Q4 2013 Holdings
Filed 2014-02-14 | 33 holdings | $44.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $31.2M | 2,594,800 | 70.4% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $7.2M | 58,200 | 16.2% |
| Biogen Idec Inc(BIIB) | COM | 09062X103 | $5.6M | 20,000 | 12.6% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $41.1K | 804,947 | 0.1% |
| Forest Labs Inc | COM | 345838106 | $26.4K | 440,349 | 0.1% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $24.2K | 347,600 | 0.1% |
| Cardinal Health Inc(CAH) | COM | 14149Y108 | $19.8K | 295,700 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $18.9K | 206,550 | 0.0% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $16.2K | 283,000 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $14.3K | 217,000 | 0.0% |
| Cubist Pharmaceuticals Inc | COM | 229678107 | $12.1K | 176,090 | 0.0% |
| Teva Pharmaceutical Inds LTD(TEVA) | ADR | 881624209 | $11.9K | 297,700 | 0.0% |
| Perkinelmer Inc(RVTY) | COM | 714046109 | $11.7K | 283,160 | 0.0% |
| Lifepoint Hospitals Inc | COM | 53219L109 | $11.4K | 216,000 | 0.0% |
| Medicines Co | COM | 584688105 | $11.1K | 287,850 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $10.7K | 141,700 | 0.0% |
| Express Scripts Inc | COM | 30219G108 | $10.3K | 146,800 | 0.0% |
| Thoratec Corp | COM NEW | 885175307 | $9.9K | 270,100 | 0.0% |
| Auxilium Pharmaceuticals Inc | COM | 05334D107 | $9.6K | 462,504 | 0.0% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $8.6K | 741,991 | 0.0% |
| Quest Diagnostics Inc(DGX) | COM | 74834L100 | $8.2K | 153,128 | 0.0% |
| Resmed Inc(RMD) | COM | 761152107 | $7.1K | 151,000 | 0.0% |
| Masimo Corp(MASI) | COM | 574795100 | $7.1K | 243,150 | 0.0% |
| ST Jude MED Inc | COM | 790849103 | $6.6K | 106,000 | 0.0% |
| Allergan Inc | COM | 018490102 | $5.0K | 45,000 | 0.0% |
| United Therapeutics Corp del(UTHR) | COM | 91307C102 | $4.4K | 38,910 | 0.0% |
| Health NET Inc | COM | 42222G108 | $4.3K | 145,000 | 0.0% |
| Integra Lifesciences Hldgs C(IART) | COM NEW | 457985208 | $3.4K | 71,000 | 0.0% |
| Acorda Therapeutics Inc | COM | 00484M106 | $3.4K | 115,000 | 0.0% |
| Tenet Healthcare Corp(THC) | COM | 88033G407 | $3.3K | 79,000 | 0.0% |
| Owens & Minor Inc New(ACH) | COM | 690732102 | $2.9K | 80,084 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $2.4K | 136,800 | 0.0% |
| Spectrum Pharmaceuticals Inc | COM | 84763A108 | $443 | 50,000 | 0.0% |