The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
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 |
ABIOMED INC | COMMON | 003654100 | 32,855 | 229,272 | SH | SOLE | 130,573 | 0 | 98,699 | ||
ACADIA HEALTHCARE | COMMON | 00404A109 | 29,787 | 603,210 | SH | SOLE | 356,810 | 0 | 246,400 | ||
ACADIA PHARMACEUTICALS | COMMON | 004225108 | 30,646 | 1,098,809 | SH | SOLE | 633,073 | 0 | 465,736 | ||
ACCELERON PHARMA | COMMON | 00434H108 | 18,371 | 604,499 | SH | SOLE | 294,560 | 0 | 309,939 | ||
ACCURAY INC | COMMON | 004397105 | 2,795 | 588,347 | SH | SOLE | 1,200 | 0 | 587,147 | ||
AERIE PHARMACEUTICALS | COMMON | 00771V108 | 21,161 | 402,674 | SH | SOLE | 208,474 | 0 | 194,200 | ||
AGIOS PHARMACEUTICALS | COMMON | 00847X104 | 6,359 | 123,599 | SH | SOLE | 40,100 | 0 | 83,499 | ||
ALBIREO PHARMA INC | COMMON | 01345P106 | 3,887 | 188,712 | SH | SOLE | 188,712 | 0 | 0 | ||
AMICUS THERAPEUTICS | COMMON | 03152W109 | 35,084 | 3,483,990 | SH | SOLE | 1,878,016 | 0 | 1,605,974 | ||
BIOMARIN PHARMAC INC | COMMON | 09061G101 | 28,461 | 313,382 | SH | SOLE | 313,382 | 0 | 0 | ||
CELGENE CORP | COMMON | 151020104 | 30,359 | 233,768 | SH | SOLE | 233,768 | 0 | 0 | ||
CIGNA CORP | COMMON | 125509109 | 2,596 | 15,510 | SH | SOLE | 15,510 | 0 | 0 | ||
CLOVIS ONCOLOGY | COMMON | 189464100 | 2,987 | 31,900 | SH | SOLE | 31,900 | 0 | 0 | ||
COLLEGIUM PHARMACEUTICAL | COMMON | 19459J104 | 22,627 | 1,808,750 | SH | SOLE | 1,242,258 | 0 | 566,492 | ||
DBV TECHNOLOGIES | SP ADR | 23306J101 | 6,398 | 179,152 | SH | SOLE | 70,399 | 0 | 108,753 | ||
DEXCOM INC | COMMON | 252131107 | 24,384 | 333,341 | SH | SOLE | 166,830 | 0 | 166,511 | ||
DR REDDYS LABS LTD | ADR | 256135203 | 803 | 19,065 | SH | SOLE | 19,065 | 0 | 0 | ||
EDWARDS LIFESCIENCE | COMMON | 28176E108 | 18,963 | 160,380 | SH | SOLE | 160,380 | 0 | 0 | ||
ENDO INTL PLC | SHS | G30401106 | 9,167 | 820,699 | SH | SOLE | 820,699 | 0 | 0 | ||
ENVISION HEALTHCARE | COMMON | 29414D100 | 8,349 | 133,220 | SH | SOLE | 220 | 0 | 133,000 | ||
EVOLENT HEALTH INC | COMMON | 30050B101 | 13,507 | 532,812 | SH | SOLE | 291,560 | 0 | 241,252 | ||
GLOBAL BLOOD THERAPEUTICS | COMMON | 37890U108 | 12,384 | 452,781 | SH | SOLE | 281,681 | 0 | 171,100 | ||
ILLUMINA INC | COMMON | 452327109 | 2,924 | 16,850 | SH | SOLE | 16,850 | 0 | 0 | ||
IMMUNE DESIGN CORP | COMMON | 45252L103 | 1,641 | 168,300 | SH | SOLE | 168,300 | 0 | 0 | ||
INCYTE CORPORATION | COMMON | 45337C102 | 2,751 | 21,845 | SH | SOLE | 21,845 | 0 | 0 | ||
INSMED INC | COMMON | 457669307 | 2,502 | 145,799 | SH | SOLE | 145,799 | 0 | 0 | ||
INTEGRA LIFESCIENCE | COMMON | 457985208 | 13,300 | 243,998 | SH | SOLE | 0 | 0 | 243,998 | ||
INTUITIVE SURGIC INC | COMMON | 46120E602 | 15,403 | 16,467 | SH | SOLE | 16,467 | 0 | 0 | ||
IRHYTHM TECHNOLOGIES | COMMON | 450056106 | 7,868 | 185,170 | SH | SOLE | 70 | 0 | 185,100 | ||
JOHNSON & JOHNSON | COMMON | 478160104 | 46,837 | 354,048 | SH | SOLE | 354,048 | 0 | 0 | ||
