Q2 2013 Holdings
Filed 2013-08-14 | 25 holdings | $579.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Quidel Corp | COM | 74838J101 | $83.4M | 3,265,457 | 14.4% |
| Tenet Healthcare Corp | COM | 88033G100 | $82.1M | 1,780,700 | 14.2% |
| Acorda Therapeutics Inc | COM | 00484M106 | $65.9M | 1,996,468 | 11.4% |
| Thoratec Corp | COM NEW | 885175307 | $59.6M | 1,904,949 | 10.3% |
| Opko Health Inc(OPK) | COM | 68375N103 | $41.3M | 5,813,742 | 7.1% |
| Nxstage Medical Inc | COM | 67072V103 | $35.2M | 2,462,313 | 6.1% |
| Accelr8 Technology Inc | COM | 004304200 | $33.6M | 4,139,758 | 5.8% |
| Mazor Robotics LTD | SPONSORED ADS | 57886P103 | $26.9M | 1,880,941 | 4.6% |
| GTX Inc del | COM | 40052B108 | $26.5M | 4,020,003 | 4.6% |
| Tesaro Inc | COM | 881569107 | $22.2M | 677,112 | 3.8% |
| Accuray Inc(ARAY) | COM | 004397105 | $16.5M | 2,868,425 | 2.8% |
| Gentiva Health Services Inc | COM | 37247A102 | $15.8M | 1,582,418 | 2.7% |
| Hansen Medical Inc | COM | 411307101 | $11.9M | 8,315,616 | 2.1% |
| Transition Therapeutics Inc | COM NEW | 893716209 | $11.6M | 3,586,497 | 2.0% |
| Mako Surgical Corp | COM | 560879108 | $11.5M | 953,513 | 2.0% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $11.0M | 1,107,082 | 1.9% |
| Pacific Biosciences Calif in(PACB) | COM | 69404D108 | $5.0M | 1,961,688 | 0.9% |
| Agenus Inc | COM | 00847G101 | $4.6M | 1,225,636 | 0.8% |
| Webmd Health Corp | COM | 94770V102 | $4.3M | 147,112 | 0.7% |
| Vermillion Inc | COM NEW | 92407M206 | $4.1M | 2,799,980 | 0.7% |
| Biogen Idec Inc(BIIB) | COM | 09062X103 | $2.5M | 11,603 | 0.4% |
| Metabolix Inc | COM | 591018809 | $2.4M | 1,658,126 | 0.4% |
| Aveo Pharmaceuticals Inc(AVEOEUR) | COM | 053588109 | $1.4M | 575,000 | 0.2% |
| Mannkind Corp | COM | 56400P201 | $356.1K | 54,738 | 0.1% |
| Ladenburg Thalman FIN Svcs I | COM | 50575Q102 | $275.3K | 166,849 | 0.0% |