Assessment - Medicine - 7/01/24 - RS = mixed

 ⇐ 

								⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/01/24	prc diff	⇓ Δ26	Curr	∅-RS
						S		SOM Medicine	693.483	8/12/24	-0.99	676.693	2.48	708.449	-31.756	-4.48	USD	-2.39
						L		Ambu	137.700	8/12/24	-0.40	136.550	0.84	105.200	31.350	29.80	DKK	37.16
								Intuitive Surgical	465.530	8/12/24	0.46	436.240	6.71	337.360	98.880	29.31	USD	27.85
						L		Fisher & Paykel HC	32.790	8/12/24	0.89	29.950	9.48	23.600	6.350	26.91	NZD	26.97
						L		Eckert & Ziegler	42.420	8/12/24	1.34	46.020	-7.82	41.300	4.720	11.43	EUR	20.02
								Encompass Health	86.860	8/12/24	1.33	85.360	1.76	66.720	18.640	27.94	USD	19.95
						L		ResMed	33.030	8/12/24	1.13	28.600	15.49	25.440	3.160	12.42	AUD	18.50
								Cochlear	339.370	8/12/24	0.26	322.560	5.21	298.670	23.890	8.00	AUD	17.08
						L		Amplifon	28.150	8/12/24	1.33	33.220	-15.26	31.340	1.880	6.00	EUR	12.85
								EssilorLuxottica	207.300	8/12/24	-0.58	201.800	2.73	181.600	20.200	11.12	EUR	12.35
								Apollo Hospitals	6,502.400	8/12/24	-1.30	6,140.500	5.89	5,750.050	390.450	6.79	INR	11.66
						L		Sonova	278.100	8/12/24	-1.52	280.300	-0.78	274.400	5.900	2.15	CHF	8.87
								Terumo	2,611.000	8/09/24	5.05	2,548.000	2.47	2,311.000	237.000	10.26	JPY	8.55
						L		Fresenius	30.890	8/12/24		28.300	9.15	28.070	0.230	0.82	EUR	8.43
								Synlab	11.060	8/12/24	1.10	11.200	-1.25	11.420	-0.220	-1.93	EUR	8.07
								DiaSorin	100.100	8/12/24	0.48	93.280	7.31	93.240	0.040	0.04	EUR	6.70
								Coloplast	884.400	8/12/24	0.25	832.400	6.25	772.000	60.400	7.82	DKK	4.76
								ConvaTec	231.600	8/12/24	-0.17	236.400	-2.03	244.200	-7.800	-3.19	GBP	4.59
						L		Stratec	41.500	8/12/24	4.27	45.850	-9.49	45.550	0.300	0.66	EUR	4.56
								Drägerwerk	45.750	8/12/24	0.44	49.950	-8.41	51.800	-1.850	-3.57	EUR	4.48
						L		LTC Properties	35.900	8/12/24	-0.22	34.440	4.24	32.120	2.320	7.22	USD	3.25
								Siemens Healthineers	50.280	8/12/24	0.08	53.840	-6.61	52.600	1.240	2.36	EUR	2.97
								GE HealthCare	82.370	8/12/24	-1.24	76.260	8.01	77.320	-1.060	-1.37	USD	1.72
								DexCom	71.270	8/12/24	2.16	112.170	-36.46	124.090	-11.920	-9.61	USD	1.43
								Gerresheimer	97.300	8/12/24	-1.47	101.100	-3.76	94.350	6.750	7.15	EUR	-1.05
								⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/01/24	prc diff	⇓ Δ26	Curr	∅-RS
						S		Medtronic	81.190	8/12/24	-1.04	77.120	5.28	82.380	-5.260	-6.39	USD	-2.42
								Fresenius MedCare	33.130	8/12/24	-1.31	35.880	-7.66	37.960	-2.080	-5.48	EUR	-3.75
						S		Sysmex	2,624.000	8/09/24	1.04	2,526.500	3.86	2,619.330	-92.830	-3.54	JPY	-5.26
								Smith and Nephew	1,156.000	8/12/24	-0.86	975.600	18.49	1,078.500	-102.900	-9.54	GBP	-6.12
								Uniphar	2.625	8/12/24	-0.38	2.420	8.47	2.700	-0.280	-10.37	EUR	-6.36
						S		Ramsay Health Care	44.860	8/12/24	0.99	46.700	-3.94	52.610	-5.910	-11.23	AUD	-7.00
