Q3 2013 Holdings
Filed 2013-11-14 | 27 holdings | $67.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $54.0M | 4,600,000 | 80.5% |
| Conmed Corp(CNMD) | COM | 207410101 | $8.1M | 239,587 | 12.1% |
| Cross Ctry Healthcare Inc(CCRN) | COM | 227483104 | $4.1M | 675,000 | 6.1% |
| Intuitive Surgical Inc(ISRG)Put | COM NEW | 46120E602 | $133.6K | 355,000 | 0.2% |
| Teva Pharmaceutical Inds LTD(TEVA) | ADR | 881624209 | $87.8K | 2,325,000 | 0.1% |
| Wellpoint Inc | COM | 94973V107 | $87.8K | 1,050,000 | 0.1% |
| Mylan Inc | COM | 628530107 | $53.4K | 1,400,000 | 0.1% |
| Wellcare Health Plans Inc | COM | 94946T106 | $52.3K | 750,000 | 0.1% |
| Healthways Inc | COM | 422245100 | $51.8K | 2,800,000 | 0.1% |
| Amedisys Inc(AMED) | COM | 023436108 | $47.3K | 2,750,000 | 0.1% |
| Quest Diagnostics Inc(DGX) | COM | 74834L100 | $43.3K | 700,000 | 0.1% |
| Nuvasive Inc(NUVAGBP) | COM | 670704105 | $42.9K | 1,750,000 | 0.1% |
| Community Health SYS Inc New(CYH) | COM | 203668108 | $41.5K | 1,000,000 | 0.1% |
| Warner Chilcott PLC Ireland | SHS A | G94368100 | $41.3K | 1,800,000 | 0.1% |
| Select MED Hldgs Corp(SEM) | COM | 81619Q105 | $32.3K | 4,000,000 | 0.0% |
| Magellan Health Svcs Inc | COM NEW | 559079207 | $26.3K | 439,300 | 0.0% |
| Volcano Corporation | COM | 928645100 | $19.2K | 800,000 | 0.0% |
| Health NET Inc | COM | 42222G108 | $19.0K | 600,000 | 0.0% |
| Syneron Medical LTD | ORD SHS | M87245102 | $18.5K | 2,150,000 | 0.0% |
| Ehealth Inc(EHTH) | COM | 28238P109 | $16.1K | 500,000 | 0.0% |
| Actavis Inc | COM | 00507K103 | $14.4K | 100,000 | 0.0% |
| Almost Family Inc | COM | 020409108 | $13.5K | 692,578 | 0.0% |
| Weight Watchers Intl Inc New | COM | 948626106 | $13.1K | 350,000 | 0.0% |
| Supervalu Inc | COM | 868536103 | $11.1K | 1,350,000 | 0.0% |
| Kindred Healthcare Inc | COM | 494580103 | $9.4K | 700,000 | 0.0% |
| Davita Healthcare Partners I(DVA)Put | COM | 23918K108 | $5.7K | 100,000 | 0.0% |
| Arthrocare Corp | COM | 043136100 | $5.5K | 153,600 | 0.0% |