 0.1% |
| Tenet Healthcare Corp(THC) | COM NEW | 88033G407 | $103.1K | 4,250,000 | 0.1% |
| Tesaro Inc | COM | 881569107 | $98.6K | 1,725,000 | 0.1% |
| Universal Hlth Svcs Inc(UHS) | CL B | 913903100 | $92.4K | 780,000 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $79.1K | 1,250,000 | 0.0% |
| Genomic Health Inc(GHDX) | COM | 37244C101 | $76.9K | 2,458,100 | 0.0% |
| Medicines Co | COM | 584688105 | $65.9K | 2,000,000 | 0.0% |
| Atara Biotherapeutics Inc(ATRAGBX) | COM | 046513107 | $63.1K | 1,616,690 | 0.0% |
| Nuvasive Inc(NUVAGBP) | COM | 670704105 | $62.7K | 1,200,000 | 0.0% |
| Glaxosmithkline PLC | SPONSORED ADR | 37733W105 | $58.6K | 1,500,000 | 0.0% |
| Global Blood Therapeutics Inc | COM | 37890U108 | $58.0K | 1,200,000 | 0.0% |
| Amag Pharmaceuticals Inc(AMAG) | COM | 00163U106 | $53.4K | 2,650,000 | 0.0% |
| Mylan N V | SHS EURO | N59465109 | $51.5K | 1,250,000 | 0.0% |
| Myriad Genetics Inc(MYGN) | COM | 62855J104 | $44.3K | 1,500,000 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $43.6K | 825,000 | 0.0% |
| Endologix Inc | COM | 29266S106 | $39.3K | 9,300,000 | 0.0% |
| Perrigo Co PLC(PRGO) | SHS | G97822103 | $33.3K | 400,000 | 0.0% |
| Cardiovascular SYS Inc del(CSIIEUR) | COM | 141619106 | $27.1K | 1,236,360 | 0.0% |
| K2m Group Hldgs Inc | COM | 48273J107 | $25.6K | 1,349,323 | 0.0% |
| Valeant Pharmaceuticals Intl | COM | 91911K102 | $23.9K | 1,500,000 | 0.0% |
| Wright MED Group N V | ORD SHS 0.03 PAR | N96617118 | $16.2K | 815,000 | 0.0% |
| Endo Intl PLC | SHS | G30401106 | $14.9K | 2,500,000 | 0.0% |
| Dicerna Pharmaceuticals Inc(DRNAUSD) | COM | 253031108 | $9.6K | 1,000,000 | 0.0% |
| Prothena Corp PLC(PRTA) | SHS | G72800108 | $9.2K | 250,000 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $2.5K | 135,300 | 0.0% |
| Surgery Partners Inc(SGRY) | COM | 86881A100 | $2.3K | 135,084 | 0.0% |