Q4 2016 Holdings
Filed 2017-02-15 | 38 holdings | $213.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $162.4M | 1,960,219 | 76.1% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $44.2M | 1,532,030 | 20.7% |
| Align Technology Inc(ALGN) | COM | 016255101 | $3.7M | 38,707 | 1.7% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $1.5M | 123,686 | 0.7% |
| United Therapeutics Corp del(UTHR) | COM | 91307C102 | $268.0K | 1,868,815 | 0.1% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $214.5K | 1,903,584 | 0.1% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $169.0K | 3,804,088 | 0.1% |
| Amag Pharmaceuticals Inc(AMAG) | COM | 00163U106 | $116.4K | 3,344,620 | 0.1% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $87.3K | 713,742 | 0.0% |
| Zeltiq Aesthetics Inc | COM | 98933Q108 | $74.9K | 1,720,763 | 0.0% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $72.1K | 5,446,516 | 0.0% |
| Vanda Pharmaceuticals Inc(VNDA) | COM | 921659108 | $67.0K | 4,203,270 | 0.0% |
| Wright MED Group N V | ORD SHS 0.03 PAR | N96617118 | $59.9K | 2,604,593 | 0.0% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $51.6K | 1,009,930 | 0.0% |
| Prothena Corp PLC(PRTA) | SHS | G72800108 | $48.9K | 993,855 | 0.0% |
| Staar Surgical Co(STAA) | COM PAR $0.01 | 852312305 | $36.7K | 3,386,245 | 0.0% |
| Epizyme Inc(EPZMEUR) | COM | 29428V104 | $36.7K | 3,035,796 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $34.2K | 295,240 | 0.0% |
| Ariad Pharmaceuticals Inc | COM | 04033A100 | $33.4K | 2,682,017 | 0.0% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $31.9K | 6,410,030 | 0.0% |
| Karyopharm Therapeutics Inc(KPTIEUR) | COM | 48576U106 | $30.1K | 3,200,396 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $26.0K | 1,727,380 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $22.8K | 318,400 | 0.0% |
| Shire PLC | SPONSORED ADR | 82481R106 | $21.1K | 124,100 | 0.0% |
| Rigel Pharmaceuticals Inc(RIGLUSD) | COM NEW | 766559603 | $9.9K | 4,176,623 | 0.0% |
| Aimmune Therapeutics Inc(AIMT) | COM | 00900T107 | $7.8K | 379,727 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $5.3K | 396,976 | 0.0% |
| Sunesis Pharmaceuticals Inc | COM PAR | 867328700 | $4.2K | 1,162,473 | 0.0% |
| Alimera Sciences Inc | COM | 016259103 | $3.3K | 3,013,793 | 0.0% |
| Acelrx Pharmaceuticals Inc(ACRXUSD) | COM | 00444T100 | $2.7K | 1,032,715 | 0.0% |
| Intrexon Corp | COM | 46122T102 | $1.0K | 41,900 | 0.0% |
| Cempra Inc | COM | 15130J109 | $953 | 340,320 | 0.0% |
| Idera Pharmaceuticals Inc | COM NEW | 45168K306 | $925 | 616,355 | 0.0% |
| Sophiris BIO Inc | COM NEW | 83578Q209 | $692 | 247,000 | 0.0% |
| Alcobra LTD | SHS | M2239P109 | $573 | 272,788 | 0.0% |
| Histogenics Corp | COM | 43358V109 | $506 | 302,922 | 0.0% |
| Dicerna Pharmaceuticals Inc(DRNAUSD) | COM | 253031108 | $456 | 158,279 | 0.0% |
| Zogenix Inc | COM NEW | 98978L204 | $358 | 29,500 | 0.0% |