Q1 2017 Holdings
Filed 2017-05-15 | 64 holdings | $47.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biocryst Pharmaceuticals(BCRX) | COM | 09058V103 | $12.6M | 1,500,000 | 26.6% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $12.0M | 350,000 | 25.4% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $11.2M | 450,000 | 23.6% |
| Agios Pharmaceuticals Inc(AGIO) | COM | 00847X104 | $7.3M | 125,000 | 15.4% |
| Collegium Pharmaceutical Inc(COLL) | COM | 19459J104 | $3.8M | 375,000 | 8.0% |
| Spdr Series Trust(XBI)Put | S&P BIOTECH | 78464A870 | $62.4K | 900,000 | 0.1% |
| Ishares TR(IWM)Put | RUSSELL 2000 ETF | 464287655 | $34.4K | 250,000 | 0.1% |
| Spdr S&P 500 ETF TR(SPY)Put | TR UNIT | 78462F103 | $23.6K | 100,000 | 0.0% |
| DBV Technologies S A | SPONSORED ADR | 23306J101 | $17.6K | 500,000 | 0.0% |
| Avexis Inc | COM | 05366U100 | $13.3K | 175,000 | 0.0% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $13.0K | 300,000 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $12.7K | 200,000 | 0.0% |
| Seattle Genetics Inc | COM | 812578102 | $12.6K | 200,000 | 0.0% |
| Zimmer Biomet Hldgs Inc(ZBH) | COM | 98956P102 | $12.2K | 100,000 | 0.0% |
| Spark Therapeutics Inc | COM | 84652J103 | $10.7K | 200,000 | 0.0% |
| Acceleron Pharma Inc(XLRN) | COM | 00434H108 | $10.6K | 400,000 | 0.0% |
| Epizyme Inc(EPZMEUR) | COM | 29428V104 | $10.3K | 600,000 | 0.0% |
| Aerie Pharmaceuticals Inc(AERIEUR)Call | COM | 00771V108 | $10.0K | 220,000 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $9.8K | 90,000 | 0.0% |
| Immunomedics Inc(IMMU) | COM | 452907108 | $9.7K | 1,500,000 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $9.5K | 150,000 | 0.0% |
| Spectranetics CorpCall | COM | 84760C107 | $9.5K | 325,000 | 0.0% |
| Endologix Inc | COM | 29266S106 | $9.4K | 1,300,000 | 0.0% |
| Enanta Pharmaceuticals Inc(ENTA) | COM | 29251M106 | $9.2K | 300,000 | 0.0% |
| Nuvasive Inc(NUVAGBP) | COM | 670704105 | $9.0K | 120,000 | 0.0% |
| Lion Biotechnologies Inc | COM | 53619R102 | $8.9K | 1,200,000 | 0.0% |
| Aduro Biotech Inc(ADROEUR) | COM | 00739L101 | $8.6K | 800,000 | 0.0% |
| Puma Biotechnology Inc(PBYI) | COM | 74587V107 | $8.4K | 225,000 | 0.0% |
| Genmark Diagnostics Inc(GNMK) | COM | 372309104 | $8.3K | 650,000 | 0.0% |
| Bristol Myers Squibb Co(BMY)Call | COM | 110122108 | $8.2K | 150,000 | 0.0% |
| Nanostring Technologies Inc(NSTGEUR) | COM | 63009R109 | $7.9K | 400,000 | 0.0% |
| Portola Pharmaceuticals Inc | COM | 737010108 | $7.8K | 200,000 | 0.0% |
| Tesaro IncCall | COM | 881569107 | $7.7K | 50,000 | 0.0% |
| Acadia Pharmaceuticals Inc(ACAD)Put | COM | 004225108 | $7.1K | 207,200 | 0.0% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $7.1K | 100,000 | 0.0% |
| Novadaq Technologies Inc | COM | 66987G102 | $7.0K | 900,000 | 0.0% |
| RA Pharmaceuticals Inc | COM | 74933V108 | $6.4K | 300,000 | 0.0% |
| Acorda Therapeutics Inc | COM | 00484M106 | $6.3K | 300,000 | 0.0% |
| K2m Group Hldgs Inc | COM | 48273J107 | $5.8K | 285,000 | 0.0% |
| Wright MED Group N V | ORD SHS 0.03 PAR | N96617118 | $5.8K | 185,000 | 0.0% |
| Prothena Corp PLC(PRTA) | SHS | G72800108 | $5.6K | 100,000 | 0.0% |
| Nxstage Medical Inc | COM | 67072V103 | $5.4K | 200,000 | 0.0% |
| Shire PLC | SPONSORED ADR | 82481R106 | $5.2K | 30,000 | 0.0% |
| Entellus MED Inc | COM | 29363K105 | $5.2K | 375,000 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $4.7K | 35,000 | 0.0% |
| Spectranetics Corp | COM | 84760C107 | $4.5K | 155,000 | 0.0% |
| Blueprint Medicines Corp(2L9) | COM | 09627Y109 | $4.0K | 100,000 | 0.0% |
| Zogenix Inc | COM NEW | 98978L204 | $4.0K | 365,000 | 0.0% |
| Aquinox Pharmaceuticals Inc | COM | 03842B101 | $3.8K | 225,000 | 0.0% |
| Rigel Pharmaceuticals Inc(RIGLUSD) | COM NEW | 766559603 | $3.6K | 1,100,000 | 0.0% |