Q1 2014 Holdings
Filed 2014-05-12 | 26 holdings | $16.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Conmed Corp(CNMD) | COMM | 207410101 | $8.3M | 192,000 | 50.0% |
| Atricure Inc(ATRC) | COMM | 04963C209 | $7.9M | 422,292 | 47.7% |
| Spdr S&P 500 ETF Trust(SPY)Put | COMM | 78462F103 | $65.5K | 350,000 | 0.4% |
| Volcano Corp | COMM | 928645100 | $32.4K | 1,645,000 | 0.2% |
| Carefusion Corp | COMM | 14170T101 | $28.2K | 700,000 | 0.2% |
| Auxilium Pharmaceuticals Inc | COMM | 05334D107 | $25.1K | 925,000 | 0.2% |
| Ishares Russell 2000(IWM)Put | COMM | 464287655 | $23.3K | 200,000 | 0.1% |
| Alkermes PLC(ALKS) | COMM | G01767105 | $20.9K | 475,000 | 0.1% |
| Insys Therapeutics Inc | COMM | 45824V209 | $19.8K | 477,141 | 0.1% |
| Endologix Inc | COMM | 29266S106 | $18.3K | 1,425,000 | 0.1% |
| Johnson & Johnson(JNJ)Call | COMM | 478160104 | $17.2K | 175,000 | 0.1% |
| Greatbatch Inc | COMM | 39153L106 | $16.1K | 350,000 | 0.1% |
| Spectranetics Corp | COMM | 84760C107 | $15.9K | 525,000 | 0.1% |
| Nxstage Medical Inc | COMM | 67072V103 | $15.3K | 1,200,000 | 0.1% |
| Catamaran Corp | COMM | 148887102 | $14.5K | 325,000 | 0.1% |
| Vocera Communications Inc | COMM | 92857F107 | $13.1K | 800,000 | 0.1% |
| Covidien PLC | COMM | G2554F113 | $12.9K | 175,000 | 0.1% |
| Biomed Realty Trust Inc | REIT | 09063H107 | $11.3K | 550,000 | 0.1% |
| Mimedx Group Inc(MDXG) | COMM | 602496101 | $11.0K | 1,800,000 | 0.1% |
| RTI Surgical Inc | COMM | 74975N105 | $8.2K | 2,000,000 | 0.0% |
| Luminex Corp | COMM | 55027E102 | $5.4K | 300,000 | 0.0% |
| Streamline Health Solutions | COMM | 86323X106 | $4.4K | 875,000 | 0.0% |
| Oxford Immunotec Global PLC | COMM | G6855A103 | $3.4K | 167,625 | 0.0% |
| Discovery Laboratories Inc | COMM | 254668403 | $2.2K | 1,000,000 | 0.0% |