Q4 2018 Holdings
Filed 2019-02-12 | 104 holdings | $92.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alnylam Pharmacuetcl(ALNY) | COMMON | 02043Q107 | $36.1M | 495,341 | 39.1% |
| Collegium Pharmaceut(COLL) | COMMON | 19459J104 | $19.9M | 1,156,934 | 21.5% |
| Atricure Inc(ATRC) | COMMON | 04963C209 | $10.9M | 355,728 | 11.8% |
| Boston Scientific(BSX) | COMMON | 101137107 | $8.5M | 241,876 | 9.3% |
| Biomarin Pharmac Inc(BMRN) | COMMON | 09061G101 | $7.8M | 91,621 | 8.5% |
| Biogen Inc(BIIB) | COMMON | 09062X103 | $5.5M | 18,301 | 6.0% |
| Beigene Limited(ONC) | SP ADR | 07725L102 | $2.1M | 14,927 | 2.3% |
| Cerus Corp(CERS) | COMMON | 157085101 | $307.0K | 60,576 | 0.3% |
| Coherus Biosciences(CHRS) | COMMON | 19249H103 | $253.0K | 27,987 | 0.3% |
| Cytomx Therapeutic(CTMX) | COMMON | 23284F105 | $152.0K | 10,058 | 0.2% |
| Cytokinetics Inc(CYTK) | COMMON | 23282W605 | $98.0K | 15,582 | 0.1% |
| Amicus Therapeutics(FOLD) | COMMON | 03152W109 | $48.3K | 5,036,590 | 0.1% |
| Corvus Pharmaceuti(CRVS) | COMMON | 221015100 | $46.0K | 12,594 | 0.0% |
| Aerie Pharmaceutic(AERIEUR) | COMMON | 00771V108 | $40.9K | 1,133,954 | 0.0% |
| Teladoc Health(TDOC) | COMMON | 87918A105 | $31.3K | 632,075 | 0.0% |
| Array Biopharma Inc(ARRYEUR) | COMMON | 04269X105 | $30.9K | 2,165,767 | 0.0% |
| Apellis Pharmaceutic(APLS) | COMMON | 03753U106 | $28.6K | 2,168,115 | 0.0% |
| Gilead Sciences Inc(GILD) | COMMON | 375558103 | $26.6K | 424,890 | 0.0% |
| Celgene Corp(CELG) | COMMON | 151020104 | $25.4K | 397,012 | 0.0% |
| Immunomedics Inc(IMMU) | COMMON | 452907108 | $18.6K | 1,301,305 | 0.0% |
| Pfizer Inc(PFE) | COMMON | 717081103 | $18.6K | 425,326 | 0.0% |
| Novartis AG(NVSN) | ADR | 66987V109 | $18.3K | 213,446 | 0.0% |
| LA Jolla Pharmacls(LJPC) | COMMON | 503459604 | $16.6K | 1,759,171 | 0.0% |
| Portola Pharmaceutic | COMMON | 737010108 | $16.1K | 823,607 | 0.0% |
| RA Pharmaceuticals | COMMON | 74933V108 | $14.6K | 799,612 | 0.0% |
| Wright MED Group N V | ORD SHS | N96617118 | $14.5K | 534,472 | 0.0% |
| Hill-Rom Hlds Inc(HRC) | COMMON | 431475102 | $14.2K | 160,199 | 0.0% |
| Bristol Myers Squibb(BMY) | COMMON | 110122108 | $13.4K | 257,197 | 0.0% |
| Cigna Corp(CI) | COMMON | 125523100 | $12.7K | 67,119 | 0.0% |
| ELI Lilly & Co(LLY) | COMMON | 532457108 | $12.1K | 104,166 | 0.0% |
| Evolent Health Inc(EVH) | COMMON | 30050B101 | $11.7K | 588,902 | 0.0% |
| Global Blood Thera | COMMON | 37890U108 | $11.6K | 282,541 | 0.0% |
| Unitedhealth GRP Inc(UNH) | COMMON | 91324P102 | $10.9K | 43,806 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $10.7K | 117,451 | 0.0% |
| Vocera Communicati | COMMON | 92857F107 | $10.4K | 264,421 | 0.0% |
| Adamas Pharmaceuti(ADMSEUR) | COMMON | 00548A106 | $9.7K | 1,133,924 | 0.0% |
| Acceleron Pharma(XLRN) | COMMON | 00434H108 | $9.2K | 211,726 | 0.0% |
| R1 RCM Inc | COMMON | 749397105 | $8.5K | 1,070,498 | 0.0% |
| Exact Sciences Corp(EXAS) | COMMON | 30063P105 | $8.5K | 134,150 | 0.0% |
| Intec Pharma LTD JER | SHS | M53644106 | $8.3K | 1,106,175 | 0.0% |
| PTC Therapeutics I(PTCT) | COMMON | 69366J200 | $8.0K | 233,536 | 0.0% |
| Tandem Diabetes Care(TNDM) | COMMON | 875372203 | $7.7K | 203,067 | 0.0% |
| Insulet Corp(PODD) | COMMON | 45784P101 | $7.6K | 96,360 | 0.0% |
| Abiomed Inc(ABMDEUR) | COMMON | 003654100 | $7.3K | 22,427 | 0.0% |
| Viewray Inc(VRAYQ) | COMMON | 92672L107 | $7.3K | 1,200,564 | 0.0% |
| Obseva SA | COMMON | H5861P103 | $7.1K | 564,692 | 0.0% |
| Abbott Labs(ABT) | COMMON | 002824100 | $7.1K | 97,598 | 0.0% |
| Irhythm Technologies(IRTC) | COMMON | 450056106 | $6.8K | 97,400 | 0.0% |
| Savara Inc(SVRA) | COMMON | 805111101 | $6.4K | 846,500 | 0.0% |
| Seattle Genetics Inc | COMMON | 812578102 | $6.3K | 112,029 | 0.0% |