Q3 2018 Holdings
Filed 2018-11-07 | 17 holdings | $2.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Caredx Inc(CDNA) | COM | 14167L103 | $1.9M | 65,000 | 94.7% |
| Davita Inc(DVA) | COM | 23918K108 | $12.6K | 176,403 | 0.6% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $12.6K | 21,881 | 0.6% |
| Stryker Corp(SYK) | COM | 863667101 | $12.4K | 69,652 | 0.6% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $12.1K | 62,907 | 0.6% |
| CVS Health Corp(CVS) | COM | 126650100 | $11.0K | 140,009 | 0.6% |
| Nuvasive Inc(NUVAGBP) | COM | 670704105 | $6.2K | 87,205 | 0.3% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $5.7K | 32,544 | 0.3% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $5.5K | 458,630 | 0.3% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $5.1K | 55,460 | 0.3% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $4.9K | 20,206 | 0.2% |
| Schein Henry Inc(HSIC) | COM | 806407102 | $4.6K | 54,563 | 0.2% |
| Patterson Companies Inc(PDCOEUR) | COM | 703395103 | $4.2K | 170,000 | 0.2% |
| Illumina Inc(ILMN) | COM | 452327109 | $3.6K | 9,802 | 0.2% |
| Elanco Animal Health Inc(ELAN) | COM | 28414H103 | $1.8K | 51,000 | 0.1% |
| Heron Therapeutics Inc(HRTX) | COM | 427746102 | $1.4K | 42,822 | 0.1% |
| Amicus Therapeutics IncCall | CALL | 03152W909 | $967 | 80,000 | 0.0% |