						S		Sino Biopharm	2.950	8/12/24	2.08	2.670	10.49	3.470	-0.800	-23.05	HKD	-11.18
						S		Getinge	198.050	8/12/24	-0.10	181.450	9.15	224.600	-43.150	-19.21	SEK	-12.69
						S		Align Technology	213.570	8/12/24	-0.63	238.640	-10.51	274.000	-35.360	-12.91	USD	-13.41
								Sonic Healthcare	27.450	8/12/24	0.22	25.660	6.98	32.080	-6.420	-20.01	AUD	-14.37
						S		Straumann	112.350	8/12/24	0.76	112.700	-0.31	135.600	-22.900	-16.89	CHF	-16.75
						S		Illumina	124.540	8/12/24	0.79	105.500	18.05	139.240	-33.740	-24.23	USD	-18.46
						S		Oceania Healthcare	0.770	8/12/24		0.540	42.59	0.760	-0.220	-28.95	NZD	-20.37
						S		Sartorius	241.100	8/12/24	-2.90	211.700	13.89	333.200	-121.500	-36.46	EUR	-21.62
						S		Medigene	1.100	8/12/24	0.46	1.115	-1.35	1.525	-0.410	-26.89	EUR	-23.51
						S		Carl Zeiss Meditec	60.350	8/12/24	-5.33	66.250	-8.91	98.840	-32.590	-32.97	EUR	-29.17
								WuXi AppTec	41.380	8/12/24	-0.29	38.660	7.04	72.760	-34.100	-46.87	CNY	-29.23
						L		Orpea	9.946	8/12/24	-42.87	12.312	-19.22	16.900	-4.588	-27.15	EUR	-54.60
Medicine - 42 out of 42 instruments rated - 7/01/24 / 1/01/24 - 19 did rise, Market-Ratio(26) = 45.24 %

 

 

Transactions Medicine * Mixed Straddles L8 - 73/72 (1) - S19 - 33/69 (3)

																⇐
L/S	date buy	date sell	days				instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
1/02/06		2/27/06	56				- cash -
long	2/27/06	3/27/06	28				Illumina	100	793	USD	12.600	13.460		0.860	7	10,682	136
3/27/06		4/03/06	7				- cash -
	4/03/06	4/17/06	14				Illumina	100	913	USD	11.690	12.530		0.840	7	11,449	511
4/17/06		9/11/06	147				- cash -
	9/11/06	9/18/06	7				Illumina	100	698	USD	16.380	17.840		1.460	9	12,468	8,480
9/18/06		10/02/06	14				- cash -
	10/02/06	11/27/06	56				Illumina	100	756	USD	16.475	18.925		2.450	15	14,320	147
11/27/06		12/11/06	14				- cash -
	12/11/06	12/18/06	7				Illumina	100	694	USD	20.610	19.975		-0.635	-3	13,879	-80
12/18/06		1/22/07	35				- cash -
	1/22/07	1/29/07	7				Stratec	100	573	EUR	24.190	26.240		2.050	8	15,054	6,852
1/29/07		2/05/07	7				- cash -
	2/05/07	2/19/07	14				Stratec	100	570	EUR	26.400	26.850		0.450	2	15,311	55
2/19/07		4/30/07	70				- cash -
	4/30/07	5/21/07	21				Stratec	100	571	EUR	26.800	25.310		-1.490	-6	14,460	-63
5/21/07		10/01/07	133				- cash -
	10/01/07	10/22/07	21				Intuitive Surgical	100	562	USD	25.710	31.760		6.050	24	17,860	3,837
10/22/07		1/28/08	98				- cash -
short	1/28/08	5/04/09	462				Carl Zeiss Meditec	33	566	EUR	10.500	9.290	11.868	1.368	13	18,634	10
							Drägerwerk	33	149	EUR	40.000	19.500	82.051	42.051	105	24,900	76
							Stratec	33	338	EUR	17.600	15.150	20.446	2.846	16	25,862	13
long	5/12/08	5/19/08	7				Illumina	100	649	USD	39.810	39.520		-0.290	-1	25,673	-32
	8/25/08	9/22/08	28				Illumina	100	570	USD	44.985	41.510		-3.475	-8	23,693	-65
