Q2 2019 Holdings
Filed 2019-08-14 | 92 holdings | $85.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alnylam Pharmaceuticals(ALNY) | COM | 02043Q107 | $29.2M | 402,641 | 34.2% |
| Collegium Pharmaceutical(COLL) | COM | 19459J104 | $15.4M | 1,174,847 | 18.1% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $13.1M | 153,101 | 15.4% |
| Atricure Inc(ATRC) | COM | 04963C209 | $11.6M | 387,224 | 13.5% |
| Boston Scientific(BSX) | COM | 101137107 | $9.7M | 226,576 | 11.4% |
| Agios Pharmaceuticals(AGIO) | COM | 00847X104 | $4.0M | 80,000 | 4.7% |
| Beigene Limited(ONC) | SPONSORED ADR | 07725L102 | $1.4M | 11,227 | 1.6% |
| Cytomx Therapeutics(CTMX) | COM | 23284F105 | $113.0K | 10,058 | 0.1% |
| Shockwave Medical(SWAVUSD) | COM | 82489T104 | $48.5K | 849,811 | 0.1% |
| Corvus Pharmaceuticals(CRVS) | COM | 221015100 | $47.0K | 12,594 | 0.1% |
| Amicus Therapeutics(FOLD) | COM | 03152W109 | $41.5K | 3,324,623 | 0.0% |
| Apellis Pharmaceuticals(APLS) | COM | 03753U106 | $37.8K | 1,489,957 | 0.0% |
| Array Biopharma Inc(ARRYEUR) | COM | 04269X105 | $36.8K | 794,868 | 0.0% |
| Teladoc Health(TDOC) | COM | 87918A105 | $34.1K | 513,166 | 0.0% |
| Aerie Pharmaceuticals(AERIEUR) | COM | 00771V108 | $28.3K | 956,036 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $26.9K | 398,040 | 0.0% |
| Tandem Diabetes Care(TNDM) | COM | 875372203 | $20.6K | 319,866 | 0.0% |
| PTC Therapeutics I(PTCT) | COM | 69366J200 | $20.3K | 450,638 | 0.0% |
| RA Pharmaceuticals | COM | 74933V108 | $20.0K | 665,713 | 0.0% |
| Portola Pharmaceuticals | COM | 737010108 | $19.6K | 721,556 | 0.0% |
| Sarepta Therapeutics(SRPT) | COM | 803607100 | $17.8K | 117,097 | 0.0% |
| Novartis AG(NVSN) | SPONSORED ADR | 66987V109 | $16.7K | 182,646 | 0.0% |
| Hill-Rom Hlds Inc(HRC) | COM | 431475102 | $16.6K | 158,799 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $15.7K | 362,927 | 0.0% |
| LA Jolla Pharmaceutical(LJPC) | COM | 503459604 | $15.3K | 1,657,171 | 0.0% |
| Wright MED Group N V | ORD SHS | N96617118 | $15.2K | 511,173 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $14.0K | 166,800 | 0.0% |
| Fibrogen Inc(FGENEUR) | COM | 31572Q808 | $13.7K | 302,660 | 0.0% |
| R1 RCM Inc | COM | 749397105 | $13.6K | 1,078,872 | 0.0% |
| Allergan PLC | SHS | G0177J108 | $13.1K | 78,300 | 0.0% |
| Vocera Communications | COM | 92857F107 | $12.2K | 381,604 | 0.0% |
| Global Blood Therapeutics | COM | 37890U108 | $11.9K | 226,241 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $11.8K | 106,665 | 0.0% |
| Assembly Biosciences | COM | 045396108 | $11.4K | 847,696 | 0.0% |
| Acceleron Pharma(XLRN) | COM | 00434H108 | $11.1K | 269,396 | 0.0% |
| Evolent Health Inc(EVH) | COM | 30050B101 | $10.8K | 1,358,352 | 0.0% |
| Stemline Therapeutics | COM | 85858C107 | $10.2K | 666,158 | 0.0% |
| HMS Holdings Corp(HMSY) | COM | 40425J101 | $10.1K | 311,278 | 0.0% |
| Bristol Myers Squibb(BMY) | COM | 110122108 | $9.7K | 214,697 | 0.0% |
| Alexion Pharm Inc(ALXN) | COM | 015351109 | $9.6K | 73,199 | 0.0% |
| Viewray Inc(VRAYQ) | COM | 92672L107 | $9.4K | 1,071,265 | 0.0% |
| Albireo Pharma Inc(BDQM) | COM | 01345P106 | $7.8K | 242,978 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $7.5K | 76,851 | 0.0% |
| Cigna Corp(CI) | COM | 125523100 | $7.5K | 47,313 | 0.0% |
| Inspire MED SYS Inc(INSP) | COM | 457730109 | $7.3K | 120,900 | 0.0% |
| Obseva SA | COM | H5861P103 | $7.3K | 643,151 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $7.0K | 83,198 | 0.0% |
| Forty Seven Inc(FTSVEUR) | COM | 34983P104 | $7.0K | 656,651 | 0.0% |
| Vertex Pharmaceuticals(VRTX) | COM | 92532F100 | $6.9K | 37,771 | 0.0% |
| Irhythm Technologies(IRTC) | COM | 450056106 | $6.8K | 86,600 | 0.0% |