Assessment - Medicine in Swiss Franc - 7/01/24 - RS = mixed

 ⇐ 

								⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/01/24	prc diff	Δ26		⇓∅-RS
						S		SOM Medicine	626.651	8/12/24	-0.99	611.479	2.48	593.444	18.035	3.04		-1.96
						L		Ambu	17.897	8/12/24	-0.40	17.748	0.84	13.093	4.655	35.55		39.33
								Intuitive Surgical	420.666	8/12/24	0.46	394.199	6.71	282.595	111.603	39.49		31.55
								Encompass Health	78.489	8/12/24	1.33	77.134	1.76	55.889	21.245	38.01		21.76
						L		Fisher & Paykel HC	17.984	8/12/24	0.89	16.426	9.48	12.523	3.903	31.17		26.73
						L		ResMed	19.849	8/12/24	1.13	17.187	15.49	14.531	2.656	18.28		9.28
						L		Eckert & Ziegler	41.116	8/12/24	1.34	44.605	-7.82	38.303	6.302	16.45		23.84
								EssilorLuxottica	200.926	8/12/24	-0.58	195.595	2.73	168.423	27.172	16.13		10.68
								Terumo	14.602	8/09/24	5.05	14.250	2.47	13.685	0.566	4.13		0.38
								Cochlear	203.945	8/12/24	0.26	193.843	5.21	170.596	23.247	13.63		18.58
								Coloplast	114.947	8/12/24	0.25	108.188	6.25	96.082	12.106	12.60		3.27
						L		LTC Properties	32.440	8/12/24	-0.22	31.121	4.24	26.906	4.215	15.67		7.59
								Gerresheimer	94.308	8/12/24	-1.47	97.991	-3.76	87.504	10.487	11.98		2.25
								Apollo Hospitals	70.441	8/12/24	-1.30	66.521	5.89	57.919	8.602	14.85		11.59
						L		Amplifon	27.284	8/12/24	1.33	32.198	-15.26	29.066	3.133	10.78		10.26
								Siemens Healthineers	48.734	8/12/24	0.08	52.184	-6.61	48.783	3.401	6.97		6.60
						L		Sonova	278.100	8/12/24	-1.52	280.300	-0.78	274.400	5.900	2.15		8.87
						L		Fresenius	29.940	8/12/24		27.430	9.15	26.033	1.397	5.36		5.11
						L		Stratec	40.224	8/12/24	4.27	44.440	-9.49	42.245	2.195	5.20		3.62
								DiaSorin	97.022	8/12/24	0.48	90.412	7.31	86.475	3.937	4.55		3.51
								GE HealthCare	74.432	8/12/24	-1.24	68.911	8.01	64.768	4.142	6.40		1.94
								Synlab	10.720	8/12/24	1.10	10.856	-1.25	10.591	0.264	2.49		9.62
								ConvaTec	264.568	8/12/24	-0.17	270.052	-2.03	260.541	9.510	3.65		3.22
						S		Sysmex	14.675	8/09/24	1.04	14.130	3.86	15.510	-1.380	-8.90		-10.81
								Drägerwerk	44.343	8/12/24	0.44	48.414	-8.41	48.041	0.373	0.78		4.78
								⇓instrument	freshest		⇓ Δday	7/01/24	⇓ Δwk	1/01/24	prc diff	Δ26		⇓∅-RS
								Fresenius MedCare	32.111	8/12/24	-1.31	34.777	-7.66	35.206	-0.429	-1.22		-5.92
						S		Medtronic	73.366	8/12/24	-1.04	69.688	5.28	69.007	0.681	0.99		-3.94
								Smith and Nephew	1,320.557	8/12/24	-0.86	1,114.477	18.49	1,150.671	-36.194	-3.15		-4.74
								DexCom	64.402	8/12/24	2.16	101.360	-36.46	103.946	-2.586	-2.49		-0.41
								Uniphar	2.544	8/12/24	-0.38	2.346	8.47	2.504	-0.159	-6.33		-4.75
