Q4 2018 Holdings
Filed 2019-02-12 | 23 holdings | $440.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bio-Rad Laboratories(BIO) | COM | 090572207 | $405.0K | 1,745 | 91.9% |
| Insmed Inc(INSM) | COM | 457669307 | $4.9K | 373,198 | 1.1% |
| Global Blood Therapeutics Inc | COM | 37890U108 | $4.4K | 106,684 | 1.0% |
| PTC Therapeutics(PTCT) | COM | 69366J200 | $3.8K | 110,794 | 0.9% |
| Portola Pharmaceuticals Inc | COM | 737010108 | $3.3K | 170,129 | 0.8% |
| Aerie Pharmaceuticals Inc(AERIEUR) | COM | 00771V108 | $2.1K | 57,486 | 0.5% |
| Incyte Corp(INCY) | COM | 45337C102 | $2.0K | 31,588 | 0.5% |
| Centene Corp(CNC) | COM | 15135B101 | $1.9K | 16,189 | 0.4% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $1.7K | 6,884 | 0.4% |
| Neurocrine Biosciences Inc(NBIX) | COM | 64125C109 | $1.5K | 20,571 | 0.3% |
| CVS Caremark Corp(CVS) | COM | 126650100 | $1.4K | 21,739 | 0.3% |
| Inogen Inc(INGN) | COM | 45780L104 | $1.3K | 10,072 | 0.3% |
| Penumbra Inc(PEN) | COM | 70975L107 | $1.2K | 9,966 | 0.3% |
| Davita Healthcare Partners I(DVA) | COM | 23918K108 | $1.1K | 21,156 | 0.2% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $932 | 97,294 | 0.2% |
| Acceleron Pharma Inc(XLRN) | COM | 00434H108 | $808 | 18,564 | 0.2% |
| Heron Therapeutics(HRTX) | COM | 427746102 | $801 | 30,861 | 0.2% |
| Nucana PLC | ADR | 67022C106 | $624 | 43,047 | 0.1% |
| Viewray Inc(VRAYQ) | COM | 92672L107 | $589 | 96,964 | 0.1% |
| Verrica Pharmaceuticals Inc | COM | 92511W108 | $512 | 62,882 | 0.1% |
| Equillium Inc(EQ) | COM | 29446K106 | $497 | 60,882 | 0.1% |
| Kadmon Holdings Inc(KDMN) | COM | 48283N106 | $401 | 192,637 | 0.1% |
| Durect Corporation(DRRXEUR) | COM | 266605104 | $111 | 228,820 | 0.0% |