Q4 2013 Holdings
Filed 2014-02-14 | 27 holdings | $610.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| United Therapeutics Corp del(UTHR) | COM | 91307C102 | $65.4K | 578,690 | 10.7% |
| Wuxi Pharmatech Cayman Inc | SPONS ADR SHS | 929352102 | $48.1K | 1,252,314 | 7.9% |
| Endo Health Solutions Inc | COM | 29264F205 | $45.3K | 670,900 | 7.4% |
| Aegerion Pharmaceuticals Inc | COM | 00767E102 | $38.1K | 537,034 | 6.2% |
| Cardiovascular SYS Inc del(CSIIEUR) | COM | 141619106 | $37.5K | 1,093,234 | 6.1% |
| Bioscrip Inc(BIOSEUR) | COM | 09069N108 | $29.0K | 3,921,333 | 4.8% |
| Furiex Pharmaceuticals Inc | COM | 36106P101 | $27.3K | 648,829 | 4.5% |
| Insys Therapeutics Inc New | COM NEW | 45824V209 | $27.0K | 697,763 | 4.4% |
| Taro Pharmaceutical Inds LTD | SHS | M8737E108 | $26.1K | 263,732 | 4.3% |
| Medicines Co | COM | 584688105 | $25.5K | 661,355 | 4.2% |
| Emergent Biosolutions Inc(EBS) | COM | 29089Q105 | $25.1K | 1,093,828 | 4.1% |
| Amag Pharmaceuticals Inc(AMAG) | COM | 00163U106 | $25.1K | 1,034,537 | 4.1% |
| Cadence Pharmaceuticals Inc | COM | 12738T100 | $23.6K | 2,608,180 | 3.9% |
| Enanta Pharmaceuticals Inc(ENTA) | COM | 29251M106 | $23.2K | 851,294 | 3.8% |
| Salix Pharmaceuticals Inc | COM | 795435106 | $23.2K | 257,779 | 3.8% |
| Anacor Pharmaceuticals Inc | COM | 032420101 | $23.0K | 1,369,880 | 3.8% |
| Orthofix Intl N V | COM | N6748L102 | $21.2K | 931,052 | 3.5% |
| Osiris Therapeutics Inc New | COM | 68827R108 | $15.7K | 976,016 | 2.6% |
| Hyperion Therapeutics Inc | COM | 44915N101 | $14.8K | 734,296 | 2.4% |
| Galena Biopharma Inc | COM | 363256108 | $14.8K | 2,986,946 | 2.4% |
| Sucampo Pharmaceuticals Inc | CL A | 864909106 | $8.7K | 925,214 | 1.4% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $8.6K | 142,300 | 1.4% |
| Chindex International Inc | COM | 169467107 | $6.3K | 363,429 | 1.0% |
| Masimo Corp(MASI) | COM | 574795100 | $4.0K | 136,875 | 0.7% |
| Liposcience Inc | COM | 53630M108 | $1.9K | 443,052 | 0.3% |
| Vanda Pharmaceuticals Inc(VNDA) | COM | 921659108 | $1.3K | 104,000 | 0.2% |
| Ariad Pharmaceuticals Inc | COM | 04033A100 | $84 | 12,260 | 0.0% |