Assessment - Medicine in Japanese yen - 7/01/24 - RS = mixed

 ⇐ 

								⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/01/24	prc diff	⇓ Δ26		∅-RS
						S		SOM Medicine	112,049.139	8/12/24	-0.99	109,336.303	2.48	100,218.946	9,117.358	9.10		4.59
						L		Ambu	3,200.103	8/12/24	-0.40	3,173.377	0.84	2,211.109	962.269	43.52		49.01
								Intuitive Surgical	75,217.757	8/12/24	0.46	70,485.241	6.71	47,723.779	22,761.462	47.69		40.63
						L		Fisher & Paykel HC	3,215.636	8/12/24	0.89	2,937.124	9.48	2,114.844	822.281	38.88		35.40
						L		Eckert & Ziegler	7,351.725	8/12/24	1.34	7,975.634	-7.82	6,468.530	1,507.104	23.30		32.40
								Encompass Health	14,034.357	8/12/24	1.33	13,791.996	1.76	9,438.376	4,353.620	46.13		30.10
						L		ResMed	3,549.200	8/12/24	1.13	3,073.180	15.49	2,453.941	619.239	25.23		16.68
								Cochlear	36,466.610	8/12/24	0.26	34,660.311	5.21	28,809.696	5,850.616	20.31		26.84
						L		Amplifon	4,878.620	8/12/24	1.33	5,757.292	-15.26	4,908.565	848.727	17.29		17.73
								EssilorLuxottica	35,926.748	8/12/24	-0.58	34,973.554	2.73	28,442.737	6,530.818	22.96		18.25
								Apollo Hospitals	12,595.371	8/12/24	-1.30	11,894.358	5.89	9,781.177	2,113.182	21.60		19.26
						L		Sonova	49,726.029	8/12/24	-1.52	50,119.402	-0.78	46,339.765	3,779.637	8.16		19.72
								Terumo	2,611.000	8/09/24	5.05	2,548.000	2.47	2,311.000	237.000	10.26		8.55
						L		Fresenius	5,353.484	8/12/24		4,904.616	9.15	4,396.408	508.209	11.56		12.18
								Synlab	1,916.786	8/12/24	1.10	1,941.050	-1.25	1,788.635	152.415	8.52		17.18
								DiaSorin	17,348.131	8/12/24	0.48	16,166.170	7.31	14,603.529	1,562.642	10.70		10.48
								Coloplast	20,553.167	8/12/24	0.25	19,344.704	6.25	16,226.007	3,118.697	19.22		10.25
								ConvaTec	47,306.486	8/12/24	-0.17	48,286.931	-2.03	43,999.374	4,287.557	9.74		10.31
						L		Stratec	7,192.282	8/12/24	4.27	7,946.172	-9.49	7,134.178	811.994	11.38		10.44
								Drägerwerk	7,928.841	8/12/24	0.44	8,656.735	-8.41	8,113.071	543.663	6.70		11.90
						L		LTC Properties	5,800.523	8/12/24	-0.22	5,564.624	4.24	4,543.775	1,020.850	22.47		14.81
								Siemens Healthineers	8,713.926	8/12/24	0.08	9,330.903	-6.61	8,238.370	1,092.533	13.26		13.84
								GE HealthCare	13,308.888	8/12/24	-1.24	12,321.668	8.01	10,937.878	1,383.790	12.65		8.85
								DexCom	11,515.411	8/12/24	2.16	18,123.807	-36.46	17,554.078	569.729	3.25		6.36
								Gerresheimer	16,862.868	8/12/24	-1.47	17,521.439	-3.76	14,777.380	2,744.059	18.57		9.06
								⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/01/24	prc diff	⇓ Δ26		∅-RS
						S		Medtronic	13,118.230	8/12/24	-1.04	12,460.622	5.28	11,653.678	806.944	6.92		2.51
								Fresenius MedCare	5,741.694	8/12/24	-1.31	6,218.291	-7.66	5,945.409	272.882	4.59		0.29
						S		Sysmex	2,624.000	8/09/24	1.04	2,526.500	3.86	2,619.330	-92.830	-3.54		-5.26
								Smith and Nephew	236,123.909	8/12/24	-0.86	199,275.506	18.49	194,321.559	4,953.948	2.55		1.59
