Q1 2015 Holdings
Filed 2015-05-14 | 141 holdings | $68.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Heartware International, Inc. | COM | 422368100 | $1.9K | 22,000 | 0.0% |
| The Medicines Company | COM | 584688105 | $2.0K | 70,000 | 0.0% |
| Relypsa, Inc. | COM | 759531106 | $2.0K | 55,000 | 0.0% |
| Ishares TR(IBB) | NASDQ BIOTEC ETF | 464287556 | $2.1K | 6,000 | 0.0% |
| Edwards Lifesciences Corporation(EW) | COM | 28176E108 | $2.1K | 14,500 | 0.0% |
| Nuvasive, Inc.(NUVAGBP) | COM | 670704105 | $2.1K | 45,000 | 0.0% |
| Davita Healthcare Partners, Inc.(DVA) | COM | 23918K108 | $2.1K | 26,000 | 0.0% |
| Dentsply International Inc. | COM | 249030107 | $2.1K | 42,000 | 0.0% |
| Athenahealth, Inc. | COM | 04685W103 | $2.1K | 18,000 | 0.0% |
| Globus Medical, Inc.(GMED) | CL A | 379577208 | $2.3K | 90,000 | 0.0% |
| Infinity Pharmaceuticals, Inc.(INFIQ) | COM | 45665G303 | $2.3K | 164,000 | 0.0% |
| Merck & Co., Inc.(MRK) | COM | 58933Y105 | $2.3K | 40,000 | 0.0% |
| Thoratec Corporation | COM NEW | 885175307 | $2.3K | 55,000 | 0.0% |
| Sagent Pharmaceuticals, Inc. | COM | 786692103 | $2.3K | 100,000 | 0.0% |
| Perrigo Company plc(PRGO) | SHS | G97822103 | $2.3K | 15,000 | 0.0% |
| Inovio Pharmaceuticals, Inc. | COM NEW | 45773H201 | $2.4K | 300,000 | 0.0% |
| Tenet Healthcare Corporation(THC) | COM NEW | 88033G407 | $2.5K | 50,000 | 0.0% |
| Proshares Trust II | ULTSH NASD BIOT | 74347B789 | $2.6K | 75,000 | 0.0% |
| Celldex Therapeutics, Inc. | COM | 15117B103 | $2.6K | 104,000 | 0.0% |
| Shire PLC | SPONSORED ADR | 82481R106 | $2.6K | 11,000 | 0.0% |
| Hologic, Inc.(HOLX) | COM | 436440101 | $2.7K | 81,000 | 0.0% |
| Stericycle, Inc.(SRCLEUR) | COM | 858912108 | $2.9K | 21,000 | 0.0% |
| CVS Health Corporation(CVS) | COM | 126650100 | $3.1K | 30,000 | 0.0% |
| Clovis Oncology, Inc.(CLVSEUR) | COM | 189464100 | $3.1K | 42,100 | 0.0% |
| Cooper Companies Inc. | COM NEW | 216648402 | $3.5K | 18,500 | 0.0% |
| Teleflex Incorporated(TFX) | COM | 879369106 | $3.6K | 30,000 | 0.0% |
| Community Health Systems, Inc.(CYH) | COM | 203668108 | $3.7K | 70,000 | 0.0% |
| Bristol-Myers Squibb Company(BMY) | COM | 110122108 | $3.9K | 60,000 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $4.0K | 40,000 | 0.0% |
| Novavax, Inc. | COM | 670002104 | $4.3K | 520,000 | 0.0% |
| Ariad Pharmaceuticals, Inc. | COM | 04033A100 | $4.4K | 529,000 | 0.0% |
| Achillion Pharmaceuticals, Inc.(ACHNEUR) | COM | 00448Q201 | $4.4K | 446,000 | 0.0% |
| Varian Medical Systems, Inc.(VAREUR) | COM | 92220P105 | $4.4K | 47,000 | 0.0% |
| Humana, Inc.(HUM) | COM | 444859102 | $4.5K | 25,000 | 0.0% |
| Anthem, Inc.(ELV) | COM | 036752103 | $4.6K | 30,000 | 0.0% |
| Cerner Corporation(CERNCHF) | COM | 156782104 | $4.8K | 66,000 | 0.0% |
| C.R. Bard, Inc.(BCRUSD) | COM | 067383109 | $5.0K | 30,000 | 0.0% |
| HCA Holdings, Inc.(HCA) | COM | 40412C101 | $5.0K | 67,000 | 0.0% |
| Alkermes Public Limited Company(ALKS) | SHS | G01767105 | $5.3K | 86,500 | 0.0% |
| Dr. Reddy's Laboratories Limited(RDY) | ADR | 256135203 | $5.7K | 100,000 | 0.0% |
| Cigna Corporation | COM | 125509109 | $5.8K | 45,000 | 0.0% |
| Pfizer Inc.(PFE) | COM | 717081103 | $6.3K | 180,000 | 0.0% |
| Aetna Inc. | COM | 00817Y108 | $6.3K | 59,000 | 0.0% |
| Molina Healthcare, Inc.(MOH) | COM | 60855R100 | $6.4K | 94,960 | 0.0% |
| Lannet, Inc. | COM | 516012101 | $6.6K | 97,550 | 0.0% |
| Intuitive Surgical, Inc.(ISRG) | COM NEW | 46120E602 | $6.8K | 13,550 | 0.0% |
| Akorn, Inc.(AKRXEUR) | COM | 009728106 | $6.9K | 145,000 | 0.0% |
| Medivation, Inc. | COM | 58501N101 | $7.0K | 54,300 | 0.0% |
| Ligand Pharmaceuticals Incorporated(LGND) | COM NEW | 53220K504 | $7.2K | 93,160 | 0.0% |
| Receptos, Inc. | COM | 756207106 | $7.9K | 48,000 | 0.0% |