Q1 2014 Holdings
Filed 2014-05-15 | 39 holdings | $54.8M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2014-05-16) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $50.9M | 745,687 | 92.9% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $2.3M | 247,186 | 4.3% |
| Align Technology Inc(ALGN)A | COM | 016255101 | $403.0K | 7,788 | 0.7% |
| Intermune Inc | COM | 45884X103 | $147.9K | 4,418,662 | 0.3% |
| Auxilium Pharmaceuticals Inc | COM | 05334D107 | $131.6K | 4,842,031 | 0.2% |
| Cyberonics Inc | COM | 23251P102 | $111.7K | 1,711,730 | 0.2% |
| United Therapeutics Corp del(UTHR) | COM | 91307C102 | $103.5K | 1,101,028 | 0.2% |
| Cubist Pharmaceuticals Inc | COM | 229678107 | $100.2K | 1,369,211 | 0.2% |
| Questcor Pharmaceuticals Inc | COM | 74835Y101 | $62.9K | 969,495 | 0.1% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $57.3K | 2,202,289 | 0.1% |
| Vanda Pharmaceuticals Inc(VNDA) | COM | 921659108 | $52.3K | 3,215,424 | 0.1% |
| Staar Surgical Co(STAA) | COM PAR $0.01 | 852312305 | $48.8K | 2,593,653 | 0.1% |
| Kythera Biopharmaceuticals I | COM | 501570105 | $36.0K | 905,259 | 0.1% |
| Anacor Pharmaceuticals Inc | COM | 032420101 | $31.5K | 1,572,078 | 0.1% |
| Amag Pharmaceuticals Inc(AMAG) | COM | 00163U106 | $31.2K | 1,614,536 | 0.1% |
| Alimera Sciences Inc | COM | 016259103 | $28.7K | 3,634,984 | 0.1% |
| Ariad Pharmaceuticals Inc | COM | 04033A100 | $27.9K | 3,458,624 | 0.1% |
| Sequenom Inc | COM NEW | 817337405 | $24.0K | 9,788,442 | 0.0% |
| Prothena Corp PLC(PRTA) | SHS | G72800108 | $20.4K | 532,918 | 0.0% |
| Rigel Pharmaceuticals Inc(RIGLUSD) | COM NEW | 766559603 | $20.1K | 5,169,301 | 0.0% |
| Celladon Corp | COM | 15117E107 | $17.8K | 1,491,500 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $15.3K | 1,314,976 | 0.0% |
| NPS Pharmaceuticals Inc | COM | 62936P103 | $13.0K | 435,200 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $12.9K | 186,900 | 0.0% |
| QLT Inc | COM | 746927102 | $11.3K | 2,041,043 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $11.0K | 777,676 | 0.0% |
| Orexigen Therapeutics Inc | COM | 686164104 | $10.8K | 1,669,024 | 0.0% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $8.2K | 3,971,576 | 0.0% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $6.0K | 316,699 | 0.0% |
| Spectrum Pharmaceuticals Inc | COM | 84763A108 | $3.2K | 402,285 | 0.0% |
| Revance Therapeutics Inc(RVNCEUR) | COM | 761330109 | $2.9K | 91,669 | 0.0% |
| Aveo Pharmaceuticals Inc(AVEOEUR) | COM | 053588109 | $2.1K | 1,429,174 | 0.0% |
| Hyperion Therapeutics Inc | COM | 44915N101 | $1.6K | 62,700 | 0.0% |
| Xoma Corp del | COM | 98419J107 | $1.3K | 256,100 | 0.0% |
| Geron Corp(GERN) | COM | 374163103 | $1.1K | 507,300 | 0.0% |
| Sophiris BIO Inc | COM NEW | 83578Q209 | $975 | 292,900 | 0.0% |
| Celgene Corp(CELG)A | COM | 151020104 | $362 | 2,590 | 0.0% |
| Shire PLCA | SPONSORED ADR | 82481R106 | $267 | 1,800 | 0.0% |
| Gilead Sciences Inc(GILD)A | COM | 375558103 | $255 | 3,600 | 0.0% |