Q4 2013 Holdings
Filed 2014-02-13 | 34 holdings | $54.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biomarin Pharmaceuticals, Inc(BMRN) | COM | 09061G101 | $52.1M | 741,087 | 95.4% |
| Cytokinetics Inc.(CYTK) | COM | 23282W605 | $1.5M | 232,808 | 2.8% |
| Cyberonics, Inc. | COM | 23251P102 | $127.7K | 1,951,581 | 0.2% |
| United Therapeutics Corp(UTHR) | COM | 91307C102 | $123.9K | 1,095,428 | 0.2% |
| Auxilium Pharmaceuticals, Inc. | COM | 05334D107 | $101.2K | 4,883,879 | 0.2% |
| Cubist Pharmaceuticals, Inc. | COM | 229678107 | $92.0K | 1,336,136 | 0.2% |
| Abiomed Inc.(ABMDEUR) | COM | 003654100 | $71.9K | 2,687,347 | 0.1% |
| Intermune Inc. | COM | 45884X103 | $56.3K | 3,819,606 | 0.1% |
| Questcor Pharmaceuticals, Inc. | COM | 74835Y101 | $52.5K | 963,995 | 0.1% |
| Staar Surgical Company(STAA) | COM | 852312305 | $52.0K | 3,214,253 | 0.1% |
| Amag Pharmaceuticals, Inc.(AMAG) | COM | 00163U106 | $42.8K | 1,761,332 | 0.1% |
| Vanda Pharmaceutical Inc.(VNDA) | COM | 921659108 | $40.2K | 3,238,624 | 0.1% |
| Kythera BioPharm CMN | COM | 501570105 | $33.6K | 900,559 | 0.1% |
| Anacor Pharmaceuticals, Inc. | COM | 032420101 | $26.9K | 1,603,278 | 0.0% |
| Ariad Pharmaceuticals, Inc. | COM | 04033A100 | $23.5K | 3,441,324 | 0.0% |
| Sequenom Inc. | COM | 817337405 | $22.0K | 9,394,627 | 0.0% |
| Momenta Pharmaceuticals, Inc.(MNTA) | COM | 60877T100 | $20.5K | 1,157,276 | 0.0% |
| Alimera Sciences, Inc. | COM | 016259103 | $17.1K | 3,634,984 | 0.0% |
| Rigel Pharmaceuticals Inc.(RIGLUSD) | COM | 766559603 | $14.9K | 5,217,001 | 0.0% |
| ViroPharma Incorporated | COM | 928241108 | $14.5K | 290,916 | 0.0% |
| Prothena Corp PLC(PRTA) | COM | G72800108 | $14.3K | 537,418 | 0.0% |
| NPS Pharmaceuticals | COM | 62936P103 | $13.3K | 439,100 | 0.0% |
| QLT Inc. | COM | 746927102 | $11.4K | 2,053,311 | 0.0% |
| Clovis Oncology Inc.(CLVSEUR) | COM | 189464100 | $11.3K | 186,900 | 0.0% |
| Amicus Therapeutics, Inc.(FOLD) | COM | 03152W109 | $9.4K | 4,008,576 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $9.2K | 785,776 | 0.0% |
| Insmed, Inc.(INSM) | COM | 457669307 | $5.0K | 292,199 | 0.0% |
| Spectrum Pharmaceuticals Inc. | COM | 84763A108 | $3.6K | 402,285 | 0.0% |
| Aveo Pharmaceuticals, Inc.(AVEOEUR) | COM | 053588109 | $2.6K | 1,429,174 | 0.0% |
| Xoma Ltd. | COM | 98419J107 | $1.7K | 256,100 | 0.0% |
| Hyperion Therapeutics | COM | 44915N101 | $1.3K | 62,700 | 0.0% |
| Sophiris Bio Inc | COM | 83578Q209 | $1.1K | 292,900 | 0.0% |
| Align Technology, Inc. | COM | 162551014 | $445 | 7,788 | 0.0% |
| Celgene Corp.(CELG) | COM | 151020104 | $438 | 2,590 | 0.0% |