Q4 2014 Holdings
Filed 2015-02-17 | 46 holdings | $133.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $117.7M | 1,302,197 | 88.3% |
| Align Technology Inc(ALGN) | COM | 016255101 | $13.1M | 234,300 | 9.8% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $991.0K | 123,686 | 0.7% |
| United Therapeutics Corp del(UTHR) | COM | 91307C102 | $181.7K | 1,403,128 | 0.1% |
| Auxilium Pharmaceuticals Inc | COM | 05334D107 | $169.0K | 4,915,931 | 0.1% |
| Cubist Pharmaceuticals Inc | COM | 229678107 | $131.2K | 1,303,668 | 0.1% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $117.8K | 2,102,857 | 0.1% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $93.6K | 2,460,124 | 0.1% |
| Cyberonics Inc | COM | 23251P102 | $89.5K | 1,608,101 | 0.1% |
| Amag Pharmaceuticals Inc(AMAG) | COM | 00163U106 | $85.0K | 1,994,200 | 0.1% |
| Anacor Pharmaceuticals Inc | COM | 032420101 | $81.3K | 2,521,822 | 0.1% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $71.6K | 4,625,648 | 0.1% |
| Wright MED Group Inc | COM | 98235T107 | $54.8K | 2,039,751 | 0.0% |
| Vanda Pharmaceuticals Inc(VNDA) | COM | 921659108 | $54.2K | 3,786,908 | 0.0% |
| NPS Pharmaceuticals Inc | COM | 62936P103 | $42.6K | 1,190,263 | 0.0% |
| Kythera Biopharmaceuticals I | COM | 501570105 | $38.9K | 1,121,884 | 0.0% |
| Sequenom Inc | COM NEW | 817337405 | $36.7K | 9,925,742 | 0.0% |
| Celladon Corp | COM | 15117E107 | $27.4K | 1,403,800 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $24.1K | 215,500 | 0.0% |
| Staar Surgical Co(STAA) | COM PAR $0.01 | 852312305 | $24.0K | 2,629,622 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $22.1K | 234,600 | 0.0% |
| Shire PLC | SPONSORED ADR | 82481R106 | $18.2K | 85,600 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $17.5K | 1,455,176 | 0.0% |
| Alimera Sciences Inc | COM | 016259103 | $16.7K | 3,013,793 | 0.0% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $16.3K | 1,956,376 | 0.0% |
| Medivation Inc | COM | 58501N101 | $16.1K | 161,300 | 0.0% |
| Ariad Pharmaceuticals Inc | COM | 04033A100 | $15.3K | 2,231,717 | 0.0% |
| Prothena Corp PLC(PRTA) | SHS | G72800108 | $14.4K | 691,218 | 0.0% |
| Acelrx Pharmaceuticals Inc(ACRXUSD) | COM | 00444T100 | $14.3K | 2,128,539 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $13.8K | 26,050 | 0.0% |
| Rigel Pharmaceuticals Inc(RIGLUSD) | COM NEW | 766559603 | $11.8K | 5,176,319 | 0.0% |
| Orexigen Therapeutics Inc | COM | 686164104 | $11.7K | 1,931,324 | 0.0% |
| Zeltiq Aesthetics Inc | COM | 98933Q108 | $11.0K | 394,486 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $10.7K | 391,276 | 0.0% |
| Salix Pharmaceuticals Inc | COM | 795435106 | $8.8K | 76,700 | 0.0% |
| Thoratec Corp | COM NEW | 885175307 | $8.7K | 268,861 | 0.0% |
| QLT Inc | COM | 746927102 | $7.0K | 1,733,208 | 0.0% |
| Histogenics Corp | COM | 43358V109 | $5.0K | 454,545 | 0.0% |
| Xoma Corp del | COM | 98419J107 | $2.9K | 794,500 | 0.0% |
| Biospecifics Technologies Co(BSTC) | COM | 090931106 | $1.9K | 50,436 | 0.0% |
| Hyperion Therapeutics Inc | COM | 44915N101 | $1.5K | 62,700 | 0.0% |
| Intrexon Corp | COM | 46122T102 | $1.2K | 43,700 | 0.0% |
| Aveo Pharmaceuticals Inc(AVEOEUR) | COM | 053588109 | $562 | 669,449 | 0.0% |
| Nxstage Medical Inc | COM | 67072V103 | $362 | 20,200 | 0.0% |
| Mallinckrodt PUB LTD Co | SHS | G5785G107 | $355 | 3,588 | 0.0% |
| Sophiris BIO Inc | COM NEW | 83578Q209 | $103 | 191,600 | 0.0% |