Q3 2015 Holdings
Filed 2015-11-16 | 47 holdings | $179.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $175.5M | 1,666,492 | 97.6% |
| Align Technology Inc(ALGN) | COM | 016255101 | $1.6M | 27,757 | 0.9% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $827.0K | 123,686 | 0.5% |
| Anacor Pharmaceuticals Inc | COM | 032420101 | $303.6K | 2,579,154 | 0.2% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $285.9K | 3,108,808 | 0.2% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $262.2K | 2,827,005 | 0.1% |
| United Therapeutics Corp del(UTHR) | COM | 91307C102 | $200.0K | 1,524,254 | 0.1% |
| Amag Pharmaceuticals Inc(AMAG) | COM | 00163U106 | $110.3K | 2,777,392 | 0.1% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $88.6K | 4,768,800 | 0.0% |
| Kythera Biopharmaceuticals I | COM | 501570105 | $84.4K | 1,125,564 | 0.0% |
| Endo Intl PLC | SHS | G30401106 | $55.5K | 801,230 | 0.0% |
| Vanda Pharmaceuticals Inc(VNDA) | COM | 921659108 | $45.1K | 3,997,108 | 0.0% |
| Wright MED Group Inc | COM | 98235T107 | $43.2K | 2,056,251 | 0.0% |
| Karyopharm Therapeutics Inc(KPTIEUR) | COM | 48576U106 | $32.5K | 3,085,745 | 0.0% |
| Prothena Corp PLC(PRTA) | SHS | G72800108 | $31.6K | 695,918 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $31.1K | 316,900 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $29.3K | 270,800 | 0.0% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $27.6K | 1,974,376 | 0.0% |
| Epizyme Inc(EPZMEUR) | COM | 29428V104 | $27.2K | 2,115,638 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $23.9K | 1,455,176 | 0.0% |
| Medivation Inc | COM | 58501N101 | $21.7K | 509,862 | 0.0% |
| Shire PLC | SPONSORED ADR | 82481R106 | $21.5K | 104,700 | 0.0% |
| Staar Surgical Co(STAA) | COM PAR $0.01 | 852312305 | $20.5K | 2,642,922 | 0.0% |
| Zeltiq Aesthetics Inc | COM | 98933Q108 | $18.2K | 568,436 | 0.0% |
| Sequenom Inc | COM NEW | 817337405 | $17.5K | 10,023,842 | 0.0% |
| Thoratec Corp | COM NEW | 885175307 | $17.0K | 268,861 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $13.4K | 29,100 | 0.0% |
| Ariad Pharmaceuticals Inc | COM | 04033A100 | $13.0K | 2,231,717 | 0.0% |
| Rigel Pharmaceuticals Inc(RIGLUSD) | COM NEW | 766559603 | $12.8K | 5,176,319 | 0.0% |
| Heartware Intl Inc | COM | 422368100 | $12.8K | 243,868 | 0.0% |
| Aimmune Therapeutics Inc(AIMT) | COM | 00900T107 | $8.2K | 325,599 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $7.1K | 392,676 | 0.0% |
| Alimera Sciences Inc | COM | 016259103 | $6.7K | 3,013,793 | 0.0% |
| Sunesis Pharmaceuticals Inc | COM NEW | 867328601 | $5.7K | 6,974,854 | 0.0% |
| Acelrx Pharmaceuticals Inc(ACRXUSD) | COM | 00444T100 | $5.1K | 1,656,644 | 0.0% |
| Idera Pharmaceuticals Inc | COM NEW | 45168K306 | $4.2K | 1,257,748 | 0.0% |
| Orexigen Therapeutics Inc | COM | 686164104 | $4.1K | 1,931,324 | 0.0% |
| Dicerna Pharmaceuticals Inc(DRNAUSD) | COM | 253031108 | $2.2K | 267,890 | 0.0% |
| Histogenics Corp | COM | 43358V109 | $1.8K | 454,545 | 0.0% |
| Alcobra LTD | SHS | M2239P109 | $1.5K | 254,188 | 0.0% |
| Intrexon Corp | COM | 46122T102 | $1.5K | 47,100 | 0.0% |
| Biospecifics Technologies Co(BSTC) | COM | 090931106 | $1.3K | 29,257 | 0.0% |
| Xoma Corp del | COM | 98419J107 | $601 | 799,000 | 0.0% |
| Marinus Pharmaceuticals Inc | COM | 56854Q101 | $492 | 59,017 | 0.0% |
| Uniqure NV(QURE) | SHS | N90064101 | $418 | 20,453 | 0.0% |
| Zogenix Inc | COM NEW | 98978L204 | $375 | 27,800 | 0.0% |
| Sophiris BIO Inc | COM NEW | 83578Q209 | $163 | 191,600 | 0.0% |