Q3 2019 Holdings
Filed 2019-11-14 | 37 holdings | $257.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $148.9M | 2,209,504 | 57.9% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $78.3M | 2,176,677 | 30.5% |
| Align Technology Inc(ALGN) | COM | 016255101 | $26.7M | 147,505 | 10.4% |
| Cytokinetics Inc(CYTK) | COM | 23282W605 | $1.4M | 123,686 | 0.5% |
| Aldeyra Therapeutics Inc(ALDX) | COM | 01438T106 | $387.0K | 73,500 | 0.2% |
| Insmed Inc(INSM) | COM | 457669307 | $127.7K | 7,239,649 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $116.4K | 654,428 | 0.0% |
| United Therapeutics Corp(UTHR) | COM | 91307C102 | $113.6K | 1,424,401 | 0.0% |
| Staar Surgical Co(STAA) | COM | 852312305 | $100.3K | 3,890,693 | 0.0% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $95.5K | 680,894 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $93.8K | 957,950 | 0.0% |
| Immunomedics Inc(IMMU) | COM | 452907108 | $82.0K | 6,184,320 | 0.0% |
| Aimmune Therapeutics Inc(AIMT) | COM | 00900T107 | $72.7K | 3,471,740 | 0.0% |
| Epizyme Inc(EPZMEUR) | COM | 29428V104 | $65.5K | 6,354,659 | 0.0% |
| Vanda Pharmaceuticals Inc(VNDA) | COM | 921659108 | $60.8K | 4,581,176 | 0.0% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $57.4K | 7,162,920 | 0.0% |
| Wright Medical Group NV | COM | N96617118 | $51.5K | 2,494,255 | 0.0% |
| Karyopharm Therapeutics Inc(KPTIEUR) | COM | 48576U106 | $46.6K | 4,842,150 | 0.0% |
| Amag Pharmaceuticals Inc(AMAG) | COM | 00163U106 | $35.6K | 3,078,874 | 0.0% |
| Alder Biopharmaceuticals Inc(ALDR1EUR) | COM | 014339105 | $35.1K | 1,861,630 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $22.8K | 1,757,122 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $18.6K | 4,720,744 | 0.0% |
| Puma Biotechnology Inc(PBYI) | COM | 74587V107 | $15.1K | 1,405,680 | 0.0% |
| Prothena Corp PLC(PRTA) | COM | G72800108 | $7.9K | 1,004,449 | 0.0% |
| Rigel Pharmaceuticals Inc(RIGLUSD) | COM | 766559603 | $6.7K | 3,587,351 | 0.0% |
| Kaleido Biosciences Inc(KLDO) | COM | 483347100 | $5.9K | 787,999 | 0.0% |
| Dicerna Pharmaceuticals Inc(DRNAUSD) | COM | 253031108 | $4.8K | 331,813 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $2.5K | 39,300 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $2.2K | 21,883 | 0.0% |
| Alimera Sciences Inc | COM | 016259103 | $1.7K | 3,013,793 | 0.0% |
| Zogenix Inc | COM | 98978L204 | $1.2K | 29,500 | 0.0% |
| Sunesis Pharmaceuticals Inc | COM | 867328700 | $837 | 1,162,473 | 0.0% |
| Minerva Neurosciences Inc(NERVGBP) | COM | 603380106 | $281 | 36,319 | 0.0% |
| Idera Pharmaceuticals Inc | COM | 45168K405 | $223 | 77,044 | 0.0% |
| Marinus Pharmaceuticals Inc | COM | 56854Q101 | $193 | 125,321 | 0.0% |
| Sophiris BIO Inc | COM | 83578Q209 | $144 | 247,000 | 0.0% |
| Melinta Therapeutics Inc | COM | 58549G209 | $39 | 10,137 | 0.0% |