Q3 2018 Holdings
Filed 2018-11-14 | 168 holdings | $108.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alnylam Pharmaceuticals(ALNY) | COM | 02043Q107 | $33.6M | 384,041 | 31.0% |
| Collegium Pharmaceutical(COLL) | COM | 19459J104 | $29.3M | 1,989,455 | 27.1% |
| Biomarin Pharmaceutical(BMRN) | COM | 09061G101 | $17.9M | 184,695 | 16.5% |
| Boston Scientific(BSX) | COM | 101137107 | $9.7M | 251,376 | 8.9% |
| Atricure Inc(ATRC) | COM | 04963C209 | $8.8M | 250,824 | 8.1% |
| Agios Pharmaceutics(AGIO) | COM | 00847X104 | $4.3M | 56,207 | 4.0% |
| Beigene Limited(ONC) | SP ADR | 07725L102 | $1.7M | 9,927 | 1.6% |
| Biogen Inc(BIIB) | COM | 09062X103 | $587.0K | 1,662 | 0.5% |
| Coherus Biosciences(CHRS) | COM | 19249H103 | $462.0K | 27,987 | 0.4% |
| Cerus Corp(CERS) | COM | 157085101 | $437.0K | 60,576 | 0.4% |
| Amneal Pharmaceuticals(AMRX) | COM | 03168L105 | $201.0K | 9,040 | 0.2% |
| Cytomx Therapeutics(CTMX) | COM | 23284F105 | $186.0K | 10,058 | 0.2% |
| Cytokinetics Inc(CYTK) | COM | 23282W605 | $153.0K | 15,582 | 0.1% |
| Corvus Pharmaceuticals(CRVS) | COM | 221015100 | $108.0K | 12,594 | 0.1% |
| Amicus Therapeutics(FOLD) | COM | 03152W109 | $58.8K | 4,867,290 | 0.1% |
| Aerie Pharmaceuticals(AERIEUR) | COM | 00771V108 | $47.9K | 777,470 | 0.0% |
| Apellis Pharmaceuticaks(APLS) | COM | 03753U106 | $36.2K | 2,038,516 | 0.0% |
| LA Jolla Pharmaceutical(LJPC) | COM | 503459604 | $33.2K | 1,648,772 | 0.0% |
| Array Biopharma Inc(ARRYEUR) | COM | 04269X105 | $31.8K | 2,094,167 | 0.0% |
| Teladoc Health(TDOC) | COM | 87918A105 | $26.9K | 311,821 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $25.1K | 281,012 | 0.0% |
| K2m Group Holdings | COM | 48273J107 | $24.8K | 906,741 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $20.6K | 261,050 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $20.5K | 266,140 | 0.0% |
| Portola Pharmaceuticals | COM | 737010108 | $19.8K | 744,607 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $19.8K | 449,926 | 0.0% |
| Novartis AG(NVSN) | SP ADR | 66987V109 | $19.6K | 227,146 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $19.2K | 139,280 | 0.0% |
| Adamas Pharmaceuticals(ADMSEUR) | COM | 00548A106 | $18.1K | 903,424 | 0.0% |
| Acceleron Pharma(XLRN) | COM | 00434H108 | $17.1K | 298,726 | 0.0% |
| Immunomedics Inc(IMMU) | COM | 452907108 | $16.1K | 771,307 | 0.0% |
| Evolent Health Inc(EVH) | COM | 30050B101 | $16.0K | 564,203 | 0.0% |
| Unitedhealth GRP Inc(UNH) | COM | 91324P102 | $15.4K | 57,805 | 0.0% |
| Bristol Myers Squibb(BMY) | COM | 110122108 | $14.9K | 240,697 | 0.0% |
| Vertex Pharmaceuticals(VRTX) | COM | 92532F100 | $14.8K | 76,846 | 0.0% |
| Irhythm Technologies(IRTC) | COM | 450056106 | $13.7K | 144,700 | 0.0% |
| Clovis Oncology(CLVSEUR) | COM | 189464100 | $13.0K | 443,397 | 0.0% |
| Wright MED Group N V | ORD SHS | N96617118 | $13.0K | 447,572 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $12.9K | 28,668 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $12.9K | 130,851 | 0.0% |
| Hill-Rom Hlds Inc(HRC) | COM | 431475102 | $12.6K | 133,337 | 0.0% |
| Alexion Pharm Inc(ALXN) | COM | 015351109 | $12.3K | 88,399 | 0.0% |
| Unum Therapeutics | COM | 903214104 | $10.8K | 1,046,945 | 0.0% |
| Insulet Corp(PODD) | COM | 45784P101 | $10.2K | 96,360 | 0.0% |
| Obseva SA | COM | H5861P103 | $10.2K | 564,692 | 0.0% |
| Alder Biopharmaceuticals(ALDR1EUR) | COM | 014339105 | $10.2K | 609,612 | 0.0% |
| Viewray Inc(VRAYQ) | COM | 92672L107 | $9.9K | 1,056,164 | 0.0% |
| Cigna Corp | COM | 125509109 | $9.7K | 46,530 | 0.0% |
| PTC Therapeutics(PTCT) | COM | 69366J200 | $9.6K | 204,237 | 0.0% |
| Global Blood Therapeutics | COM | 37890U108 | $9.0K | 238,041 | 0.0% |