								Uniphar	454.934	8/12/24	-0.38	419.405	8.47	422.882	-3.477	-0.82		1.61
						S		Ramsay Health Care	4,820.379	8/12/24	0.99	5,018.094	-3.94	5,074.758	-56.664	-1.12		-0.72
						S		Sino Biopharm	61.034	8/12/24	2.08	55.241	10.49	62.834	-7.593	-12.08		-5.73
						S		Getinge	3,009.342	8/12/24	-0.10	2,757.107	9.15	3,161.428	-404.321	-12.79		-2.97
						S		Align Technology	34,507.457	8/12/24	-0.63	38,558.128	-10.51	38,760.717	-202.589	-0.52		-8.13
								Sonic Healthcare	2,949.608	8/12/24	0.22	2,757.266	6.98	3,094.435	-337.170	-10.90		-5.80
						S		Straumann	20,088.886	8/12/24	0.76	20,151.469	-0.31	22,899.680	-2,748.211	-12.00		-6.53
						S		Illumina	20,122.483	8/12/24	0.79	17,046.105	18.05	19,697.234	-2,651.129	-13.46		-13.63
						S		Oceania Healthcare	75.512	8/12/24		52.957	42.59	68.105	-15.149	-22.24		-13.07
						S		Sartorius	41,784.559	8/12/24	-2.90	36,689.304	13.89	52,186.784	-15,497.480	-29.70		-25.52
						S		Medigene	190.639	8/12/24	0.46	193.238	-1.35	238.850	-45.612	-19.10		-26.16
						S		Carl Zeiss Meditec	10,459.138	8/12/24	-5.33	11,481.655	-8.91	15,480.617	-3,998.962	-25.83		-23.76
								WuXi AppTec	918.079	8/12/24	-0.29	857.732	7.04	1,450.689	-592.957	-40.87		-32.62
						L		Orpea	1,723.721	8/12/24	-42.87	2,133.768	-19.22	2,646.929	-513.161	-19.39		-43.36
Medicine - 42 out of 42 instruments rated - 7/01/24 / 1/01/24 - 27 did rise, Market-Ratio(26) in JPY = 64.29 %

 

 

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

																⇐
L/S	date buy	date sell	days				instrument	spl	pieces		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	6		1,472.811	1,580.957		108.146	7	10,649	152
3/27/06		4/03/06	7				- cash -
	4/03/06	4/17/06	14				Illumina	100	7		1,376.792	1,486.593		109.800	8	11,417	639
4/17/06		9/11/06	147				- cash -
	9/11/06	9/18/06	7				Illumina	100	5		1,915.351	2,096.080		180.729	9	12,321	10,913
9/18/06		10/02/06	14				- cash -
	10/02/06	11/27/06	56				Illumina	100	6		1,946.561	2,193.225		246.664	13	13,801	118
11/27/06		12/11/06	14				- cash -
	12/11/06	12/18/06	7				Illumina	100	5		2,397.397	2,360.502		-36.896	-2	13,617	-55
12/18/06		1/22/07	35				- cash -
	1/22/07	1/29/07	7				Stratec	100	3		3,800.007	4,119.155		319.148	8	14,574	6,603
1/29/07		2/05/07	7				- cash -
	2/05/07	2/19/07	14				Stratec	100	3		4,145.064	4,212.497		67.433	2	14,776	52
2/19/07		4/30/07	70				- cash -
	4/30/07	5/21/07	21				Stratec	100	3		4,376.172	4,141.222		-234.950	-5	14,072	-62
5/21/07		10/01/07	133				- cash -
	10/01/07	10/22/07	21				Intuitive Surgical	100	4		2,951.595	3,636.090		684.495	23	16,810	3,653
10/22/07		1/28/08	98				- cash -
short	1/28/08	5/04/09	462				Carl Zeiss Meditec	33	3		1,645.245	1,222.471	2,214.229	568.984	35	18,516	26
							Drägerwerk	33	1		6,267.600	2,566.005	15,308.937	9,041.337	144	27,558	102
							Stratec	33	2		2,757.744	1,993.589	3,814.805	1,057.061	38	29,672	29
long	5/12/08	5/19/08	7				Illumina	100	7		4,094.397	4,117.163		22.766	1	29,831	34
