Q4 2013 Holdings
Filed 2014-02-14 | 25 holdings | $726.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Quidel Corp | COM | 74838J101 | $100.9M | 3,265,457 | 13.9% |
| Thoratec Corp | COM NEW | 885175307 | $75.9M | 2,072,700 | 10.4% |
| Tenet Healthcare Corp COM | COM | 88033G100 | $74.0M | 1,755,950 | 10.2% |
| Mazor Robotics LTD | SPONSORED ADS | 57886P103 | $62.7M | 3,213,274 | 8.6% |
| Accelr8 Technology Inc | COM | 004304200 | $57.9M | 4,748,588 | 8.0% |
| Acorda Therapeutics Inc | COM | 00484M106 | $57.1M | 1,956,414 | 7.9% |
| Opko Health Inc(OPK) | COM | 68375N103 | $48.4M | 5,738,742 | 6.7% |
| Nxstage Medical Inc | COM | 67072V103 | $34.1M | 3,410,067 | 4.7% |
| Accuray Inc(ARAY) | COM | 004397105 | $28.2M | 3,240,006 | 3.9% |
| Hansen Medical Inc | COM | 411307101 | $27.9M | 16,417,426 | 3.8% |
| Transition Therapeutics Inc | COM NEW | 893716209 | $24.4M | 4,287,412 | 3.4% |
| Tesaro Inc | COM | 881569107 | $21.7M | 768,219 | 3.0% |
| Gentiva Health Services Inc | COM | 37247A102 | $19.5M | 1,572,398 | 2.7% |
| Vermillion Inc | COM NEW | 92407M206 | $16.6M | 7,139,960 | 2.3% |
| Pacific Biosciences Calif in(PACB) | COM | 69404D108 | $13.5M | 2,575,729 | 1.9% |
| Intrexon Corp | COM | 46122T102 | $13.4M | 561,464 | 1.8% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $12.6M | 1,081,005 | 1.7% |
| Webmd Health Corp | COM | 94770V102 | $11.9M | 300,141 | 1.6% |
| Biolase Inc | COM | 090911108 | $11.4M | 4,039,552 | 1.6% |
| Mako Surgical Corp | COM | 560879108 | $4.5M | 151,398 | 0.6% |
| Biogen Idec Inc(BIIB) | COM | 09062X103 | $3.2M | 11,603 | 0.4% |
| Agenus Inc | COM | 00847G101 | $3.2M | 1,225,635 | 0.4% |
| Metabolix Inc | COM | 591018809 | $2.1M | 1,658,126 | 0.3% |
| GTX Inc del | COM | 40052B108 | $821.3K | 497,769 | 0.1% |
| Ladenburg Thalman FIN Svcs I | COM | 50575Q102 | $522.2K | 166,849 | 0.1% |