Q4 2019 Holdings
Filed 2020-02-14 | 37 holdings | $291.2M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2020-04-08) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $170.9M | 2,021,136 | 58.7% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $81.5M | 1,905,374 | 28.0% |
| Align Technology Inc(ALGN) | COM | 016255101 | $35.6M | 127,505 | 12.2% |
| Cytokinetics Inc(CYTK) | COM | 23282W605 | $1.3M | 123,686 | 0.5% |
| Aldeyra Therapeutics Inc(ALDX) | COM | 01438T106 | $427.0K | 73,500 | 0.1% |
| Insmed Inc(INSM) | COM | 457669307 | $163.5K | 6,848,760 | 0.1% |
| Epizyme Inc(EPZMEUR) | COM | 29428V104 | $151.2K | 6,145,945 | 0.1% |
| Staar Surgical Co(STAA) | COM | 852312305 | $132.9K | 3,778,938 | 0.0% |
| Immunomedics Inc(IMGNEUR) | COM | 45253H101 | $125.3K | 5,923,195 | 0.0% |
| Immunomedics Inc(IMMU)A | COM | 452907108 | $125.3K | 5,923,195 | 0.0% |
| United Therapeutics Corp(UTHR) | COM | 91307C102 | $113.5K | 1,288,902 | 0.0% |
| Aimmune Therapeutics Inc(AIMT) | COM | 00900T107 | $113.1K | 3,380,441 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $96.2K | 564,168 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $95.0K | 878,100 | 0.0% |
| Karyopharm Therapeutics Inc(KPTIEUR) | COM | 48576U106 | $88.1K | 4,595,001 | 0.0% |
| Wright Medical Group NV | COM | N96617118 | $75.1K | 2,463,055 | 0.0% |
| Vanda Pharmaceuticals Inc(VNDA) | COM | 921659108 | $74.3K | 4,525,476 | 0.0% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $72.2K | 7,413,920 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $52.7K | 5,056,286 | 0.0% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $47.2K | 653,594 | 0.0% |
| Amag Pharmaceuticals Inc(AMAG) | COM | 00163U106 | $37.1K | 3,044,374 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $33.3K | 1,685,372 | 0.0% |
| Prothena Corp PLC(PRTA) | COM | G72800108 | $15.7K | 992,749 | 0.0% |
| Puma Biotechnology Inc(PBYI) | COM | 74587V107 | $11.8K | 1,349,180 | 0.0% |
| Rigel Pharmaceuticals Inc(RIGLUSD) | COM | 766559603 | $7.6K | 3,542,551 | 0.0% |
| Dicerna Pharmaceuticals Inc(DRNAUSD) | COM | 253031108 | $7.3K | 331,813 | 0.0% |
| Kaleido Biosciences Inc(KLDO) | COM | 483347100 | $4.0K | 787,999 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $2.6K | 39,300 | 0.0% |
| Zogenix Inc | COM | 98978L204 | $1.5K | 29,500 | 0.0% |
| Alimera Sciences Inc | COM | 016259103 | $1.5K | 200,919 | 0.0% |
| Revance Therapeutics Inc(RVNCEUR) | COM | 761330109 | $1.4K | 88,590 | 0.0% |
| Intra-Cellular Therapies Inc(ITCIEUR) | COM | 46116X101 | $1.3K | 37,400 | 0.0% |
| Sunesis Pharmaceuticals Inc | COM | 867328700 | $393 | 1,162,473 | 0.0% |
| Marinus Pharmaceuticals Inc | COM | 56854Q101 | $271 | 125,321 | 0.0% |
| Minerva Neurosciences Inc(NERVGBP) | COM | 603380106 | $258 | 36,319 | 0.0% |
| Idera Pharmaceuticals Inc | COM | 45168K405 | $140 | 77,044 | 0.0% |
| Sophiris BIO Inc | COM | 83578Q209 | $91 | 247,000 | 0.0% |
| Melinta Therapeutics Inc | COM | 58549G209 | $5 | 10,137 | 0.0% |