| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2021 | 24 | 188,376 | BMRN, HZNP, UNH, ABBV | 13F-HR | 1/18/2022 | 000165713422000001 |
| Q3 2021 | 29 | 166,345 | ALKS, MDT, PODD, HOLX | 13F-HR | 11/4/2021 | 000165713421000006 |
| Q2 2021 | 30 | 145,454 | CNC, AZN, SHC, ARNA | 13F-HR | 7/27/2021 | 000165713421000005 |
| Q1 2021 | 29 | 193,314 | JAZZ, SHC, ADPT, VRTX | 13F-HR | 5/10/2021 | 000165713421000004 |
| Q4 2020 | 33 | 219,310 | VTRS, SAGE, JAZZ, PODD | 13F-HR | 2/11/2021 | 000165713421000003 |
| Q3 2020 | 34 | 155,569 | ASND, PODD, QDEL, GBT | 13F-HR | 11/12/2020 | 000165713420000006 |
| Q2 2020 | 32 | 130,522 | BMYRT, ARNA, GBT, SAGE | 13F-HR | 8/6/2020 | 000165713420000005 |
| Q1 2020 | 29 | 91,436 | ARNA, BMYRT, BAX, GH | 13F-HR | 5/13/2020 | 000165713420000004 |
| Q4 2019 | 33 | 55,791 | BAX, BMRN, CNC, GH | 13F-HR | 2/12/2020 | 000165713420000003 |
| Q3 2019 | 22 | 46,651 | INSM, PTCT, PTLA, GBT | 13F-HR | 11/12/2019 | 000165713419000006 |
| Q2 2019 | 30 | 184,664 | INSM, GBT, BMRN, PTLA | 13F-HR | 8/7/2019 | 000165713419000005 |
| Q1 2019 | 25 | 59,845 | PTLA, PTCT, INGN, GILD | 13F-HR | 5/8/2019 | 000165713419000004 |
| Q4 2018 | 23 | 36,195 | INSM, GBT, PTCT, PTLA | 13F-HR | 2/12/2019 | 000165713419000001 |
| Q3 2018 | 35 | 108,240 | PTCT, INSM, PTLA, ACHC | 13F-HR | 11/8/2018 | 000165713418000006 |
| Q2 2018 | 36 | 101,718 | OPTN, VRTX, PTCT, ACHC | 13F-HR | 8/7/2018 | 000165713418000005 |
| Q1 2018 | 36 | 79,949 | PTCT, OPTN, CNC, JAZZ | 13F-HR | 5/9/2018 | 000165713418000004 |
| Q4 2017 | 31 | 73,677 | PTCT, DGX, JAZZ, OPTN | 13F-HR | 2/14/2018 | 000165713418000003 |
| Q3 2017 | 32 | 86,228 | PTCT, CNC, INSM, JAZZ | 13F-HR | 11/3/2017 | 000165713417000007 |
| Q2 2017 | 28 | 84,327 | PTCT, MDT, SRPT, JAZZ | 13F-HR | 8/15/2017 | 000165713417000006 |
| Q1 2017 | 27 | 71,732 | PTCT, CNC, SGYPQ, JAZZ | 13F-HR | 5/12/2017 | 000165713417000005 |
| Q4 2016 | 20 | 53,780 | PTCT, CNC, HMSY, JAZZ | 13F-HR | 2/14/2017 | 000165713417000004 |
| Q3 2016 | 20 | 57,509 | PTCT, AERI, BIO, FOLD | 13F-HR | 11/10/2016 | 000165713416000007 |
| Q2 2016 | 19 | 54,588 | CNC, JAZZ, LLY, BIO | 13F-HR | 8/5/2016 | 000165713416000006 |
| Q1 2016 | 16 | 38,360 | XNPT, LLY, DGX, FOLD | 13F-HR | 4/21/2016 | 000165713416000005 |
| Q4 2015 | 17 | 66,131 | PTCT, XNPT, DGX, ACOR | 13F-HR | 2/3/2016 | 000165713416000003 |
| Q3 2015 | 22 | 44,895 | DVA, EW, DGX, FOLD | 13F-HR | 11/9/2015 | 000165713415000002 |