Q1 2017 Holdings
Filed 2017-04-19 | 104 holdings | $50.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biogen Inc(BIIB) | COM | 09062X103 | $18.6M | 68,000 | 36.7% |
| BioMarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $11.0M | 125,000 | 21.6% |
| AbbVie Inc(ABBV) | COM | 00287Y109 | $8.5M | 130,000 | 16.7% |
| Alnylam Pharmaceuticals Inc(ALNY) | COM | 02043Q107 | $6.7M | 130,000 | 13.1% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $3.1M | 90,000 | 6.1% |
| Coherus BioSciences Inc(CHRS) | COM | 19249H103 | $2.4M | 111,357 | 4.6% |
| Horizon Pharma Plc | SHS | G4617B105 | $25.9K | 1,751,322 | 0.1% |
| Esperion Therapeutics Inc(ESPR) | COM | 29664W105 | $19.2K | 543,347 | 0.0% |
| Glaukos Corp(GKOS) | COM | 377322102 | $16.7K | 325,800 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $16.4K | 100,000 | 0.0% |
| Incyte Corp Ltd(INCY) | COM | 45337C102 | $15.4K | 115,000 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $14.7K | 117,048 | 0.0% |
| Medtronic Plc(MDT) | SHS | G5960L103 | $14.6K | 181,115 | 0.0% |
| Regeneron Pharmaceuticals Inc(REGN) | COM | 75886F107 | $14.3K | 37,000 | 0.0% |
| Eli Lilly & Co(LLY) | COM | 532457108 | $14.3K | 170,000 | 0.0% |
| Allergan Plc | SHS | G0177J108 | $14.1K | 59,000 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $14.1K | 206,916 | 0.0% |
| Exelixis Inc(EXEL) | COM | 30161Q104 | $13.7K | 630,000 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $13.5K | 111,702 | 0.0% |
| Intra-Cellular Therapies Inc(ITCIEUR) | COM | 46116X101 | $11.6K | 715,664 | 0.0% |
| Endologix Inc | COM | 29266S106 | $11.6K | 1,600,000 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $11.6K | 93,000 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $11.5K | 335,422 | 0.0% |
| Nektar Therapeutics(NKTREUR) | COM | 640268108 | $11.0K | 470,000 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $10.9K | 201,000 | 0.0% |
| United Health Group Inc(UNH) | COM | 91324P102 | $10.7K | 65,000 | 0.0% |
| Nevro Corp(NVROEUR) | COM | 64157F103 | $10.6K | 112,614 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $10.4K | 95,013 | 0.0% |
| CVS Health Corp(CVS) | COM | 126650100 | $10.2K | 130,000 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $10.2K | 160,000 | 0.0% |
| Cigna Corp | COM | 125509109 | $9.4K | 64,000 | 0.0% |
| HCA Holdings Inc(HCA) | COM | 40412C101 | $9.3K | 104,707 | 0.0% |
| Jazz Pharmaceuticals Plc(JAZZ) | SHS | G50871105 | $8.8K | 60,320 | 0.0% |
| Kite Pharma Inc | COM | 49803L109 | $8.6K | 110,000 | 0.0% |
| Zimmer Biomet Hgs Inc(ZBH) | COM | 98956P102 | $8.5K | 70,000 | 0.0% |
| Alkermes Plc(ALKS) | SHS | G01767105 | $8.2K | 140,409 | 0.0% |
| Supernus Pharmaceuticals Inc(SUPN) | COM | 868459108 | $7.2K | 230,000 | 0.0% |
| Aetna Inc | COM | 00817Y108 | $6.6K | 52,000 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $6.6K | 32,000 | 0.0% |
| Hologic Inc(HOLX) | COM | 436440101 | $6.4K | 150,000 | 0.0% |
| Express Scripts Hg Co | COM | 30219G108 | $6.3K | 96,000 | 0.0% |
| Centene Corp(CNC) | COM | 15135B101 | $6.2K | 87,593 | 0.0% |
| Xencor Inc(XNCR) | COM | 98401F105 | $6.2K | 260,000 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $6.2K | 37,468 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $6.1K | 40,000 | 0.0% |
| Cardinal Health Inc(CAH) | COM | 14149Y108 | $6.1K | 75,000 | 0.0% |
| Dynavax Technologies Corp(DVAX) | COM | 268158201 | $5.9K | 984,696 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $5.6K | 60,000 | 0.0% |
| AmerisourceBergen Corp(COR) | COM | 03073E105 | $5.6K | 63,000 | 0.0% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $5.2K | 72,659 | 0.0% |