						S		Ramsay Health Care	26.959	8/12/24	0.99	28.064	-3.94	30.050	-1.986	-6.61		-6.91
						S		Align Technology	192.988	8/12/24	-0.63	215.642	-10.51	229.521	-13.879	-6.05		-13.79
						S		Straumann	112.350	8/12/24	0.76	112.700	-0.31	135.600	-22.900	-16.89		-16.75
						S		Getinge	16.830	8/12/24	-0.10	15.420	9.15	18.720	-3.301	-17.63		-9.14
								Sonic Healthcare	16.496	8/12/24	0.22	15.420	6.98	18.324	-2.903	-15.84		-11.59
						S		Sino Biopharm	0.341	8/12/24	2.08	0.309	10.49	0.372	-0.063	-16.97		-11.59
						S		Illumina	112.538	8/12/24	0.79	95.333	18.05	116.637	-21.304	-18.27		-18.86
						S		Medigene	1.066	8/12/24	0.46	1.081	-1.35	1.414	-0.334	-23.59		-30.66
						L		Orpea	9.640	8/12/24	-42.87	11.933	-19.22	15.674	-3.740	-23.86		-46.16
						S		Oceania Healthcare	0.422	8/12/24		0.296	42.59	0.403	-0.107	-26.56		-18.39
						S		Carl Zeiss Meditec	58.494	8/12/24	-5.33	64.213	-8.91	91.668	-27.455	-29.95		-28.55
						S		Sartorius	233.686	8/12/24	-2.90	205.190	13.89	309.023	-103.833	-33.60		-30.13
								WuXi AppTec	5.134	8/12/24	-0.29	4.797	7.04	8.590	-3.793	-44.16		-36.64
Medicine - 42 out of 42 instruments rated - 7/01/24 / 1/01/24 - 24 did rise, Market-Ratio(26) in CHF = 57.14 %

 

 

Transactions Medicine in Swiss Franc * 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	602		16.596	17.645		1.048	6	10,631	122
3/27/06		4/03/06	7				- cash -
	4/03/06	4/17/06	14				Illumina	100	697		15.245	16.266		1.021	7	11,343	442
4/17/06		9/11/06	147				- cash -
	9/11/06	9/18/06	7				Illumina	100	555		20.437	22.399		1.962	10	12,432	11,822
9/18/06		10/02/06	14				- cash -
	10/02/06	11/27/06	56				Illumina	100	603		20.599	22.886		2.287	11	13,811	99
11/27/06		12/11/06	14				- cash -
	12/11/06	12/18/06	7				Illumina	100	556		24.839	24.399		-0.440	-2	13,566	-61
12/18/06		1/22/07	35				- cash -
	1/22/07	1/29/07	7				Stratec	100	346		39.142	42.490		3.349	9	14,725	7,126
1/29/07		2/05/07	7				- cash -
	2/05/07	2/19/07	14				Stratec	100	344		42.705	43.567		0.862	2	15,022	68
2/19/07		4/30/07	70				- cash -
	4/30/07	5/21/07	21				Stratec	100	340		44.105	41.961		-2.143	-5	14,293	-58
5/21/07		10/01/07	133				- cash -
	10/01/07	10/22/07	21				Intuitive Surgical	100	477		29.920	37.029		7.110	24	17,684	3,967
10/22/07		1/28/08	98				- cash -
short	1/28/08	5/04/09	462				Carl Zeiss Meditec	33	348		16.906	14.000	20.415	3.509	21	18,905	16
							Drägerwerk	33	91		64.404	29.387	141.149	76.745	119	25,889	86
							Stratec	33	209		28.338	22.831	35.173	6.835	24	27,318	19
long	5/12/08	5/19/08	7				Illumina	100	659		41.443	41.408		-0.035	0	27,295	-4
	8/25/08	9/22/08	28				Illumina	100	552		49.416	45.888		-3.527	-7	25,347	-62