	5/04/09	6/29/09	56				Illumina	100	622	USD	38.040	38.730		0.690	2	24,122	12
6/29/09		8/10/09	42				- cash -
	8/10/09	11/02/09	84				Intuitive Surgical	100	943	USD	25.570	27.380		1.810	7	25,829	35
11/02/09		11/16/09	14				- cash -
	11/16/09	2/15/10	91				Intuitive Surgical	100	829	USD	31.120	37.140		6.020	19	30,819	103
2/15/10		3/01/10	14				- cash -
	3/01/10	3/08/10	7				Drägerwerk	100	648	EUR	47.500	51.900		4.400	9	33,671	10,042
3/08/10		4/05/10	28				- cash -
	4/05/10	5/10/10	35				Drägerwerk	100	662	EUR	50.860	51.000		0.140	0	33,763	3
5/10/10		12/20/10	224				- cash -
	12/20/10	2/14/11	56				Illumina	100	522	USD	64.570	73.760		9.190	14	38,560	138
2/14/11		5/09/11	84				- cash -
	5/09/11	5/30/11	21				Illumina	100	526	USD	73.270	72.080		-1.190	-2	37,934	-25
5/30/11		8/08/11	70				- cash -
short	8/08/11	12/19/11	133				Sonova	33	198	CHF	63.550	90.900	36.200	-27.350	-43	32,519	-79
							Illumina	33	249	USD	51.000	26.170	99.389	48.389	95	44,568	524
							Fisher & Paykel HC	33	5,501	NZD	2.300	2.390	2.210	-0.090	-4	44,073	-10
long	10/03/11	10/10/11	7				Intuitive Surgical	100	1,137	USD	38.750	42.150		3.400	9	47,939	7,927
L/S	date buy	date sell	days				instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
12/19/11		1/16/12	28				- cash -
	1/16/12	1/30/12	14				Intuitive Surgical	100	927	USD	51.710	50.720		-0.990	-2	47,021	-40
1/30/12		2/06/12	7				- cash -
	2/06/12	2/27/12	21				Intuitive Surgical	100	861	USD	54.600	57.140		2.540	5	49,208	120
2/27/12		7/16/12	140				- cash -
	7/16/12	7/23/12	7				Coloplast	100	213	DKK	230.200	229.800		-0.400	0	49,123	-9
7/23/12		7/30/12	7				- cash -
	7/30/12	8/13/12	14				Coloplast	100	213	DKK	229.800	234.400		4.600	2	50,102	68
8/13/12		9/10/12	28				- cash -
	9/10/12	10/22/12	42				Coloplast	100	214	DKK	234.000	255.600		21.600	9	54,725	115
10/22/12		12/24/12	63				- cash -
	12/24/12	1/21/13	28				Coloplast	100	197	DKK	277.000	288.700		11.700	4	57,030	71
1/21/13		2/25/13	35				- cash -
	2/25/13	4/15/13	49				Ramsay Health Care	100	1,864	AUD	30.580	31.770		1.190	4	59,248	33
4/15/13		5/06/13	21				- cash -
	5/06/13	5/27/13	21				Illumina	100	894	USD	66.230	71.620		5.390	8	64,067	290
5/27/13		6/03/13	7				- cash -
	6/03/13	6/24/13	21				Illumina	100	903	USD	70.880	72.160		1.280	2	65,222	36
6/24/13		7/01/13	7				- cash -
	7/01/13	7/08/13	7				Illumina	100	855	USD	76.270	74.330		-1.940	-3	63,564	-74
7/08/13		8/19/13	42				- cash -
	8/19/13	8/26/13	7				Illumina	100	818	USD	77.690	79.730		2.040	3	65,232	286
8/26/13		11/18/13	84				- cash -
	11/18/13	1/27/14	70				Illumina	100	708	USD	92.100	140.250		48.150	52	99,323	796
1/27/14		2/03/14	7				- cash -
	2/03/14	3/03/14	28				Illumina	100	657	USD	151.010	172.980		21.970	15	113,757	487
3/03/14		7/07/14	126				- cash -
	7/07/14	7/21/14	14				Illumina	100	638	USD	178.040	175.890		-2.150	-1	112,385	-27
