Q1 2019 Holdings
Filed 2019-05-15 | 37 holdings | $2.4M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2019-07-30) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biomarin Pharmaceutical Inc(BMRN)A | COM | 09061G101 | $234.6K | 2,641,485 | 9.8% |
| Insmed Inc(INSM) | COM PAR $.01 | 457669307 | $222.5K | 7,653,617 | 9.3% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $199.5K | 698,654 | 8.3% |
| United Therapeutics Corp del(UTHR) | COM | 91307C102 | $191.6K | 1,632,025 | 8.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $166.1K | 1,229,030 | 6.9% |
| Staar Surgical Co(STAA) | COM PAR $0.01 | 852312305 | $144.2K | 4,218,902 | 6.0% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $136.4K | 857,681 | 5.7% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $130.0K | 5,239,304 | 5.4% |
| Immunomedics Inc(IMMU) | COM | 452907108 | $122.6K | 6,381,555 | 5.1% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $103.6K | 7,619,833 | 4.3% |
| Vanda Pharmaceuticals Inc(VNDA) | COM | 921659108 | $93.0K | 5,055,050 | 3.9% |
| Wright MED Group N V | ORD SHS | N96617118 | $87.2K | 2,771,394 | 3.6% |
| Epizyme Inc(EPZMEUR) | COM | 29428V104 | $85.9K | 6,935,074 | 3.6% |
| Aimmune Therapeutics Inc(AIMT) | COM | 00900T107 | $83.8K | 3,748,939 | 3.5% |
| Acadia Healthcare Company in(ACHC) | COM | 00404A109 | $60.4K | 2,248,403 | 0.0% |
| Acadia Pharmaceuticals Inc(ACAD)A | COM | 004225108 | $60.4K | 2,248,403 | 2.5% |
| Align Technology Inc(ALGN)A | COM | 016255101 | $47.0K | 165,405 | 2.0% |
| Puma Biotechnology Inc(PBYI) | COM | 74587V107 | $45.8K | 1,180,780 | 1.9% |
| Amag Pharmaceuticals Inc(AMAG) | COM | 00163U106 | $44.1K | 3,421,306 | 1.8% |
| Karyopharm Therapeutics Inc(KPTIEUR) | COM | 48576U106 | $30.7K | 5,262,263 | 1.3% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $27.3K | 314,889 | 1.1% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $26.8K | 1,841,613 | 1.1% |
| Alder Biopharmaceuticals Inc(ALDR1EUR) | COM | 014339105 | $25.4K | 1,861,630 | 1.1% |
| Celgene Corp(CELG) | COM | 151020104 | $25.1K | 266,333 | 1.0% |
| Prothena Corp PLC(PRTA) | SHS | G72800108 | $13.4K | 1,108,510 | 0.6% |
| Kaleido Biosciences Inc(KLDO) | COM | 483347100 | $12.6K | 866,666 | 0.5% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $11.4K | 175,900 | 0.5% |
| Rigel Pharmaceuticals Inc(RIGLUSD) | COM NEW | 766559603 | $10.2K | 3,985,945 | 0.4% |
| Dicerna Pharmaceuticals Inc(DRNAUSD) | COM | 253031108 | $7.3K | 500,913 | 0.3% |
| Alimera Sciences Inc | COM | 016259103 | $3.2K | 3,013,793 | 0.1% |
| Zogenix Inc | COM NEW | 98978L204 | $1.6K | 29,500 | 0.1% |
| Sunesis Pharmaceuticals Inc | COM PAR | 867328700 | $1.4K | 1,162,473 | 0.1% |
| Cytokinetics Inc(CYTK)A | COM NEW | 23282W605 | $1.0K | 123,686 | 0.0% |
| Marinus Pharmaceuticals Inc | COM | 56854Q101 | $477 | 114,221 | 0.0% |
| Sophiris BIO Inc | COM NEW | 83578Q209 | $245 | 247,000 | 0.0% |
| Idera Pharmaceuticals Inc | COM PAR | 45168K405 | $196 | 77,044 | 0.0% |
| Melinta Therapeutics Inc | COM NEW | 58549G209 | $36 | 10,137 | 0.0% |
| Histogenics Corp | COM | 43358V109 | $35 | 302,922 | 0.0% |