	8/25/08	9/22/08	28				Illumina	100	6		4,951.300	4,460.288		-491.012	-10	26,885	-74
	5/04/09	6/29/09	56				Illumina	100	7		3,772.180	3,686.761		-85.419	-2	26,287	-14
6/29/09		8/10/09	42				- cash -
	8/10/09	11/02/09	84				Intuitive Surgical	100	10		2,494.986	2,465.428		-29.558	-1	25,992	-5
11/02/09		11/16/09	14				- cash -
	11/16/09	2/15/10	91				Intuitive Surgical	100	9		2,788.816	3,340.447		551.631	20	30,956	106
2/15/10		3/01/10	14				- cash -
	3/01/10	3/08/10	7				Drägerwerk	100	5		5,758.425	6,382.143		623.718	11	34,075	21,223
3/08/10		4/05/10	28				- cash -
	4/05/10	5/10/10	35				Drägerwerk	100	5		6,494.822	5,968.020		-526.802	-8	31,441	-59
5/10/10		12/20/10	224				- cash -
	12/20/10	2/14/11	56				Illumina	100	5		5,422.372	6,154.289		731.917	13	35,101	128
2/14/11		5/09/11	84				- cash -
	5/09/11	5/30/11	21				Illumina	100	5		5,907.649	5,824.092		-83.557	-1	34,683	-22
5/30/11		8/08/11	70				- cash -
short	8/08/11	12/19/11	133				Sonova	33	1		6,505.288	7,551.303	5,459.272	-1,046.016	-16	33,637	-38
							Illumina	33	4		3,996.373	2,035.489	7,846.269	3,849.896	96	49,036	537
							Fisher & Paykel HC	33	80		151.973	141.621	163.082	11.109	7	49,925	21
long	10/03/11	10/10/11	7				Intuitive Surgical	100	16		2,985.670	3,234.284		248.614	8	53,903	6,375
L/S	date buy	date sell	days				instrument	spl	pieces		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	13		3,979.010	3,889.851		-89.160	-2	52,744	-45
1/30/12		2/06/12	7				- cash -
	2/06/12	2/27/12	21				Intuitive Surgical	100	12		4,182.084	4,639.068		456.985	11	58,228	506
2/27/12		7/16/12	140				- cash -
	7/16/12	7/23/12	7				Coloplast	100	19		3,001.627	2,946.518		-55.108	-2	57,181	-62
7/23/12		7/30/12	7				- cash -
	7/30/12	8/13/12	14				Coloplast	100	19		2,985.948	3,029.718		43.769	1	58,012	46
8/13/12		9/10/12	28				- cash -
	9/10/12	10/22/12	42				Coloplast	100	18		3,148.285	3,539.567		391.282	12	65,055	177
10/22/12		12/24/12	63				- cash -
	12/24/12	1/21/13	28				Coloplast	100	15		4,124.094	4,641.203		517.109	13	72,812	366
1/21/13		2/25/13	35				- cash -
	2/25/13	4/15/13	49				Ramsay Health Care	100	24		2,947.948	3,285.200		337.251	11	80,906	124
4/15/13		5/06/13	21				- cash -
	5/06/13	5/27/13	21				Illumina	100	12		6,556.846	7,255.042		698.196	11	89,284	481
5/27/13		6/03/13	7				- cash -
	6/03/13	6/24/13	21				Illumina	100	12		7,120.719	7,064.224		-56.495	-1	88,606	-13
6/24/13		7/01/13	7				- cash -
	7/01/13	7/08/13	7				Illumina	100	11		7,561.341	7,521.061		-40.280	-1	88,163	-24
7/08/13		8/19/13	42				- cash -
	8/19/13	8/26/13	7				Illumina	100	11		7,580.528	7,850.990		270.462	4	91,138	522
8/26/13		11/18/13	84				- cash -
	11/18/13	1/27/14	70				Illumina	100	9		9,207.613	14,399.553		5,191.940	56	137,866	929
1/27/14		2/03/14	7				- cash -
	2/03/14	3/03/14	28				Illumina	100	9		15,261.198	17,545.439		2,284.241	15	158,424	516
3/03/14		7/07/14	126				- cash -
	7/07/14	7/21/14	14				Illumina	100	8		18,139.247	17,836.777		-302.470	-2	156,004	-35
