| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2022 | 2 | 7,280 | SRZN, SRZNW | 13F-HR | 11/14/2022 | 000108514622004054 |
| Q2 2022 | 7 | 23,713 | SRZN, SLN, CMPX, UTHR | 13F-HR | 8/15/2022 | 000108514622003049 |
| Q1 2022 | 8 | 58,946 | TNDM, SLN, SRZN, GMED | 13F-HR | 5/16/2022 | 000108514622002165 |
| Q4 2021 | 15 | 153,305 | TNDM, GMED, SRZN, SLN | 13F-HR | 2/14/2022 | 000108514622001000 |
| Q3 2021 | 17 | 182,698 | TNDM, GMED, UTHR, SWTX | 13F-HR | 11/15/2021 | 000108514621003225 |
| Q2 2021 | 32 | 830,929 | PTGX, SWTX, TNDM, GMED | 13F-HR | 8/16/2021 | 000108514621002505 |
| Q1 2021 | 35 | 938,044 | UTHR, SWTX, MGNX, PTGX | 13F-HR | 5/17/2021 | 000108514621001709 |
| Q4 2020 | 38 | 1,070,704 | UTHR, IOVA, MRTX, TCRR | 13F-HR | 2/16/2021 | 000108514621000797 |
| Q3 2020 | 27 | 820,776 | MGNX, GNMK, MRSN, ATRA | 13F-HR | 11/16/2020 | 000108514620002982 |
| Q2 2020 | 32 | 1,668,701 | MRSN, KPTI, MGNX, GNMK | 13F-HR | 8/14/2020 | 000108514620002245 |
| Q1 2020 | 31 | 1,342,939 | KPTI, UTHR, AUPH, CCXI | 13F-HR | 5/15/2020 | 000108514620001588 |
| Q4 2019 | 35 | 1,638,431 | AUPH, ARQL, KPTI, EPZM | 13F-HR | 2/14/2020 | 000108514620000730 |
| Q3 2019 | 30 | 1,010,567 | AMRN, CPRX, UTHR, GMED | 13F-HR | 11/14/2019 | 000108514619002949 |
| Q2 2019 | 30 | 1,412,966 | AMRN, QURE, IOVA, PCRX | 13F-HR | 8/14/2019 | 000108514619002288 |
| Q1 2019 | 26 | 1,584,219 | AMRN, UTHR, PCRX, QURE | 13F-HR | 5/15/2019 | 000108514619001618 |
| Q4 2018 | 24 | 1,359,697 | PCRX, EXEL, AMRN, VNDA | 13F-HR | 2/14/2019 | 000108514619000777 |
| Q3 2018 | 29 | 1,857,241 | PCRX, RTRX, UTHR, PBYI | 13F-HR | 11/14/2018 | 000108514618002700 |
| Q2 2018 | 29 | 1,550,316 | SPPI, PBYI, PCRX, RTRX | 13F-HR | 8/14/2018 | 000108514618002092 |
| Q1 2018 | 26 | 1,094,287 | RDUS, SPPI, CORT, RTRX | 13F-HR | 5/15/2018 | 000108514618001443 |
| Q4 2017 | 23 | 1,107,173 | SPPI, CORT, AMRN, GWPH | 13F-HR | 2/14/2018 | 000108514618000725 |
| Q3 2017 | 20 | 904,160 | SPPI, RTRX, AMRN, PTCT | 13F-HR | 11/14/2017 | 000108514617002356 |
| Q2 2017 | 20 | 848,704 | AMRN, GMED, MYGN, AAAP | 13F-HR | 8/14/2017 | 000108514617001812 |
| Q1 2017 | 24 | 954,125 | HZNP, UTHR, GMED, CLVSQ | 13F-HR | 5/15/2017 | 000108514617001278 |
| Q4 2016 | 23 | 910,584 | CLVSQ, HZNP, UTHR, AMRN | 13F-HR | 2/14/2017 | 000108514617000670 |
| Q3 2016 | 23 | 1,038,930 | CLVSQ, ARIA, MNKKQ, UTHR | 13F-HR | 11/14/2016 | 000108514616004746 |
| Q2 2016 | 22 | 706,509 | MNKKQ, MDVN, ARIA, IRWD | 13F-HR | 8/15/2016 | 000108514616004292 |
| Q1 2016 | 22 | 660,924 | MNKKQ, OFIX, MDVN, IRWD | 13F-HR | 5/16/2016 | 000108514616003791 |
| Q4 2015 | 22 | 745,482 | EGRX, INSYQ, OFIX, PACB | 13F-HR | 2/16/2016 | 000108514616003186 |
| Q3 2015 | 29 | 710,727 | EGRX, INSYQ, ABBV, RTRX | 13F-HR | 11/9/2015 | 000108514615002203 |
| Q2 2015 | 28 | 995,328 | RTRX, INSYQ, EGRX, ABBV | RESTATEMENT | 8/25/2015 | 000108514615001918 |
| Q1 2015 | 27 | 1,098,193 | UTHR, AKRXQ, HPTX, CSII | 13F-HR | 5/14/2015 | 000108514615001217 |
| Q4 2014 | 24 | 776,326 | ENTA, UTHR, CSII, ANIP | 13F-HR | 2/17/2015 | 000108514615000700 |
| Q3 2014 | 26 | 728,598 | UTHR, ENTA, TARO, CSII | 13F-HR | 11/14/2014 | 000108514614002296 |
| Q2 2014 | 24 | 672,211 | ENTA, OFIX, TARO, CSII | 13F-HR | 8/12/2014 | 000108514614001640 |
| Q1 2014 | 27 | 672,141 | UTHR, MYGN, FURX, ENTA | 13F-HR | 5/15/2014 | 000108514614001224 |
| Q4 2013 | 27 | 610,001 | UTHR, WX, ENDP, AEGR | 13F-HR | 2/14/2014 | 000108514614000621 |