Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ELV	ANTHEM INC	213,527	$50.83M	4.3%	$159.24	+31.5%	COM	036752103
ALGN	ALIGN TECHNOLOGY INC	131,058	$44.84M	3.8%	$121.61	+145.3%	COM	016255101
—	CELGENE CORP	532,800	$42.31M	3.6%	$105.39	—	COM	151020104
ISRG	INTUITIVE SURGICAL INC	87,739	$41.98M	3.6%	$113.78	+34.0%	COM NEW	46120E602
ILMN	ILLUMINA INC	140,971	$39.37M	3.4%	$175.15	+45.2%	COM	452327109
ABT	ABBOTT LABS	568,850	$34.69M	3.0%	$36.45	+45.8%	COM	002824100
MDT	MEDTRONIC PLC	401,881	$34.41M	2.9%	$65.84	+4.1%	SHS	G5960L103
TDOC	TELADOC INC	570,110	$33.09M	2.8%	$37.96	+28.7%	COM	87918A105
EW	EDWARDS LIFESCIENCES CORP	205,660	$29.94M	2.6%	$34.00	+37.3%	COM	28176E108
JAZZ	JAZZ PHARMACEUTICALS PLC	164,933	$28.42M	2.4%	$136.22	+20.0%	SHS USD	G50871105
BSX	BOSTON SCIENTIFIC CORP	820,596	$26.83M	2.3%	$21.65	+39.3%	COM	101137107
HUM	HUMANA INC	86,850	$25.85M	2.2%	$230.15	+19.2%	COM	444859102
DXCM	DEXCOM INC	270,897	$25.73M	2.2%	$14.04	+50.9%	COM	252131107
UNH	UNITEDHEALTH GROUP INC	96,729	$23.73M	2.0%	$116.88	+81.5%	COM	91324P102
DHR	DANAHER CORP DEL	218,465	$21.56M	1.8%	$72.14	+19.2%	COM	235851102
—	CIGNA CORPORATION	126,234	$21.45M	1.8%	$164.47	—	COM	125509109
COR	AMERISOURCEBERGEN CORP	238,853	$20.37M	1.7%	$66.01	+2.9%	COM	03073E105
—	ALEXION PHARMACEUTICALS INC	163,730	$20.33M	1.7%	$126.51	—	COM	015351109
CNC	CENTENE CORP DEL	163,247	$20.11M	1.7%	$39.40	+46.4%	COM	15135B101
SYK	STRYKER CORP	118,770	$20.06M	1.7%	$108.05	+43.3%	COM	863667101
SUPN	SUPERNUS PHARMACEUTICALS INC	326,600	$19.55M	1.7%	$41.27	+25.5%	COM	868459108
BDX	BECTON DICKINSON & CO	81,215	$19.46M	1.7%	$162.60	+22.0%	COM	075887109
—	MYLAN N V	502,350	$18.16M	1.5%	$38.38	—	SHS EURO	N59465109
—	HILL ROM HLDGS INC	179,689	$15.69M	1.3%	$73.88	—	COM	431475102
BAX	BAXTER INTL INC	210,000	$15.51M	1.3%	$36.40	+69.1%	COM	071813109
—	WRIGHT MED GROUP NV	570,301	$14.8M	1.3%	$28.41	—	ORD SHS 0.03 PAR	N96617118
BMY	BRISTOL MYERS SQUIBB CO	260,849	$14.44M	1.2%	$41.78	-2.7%	COM	110122108
HOLX	HOLOGIC INC	361,894	$14.38M	1.2%	$38.30	+0.4%	COM	436440101
—	K2M GROUP HLDGS INC	612,941	$13.79M	1.2%	$18.95	—	COM	48273J107
—	WALGREENS BOOTS ALLIANCE INC	226,018	$13.56M	1.2%	$79.92	—	COM	931427108
—	LABORATORY CORP AMER HLDGS	75,240	$13.51M	1.2%	$155.03	—	COM NEW	50540R409
IONS	IONIS PHARMACEUTICALS INC	322,586	$13.44M	1.1%	$45.75	-3.2%	COM	462222100
—	FITBIT INC	2,057,900	$13.44M	1.1%	$5.10	—	CL A	33812L102