7/21/14		9/01/14	42				- cash -
	9/01/14	10/13/14	42				Illumina	100	8		18,883.761	16,046.913		-2,836.849	-15	133,309	-76
10/13/14		11/03/14	21				- cash -
	11/03/14	11/17/14	14				Illumina	100	6		22,119.235	21,341.704		-777.531	-4	128,644	-61
11/17/14		12/08/14	21				- cash -
	12/08/14	1/19/15	42				Stratec	100	18		7,126.320	6,355.472		-770.849	-11	114,769	-63
1/19/15		1/26/15	7				- cash -
	1/26/15	2/02/15	7				Fresenius	100	17		6,692.469	6,726.353		33.884	1	115,345	30
2/02/15		2/09/15	7				- cash -
	2/09/15	3/09/15	28				Terumo	100	15,038		7.670	8.193		0.523	7	123,202	136
3/09/15		3/30/15	21				- cash -
	3/30/15	4/27/15	28				Drägerwerk	100	8		15,107.747	15,709.217		601.470	4	128,014	66
4/27/15		8/03/15	98				- cash -
	8/03/15	8/17/15	14				Fresenius	100	14		8,867.309	9,033.706		166.397	2	130,344	62
8/17/15		8/24/15	7				- cash -
short	8/24/15	10/26/15	63				Stratec	33	7		5,741.875	6,714.501	4,769.248	-972.626	-17	123,535	-66
							Sonova	33	2		15,596.901	16,607.040	14,586.762	-1,010.139	-6	121,515	-32
							Coloplast	33	7		7,951.753	8,754.918	7,148.588	-803.165	-10	115,893	-46
long	10/19/15		7				Gerresheimer	100	12		9,235.283	9,492.592		257.310	3	118,981	319
L/S	date buy	date sell	days				instrument	spl	pieces		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	12		9,541.779	9,344.612		-197.166	-2	116,615	-14
12/21/15		3/14/16	84				- cash -
	3/14/16	3/21/16	7				Terumo	100	11,626		10.030	9.785		-0.245	-2	113,766	-72
3/21/16		3/28/16	7				- cash -
short	3/28/16	4/25/16	28				Drägerwerk	33	5		7,381.929	7,178.222	7,591.417	209.488	3	114,814	44
							Express Scripts	33	5		7,676.117	8,198.815	7,153.419	-522.698	-7	112,200	-60
							Illumina	33	2		17,256.800	15,911.618	18,715.705	1,458.905	8	115,118	188
long	4/04/16		21				Fisher & Paykel HC	100	153		750.719	723.482		-27.237	-4	110,951	-47
4/25/16		5/16/16	21				- cash -
	5/16/16	6/13/16	28				Carl Zeiss Meditec	100	27		4,001.990	3,985.337		-16.653	0	110,501	-5
6/13/16		7/04/16	21				- cash -
	7/04/16	8/29/16	56				Carl Zeiss Meditec	100	26		4,132.970	3,764.838		-368.132	-9	100,930	-46
8/29/16		10/17/16	49				- cash -
short	10/17/16	3/13/17	147				Express Scripts	33	4		7,191.014	7,748.031	6,633.997	-557.017	-8	98,701	-18
							Illumina	33	2		14,671.871	19,167.390	10,176.352	-4,495.519	-31	89,710	-60
							Getinge	33	23		1,847.843	2,004.951	1,690.735	-157.108	-9	86,097	-20
long	1/16/17	2/06/17	21				Medigene	100	49		1,731.825	1,652.049		-79.776	-5	82,188	-56
	2/13/17	2/20/17	7				Medigene	100	50		1,629.038	1,537.805		-91.234	-6	77,626	-95
	2/27/17	3/06/17	7				Medigene	100	53		1,442.105	1,442.105		0.000	0	77,626	0
3/13/17		3/20/17	7				- cash -
	3/20/17	7/03/17	105				Medigene	100	53		1,457.380	1,457.870		0.491	0	77,652	0
7/03/17		10/16/17	105				- cash -
short	10/16/17	1/29/18	105				Express Scripts	33	4		6,371.909	8,934.868	3,808.950	-2,562.959	-40	67,400	-83
							Hologic	33	6		4,026.607	4,771.734	3,281.479	-745.128	-19	62,930	-51
