Q3 2015 Holdings
Filed 2015-11-09 | 22 holdings | $44.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Davita Healthcare Partners I(DVA) | COM | 23918K108 | $4.1K | 56,290 | 9.1% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $3.9K | 27,574 | 8.7% |
| Quest Diagnostics Inc(DGX) | COM | 74834L100 | $3.7K | 60,520 | 8.3% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $3.3K | 232,957 | 7.3% |
| Nevro Corp(NVROEUR) | COM | 64157F103 | $2.9K | 61,660 | 6.4% |
| Centene Corp(CNC) | COM | 15135B101 | $2.8K | 50,784 | 6.1% |
| Teva Pharmaceutical(TEVA) | ADR | 881624209 | $2.7K | 48,085 | 6.0% |
| Stryker Corp(SYK) | COM | 863667101 | $2.6K | 27,781 | 5.8% |
| Mimedx Group Inc(MDXG) | COM | 602496101 | $2.2K | 229,839 | 4.9% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $2.0K | 49,500 | 4.4% |
| Endo International PLC | COM | 29264F205 | $1.8K | 26,600 | 4.1% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $1.8K | 29,900 | 3.9% |
| Aerie Pharmaceuticals Inc(AERIEUR) | COM | 00771V108 | $1.5K | 85,834 | 3.4% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $1.5K | 16,458 | 3.4% |
| Sagent Pharmaceuticals Inc | COM | 786692103 | $1.4K | 92,213 | 3.1% |
| Impax Laboratories Inc | COM | 45256B101 | $1.3K | 38,279 | 3.0% |
| Vanda Pharmaceuticals Inc(VNDA) | COM | 921659108 | $1.3K | 118,707 | 3.0% |
| Xenoport Inc | COM | 98411C100 | $1.3K | 368,395 | 2.8% |
| Anacor Pharmaceuticals Inc | COM | 32420101 | $1.1K | 9,349 | 2.5% |
| Synergy Pharmaceuticals Inc | COM | 871639308 | $1.1K | 203,155 | 2.4% |
| Penumbra Inc(PEN) | COM | 70975L107 | $400 | 9,980 | 0.9% |
| Epirus Biopharmaceuticals in | COM | 29428P107 | $189 | 42,787 | 0.4% |