K2M GROUP HOLDINGS | COMMON | 48273J107 | 25,047 | 1,028,219 | SH | SOLE | 576,719 | 0 | 451,500 | ||
LA JOLLA PHARMACEUTICAL | COMMON | 503459604 | 17,563 | 589,959 | SH | SOLE | 352,335 | 0 | 237,624 | ||
LOXO ONCOLOGY INC | COMMON | 548862101 | 17,786 | 221,795 | SH | SOLE | 103,196 | 0 | 118,599 | ||
MASIMO CORP | COMMON | 574795100 | 6,683 | 73,300 | SH | SOLE | 0 | 0 | 73,300 | ||
MEDTRONIC PLC | SHS | G5960L103 | 35,354 | 398,360 | SH | SOLE | 398,360 | 0 | 0 | ||
MERCK & CO INC | COMMON | 58933Y105 | 46,753 | 729,483 | SH | SOLE | 729,483 | 0 | 0 | ||
MOMENTA PHARMACEUTICALS | COMMON | 60877T100 | 5,060 | 299,400 | SH | SOLE | 0 | 0 | 299,400 | ||
MYLAN N V | SHS EURO | N59465109 | 19,247 | 495,804 | SH | SOLE | 495,804 | 0 | 0 | ||
NEUROCRINE BIOSCIENCES | COMMON | 64125C109 | 10,981 | 238,707 | SH | SOLE | 56,395 | 0 | 182,312 | ||
NEURODERM LTD | ORD SHS | M74231107 | 10,468 | 350,085 | SH | SOLE | 350,085 | 0 | 0 | ||
NOVARTIS AG | SP ADR | 66987V109 | 46,684 | 559,296 | SH | SOLE | 559,296 | 0 | 0 | ||
NUVASIVE INC | COMMON | 670704105 | 30,252 | 393,289 | SH | SOLE | 219,389 | 0 | 173,900 | ||
NXSTAGE MEDICAL | COMMON | 67072V103 | 8,767 | 349,709 | SH | SOLE | 265 | 0 | 349,444 | ||
OBSEVA SA | COMMON | H5861P103 | 1,820 | 212,831 | SH | SOLE | 212,831 | 0 | 0 | ||
PFIZER INC | COMMON | 717081103 | 47,227 | 1,405,970 | SH | SOLE | 1,405,970 | 0 | 0 | ||
PORTOLA PHARMACEUTICALS | COMMON | 737010108 | 23,712 | 422,143 | SH | SOLE | 240,401 | 0 | 181,742 | ||
PROTHENA CORP PLC | SHS | G72800108 | 8,175 | 151,046 | SH | SOLE | 33,646 | 0 | 117,400 | ||
PTC THERAPEUTICS I | COMMON | 69366J200 | 1,113 | 60,735 | SH | SOLE | 60,735 | 0 | 0 | ||
RA PHARMACEUTICALS | COMMON | 74933V108 | 3,350 | 178,750 | SH | SOLE | 57,510 | 0 | 121,240 | ||
REGENERON PHARMACEUTICALS | COMMON | 75886F107 | 30,892 | 62,898 | SH | SOLE | 62,898 | 0 | 0 | ||
SAGE THERAPEUTICS | COMMON | 78667J108 | 972 | 12,199 | SH | SOLE | 12,199 | 0 | 0 | ||
SAREPTA THERAPEUTICS | COMMON | 803607100 | 971 | 28,799 | SH | SOLE | 28,799 | 0 | 0 | ||
SIERRA ONCOLOGY INC | COMMON | 82640U107 | 236 | 201,660 | SH | SOLE | 201,660 | 0 | 0 | ||
SPARK THERAPEUTICS | COMMON | 84652J103 | 6,052 | 101,300 | SH | SOLE | 57,400 | 0 | 43,900 | ||
SPRING BK PHARMACEUTICALS | COMMON | 849431101 | 1,523 | 112,500 | SH | SOLE | 112,500 | 0 | 0 | ||
TELADOC INC | COMMON | 87918A105 | 18,845 | 543,073 | SH | SOLE | 314,165 | 0 | 228,908 | ||
TEVA PHARMACEUTICAL | SP ADR | 881624209 | 20,008 | 602,279 | SH | SOLE | 602,279 | 0 | 0 | ||
TG THERAPEUTICS | COMMON | 88322Q108 | 817 | 81,266 | SH | SOLE | 81,266 | 0 | 0 | ||
TRILLIUM THERAPEUTICS | COMMON | 89620X506 | 806 | 183,272 | SH | SOLE | 183,272 | 0 | 0 | ||
VERSARTIS INC | COMMON | 92529L102 | 1,828 | 104,757 | SH | SOLE | 104,757 | 0 | 0 | ||
WRIGHT MED GROUP N V | ORD SHS | N96617118 | 10,271 | 373,622 | SH | SOLE | 250 | 0 | 373,372 |