|
A
|
US |
AGILENT TECHNOLOGIES INC |
596,326 |
$80M |
8.82% |
100.0%
|
- |
|
GMED
|
US |
GLOBUS MEDICAL INC - A |
844,013 |
$70M |
7.68% |
100.0%
|
- |
|
ABBV
|
US |
ABBVIE INC |
374,012 |
$66M |
7.32% |
100.0%
|
- |
|
UNH
|
US |
UNITEDHEALTH GROUP INC |
120,700 |
$61M |
6.72% |
100.0%
|
- |
|
UNH
|
US |
UNITEDHEALTH GROUP INC |
100,000 |
$51M |
5.57% |
100.0%
|
Call |
|
TEVA
|
US |
TEVA PHARMACEUTICAL-SP ADR |
2,200,036 |
$48M |
5.34% |
13.2%
|
- |
|
BSX
|
US |
BOSTON SCIENTIFIC CORP |
495,009 |
$44M |
4.87% |
100.0%
|
- |
|
NBIX
|
US |
NEUROCRINE BIOSCIENCES INC |
318,195 |
$43M |
4.78% |
100.0%
|
- |
|
NVST
|
US |
ENVISTA HOLDINGS CORP |
2,200,000 |
$42M |
4.67% |
0.5%
|
- |
|
PODD
|
US |
INSULET CORP |
154,014 |
$40M |
4.43% |
40.0%
|
- |
|
MMSI
|
US |
MERIT MEDICAL SYSTEMS INC |
407,022 |
$39M |
4.33% |
60.9%
|
- |
|
ISRG
|
US |
INTUITIVE SURGICAL INC |
75,000 |
$39M |
4.31% |
4.2%
|
- |
|
DVA
|
US |
DAVITA INC |
260,424 |
$39M |
4.29% |
100.0%
|
- |
|
EXAS
|
US |
EXACT SCIENCES CORP |
600,000 |
$34M |
3.71% |
50.0%
|
- |
|
HQY
|
US |
HEALTHEQUITY INC |
335,614 |
$32M |
3.54% |
100.0%
|
- |
|
MEDP
|
US |
MEDPACE HOLDINGS INC |
90,000 |
$30M |
3.29% |
-53.3%
|
- |
|
TWST
|
US |
TWIST BIOSCIENCE CORP |
492,471 |
$23M |
2.52% |
-3.4%
|
- |
|
GKOS
|
US |
GLAUKOS CORP |
150,000 |
$22M |
2.48% |
-31.1%
|
- |
|
XBI
|
US |
SPDR S&P BIOTECH ETF |
250,000 |
$23M |
2.48% |
100.0%
|
- |
|
CAH
|
US |
CARDINAL HEALTH INC |
186,002 |
$22M |
2.42% |
100.0%
|
- |