							Mediclinic	33	27		1,003.219	935.850	1,075.438	72.219	7	64,880	27
long	1/08/18	2/05/18	28				Intuitive Surgical	100	4		14,770.074	14,639.900		-130.174	-1	64,359	-11
2/05/18		5/14/18	98				- cash -
	5/14/18	6/18/18	35				Sartorius	100	3		16,966.584	15,892.082		-1,074.502	-6	61,135	-49
6/18/18		7/09/18	21				- cash -
	7/09/18	8/13/18	35				Ambu	100	16		3,783.199	4,434.862		651.663	17	71,562	425
8/13/18		8/20/18	7				- cash -
	8/20/18	9/10/18	21				Ambu	100	15		4,518.801	3,717.715		-801.086	-18	59,546	-97
9/10/18		10/29/18	49				- cash -
short	10/29/18	3/11/19	133				Drägerwerk	33	3		5,989.582	6,322.638	5,656.526	-333.056	-6	58,546	-15
							Dentsply Sirona	33	5		3,859.358	5,436.040	2,282.676	-1,576.682	-41	50,663	-76
							Align Technology	33	0		24,507.821	28,615.965	20,399.676	-4,108.145	-17	50,663	0
L/S	date buy	date sell	days				instrument	spl	pieces		prc buy	prc sell	ps short	prc diff	d %	asset	yield
long	2/18/19	3/25/19	35				Carl Zeiss Meditec	100	5		9,665.057	9,659.349		-5.707	0	50,635	-1
3/25/19		4/15/19	21				- cash -
	4/15/19	4/22/19	7				Getinge	100	36		1,403.409	1,402.654		-0.755	0	50,607	-3
4/22/19		4/29/19	7				- cash -
	4/29/19	5/13/19	14				Getinge	100	32		1,537.064	1,500.300		-36.763	-2	49,431	-47
5/13/19		7/29/19	77				- cash -
	7/29/19	8/05/19	7				Sartorius	100	2		23,078.955	20,509.905		-2,569.050	-11	44,293	-100
8/05/19		11/18/19	105				- cash -
	11/18/19	12/02/19	14				Eckert & Ziegler	100	8		5,439.458	5,881.061		441.602	8	47,826	665
12/02/19		12/09/19	7				- cash -
	12/09/19	12/30/19	21				Eckert & Ziegler	100	8		5,598.757	5,811.442		212.685	4	49,527	91
12/30/19		3/09/20	70				- cash -
short	3/09/20	8/12/24	1617				Fresenius	33	3		4,483.617	5,353.484	3,613.750	-869.867	-19	46,918	-5
							Medigene	33	41		468.324	190.639	1,150.487	682.163	146	74,886	22
		6/29/20	112				NMC Health	33	13		1,257.541	1,242.140	1,273.133	15.592	1	75,089	4
long	5/11/20	6/15/20	35				Ambu	100	22		3,273.350	3,515.821		242.471	7	80,423	111
	6/22/20	7/13/20	21				Ambu	100	21		3,664.459	3,825.072		160.613	4	83,796	111
	8/10/20	8/17/20	7				Sartorius	100	2		41,328.670	44,115.906		2,787.237	7	89,371	2,906
	11/16/20	11/23/20	7				Align Technology	100	1		47,766.892	49,568.144		1,801.253	4	91,172	589
	2/08/21	2/22/21	14				Align Technology	100	1		63,350.908	60,862.082		-2,488.827	-4	88,683	-65
	4/19/21	6/07/21	49				Eckert & Ziegler	100	9		9,815.517	12,192.924		2,377.407	24	110,080	403
	7/05/21	7/19/21	14				Eckert & Ziegler	100	8		12,790.354	13,229.675		439.321	3	113,594	141
	7/26/21	8/09/21	14				Eckert & Ziegler	100	8		14,191.957	15,666.959		1,475.002	10	125,394	1,217
short	12/20/21	2/06/23	413				Drägerwerk	33	6		6,736.482	5,980.351	7,588.215	851.733	13	130,505	11
							Medigene	33	120		357.315	304.351	419.497	62.182	17	137,966	15
							Ambu	33	15		2,779.094	1,953.041	3,954.533	1,175.439	42	155,598	37
long	8/15/22	8/22/22	7				LTC Properties	100	26		5,931.369	6,151.057		219.689	4	161,310	566
