The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AbbVie Inc | COM | 00287Y109 | 4,394 | 85,494 | SH | SOLE | 0 | 0 | 85,494 | ||
| Abiomed Inc | COM | 003654100 | 2,341 | 89,916 | SH | SOLE | 0 | 0 | 89,916 | ||
| Acadia Pharmaceuticals Inc | COM | 004225108 | 4,304 | 176,883 | SH | SOLE | 0 | 0 | 176,883 | ||
| Actavis Plc | SHS | 30083B108 | 5,249 | 25,498 | SH | SOLE | 0 | 0 | 25,498 | ||
| Aegerion Pharmaceuticals Inc | COM | 00767E102 | 3,154 | 68,395 | SH | SOLE | 0 | 0 | 68,395 | ||
| Alexion Pharmaceuticals Inc | COM | 015351109 | 16,998 | 111,731 | SH | SOLE | 0 | 0 | 111,731 | ||
| Alkermes Plc | SHS | G01767105 | 8,874 | 201,277 | SH | SOLE | 0 | 0 | 201,277 | ||
| Allergan Inc | COM | 018490102 | 3,415 | 27,516 | SH | SOLE | 0 | 0 | 27,516 | ||
| AmerisourceBergen Corp | COM | 03073E105 | 1,637 | 35,000 | SH | SOLE | 0 | 0 | 35,000 | ||
| Amgen Inc | COM | 031162100 | 3,950 | 46,135 | SH | SOLE | 0 | 0 | 46,135 | ||
| Anthera Pharmaceuticals Inc | COM NEW | 03674U201 | 395 | 117,922 | SH | SOLE | 0 | 0 | 117,922 | ||
| Ariad Pharmaceuticals Inc | COM | 04033A100 | 1,917 | 237,810 | SH | SOLE | 0 | 0 | 237,810 | ||
| Array BioPharma Inc | COM | 04269X105 | 1,547 | 329,199 | SH | SOLE | 0 | 0 | 329,199 | ||
| Auxilium Pharmaceuticals Inc | COM | 05334D107 | 1,736 | 63,875 | SH | SOLE | 0 | 0 | 63,875 | ||
| Baxter Intl Inc | COM | 071813109 | 1,984 | 42,169 | SH | SOLE | 0 | 0 | 42,169 | ||
| Becton Dickinson & Co | COM | 075887109 | 1,586 | 24,000 | SH | SOLE | 0 | 0 | 24,000 | ||
| BIND Therapeutics Inc | COM | 05548N107 | 718 | 60,000 | SH | SOLE | 0 | 0 | 60,000 | ||
| Biogen IDEC Inc | COM | 09062X103 | 12,555 | 41,048 | SH | SOLE | 0 | 0 | 41,048 | ||
| BioMarin Pharmaceutical Inc | COM | 09061G101 | 9,908 | 145,264 | SH | SOLE | 0 | 0 | 145,264 | ||
| Boston Scientific Corp | COM | 101137107 | 3,853 | 284,978 | SH | SOLE | 0 | 0 | 284,978 | ||
| Bristol Myers Squibb Co | COM | 110122108 | 3,178 | 86,815 | SH | SOLE | 0 | 0 | 86,815 | ||
| Cardinal Health Inc | COM | 14149F109 | 5,032 | 71,909 | SH | SOLE | 0 | 0 | 71,909 | ||
| CareFusion Corp | COM | 14170T101 | 1,581 | 39,308 | SH | SOLE | 0 | 0 | 39,308 | ||
| Catamaran Corp | COM | 148887102 | 3,620 | 80,880 | SH | SOLE | 0 | 0 | 80,880 | ||
| Celgene Corp | COM | 151020104 | 8,151 | 58,391 | SH | SOLE | 0 | 0 | 58,391 | ||
| Celldex Therapeutics Inc | COM | 15117B103 | 1,302 | 73,702 | SH | SOLE | 0 | 0 | 73,702 | ||
| Centene Corp | COM | 15135B101 | 2,936 | 47,169 | SH | SOLE | 0 | 0 | 47,169 | ||
| Cepheid Inc | COM | 15670R107 | 2,028 | 39,308 | SH | SOLE | 0 | 0 | 39,308 | ||
| Cigna Corp | COM | 125509109 | 4,114 | 49,135 | SH | SOLE | 0 | 0 | 49,135 | ||
| Community Health Syst Inc | COM | 203668108 | 2,694 | 68,788 | SH | SOLE | 0 | 0 | 68,788 | ||
