Q3 2013 Holdings
Filed 2013-12-16 | 33 holdings | $36.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $30.0M | 2,551,800 | 81.8% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $6.3M | 53,800 | 17.3% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $36.5K | 724,347 | 0.1% |
| Forest Labs Inc | COM | 345838106 | $34.5K | 805,700 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $31.6K | 364,800 | 0.1% |
| Cardinal Health Inc(CAH) | COM | 14149Y108 | $20.4K | 391,800 | 0.1% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $20.0K | 304,400 | 0.1% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $14.2K | 277,500 | 0.0% |
| Auxilium Pharmaceuticals Inc | COM | 05334D107 | $13.9K | 761,924 | 0.0% |
| Cubist Pharmaceuticals Inc | COM | 229678107 | $13.0K | 204,042 | 0.0% |
| Onyx Pharmaceuticals Inc | COM | 683399109 | $12.9K | 103,215 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $12.5K | 180,000 | 0.0% |
| Medicines Co | COM | 584688105 | $10.7K | 318,350 | 0.0% |
| Wellcare Health Plans Inc | COM | 94946T106 | $10.4K | 148,900 | 0.0% |
| Masimo Corp(MASI) | COM | 574795100 | $10.0K | 375,691 | 0.0% |
| Perkinelmer Inc(RVTY) | COM | 714046109 | $10.0K | 263,700 | 0.0% |
| Teva Pharmaceutical Inds LTD(TEVA) | ADR | 881624209 | $9.9K | 263,300 | 0.0% |
| Salix Pharmaceuticals Inc | COM | 795435106 | $9.5K | 141,301 | 0.0% |
| Lifepoint Hospitals Inc | COM | 53219L109 | $8.7K | 187,400 | 0.0% |
| Thoratec Corp | COM NEW | 885175307 | $8.6K | 230,000 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $8.0K | 105,800 | 0.0% |
| Mallinckrodt PUB LTD Co | SHS | G5785G107 | $7.9K | 179,000 | 0.0% |
| Express Scripts Inc | COM | 30219G108 | $7.6K | 122,500 | 0.0% |
| Volcano Corporation | COM | 928645100 | $7.5K | 312,700 | 0.0% |
| Allergan Inc | COM | 018490102 | $6.1K | 67,900 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $6.1K | 85,000 | 0.0% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $5.0K | 422,991 | 0.0% |
| Optimer Pharmaceuticals Inc | COM | 68401H104 | $4.7K | 376,393 | 0.0% |
| Owens & Minor Inc New(ACH) | COM | 690732102 | $4.4K | 126,984 | 0.0% |
| Hospira Inc | COM | 441060100 | $3.0K | 76,000 | 0.0% |
| United Therapeutics Corp del(UTHR) | COM | 91307C102 | $2.9K | 36,510 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $2.7K | 186,800 | 0.0% |
| Spectrum Pharmaceuticals Inc | COM | 84763A108 | $419 | 50,000 | 0.0% |