	5/04/09	6/29/09	56				Illumina	100	586		43.200	41.959		-1.241	-3	24,620	-17
6/29/09		8/10/09	42				- cash -
	8/10/09	11/02/09	84				Intuitive Surgical	100	890		27.641	28.100		0.459	2	25,028	7
11/02/09		11/16/09	14				- cash -
	11/16/09	2/15/10	91				Intuitive Surgical	100	794		31.510	39.955		8.444	27	31,733	159
2/15/10		3/01/10	14				- cash -
	3/01/10	3/08/10	7				Drägerwerk	100	456		69.493	75.950		6.458	9	34,678	10,188
3/08/10		4/05/10	28				- cash -
	4/05/10	5/10/10	35				Drägerwerk	100	475		72.867	72.089		-0.779	-1	34,308	-11
5/10/10		12/20/10	224				- cash -
	12/20/10	2/14/11	56				Illumina	100	548		62.587	71.789		9.202	15	39,351	145
2/14/11		5/09/11	84				- cash -
	5/09/11	5/30/11	21				Illumina	100	611		64.398	61.201		-3.197	-5	37,398	-59
5/30/11		8/08/11	70				- cash -
short	8/08/11	12/19/11	133				Sonova	33	196		63.550	90.900	36.200	-27.350	-43	32,037	-79
							Illumina	33	319		39.040	24.503	62.204	23.164	59	39,426	259
							Fisher & Paykel HC	33	8,411		1.485	1.705	1.265	-0.220	-15	37,575	-36
long	10/03/11	10/10/11	7				Intuitive Surgical	100	1,067		35.205	39.096		3.891	11	41,726	23,551
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	847		49.254	46.296		-2.958	-6	39,221	-80
1/30/12		2/06/12	7				- cash -
	2/06/12	2/27/12	21				Intuitive Surgical	100	782		50.149	51.181		1.032	2	40,028	42
2/27/12		7/16/12	140				- cash -
	7/16/12	7/23/12	7				Coloplast	100	1,077		37.161	37.098		-0.063	0	39,959	-9
7/23/12		7/30/12	7				- cash -
	7/30/12	8/13/12	14				Coloplast	100	1,076		37.103	37.824		0.721	2	40,735	65
8/13/12		9/10/12	28				- cash -
	9/10/12	10/22/12	42				Coloplast	100	1,071		38.012	41.417		3.405	9	44,382	111
10/22/12		12/24/12	63				- cash -
	12/24/12	1/21/13	28				Coloplast	100	990		44.827	48.133		3.306	7	47,655	153
1/21/13		2/25/13	35				- cash -
	2/25/13	4/15/13	49				Ramsay Health Care	100	1,624		29.338	30.963		1.625	6	50,293	49
4/15/13		5/06/13	21				- cash -
	5/06/13	5/27/13	21				Illumina	100	811		61.948	68.856		6.909	11	55,896	528
5/27/13		6/03/13	7				- cash -
	6/03/13	6/24/13	21				Illumina	100	825		67.701	67.431		-0.270	0	55,673	-7
6/24/13		7/01/13	7				- cash -
	7/01/13	7/08/13	7				Illumina	100	772		72.061	71.648		-0.413	-1	55,354	-26
7/08/13		8/19/13	42				- cash -
	8/19/13	8/26/13	7				Illumina	100	771		71.788	73.558		1.770	2	56,719	256
8/26/13		11/18/13	84				- cash -
	11/18/13	1/27/14	70				Illumina	100	674		84.074	125.744		41.670	50	84,804	716
1/27/14		2/03/14	7				- cash -
	2/03/14	3/03/14	28				Illumina	100	623		136.095	152.719		16.624	12	95,161	349
3/03/14		7/07/14	126				- cash -