| Covidien Plc | SHS | G2554F113 | 3,257 | 44,221 | SH | SOLE | 0 | 0 | 44,221 | ||
| CVS Caremark Corp | COM | 126650100 | 6,621 | 88,442 | SH | SOLE | 0 | 0 | 88,442 | ||
| Cyberonics Inc | COM | 23251P102 | 4,160 | 63,754 | SH | SOLE | 0 | 0 | 63,754 | ||
| Dexcom Inc | COM | 252131107 | 3,259 | 78,788 | SH | SOLE | 0 | 0 | 78,788 | ||
| Dynavax Technologies Corp | COM | 268158102 | 2,211 | 1,228,354 | SH | SOLE | 0 | 0 | 1,228,354 | ||
| Edwards Lifesciences Corp | COM | 28176E108 | 3,426 | 46,187 | SH | SOLE | 0 | 0 | 46,187 | ||
| Eli Lilly & Co | COM | 532457108 | 3,147 | 53,458 | SH | SOLE | 0 | 0 | 53,458 | ||
| Endocyte Inc | COM | 29269A102 | 1,638 | 68,788 | SH | SOLE | 0 | 0 | 68,788 | ||
| Endologix Inc | COM | 29266S106 | 2,598 | 201,843 | SH | SOLE | 0 | 0 | 201,843 | ||
| Exelixis Inc | COM | 30161Q104 | 1,044 | 294,805 | SH | SOLE | 0 | 0 | 294,805 | ||
| Express Scripts Hg Co | COM | 30219G108 | 2,841 | 37,834 | SH | SOLE | 0 | 0 | 37,834 | ||
| Forest Laboratories Inc | COM | 345838106 | 4,443 | 48,152 | SH | SOLE | 0 | 0 | 48,152 | ||
| Gilead Sciences Inc | COM | 375558103 | 17,625 | 248,735 | SH | SOLE | 0 | 0 | 248,735 | ||
| Haemonetics Corp | COM | 405024100 | 653 | 20,047 | SH | SOLE | 0 | 0 | 20,047 | ||
| HCA Holdings Inc | COM | 40412C101 | 3,689 | 70,262 | SH | SOLE | 0 | 0 | 70,262 | ||
| Hyperion Therapeutics Inc | COM | 44915N101 | 1,902 | 73,702 | SH | SOLE | 0 | 0 | 73,702 | ||
| ImmunoGen Inc | COM | 45253H101 | 1,100 | 73,702 | SH | SOLE | 0 | 0 | 73,702 | ||
| Incyte Corp Ltd | COM | 45337C102 | 5,729 | 107,038 | SH | SOLE | 0 | 0 | 107,038 | ||
| Infinity Pharm Inc | COM | 45665G303 | 1,094 | 132,766 | SH | SOLE | 0 | 0 | 132,766 | ||
| Insulet Corp | COM | 45784P101 | 2,796 | 58,961 | SH | SOLE | 0 | 0 | 58,961 | ||
| Intra-Cellular Therapies Inc | COM | 46116X101 | 1,787 | 98,269 | SH | SOLE | 0 | 0 | 98,269 | ||
| Johnson & Johnson | COM | 478160104 | 4,912 | 50,000 | SH | Call | SOLE | 0 | 0 | 50,000 | |
| Johnson & Johnson | COM | 478160104 | 1,914 | 19,481 | SH | SOLE | 0 | 0 | 19,481 | ||
| Keryx Biopharmaceuticals Inc | COM | 492515101 | 4,521 | 265,325 | SH | SOLE | 0 | 0 | 265,325 | ||
| Lexicon Pharmaceuticals Inc | COM | 528872104 | 510 | 294,805 | SH | SOLE | 0 | 0 | 294,805 | ||
| Ligand Pharmaceuticals Inc B | COM NEW | 53220K504 | 2,661 | 39,567 | SH | SOLE | 0 | 0 | 39,567 | ||
| Macrogenics Inc | COM | 556099109 | 557 | 20,000 | SH | SOLE | 0 | 0 | 20,000 | ||
| Masimo Corp | COM | 574795100 | 1,744 | 63,875 | SH | SOLE | 0 | 0 | 63,875 | ||
| McKesson Corp | COM | 58155Q103 | 2,770 | 26,620 | SH | SOLE | 0 | 0 | 26,620 | ||
| Medivation Inc | COM | 58501N101 | 6,727 | 104,505 | SH | SOLE | 0 | 0 | 104,505 | ||
| Medtronic Inc | COM | 585055106 | 2,426 | 39,429 | SH | SOLE | 0 | 0 | 39,429 | ||
