Q3 2014 Holdings
Filed 2014-11-13 | 43 holdings | $103.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $91.2M | 1,264,397 | 87.8% |
| Align Technology Inc(ALGN) | COM | 016255101 | $11.0M | 213,100 | 10.6% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $435.0K | 123,686 | 0.4% |
| United Therapeutics Corp del(UTHR) | COM | 91307C102 | $167.1K | 1,298,828 | 0.2% |
| Auxilium Pharmaceuticals Inc | COM | 05334D107 | $144.9K | 4,854,631 | 0.1% |
| Cubist Pharmaceuticals Inc | COM | 229678107 | $122.3K | 1,843,688 | 0.1% |
| Cyberonics Inc | COM | 23251P102 | $82.9K | 1,621,101 | 0.1% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $78.1K | 1,721,757 | 0.1% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $60.3K | 2,429,524 | 0.1% |
| Anacor Pharmaceuticals Inc | COM | 032420101 | $51.8K | 2,116,665 | 0.0% |
| Amag Pharmaceuticals Inc(AMAG) | COM | 00163U106 | $51.5K | 1,614,536 | 0.0% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $50.8K | 3,892,199 | 0.0% |
| NPS Pharmaceuticals Inc | COM | 62936P103 | $44.2K | 1,699,562 | 0.0% |
| Kythera Biopharmaceuticals I | COM | 501570105 | $36.1K | 1,102,181 | 0.0% |
| Vanda Pharmaceuticals Inc(VNDA) | COM | 921659108 | $34.1K | 3,283,124 | 0.0% |
| Sequenom Inc | COM NEW | 817337405 | $29.1K | 9,810,442 | 0.0% |
| Staar Surgical Co(STAA) | COM PAR $0.01 | 852312305 | $27.6K | 2,599,553 | 0.0% |
| Wright MED Group Inc | COM | 98235T107 | $25.2K | 832,729 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $17.8K | 167,500 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $16.5K | 1,455,176 | 0.0% |
| Shire PLC | SPONSORED ADR | 82481R106 | $16.5K | 63,700 | 0.0% |
| Alimera Sciences Inc | COM | 016259103 | $16.5K | 3,040,260 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $16.3K | 171,600 | 0.0% |
| Celladon Corp | COM | 15117E107 | $15.2K | 1,457,200 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $15.1K | 777,676 | 0.0% |
| Prothena Corp PLC(PRTA) | SHS | G72800108 | $14.9K | 673,818 | 0.0% |
| Medivation Inc | COM | 58501N101 | $12.9K | 130,100 | 0.0% |
| Ariad Pharmaceuticals Inc | COM | 04033A100 | $12.1K | 2,231,717 | 0.0% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $11.6K | 1,956,376 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $10.7K | 23,250 | 0.0% |
| Rigel Pharmaceuticals Inc(RIGLUSD) | COM NEW | 766559603 | $10.0K | 5,180,101 | 0.0% |
| Acelrx Pharmaceuticals Inc(ACRXUSD) | COM | 00444T100 | $8.9K | 1,622,654 | 0.0% |
| QLT Inc | COM | 746927102 | $8.3K | 1,846,075 | 0.0% |
| Orexigen Therapeutics Inc | COM | 686164104 | $8.2K | 1,931,324 | 0.0% |
| Zeltiq Aesthetics Inc | COM | 98933Q108 | $6.4K | 284,249 | 0.0% |
| Xoma Corp del | COM | 98419J107 | $2.6K | 624,900 | 0.0% |
| Geron Corp(GERN) | COM | 374163103 | $2.3K | 1,161,400 | 0.0% |
| Hyperion Therapeutics Inc | COM | 44915N101 | $1.6K | 62,700 | 0.0% |
| Revance Therapeutics Inc(RVNCEUR) | COM | 761330109 | $1.6K | 80,369 | 0.0% |
| Biospecifics Technologies Co(BSTC) | COM | 090931106 | $1.2K | 35,336 | 0.0% |
| Aveo Pharmaceuticals Inc(AVEOEUR) | COM | 053588109 | $1.1K | 958,026 | 0.0% |
| Sophiris BIO Inc | COM NEW | 83578Q209 | $858 | 292,900 | 0.0% |
| Mallinckrodt PUB LTD Co | SHS | G5785G107 | $323 | 3,588 | 0.0% |