7/21/14		9/01/14	42				- cash -
	9/01/14	10/13/14	42				Illumina	100	625	USD	179.730	150.020		-29.710	-17	93,816	-79
10/13/14		11/03/14	21				- cash -
	11/03/14	11/17/14	14				Illumina	100	482	USD	194.330	182.910		-11.420	-6	88,312	-79
11/17/14		12/08/14	21				- cash -
	12/08/14	1/19/15	42				Stratec	100	1,839	EUR	48.000	46.550		-1.450	-3	85,645	-23
1/19/15		1/26/15	7				- cash -
	1/26/15	2/02/15	7				Fresenius	100	1,703	EUR	50.280	50.430		0.150	0	85,901	17
2/02/15		2/09/15	7				- cash -
	2/09/15	3/09/15	28				Terumo	100	11,199	JPY	7.670	8.193		0.523	7	91,752	136
3/09/15		3/30/15	21				- cash -
	3/30/15	4/27/15	28				Drägerwerk	100	789	EUR	116.150	121.200		5.050	4	95,737	74
4/27/15		8/03/15	98				- cash -
	8/03/15	8/17/15	14				Fresenius	100	1,466	EUR	65.280	65.540		0.260	0	96,118	11
8/17/15		8/24/15	7				- cash -
short	8/24/15	10/26/15	63				Stratec	33	767	EUR	41.760	50.200	33.320	-8.440	-20	89,644	-73
							Sonova	33	261	CHF	122.600	134.900	110.300	-12.300	-10	86,434	-46
							Coloplast	33	74	DKK	431.700	488.300	375.100	-56.600	-13	82,246	-56
long	10/19/15		7				Gerresheimer	100	1,205	EUR	68.220	70.970		2.750	4	85,560	685
L/S	date buy	date sell	days				instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
10/26/15		11/02/15	7				- cash -
	11/02/15	12/21/15	49				Gerresheimer	100	1,192	EUR	71.740	70.640		-1.100	-2	84,248	-11
12/21/15		3/14/16	84				- cash -
	3/14/16	3/21/16	7				Terumo	100	8,399	JPY	10.030	9.785		-0.245	-2	82,191	-72
3/21/16		3/28/16	7				- cash -
short	3/28/16	4/25/16	28				Drägerwerk	33	471	EUR	58.130	57.270	59.003	0.873	2	82,602	21
							Express Scripts	33	405	USD	67.670	73.720	61.620	-6.050	-9	80,151	-71
							Illumina	33	180	USD	152.130	143.070	161.764	9.634	6	81,886	123
long	4/04/16		21				Fisher & Paykel HC	100	8,304	NZD	9.860	9.490		-0.370	-4	78,813	-49
4/25/16		5/16/16	21				- cash -
	5/16/16	6/13/16	28				Carl Zeiss Meditec	100	2,431	EUR	32.420	33.220		0.800	2	80,758	37
6/13/16		7/04/16	21				- cash -
	7/04/16	8/29/16	56				Carl Zeiss Meditec	100	2,234	EUR	36.140	33.000		-3.140	-9	73,743	-45
8/29/16		10/17/16	49				- cash -
short	10/17/16	3/13/17	147				Express Scripts	33	355	USD	69.220	67.470	71.015	1.795	3	74,380	7
							Illumina	33	174	USD	141.230	166.910	115.550	-25.680	-18	69,912	-39
							Getinge	33	156	SEK	156.700	156.100	157.302	0.602	0	70,006	1
long	1/16/17	2/06/17	21				Medigene	100	4,892	EUR	14.310	13.750		-0.560	-4	67,267	-50
	2/13/17	2/20/17	7				Medigene	100	4,975	EUR	13.520	12.800		-0.720	-5	63,685	-94
	2/27/17	3/06/17	7				Medigene	100	5,274	EUR	12.075	12.075		0.000	0	63,685	0
3/13/17		3/20/17	7				- cash -
	3/20/17	7/03/17	105				Medigene	100	5,278	EUR	12.065	11.305		-0.760	-6	59,673	-20
7/03/17		10/16/17	105				- cash -
short	10/16/17	1/29/18	105				Express Scripts	33	350	USD	56.810	81.920	31.700	-25.110	-44	50,885	-87
