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 |
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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 |
ABBOTT LABS | COMMON | 002824100 | 21,853 | 382,909 | SH | SOLE | 382,909 | 0 | 0 | ||
ABBVIE INC | COMMON | 00287Y109 | 8,249 | 85,298 | SH | SOLE | 85,298 | 0 | 0 | ||
ABIOMED INC | COMMON | 003654100 | 15,887 | 84,774 | SH | SOLE | 31,275 | 0 | 53,499 | ||
ACADIA HEALTHCARE | COMMON | 00404A109 | 4,131 | 126,602 | SH | SOLE | 0 | 0 | 126,602 | ||
ACADIA PHARMACEUTICALS | COMMON | 004225108 | 34,076 | 1,131,722 | SH | SOLE | 542,527 | 0 | 589,195 | ||
ACCELERON PHARMA | COMMON | 00434H108 | 30,232 | 712,356 | SH | SOLE | 372,417 | 0 | 339,939 | ||
ACCURAY INC | COMMON | 004397105 | 2,560 | 595,447 | SH | SOLE | 900 | 0 | 594,547 | ||
AERIE PHARMACEUTICALS | COMMON | 00771V108 | 22,036 | 368,797 | SH | SOLE | 169,697 | 0 | 199,100 | ||
AGIOS PHARMACEUTICALS | COMMON | 00847X104 | 2,733 | 47,799 | SH | SOLE | 0 | 0 | 47,799 | ||
ALBIREO PHARMA INC | COMMON | 01345P106 | 6,216 | 242,803 | SH | SOLE | 125,014 | 0 | 117,789 | ||
AMICUS THERAPEUTICS | COMMON | 03152W109 | 41,023 | 2,850,769 | SH | SOLE | 1,529,595 | 0 | 1,321,174 | ||
APELLIS PHARMACEUTIC | COMMON | 03753U106 | 38,033 | 1,752,655 | SH | SOLE | 1,467,755 | 0 | 284,900 | ||
BIOMARIN PHARMAC INC | COMMON | 09061G101 | 23,051 | 258,503 | SH | SOLE | 258,503 | 0 | 0 | ||
CELGENE CORP | COMMON | 151020104 | 24,194 | 231,830 | SH | SOLE | 231,830 | 0 | 0 | ||
CIGNA CORP | COMMON | 125509109 | 13,732 | 67,615 | SH | SOLE | 67,615 | 0 | 0 | ||
CLEMENTIA PHARMACEUTICALS | COMMON | 185575107 | 1,429 | 75,313 | SH | SOLE | 75,313 | 0 | 0 | ||
CLOVIS ONCOLOGY | COMMON | 189464100 | 12,417 | 182,600 | SH | SOLE | 51,400 | 0 | 131,200 | ||
COLLEGIUM PHARMACEUTICAL | COMMON | 19459J104 | 26,340 | 1,426,862 | SH | SOLE | 919,394 | 0 | 507,468 | ||
DBV TECHNOLOGIES | SPNS AD | 23306J101 | 1,483 | 60,298 | SH | SOLE | 60,298 | 0 | 0 | ||
DR REDDYS LABS LTD | ADR | 256135203 | 958 | 25,496 | SH | SOLE | 25,496 | 0 | 0 | ||
EDWARDS LIFESCIENCE | COMMON | 28176E108 | 17,819 | 158,100 | SH | SOLE | 158,100 | 0 | 0 | ||
ELI LILLY & CO | COMMON | 532457108 | 13,868 | 164,200 | SH | SOLE | 164,200 | 0 | 0 | ||
ESPERION THERAPEUTICS | COMMON | 29664W105 | 1,536 | 23,333 | SH | SOLE | 23,333 | 0 | 0 | ||
EVOLENT HEALTH INC | COMMON | 30050B101 | 6,051 | 491,982 | SH | SOLE | 1,030 | 0 | 490,952 | ||
EXACT SCIENCES CORP | COMMON | 30063P105 | 10,111 | 192,450 | SH | SOLE | 40,350 | 0 | 152,100 | ||
GLOBAL BLOOD THERAPEUTICS | COMMON | 37890U108 | 17,384 | 441,768 | SH | SOLE | 222,715 | 0 | 219,053 | ||
HILL-ROM HLDS INC | COMMON | 431475102 | 5,854 | 69,450 | SH | SOLE | 50 | 0 | 69,400 | ||
INCYTE CORPORATION | COMMON | 45337C102 | 3,688 | 38,945 | SH | SOLE | 38,945 | 0 | 0 | ||
INSMED INC | COMMON | 457669307 | 2,812 | 90,199 | SH | SOLE | 90,199 | 0 | 0 | ||
INSULET CORP | COMMON | 45784P101 | 6,521 | 94,509 | SH | SOLE | 0 | 0 | 94,509 | ||
INTEC PHARMA LTD JERUSALEM | SHS | M53644106 | 1,828 | 355,000 | SH | SOLE | 355,000 | 0 | 0 | ||
INTEGRA LIFESCIENCE | COMMON | 457985208 | 5,896 | 123,198 | SH | SOLE | 0 | 0 | 123,198 | ||
IRHYTHM TECHNOLOGIES | COMMON | 450056106 | 10,919 | 194,800 | SH | SOLE | 100 | 0 | 194,700 | ||