	7/07/14	7/21/14	14				Illumina	100	598		159.066	157.967		-1.099	-1	94,504	-17
7/21/14		9/01/14	42				- cash -
	9/01/14	10/13/14	42				Illumina	100	572		165.182	142.308		-22.874	-14	81,419	-73
10/13/14		11/03/14	21				- cash -
	11/03/14	11/17/14	14				Illumina	100	433		187.609	176.504		-11.104	-6	76,611	-80
11/17/14		12/08/14	21				- cash -
	12/08/14	1/19/15	42				Stratec	100	1,327		57.706	47.509		-10.197	-18	63,080	-82
1/19/15		1/26/15	7				- cash -
	1/26/15	2/02/15	7				Fresenius	100	1,237		50.989	53.052		2.063	4	65,633	691
2/02/15		2/09/15	7				- cash -
	2/09/15	3/09/15	28				Terumo	100	1,097,546		0.060	0.067		0.007	11	73,094	307
3/09/15		3/30/15	21				- cash -
	3/30/15	4/27/15	28				Drägerwerk	100	600		121.690	126.048		4.358	4	75,708	58
4/27/15		8/03/15	98				- cash -
	8/03/15	8/17/15	14				Fresenius	100	1,092		69.295	70.986		1.692	2	77,556	88
8/17/15		8/24/15	7				- cash -
short	8/24/15	10/26/15	63				Stratec	33	572		45.134	54.542	35.726	-9.408	-21	72,174	-74
							Sonova	33	211		122.600	134.900	110.300	-12.300	-10	69,579	-46
							Coloplast	33	413		62.505	71.117	53.893	-8.612	-14	66,022	-58
long	10/19/15		7				Gerresheimer	100	893		73.882	77.109		3.227	4	68,904	829
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	883		77.996	76.517		-1.478	-2	67,598	-13
12/21/15		3/14/16	84				- cash -
	3/14/16	3/21/16	7				Terumo	100	777,123		0.087	0.085		-0.002	-2	65,926	-73
3/21/16		3/28/16	7				- cash -
short	3/28/16	4/25/16	28				Drägerwerk	33	346		63.368	62.917	63.821	0.454	1	66,083	10
							Express Scripts	33	334		65.893	71.862	59.924	-5.969	-9	64,090	-71
							Illumina	33	148		148.135	139.465	157.344	9.209	6	65,452	120
long	4/04/16		21				Fisher & Paykel HC	100	10,118		6.469	6.341		-0.127	-2	64,163	-29
4/25/16		5/16/16	21				- cash -
	5/16/16	6/13/16	28				Carl Zeiss Meditec	100	1,788		35.882	36.167		0.284	1	64,671	11
6/13/16		7/04/16	21				- cash -
	7/04/16	8/29/16	56				Carl Zeiss Meditec	100	1,652		39.132	36.122		-3.011	-8	59,698	-41
8/29/16		10/17/16	49				- cash -
short	10/17/16	3/13/17	147				Express Scripts	33	290		68.471	67.964	68.982	0.511	1	59,846	2
							Illumina	33	142		139.702	168.132	111.272	-28.430	-20	55,809	-43
							Getinge	33	1,136		17.595	17.587	17.603	0.008	0	55,818	0
long	1/16/17	2/06/17	21				Medigene	100	3,640		15.332	14.644		-0.688	-4	53,313	-55
	2/13/17	2/20/17	7				Medigene	100	3,699		14.410	13.622		-0.788	-5	50,399	-95
	2/27/17	3/06/17	7				Medigene	100	3,906		12.901	12.901		0.000	0	50,399	0
3/13/17		3/20/17	7				- cash -
	3/20/17	7/03/17	105				Medigene	100	3,895		12.937	12.383		-0.554	-4	48,240	-14
7/03/17		10/16/17	105				- cash -
