Q4 2013 Holdings
Filed 2014-02-14 | 28 holdings | $72.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $48.1M | 4,000,000 | 66.3% |
| Conmed Corp(CNMD) | COM | 207410101 | $14.9M | 350,000 | 20.5% |
| Cross Ctry Healthcare Inc(CCRN) | COM | 227483104 | $6.7M | 675,000 | 9.3% |
| Accuray Inc(ARAY) | COM | 004397105 | $1.7M | 200,000 | 2.4% |
| Teva Pharmaceutical Inds LTD(TEVA) | ADR | 881624209 | $110.2K | 2,750,000 | 0.2% |
| Intuitive Surgical Inc(ISRG)Put | COM NEW | 46120E602 | $107.5K | 280,000 | 0.1% |
| Wellpoint Inc | COM | 94973V107 | $83.2K | 900,000 | 0.1% |
| Select MED Hldgs Corp(SEM) | COM | 81619Q105 | $81.3K | 7,000,000 | 0.1% |
| Actavis PLC | SHS | G0083B108 | $75.6K | 450,000 | 0.1% |
| Healthways Inc | COM | 422245100 | $59.1K | 3,850,000 | 0.1% |
| Nuvasive Inc(NUVAGBP) | COM | 670704105 | $55.0K | 1,700,000 | 0.1% |
| Quest Diagnostics Inc(DGX) | COM | 74834L100 | $53.5K | 1,000,000 | 0.1% |
| Wellcare Health Plans Inc | COM | 94946T106 | $51.1K | 725,000 | 0.1% |
| Allergan Inc | COM | 018490102 | $50.0K | 450,000 | 0.1% |
| Mylan Inc | COM | 628530107 | $49.9K | 1,150,000 | 0.1% |
| Amedisys Inc(AMED) | COM | 023436108 | $46.8K | 3,200,000 | 0.1% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $45.7K | 500,000 | 0.1% |
| Magellan Health Svcs Inc | COM NEW | 559079207 | $35.9K | 600,000 | 0.0% |
| Express Scripts Hldg Co | COM | 30219G108 | $35.1K | 500,000 | 0.0% |
| Syneron Medical LTD | ORD SHS | M87245102 | $28.9K | 2,350,000 | 0.0% |
| Almost Family Inc | COM | 020409108 | $24.5K | 757,399 | 0.0% |
| Kindred Healthcare Inc | COM | 494580103 | $19.7K | 1,000,000 | 0.0% |
| Orthofix Intl N V | COM | N6748L102 | $15.4K | 675,000 | 0.0% |
| Ehealth Inc(EHTH) | COM | 28238P109 | $11.6K | 250,000 | 0.0% |
| Myriad Genetics Inc(MYGN) | COM | 62855J104 | $10.5K | 500,000 | 0.0% |
| Supervalu Inc | COM | 868536103 | $9.8K | 1,350,000 | 0.0% |
| Davita Healthcare Partners I(DVA)Put | COM | 23918K108 | $6.3K | 100,000 | 0.0% |
| Accretive Health Inc | COM | 00438V103 | $3.2K | 350,000 | 0.0% |