Q2 2014 Holdings
Filed 2014-08-14 | 42 holdings | $68.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $57.0M | 915,587 | 82.9% |
| Align Technology Inc(ALGN) | COM | 016255101 | $9.9M | 176,788 | 14.4% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $591.0K | 123,686 | 0.9% |
| Intermune Inc | COM | 45884X103 | $226.7K | 5,134,058 | 0.3% |
| United Therapeutics Corp del(UTHR) | COM | 91307C102 | $107.4K | 1,213,828 | 0.2% |
| Cyberonics Inc | COM | 23251P102 | $107.1K | 1,715,430 | 0.2% |
| Cubist Pharmaceuticals Inc | COM | 229678107 | $106.6K | 1,526,916 | 0.2% |
| Auxilium Pharmaceuticals Inc | COM | 05334D107 | $97.4K | 4,854,631 | 0.1% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $55.5K | 2,207,489 | 0.1% |
| Vanda Pharmaceuticals Inc(VNDA) | COM | 921659108 | $52.4K | 3,240,424 | 0.1% |
| Staar Surgical Co(STAA) | COM PAR $0.01 | 852312305 | $43.7K | 2,599,553 | 0.1% |
| Sequenom Inc | COM NEW | 817337405 | $38.0K | 9,810,442 | 0.1% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $37.9K | 915,321 | 0.1% |
| Kythera Biopharmaceuticals I | COM | 501570105 | $36.5K | 949,959 | 0.1% |
| Amag Pharmaceuticals Inc(AMAG) | COM | 00163U106 | $33.5K | 1,614,536 | 0.0% |
| Anacor Pharmaceuticals Inc | COM | 032420101 | $29.5K | 1,661,612 | 0.0% |
| Celladon Corp | COM | 15117E107 | $23.5K | 1,468,300 | 0.0% |
| Alimera Sciences Inc | COM | 016259103 | $21.7K | 3,634,984 | 0.0% |
| Questcor Pharmaceuticals Inc | COM | 74835Y101 | $20.3K | 218,995 | 0.0% |
| NPS Pharmaceuticals Inc | COM | 62936P103 | $20.1K | 609,300 | 0.0% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $19.2K | 962,101 | 0.0% |
| Rigel Pharmaceuticals Inc(RIGLUSD) | COM NEW | 766559603 | $18.8K | 5,180,101 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $17.6K | 1,455,176 | 0.0% |
| Shire PLC | SPONSORED ADR | 82481R106 | $15.0K | 63,700 | 0.0% |
| Ariad Pharmaceuticals Inc | COM | 04033A100 | $14.5K | 2,275,603 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $13.3K | 155,180 | 0.0% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $13.3K | 3,971,576 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $13.2K | 777,676 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $12.8K | 154,400 | 0.0% |
| Allergan Inc | COM | 018490102 | $12.5K | 73,900 | 0.0% |
| Prothena Corp PLC(PRTA) | SHS | G72800108 | $12.0K | 534,018 | 0.0% |
| Orexigen Therapeutics Inc | COM | 686164104 | $11.9K | 1,931,324 | 0.0% |
| QLT Inc | COM | 746927102 | $11.7K | 1,887,208 | 0.0% |
| Medivation Inc | COM | 58501N101 | $9.5K | 122,900 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $7.6K | 18,400 | 0.0% |
| Geron Corp(GERN) | COM | 374163103 | $4.0K | 1,259,500 | 0.0% |
| Revance Therapeutics Inc(RVNCEUR) | COM | 761330109 | $3.1K | 91,669 | 0.0% |
| Xoma Corp del | COM | 98419J107 | $2.9K | 624,900 | 0.0% |
| Aveo Pharmaceuticals Inc(AVEOEUR) | COM | 053588109 | $2.2K | 1,200,800 | 0.0% |
| Hyperion Therapeutics Inc | COM | 44915N101 | $1.6K | 62,700 | 0.0% |
| Sophiris BIO Inc | COM NEW | 83578Q209 | $656 | 292,900 | 0.0% |
| Biospecifics Technologies Co(BSTC) | COM | 090931106 | $302 | 11,184 | 0.0% |