Q1 2017 Holdings
Filed 2017-05-15 | 39 holdings | $292.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $209.1M | 2,382,619 | 71.4% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $54.7M | 1,590,430 | 18.7% |
| Align Technology Inc(ALGN) | COM | 016255101 | $25.6M | 223,107 | 8.7% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $1.6M | 123,686 | 0.5% |
| United Therapeutics Corp del(UTHR) | COM | 91307C102 | $255.0K | 1,883,315 | 0.1% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $248.0K | 3,894,963 | 0.1% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $240.6K | 1,921,484 | 0.1% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $124.5K | 1,027,060 | 0.0% |
| Zeltiq Aesthetics Inc | COM | 98933Q108 | $113.0K | 2,032,692 | 0.0% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $96.9K | 5,534,150 | 0.0% |
| Epizyme Inc(EPZMEUR) | COM | 29428V104 | $82.2K | 4,791,051 | 0.0% |
| Wright MED Group N V | ORD SHS 0.03 PAR | N96617118 | $81.8K | 2,628,193 | 0.0% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $78.3K | 1,101,951 | 0.0% |
| Amag Pharmaceuticals Inc(AMAG) | COM | 00163U106 | $75.4K | 3,344,620 | 0.0% |
| Prothena Corp PLC(PRTA) | SHS | G72800108 | $58.9K | 1,055,855 | 0.0% |
| Vanda Pharmaceuticals Inc(VNDA) | COM | 921659108 | $58.8K | 4,203,270 | 0.0% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $56.2K | 7,882,988 | 0.0% |
| Karyopharm Therapeutics Inc(KPTIEUR) | COM | 48576U106 | $43.7K | 3,406,475 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $36.7K | 295,240 | 0.0% |
| Staar Surgical Co(STAA) | COM PAR $0.01 | 852312305 | $34.0K | 3,473,170 | 0.0% |
| Aimmune Therapeutics Inc(AIMT) | COM | 00900T107 | $25.5K | 1,173,498 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $23.9K | 351,600 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $23.5K | 1,759,376 | 0.0% |
| Shire PLC | SPONSORED ADR | 82481R106 | $22.7K | 130,200 | 0.0% |
| Rigel Pharmaceuticals Inc(RIGLUSD) | COM NEW | 766559603 | $14.1K | 4,254,623 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $10.0K | 425,276 | 0.0% |
| Sunesis Pharmaceuticals Inc | COM PAR | 867328700 | $4.8K | 1,162,473 | 0.0% |
| Alimera Sciences Inc | COM | 016259103 | $4.2K | 3,013,793 | 0.0% |
| Acelrx Pharmaceuticals Inc(ACRXUSD) | COM | 00444T100 | $3.3K | 1,032,715 | 0.0% |
| Dicerna Pharmaceuticals Inc(DRNAUSD) | COM | 253031108 | $1.6K | 481,519 | 0.0% |
| Idera Pharmaceuticals Inc | COM NEW | 45168K306 | $1.5K | 616,355 | 0.0% |
| Cempra Inc | COM | 15130J109 | $1.3K | 340,320 | 0.0% |
| Trevena Inc | COM | 89532E109 | $1.3K | 341,300 | 0.0% |
| Intrexon Corp | COM | 46122T102 | $830 | 41,900 | 0.0% |
| Sophiris BIO Inc | COM NEW | 83578Q209 | $699 | 247,000 | 0.0% |
| Histogenics Corp | COM | 43358V109 | $524 | 302,922 | 0.0% |
| Zogenix Inc | COM NEW | 98978L204 | $320 | 29,500 | 0.0% |
| Alcobra LTD | SHS | M2239P109 | $311 | 272,788 | 0.0% |
| Capnia Inc | COM | 14066L105 | $301 | 423,738 | 0.0% |