Q3 2013 Holdings
Filed 2013-11-14 | 26 holdings | $701.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Quidel Corp | COM | 74838J101 | $92.7M | 3,265,457 | 13.2% |
| Thoratec Corp | COM NEW | 885175307 | $83.4M | 2,236,349 | 11.9% |
| Tenet Healthcare Corp(THC) | COM NEW | 88033G407 | $72.3M | 1,755,950 | 10.3% |
| Acorda Therapeutics Inc | COM | 00484M106 | $68.0M | 1,989,359 | 9.7% |
| Accelr8 Technology Inc | COM | 004304200 | $62.4M | 4,654,507 | 8.9% |
| Mazor Robotics LTD | SPONSORED ADS | 57886P103 | $54.3M | 3,213,274 | 7.7% |
| Opko Health Inc(OPK) | COM | 68375N103 | $51.2M | 5,814,742 | 7.3% |
| Nxstage Medical Inc | COM | 67072V103 | $32.4M | 2,462,313 | 4.6% |
| Mako Surgical Corp | COM | 560879108 | $28.1M | 953,513 | 4.0% |
| Tesaro Inc | COM | 881569107 | $26.2M | 677,112 | 3.7% |
| Hansen Medical Inc | COM | 411307101 | $24.9M | 16,417,426 | 3.5% |
| Accuray Inc(ARAY) | COM | 004397105 | $21.2M | 2,868,425 | 3.0% |
| Gentiva Health Services Inc | COM | 37247A102 | $19.1M | 1,582,418 | 2.7% |
| Transition Therapeutics Inc | COM NEW | 893716209 | $17.6M | 4,287,412 | 2.5% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $13.1M | 1,106,005 | 1.9% |
| Pacific Biosciences Calif in(PACB) | COM | 69404D108 | $10.8M | 1,961,688 | 1.5% |
| Webmd Health Corp | COM | 94770V102 | $6.4M | 222,512 | 0.9% |
| Vermillion Inc | COM NEW | 92407M206 | $4.1M | 2,799,980 | 0.6% |
| Agenus Inc(AGENEUR) | COM NEW | 00847G705 | $3.4M | 1,225,635 | 0.5% |
| Biogen Idec Inc(BIIB) | COM | 09062X103 | $2.8M | 11,603 | 0.4% |
| Metabolix Inc | COM | 591018809 | $2.1M | 1,658,126 | 0.3% |
| GTX Inc del | COM | 40052B108 | $1.7M | 863,852 | 0.2% |
| Aveo Pharmaceuticals Inc(AVEOEUR) | COM | 053588109 | $1.2M | 575,000 | 0.2% |
| Biolase Inc | COM | 090911108 | $1.1M | 580,531 | 0.2% |
| Ladenburg Thalman FIN Svcs I | COM | 50575Q102 | $302.0K | 166,849 | 0.0% |
| Intrexon Corp | COM | 46122T102 | $284.3K | 12,000 | 0.0% |