Q3 2018 Holdings
Filed 2018-11-14 | 36 holdings | $343.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $247.2M | 2,549,431 | 72.0% |
| Align Technology Inc(ALGN) | COM | 016255101 | $57.8M | 147,807 | 16.8% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $35.0M | 1,684,180 | 10.2% |
| Cytokinetics Inc(CYTK) | COM NEW | 23282W605 | $1.2M | 123,686 | 0.4% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $318.8K | 708,917 | 0.1% |
| United Therapeutics Corp del(UTHR) | COM | 91307C102 | $207.8K | 1,625,234 | 0.1% |
| Staar Surgical Co(STAA) | COM PAR $0.01 | 852312305 | $169.0K | 3,521,565 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $166.8K | 1,200,201 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $153.3K | 5,221,026 | 0.0% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $148.8K | 7,357,283 | 0.0% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $118.7K | 840,372 | 0.0% |
| Immunomedics Inc(IMMU) | COM | 452907108 | $104.4K | 5,013,764 | 0.0% |
| Vanda Pharmaceuticals Inc(VNDA) | COM | 921659108 | $95.4K | 4,155,670 | 0.0% |
| Wright MED Group N V | ORD SHS 0.03 PAR | N96617118 | $80.0K | 2,757,587 | 0.0% |
| Karyopharm Therapeutics Inc(KPTIEUR) | COM | 48576U106 | $79.4K | 4,663,324 | 0.0% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $77.0K | 6,366,147 | 0.0% |
| Epizyme Inc(EPZMEUR) | COM | 29428V104 | $73.2K | 6,906,158 | 0.0% |
| Amag Pharmaceuticals Inc(AMAG) | COM | 00163U106 | $67.6K | 3,380,506 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $48.2K | 1,833,532 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $38.4K | 429,267 | 0.0% |
| Aimmune Therapeutics Inc(AIMT) | COM | 00900T107 | $37.7K | 1,381,759 | 0.0% |
| Shire PLC | SPONSORED ADR | 82481R106 | $34.9K | 192,738 | 0.0% |
| Alder Biopharmaceuticals Inc(ALDR1EUR) | COM | 014339105 | $30.9K | 1,853,101 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $24.7K | 313,320 | 0.0% |
| Prothena Corp PLC(PRTA) | SHS | G72800108 | $14.4K | 1,103,325 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $13.6K | 175,900 | 0.0% |
| Rigel Pharmaceuticals Inc(RIGLUSD) | COM NEW | 766559603 | $12.7K | 3,966,087 | 0.0% |
| Dicerna Pharmaceuticals Inc(DRNAUSD) | COM | 253031108 | $7.6K | 500,913 | 0.0% |
| Alimera Sciences Inc | COM | 016259103 | $3.0K | 3,013,793 | 0.0% |
| Sunesis Pharmaceuticals Inc | COM PAR | 867328700 | $2.3K | 1,162,473 | 0.0% |
| Zogenix Inc | COM NEW | 98978L204 | $1.5K | 29,500 | 0.0% |
| Trevena Inc | COM | 89532E109 | $724 | 341,300 | 0.0% |
| Sophiris BIO Inc | COM NEW | 83578Q209 | $689 | 247,000 | 0.0% |
| Idera Pharmaceuticals Inc | COM PAR | 45168K405 | $686 | 77,044 | 0.0% |
| Melinta Therapeutics Inc | COM | 58549G100 | $200 | 50,689 | 0.0% |
| Histogenics Corp | COM | 43358V109 | $165 | 302,922 | 0.0% |