Q1 2016 Holdings
Filed 2016-05-16 | 44 holdings | $128.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $110.6M | 1,340,347 | 86.3% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $13.6M | 485,100 | 10.6% |
| Align Technology Inc(ALGN) | COM | 016255101 | $2.0M | 27,757 | 1.6% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $872.0K | 123,686 | 0.7% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $220.5K | 2,325,959 | 0.2% |
| United Therapeutics Corp del(UTHR) | COM | 91307C102 | $170.0K | 1,525,654 | 0.1% |
| Anacor Pharmaceuticals Inc | COM | 032420101 | $118.6K | 2,219,042 | 0.1% |
| Amag Pharmaceuticals Inc(AMAG) | COM | 00163U106 | $68.0K | 2,906,194 | 0.1% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $66.5K | 3,461,365 | 0.1% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $60.7K | 4,790,800 | 0.0% |
| Wright MED Group N V | ORD SHS 0.03 PAR | N96617118 | $36.4K | 2,190,957 | 0.0% |
| Vanda Pharmaceuticals Inc(VNDA) | COM | 921659108 | $33.7K | 4,030,908 | 0.0% |
| Epizyme Inc(EPZMEUR) | COM | 29428V104 | $32.2K | 2,655,479 | 0.0% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $30.0K | 3,551,173 | 0.0% |
| Prothena Corp PLC(PRTA) | SHS | G72800108 | $28.6K | 695,518 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $27.8K | 302,900 | 0.0% |
| Karyopharm Therapeutics Inc(KPTIEUR) | COM | 48576U106 | $27.6K | 3,098,145 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $27.1K | 270,800 | 0.0% |
| Medivation Inc | COM | 58501N101 | $24.2K | 525,462 | 0.0% |
| Endo Intl PLC | SHS | G30401106 | $23.3K | 828,630 | 0.0% |
| Cempra Inc | COM | 15130J109 | $21.3K | 1,215,833 | 0.0% |
| Staar Surgical Co(STAA) | COM PAR $0.01 | 852312305 | $19.5K | 2,641,875 | 0.0% |
| Shire PLC | SPONSORED ADR | 82481R106 | $18.2K | 106,100 | 0.0% |
| Zeltiq Aesthetics Inc | COM | 98933Q108 | $15.6K | 573,636 | 0.0% |
| Ariad Pharmaceuticals Inc | COM | 04033A100 | $14.4K | 2,248,317 | 0.0% |
| Sequenom Inc | COM NEW | 817337405 | $14.1K | 10,023,842 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $13.6K | 1,468,776 | 0.0% |
| Rigel Pharmaceuticals Inc(RIGLUSD) | COM NEW | 766559603 | $10.9K | 5,230,919 | 0.0% |
| Heartware Intl Inc | COM | 422368100 | $7.9K | 251,868 | 0.0% |
| Alimera Sciences Inc | COM | 016259103 | $5.3K | 3,013,793 | 0.0% |
| Aimmune Therapeutics Inc(AIMT) | COM | 00900T107 | $4.4K | 325,599 | 0.0% |
| Acelrx Pharmaceuticals Inc(ACRXUSD) | COM | 00444T100 | $4.4K | 1,425,439 | 0.0% |
| Sunesis Pharmaceuticals Inc | COM NEW | 867328601 | $3.8K | 6,974,854 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $2.7K | 396,276 | 0.0% |
| Idera Pharmaceuticals Inc | COM NEW | 45168K306 | $2.5K | 1,257,748 | 0.0% |
| Intrexon Corp | COM | 46122T102 | $1.6K | 47,100 | 0.0% |
| Dicerna Pharmaceuticals Inc(DRNAUSD) | COM | 253031108 | $1.4K | 267,890 | 0.0% |
| Histogenics Corp | COM | 43358V109 | $1.0K | 454,545 | 0.0% |
| Alcobra LTD | SHS | M2239P109 | $963 | 254,188 | 0.0% |
| Orexigen Therapeutics Inc | COM | 686164104 | $941 | 1,673,024 | 0.0% |
| Sophiris BIO Inc | COM NEW | 83578Q209 | $711 | 494,000 | 0.0% |
| Marinus Pharmaceuticals Inc | COM | 56854Q101 | $318 | 59,017 | 0.0% |
| Zogenix Inc | COM NEW | 98978L204 | $264 | 28,600 | 0.0% |
| Uniqure NV(QURE) | SHS | N90064101 | $243 | 20,453 | 0.0% |