Q3 2016 Holdings
Filed 2016-11-14 | 42 holdings | $219.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $165.7M | 1,790,899 | 75.7% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $47.1M | 1,481,930 | 21.5% |
| Align Technology Inc(ALGN) | COM | 016255101 | $3.5M | 37,457 | 1.6% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $1.1M | 123,686 | 0.5% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $242.3K | 1,884,384 | 0.1% |
| United Therapeutics Corp del(UTHR) | COM | 91307C102 | $208.2K | 1,763,458 | 0.1% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $137.1K | 3,804,088 | 0.1% |
| Amag Pharmaceuticals Inc(AMAG) | COM | 00163U106 | $81.5K | 3,326,720 | 0.0% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $73.9K | 5,091,298 | 0.0% |
| Cempra Inc | COM | 15130J109 | $68.8K | 2,844,483 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $68.8K | 561,700 | 0.0% |
| Vanda Pharmaceuticals Inc(VNDA) | COM | 921659108 | $68.4K | 4,110,708 | 0.0% |
| Wright MED Group N V | ORD SHS 0.03 PAR | N96617118 | $59.9K | 2,440,493 | 0.0% |
| Prothena Corp PLC(PRTA) | SHS | G72800108 | $56.0K | 934,455 | 0.0% |
| Zeltiq Aesthetics Inc | COM | 98933Q108 | $55.5K | 1,414,563 | 0.0% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $42.1K | 5,685,388 | 0.0% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $41.5K | 902,051 | 0.0% |
| Ariad Pharmaceuticals Inc | COM | 04033A100 | $35.4K | 2,587,617 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $30.6K | 292,700 | 0.0% |
| Staar Surgical Co(STAA) | COM PAR $0.01 | 852312305 | $30.5K | 3,244,610 | 0.0% |
| Karyopharm Therapeutics Inc(KPTIEUR) | COM | 48576U106 | $30.0K | 3,085,849 | 0.0% |
| Epizyme Inc(EPZMEUR) | COM | 29428V104 | $27.7K | 2,814,540 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $25.2K | 318,400 | 0.0% |
| Shire PLC | SPONSORED ADR | 82481R106 | $23.9K | 123,200 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $19.3K | 1,650,876 | 0.0% |
| Endo Intl PLC | SHS | G30401106 | $19.0K | 945,330 | 0.0% |
| Rigel Pharmaceuticals Inc(RIGLUSD) | COM NEW | 766559603 | $19.0K | 5,186,088 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $7.4K | 396,976 | 0.0% |
| Acelrx Pharmaceuticals Inc(ACRXUSD) | COM | 00444T100 | $6.4K | 1,634,608 | 0.0% |
| Aimmune Therapeutics Inc(AIMT) | COM | 00900T107 | $5.7K | 379,727 | 0.0% |
| Sunesis Pharmaceuticals Inc | COM PAR | 867328700 | $5.1K | 1,162,473 | 0.0% |
| Alimera Sciences Inc | COM | 016259103 | $4.5K | 3,013,793 | 0.0% |
| Idera Pharmaceuticals Inc | COM NEW | 45168K306 | $3.2K | 1,257,748 | 0.0% |
| Dicerna Pharmaceuticals Inc(DRNAUSD) | COM | 253031108 | $1.6K | 267,890 | 0.0% |
| Histogenics Corp | COM | 43358V109 | $1.5K | 454,545 | 0.0% |
| Intrexon Corp | COM | 46122T102 | $1.3K | 47,100 | 0.0% |
| Sophiris BIO Inc | COM NEW | 83578Q209 | $768 | 247,000 | 0.0% |
| Alcobra LTD | SHS | M2239P109 | $674 | 272,788 | 0.0% |
| Orexigen Therapeutics Inc | COM NEW | 686164302 | $555 | 167,302 | 0.0% |
| Zogenix Inc | COM NEW | 98978L204 | $337 | 29,500 | 0.0% |
| Uniqure NV(QURE) | SHS | N90064101 | $156 | 20,453 | 0.0% |
| Marinus Pharmaceuticals Inc | COM | 56854Q101 | $116 | 63,517 | 0.0% |