Q1 2018 Holdings
Filed 2018-05-15 | 68 holdings | $84.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biomarin Pharmac Inc(BMRN) | COMMON | 09061G101 | $32.3M | 397,903 | 38.3% |
| Collegium Pharmaceutical(COLL) | COMMON | 19459J104 | $31.6M | 1,236,534 | 37.5% |
| Acadia Pharmaceuticals(ACAD) | COMMON | 004225108 | $17.6M | 783,424 | 20.9% |
| Accuray Inc(ARAY) | COMMON | 004397105 | $1.9M | 384,547 | 2.3% |
| Amicus Therapeutics(FOLD) | COMMON | 03152W109 | $51.2K | 3,405,541 | 0.1% |
| Apellis Pharmaceutic(APLS) | COMMON | 03753U106 | $36.4K | 1,647,692 | 0.0% |
| LA Jolla Pharmaceutical(LJPC) | COMMON | 503459604 | $33.6K | 1,128,219 | 0.0% |
| Aerie Pharmaceuticals(AERIEUR) | COMMON | 00771V108 | $29.2K | 538,618 | 0.0% |
| Novartis AG(NVSN) | SP ADR | 66987V109 | $28.7K | 355,296 | 0.0% |
| Pfizer Inc(PFE) | COMMON | 717081103 | $28.5K | 804,274 | 0.0% |
| Johnson & Johnson(JNJ) | COMMON | 478160104 | $28.3K | 220,948 | 0.0% |
| Celgene Corp(CELG) | COMMON | 151020104 | $27.3K | 306,130 | 0.0% |
| Teladoc Inc(TDOC) | COMMON | 87918A105 | $26.1K | 646,828 | 0.0% |
| Sarepta Therapeutics(SRPT) | COMMON | 803607100 | $24.3K | 327,698 | 0.0% |
| Exact Sciences Corp(EXAS) | COMMON | 30063P105 | $23.2K | 574,049 | 0.0% |
| K2m Group Holdings | COMMON | 48273J107 | $23.1K | 1,221,160 | 0.0% |
| Abiomed Inc(ABMDEUR) | COMMON | 003654100 | $22.4K | 76,817 | 0.0% |
| Unitedhealth GRP Inc(UNH) | COMMON | 91324P102 | $19.7K | 92,203 | 0.0% |
| Edwards Lifescience(EW) | COMMON | 28176E108 | $18.1K | 129,959 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $18.0K | 224,600 | 0.0% |
| Abbott Labs(ABT) | COMMON | 002824100 | $17.6K | 294,299 | 0.0% |
| Clovis Oncology(CLVSEUR) | COMMON | 189464100 | $16.9K | 320,799 | 0.0% |
| Array Biopharma Inc(ARRYEUR) | COMMON | 04269X105 | $16.8K | 1,031,650 | 0.0% |
| Portola Pharmaceuticals | COMMON | 737010108 | $16.3K | 498,412 | 0.0% |
| Gilead Sciences Inc(GILD) | COMMON | 375558103 | $15.5K | 205,000 | 0.0% |
| ELI Lilly & Co(LLY) | COMMON | 532457108 | $14.1K | 182,100 | 0.0% |
| Tesaro Inc | COMMON | 881569107 | $12.9K | 225,260 | 0.0% |
| PRA Health Science(PRAH) | COMMON | 69354M108 | $12.5K | 150,560 | 0.0% |
| Unum Therapeutics | COM USD | 903214104 | $12.0K | 1,081,545 | 0.0% |
| PTC Therapeutics(PTCT) | COMMON | 69366J200 | $11.9K | 437,934 | 0.0% |
| Alder Biopharmaceutical(ALDR1EUR) | COMMON | 014339105 | $11.0K | 863,600 | 0.0% |
| Alexion Pharm Inc(ALXN) | COMMON | 015351109 | $10.7K | 96,000 | 0.0% |
| Nektar Therapeutics(NKTREUR) | COMMON | 640268108 | $10.5K | 98,914 | 0.0% |
| Glaukos Corp(GKOS) | COMMON | 377322102 | $10.1K | 329,199 | 0.0% |
| Cigna Corp | COMMON | 125509109 | $9.9K | 59,237 | 0.0% |
| Irhythm Technologies(IRTC) | COMMON | 450056106 | $9.9K | 157,600 | 0.0% |
| Bristol Myers Squibb(BMY) | COMMON | 110122108 | $9.7K | 153,200 | 0.0% |
| Esperion Therapeutics(ESPR) | COMMON | 29664W105 | $9.6K | 132,468 | 0.0% |
| Neurocrine Biosciences(NBIX) | COMMON | 64125C109 | $9.2K | 111,402 | 0.0% |
| Global Blood Therapeutics | COMMON | 37890U108 | $9.0K | 186,994 | 0.0% |
| Molina Healthcare(MOH) | COMMON | 60855R100 | $8.8K | 108,070 | 0.0% |
| Acceleron Pharma(XLRN) | COMMON | 00434H108 | $8.8K | 224,226 | 0.0% |
| Nevro Corp(NVROEUR) | COMMON | 64157F103 | $8.4K | 97,400 | 0.0% |
| Adamas Pharmaceuti(ADMSEUR) | COMMON | 00548A106 | $8.4K | 351,320 | 0.0% |
| Insulet Corp(PODD) | COMMON | 45784P101 | $8.2K | 94,509 | 0.0% |
| Hill-Rom Hlds Inc(HRC) | COMMON | 431475102 | $7.7K | 88,200 | 0.0% |
| Viewray Inc(VRAYQ) | COMMON | 92672L107 | $7.3K | 1,139,863 | 0.0% |
| Vertex Pharmaceuticals(VRTX) | COMMON | 92532F100 | $6.8K | 41,915 | 0.0% |
| Integra Lifescience(IART) | COMMON | 457985208 | $6.8K | 123,198 | 0.0% |
| Incyte Corporation(INCY) | COMMON | 45337C102 | $6.6K | 79,245 | 0.0% |