Q2 2013 Holdings
Filed 2013-08-14 | 33 holdings | $37.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $33.0M | 3,557,000 | 88.1% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $4.2M | 37,000 | 11.1% |
| Forest Labs Inc | COM | 345838106 | $37.0K | 902,000 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $33.1K | 385,500 | 0.1% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $26.8K | 545,407 | 0.1% |
| Cardinal Health Inc(CAH) | COM | 14149Y108 | $19.2K | 406,000 | 0.1% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $17.8K | 256,500 | 0.0% |
| Cubist Pharmaceuticals Inc | COM | 229678107 | $14.0K | 289,442 | 0.0% |
| Teva Pharmaceutical Inds LTD(TEVA) | ADR | 881624209 | $13.3K | 339,000 | 0.0% |
| Auxilium Pharmaceuticals Inc | COM | 05334D107 | $11.4K | 684,724 | 0.0% |
| Onyx Pharmaceuticals Inc | COM | 683399109 | $11.3K | 129,815 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $9.8K | 131,000 | 0.0% |
| Salix Pharmaceuticals Inc | COM | 795435106 | $9.7K | 147,001 | 0.0% |
| Hospira Inc | COM | 441060100 | $8.7K | 228,000 | 0.0% |
| Medicines Co | COM | 584688105 | $8.5K | 274,750 | 0.0% |
| Masimo Corp(MASI) | COM | 574795100 | $8.2K | 385,991 | 0.0% |
| Perkinelmer Inc(RVTY) | COM | 714046109 | $7.9K | 242,000 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $7.6K | 95,300 | 0.0% |
| Lifepoint Hospitals Inc | COM | 53219L109 | $7.2K | 147,800 | 0.0% |
| Express Scripts Inc | COM | 30219G108 | $7.0K | 113,000 | 0.0% |
| Resmed Inc(RMD) | COM | 761152107 | $6.4K | 141,770 | 0.0% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $6.3K | 148,000 | 0.0% |
| Thoratec Corp | COM NEW | 885175307 | $6.3K | 200,000 | 0.0% |
| Shire PLC | SPONSORED ADR | 82481R106 | $5.7K | 60,000 | 0.0% |
| Optimer Pharmaceuticals Inc | COM | 68401H104 | $4.9K | 341,393 | 0.0% |
| Owens & Minor Inc New(ACH) | COM | 690732102 | $4.7K | 139,384 | 0.0% |
| Allergan Inc | COM | 018490102 | $3.6K | 43,000 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $2.6K | 40,000 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $2.5K | 165,000 | 0.0% |
| United Therapeutics Corp del(UTHR) | COM | 91307C102 | $2.1K | 32,310 | 0.0% |
| Dendreon Corp | COM | 24823Q107 | $1.4K | 345,000 | 0.0% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $423 | 5,000 | 0.0% |
| Spectrum Pharmaceuticals Inc | COM | 84763A108 | $373 | 50,000 | 0.0% |