| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ZIMMER BIOMET HLDGS INC | 1,050,000 | 136,521,000 | 8.32% | ||
| 2 | CIGNA CORPORATION | 1,000,000 | 130,320,000 | 7.94% | ||
| 3 | BIOGEN INC | 375,000 | 117,386,000 | 7.15% | ||
| 4 | EDWARDS LIFESCIENCES CORP | 900,000 | 108,504,000 | 6.61% | ||
| 5 | LABORATORY CORP AMER HLDGS | 750,000 | 103,110,000 | 6.28% | ||
| 6 | ALEXION PHARMACEUTIC | 650,000 | 79,651,000 | 4.85% | ||
| 7 | HORIZON PHARMA PLC | 4,250,000 | 77,053,000 | 4.70% | ||
| 8 | HOLOGIC INC | 1,900,000 | 73,777,000 | 4.50% | ||
| 9 | HealthSouth Corp | 1,650,000 | 66,940,000 | 4.08% | ||
| 10 | LILLY ELI & CO | 825,000 | 66,214,000 | 4.03% | ||
| 11 | QIAGEN NV | 2,275,000 | 62,426,000 | 3.80% | ||
| 12 | MALLINCKRODT PUB LTD CO SHS | 875,000 | 61,058,000 | 3.72% | ||
| 13 | INCYTE | 600,000 | 56,574,000 | 3.45% | ||
| 14 | MERCK & CO INC | 800,000 | 49,928,000 | 3.04% | ||
| 15 | BARD C R INC | 200,000 | 44,856,000 | 2.73% | ||
| 16 | INC Research Holdings Inc | 1,000,000 | 44,580,000 | 2.72% | ||
| 17 | CARDINAL HEALTH INC | 525,000 | 40,793,000 | 2.49% | ||
| 18 | ACADIA HEALTHCARE COMPANY IN | 770,000 | 38,154,000 | 2.32% | ||
| 19 | PRA HEALTH SCIENCES INC | 675,000 | 38,144,000 | 2.32% | ||
| 20 | BIOGEN INC | 100,000 | 31,303,000 | 1.91% | Call | |
| 21 | COLLEGIUM PHARMACEUTICAL INC COM | 1,400,000 | 26,964,000 | 1.64% | ||
| 22 | PACIRA BIOSCIENCES INC | 744,280 | 25,469,000 | 1.55% | ||
| 23 | CLOVIS ONCOLOGY INC | 700,000 | 25,235,000 | 1.54% | ||
| 24 | CORINDUS VASCULAR ROBOTICS I COM | 19,981,655 | 22,180,000 | 1.35% | ||
| 25 | PERRIGO CO PLC | 197,300 | 18,217,000 | 1.11% | ||
| 26 | CELGENE CORP | 143,850 | 15,037,000 | 0.92% | ||
| 27 | QUEST DIAGNOSTICS INC | 158,780 | 13,438,000 | 0.82% | ||
| 28 | ALLERGAN PLC | 57,550 | 13,254,000 | 0.81% | ||
| 29 | VARIAN MED SYS I | 100,000 | 9,953,000 | 0.61% | Put | |
| 30 | MEDPACE HLDGS INC COM | 326,685 | 9,755,000 | 0.59% | ||
| 31 | ARBUTUS BIOPHARMA | 2,000,000 | 6,880,000 | 0.42% | ||
| 32 | BARCLAYS BK PLC | 200,000 | 6,814,000 | 0.42% | ||
| 33 | HCA HOLDINGS INC | 89,740 | 6,787,000 | 0.41% | ||
| 34 | SEASPINE HLDGS CORP COM | 632,100 | 6,391,000 | 0.39% | ||
| 35 | AMN HEALTHCARE SERVICES INC | 132,481 | 4,222,000 | 0.26% | ||
| 36 | NATERA INC | 294,800 | 3,275,000 | 0.20% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001343781-16-000016, filed 2016.11.14).
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.
