Q2 2015 Holdings
Filed 2015-08-14 | 45 holdings | $231.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $227.1M | 1,660,092 | 98.0% |
| Align Technology Inc(ALGN) | COM | 016255101 | $1.7M | 27,757 | 0.8% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $831.0K | 123,686 | 0.4% |
| United Therapeutics Corp del(UTHR) | COM | 91307C102 | $250.5K | 1,439,928 | 0.1% |
| Anacor Pharmaceuticals Inc | COM | 032420101 | $240.3K | 3,103,027 | 0.1% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $211.0K | 2,401,117 | 0.1% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $180.3K | 2,742,305 | 0.1% |
| Amag Pharmaceuticals Inc(AMAG) | COM | 00163U106 | $151.4K | 2,192,141 | 0.1% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $115.6K | 4,733,601 | 0.0% |
| Thoratec Corp | COM NEW | 885175307 | $114.1K | 2,560,303 | 0.0% |
| Kythera Biopharmaceuticals I | COM | 501570105 | $97.2K | 1,290,292 | 0.0% |
| Endo Intl PLC | SHS | G30401106 | $68.9K | 864,604 | 0.0% |
| Wright MED Group Inc | COM | 98235T107 | $54.0K | 2,056,251 | 0.0% |
| Vanda Pharmaceuticals Inc(VNDA) | COM | 921659108 | $49.5K | 3,897,408 | 0.0% |
| Karyopharm Therapeutics Inc(KPTIEUR) | COM | 48576U106 | $47.1K | 1,731,530 | 0.0% |
| Prothena Corp PLC(PRTA) | SHS | G72800108 | $36.7K | 695,918 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $35.1K | 299,500 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $33.2K | 1,455,176 | 0.0% |
| Sequenom Inc | COM NEW | 817337405 | $30.5K | 10,023,842 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $30.3K | 262,200 | 0.0% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $27.9K | 1,974,376 | 0.0% |
| Staar Surgical Co(STAA) | COM PAR $0.01 | 852312305 | $25.5K | 2,642,922 | 0.0% |
| Cyberonics Inc | COM | 23251P102 | $24.5K | 412,000 | 0.0% |
| Shire PLC | SPONSORED ADR | 82481R106 | $23.7K | 98,300 | 0.0% |
| Medivation Inc | COM | 58501N101 | $20.6K | 180,300 | 0.0% |
| Ariad Pharmaceuticals Inc | COM | 04033A100 | $18.5K | 2,231,717 | 0.0% |
| Heartware Intl Inc | COM | 422368100 | $17.7K | 243,868 | 0.0% |
| Zeltiq Aesthetics Inc | COM | 98933Q108 | $16.8K | 568,436 | 0.0% |
| Rigel Pharmaceuticals Inc(RIGLUSD) | COM NEW | 766559603 | $16.6K | 5,176,319 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $15.7K | 32,350 | 0.0% |
| Alimera Sciences Inc | COM | 016259103 | $13.9K | 3,013,793 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $11.7K | 392,676 | 0.0% |
| Orexigen Therapeutics Inc | COM | 686164104 | $9.6K | 1,931,324 | 0.0% |
| Acelrx Pharmaceuticals Inc(ACRXUSD) | COM | 00444T100 | $9.1K | 2,135,739 | 0.0% |
| Idera Pharmaceuticals Inc | COM NEW | 45168K306 | $4.6K | 1,226,748 | 0.0% |
| Xoma Corp del | COM | 98419J107 | $3.1K | 799,000 | 0.0% |
| Histogenics Corp | COM | 43358V109 | $2.9K | 454,545 | 0.0% |
| Sunesis Pharmaceuticals Inc | COM NEW | 867328601 | $2.7K | 906,263 | 0.0% |
| Biospecifics Technologies Co(BSTC) | COM | 090931106 | $2.6K | 50,436 | 0.0% |
| Intrexon Corp | COM | 46122T102 | $2.3K | 47,100 | 0.0% |
| Epizyme Inc(EPZMEUR) | COM | 29428V104 | $1.5K | 61,265 | 0.0% |
| Alcobra LTD | SHS | M2239P109 | $1.0K | 156,588 | 0.0% |
| Dicerna Pharmaceuticals Inc(DRNAUSD) | COM | 253031108 | $986 | 70,706 | 0.0% |
| Mallinckrodt PUB LTD Co | SHS | G5785G107 | $422 | 3,588 | 0.0% |
| Sophiris BIO Inc | COM NEW | 83578Q209 | $150 | 191,600 | 0.0% |