Q4 2018 Holdings
Filed 2019-02-14 | 36 holdings | $189.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biogen Inc(BIIB) | COM | 09062X103 | $75.2M | 250,000 | 39.7% |
| Brookdale Senior Living(BKD) | COM | 112463104 | $50.3M | 7,500,000 | 26.5% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $43.7M | 600,000 | 23.1% |
| Bausch Health COS Inc(BHC) | COM | 071734107 | $18.5M | 1,000,000 | 9.7% |
| Tesaro Inc | COM | 881569107 | $207.9K | 2,800,000 | 0.1% |
| Mylan N V | SHS EURO | N59465109 | $137.0K | 5,000,000 | 0.1% |
| Allergan PLC | SHS | G0177J108 | $133.7K | 1,000,000 | 0.1% |
| Allergan PLCCall | SHS | G0177J108 | $133.7K | 1,000,000 | 0.1% |
| Universal Hlth Svcs Inc(UHS) | CL B | 913903100 | $104.9K | 900,000 | 0.1% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $96.7K | 875,000 | 0.1% |
| Celgene Corp(CELG) | COM | 151020104 | $96.1K | 1,500,000 | 0.1% |
| Global Blood Therapeutics Inc | COM | 37890U108 | $92.4K | 2,250,000 | 0.0% |
| Perrigo Co PLC(PRGO) | SHS | G97822103 | $85.3K | 2,200,000 | 0.0% |
| Glaxosmithkline PLC | SPONSORED ADR | 37733W105 | $76.4K | 2,000,000 | 0.0% |
| Atara Biotherapeutics Inc(ATRAGBX) | COM | 046513107 | $66.0K | 1,900,000 | 0.0% |
| Nektar Therapeutics(NKTREUR) | COM | 640268108 | $65.7K | 2,000,000 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $58.4K | 600,000 | 0.0% |
| Tenet Healthcare Corp(THC) | COM NEW | 88033G407 | $55.7K | 3,250,000 | 0.0% |
| Bristol Myers Squibb Co(BMY)Call | COM | 110122108 | $52.0K | 1,000,000 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $50.3K | 2,800,000 | 0.0% |
| Cardinal Health Inc(CAH)Call | COM | 14149Y108 | $44.6K | 1,000,000 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $44.2K | 4,000,000 | 0.0% |
| Amag Pharmaceuticals Inc(AMAG) | COM | 00163U106 | $40.3K | 2,650,000 | 0.0% |
| Medicines Co | COM | 584688105 | $38.3K | 2,000,000 | 0.0% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $38.2K | 350,000 | 0.0% |
| Synthorx Inc | COM | 87167A103 | $32.4K | 1,862,116 | 0.0% |
| Zymeworks Inc | COM | 98985W102 | $31.8K | 2,166,000 | 0.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $31.1K | 250,000 | 0.0% |
| Mylan N VCall | SHS EURO | N59465109 | $27.4K | 1,000,000 | 0.0% |
| Puma Biotechnology Inc(PBYI) | COM | 74587V107 | $26.5K | 1,300,000 | 0.0% |
| Arena Pharmaceuticals Inc(ARNAEUR) | COM NEW | 040047607 | $19.5K | 500,000 | 0.0% |
| Eagle Pharmaceuticals Inc(EGRX) | COM | 269796108 | $11.7K | 291,600 | 0.0% |
| Davita Inc(DVA) | COM | 23918K108 | $8.6K | 167,528 | 0.0% |
| Endologix Inc | COM | 29266S106 | $6.7K | 9,300,000 | 0.0% |
| Sutro Biopharma Inc | COM | 869367102 | $5.4K | 600,000 | 0.0% |
| Surgery Partners Inc(SGRY) | COM | 86881A100 | $1.6K | 160,084 | 0.0% |