| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ARIAD PHARMACEUTICALS INC | 850,000 | 10,574,000 | 7.48% | ||
| 2 | NXSTAGE MED INC COM | 367,690 | 9,637,000 | 6.82% | ||
| 3 | HOLOGIC INC | 230,000 | 9,228,000 | 6.53% | ||
| 4 | BIO RAD LABS INC CL A | 49,000 | 8,932,000 | 6.32% | ||
| 5 | PACIRA BIOSCIENCES INC | 273,000 | 8,818,000 | 6.24% | ||
| 6 | JAZZ PHARMACEUTICALS PLC SHS USD | 77,000 | 8,395,000 | 5.94% | ||
| 7 | SPECTRANETICS CORP | 329,600 | 8,075,000 | 5.71% | ||
| 8 | ALLSCRIPTS HEALTHCARE | 765,000 | 7,811,000 | 5.53% | ||
| 9 | GILEAD SCIENCES INC | 100,000 | 7,161,000 | 5.07% | ||
| 10 | Teladoc, Inc. | 415,600 | 6,857,000 | 4.85% | ||
| 11 | LABORATORY CORP AMER HLDGS | 51,000 | 6,547,000 | 4.63% | ||
| 12 | NOVOCURE LTD | 825,000 | 6,476,000 | 4.58% | ||
| 13 | CARDIOME PHARMA CORP | 1,825,000 | 5,037,000 | 3.56% | ||
| 14 | OBALON THERAPEUTICS INC | 562,606 | 4,979,000 | 3.52% | ||
| 15 | AMGEN INC | 31,000 | 4,533,000 | 3.21% | ||
| 16 | ALKERMES PLC | 78,000 | 4,335,000 | 3.07% | ||
| 17 | ATHENA HEALTH INC. | 41,000 | 4,312,000 | 3.05% | ||
| 18 | STERIS PLC | 63,000 | 4,246,000 | 3.00% | ||
| 19 | SERVICE CORP INTL COM | 125,000 | 3,550,000 | 2.51% | ||
| 20 | IMPAX LABORATORIES INC | 257,500 | 3,412,000 | 2.41% | ||
| 21 | CORIUM INTERNATIONAL INC | 737,242 | 2,993,000 | 2.12% | ||
| 22 | LUMINEX CORP DEL COM | 135,000 | 2,731,000 | 1.93% | ||
| 23 | STREAMLINE HEALTH SOLUTIONS COM | 1,138,000 | 1,423,000 | 1.01% | ||
| 24 | BOSTON SCIENTIFIC CORP | 2,200 | 635,000 | 0.45% | ||
| 25 | QUOTIENT LTD | 100,000 | 484,000 | 0.34% | ||
| 26 | HENRY SCHEIN INC | 360 | 164,000 | 0.12% | ||
| 27 | STRYKER CORP | 250 | 27,000 | 0.02% |
Portfolio data is normalized using SEC Form 13F filings, including the Restatement filing (0001095449-17-000026, filed 2017.02.16).
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.
