| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 25 | 721,806 | MEDP, ELAN, ILMN, THC | 13F-HR | 11/14/2024 | 000117266124004747 |
| Q2 2024 | 26 | 983,678 | EW, DXCM, GKOS, ACHC | 13F-HR | 8/14/2024 | 000117266124003544 |
| Q1 2024 | 29 | 976,332 | ACHC, DXCM, ICLR, ABBV | 13F-HR | 5/15/2024 | 000117266124002396 |
| Q4 2023 | 26 | 772,918 | ACHC, UHS, ICLR, ELAN | 13F-HR | 2/14/2024 | 000117266124001531 |
| Q3 2023 | 23 | 684,245 | UHS, ACHC, DXCM, UTHR | 13F-HR | 11/14/2023 | 000117266123003880 |
| Q2 2023 | 23 | 748,077 | ICLR, UHS, ABBV, EXAS | 13F-HR | 8/14/2023 | 000117266123003009 |
| Q1 2023 | 27 | 693,199 | SNY, ABBV, ICLR, DXCM | 13F-HR | 5/15/2023 | 000117266123002176 |
| Q4 2022 | 26 | 557,757 | ICLR, CRL, UHS, COO | 13F-HR | 2/14/2023 | 000117266123000991 |
| Q3 2022 | 27 | 572,018 | CRL, CI, NBIX, SNY | 13F-HR | 11/14/2022 | 000117266122002382 |
| Q2 2022 | 25 | 771,152 | SPY puts, ABBV, HUM, RGEN | 13F-HR | 8/15/2022 | 000117266122001924 |
| Q1 2022 | 28 | 840,747 | ICLR, HZNP, GH, UNH | 13F-HR | 5/16/2022 | 000117266122001384 |
| Q4 2021 | 25 | 717,680 | DVA, NVST, GH, CTLT | 13F-HR | 2/14/2022 | 000117266122000921 |
| Q3 2021 | 26 | 696,776 | HZNP, NVST, HUM, NVRO | 13F-HR | 11/15/2021 | 000117266121002271 |
| Q2 2021 | 26 | 970,811 | HUM, CTLT, MOH, ABBV | 13F-HR | 8/16/2021 | 000117266121001699 |
| Q1 2021 | 27 | 786,489 | EHC, UNH, ZBH, MOH | 13F-HR | 5/17/2021 | 000117266121001204 |
| Q4 2020 | 26 | 771,487 | EXAS, IWM puts, ZBH, HZNP | 13F-HR | 2/16/2021 | 000117266121000710 |
| Q3 2020 | 25 | 447,488 | EHC, ZBH, CRL, HZNP | 13F-HR | 11/16/2020 | 000117266120002165 |
| Q2 2020 | 24 | 397,078 | EHC, HOLX, BAX, HZNP | 13F-HR | 8/14/2020 | 000117266120001738 |
| Q1 2020 | 26 | 258,514 | EHC, BSX, HZNP, NVRO | 13F-HR | 5/15/2020 | 000117266120001265 |
| Q4 2019 | 23 | 377,330 | BSX, ZBH, EHC, ILMN | 13F-HR | 2/14/2020 | 000117266120000515 |