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 | COM | 002824100 | 7,296 | 87,198 | SH | SOLE | 87,198 | 0 | 0 | ||
ACCELERON PHARMA | COM | 00434H108 | 8,992 | 227,596 | SH | SOLE | 78,899 | 0 | 148,697 | ||
AERIE PHARMACEUTIC | COM | 00771V108 | 20,979 | 1,091,534 | SH | SOLE | 532,750 | 0 | 558,784 | ||
AGIOS PHARMACEUTIC | COM | 00847X104 | 1,471 | 45,400 | SH | SOLE | 45,400 | 0 | 0 | ||
ALBIREO PHARMA INC | COM | 01345P106 | 2,944 | 147,211 | SH | SOLE | 83,249 | 0 | 63,962 | ||
ALEXION PHARM INC | COM | 015351109 | 3,594 | 36,699 | SH | SOLE | 36,699 | 0 | 0 | ||
ALNYLAM PHARMACUETCL | COM | 02043Q107 | 14,825 | 184,341 | SH | SOLE | 61,141 | 0 | 123,200 | ||
AMICUS THERAPEUTICS | COM | 03152W109 | 27,604 | 3,441,922 | SH | SOLE | 1,264,865 | 0 | 2,177,057 | ||
APELLIS PHARMACEUTIC | COM | 03753U106 | 24,017 | 996,983 | SH | SOLE | 696,220 | 0 | 300,763 | ||
ASSEMBLY BIOSCIENCES | COM | 045396108 | 7,077 | 719,896 | SH | SOLE | 459,496 | 0 | 260,400 | ||
ATRICURE INC | COM | 04963C209 | 11,160 | 447,455 | SH | SOLE | 103,761 | 0 | 343,694 | ||
BIOMARIN PHARMAC INC | COM | 09061G101 | 9,557 | 141,801 | SH | SOLE | 141,801 | 0 | 0 | ||
BOSTON SCIENTIFIC | COM | 101137107 | 9,040 | 222,176 | SH | SOLE | 222,176 | 0 | 0 | ||
BRISTOL MYERS SQUIBB | COM | 110122108 | 14,229 | 280,597 | SH | SOLE | 280,597 | 0 | 0 | ||
CIGNA CORP | COM | 125523100 | 9,474 | 62,413 | SH | SOLE | 62,413 | 0 | 0 | ||
CHANGE HEALTHCARE IN | COM | 15912K100 | 4,901 | 405,750 | SH | SOLE | 190,042 | 0 | 215,708 | ||
COLLEGIUM PHARMACEUT | COM | 19459J104 | 10,392 | 905,247 | SH | SOLE | 404,091 | 0 | 501,156 | ||
DR REDDYS LABS LTD | ADR | 256135203 | 1,493 | 39,397 | SH | SOLE | 39,397 | 0 | 0 | ||
EVELO BIOSCIENCES | COM | 299734103 | 4,469 | 732,582 | SH | SOLE | 276,029 | 0 | 456,553 | ||
EVOLENT HEALTH INC | COM | 30050B101 | 11,402 | 1,585,752 | SH | SOLE | 639,500 | 0 | 946,252 | ||
FIBROGEN INC | COM | 31572Q808 | 12,331 | 333,460 | SH | SOLE | 130,000 | 0 | 203,460 | ||
FORTY SEVEN INC | COM | 34983P104 | 5,229 | 814,414 | SH | SOLE | 387,464 | 0 | 426,950 | ||
GILEAD SCIENCES INC | COM | 375558103 | 15,651 | 246,940 | SH | SOLE | 246,940 | 0 | 0 | ||
GLOBAL BLOOD THERA | COM | 37890U108 | 11,695 | 241,040 | SH | SOLE | 80,287 | 0 | 160,753 | ||
HMS HOLDINGS CORP | COM | 40425J101 | 2,679 | 77,725 | SH | SOLE | 225 | 0 | 77,500 | ||
HILL-ROM HLDS INC | COM | 431475102 | 9,271 | 88,099 | SH | SOLE | 0 | 0 | 88,099 | ||
HOMOLOGY MEDICINES | COM | 438083107 | 1,346 | 74,381 | SH | SOLE | 74,381 | 0 | 0 | ||
IRHYTHM TECHNOLOGIES | COM | 450056106 | 13,914 | 187,750 | SH | SOLE | 53,550 | 0 | 134,200 | ||
IMMUNOMEDICS INC | COM | 452907108 | 12,064 | 909,822 | SH | SOLE | 277,603 | 0 | 632,219 | ||
INSPIRE MED SYS INC | COM | 457730109 | 16,054 | 263,100 | SH | SOLE | 102,400 | 0 | 160,700 | ||
LA JOLLA PHARMACLS | COM | 503459604 | 10,193 | 1,158,271 | SH | SOLE | 483,327 | 0 | 674,944 | ||
