Q3 2019 Holdings
Filed 2019-11-14 | 63 holdings | $57.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alnylam Pharmacuetcl(ALNY) | COM | 02043Q107 | $14.8M | 184,341 | 26.0% |
| Atricure Inc(ATRC) | COM | 04963C209 | $11.2M | 447,455 | 19.6% |
| Collegium Pharmaceut(COLL) | COM | 19459J104 | $10.4M | 905,247 | 18.2% |
| Biomarin Pharmac Inc(BMRN) | COM | 09061G101 | $9.6M | 141,801 | 16.8% |
| Boston Scientific(BSX) | COM | 101137107 | $9.0M | 222,176 | 15.9% |
| Agios Pharmaceutic(AGIO) | COM | 00847X104 | $1.5M | 45,400 | 2.6% |
| Teladoc Health(TDOC) | COM | 87918A105 | $35.6K | 525,511 | 0.1% |
| Amicus Therapeutics(FOLD) | COM | 03152W109 | $27.6K | 3,441,922 | 0.0% |
| Tandem Diabetes Care(TNDM) | COM | 875372203 | $25.5K | 432,815 | 0.0% |
| Apellis Pharmaceutic(APLS) | COM | 03753U106 | $24.0K | 996,983 | 0.0% |
| Wright MED Group N V | ORD SHS | N96617118 | $21.9K | 1,063,872 | 0.0% |
| Aerie Pharmaceutic(AERIEUR) | COM | 00771V108 | $21.0K | 1,091,534 | 0.0% |
| Shockwave Medical(SWAVUSD) | COM | 82489T104 | $17.2K | 573,434 | 0.0% |
| Inspire MED SYS Inc(INSP) | COM | 457730109 | $16.1K | 263,100 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $15.7K | 246,940 | 0.0% |
| Portola Pharmaceutic | COM | 737010108 | $14.7K | 546,489 | 0.0% |
| Bristol Myers Squibb(BMY) | COM | 110122108 | $14.2K | 280,597 | 0.0% |
| Irhythm Technologies(IRTC) | COM | 450056106 | $13.9K | 187,750 | 0.0% |
| Novartis AG(NVSN) | SPONSORED ADR | 66987V109 | $12.8K | 147,846 | 0.0% |
| PTC Therapeutics I(PTCT) | COM | 69366J200 | $12.8K | 377,238 | 0.0% |
| Fibrogen Inc(FGENEUR) | COM | 31572Q808 | $12.3K | 333,460 | 0.0% |
| Immunomedics Inc(IMMU) | COM | 452907108 | $12.1K | 909,822 | 0.0% |
| Vocera Communicati | COM | 92857F107 | $11.8K | 478,728 | 0.0% |
| Global Blood Thera | COM | 37890U108 | $11.7K | 241,040 | 0.0% |
| Evolent Health Inc(EVH) | COM | 30050B101 | $11.4K | 1,585,752 | 0.0% |
| RA Pharmaceuticals | COM | 74933V108 | $10.7K | 451,247 | 0.0% |
| LA Jolla Pharmacls(LJPC) | COM | 503459604 | $10.2K | 1,158,271 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $9.9K | 117,600 | 0.0% |
| Cigna Corp(CI) | COM | 125523100 | $9.5K | 62,413 | 0.0% |
| Hill-Rom Hlds Inc(HRC) | COM | 431475102 | $9.3K | 88,099 | 0.0% |
| Zimmer Biomet Hlds(ZBH) | COM | 98956P102 | $9.1K | 66,598 | 0.0% |
| Acceleron Pharma(XLRN) | COM | 00434H108 | $9.0K | 227,596 | 0.0% |
| R1 RCM Inc | COM | 749397105 | $8.8K | 989,572 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $7.9K | 72,651 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $7.3K | 87,198 | 0.0% |
| Assembly Biosciences | COM | 045396108 | $7.1K | 719,896 | 0.0% |
| Stemline Therapeut | COM | 85858C107 | $7.1K | 677,759 | 0.0% |
| Tabula Rasa Health | COM | 873379101 | $6.6K | 120,600 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $6.6K | 183,528 | 0.0% |
| Sarepta Therapeutics(SRPT) | COM | 803607100 | $6.4K | 84,398 | 0.0% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $6.2K | 55,765 | 0.0% |
| Obseva SA | COM | H5861P103 | $5.4K | 643,151 | 0.0% |
| Thermo Fisher SCI(TMO) | COM | 883556102 | $5.3K | 18,200 | 0.0% |
| Forty Seven Inc(FTSVEUR) | COM | 34983P104 | $5.2K | 814,414 | 0.0% |
| Change Healthcare in(CHNGUSD) | COM | 15912K100 | $4.9K | 405,750 | 0.0% |
| Evelo Biosciences | COM | 299734103 | $4.5K | 732,582 | 0.0% |
| Viewray Inc(VRAYQ) | COM | 92672L107 | $3.6K | 1,240,865 | 0.0% |
| Alexion Pharm Inc(ALXN) | COM | 015351109 | $3.6K | 36,699 | 0.0% |
| Meiragtx Hldings PLC(MGTX) | COM | G59665102 | $3.3K | 205,306 | 0.0% |
| Albireo Pharma Inc(BDQM) | COM | 01345P106 | $2.9K | 147,211 | 0.0% |