Q1 2014 Holdings
Filed 2014-05-15 | 28 holdings | $18.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biogen Idec Inc(BIIB) | COM | 09062X103 | $11.3M | 36,976 | 62.2% |
| Accuray Inc(ARAY) | COM | 004397105 | $6.6M | 686,569 | 36.2% |
| Dexcom Inc(DXCM) | COM | 252131107 | $28.9K | 698,835 | 0.2% |
| Alkermes PLC(ALKS) | SHS | G01767105 | $20.4K | 462,853 | 0.1% |
| Monsanto Co New | COM | 61166W101 | $18.4K | 162,131 | 0.1% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $15.8K | 268,087 | 0.1% |
| United Therapeutics Corp del(UTHR) | COM | 91307C102 | $15.7K | 166,725 | 0.1% |
| Athenahealth Inc | COM | 04685W103 | $13.1K | 81,916 | 0.1% |
| Insulet Corp(PODD) | COM | 45784P101 | $12.8K | 270,717 | 0.1% |
| Allergan Inc | COM | 018490102 | $12.0K | 96,627 | 0.1% |
| Mallinckrodt PUB LTD Co | SHS | G5785G107 | $11.5K | 181,966 | 0.1% |
| Zeltiq Aesthetics Inc | COM | 98933Q108 | $11.5K | 586,065 | 0.1% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $11.3K | 74,111 | 0.1% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $10.4K | 360,761 | 0.1% |
| Universal Hlth Svcs Inc(UHS) | CL B | 913903100 | $10.2K | 123,759 | 0.1% |
| HCA Holdings Inc(HCA) | COM | 40412C101 | $10.1K | 193,226 | 0.1% |
| Incyte Corp(INCY) | COM | 45337C102 | $9.8K | 182,192 | 0.1% |
| Cyberonics Inc | COM | 23251P102 | $9.3K | 142,636 | 0.1% |
| West Pharmaceutical Svsc Inc(WST) | COM | 955306105 | $9.2K | 208,801 | 0.1% |
| Luminex Corp del | COM | 55027E102 | $9.1K | 501,923 | 0.1% |
| Tandem Diabetes Care Inc | COM | 875372104 | $8.1K | 368,263 | 0.0% |
| Unilife Corp New | COM | 90478E103 | $7.6K | 1,859,185 | 0.0% |
| Enzymotec LTD | SHS | M4059L101 | $7.2K | 327,962 | 0.0% |
| Healthsouth Corp | COM NEW | 421924309 | $6.9K | 192,639 | 0.0% |
| Nuvasive Inc(NUVAGBP) | COM | 670704105 | $6.3K | 163,675 | 0.0% |
| Furiex Pharmaceuticals Inc | COM | 36106P101 | $6.1K | 69,960 | 0.0% |
| Integra Lifesciences Hldgs C(IART) | COM NEW | 457985208 | $5.9K | 129,042 | 0.0% |
| Intrexon Corp | COM | 46122T102 | $5.9K | 223,037 | 0.0% |