							Hologic	33	554	USD	35.900	43.750	28.050	-7.850	-22	46,536	-58
							Mediclinic	33	2,948	GBP	6.750	6.100	7.469	0.719	11	48,656	42
long	1/08/18	2/05/18	28				Intuitive Surgical	100	372	USD	130.620	133.000		2.380	2	49,542	27
2/05/18		5/14/18	98				- cash -
	5/14/18	6/18/18	35				Sartorius	100	382	EUR	129.600	123.800		-5.800	-4	47,326	-38
6/18/18		7/09/18	21				- cash -
	7/09/18	8/13/18	35				Ambu	100	218	DKK	216.600	261.800		45.200	21	57,180	622
8/13/18		8/20/18	7				- cash -
	8/20/18	9/10/18	21				Ambu	100	214	DKK	266.800	215.200		-51.600	-19	46,137	-98
9/10/18		10/29/18	49				- cash -
short	10/29/18	3/11/19	133				Drägerwerk	33	328	EUR	46.760	49.960	43.560	-3.200	-7	45,088	-18
							Dentsply Sirona	33	449	USD	34.320	48.690	19.950	-14.370	-42	38,636	-77
							Align Technology	33	70	USD	217.940	256.310	179.570	-38.370	-18	35,950	-41
L/S	date buy	date sell	days				instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	2/18/19	3/25/19	35				Carl Zeiss Meditec	100	465	EUR	77.250	77.650		0.400	1	36,136	6
3/25/19		4/15/19	21				- cash -
	4/15/19	4/22/19	7				Getinge	100	311	SEK	116.100	116.500		0.400	0	36,260	20
4/22/19		4/29/19	7				- cash -
	4/29/19	5/13/19	14				Getinge	100	277	SEK	130.700	132.250		1.550	1	36,689	36
5/13/19		7/29/19	77				- cash -
	7/29/19	8/05/19	7				Sartorius	100	192	EUR	190.400	172.500		-17.900	-9	33,253	-99
8/05/19		11/18/19	105				- cash -
	11/18/19	12/02/19	14				Eckert & Ziegler	100	735	EUR	45.200	48.700		3.500	8	35,825	599
12/02/19		12/09/19	7				- cash -
	12/09/19	12/30/19	21				Eckert & Ziegler	100	768	EUR	46.600	47.650		1.050	2	36,632	47
12/30/19		3/09/20	70				- cash -
short	3/09/20	8/12/24	1617				Fresenius	33	318	EUR	38.295	30.890	47.475	9.180	24	39,551	5
							Medigene	33	3,060	EUR	4.000	1.100	14.546	10.546	264	71,820	34
		6/29/20	112				NMC Health	33	1,301	GBP	9.384	9.384	9.384	0.000	0	71,820	0
long	5/11/20	6/15/20	35				Ambu	100	342	DKK	209.800	216.600		6.800	3	74,146	39
	6/22/20	7/13/20	21				Ambu	100	326	DKK	227.000	233.700		6.700	3	76,330	66
	8/10/20	8/17/20	7				Sartorius	100	229	EUR	332.200	350.800		18.600	6	80,589	1,613
	11/16/20	11/23/20	7				Align Technology	100	176	USD	457.170	476.580		19.410	4	84,005	774
	2/08/21	2/22/21	14				Align Technology	100	139	USD	602.440	579.540		-22.900	-4	80,822	-64
	4/19/21	6/07/21	49				Eckert & Ziegler	100	1,071	EUR	75.450	91.500		16.050	21	98,012	321
	7/05/21	7/19/21	14				Eckert & Ziegler	100	1,008	EUR	97.200	102.500		5.300	5	103,354	299
	7/26/21	8/09/21	14				Eckert & Ziegler	100	949	EUR	108.900	121.000		12.100	11	114,837	1,459
short	12/20/21	2/06/23	413				Drägerwerk	33	727	EUR	52.600	42.050	65.797	13.197	25	124,431	22
							Medigene	33	13,733	EUR	2.790	2.140	3.637	0.847	30	136,069	26
							Ambu	33	237	DKK	161.350	102.200	254.734	93.384	58	158,201	50
