Q2 2015 Holdings
Filed 2015-08-14 | 38 holdings | $582.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nevro Corp(NVROEUR) | COM | 64157F103 | $54.1K | 1,006,479 | 9.3% |
| Teva Pharmaceutical Inds LTD(TEVA) | ADR | 881624209 | $51.9K | 877,497 | 8.9% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $51.3K | 422,900 | 8.8% |
| ST Jude MED Inc | COM | 790849103 | $41.1K | 562,700 | 7.1% |
| Perrigo Co PLC(PRGO) | SHS | G97822103 | $36.6K | 198,100 | 6.3% |
| Concert Pharmaceuticals Inc(CNCEEUR) | COM | 206022105 | $23.2K | 1,557,534 | 4.0% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $20.8K | 146,900 | 3.6% |
| Healthways Inc | COM | 422245100 | $17.3K | 1,440,503 | 3.0% |
| Receptos Inc | COM | 756207106 | $17.1K | 89,800 | 2.9% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $16.9K | 228,400 | 2.9% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $16.7K | 171,400 | 2.9% |
| Mylan N V | SHS EURO | N59465109 | $15.9K | 233,784 | 2.7% |
| Esperion Therapeutics Inc NE(ESPR) | COM | 29664W105 | $12.6K | 153,900 | 2.2% |
| Mimedx Group Inc(MDXG) | COM | 602496101 | $12.5K | 1,080,559 | 2.2% |
| Cigna Corporation | COM | 125509109 | $12.4K | 76,300 | 2.1% |
| Syneron Medical LTD | ORD SHS | M87245102 | $12.1K | 1,141,700 | 2.1% |
| Orthofix Intl N V | COM | N6748L102 | $11.9K | 360,001 | 2.0% |
| Kindred Healthcare Inc | COM | 494580103 | $11.7K | 576,876 | 2.0% |
| Dyax Corp | COM | 26746E103 | $11.7K | 440,433 | 2.0% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $11.3K | 464,307 | 1.9% |
| Corium Intl Inc | COM | 21887L107 | $11.1K | 813,085 | 1.9% |
| Sagent Pharmaceuticals Inc | COM | 786692103 | $11.0K | 453,392 | 1.9% |
| Xenoport Inc | COM | 98411C100 | $10.6K | 1,722,100 | 1.8% |
| Tandem Diabetes Care Inc | COM | 875372104 | $9.3K | 859,549 | 1.6% |
| Aetna Inc New | COM | 00817Y108 | $8.4K | 66,000 | 1.4% |
| Express Scripts Hldg Co | COM | 30219G108 | $8.3K | 93,300 | 1.4% |
| Achillion Pharmaceuticals in(ACHNEUR) | COM | 00448Q201 | $7.8K | 876,000 | 1.3% |
| Pharmerica Corp | COM | 71714F104 | $7.6K | 229,214 | 1.3% |
| Foamix Pharmaceuticals LTD | SHS | M46135105 | $7.3K | 707,449 | 1.2% |
| Retrophin Inc | COM | 761299106 | $6.9K | 209,500 | 1.2% |
| Intersect ENT Inc | COM | 46071F103 | $6.7K | 233,757 | 1.1% |
| Intra Cellular Therapies Inc(ITCIEUR) | COM | 46116X101 | $5.2K | 161,300 | 0.9% |
| Allergan PLC | PFD CONV SER A | G0177J116 | $5.1K | 4,900 | 0.9% |
| Alliqua Biomedical Inc | COM NEW | 019621200 | $4.3K | 819,600 | 0.7% |
| Rigel Pharmaceuticals Inc(RIGLUSD) | COM NEW | 766559603 | $3.8K | 1,176,487 | 0.6% |
| Acelrx Pharmaceuticals Inc(ACRXUSD) | COM | 00444T100 | $3.4K | 798,381 | 0.6% |
| Biota Pharmaceutials Inc | COM | 090694100 | $3.3K | 1,617,500 | 0.6% |
| Spectranetics Corp | COM | 84760C107 | $3.2K | 140,400 | 0.6% |