| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| INSM | INSMED INC | 17.15% | 1,603,465 | $110,703,224 | -337,528 | -17.39% | $69.04 | 13F |
| FOLD | AMICUS THERAPEUTICS INC | 11.18% | 7,662,479 | $72,180,552 | -482,832 | -5.93% | $9.42 | 13F |
| BMRN | BIOMARIN PHARMACEUTICAL INC | 10.87% | 1,067,266 | $70,151,394 | -22,790 | -2.09% | $65.73 | 13F |
| UTHR | UNITED THERAPEUTICS CORP | 8.51% | 155,714 | $54,942,128 | -27,532 | -15.02% | $352.84 | 13F |
| BIIB | BIOGEN INC | 4.51% | 190,148 | $29,077,432 | -38,768 | -16.94% | $152.92 | 13F |
| EHTH | EHEALTH INC | 2.74% | 1,878,127 | $17,654,394 | -469,392 | -20% | $9.4 | 13F |
| STAA | STAAR SURGICAL CO | 1.88% | 500,775 | $12,163,825 | -590,833 | -54.13% | $24.29 | 13F |
| ALKS | ALKERMES PLC | 1.29% | 289,308 | $8,320,498 | -95,348 | -24.79% | $28.76 | 13F |
| KPTI | KARYOPHARM THERAPEUTICS INC | 0.51% | 4,907,001 | $3,318,605 | -195,192 | -3.83% | $0.68 | 13F |
| RLMD | RELMADA THERAPEUTICS INC | 0.04% | 495,146 | $257,476 | -237,254 | -32.39% | $0.52 | 13F |