Q1 2014 Holdings
Filed 2014-05-15 | 30 holdings | $875.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Accelerate Diagnostics Inc | COM | 00430H102 | $104.2M | 4,778,049 | 11.9% |
| Quidel Corp | COM | 74838J101 | $88.9M | 3,256,957 | 10.2% |
| Tenet Healthcare Corp(THC) | COM NEW | 88033G407 | $75.2M | 1,755,950 | 8.6% |
| Acorda Therapeutics Inc | COM | 00484M106 | $74.2M | 1,956,414 | 8.5% |
| Mazor Robotics LTD | SPONSORED ADS | 57886P103 | $65.3M | 3,194,562 | 7.5% |
| Thoratec Corp | COM NEW | 885175307 | $62.9M | 1,756,204 | 7.2% |
| Opko Health Inc(OPK) | COM | 68375N103 | $51.9M | 5,571,960 | 5.9% |
| Hansen Medical Inc | COM | 411307101 | $51.1M | 19,658,147 | 5.8% |
| Nxstage Medical Inc | COM | 67072V103 | $45.9M | 3,599,192 | 5.2% |
| Transition Therapeutics Inc | COM NEW | 893716209 | $34.2M | 4,287,412 | 3.9% |
| Accuray Inc(ARAY) | COM | 004397105 | $31.1M | 3,240,006 | 3.6% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $22.7M | 1,846,005 | 2.6% |
| Repros Therapeutics Inc | COM NEW | 76028H209 | $22.0M | 1,242,326 | 2.5% |
| Vermillion Inc | COM NEW | 92407M206 | $21.1M | 7,139,960 | 2.4% |
| Tesaro Inc | COM | 881569107 | $18.7M | 633,752 | 2.1% |
| Endocyte Inc | COM | 29269A102 | $16.0M | 670,000 | 1.8% |
| Biolase Inc | COM | 090911108 | $14.8M | 6,135,910 | 1.7% |
| Intrexon Corp | COM | 46122T102 | $14.5M | 550,000 | 1.7% |
| Pacific Biosciences Calif in(PACB) | COM | 69404D108 | $13.8M | 2,575,729 | 1.6% |
| Webmd Health Corp | COM | 94770V102 | $12.4M | 300,141 | 1.4% |
| Gentiva Health Services Inc | COM | 37247A102 | $7.7M | 847,600 | 0.9% |
| Derma Sciences Inc | COM PAR $.01 | 249827502 | $6.3M | 500,000 | 0.7% |
| Amarin Corp PLC | SPONS ADR NEW | 023111206 | $5.4M | 3,000,000 | 0.6% |
| Agenus Inc(AGENEUR) | COM NEW | 00847G705 | $4.4M | 1,375,634 | 0.5% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $3.9M | 100,000 | 0.4% |
| Biogen Idec Inc(BIIB) | COM | 09062X103 | $3.5M | 11,530 | 0.4% |
| Metabolix Inc | COM | 591018809 | $2.2M | 1,658,126 | 0.2% |
| GTX Inc del | COM | 40052B108 | $761.6K | 497,769 | 0.1% |
| Ladenburg Thalman FIN Svcs I | COM | 50575Q102 | $503.9K | 166,849 | 0.1% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $99.0K | 50,000 | 0.0% |