| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NUVASIVE INC | 150,000 | 7,107,000 | 1.91% | ||
| 2 | Dentsply Intl Inc | 150,000 | 7,733,000 | 2.08% | ||
| 3 | QIAGEN NV | 364,410 | 9,034,000 | 2.43% | ||
| 4 | WRIGHT MEDICAL GROUP NV | 350,000 | 9,191,000 | 2.47% | ||
| 5 | SMITH & NEPHEW PLC | 275,000 | 9,336,000 | 2.51% | ||
| 6 | THORATEC LABS CORP | 215,000 | 9,583,000 | 2.58% | ||
| 7 | SIRONA DENTAL SYS INC | 100,000 | 10,042,000 | 2.70% | ||
| 8 | TEVA PHARMACEUTICAL INDS LTD | 175,000 | 10,343,000 | 2.78% | ||
| 9 | ALERE INC | 215,000 | 11,341,000 | 3.05% | ||
| 10 | NEKTAR THERAPEUTICS COM | 925,000 | 11,572,000 | 3.11% | ||
| 11 | EDWARDS LIFESCIENCES CORP | 81,828 | 11,655,000 | 3.14% | ||
| 12 | ALKERMES PLC | 187,500 | 12,064,000 | 3.25% | ||
| 13 | DEPHEID | 205,064 | 12,540,000 | 3.37% | ||
| 14 | ACADIA PHARMACEUTICALS INC COM | 300,000 | 12,564,000 | 3.38% | ||
| 15 | ALEXION PHARMACEUTIC | 69,590 | 12,580,000 | 3.39% | ||
| 16 | BIOMARIN PHARMACEUTICAL INC | 94,665 | 12,948,000 | 3.48% | ||
| 17 | VERTEX PHARMACEUTICALS INC | 115,000 | 14,200,000 | 3.82% | ||
| 18 | IMPAX LABORATORIES INC | 325,000 | 14,924,000 | 4.02% | ||
| 19 | Receptos Inc | 80,000 | 15,204,000 | 4.09% | ||
| 20 | PERRIGO CO PLC | 85,000 | 15,711,000 | 4.23% | ||
| 21 | SHIRE PLC | 65,638 | 15,851,000 | 4.27% | ||
| 22 | MYLAN N V | 240,000 | 16,286,000 | 4.38% | ||
| 23 | HEALTH NET INC | 255,814 | 16,403,000 | 4.41% | ||
| 24 | CENTENE CORP DEL | 210,828 | 16,951,000 | 4.56% | ||
| 25 | COOPER COS INC | 101,230 | 18,016,000 | 4.85% | ||
| 26 | HUMANA INC | 100,000 | 19,128,000 | 5.15% | ||
| 27 | AETNA INC NEW | 150,187 | 19,143,000 | 5.15% | ||
| 28 | CIGNA CORPORATION | 124,312 | 20,139,000 | 5.42% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-15-049082, filed 2015.08.13).
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.