short	10/16/17	1/29/18	105				Express Scripts	33	290		55.413	76.776	34.051	-21.362	-39	42,045	-82
							Hologic	33	459		35.017	41.003	29.032	-5.985	-17	39,298	-48
							Mediclinic	33	1,845		8.724	8.042	9.465	0.741	8	40,665	33
long	1/08/18	2/05/18	28				Intuitive Surgical	100	318		127.645	124.553		-3.092	-2	39,682	-27
2/05/18		5/14/18	98				- cash -
	5/14/18	6/18/18	35				Sartorius	100	256		154.751	143.087		-11.665	-8	36,695	-56
6/18/18		7/09/18	21				- cash -
	7/09/18	8/13/18	35				Ambu	100	1,083		33.858	39.776		5.919	17	43,105	437
8/13/18		8/20/18	7				- cash -
	8/20/18	9/10/18	21				Ambu	100	1,059		40.698	32.610		-8.088	-20	34,540	-98
9/10/18		10/29/18	49				- cash -
short	10/29/18	3/11/19	133				Drägerwerk	33	215		53.328	56.600	50.057	-3.271	-6	33,836	-16
							Dentsply Sirona	33	336		34.362	48.663	20.061	-14.301	-42	29,031	-77
							Align Technology	33	52		218.206	256.168	180.244	-37.962	-17	27,057	-41
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	308		87.737	87.157		-0.580	-1	26,878	-7
3/25/19		4/15/19	21				- cash -
	4/15/19	4/22/19	7				Getinge	100	2,136		12.582	12.725		0.144	1	27,185	81
4/22/19		4/29/19	7				- cash -
	4/29/19	5/13/19	14				Getinge	100	1,940		14.011	13.812		-0.199	-1	26,799	-31
5/13/19		7/29/19	77				- cash -
	7/29/19	8/05/19	7				Sartorius	100	127		210.388	188.125		-22.263	-11	23,971	-100
8/05/19		11/18/19	105				- cash -
	11/18/19	12/02/19	14				Eckert & Ziegler	100	484		49.482	53.501		4.020	8	25,917	666
12/02/19		12/09/19	7				- cash -
	12/09/19	12/30/19	21				Eckert & Ziegler	100	508		50.944	51.719		0.776	2	26,311	30
12/30/19		3/09/20	70				- cash -
short	3/09/20	8/12/24	1617				Fresenius	33	215		40.628	29.940	55.132	14.504	36	29,429	7
							Medigene	33	2,074		4.244	1.066	16.891	12.648	298	55,660	37
		6/29/20	112				NMC Health	33	769		11.395	10.975	11.832	0.437	4	55,996	13
long	5/11/20	6/15/20	35				Ambu	100	1,892		29.582	31.099		1.516	5	58,865	68
	6/22/20	7/13/20	21				Ambu	100	1,811		32.489	33.557		1.067	3	60,798	75
	8/10/20	8/17/20	7				Sartorius	100	170		357.068	377.089		20.020	6	64,202	1,619
	11/16/20	11/23/20	7				Align Technology	100	154		416.817	433.789		16.973	4	66,816	701
	2/08/21	2/22/21	14				Align Technology	100	123		541.177	518.749		-22.427	-4	64,057	-67
	4/19/21	6/07/21	49				Eckert & Ziegler	100	770		83.116	100.110		16.994	20	77,142	300
	7/05/21	7/19/21	14				Eckert & Ziegler	100	725		106.358	110.997		4.639	4	80,505	204
	7/26/21	8/09/21	14				Eckert & Ziegler	100	683		117.732	130.680		12.948	11	89,349	1,419
short	12/20/21	2/06/23	413				Drägerwerk	33	544		54.679	41.823	71.487	16.808	31	98,493	27
							Medigene	33	10,282		2.900	2.128	3.952	1.052	36	109,307	31
