Q4 2017 Holdings
Filed 2018-02-13 | 67 holdings | $101.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Acadia Pharmaceuticals(ACAD) | COMMON | 004225108 | $34.1M | 1,131,722 | 33.5% |
| Collegium Pharmaceutical(COLL) | COMMON | 19459J104 | $26.3M | 1,426,862 | 25.9% |
| Biomarin Pharmac Inc(BMRN) | COMMON | 09061G101 | $23.1M | 258,503 | 22.6% |
| Abbvie Inc(ABBV) | COMMON | 00287Y109 | $8.2M | 85,298 | 8.1% |
| Acadia Healthcare(ACHC) | COMMON | 00404A109 | $4.1M | 126,602 | 4.1% |
| Agios Pharmaceuticals(AGIO) | COMMON | 00847X104 | $2.7M | 47,799 | 2.7% |
| Accuray Inc(ARAY) | COMMON | 004397105 | $2.6M | 595,447 | 2.5% |
| Amicus Therapeutics(FOLD) | COMMON | 03152W109 | $41.0K | 2,850,769 | 0.0% |
| Apellis Pharmaceutic(APLS) | COMMON | 03753U106 | $38.0K | 1,752,655 | 0.0% |
| Novartis AG(NVSN) | SPNS AD | 66987V109 | $31.5K | 375,496 | 0.0% |
| Pfizer Inc(PFE) | COMMON | 717081103 | $31.5K | 870,074 | 0.0% |
| Acceleron Pharma(XLRN) | COMMON | 00434H108 | $30.2K | 712,356 | 0.0% |
| Johnson & Johnson(JNJ) | COMMON | 478160104 | $29.9K | 214,349 | 0.0% |
| LA Jolla Pharmaceutical(LJPC) | COMMON | 503459604 | $27.5K | 854,301 | 0.0% |
| Portola Pharmaceuticals | COMMON | 737010108 | $26.1K | 536,414 | 0.0% |
| Celgene Corp(CELG) | COMMON | 151020104 | $24.2K | 231,830 | 0.0% |
| Teladoc Inc(TDOC) | COMMON | 87918A105 | $23.8K | 681,628 | 0.0% |
| Aerie Pharmaceuticals(AERIEUR) | COMMON | 00771V108 | $22.0K | 368,797 | 0.0% |
| Abbott Labs(ABT) | COMMON | 002824100 | $21.9K | 382,909 | 0.0% |
| K2m Group Holdings | COMMON | 48273J107 | $21.0K | 1,164,412 | 0.0% |
| Unitedhealth Group Inc(UNH) | COMMON | 91324P102 | $18.3K | 82,904 | 0.0% |
| Edwards Lifescience(EW) | COMMON | 28176E108 | $17.8K | 158,100 | 0.0% |
| Global Blood Therapeutics | COMMON | 37890U108 | $17.4K | 441,768 | 0.0% |
| Abiomed Inc(ABMDEUR) | COMMON | 003654100 | $15.9K | 84,774 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COMMON | 75886F107 | $14.8K | 39,316 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $14.7K | 181,610 | 0.0% |
| ELI Lilly & Co(LLY) | COMMON | 532457108 | $13.9K | 164,200 | 0.0% |
| Cigna Corp | COMMON | 125509109 | $13.7K | 67,615 | 0.0% |
| Sarepta Therapeutics(SRPT) | COMMON | 803607100 | $13.3K | 238,999 | 0.0% |
| Loxo Oncology Inc | COMMON | 548862101 | $12.8K | 152,185 | 0.0% |
| Clovis Oncology(CLVSEUR) | COMMON | 189464100 | $12.4K | 182,600 | 0.0% |
| Neurocrine Biosciences(NBIX) | COMMON | 64125C109 | $11.0K | 142,302 | 0.0% |
| Irhythm Technologies(IRTC) | COMMON | 450056106 | $10.9K | 194,800 | 0.0% |
| Exact Sciences Corp(EXAS) | COMMON | 30063P105 | $10.1K | 192,450 | 0.0% |
| Viewray Inc(VRAYQ) | COMMON | 92672L107 | $8.8K | 947,306 | 0.0% |
| Nektar Therapeutics(NKTREUR) | COMMON | 640268108 | $7.0K | 117,815 | 0.0% |
| Momenta Pharmaceuticals(MNTA) | COMMON | 60877T100 | $7.0K | 500,298 | 0.0% |
| Prothena Corp PLC(PRTA) | SHS | G72800108 | $6.9K | 184,063 | 0.0% |
| Wright MED Group N V | ORD EUR | N96617118 | $6.8K | 307,972 | 0.0% |
| Insulet Corp(PODD) | COMMON | 45784P101 | $6.5K | 94,509 | 0.0% |
| Albireo Pharma Inc(BDQM) | COMMON | 01345P106 | $6.2K | 242,803 | 0.0% |
| PTC Therapeutics(PTCT) | COMMON | 69366J200 | $6.2K | 372,634 | 0.0% |
| Masimo Corp(MASI) | COMMON | 574795100 | $6.2K | 72,800 | 0.0% |
| Merck & Co Inc(MRK) | COMMON | 58933Y105 | $6.1K | 108,501 | 0.0% |
| Evolent Health Inc(EVH) | COMMON | 30050B101 | $6.1K | 491,982 | 0.0% |
| Integra Lifescience(IART) | COMMON | 457985208 | $5.9K | 123,198 | 0.0% |
| Hill-Rom Hlds Inc(HRC) | COMMON | 431475102 | $5.9K | 69,450 | 0.0% |
| Vertex Pharmaceuticals(VRTX) | COMMON | 92532F100 | $5.5K | 36,715 | 0.0% |
| Spark Therapeutics | COMMON | 84652J103 | $4.3K | 83,390 | 0.0% |
| Molina Healthcare(MOH) | COMMON | 60855R100 | $4.0K | 52,260 | 0.0% |