Q1 2018 Holdings
Filed 2018-05-09 | 36 holdings | $3.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $1.9M | 68,270 | 60.8% |
| Bio-Rad Labratories(BIO) | COM | 090572207 | $1.1M | 4,511 | 36.7% |
| PTC Therapeutics(PTCT) | COM | 69366J200 | $8.6K | 319,444 | 0.3% |
| Optinose Inc | COM | 68404V100 | $6.8K | 338,925 | 0.2% |
| Centene Corp(CNC) | COM | 15135B101 | $5.2K | 48,276 | 0.2% |
| Jazz Pharmaceuticals(JAZZ) | COM | G50871105 | $4.7K | 31,304 | 0.2% |
| Aerie Pharmaceuticals Inc(AERIEUR) | COM | 00771V108 | $3.8K | 69,676 | 0.1% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $3.7K | 17,518 | 0.1% |
| Insmed Inc(INSM) | COM | 457669307 | $3.7K | 162,185 | 0.1% |
| Quest Diagnostics(DGX) | COM | 74834L100 | $3.2K | 32,229 | 0.1% |
| Natera Inc(NTRA) | COM | 632307104 | $3.0K | 325,529 | 0.1% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $2.9K | 194,745 | 0.1% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $2.5K | 29,825 | 0.1% |
| Sarepta Therapeutics Inc(SRPT) | COM | 803607100 | $2.2K | 29,133 | 0.1% |
| Heron Therapeutics(HRTX) | COM | 427746102 | $2.1K | 77,346 | 0.1% |
| Kala Pharmaceuticals | COM | 483119103 | $2.1K | 134,250 | 0.1% |
| Syndax Pharmaceuticals Inc(SNDX) | COM | 87164F105 | $1.9K | 135,974 | 0.1% |
| Pfizer Inc(PFE) | COM | 717081103 | $1.9K | 53,242 | 0.1% |
| LA Jolla Pharmaceutical Co(LJPC) | COM | 503459604 | $1.7K | 55,864 | 0.1% |
| Durect Corporation(DRRXEUR) | COM | 266605104 | $1.6K | 752,767 | 0.1% |
| Inogen Inc(INGN) | COM | 45780L104 | $1.5K | 12,471 | 0.0% |
| Tactile Systems Technology Inc(TCMD) | COM | 87357P100 | $1.4K | 42,460 | 0.0% |
| Array Biopharma Inc(ARRYEUR) | COM | 04269X105 | $1.3K | 81,649 | 0.0% |
| Puma Biotechnologyinc(PBYI) | COM | 74587V107 | $1.2K | 18,057 | 0.0% |
| Penumbra Inc(PEN) | COM | 70975L107 | $1.2K | 10,279 | 0.0% |
| Nevro Corp(NVROEUR) | COM | 64157F103 | $1.1K | 13,087 | 0.0% |
| Global Blood Therapeutics Inc | COM | 37890U108 | $1.1K | 22,000 | 0.0% |
| Perrigo Co PLC(PRGO) | COM | G97822103 | $1.1K | 12,747 | 0.0% |
| Exact Sciences Corp(EXAS) | COM | 30063P105 | $1.0K | 25,803 | 0.0% |
| Tivity Health Inc | COM | 88870R102 | $975 | 24,601 | 0.0% |
| Kadmon Holdings Inc(KDMN) | COM | 48283N106 | $846 | 199,147 | 0.0% |
| Endocyte | COM | 29269A102 | $831 | 91,435 | 0.0% |
| Nucana PLC | ADR | 67022C106 | $765 | 40,448 | 0.0% |
| Regenxbio Inc(RGNX) | COM | 75901B107 | $478 | 16,008 | 0.0% |
| Opko Health Inc(OPK) | COM | 68375N103 | $447 | 141,044 | 0.0% |
| Molecular Templates Inc | COM | 608550109 | $14 | 1,700 | 0.0% |