							Ambu	33	1,320		22.557	13.658	37.255	14.697	65	128,707	56
long	8/15/22	8/22/22	7				LTC Properties	100	3,055		42.124	43.154		1.030	2	131,853	252
	11/21/22	12/19/22	28				EssilorLuxottica	100	768		171.563	169.632		-1.930	-1	130,371	-14
	2/13/23	2/27/23	14				Eckert & Ziegler	100	2,349		55.478	53.817		-1.661	-3	126,468	-55
	5/22/23	5/29/23	7				Gerresheimer	100	1,248		101.265	100.216		-1.049	-1	125,159	-42
short	8/21/23	2/12/24	175				Stratec	33	878		47.508	40.722	55.425	7.917	17	132,110	38
L/S	date buy	date sell	days				instrument	spl	pieces		prc buy	prc sell	ps short	prc diff	d %	asset	yield
							Orpea	33	24		1,676.185	12.457	225,541.679	223,865.494	13,356	5,504,882	> 999,999
							Pacific Edge	33	748,782		0.058	0.052	0.064	0.006	11	5,509,511	24
long	12/11/23	1/22/24	42				Cochlear	100	33,266		165.617	170.952		5.335	3	5,686,988	32
	2/12/24	2/19/24	7				Intuitive Surgical	100	17,009		334.335	334.126		-0.209	0	5,683,430	-3
accum	2/27/06	2/19/24	4748	days out of 7394 invested (64%)										56,734		5,683,430	63

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	1,676.19	12.46	225,541.68	223,865.49	13,355.66	33	4,451.88	4,451.88
Illumina	long	2/27/06	3/27/06	28	16.60	17.64		1.05	6.32	100	6.32
	long	4/03/06	4/17/06	14	15.24	16.27		1.02	6.70		6.70
	long	9/11/06	9/18/06	7	20.44	22.40		1.96	9.60		9.60
	long	10/02/06	11/27/06	56	20.60	22.89		2.29	11.10		11.10
	long	12/11/06	12/18/06	7	24.84	24.40		-0.44	-1.77		-1.77
	long	5/12/08	5/19/08	7	41.44	41.41		-0.04	-0.09		-0.09
	long	8/25/08	9/22/08	28	49.42	45.89		-3.53	-7.14		-7.14
	long	5/04/09	6/29/09	56	43.20	41.96		-1.24	-2.87		-2.87
	long	12/20/10	2/14/11	56	62.59	71.79		9.20	14.70		14.70
	long	5/09/11	5/30/11	21	64.40	61.20		-3.20	-4.96		-4.96
	short	8/08/11	12/19/11	133	39.04	24.50	62.20	23.16	59.33	33	19.78
	long	5/06/13	5/27/13	21	61.95	68.86		6.91	11.15	100	11.15
	long	6/03/13	6/24/13	21	67.70	67.43		-0.27	-0.40		-0.40
	long	7/01/13	7/08/13	7	72.06	71.65		-0.41	-0.57		-0.57
	long	8/19/13	8/26/13	7	71.79	73.56		1.77	2.47		2.47
	long	11/18/13	1/27/14	70	84.07	125.74		41.67	49.56		49.56
	long	2/03/14	3/03/14	28	136.10	152.72		16.62	12.21		12.21
	long	7/07/14	7/21/14	14	159.07	157.97		-1.10	-0.69		-0.69
	long	9/01/14	10/13/14	42	165.18	142.31		-22.87	-13.85		-13.85
	long	11/03/14	11/17/14	14	187.61	176.50		-11.10	-5.92		-5.92
	short	3/28/16	4/25/16	28	148.13	139.46	157.34	9.21	6.22	33	2.07
	short	10/17/16	3/13/17	147	139.70	168.13	111.27	-28.43	-20.35		-6.78	131.46
Medigene	long	1/16/17	2/06/17	21	15.33	14.64		-0.69	-4.49	100	-4.49
	long	2/13/17	2/20/17	7	14.41	13.62		-0.79	-5.47		-5.47