	11/21/22	12/19/22	28				EssilorLuxottica	100	6		25,424.589	24,956.993		-467.596	-2	158,504	-21
	2/13/23	2/27/23	14				Eckert & Ziegler	100	19		7,994.419	7,824.800		-169.619	-2	155,282	-43
	5/22/23	5/29/23	7				Gerresheimer	100	9		15,617.882	15,562.157		-55.726	0	154,780	-17
short	8/21/23	2/12/24	175				Stratec	33	6		7,904.802	6,945.079	8,997.146	1,092.345	14	161,334	31
L/S	date buy	date sell	days				instrument	spl	pieces		prc buy	prc sell	ps short	prc diff	d %	asset	yield
							Orpea	33	0		278,899.250	2,124.566	36,612,078.423	36,333,179.173	13,027	161,334	0
							Pacific Edge	33	11,178		9.604	8.889	10.375	0.772	8	169,959	17
long	12/11/23	1/22/24	42				Cochlear	100	6		27,563.456	29,128.603		1,565.147	6	179,350	62
	2/12/24	2/19/24	7				Intuitive Surgical	100	3		57,021.025	56,845.258		-175.767	0	178,823	-15
accum	2/27/06	2/19/24	4599	days out of 7245 invested (63%)										1,688		178,823	26

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	278,899.25	2,124.57	36,612,078.42	36,333,179.17	13,027.35	33	4,342.45	4,342.45
Illumina	long	2/27/06	3/27/06	28	1,472.81	1,580.96		108.15	7.34	100	7.34
	long	4/03/06	4/17/06	14	1,376.79	1,486.59		109.80	7.98		7.98
	long	9/11/06	9/18/06	7	1,915.35	2,096.08		180.73	9.44		9.44
	long	10/02/06	11/27/06	56	1,946.56	2,193.22		246.66	12.67		12.67
	long	12/11/06	12/18/06	7	2,397.40	2,360.50		-36.90	-1.54		-1.54
	long	5/12/08	5/19/08	7	4,094.40	4,117.16		22.77	0.56		0.56
	long	8/25/08	9/22/08	28	4,951.30	4,460.29		-491.01	-9.92		-9.92
	long	5/04/09	6/29/09	56	3,772.18	3,686.76		-85.42	-2.26		-2.26
	long	12/20/10	2/14/11	56	5,422.37	6,154.29		731.92	13.50		13.50
	long	5/09/11	5/30/11	21	5,907.65	5,824.09		-83.56	-1.41		-1.41
	short	8/08/11	12/19/11	133	3,996.37	2,035.49	7,846.27	3,849.90	96.33	33	32.11
	long	5/06/13	5/27/13	21	6,556.85	7,255.04		698.20	10.65	100	10.65
	long	6/03/13	6/24/13	21	7,120.72	7,064.22		-56.49	-0.79		-0.79
	long	7/01/13	7/08/13	7	7,561.34	7,521.06		-40.28	-0.53		-0.53
	long	8/19/13	8/26/13	7	7,580.53	7,850.99		270.46	3.57		3.57
	long	11/18/13	1/27/14	70	9,207.61	14,399.55		5,191.94	56.39		56.39
	long	2/03/14	3/03/14	28	15,261.20	17,545.44		2,284.24	14.97		14.97
	long	7/07/14	7/21/14	14	18,139.25	17,836.78		-302.47	-1.67		-1.67
	long	9/01/14	10/13/14	42	18,883.76	16,046.91		-2,836.85	-15.02		-15.02
	long	11/03/14	11/17/14	14	22,119.23	21,341.70		-777.53	-3.52		-3.52
	short	3/28/16	4/25/16	28	17,256.80	15,911.62	18,715.70	1,458.90	8.45	33	2.82
	short	10/17/16	3/13/17	147	14,671.87	19,167.39	10,176.35	-4,495.52	-30.64		-10.21	178.67
Intuitive Surgical	long	10/01/07	10/22/07	21	2,951.60	3,636.09		684.50	23.19	100	23.19
	long	8/10/09	11/02/09	84	2,494.99	2,465.43		-29.56	-1.18		-1.18
	long	11/16/09	2/15/10	91	2,788.82	3,340.45		551.63	19.78		19.78
	long	10/03/11	10/10/11	7	2,985.67	3,234.28		248.61	8.33		8.33
	long	1/16/12	1/30/12	14	3,979.01	3,889.85		-89.16	-2.24		-2.24
