Q1 2019 Holdings
Filed 2019-05-14 | 106 holdings | $84.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alnylam Pharmacuetcl(ALNY) | COM | 02043Q107 | $36.5M | 391,041 | 43.3% |
| Collegium Pharmaceut(COLL) | COM | 19459J104 | $14.1M | 934,334 | 16.8% |
| Atricure Inc(ATRC) | COM | 04963C209 | $10.5M | 393,123 | 12.5% |
| Boston Scientific(BSX) | COM | 101137107 | $9.3M | 241,876 | 11.0% |
| Biomarin Pharmac Inc(BMRN) | COM | 09061G101 | $7.1M | 80,321 | 8.5% |
| Agios Pharmaceutic(AGIO) | COM | 00847X104 | $4.0M | 60,000 | 4.8% |
| Beigene Limited(ONC) | SP ADR | 07725L102 | $1.4M | 10,927 | 1.7% |
| Centene Corp del(CNC) | COM | 15135B101 | $222.0K | 4,180 | 0.3% |
| Cytokinetics Inc(CYTK) | COM | 23282W605 | $126.0K | 15,582 | 0.1% |
| Cytomx Therapeutic(CTMX) | COM | 23284F105 | $108.0K | 10,058 | 0.1% |
| Corvus Pharmaceuti(CRVS) | COM | 221015100 | $51.0K | 12,594 | 0.1% |
| Amicus Therapeutics(FOLD) | COM | 03152W109 | $46.2K | 3,394,623 | 0.1% |
| Aerie Pharmaceutic(AERIEUR) | COM | 00771V108 | $39.9K | 839,954 | 0.0% |
| Apellis Pharmaceutic(APLS) | COM | 03753U106 | $33.7K | 1,727,829 | 0.0% |
| Teladoc Health(TDOC) | COM | 87918A105 | $32.9K | 591,481 | 0.0% |
| Shockwave Medical(SWAVUSD) | COM | 82489T104 | $28.4K | 849,811 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $28.4K | 436,140 | 0.0% |
| Array Biopharma Inc(ARRYEUR) | COM | 04269X105 | $22.2K | 909,968 | 0.0% |
| Portola Pharmaceutic | COM | 737010108 | $21.1K | 609,357 | 0.0% |
| Novartis AG(NVSN) | SP ADR | 66987V109 | $19.6K | 204,046 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $17.8K | 419,126 | 0.0% |
| PTC Therapeutics I(PTCT) | COM | 69366J200 | $17.4K | 463,137 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $17.0K | 179,700 | 0.0% |
| Hill-Rom Hlds Inc(HRC) | COM | 431475102 | $16.8K | 158,799 | 0.0% |
| Wright MED Group N V | ORD SHS | N96617118 | $15.8K | 501,272 | 0.0% |
| RA Pharmaceuticals | COM | 74933V108 | $15.4K | 686,513 | 0.0% |
| Sarepta Therapeutics(SRPT) | COM | 803607100 | $15.3K | 128,098 | 0.0% |
| Evolent Health Inc(EVH) | COM | 30050B101 | $15.2K | 1,204,402 | 0.0% |
| Global Blood Thera | COM | 37890U108 | $14.5K | 273,341 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $14.5K | 111,465 | 0.0% |
| Assembly Biosciences | COM | 045396108 | $14.1K | 715,798 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $13.7K | 164,700 | 0.0% |
| Acceleron Pharma(XLRN) | COM | 00434H108 | $12.5K | 269,396 | 0.0% |
| Allergan PLC | SHS | G0177J108 | $12.4K | 84,900 | 0.0% |
| Vocera Communicati | COM | 92857F107 | $12.1K | 381,579 | 0.0% |
| LA Jolla Pharmacls(LJPC) | COM | 503459604 | $11.3K | 1,759,171 | 0.0% |
| R1 RCM Inc | COM | 749397105 | $10.5K | 1,087,098 | 0.0% |
| Bristol Myers Squibb(BMY) | COM | 110122108 | $10.4K | 218,697 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $9.5K | 103,951 | 0.0% |
| Insulet Corp(PODD) | COM | 45784P101 | $8.6K | 90,860 | 0.0% |
| Tandem Diabetes Care(TNDM) | COM | 875372203 | $8.6K | 135,667 | 0.0% |
| Unitedhealth GRP Inc(UNH) | COM | 91324P102 | $8.5K | 34,488 | 0.0% |
| Viewray Inc(VRAYQ) | COM | 92672L107 | $8.3K | 1,123,264 | 0.0% |
| Obseva SA | COM | H5861P103 | $8.0K | 628,692 | 0.0% |
| Albireo Pharma Inc(BDQM) | COM | 01345P106 | $7.8K | 242,978 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $7.8K | 97,598 | 0.0% |
| Stemline Therapeut | COM | 85858C107 | $7.7K | 596,058 | 0.0% |
| Forty Seven Inc(FTSVEUR) | COM | 34983P104 | $7.5K | 466,502 | 0.0% |
| HMS Holdings Corp(HMSY) | COM | 40425J101 | $7.5K | 254,557 | 0.0% |
| Unum Therapeutics | COM | 903214104 | $7.0K | 1,587,437 | 0.0% |