	long	2/27/17	3/06/17	7	12.90	12.90		0.00	0.00		0.00
	long	3/20/17	7/03/17	105	12.94	12.38		-0.55	-4.28		-4.28
	short	3/09/20	8/12/24	1617	4.24	1.07	16.89	12.65	298.03	33	99.34
	short	12/20/21	2/06/23	413	2.90	2.13	3.95	1.05	36.26		12.09	93.10
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	64.40	29.39	141.15	76.75	119.16		39.72
	long	3/01/10	3/08/10	7	69.49	75.95		6.46	9.29	100	9.29
	long	4/05/10	5/10/10	35	72.87	72.09		-0.78	-1.07		-1.07
	long	3/30/15	4/27/15	28	121.69	126.05		4.36	3.58		3.58
	short	3/28/16	4/25/16	28	63.37	62.92	63.82	0.45	0.72	33	0.24
	short	10/29/18	3/11/19	133	53.33	56.60	50.06	-3.27	-6.13		-2.04
	short	12/20/21	2/06/23	413	54.68	41.82	71.49	16.81	30.74		10.25	69.39
Intuitive Surgical	long	10/01/07	10/22/07	21	29.92	37.03		7.11	23.76	100	23.76
	long	8/10/09	11/02/09	84	27.64	28.10		0.46	1.66		1.66
	long	11/16/09	2/15/10	91	31.51	39.95		8.44	26.80		26.80
	long	10/03/11	10/10/11	7	35.21	39.10		3.89	11.05		11.05
	long	1/16/12	1/30/12	14	49.25	46.30		-2.96	-6.01		-6.01
	long	2/06/12	2/27/12	21	50.15	51.18		1.03	2.06		2.06
	long	1/08/18	2/05/18	28	127.64	124.55		-3.09	-2.42		-2.42
	long	2/12/24	2/19/24	7	334.33	334.13		-0.21	-0.06		-0.06	65.73
Eckert & Ziegler	long	11/18/19	12/02/19	14	49.48	53.50		4.02	8.12		8.12
	long	12/09/19	12/30/19	21	50.94	51.72		0.78	1.52		1.52
	long	4/19/21	6/07/21	49	83.12	100.11		16.99	20.45		20.45
	long	7/05/21	7/19/21	14	106.36	111.00		4.64	4.36		4.36
	long	7/26/21	8/09/21	14	117.73	130.68		12.95	11.00		11.00
	long	2/13/23	2/27/23	14	55.48	53.82		-1.66	-2.99		-2.99	48.57
Ambu	long	7/09/18	8/13/18	35	33.86	39.78		5.92	17.48		17.48
	long	8/20/18	9/10/18	21	40.70	32.61		-8.09	-19.87		-19.87
	long	5/11/20	6/15/20	35	29.58	31.10		1.52	5.13		5.13
	long	6/22/20	7/13/20	21	32.49	33.56		1.07	3.29		3.29
	short	12/20/21	2/06/23	413	22.56	13.66	37.25	14.70	65.16	33	21.72	24.41
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	50.99	53.05		2.06	4.05	100	4.05
	long	8/03/15	8/17/15	14	69.29	70.99		1.69	2.44		2.44
	short	3/09/20	8/12/24	1617	40.63	29.94	55.13	14.50	35.70	33	11.90	19.27
Coloplast	long	7/16/12	7/23/12	7	37.16	37.10		-0.06	-0.17	100	-0.17
	long	7/30/12	8/13/12	14	37.10	37.82		0.72	1.94		1.94
	long	9/10/12	10/22/12	42	38.01	41.42		3.40	8.96		8.96
	long	12/24/12	1/21/13	28	44.83	48.13		3.31	7.38		7.38
	short	8/24/15	10/26/15	63	62.51	71.12	53.89	-8.61	-13.78	33	-4.59	13.59
Terumo	long	2/09/15	3/09/15	28	0.06	0.07		0.01	11.37	100	11.37
	long	3/14/16	3/21/16	7	0.09	0.08		-0.00	-2.47		-2.47	8.61
Ramsay Health Care	long	2/25/13	4/15/13	49	29.34	30.96		1.62	5.54		5.54	5.54
Pacific Edge	short	8/21/23	2/12/24	175	0.06	0.05	0.06	0.01	10.71	33	3.57	3.57