	long	2/06/12	2/27/12	21	4,182.08	4,639.07		456.98	10.93		10.93
	long	1/08/18	2/05/18	28	14,770.07	14,639.90		-130.17	-0.88		-0.88
	long	2/12/24	2/19/24	7	57,021.02	56,845.26		-175.77	-0.31		-0.31	69.25
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	di %	total
Drägerwerk	short	1/28/08	5/04/09	462	6,267.60	2,566.01	15,308.94	9,041.34	144.26	33	48.09
	long	3/01/10	3/08/10	7	5,758.43	6,382.14		623.72	10.83	100	10.83
	long	4/05/10	5/10/10	35	6,494.82	5,968.02		-526.80	-8.11		-8.11
	long	3/30/15	4/27/15	28	15,107.75	15,709.22		601.47	3.98		3.98
	short	3/28/16	4/25/16	28	7,381.93	7,178.22	7,591.42	209.49	2.84	33	0.95
	short	10/29/18	3/11/19	133	5,989.58	6,322.64	5,656.53	-333.06	-5.56		-1.85
	short	12/20/21	2/06/23	413	6,736.48	5,980.35	7,588.22	851.73	12.64		4.21	61.91
Eckert & Ziegler	long	11/18/19	12/02/19	14	5,439.46	5,881.06		441.60	8.12	100	8.12
	long	12/09/19	12/30/19	21	5,598.76	5,811.44		212.68	3.80		3.80
	long	4/19/21	6/07/21	49	9,815.52	12,192.92		2,377.41	24.22		24.22
	long	7/05/21	7/19/21	14	12,790.35	13,229.68		439.32	3.43		3.43
	long	7/26/21	8/09/21	14	14,191.96	15,666.96		1,475.00	10.39		10.39
	long	2/13/23	2/27/23	14	7,994.42	7,824.80		-169.62	-2.12		-2.12	55.81
Medigene	long	1/16/17	2/06/17	21	1,731.82	1,652.05		-79.78	-4.61		-4.61
	long	2/13/17	2/20/17	7	1,629.04	1,537.80		-91.23	-5.60		-5.60
	long	2/27/17	3/06/17	7	1,442.11	1,442.11		0.00	0.00		0.00
	long	3/20/17	7/03/17	105	1,457.38	1,457.87		0.49	0.03		0.03
	short	3/09/20	8/12/24	1617	468.32	190.64	1,150.49	682.16	145.66	33	48.55
	short	12/20/21	2/06/23	413	357.32	304.35	419.50	62.18	17.40		5.80	41.58
Ambu	long	7/09/18	8/13/18	35	3,783.20	4,434.86		651.66	17.23	100	17.23
	long	8/20/18	9/10/18	21	4,518.80	3,717.72		-801.09	-17.73		-17.73
	long	5/11/20	6/15/20	35	3,273.35	3,515.82		242.47	7.41		7.41
	long	6/22/20	7/13/20	21	3,664.46	3,825.07		160.61	4.38		4.38
	short	12/20/21	2/06/23	413	2,779.09	1,953.04	3,954.53	1,175.44	42.30	33	14.10	23.37
Coloplast	long	7/16/12	7/23/12	7	3,001.63	2,946.52		-55.11	-1.84	100	-1.84
	long	7/30/12	8/13/12	14	2,985.95	3,029.72		43.77	1.47		1.47
	long	9/10/12	10/22/12	42	3,148.28	3,539.57		391.28	12.43		12.43
	long	12/24/12	1/21/13	28	4,124.09	4,641.20		517.11	12.54		12.54
	short	8/24/15	10/26/15	63	7,951.75	8,754.92	7,148.59	-803.17	-10.10	33	-3.37	21.78
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	di %	total
Ramsay Health Care	long	2/25/13	4/15/13	49	2,947.95	3,285.20		337.25	11.44	100	11.44	11.44
Cochlear	long	12/11/23	1/22/24	42	27,563.46	29,128.60		1,565.15	5.68		5.68	5.68
Terumo	long	2/09/15	3/09/15	28	7.67	8.19		0.52	6.81		6.81
	long	3/14/16	3/21/16	7	10.03	9.79		-0.24	-2.44		-2.44	4.20
LTC Properties	long	8/15/22	8/22/22	7	5,931.37	6,151.06		219.69	3.70		3.70	3.70
Stratec	long	1/22/07	1/29/07	7	3,800.01	4,119.16		319.15	8.40		8.40
	long	2/05/07	2/19/07	14	4,145.06	4,212.50		67.43	1.63		1.63
	long	4/30/07	5/21/07	21	4,376.17	4,141.22		-234.95	-5.37		-5.37
