Q1 2020 Holdings
Filed 2020-05-15 | 37 holdings | $215.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $130.5M | 1,544,163 | 60.6% |
| Acadia Pharmaceuticals Inc(ACAD) | COM | 004225108 | $68.9M | 1,631,524 | 32.0% |
| Align Technology Inc(ALGN) | COM | 016255101 | $13.3M | 76,205 | 6.2% |
| Cytokinetics Inc(CYTK) | COM | 23282W605 | $1.5M | 123,686 | 0.7% |
| Aldeyra Therapeutics Inc(ALDX) | COM | 01438T106 | $182.0K | 73,500 | 0.1% |
| Staar Surgical Co(STAA) | COM | 852312305 | $105.8K | 3,278,523 | 0.0% |
| Insmed Inc(INSM) | COM | 457669307 | $97.1K | 6,055,623 | 0.0% |
| Epizyme Inc(EPZMEUR) | COM | 29428V104 | $86.1K | 5,551,803 | 0.0% |
| United Therapeutics Corp(UTHR) | COM | 91307C102 | $83.1K | 876,575 | 0.0% |
| Karyopharm Therapeutics Inc(KPTIEUR) | COM | 48576U106 | $82.6K | 4,299,901 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $73.0K | 502,745 | 0.0% |
| Immunomedics Inc(IMMU) | COM | 452907108 | $71.3K | 5,290,746 | 0.0% |
| Amicus Therapeutics Inc(FOLD) | COM | 03152W109 | $68.8K | 7,447,618 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $57.7K | 642,491 | 0.0% |
| Aimmune Therapeutics Inc(AIMT) | COM | 00900T107 | $47.5K | 3,295,712 | 0.0% |
| Vanda Pharmaceuticals Inc(VNDA) | COM | 921659108 | $42.8K | 4,134,846 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $41.6K | 1,527,956 | 0.0% |
| Clovis Oncology Inc(CLVSEUR) | COM | 189464100 | $29.5K | 4,635,789 | 0.0% |
| Amag Pharmaceuticals Inc(AMAG) | COM | 00163U106 | $18.6K | 3,002,748 | 0.0% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $16.8K | 586,674 | 0.0% |
| Puma Biotechnology Inc(PBYI) | COM | 74587V107 | $11.8K | 1,396,163 | 0.0% |
| Revance Therapeutics Inc(RVNCEUR) | COM | 761330109 | $9.1K | 615,705 | 0.0% |
| Prothena Corp PLC(PRTA) | COM | G72800108 | $8.3K | 775,296 | 0.0% |
| Wright Medical Group NV | COM | N96617118 | $7.0K | 242,940 | 0.0% |
| Dicerna Pharmaceuticals Inc(DRNAUSD) | COM | 253031108 | $6.1K | 331,813 | 0.0% |
| Rigel Pharmaceuticals Inc(RIGLUSD) | COM | 766559603 | $5.5K | 3,542,551 | 0.0% |
| Kaleido Biosciences Inc(KLDO) | COM | 483347100 | $4.8K | 787,999 | 0.0% |
| Alimera Sciences Inc | COM | 016259103 | $804 | 200,919 | 0.0% |
| Zogenix Inc | COM | 98978L204 | $730 | 29,500 | 0.0% |
| Syndax Pharmaceuticals Inc(SNDX) | COM | 87164F105 | $725 | 66,100 | 0.0% |
| Retrophin Inc | COM | 761299106 | $686 | 47,000 | 0.0% |
| Intra-Cellular Therapies Inc(ITCIEUR) | COM | 46116X101 | $575 | 37,400 | 0.0% |
| Sunesis Pharmaceuticals Inc | COM | 867328700 | $482 | 1,162,473 | 0.0% |
| Urogen Pharma LTD(URGN) | COM | M96088105 | $437 | 24,500 | 0.0% |
| Marinus Pharmaceuticals Inc | COM | 56854Q101 | $254 | 125,321 | 0.0% |
| Minerva Neurosciences Inc(NERVGBP) | COM | 603380106 | $219 | 36,319 | 0.0% |
| Idera Pharmaceuticals Inc | COM | 45168K405 | $102 | 77,044 | 0.0% |