| Merck Co Inc | COM | 58933Y105 | 4,351 | 76,650 | SH | SOLE | 0 | 0 | 76,650 | ||
| Myriad Genetics Inc | COM | 62855J104 | 840 | 24,568 | SH | SOLE | 0 | 0 | 24,568 | ||
| Nektar Therapeutics | COM | 640268108 | 2,203 | 181,797 | SH | SOLE | 0 | 0 | 181,797 | ||
| NewLink Genetics Corp | COM | 651511107 | 557 | 19,605 | SH | SOLE | 0 | 0 | 19,605 | ||
| NPS Pharmaceuticals Inc | COM | 62936P103 | 4,997 | 166,970 | SH | SOLE | 0 | 0 | 166,970 | ||
| NuVasive Inc | COM | 670704105 | 3,397 | 88,442 | SH | SOLE | 0 | 0 | 88,442 | ||
| Omnicare Inc | COM | 681904108 | 2,346 | 39,308 | SH | SOLE | 0 | 0 | 39,308 | ||
| Orexigen Therapeutics Inc | COM | 686164104 | 2,140 | 329,199 | SH | SOLE | 0 | 0 | 329,199 | ||
| Parexel Intl Corp | COM | 699462107 | 2,658 | 49,135 | SH | SOLE | 0 | 0 | 49,135 | ||
| Pfizer Inc | COM | 717081103 | 11,338 | 352,989 | SH | SOLE | 0 | 0 | 352,989 | ||
| Pharmacyclics Inc | COM | 716933106 | 9,750 | 97,286 | SH | SOLE | 0 | 0 | 97,286 | ||
| Regeneron Pharmaceuticals Inc | COM | 75886F107 | 16,753 | 55,792 | SH | SOLE | 0 | 0 | 55,792 | ||
| Revance Therapeutics Inc | COM | 761330109 | 1,548 | 49,135 | SH | SOLE | 0 | 0 | 49,135 | ||
| Rite Aid Corp | COM | 767754104 | 2,162 | 344,805 | SH | SOLE | 0 | 0 | 344,805 | ||
| Salix Pharmaceutical Ltd | COM | 795435106 | 5,573 | 53,788 | SH | SOLE | 0 | 0 | 53,788 | ||
| Sorrento Therapeutics Inc | COM NEW | 83587F202 | 630 | 49,135 | SH | SOLE | 0 | 0 | 49,135 | ||
| St Jude Medical Inc | COM | 790849103 | 2,249 | 34,394 | SH | SOLE | 0 | 0 | 34,394 | ||
| Stryker Corp | COM | 863667101 | 4,163 | 51,100 | SH | SOLE | 0 | 0 | 51,100 | ||
| Sunesis Pharmaceuticals Inc | COM NEW | 867328601 | 974 | 147,403 | SH | SOLE | 0 | 0 | 147,403 | ||
| Supernus Pharmaceuticals Inc | COM | 868459108 | 1,757 | 196,537 | SH | SOLE | 0 | 0 | 196,537 | ||
| Teva Pharmaceutical - SP ADR | ADR | 881624209 | 5,703 | 107,922 | SH | SOLE | 0 | 0 | 107,922 | ||
| Thermo Fisher Scientific Inc | COM | 883556102 | 4,136 | 34,394 | SH | SOLE | 0 | 0 | 34,394 | ||
| Thoratec Corp | COM NEW | 885175307 | 2,463 | 68,788 | SH | SOLE | 0 | 0 | 68,788 | ||
| Threshold Pharmaceuticals | COM NEW | 885807206 | 936 | 196,537 | SH | SOLE | 0 | 0 | 196,537 | ||
| TrovaGene Inc | COM NEW | 897238309 | 1,126 | 196,537 | SH | SOLE | 0 | 0 | 196,537 | ||
| United Health Group Inc | COM | 91324P102 | 2,854 | 62,979 | SH | SOLE | 0 | 0 | 62,979 | ||
| Universal Health Services Inc B | COM | 913903100 | 1,613 | 19,654 | SH | SOLE | 0 | 0 | 19,654 | ||
| Varian Medical Systems Inc | COM | 92220P105 | 2,036 | 34,000 | SH | SOLE | 0 | 0 | 34,000 | ||
| WellPoint Inc | COM | 94973V107 | 2,130 | 40,000 | SH | SOLE | 0 | 0 | 40,000 | ||
| Volcano Corp | COM | 928645100 | 872 | 44,221 | SH | SOLE | 0 | 0 | 44,221 | ||