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 |
|---|---|---|---|---|---|
| Sierra Oncology Inc | COMMON | 82640U107 | $752 | 201,660 | 0.0% |
| DR Reddys Labs LTD(RDY) | ADR | 256135203 | $958 | 25,496 | 0.0% |
| ZAI LAB LTD(ZLAB) | ADR | 98887Q104 | $1.1K | 49,584 | 0.0% |
| Clementia Pharmaceuticals | COMMON | 185575107 | $1.4K | 75,313 | 0.0% |
| DBV Technologies | SPNS AD | 23306J101 | $1.5K | 60,298 | 0.0% |
| Puma Biotechnology(PBYI) | COMMON | 74587V107 | $1.5K | 15,050 | 0.0% |
| Esperion Therapeutics(ESPR) | COMMON | 29664W105 | $1.5K | 23,333 | 0.0% |
| Spring BK Pharmaceuticals | COMMON | 849431101 | $1.7K | 123,383 | 0.0% |
| Proteostasis Therapeutics | COMMON | 74373B109 | $1.7K | 300,000 | 0.0% |
| Intec Pharma LTD Jerusalem | SHS | M53644106 | $1.8K | 355,000 | 0.0% |
| Obseva SA | COMMON | H5861P103 | $2.1K | 211,407 | 0.0% |
| Savara Inc(SVRA) | COMMON | 805111101 | $2.4K | 160,000 | 0.0% |
| Insmed Inc(INSM) | COMMON | 457669307 | $2.8K | 90,199 | 0.0% |
| Sage Therapeutics(SG7) | COMMON | 78667J108 | $2.8K | 17,200 | 0.0% |
| Tesaro Inc | COMMON | 881569107 | $3.0K | 36,600 | 0.0% |
| Madrigal Pharmaceuticals(MDGL) | COMMON | 558868105 | $3.4K | 36,850 | 0.0% |
| Incyte Corporation(INCY) | COMMON | 45337C102 | $3.7K | 38,945 | 0.0% |
| Molina Healthcare(MOH) | COMMON | 60855R100 | $4.0K | 52,260 | 0.0% |
| Spark Therapeutics | COMMON | 84652J103 | $4.3K | 83,390 | 0.0% |
| Vertex Pharmaceuticals(VRTX) | COMMON | 92532F100 | $5.5K | 36,715 | 0.0% |
| Hill-Rom Hlds Inc(HRC) | COMMON | 431475102 | $5.9K | 69,450 | 0.0% |
| Integra Lifescience(IART) | COMMON | 457985208 | $5.9K | 123,198 | 0.0% |
| Evolent Health Inc(EVH) | COMMON | 30050B101 | $6.1K | 491,982 | 0.0% |
| Merck & Co Inc(MRK) | COMMON | 58933Y105 | $6.1K | 108,501 | 0.0% |
| Masimo Corp(MASI) | COMMON | 574795100 | $6.2K | 72,800 | 0.0% |
| PTC Therapeutics(PTCT) | COMMON | 69366J200 | $6.2K | 372,634 | 0.0% |
| Albireo Pharma Inc(BDQM) | COMMON | 01345P106 | $6.2K | 242,803 | 0.0% |
| Insulet Corp(PODD) | COMMON | 45784P101 | $6.5K | 94,509 | 0.0% |
| Wright MED Group N V | ORD EUR | N96617118 | $6.8K | 307,972 | 0.0% |
| Prothena Corp PLC(PRTA) | SHS | G72800108 | $6.9K | 184,063 | 0.0% |
| Momenta Pharmaceuticals(MNTA) | COMMON | 60877T100 | $7.0K | 500,298 | 0.0% |
| Nektar Therapeutics(NKTREUR) | COMMON | 640268108 | $7.0K | 117,815 | 0.0% |
| Viewray Inc(VRAYQ) | COMMON | 92672L107 | $8.8K | 947,306 | 0.0% |
| Exact Sciences Corp(EXAS) | COMMON | 30063P105 | $10.1K | 192,450 | 0.0% |
| Irhythm Technologies(IRTC) | COMMON | 450056106 | $10.9K | 194,800 | 0.0% |
| Neurocrine Biosciences(NBIX) | COMMON | 64125C109 | $11.0K | 142,302 | 0.0% |
| Clovis Oncology(CLVSEUR) | COMMON | 189464100 | $12.4K | 182,600 | 0.0% |
| Loxo Oncology Inc | COMMON | 548862101 | $12.8K | 152,185 | 0.0% |
| Sarepta Therapeutics(SRPT) | COMMON | 803607100 | $13.3K | 238,999 | 0.0% |
| Cigna Corp | COMMON | 125509109 | $13.7K | 67,615 | 0.0% |
| ELI Lilly & Co(LLY) | COMMON | 532457108 | $13.9K | 164,200 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $14.7K | 181,610 | 0.0% |
| Regeneron Pharmaceuticals(REGN) | COMMON | 75886F107 | $14.8K | 39,316 | 0.0% |
| Abiomed Inc(ABMDEUR) | COMMON | 003654100 | $15.9K | 84,774 | 0.0% |
| Global Blood Therapeutics | COMMON | 37890U108 | $17.4K | 441,768 | 0.0% |
| Edwards Lifescience(EW) | COMMON | 28176E108 | $17.8K | 158,100 | 0.0% |
| Unitedhealth Group Inc(UNH) | COMMON | 91324P102 | $18.3K | 82,904 | 0.0% |
| K2m Group Holdings | COMMON | 48273J107 | $21.0K | 1,164,412 | 0.0% |
| Abbott Labs(ABT) | COMMON | 002824100 | $21.9K | 382,909 | 0.0% |
| Aerie Pharmaceuticals(AERIEUR) | COMMON | 00771V108 | $22.0K | 368,797 | 0.0% |