Q4 2013 Holdings
Filed 2014-02-14 | 84 holdings | $21.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biogen Idec Inc(BIIB) | COM | 09062X103 | $7.6M | 27,000 | 35.8% |
| BioMarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $7.0M | 100,000 | 33.3% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $3.3M | 275,000 | 15.7% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $2.1M | 85,000 | 10.1% |
| Allscripts Healthcare So Inc(MDRX) | COM | 01988P108 | $850.0K | 55,000 | 4.0% |
| Regeneron Pharmaceuticals Inc(REGN) | COM | 75886F107 | $10.2K | 37,000 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $8.3K | 49,000 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $8.2K | 109,000 | 0.0% |
| CVS Caremark Corp(CVS) | COM | 126650100 | $7.7K | 107,000 | 0.0% |
| NPS Pharmaceuticals Inc | COM | 62936P103 | $7.3K | 240,000 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $6.7K | 50,000 | 0.0% |
| Pharmacyclics Inc | COM | 716933106 | $6.3K | 60,000 | 0.0% |
| Alkermes Plc(ALKS) | SHS | G01767105 | $5.9K | 145,000 | 0.0% |
| Aegerion Pharmaceuticals Inc | COM | 00767E102 | $5.3K | 75,000 | 0.0% |
| Keryx Biopharmaceuticals Inc | COM | 492515101 | $5.2K | 400,000 | 0.0% |
| Salix Pharmaceutical Ltd | COM | 795435106 | $4.9K | 55,000 | 0.0% |
| Ariad Pharmaceuticals Inc | COM | 04033A100 | $4.8K | 700,000 | 0.0% |
| Theravance Inc | COM | 88338T104 | $4.7K | 132,000 | 0.0% |
| Johnson & Johnson(JNJ)Call | COM | 478160104 | $4.6K | 50,000 | 0.0% |
| Express Scripts Hg Co | COM | 30219G108 | $4.6K | 65,000 | 0.0% |
| Incyte Corp Ltd(INCY) | COM | 45337C102 | $4.3K | 85,000 | 0.0% |
| Medtronic Inc | COM | 585055106 | $4.3K | 75,000 | 0.0% |
| Merck Co Inc(MRK) | COM | 58933Y105 | $4.3K | 85,000 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $3.8K | 72,000 | 0.0% |
| United Health Group Inc(UNH) | COM | 91324P102 | $3.3K | 44,000 | 0.0% |
| Forest Laboratories Inc | COM | 345838106 | $3.3K | 55,000 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $3.1K | 8,000 | 0.0% |
| Covidien Plc | SHS | G2554F113 | $3.1K | 45,000 | 0.0% |
| WellPoint Inc | COM | 94973V107 | $3.0K | 32,000 | 0.0% |
| Infinity Pharm Inc(INFIQ) | COM | 45665G303 | $2.9K | 210,000 | 0.0% |
| AmerisourceBergen Corp(COR) | COM | 03073E105 | $2.8K | 40,000 | 0.0% |
| Zimmer Holdings Inc(ZBH) | COM | 98956P102 | $2.8K | 30,000 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $2.8K | 25,000 | 0.0% |
| Insulet Corp(PODD) | COM | 45784P101 | $2.8K | 75,000 | 0.0% |
| Allergan Inc | COM | 018490102 | $2.8K | 25,000 | 0.0% |
| Becton Dickinson & Co(BDX) | COM | 075887109 | $2.8K | 25,000 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $2.7K | 30,000 | 0.0% |
| Thoratec Corp | COM NEW | 885175307 | $2.7K | 75,000 | 0.0% |
| Aetna Inc | COM | 00817Y108 | $2.7K | 40,000 | 0.0% |
| Dynavax Technologies Corp | COM | 268158102 | $2.7K | 1,400,000 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $2.7K | 77,000 | 0.0% |
| Varian Medical Systems Inc(VAREUR) | COM | 92220P105 | $2.7K | 35,000 | 0.0% |
| HCA Holdings Inc(HCA) | COM | 40412C101 | $2.6K | 55,000 | 0.0% |
| Cyberonics Inc | COM | 23251P102 | $2.6K | 40,000 | 0.0% |
| Parexel Intl Corp | COM | 699462107 | $2.6K | 58,000 | 0.0% |
| Teva Pharma Ind Ltd(TEVA) | ADR | 881624209 | $2.6K | 65,000 | 0.0% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $2.6K | 37,000 | 0.0% |
| St Jude Medical Inc | COM | 790849103 | $2.5K | 40,000 | 0.0% |
| Cigna Corp | COM | 125509109 | $2.4K | 27,000 | 0.0% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $2.3K | 40,000 | 0.0% |