MGNX	MACROGENICS INC	596,913	$12.33M	1.1%	$18.91	+19.1%	COM	556099109
ESPR	ESPERION THERAPEUTICS INC NEW	313,520	$12.29M	1.0%	$61.72	-18.1%	COM	29664W105
—	PRA HEALTH SCIENCES INC	129,400	$12.08M	1.0%	$93.36	—	COM	69354M108
—	ALDER BIOPHARMACEUTICALS INC	758,964	$11.99M	1.0%	$13.41	—	COM	014339105
BIIB	BIOGEN INC	39,345	$11.42M	1.0%	$265.55	+5.9%	COM	09062X103
GILD	GILEAD SCIENCES INC	160,300	$11.36M	1.0%	$56.85	-7.3%	COM	375558103
—	ABIOMED INC	27,081	$11.08M	0.9%	$121.68	—	COM	003654100
—	SHIRE PLC	65,292	$11.02M	0.9%	$168.62	—	SPONSORED ADR	82481R106
LIVN	LIVANOVA PLC	109,924	$10.97M	0.9%	$60.57	+49.9%	SHS	G5509L101
ALNY	ALNYLAM PHARMACEUTICALS INC	103,500	$10.19M	0.9%	$88.78	+11.7%	COM	02043Q107
INSM	INSMED INC	424,051	$10.03M	0.9%	$26.20	-1.7%	COM PAR $.01	457669307
HCM	HUTCHISON CHINA MEDITECH LTD	332,536	$10.02M	0.9%	$30.83	—	SPONSORED ADR	44842L103
—	AKCEA THERAPEUTICS INC	379,301	$8.993M	0.8%	$23.95	—	COM	00972L107
AMGN	AMGEN INC	47,900	$8.842M	0.8%	$122.03	+14.9%	COM	031162100
RMD	RESMED INC	82,200	$8.514M	0.7%	$77.23	+21.9%	COM	761152107
ZBH	ZIMMER BIOMET HLDGS INC	71,401	$7.957M	0.7%	$92.36	+10.7%	COM	98956P102
—	GENMARK DIAGNOSTICS INC	1,186,502	$7.57M	0.6%	$8.03	—	COM	372309104
VRTX	VERTEX PHARMACEUTICALS INC	42,294	$7.188M	0.6%	$112.82	+37.4%	COM	92532F100
TMO	THERMO FISHER SCIENTIFIC INC	29,131	$6.034M	0.5%	$162.72	+27.8%	COM	883556102
REGN	REGENERON PHARMACEUTICALS	17,260	$5.955M	0.5%	$412.08	-24.5%	COM	75886F107
—	WELLCARE HEALTH PLANS INC	22,050	$5.43M	0.5%	$246.26	—	COM	94946T106
MOH	MOLINA HEALTHCARE INC	52,240	$5.116M	0.4%	$65.64	+32.8%	COM	60855R100
BMRN	BIOMARIN PHARMACEUTICAL INC	49,519	$4.665M	0.4%	$82.01	+6.8%	COM	09061G101
—	COOPER COS INC	19,300	$4.544M	0.4%	$168.20	—	COM NEW	216648402
—	TABULA RASA HEALTHCARE INC	67,306	$4.296M	0.4%	$25.50	—	COM	873379101
NBIX	NEUROCRINE BIOSCIENCES INC	43,550	$4.278M	0.4%	$42.85	+108.9%	COM	64125C109
TFX	TELEFLEX INC	14,000	$3.755M	0.3%	$180.33	+42.3%	COM	879369106
IART	INTEGRA LIFESCIENCES HLDGS C	58,161	$3.746M	0.3%	$47.92	+29.2%	COM NEW	457985208
GMED	GLOBUS MED INC	74,045	$3.736M	0.3%	$34.97	+49.1%	CL A	379577208
HSIC	SCHEIN HENRY INC	51,368	$3.731M	0.3%	$65.30	-13.7%	COM	806407102
IRTC	IRHYTHM TECHNOLOGIES INC	45,921	$3.726M	0.3%	$47.46	+47.3%	COM	450056106
INCY	INCYTE CORP	54,850	$3.675M	0.3%	$100.12	-31.7%	COM	45337C102
—	CERNER CORP	57,900	$3.462M	0.3%	$56.90	—	COM	156782104
—	EXPRESS SCRIPTS HLDG CO	44,500	$3.436M	0.3%	$69.39	—	COM	30219G108
