Q4 2017 Holdings
Filed 2018-02-14 | 37 holdings | $322.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $222.7M | 2,497,806 | 69.1% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $49.4M | 1,641,030 | 15.3% |
| Align Technology Inc(ALGN) | COM | 016255101 | $47.2M | 212,507 | 14.6% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $1.0M | 123,686 | 0.3% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $297.1K | 1,585,413 | 0.1% |
| United Therapeutics Corp del(UTHR) | COM | 91307C102 | $237.6K | 1,606,250 | 0.1% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $231.4K | 3,402,781 | 0.1% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $199.7K | 6,404,586 | 0.1% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $133.7K | 1,117,642 | 0.0% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $133.5K | 810,806 | 0.0% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $86.4K | 6,006,022 | 0.0% |
| Epizyme Inc(EPZMEUR) | COM | 29428V104 | $86.1K | 6,860,843 | 0.0% |
| Immunomedics Inc(IMMU) | COM | 452907108 | $77.2K | 4,774,261 | 0.0% |
| Vanda Pharmaceuticals Inc(VNDA) | COM | 921659108 | $63.2K | 4,155,670 | 0.0% |
| Wright MED Group N V | ORD SHS 0.03 PAR | N96617118 | $60.7K | 2,736,293 | 0.0% |
| Staar Surgical Co(STAA) | COM PAR $0.01 | 852312305 | $54.2K | 3,496,752 | 0.0% |
| Amag Pharmaceuticals Inc(AMAG) | COM | 00163U106 | $46.3K | 3,493,220 | 0.0% |
| Aimmune Therapeutics Inc(AIMT) | COM | 00900T107 | $43.4K | 1,146,419 | 0.0% |
| Prothena Corp PLC(PRTA) | SHS | G72800108 | $41.1K | 1,095,655 | 0.0% |
| Karyopharm Therapeutics Inc(KPTIEUR) | COM | 48576U106 | $34.0K | 3,544,439 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $32.1K | 307,940 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $25.4K | 1,821,576 | 0.0% |
| Alder Biopharmaceuticals Inc(ALDR1EUR) | COM | 014339105 | $21.1K | 1,840,246 | 0.0% |
| Shire PLC | SPONSORED ADR | 82481R106 | $21.1K | 135,800 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $16.3K | 310,876 | 0.0% |
| Rigel Pharmaceuticals Inc(RIGLUSD) | COM NEW | 766559603 | $15.3K | 3,935,584 | 0.0% |
| Bioverativ Inc | COM | 09075E100 | $14.3K | 264,400 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $12.6K | 175,900 | 0.0% |
| Dicerna Pharmaceuticals Inc(DRNAUSD) | COM | 253031108 | $4.5K | 500,913 | 0.0% |
| Sunesis Pharmaceuticals Inc | COM PAR | 867328700 | $4.3K | 1,162,473 | 0.0% |
| Alimera Sciences Inc | COM | 016259103 | $4.0K | 3,013,793 | 0.0% |
| Idera Pharmaceuticals Inc | COM NEW | 45168K306 | $1.3K | 616,355 | 0.0% |
| Zogenix Inc | COM NEW | 98978L204 | $1.2K | 29,500 | 0.0% |
| Melinta Therapeutics Inc | COM | 58549G100 | $801 | 50,689 | 0.0% |
| Histogenics Corp | COM | 43358V109 | $621 | 302,922 | 0.0% |
| Sophiris BIO Inc | COM NEW | 83578Q209 | $561 | 247,000 | 0.0% |
| Trevena Inc | COM | 89532E109 | $546 | 341,300 | 0.0% |