| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SHIRE PLC | 552,977 | 96,345,000 | 5.50% | ||
| 2 | POST HLDGS INC | 1,072,070 | 93,828,000 | 5.35% | ||
| 3 | MEDICINES CO | 1,818,488 | 88,924,000 | 5.07% | ||
| 4 | ENVISION HEALTHCARE CORP | 1,419,083 | 87,018,000 | 4.96% | ||
| 5 | Wright Medical Group NV | 2,655,256 | 82,632,000 | 4.71% | ||
| 6 | GILEAD SCIENCES INC | 1,025,775 | 69,671,000 | 3.98% | ||
| 7 | NEKTAR THERAPEUTICS COM | 2,937,255 | 68,937,000 | 3.93% | ||
| 8 | ALLERGAN PLC | 279,799 | 66,850,000 | 3.81% | ||
| 9 | CENTENE CORP DEL | 841,854 | 59,991,000 | 3.42% | ||
| 10 | TEVA PHARMACEUTICAL INDS LTD | 1,838,440 | 58,996,000 | 3.37% | ||
| 11 | ARMSTRONG WORLD INDS INC NEW COM | 1,251,456 | 57,630,000 | 3.29% | ||
| 12 | HUMANA INC | 274,908 | 56,670,000 | 3.23% | ||
| 13 | LABORATORY CORP AMER HLDGS | 392,725 | 56,344,000 | 3.21% | ||
| 14 | MGM RESORTS INTERNATIONAL | 2,022,700 | 55,422,000 | 3.16% | ||
| 15 | TG THERAPEUTICS INC COM | 4,622,749 | 53,855,000 | 3.07% | ||
| 16 | GODADDY INC | 1,336,589 | 50,657,000 | 2.89% | ||
| 17 | FACEBOOK INC | 321,505 | 45,670,000 | 2.61% | ||
| 18 | CHARTER COMMUNICATIONS INC N | 138,087 | 45,199,000 | 2.58% | ||
| 19 | GRUBHUB INC | 1,311,137 | 43,123,000 | 2.46% | ||
| 20 | VERISIGN INC | 485,036 | 42,251,000 | 2.41% | ||
| 21 | TEMPUR SEALY INTL INC | 883,003 | 41,024,000 | 2.34% | ||
| 22 | MORGAN STANLEY | 910,359 | 39,000,000 | 2.23% | ||
| 23 | ADIENT PLC | 527,133 | 38,307,000 | 2.19% | ||
| 24 | ALNYLAM PHARMACEUTICALS INC | 727,091 | 37,263,000 | 2.13% | ||
| 25 | INCYTE CORP | 277,674 | 37,117,000 | 2.12% | ||
| 26 | CHIPOTLE MEXICAN GRILL INC | 81,624 | 36,365,000 | 2.07% | ||
| 27 | WELLCARE HEALTH PLANS INC | 252,265 | 35,370,000 | 2.02% | ||
| 28 | LIBERTY BROADBAND CORP COM SER A | 390,292 | 33,210,000 | 1.89% | ||
| 29 | DEXCOM INC | 384,723 | 32,598,000 | 1.86% | ||
| 30 | ELDORADO RESORTS INC COM | 1,635,978 | 30,961,000 | 1.77% | ||
| 31 | Atara Biotherapeutics Inc | 1,408,905 | 28,953,000 | 1.65% | ||
| 32 | IRONWOOD PHARMACEUTICALS INC | 1,568,622 | 26,761,000 | 1.53% | ||
| 33 | PRETIUM RES INC | 1,651,328 | 17,686,000 | 1.01% | ||
| 34 | MGM GROWTH PPTYS LLC | 500,000 | 13,525,000 | 0.77% | ||
| 35 | OPKO HEALTH INC | 1,523,125 | 12,185,000 | 0.70% | ||
| 36 | COHERUS BIOSCIENCES INC COM | 329,345 | 6,966,000 | 0.40% | ||
| 37 | ISLE OF CAPRI CASINOS INC COM | 205,440 | 5,415,000 | 0.31% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001166309-17-000005, filed 2017.05.15).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