OMCL	OMNICELL INC	63,945	$3.354M	0.3%	$48.10	-2.2%	COM	68213N109
—	INTERSECT ENT INC	88,028	$3.297M	0.3%	$29.40	—	COM	46071F103
XRAY	DENTSPLY SIRONA INC	75,093	$3.287M	0.3%	$56.74	-17.2%	COM	24906P109
—	SEATTLE GENETICS INC	49,500	$3.286M	0.3%	$40.52	—	COM	812578102
—	HORIZON PHARMA PLC	191,578	$3.173M	0.3%	$16.56	—	SHS	G4617B105
—	HMS HLDGS CORP	146,069	$3.158M	0.3%	$20.51	—	COM	40425J101
—	VALEANT PHARMACEUTICALS INTL	130,000	$3.021M	0.3%	$17.61	—	COM	91911K102
RARE	ULTRAGENYX PHARMACEUTICAL INC	39,150	$3.009M	0.3%	$64.56	+0.0%	COM	90400D108
—	QIAGEN NV	76,838	$2.778M	0.2%	$36.15	—	SHS NEW	N72482123
CHRS	COHERUS BIOSCIENCES INC	197,835	$2.77M	0.2%	$11.58	+23.6%	COM	19249H103
—	QUOTIENT LTD	319,814	$2.568M	0.2%	$8.26	—	SHS	G73268107
TNDM	TANDEM DIABETES CARE INC	114,006	$2.51M	0.2%	$12.30	0.0%	COM NEW	875372203
LGND	LIGAND PHARMACEUTICALS INC	12,070	$2.501M	0.2%	$64.75	+72.3%	COM NEW	53220K504
EGRX	EAGLE PHARMACEUTICALS INC	33,000	$2.497M	0.2%	$73.65	-14.6%	COM	269796108
AGIO	AGIOS PHARMACEUTICALS INC	28,811	$2.427M	0.2%	$42.91	+103.2%	COM	00847X104
JNJ	JOHNSON & JOHNSON	20,000	$2.427M	0.2%	$78.77	+27.9%	COM	478160104
QTRX	QUANTERIX CORP	165,480	$2.376M	0.2%	$18.43	-6.1%	COM	74766Q101
TEVA	TEVA PHARMACEUTICAL INDS LTD	90,000	$2.189M	0.2%	$28.70	—	SPONSORED ADR	881624209
—	INTERCEPT PHARMACEUTICALS IN	24,648	$2.068M	0.2%	$78.28	—	COM	45845P108
—	NEVRO CORP	25,798	$2.06M	0.2%	$72.88	—	COM	64157F103
—	BLUEBIRD BIO INC	12,900	$2.025M	0.2%	$53.85	—	COM	09609G100
HCA	HCA HEALTHCARE INC	19,000	$1.949M	0.2%	$64.91	+45.6%	COM	40412C101
PEN	PENUMBRA INC	14,027	$1.938M	0.2%	$73.96	+92.5%	COM	70975L107
—	SAGE THERAPEUTICS INC	12,100	$1.894M	0.2%	$164.74	—	COM	78667J108
ONC	BEIGENE LTD	11,500	$1.768M	0.2%	$97.72	—	SPONSORED ADR	07725L102
INSP	INSPIRE MED SYS INC	47,953	$1.71M	0.1%	$32.28	0.0%	COM	457730109
RGNX	REGENXBIO INC	23,800	$1.708M	0.1%	$47.76	0.0%	COM	75901B107
—	NEKTAR THERAPEUTICS	34,500	$1.685M	0.1%	$20.42	—	COM	640268108
ANGO	ANGIODYNAMICS INC	75,700	$1.684M	0.1%	$11.05	+85.0%	COM	03475V101
—	ALLERGAN PLC	10,000	$1.667M	0.1%	$231.08	—	SHS	G0177J108
MCK	MCKESSON CORP	11,850	$1.581M	0.1%	$149.58	-7.9%	COM	58155Q103
—	PORTOLA PHARMACEUTICALS INC	41,500	$1.567M	0.1%	$29.82	—	COM	737010108
PODD	INSULET CORP	18,000	$1.543M	0.1%	$34.02	+163.6%	COM	45784P101
IDXX	IDEXX LABS INC	7,000	$1.526M	0.1%	$206.05	0.0%	COM	45168D104
MASI	MASIMO CORP	14,800	$1.445M	0.1%	$37.61	+152.8%	COM	574795100
