Q1 2014 Holdings
Filed 2014-05-09 | 31 holdings | $58.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $27.2M | 2,010,800 | 46.9% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $22.8M | 443,400 | 39.3% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $7.7M | 59,900 | 13.2% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $46.3K | 786,947 | 0.1% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $42.9K | 582,700 | 0.1% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $23.3K | 313,600 | 0.0% |
| Teva Pharmaceutical Inds LTD(TEVA) | ADR | 881624209 | $20.6K | 390,000 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $18.4K | 187,750 | 0.0% |
| Perkinelmer Inc(RVTY) | COM | 714046109 | $16.0K | 355,960 | 0.0% |
| Quest Diagnostics Inc(DGX) | COM | 74834L100 | $15.0K | 259,128 | 0.0% |
| Cardinal Health Inc(CAH) | COM | 14149Y108 | $14.4K | 205,700 | 0.0% |
| Thoratec Corp | COM NEW | 885175307 | $13.9K | 387,300 | 0.0% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $12.7K | 1,026,991 | 0.0% |
| Wellcare Health Plans Inc | COM | 94946T106 | $12.4K | 194,700 | 0.0% |
| Cubist Pharmaceuticals Inc | COM | 229678107 | $12.2K | 166,390 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $12.0K | 145,800 | 0.0% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $11.7K | 210,000 | 0.0% |
| Lifepoint Hospitals Inc | COM | 53219L109 | $11.1K | 202,900 | 0.0% |
| Resmed Inc(RMD) | COM | 761152107 | $9.9K | 221,000 | 0.0% |
| Acorda Therapeutics Inc | COM | 00484M106 | $9.5K | 250,700 | 0.0% |
| Volcano Corporation | COM | 928645100 | $9.4K | 475,900 | 0.0% |
| Patterson Companies Inc(PDCOEUR) | COM | 703395103 | $9.2K | 220,165 | 0.0% |
| Auxilium Pharmaceuticals Inc | COM | 05334D107 | $7.7K | 284,020 | 0.0% |
| Tenet Healthcare Corp(THC) | COM | 88033G407 | $7.4K | 174,000 | 0.0% |
| Express Scripts Inc | COM | 30219G108 | $6.5K | 86,700 | 0.0% |
| United Therapeutics Corp del(UTHR) | COM | 91307C102 | $5.9K | 62,510 | 0.0% |
| Integra Lifesciences Hldgs C(IART) | COM NEW | 457985208 | $4.2K | 91,000 | 0.0% |
| Medicines Co | COM | 584688105 | $3.6K | 127,550 | 0.0% |
| Catamaran Corp | COM | 148887102 | $2.7K | 60,000 | 0.0% |
| Spectrum Pharmaceuticals Inc | COM | 84763A108 | $392 | 50,000 | 0.0% |
| Vivus Inc | COM | 928551100 | $238 | 40,000 | 0.0% |