long	8/15/22	8/22/22	7				LTC Properties	100	3,549	USD	44.570	44.760		0.190	0	158,875	25
	11/21/22	12/19/22	28				EssilorLuxottica	100	908	EUR	174.850	171.750		-3.100	-2	156,060	-21
	2/13/23	2/27/23	14				Eckert & Ziegler	100	2,774	EUR	56.250	54.200		-2.050	-4	150,374	-62
	5/22/23	5/29/23	7				Gerresheimer	100	1,441	EUR	104.300	103.500		-0.800	-1	149,221	-33
short	8/21/23	2/12/24	175				Stratec	33	1,002	EUR	49.600	43.150	57.014	7.414	15	156,650	34
L/S	date buy	date sell	days				instrument	spl	pieces	Curr	prc buy	prc sell	ps short	prc diff	d %	asset	yield
							Orpea	33	28	EUR	1,750.000	13.200	232,007.576	230,257.576	13,158	6,603,862	> 999,999
							Pacific Edge	33	455,147	NZD	0.111	0.097	0.127	0.016	14	6,611,144	32
long	12/11/23	1/22/24	42				Cochlear	100	23,035	AUD	287.000	298.960		11.960	4	6,886,643	43
	2/12/24	2/19/24	7				Intuitive Surgical	100	18,021	USD	382.130	378.630		-3.500	-1	6,823,569	-38
accum	2/27/06	2/19/24	4446	days out of 7092 invested (63%)										68,136		6,823,569	71

instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	di %	total
Orpea	short	8/21/23	2/12/24	175	1,750.00	13.20	232,007.58	230,257.58	13,157.58	33	4,385.85	4,385.85
Illumina	long	2/27/06	3/27/06	28	12.60	13.46		0.86	6.83	100	6.83
	long	4/03/06	4/17/06	14	11.69	12.53		0.84	7.19		7.19
	long	9/11/06	9/18/06	7	16.38	17.84		1.46	8.91		8.91
	long	10/02/06	11/27/06	56	16.48	18.93		2.45	14.87		14.87
	long	12/11/06	12/18/06	7	20.61	19.98		-0.63	-3.08		-3.08
	long	5/12/08	5/19/08	7	39.81	39.52		-0.29	-0.73		-0.73
	long	8/25/08	9/22/08	28	44.99	41.51		-3.48	-7.72		-7.72
	long	5/04/09	6/29/09	56	38.04	38.73		0.69	1.81		1.81
	long	12/20/10	2/14/11	56	64.57	73.76		9.19	14.23		14.23
	long	5/09/11	5/30/11	21	73.27	72.08		-1.19	-1.62		-1.62
	short	8/08/11	12/19/11	133	51.00	26.17	99.39	48.39	94.88	33	31.63
	long	5/06/13	5/27/13	21	66.23	71.62		5.39	8.14	100	8.14
	long	6/03/13	6/24/13	21	70.88	72.16		1.28	1.81		1.81
	long	7/01/13	7/08/13	7	76.27	74.33		-1.94	-2.54		-2.54
	long	8/19/13	8/26/13	7	77.69	79.73		2.04	2.63		2.63
	long	11/18/13	1/27/14	70	92.10	140.25		48.15	52.28		52.28
	long	2/03/14	3/03/14	28	151.01	172.98		21.97	14.55		14.55
	long	7/07/14	7/21/14	14	178.04	175.89		-2.15	-1.21		-1.21
	long	9/01/14	10/13/14	42	179.73	150.02		-29.71	-16.53		-16.53
	long	11/03/14	11/17/14	14	194.33	182.91		-11.42	-5.88		-5.88
	short	3/28/16	4/25/16	28	152.13	143.07	161.76	9.63	6.33	33	2.11
	short	10/17/16	3/13/17	147	141.23	166.91	115.55	-25.68	-18.18		-6.06	173.89
Intuitive Surgical	long	10/01/07	10/22/07	21	25.71	31.76		6.05	23.53	100	23.53
	long	8/10/09	11/02/09	84	25.57	27.38		1.81	7.08		7.08
	long	11/16/09	2/15/10	91	31.12	37.14		6.02	19.34		19.34
	long	10/03/11	10/10/11	7	38.75	42.15		3.40	8.77		8.77
	long	1/16/12	1/30/12	14	51.71	50.72		-0.99	-1.91		-1.91
	long	2/06/12	2/27/12	21	54.60	57.14		2.54	4.65		4.65
