Q2 2014 Holdings
Filed 2014-07-31 | 96 holdings | $35.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biogen Idec Inc(BIIB) | COM | 09062X103 | $15.8M | 50,000 | 43.9% |
| BioMarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $9.3M | 150,000 | 26.0% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $5.3M | 415,000 | 14.8% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $5.2M | 230,000 | 14.5% |
| Covidien Plc | SHS | G2554F113 | $15.4K | 171,000 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $14.9K | 180,000 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $14.5K | 93,000 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $13.5K | 156,781 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $9.6K | 101,600 | 0.0% |
| Alkermes Plc(ALKS) | SHS | G01767105 | $8.5K | 168,000 | 0.0% |
| Incyte Corp Ltd(INCY) | COM | 45337C102 | $7.5K | 133,000 | 0.0% |
| Cardinal Health Inc(CAH) | COM | 14149Y108 | $6.8K | 99,000 | 0.0% |
| Allergan Inc | COM | 018490102 | $6.8K | 40,000 | 0.0% |
| Regeneron Pharmaceuticals Inc(REGN) | COM | 75886F107 | $6.4K | 22,500 | 0.0% |
| Actavis Plc | SHS | G0083B108 | $5.6K | 25,000 | 0.0% |
| Salix Pharmaceutical Ltd | COM | 795435106 | $5.4K | 43,493 | 0.0% |
| Cigna Corp | COM | 125509109 | $5.1K | 55,000 | 0.0% |
| Pharmacyclics Inc | COM | 716933106 | $4.9K | 55,000 | 0.0% |
| Community Health Syst Inc(CYH) | COM | 203668108 | $4.6K | 102,000 | 0.0% |
| Cyberonics Inc | COM | 23251P102 | $4.6K | 74,000 | 0.0% |
| Merck Co Inc(MRK) | COM | 58933Y105 | $4.5K | 78,000 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $4.1K | 85,000 | 0.0% |
| Medivation Inc | COM | 58501N101 | $4.0K | 52,000 | 0.0% |
| McKesson Corp(MCK) | COM | 58155Q103 | $4.0K | 21,500 | 0.0% |
| Insulet Corp(PODD) | COM | 45784P101 | $4.0K | 100,000 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $4.0K | 100,000 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $3.9K | 33,000 | 0.0% |
| CVS Caremark Corp(CVS) | COM | 126650100 | $3.8K | 50,000 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $3.7K | 90,000 | 0.0% |
| Keryx Biopharmaceuticals Inc | COM | 492515101 | $3.7K | 240,000 | 0.0% |
| HCA Holdings Inc(HCA) | COM | 40412C101 | $3.4K | 60,000 | 0.0% |
| Nektar Therapeutics(NKTREUR) | COM | 640268108 | $3.3K | 260,000 | 0.0% |
| Celldex Therapeutics Inc | COM | 15117B103 | $3.2K | 199,000 | 0.0% |
| Endologix Inc | COM | 29266S106 | $3.1K | 205,000 | 0.0% |
| Myriad Genetics Inc(MYGN) | COM | 62855J104 | $3.1K | 80,000 | 0.0% |
| Catamaran Corp | COM | 148887102 | $3.1K | 70,000 | 0.0% |
| WellPoint Inc | COM | 94973V107 | $3.0K | 28,000 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $3.0K | 35,000 | 0.0% |
| Parexel Intl Corp | COM | 699462107 | $2.9K | 55,000 | 0.0% |
| Universal Health Services Inc B(UHS) | COM | 913903100 | $2.9K | 30,000 | 0.0% |
| Varian Medical Systems Inc(VAREUR) | COM | 92220P105 | $2.8K | 34,000 | 0.0% |
| Revance Therapeutics Inc(RVNCEUR) | COM | 761330109 | $2.8K | 82,000 | 0.0% |
| St Jude Medical Inc | COM | 790849103 | $2.8K | 40,000 | 0.0% |
| Eli Lilly & Co(LLY) | COM | 532457108 | $2.8K | 44,500 | 0.0% |
| NuVasive Inc(NUVAGBP) | COM | 670704105 | $2.7K | 76,000 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $2.7K | 107,000 | 0.0% |
| Centene Corp(CNC) | COM | 15135B101 | $2.6K | 35,000 | 0.0% |
| United Health Group Inc(UNH) | COM | 91324P102 | $2.6K | 32,000 | 0.0% |
| Ligand Pharmaceuticals Inc B(LGND) | COM | 53220K504 | $2.6K | 42,000 | 0.0% |
| Achillion Pharmaceuticals Inc(ACHNEUR) | COM | 00448Q201 | $2.5K | 330,000 | 0.0% |