Cochlear	long	12/11/23	1/22/24	42	165.62	170.95		5.34	3.22	100	3.22	3.22
Mediclinic	short	10/16/17	1/29/18	105	8.72	8.04	9.47	0.74	8.49	33	2.83	2.83
LTC Properties	long	8/15/22	8/22/22	7	42.12	43.15		1.03	2.44	100	2.44	2.44
Gerresheimer	long	10/19/15	10/26/15	7	73.88	77.11		3.23	4.37		4.37
	long	11/02/15	12/21/15	49	78.00	76.52		-1.48	-1.90		-1.90
	long	5/22/23	5/29/23	7	101.26	100.22		-1.05	-1.04		-1.04	1.33
NMC Health	short	3/09/20	6/29/20	112	11.40	10.97	11.83	0.44	3.83	33	1.28	1.28
Getinge	short	10/17/16	3/13/17	147	17.59	17.59	17.60	0.01	0.04		0.01
	long	4/15/19	4/22/19	7	12.58	12.73		0.14	1.14	100	1.14
	long	4/29/19	5/13/19	14	14.01	13.81		-0.20	-1.42		-1.42	-0.28
EssilorLuxottica	long	11/21/22	12/19/22	28	171.56	169.63		-1.93	-1.13		-1.13	-1.13
Carl Zeiss Meditec	short	1/28/08	5/04/09	462	16.91	14.00	20.42	3.51	20.76	33	6.92
	long	5/16/16	6/13/16	28	35.88	36.17		0.28	0.79	100	0.79
	long	7/04/16	8/29/16	56	39.13	36.12		-3.01	-7.69		-7.69
	long	2/18/19	3/25/19	35	87.74	87.16		-0.58	-0.66		-0.66	-1.18
instrument	L/S	date buy	date sell	days	prc buy	prc sell	ps short	prc diff	d %	spl	di %	total
Hologic	short	10/16/17	1/29/18	105	35.02	41.00	29.03	-5.99	-17.09	33	-5.70	-5.70
Align Technology	short	10/29/18	3/11/19	133	218.21	256.17	180.24	-37.96	-17.40		-5.80
	long	11/16/20	11/23/20	7	416.82	433.79		16.97	4.07	100	4.07
	long	2/08/21	2/22/21	14	541.18	518.75		-22.43	-4.14		-4.14	-6.03
Fisher & Paykel HC	short	8/08/11	12/19/11	133	1.48	1.70	1.26	-0.22	-14.83	33	-4.94
	long	4/04/16	4/25/16	21	6.47	6.34		-0.13	-1.97	100	-1.97	-6.82
Stratec	long	1/22/07	1/29/07	7	39.14	42.49		3.35	8.56		8.56
	long	2/05/07	2/19/07	14	42.70	43.57		0.86	2.02		2.02
	long	4/30/07	5/21/07	21	44.10	41.96		-2.14	-4.86		-4.86
	short	1/28/08	5/04/09	462	28.34	22.83	35.17	6.83	24.12	33	8.04
	long	12/08/14	1/19/15	42	57.71	47.51		-10.20	-17.67	100	-17.67
	short	8/24/15	10/26/15	63	45.13	54.54	35.73	-9.41	-20.84	33	-6.95
	short	8/21/23	2/12/24	175	47.51	40.72	55.43	7.92	16.67		5.56	-7.95
Sartorius	long	5/14/18	6/18/18	35	154.75	143.09		-11.66	-7.54	100	-7.54
	long	7/29/19	8/05/19	7	210.39	188.13		-22.26	-10.58		-10.58
	long	8/10/20	8/17/20	7	357.07	377.09		20.02	5.61		5.61	-12.69
Dentsply Sirona	short	10/29/18	3/11/19	133	34.36	48.66	20.06	-14.30	-41.62	33	-13.87	-13.87
Express Scripts	short	3/28/16	4/25/16	28	65.89	71.86	59.92	-5.97	-9.06		-3.02
	short	10/17/16	3/13/17	147	68.47	67.96	68.98	0.51	0.75		0.25
	short	10/16/17	1/29/18	105	55.41	76.78	34.05	-21.36	-38.55		-12.85	-15.27
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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