Q1 2019 Holdings
Filed 2019-05-08 | 25 holdings | $4.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Centene Corp(CNC) | COM | 15135B101 | $3.1M | 59,093 | 78.2% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $818.0K | 8,754 | 20.4% |
| Portola Pharmaceuticals Inc | COM | 737010108 | $6.4K | 183,902 | 0.2% |
| PTC Therapeutics(PTCT) | COM | 69366J200 | $5.8K | 152,828 | 0.1% |
| Inogen Inc(INGN) | COM | 45780L104 | $5.1K | 53,575 | 0.1% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $4.5K | 69,879 | 0.1% |
| Global Blood Therapeutics Inc | COM | 37890U108 | $4.5K | 85,661 | 0.1% |
| Insmed Inc(INSM) | COM | 457669307 | $4.5K | 154,887 | 0.1% |
| Aerie Pharmaceuticals Inc(AERIEUR) | COM | 00771V108 | $3.4K | 71,675 | 0.1% |
| Myokardia Inc | COM | 62857M105 | $3.3K | 62,561 | 0.1% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $2.7K | 10,864 | 0.1% |
| Illumina Inc(ILMN) | COM | 452327109 | $2.6K | 8,318 | 0.1% |
| Glycomimetics Inc(GLYCEUR) | COM | 38000Q102 | $1.7K | 136,990 | 0.0% |
| Heron Therapeutics(HRTX) | COM | 427746102 | $1.7K | 67,909 | 0.0% |
| Penumbra Inc(PEN) | COM | 70975L107 | $1.7K | 11,254 | 0.0% |
| Acceleron Pharma Inc(XLRN) | COM | 00434H108 | $1.4K | 30,125 | 0.0% |
| Crispr Therapeutics AG(CVS) | COM | 126650100 | $1.0K | 28,680 | 0.0% |
| Alkermes PLC(ALKS) | COM | G01767105 | $1.0K | 27,673 | 0.0% |
| Irhythm Technologies Inc(IRTC) | COM | 450056106 | $823 | 10,978 | 0.0% |
| Nucana PLC | ADR | 67022C106 | $772 | 45,393 | 0.0% |
| Verrica Pharmaceuticals Inc | COM | 92511W108 | $762 | 70,458 | 0.0% |
| Natera Inc(NTRA) | COM | 632307104 | $628 | 30,458 | 0.0% |
| Viewray Inc(VRAYQ) | COM | 92672L107 | $618 | 83,611 | 0.0% |
| Twist Bioscience Corp(TWST) | COM | 90184D100 | $550 | 23,733 | 0.0% |
| Pacira Pharmaceuticals Inc(PCRX) | COM | 695127100 | $528 | 13,881 | 0.0% |