	long	1/08/18	2/05/18	28	130.62	133.00		2.38	1.82		1.82
	long	2/12/24	2/19/24	7	382.13	378.63		-3.50	-0.92		-0.92	77.83
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	di %	total
Medigene	long	1/16/17	2/06/17	21	14.31	13.75		-0.56	-3.91		-3.91
	long	2/13/17	2/20/17	7	13.52	12.80		-0.72	-5.33		-5.33
	long	2/27/17	3/06/17	7	12.08	12.08		0.00	0.00		0.00
	long	3/20/17	7/03/17	105	12.07	11.31		-0.76	-6.30		-6.30
	short	3/09/20	8/12/24	1617	4.00	1.10	14.55	10.55	263.64	33	87.88
	short	12/20/21	2/06/23	413	2.79	2.14	3.64	0.85	30.37		10.12	76.36
Drägerwerk	short	1/28/08	5/04/09	462	40.00	19.50	82.05	42.05	105.13		35.04
	long	3/01/10	3/08/10	7	47.50	51.90		4.40	9.26	100	9.26
	long	4/05/10	5/10/10	35	50.86	51.00		0.14	0.28		0.28
	long	3/30/15	4/27/15	28	116.15	121.20		5.05	4.35		4.35
	short	3/28/16	4/25/16	28	58.13	57.27	59.00	0.87	1.50	33	0.50
	short	10/29/18	3/11/19	133	46.76	49.96	43.56	-3.20	-6.84		-2.28
	short	12/20/21	2/06/23	413	52.60	42.05	65.80	13.20	25.09		8.36	64.30
Eckert & Ziegler	long	11/18/19	12/02/19	14	45.20	48.70		3.50	7.74	100	7.74
	long	12/09/19	12/30/19	21	46.60	47.65		1.05	2.25		2.25
	long	4/19/21	6/07/21	49	75.45	91.50		16.05	21.27		21.27
	long	7/05/21	7/19/21	14	97.20	102.50		5.30	5.45		5.45
	long	7/26/21	8/09/21	14	108.90	121.00		12.10	11.11		11.11
	long	2/13/23	2/27/23	14	56.25	54.20		-2.05	-3.64		-3.64	50.84
Ambu	long	7/09/18	8/13/18	35	216.60	261.80		45.20	20.87		20.87
	long	8/20/18	9/10/18	21	266.80	215.20		-51.60	-19.34		-19.34
	long	5/11/20	6/15/20	35	209.80	216.60		6.80	3.24		3.24
	long	6/22/20	7/13/20	21	227.00	233.70		6.70	2.95		2.95
	short	12/20/21	2/06/23	413	161.35	102.20	254.73	93.38	57.88	33	19.29	23.61
Coloplast	long	7/16/12	7/23/12	7	230.20	229.80		-0.40	-0.17	100	-0.17
	long	7/30/12	8/13/12	14	229.80	234.40		4.60	2.00		2.00
	long	9/10/12	10/22/12	42	234.00	255.60		21.60	9.23		9.23
	long	12/24/12	1/21/13	28	277.00	288.70		11.70	4.22		4.22
	short	8/24/15	10/26/15	63	431.70	488.30	375.10	-56.60	-13.11	33	-4.37	10.86
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	di %	total
Fresenius	long	1/26/15	2/02/15	7	50.28	50.43		0.15	0.30	100	0.30
	long	8/03/15	8/17/15	14	65.28	65.54		0.26	0.40		0.40
	short	3/09/20	8/12/24	1617	38.30	30.89	47.48	9.18	23.97	33	7.99	8.74
Pacific Edge	short	8/21/23	2/12/24	175	0.11	0.10	0.13	0.02	14.41		4.80	4.80
Stratec	long	1/22/07	1/29/07	7	24.19	26.24		2.05	8.47	100	8.47
	long	2/05/07	2/19/07	14	26.40	26.85		0.45	1.70		1.70
	long	4/30/07	5/21/07	21	26.80	25.31		-1.49	-5.56		-5.56
	short	1/28/08	5/04/09	462	17.60	15.15	20.45	2.85	16.17	33	5.39
	long	12/08/14	1/19/15	42	48.00	46.55		-1.45	-3.02	100	-3.02
	short	8/24/15	10/26/15	63	41.76	50.20	33.32	-8.44	-20.21	33	-6.74
	short	8/21/23	2/12/24	175	49.60	43.15	57.01	7.41	14.95		4.98	4.26
Terumo	long	2/09/15	3/09/15	28	7.67	8.19		0.52	6.81	100	6.81