	short	1/28/08	5/04/09	462	2,757.74	1,993.59	3,814.81	1,057.06	38.33	33	12.78
	long	12/08/14	1/19/15	42	7,126.32	6,355.47		-770.85	-10.82	100	-10.82
	short	8/24/15	10/26/15	63	5,741.87	6,714.50	4,769.25	-972.63	-16.94	33	-5.65
	short	8/21/23	2/12/24	175	7,904.80	6,945.08	8,997.15	1,092.34	13.82		4.61	3.49
Pacific Edge	short	8/21/23	2/12/24	175	9.60	8.89	10.38	0.77	8.03		2.68	2.68
Mediclinic	short	10/16/17	1/29/18	105	1,003.22	935.85	1,075.44	72.22	7.20		2.40	2.40
Carl Zeiss Meditec	short	1/28/08	5/04/09	462	1,645.25	1,222.47	2,214.23	568.98	34.58		11.53
	long	5/16/16	6/13/16	28	4,001.99	3,985.34		-16.65	-0.42	100	-0.42
	long	7/04/16	8/29/16	56	4,132.97	3,764.84		-368.13	-8.91		-8.91
	long	2/18/19	3/25/19	35	9,665.06	9,659.35		-5.71	-0.06		-0.06	1.11
NMC Health	short	3/09/20	6/29/20	112	1,257.54	1,242.14	1,273.13	15.59	1.24	33	0.41	0.41
Gerresheimer	long	10/19/15	10/26/15	7	9,235.28	9,492.59		257.31	2.79	100	2.79
	long	11/02/15	12/21/15	49	9,541.78	9,344.61		-197.17	-2.07		-2.07
	long	5/22/23	5/29/23	7	15,617.88	15,562.16		-55.73	-0.36		-0.36	0.30
Fisher & Paykel HC	short	8/08/11	12/19/11	133	151.97	141.62	163.08	11.11	7.31	33	2.44
	long	4/04/16	4/25/16	21	750.72	723.48		-27.24	-3.63	100	-3.63	-1.28
EssilorLuxottica	long	11/21/22	12/19/22	28	25,424.59	24,956.99		-467.60	-1.84		-1.84	-1.84
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	6,692.47	6,726.35		33.88	0.51		0.51
	long	8/03/15	8/17/15	14	8,867.31	9,033.71		166.40	1.88		1.88
	short	3/09/20	8/12/24	1617	4,483.62	5,353.48	3,613.75	-869.87	-19.40	33	-6.47	-4.23
Getinge	short	10/17/16	3/13/17	147	1,847.84	2,004.95	1,690.73	-157.11	-8.50		-2.83
	long	4/15/19	4/22/19	7	1,403.41	1,402.65		-0.76	-0.05	100	-0.05
	long	4/29/19	5/13/19	14	1,537.06	1,500.30		-36.76	-2.39		-2.39	-5.21
Align Technology	short	10/29/18	3/11/19	133	24,507.82	28,615.97	20,399.68	-4,108.14	-16.76	33	-5.59
	long	11/16/20	11/23/20	7	47,766.89	49,568.14		1,801.25	3.77	100	3.77
	long	2/08/21	2/22/21	14	63,350.91	60,862.08		-2,488.83	-3.93		-3.93	-5.88
Hologic	short	10/16/17	1/29/18	105	4,026.61	4,771.73	3,281.48	-745.13	-18.51	33	-6.17	-6.17
Sonova	short	8/08/11	12/19/11	133	6,505.29	7,551.30	5,459.27	-1,046.02	-16.08		-5.36
	short	8/24/15	10/26/15	63	15,596.90	16,607.04	14,586.76	-1,010.14	-6.48		-2.16	-7.40
Sartorius	long	5/14/18	6/18/18	35	16,966.58	15,892.08		-1,074.50	-6.33	100	-6.33
	long	7/29/19	8/05/19	7	23,078.96	20,509.91		-2,569.05	-11.13		-11.13
	long	8/10/20	8/17/20	7	41,328.67	44,115.91		2,787.24	6.74		6.74	-11.15
Dentsply Sirona	short	10/29/18	3/11/19	133	3,859.36	5,436.04	2,282.68	-1,576.68	-40.85	33	-13.62	-13.62
Express Scripts	short	3/28/16	4/25/16	28	7,676.12	8,198.82	7,153.42	-522.70	-6.81		-2.27
	short	10/17/16	3/13/17	147	7,191.01	7,748.03	6,634.00	-557.02	-7.75		-2.58
	short	10/16/17	1/29/18	105	6,371.91	8,934.87	3,808.95	-2,562.96	-40.22		-13.41	-17.56

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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