CLLS	CELLECTIS S A	50,600	$1.431M	0.1%	$30.41	—	SPONSORED ADS	15117K103
—	OXFORD IMMUNOTEC GLOBAL PLC	110,661	$1.426M	0.1%	$12.89	—	ORD SHS	G6855A103
—	INTRA CELLULAR THERAPIES INC	79,900	$1.412M	0.1%	$13.59	—	COM	46116X101
—	DYNAVAX TECHNOLOGIES CORP	91,800	$1.4M	0.1%	$20.81	—	COM NEW	268158201
—	ARENA PHARMACEUTICALS INC	31,417	$1.37M	0.1%	$43.61	—	COM NEW	040047607
ALKS	ALKERMES PLC	32,650	$1.344M	0.1%	$52.75	-13.7%	SHS	G01767105
STIM	NEURONETICS INC	50,000	$1.32M	0.1%	$27.20	0.0%	COM	64131A105
—	AETNA INC NEW	7,100	$1.303M	0.1%	$129.82	—	COM	00817Y108
—	MIRATI THERAPEUTICS INC	25,500	$1.257M	0.1%	$49.29	—	COM	60468T105
—	SYNEOS HEALTH INC	26,656	$1.25M	0.1%	$46.89	—	CL A	87166B102
AMRX	AMNEAL PHARMACEUTICALS INC	75,000	$1.231M	0.1%	$17.55	0.0%	COM STK CL A	03168L105
—	CASTLIGHT HEALTH INC	287,340	$1.221M	0.1%	$4.25	—	CL B	14862Q100
—	FOUNDATION MEDICINE INC	8,357	$1.142M	0.1%	$136.65	—	COM	350465100
—	TESARO INC	25,250	$1.123M	0.1%	$75.18	—	COM	881569107
INGN	INOGEN INC	6,011	$1.12M	0.1%	$166.43	0.0%	COM	45780L104
—	COTIVITI HLDGS INC	24,774	$1.093M	0.1%	$37.97	—	COM	22164K101
PFE	PFIZER INC	29,200	$1.059M	0.1%	$18.68	+30.1%	COM	717081103
—	GW PHARMACEUTICALS PLC	7,179	$1.002M	0.1%	$134.88	—	ADS	36197T103
—	ENDO INTL PLC	99,092	$934K	0.1%	$17.53	—	SHS	G30401106
CAH	CARDINAL HEALTH INC	18,000	$879K	0.1%	$61.04	-26.1%	COM	14149Y108
VEEV	VEEVA SYS INC	10,296	$791K	0.1%	$76.04	0.0%	CL A COM	922475108
—	CLOVIS ONCOLOGY INC	17,250	$784K	0.1%	$36.05	—	COM	189464100
QURE	UNIQURE NV	20,200	$764K	0.1%	$32.02	0.0%	SHS	N90064101
MRK	MERCK & CO INC	12,500	$759K	0.1%	$36.03	+23.6%	COM	58933Y105
—	VARIAN MED SYS INC	6,300	$716K	0.1%	$80.03	—	COM	92220P105
ADAPY	ADAPTIMMUNE THERAPEUTICS PLC	59,935	$711K	0.1%	$11.86	—	SPONDS ADR	00653A107
—	BELLICUM PHARMACEUTICALS INC	90,020	$664K	0.1%	$7.38	—	COM	079481107
HCSG	HEALTHCARE SVCS GRP INC	15,000	$648K	0.1%	$41.43	-4.2%	COM	421906108
—	MEDICINES CO	17,050	$626K	0.1%	$48.88	—	COM	584688105
CVS	CVS HEALTH CORP	8,000	$515K	0.0%	$64.02	-19.3%	COM	126650100
MTLS	MATERIALISE NV	39,329	$510K	0.0%	$12.97	—	SPONSORED ADS	57667T100
NTLA	INTELLIA THERAPEUTICS INC	16,734	$458K	0.0%	$24.23	0.0%	COM	45826J105
—	MEDIDATA SOLUTIONS INC	4,649	$375K	0.0%	$80.66	—	COM	58471A105
—	AAC HLDGS INC	39,000	$365K	0.0%	$22.82	—	COM	000307108
VYGR	VOYAGER THERAPEUTICS INC	16,922	$331K	0.0%	$19.56	—	COM	92915B106
—	AURIS MED HLDG AG	193,125	$151K	0.0%	$0.78	—	COM	H0381L104