Q2 2018 Holdings
Filed 2018-08-14 | 19 holdings | $137.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Stryker Corp(SYK) | COM | 863667101 | $11.9K | 70,209 | 8.6% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $11.5K | 55,645 | 8.4% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $11.5K | 24,073 | 8.4% |
| Illumina Inc(ILMN) | COM | 452327109 | $11.5K | 41,124 | 8.3% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $11.3K | 66,440 | 8.2% |
| Davita Inc(DVA) | COM | 23918K108 | $9.5K | 137,496 | 6.9% |
| CVS Health Corp(CVS) | COM | 126650100 | $8.7K | 135,595 | 6.3% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $8.4K | 58,000 | 6.1% |
| Hologic Inc(HOLX) | COM | 436440101 | $6.7K | 169,511 | 4.9% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $6.4K | 141,345 | 4.7% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $5.8K | 372,798 | 4.2% |
| Heron Therapeutics Inc(HRTX) | COM | 427746102 | $5.6K | 144,382 | 4.1% |
| Array Biopharma Inc(ARRYEUR) | COM | 04269X105 | $4.8K | 286,797 | 3.5% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $4.8K | 55,905 | 3.5% |
| Nuvasive Inc(NUVAGBP) | COM | 670704105 | $4.6K | 87,906 | 3.3% |
| Integra Lifesciences Hldgs C(IART) | COM NEW | 457985208 | $4.1K | 63,000 | 2.9% |
| Schein Henry Inc(HSIC) | COM | 806407102 | $4.0K | 55,000 | 2.9% |
| Molina Healthcare Inc(MOH) | COM | 60855R100 | $3.6K | 36,737 | 2.6% |
| Humana Inc(HUM) | COM | 444859102 | $3.0K | 10,000 | 2.2% |