	long	3/14/16	3/21/16	7	10.03	9.79		-0.24	-2.44		-2.44	4.20
Cochlear	long	12/11/23	1/22/24	42	287.00	298.96		11.96	4.17		4.17	4.17
Ramsay Health Care	long	2/25/13	4/15/13	49	30.58	31.77		1.19	3.89		3.89	3.89
Mediclinic	short	10/16/17	1/29/18	105	6.75	6.10	7.47	0.72	10.66	33	3.55	3.55
Getinge	short	10/17/16	3/13/17	147	156.70	156.10	157.30	0.60	0.38		0.13
	long	4/15/19	4/22/19	7	116.10	116.50		0.40	0.34	100	0.34
	long	4/29/19	5/13/19	14	130.70	132.25		1.55	1.19		1.19	1.66
Gerresheimer	long	10/19/15	10/26/15	7	68.22	70.97		2.75	4.03		4.03
	long	11/02/15	12/21/15	49	71.74	70.64		-1.10	-1.53		-1.53
	long	5/22/23	5/29/23	7	104.30	103.50		-0.80	-0.77		-0.77	1.65
LTC Properties	long	8/15/22	8/22/22	7	44.57	44.76		0.19	0.43		0.43	0.43
NMC Health	short	3/09/20	6/29/20	112	9.38	9.38	9.38	0.00	0.00	33	0.00	0.00
EssilorLuxottica	long	11/21/22	12/19/22	28	174.85	171.75		-3.10	-1.77	100	-1.77	-1.77
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	di %	total
Carl Zeiss Meditec	short	1/28/08	5/04/09	462	10.50	9.29	11.87	1.37	13.02	33	4.34
	long	5/16/16	6/13/16	28	32.42	33.22		0.80	2.47	100	2.47
	long	7/04/16	8/29/16	56	36.14	33.00		-3.14	-8.69		-8.69
	long	2/18/19	3/25/19	35	77.25	77.65		0.40	0.52		0.52	-1.87
Fisher & Paykel HC	short	8/08/11	12/19/11	133	2.30	2.39	2.21	-0.09	-3.91	33	-1.30
	long	4/04/16	4/25/16	21	9.86	9.49		-0.37	-3.75	100	-3.75	-5.01
Align Technology	short	10/29/18	3/11/19	133	217.94	256.31	179.57	-38.37	-17.61	33	-5.87
	long	11/16/20	11/23/20	7	457.17	476.58		19.41	4.25	100	4.25
	long	2/08/21	2/22/21	14	602.44	579.54		-22.90	-3.80		-3.80	-5.60
Hologic	short	10/16/17	1/29/18	105	35.90	43.75	28.05	-7.85	-21.87	33	-7.29	-7.29
Sartorius	long	5/14/18	6/18/18	35	129.60	123.80		-5.80	-4.48	100	-4.48
	long	7/29/19	8/05/19	7	190.40	172.50		-17.90	-9.40		-9.40
	long	8/10/20	8/17/20	7	332.20	350.80		18.60	5.60		5.60	-8.61
Dentsply Sirona	short	10/29/18	3/11/19	133	34.32	48.69	19.95	-14.37	-41.87	33	-13.96	-13.96
Express Scripts	short	3/28/16	4/25/16	28	67.67	73.72	61.62	-6.05	-8.94		-2.98
	short	10/17/16	3/13/17	147	69.22	67.47	71.02	1.80	2.59		0.86
	short	10/16/17	1/29/18	105	56.81	81.92	31.70	-25.11	-44.20		-14.73	-16.56
Sonova	short	8/08/11	12/19/11	133	63.55	90.90	36.20	-27.35	-43.04		-14.35
	short	8/24/15	10/26/15	63	122.60	134.90	110.30	-12.30	-10.03		-3.34	-17.21

Annotations

3/28/24	Sysmex			stock split 1:3 (three for one)
	Terumo			stock split 1:2 (two for one)
3/25/24	Orpea			reverse split 1,000:1 (one for one thousand)
4/20/22	Straumann			stock split 1:10 (ten for one)
10/05/21	Intuitive Surgical			stock split 1:3 (three for one)
1/02/18	HealthSouth			renames herself Encompass Health Corporation and gets new IDs and ticker
12/16/16	Medigene			return
6/13/16	Sartorius			stock split 1:4 (four for one)
1/25/16	HealthSouth			recording started

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