Q4 2014 Holdings
Filed 2015-02-17 | 32 holdings | $24.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biogen Idec Inc(BIIB) | COM | 09062X103 | $12.8M | 37,800 | 52.7% |
| Conmed Corp(CNMD) | COM | 207410101 | $11.2M | 248,900 | 46.0% |
| Sanofi(SNY) | SPONSORED ADR | 80105N105 | $32.2K | 705,112 | 0.1% |
| Mylan Inc | COM | 628530107 | $26.1K | 463,300 | 0.1% |
| Community Health SYS Inc New(CYH) | COM | 203668108 | $23.5K | 435,100 | 0.1% |
| Valeant Pharmaceuticals Intl | COM | 91911K102 | $21.5K | 150,300 | 0.1% |
| Actavis PLC | SHS | G0083B108 | $18.4K | 71,600 | 0.1% |
| Teva Pharmaceutical Inds LTD(TEVA) | ADR | 881624209 | $13.3K | 230,897 | 0.1% |
| Magellan Health Inc | COM NEW | 559079207 | $12.5K | 208,500 | 0.1% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $12.0K | 781,800 | 0.0% |
| Concert Pharmaceuticals Inc(CNCEEUR) | COM | 206022105 | $11.5K | 866,200 | 0.0% |
| Covidien PLC | SHS | G2554F113 | $10.8K | 105,862 | 0.0% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $10.5K | 677,600 | 0.0% |
| Salix Pharmaceuticals Inc | COM | 795435106 | $9.8K | 85,400 | 0.0% |
| Intercept Pharmaceuticals in(ICPTUSD) | COM | 45845P108 | $9.7K | 61,900 | 0.0% |
| Xenoport Inc | COM | 98411C100 | $9.5K | 1,088,700 | 0.0% |
| Orthofix Intl N V | COM | N6748L102 | $9.2K | 306,898 | 0.0% |
| Five Prime Therapeutics Inc(FPRX) | COM | 33830X104 | $9.0K | 332,474 | 0.0% |
| Nevro Corp(NVROEUR) | COM | 64157F103 | $8.2K | 212,503 | 0.0% |
| Medivation Inc | COM | 58501N101 | $7.9K | 79,500 | 0.0% |
| Retrophin Inc | COM | 761299106 | $7.8K | 635,700 | 0.0% |
| Repros Therapeutics Inc | COM NEW | 76028H209 | $7.6K | 764,406 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $7.0K | 583,716 | 0.0% |
| Sagent Pharmaceuticals Inc | COM | 786692103 | $6.7K | 268,300 | 0.0% |
| Corium Intl Inc | COM | 21887L107 | $6.2K | 1,012,420 | 0.0% |
| Acelrx Pharmaceuticals Inc(ACRXUSD) | COM | 00444T100 | $6.1K | 906,781 | 0.0% |
| Rigel Pharmaceuticals Inc(RIGLUSD) | COM NEW | 766559603 | $4.8K | 2,117,987 | 0.0% |
| Foamix Pharmaceuticals LTD | SHS | M46135105 | $3.6K | 512,649 | 0.0% |
| Bluebird BIO Inc | COM | 09609G100 | $3.5K | 37,700 | 0.0% |
| Biota Pharmaceutials Inc | COM | 090694100 | $3.2K | 1,407,700 | 0.0% |
| Syneron Medical LTD | ORD SHS | M87245102 | $2.8K | 301,100 | 0.0% |
| Enanta Pharmaceuticals Inc(ENTA) | COM | 29251M106 | $2.2K | 44,117 | 0.0% |