Q2 2013 Holdings
Filed 2013-08-12 | 56 holdings | $388.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific(BSX) | COMMON | 101137107 | $119.3M | 12,864,121 | 30.7% |
| Biomarin Pharmac Inc(BMRN) | COMMON | 09061G101 | $110.0M | 1,973,064 | 28.3% |
| Align Tech Inc(ALGN) | COMMON | 016255101 | $88.4M | 2,385,406 | 22.8% |
| Biogen Idec Inc(BIIB) | COMMON | 09062X103 | $61.0M | 283,300 | 15.7% |
| Accuray Inc(ARAY) | COMMON | 004397105 | $6.5M | 1,137,768 | 1.7% |
| Vertex Pharmaceuticl(VRTX) | COMMON | 92532F100 | $202.2K | 2,526,014 | 0.1% |
| Incyte Corporation(INCY) | COMMON | 45337C102 | $168.1K | 7,641,357 | 0.0% |
| Gilead Sciences Inc(GILD) | COMMON | 375558103 | $150.3K | 2,930,957 | 0.0% |
| Mylan Inc | COMMON | 628530107 | $146.8K | 4,730,003 | 0.0% |
| Actavis Inc | COMMON | 00507K103 | $142.1K | 1,125,666 | 0.0% |
| Medivation Inc | COMMON | 58501N101 | $133.7K | 2,717,173 | 0.0% |
| Theravance Inc | COMMON | 88338T104 | $122.0K | 3,167,118 | 0.0% |
| Merck & Co Inc(MRK) | COMMON | 58933Y105 | $119.6K | 2,575,329 | 0.0% |
| Edwards Lifescience(EW) | COMMON | 28176E108 | $118.2K | 1,758,637 | 0.0% |
| Onyx Pharmaceuticals | COMMON | 683399109 | $117.7K | 1,356,043 | 0.0% |
| Immunogen Inc(IMGNEUR) | COMMON | 45253H101 | $106.5K | 6,418,984 | 0.0% |
| Illumina Inc(ILMN) | COMMON | 452327109 | $100.2K | 1,338,389 | 0.0% |
| Celgene Corp(CELG) | COMMON | 151020104 | $92.9K | 793,936 | 0.0% |
| Ariad Pharmaceutical | COMMON | 04033A100 | $92.6K | 5,292,682 | 0.0% |
| Amgen Inc(AMGN) | COMMON | 031162100 | $88.8K | 900,519 | 0.0% |
| Allergan Inc | COMMON | 018490102 | $88.3K | 1,047,777 | 0.0% |
| Perrigo Co | COMMON | 714290103 | $71.8K | 593,725 | 0.0% |
| ELI Lilly & Co(LLY) | COMMON | 532457108 | $63.3K | 1,288,250 | 0.0% |
| Regeneron Pharmctcls(REGN) | COMMON | 75886F107 | $61.8K | 274,666 | 0.0% |
| Heartware Intl Inc | COMMON | 422368100 | $57.6K | 605,947 | 0.0% |
| Varian MED SYS Inc(VAREUR) | COMMON | 92220P105 | $57.0K | 844,345 | 0.0% |
| Hologic Inc(HOLX) | COMMON | 436440101 | $51.3K | 2,656,554 | 0.0% |
| Nxstage Medical | COMMON | 67072V103 | $50.8K | 3,555,725 | 0.0% |
| Ironwood Pharmaceucl(IRWD) | COM CL A | 46333X108 | $50.5K | 5,090,047 | 0.0% |
| Alexion Pharm Inc(ALXN) | COMMON | 015351109 | $47.2K | 512,108 | 0.0% |
| Shire PLC | SP ADR | 82481R106 | $46.8K | 492,333 | 0.0% |
| Thermo Fisher SCI(TMO) | COMMON | 883556102 | $43.0K | 507,800 | 0.0% |
| Pharmacyclics Inc | COMMON | 716933106 | $38.7K | 487,224 | 0.0% |
| Dexcom Inc(DXCM) | COMMON | 252131107 | $36.4K | 1,623,049 | 0.0% |
| NPS Pharmaceuticals | COMMON | 62936P103 | $34.8K | 2,302,428 | 0.0% |
| Covidien PLC | SHS | G2554F113 | $29.7K | 472,532 | 0.0% |
| Portola Pharmaceutic | COMMON | 737010108 | $27.9K | 1,134,038 | 0.0% |
| Halozyme Therapeutic(HALO) | COMMON | 40637H109 | $25.9K | 3,260,962 | 0.0% |
| United Therapeutics(UTHR) | COMMON | 91307C102 | $21.1K | 321,032 | 0.0% |
| Sequenom Inc | COM NEW | 817337405 | $17.3K | 4,103,868 | 0.0% |
| DR Reddys Labs LTD(RDY) | ADR | 256135203 | $16.6K | 438,440 | 0.0% |
| Viropharma Inc | COMMON | 928241108 | $16.0K | 559,724 | 0.0% |
| Teva Pharmaceutical(TEVA) | ADR | 881624209 | $16.0K | 407,749 | 0.0% |
| Thoratec Labs Corp | COMMON | 885175307 | $14.7K | 470,118 | 0.0% |
| Clovis Oncology(CLVSEUR) | COMMON | 189464100 | $14.2K | 212,700 | 0.0% |
| Seattle Genetics Inc | COMMON | 812578102 | $13.3K | 421,769 | 0.0% |
| Sagent Pharmaceuti | COMMON | 786692103 | $12.8K | 610,056 | 0.0% |
| Momenta Pharmaceutic(MNTA) | COMMON | 60877T100 | $12.7K | 846,196 | 0.0% |
| Achillion Pharma(ACHNEUR) | COMMON | 00448Q201 | $12.4K | 1,514,700 | 0.0% |
| Forest Labs Inc | COMMON | 345838106 | $11.6K | 283,075 | 0.0% |