JOHNSON & JOHNSON | COMMON | 478160104 | 29,949 | 214,349 | SH | SOLE | 214,349 | 0 | 0 | ||
K2M GROUP HOLDINGS | COMMON | 48273J107 | 20,959 | 1,164,412 | SH | SOLE | 580,612 | 0 | 583,800 | ||
LA JOLLA PHARMACEUTICAL | COMMON | 503459604 | 27,491 | 854,301 | SH | SOLE | 530,377 | 0 | 323,924 | ||
LOXO ONCOLOGY INC | COMMON | 548862101 | 12,811 | 152,185 | SH | SOLE | 24,303 | 0 | 127,882 | ||
MADRIGAL PHARMACEUTICALS | COMMON | 558868105 | 3,382 | 36,850 | SH | SOLE | 17,763 | 0 | 19,087 | ||
MASIMO CORP | COMMON | 574795100 | 6,173 | 72,800 | SH | SOLE | 0 | 0 | 72,800 | ||
MEDTRONIC PLC | SHS | G5960L103 | 14,665 | 181,610 | SH | SOLE | 181,610 | 0 | 0 | ||
MERCK & CO INC | COMMON | 58933Y105 | 6,105 | 108,501 | SH | SOLE | 108,501 | 0 | 0 | ||
MOLINA HEALTHCARE | COMMON | 60855R100 | 4,007 | 52,260 | SH | SOLE | 60 | 0 | 52,200 | ||
MOMENTA PHARMACEUTICALS | COMMON | 60877T100 | 6,979 | 500,298 | SH | SOLE | 307,399 | 0 | 192,899 | ||
NEKTAR THERAPEUTICS | COMMON | 640268108 | 7,036 | 117,815 | SH | SOLE | 70,615 | 0 | 47,200 | ||
NEUROCRINE BIOSCIENCES | COMMON | 64125C109 | 11,041 | 142,302 | SH | SOLE | 32,495 | 0 | 109,807 | ||
NOVARTIS AG | SPNS AD | 66987V109 | 31,527 | 375,496 | SH | SOLE | 375,496 | 0 | 0 | ||
OBSEVA SA | COMMON | H5861P103 | 2,063 | 211,407 | SH | SOLE | 211,407 | 0 | 0 | ||
PFIZER INC | COMMON | 717081103 | 31,514 | 870,074 | SH | SOLE | 870,074 | 0 | 0 | ||
PORTOLA PHARMACEUTICALS | COMMON | 737010108 | 26,113 | 536,414 | SH | SOLE | 286,472 | 0 | 249,942 | ||
PROTEOSTASIS THERAPEUTICS | COMMON | 74373B109 | 1,749 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
PROTHENA CORP PLC | SHS | G72800108 | 6,901 | 184,063 | SH | SOLE | 90,863 | 0 | 93,200 | ||
PTC THERAPEUTICS | COMMON | 69366J200 | 6,216 | 372,634 | SH | SOLE | 132,935 | 0 | 239,699 | ||
PUMA BIOTECHNOLOGY | COMMON | 74587V107 | 1,488 | 15,050 | SH | SOLE | 15,050 | 0 | 0 | ||
REGENERON PHARMACEUTICALS | COMMON | 75886F107 | 14,781 | 39,316 | SH | SOLE | 39,316 | 0 | 0 | ||
SAGE THERAPEUTICS | COMMON | 78667J108 | 2,833 | 17,200 | SH | SOLE | 17,200 | 0 | 0 | ||
SAREPTA THERAPEUTICS | COMMON | 803607100 | 13,298 | 238,999 | SH | SOLE | 93,099 | 0 | 145,900 | ||
SAVARA INC | COMMON | 805111101 | 2,374 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
SIERRA ONCOLOGY INC | COMMON | 82640U107 | 752 | 201,660 | SH | SOLE | 201,660 | 0 | 0 | ||
SPARK THERAPEUTICS | COMMON | 84652J103 | 4,288 | 83,390 | SH | SOLE | 35,291 | 0 | 48,099 | ||
SPRING BK PHARMACEUTICALS | COMMON | 849431101 | 1,658 | 123,383 | SH | SOLE | 123,383 | 0 | 0 | ||
TELADOC INC | COMMON | 87918A105 | 23,755 | 681,628 | SH | SOLE | 373,120 | 0 | 308,508 | ||
TESARO INC | COMMON | 881569107 | 3,033 | 36,600 | SH | SOLE | 36,600 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COMMON | 91324P102 | 18,277 | 82,904 | SH | SOLE | 82,904 | 0 | 0 | ||
VERTEX PHARMACEUTICALS | COMMON | 92532F100 | 5,502 | 36,715 | SH | SOLE | 36,715 | 0 | 0 | ||
VIEWRAY INC | COMMON | 92672L107 | 8,772 | 947,306 | SH | SOLE | 467,811 | 0 | 479,495 | ||
WRIGHT MED GROUP N V | ORD EUR | N96617118 | 6,837 | 307,972 | SH | SOLE | 300 | 0 | 307,672 | ||
ZAI LAB LTD | ADR | 98887Q104 | 1,053 | 49,584 | SH | SOLE | 49,584 | 0 | 0 |