Q1 2014 Holdings
Filed 2014-05-14 | 91 holdings | $35.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biogen Idec Inc(BIIB) | COM | 09062X103 | $12.6M | 41,048 | 35.6% |
| BioMarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $9.9M | 145,264 | 28.1% |
| AbbVie Inc(ABBV) | COM | 00287Y109 | $4.4M | 85,494 | 12.4% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $4.3M | 176,883 | 12.2% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $3.9M | 284,978 | 10.9% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $17.6K | 248,735 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $17.0K | 111,731 | 0.0% |
| Regeneron Pharmaceuticals Inc(REGN) | COM | 75886F107 | $16.8K | 55,792 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $11.3K | 352,989 | 0.0% |
| Pharmacyclics Inc | COM | 716933106 | $9.8K | 97,286 | 0.0% |
| Alkermes Plc(ALKS) | SHS | G01767105 | $8.9K | 201,277 | 0.0% |
| Celgene Corp(CELG) | COM | 151020104 | $8.2K | 58,391 | 0.0% |
| Medivation Inc | COM | 58501N101 | $6.7K | 104,505 | 0.0% |
| CVS Caremark Corp(CVS) | COM | 126650100 | $6.6K | 88,442 | 0.0% |
| Incyte Corp Ltd(INCY) | COM | 45337C102 | $5.7K | 107,038 | 0.0% |
| Teva Pharmaceutical(TEVA) | ADR | 881624209 | $5.7K | 107,922 | 0.0% |
| Salix Pharmaceutical Ltd | COM | 795435106 | $5.6K | 53,788 | 0.0% |
| Actavis Plc | SHS | 30083B108 | $5.2K | 25,498 | 0.0% |
| Cardinal Health Inc | COM | 14149F109 | $5.0K | 71,909 | 0.0% |
| NPS Pharmaceuticals Inc | COM | 62936P103 | $5.0K | 166,970 | 0.0% |
| Johnson & Johnson(JNJ)Call | COM | 478160104 | $4.9K | 50,000 | 0.0% |
| Keryx Biopharmaceuticals Inc | COM | 492515101 | $4.5K | 265,325 | 0.0% |
| Forest Laboratories Inc | COM | 345838106 | $4.4K | 48,152 | 0.0% |
| Merck Co Inc(MRK) | COM | 58933Y105 | $4.4K | 76,650 | 0.0% |
| Stryker Corp(SYK) | COM | 863667101 | $4.2K | 51,100 | 0.0% |
| Cyberonics Inc | COM | 23251P102 | $4.2K | 63,754 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $4.1K | 34,394 | 0.0% |
| Cigna Corp | COM | 125509109 | $4.1K | 49,135 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $4.0K | 46,135 | 0.0% |
| HCA Holdings Inc(HCA) | COM | 40412C101 | $3.7K | 70,262 | 0.0% |
| Catamaran Corp | COM | 148887102 | $3.6K | 80,880 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $3.4K | 46,187 | 0.0% |
| Allergan Inc | COM | 018490102 | $3.4K | 27,516 | 0.0% |
| NuVasive Inc(NUVAGBP) | COM | 670704105 | $3.4K | 88,442 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $3.3K | 78,788 | 0.0% |
| Covidien Plc | SHS | G2554F113 | $3.3K | 44,221 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $3.2K | 86,815 | 0.0% |
| Aegerion Pharmaceuticals Inc | COM | 00767E102 | $3.2K | 68,395 | 0.0% |
| Eli Lilly & Co(LLY) | COM | 532457108 | $3.1K | 53,458 | 0.0% |
| Centene Corp(CNC) | COM | 15135B101 | $2.9K | 47,169 | 0.0% |
| United Health Group Inc(UNH) | COM | 91324P102 | $2.9K | 62,979 | 0.0% |
| Express Scripts Hg Co | COM | 30219G108 | $2.8K | 37,834 | 0.0% |
| Insulet Corp(PODD) | COM | 45784P101 | $2.8K | 58,961 | 0.0% |
| McKesson Corp(MCK) | COM | 58155Q103 | $2.8K | 26,620 | 0.0% |
| Community Health Syst Inc(CYH) | COM | 203668108 | $2.7K | 68,788 | 0.0% |
| Ligand Pharmaceuticals Inc B(LGND) | COM NEW | 53220K504 | $2.7K | 39,567 | 0.0% |
| Parexel Intl Corp | COM | 699462107 | $2.7K | 49,135 | 0.0% |
| Endologix Inc | COM | 29266S106 | $2.6K | 201,843 | 0.0% |
| Thoratec Corp | COM NEW | 885175307 | $2.5K | 68,788 | 0.0% |
| Medtronic Inc | COM | 585055106 | $2.4K | 39,429 | 0.0% |