LILLY ELI & CO | COM | 532457108 | 6,236 | 55,765 | SH | SOLE | 55,765 | 0 | 0 | ||
MERCK & CO INC | COM | 58933Y105 | 9,900 | 117,600 | SH | SOLE | 117,600 | 0 | 0 | ||
MOLECULAR TEMPLATES | COM | 608550109 | 1,942 | 294,615 | SH | SOLE | 294,615 | 0 | 0 | ||
NOVARTIS AG | SPONSORED ADR | 66987V109 | 12,848 | 147,846 | SH | SOLE | 147,846 | 0 | 0 | ||
PTC THERAPEUTICS I | COM | 69366J200 | 12,758 | 377,238 | SH | SOLE | 162,181 | 0 | 215,057 | ||
PFIZER INC | COM | 717081103 | 6,594 | 183,528 | SH | SOLE | 183,528 | 0 | 0 | ||
PHASEBIO PHARMACEU | COM | 717224109 | 817 | 196,000 | SH | SOLE | 196,000 | 0 | 0 | ||
PORTOLA PHARMACEUTIC | COM | 737010108 | 14,657 | 546,489 | SH | SOLE | 148,047 | 0 | 398,442 | ||
RA PHARMACEUTICALS | COM | 74933V108 | 10,672 | 451,247 | SH | SOLE | 189,324 | 0 | 261,923 | ||
R1 RCM INC | COM | 749397105 | 8,837 | 989,572 | SH | SOLE | 218,772 | 0 | 770,800 | ||
SAGE THERAPEUTICS | COM | 78667J108 | 1,473 | 10,500 | SH | SOLE | 10,500 | 0 | 0 | ||
SAREPTA THERAPEUTICS | COM | 803607100 | 6,357 | 84,398 | SH | SOLE | 48,300 | 0 | 36,098 | ||
SAVARA INC | COM | 805111101 | 1,882 | 710,310 | SH | SOLE | 443,902 | 0 | 266,408 | ||
SHOCKWAVE MEDICAL | COM | 82489T104 | 17,163 | 573,434 | SH | SOLE | 573,434 | 0 | 0 | ||
SPRING BK PHARMACE | COM | 849431101 | 952 | 276,656 | SH | SOLE | 276,656 | 0 | 0 | ||
STEMLINE THERAPEUT | COM | 85858C107 | 7,055 | 677,759 | SH | SOLE | 372,559 | 0 | 305,200 | ||
TABULA RASA HEALTH | COM | 873379101 | 6,626 | 120,600 | SH | SOLE | 200 | 0 | 120,400 | ||
TANDEM DIABETES CARE | COM | 875372203 | 25,527 | 432,815 | SH | SOLE | 130,315 | 0 | 302,500 | ||
TELADOC HEALTH | COM | 87918A105 | 35,588 | 525,511 | SH | SOLE | 140,755 | 0 | 384,756 | ||
THERMO FISHER SCI | COM | 883556102 | 5,301 | 18,200 | SH | SOLE | 18,200 | 0 | 0 | ||
UNUM THERAPEUTICS | COM | 903214104 | 2,188 | 1,519,174 | SH | SOLE | 793,746 | 0 | 725,428 | ||
VERTEX PHARMACEUTICL | COM | 92532F100 | 2,401 | 14,171 | SH | SOLE | 14,171 | 0 | 0 | ||
VIEWRAY INC | COM | 92672L107 | 3,599 | 1,240,865 | SH | SOLE | 381,070 | 0 | 859,795 | ||
VOCERA COMMUNICATI | COM | 92857F107 | 11,801 | 478,728 | SH | SOLE | 133,146 | 0 | 345,582 | ||
ZIMMER BIOMET HLDS | COM | 98956P102 | 9,142 | 66,598 | SH | SOLE | 66,598 | 0 | 0 | ||
ALLERGAN PLC | SHS | G0177J108 | 808 | 4,800 | SH | SOLE | 4,800 | 0 | 0 | ||
MEDTRONIC PLC | SHS | G5960L103 | 7,891 | 72,651 | SH | SOLE | 72,651 | 0 | 0 | ||
MEIRAGTX HLDINGS PLC | COM | G59665102 | 3,275 | 205,306 | SH | SOLE | 205,306 | 0 | 0 | ||
OBSEVA SA | COM | H5861P103 | 5,357 | 643,151 | SH | SOLE | 643,151 | 0 | 0 | ||
UROGEN PHARMA LTD | COM | M96088105 | 1,550 | 65,063 | SH | SOLE | 65,063 | 0 | 0 | ||
UNIQURE N.V. | SHS | N90064101 | 1,161 | 29,500 | SH | SOLE | 29,500 | 0 | 0 | ||
WRIGHT MED GROUP N V | ORD SHS | N96617118 | 21,948 | 1,063,872 | SH | SOLE | 376,100 | 0 | 687,772 |