Q1 2014 Holdings
Filed 2014-05-15 | 24 holdings | $27.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $21.6M | 1,600,000 | 78.4% |
| Accuray Inc(ARAY) | COM | 004397105 | $4.8M | 500,000 | 17.4% |
| Select MED Hldgs Corp(SEM) | COM | 81619Q105 | $173.7K | 13,950,000 | 0.6% |
| Teva Pharmaceutical Inds LTD(TEVA) | ADR | 881624209 | $158.5K | 3,000,000 | 0.6% |
| Allergan Inc | COM | 018490102 | $86.9K | 700,000 | 0.3% |
| Wellpoint Inc | COM | 94973V107 | $84.6K | 850,000 | 0.3% |
| Actavis PLC | SHS | G0083B108 | $82.3K | 400,000 | 0.3% |
| Wellcare Health Plans Inc | COM | 94946T106 | $79.4K | 1,250,000 | 0.3% |
| Healthways Inc | COM | 422245100 | $66.0K | 3,850,000 | 0.2% |
| Quest Diagnostics Inc(DGX) | COM | 74834L100 | $57.9K | 1,000,000 | 0.2% |
| Nuvasive Inc(NUVAGBP) | COM | 670704105 | $57.6K | 1,500,000 | 0.2% |
| Amedisys Inc(AMED) | COM | 023436108 | $47.6K | 3,200,000 | 0.2% |
| Kindred Healthcare Inc | COM | 494580103 | $35.1K | 1,500,000 | 0.1% |
| Myriad Genetics Inc(MYGN) | COM | 62855J104 | $34.2K | 1,000,000 | 0.1% |
| Orthofix Intl N V | COM | N6748L102 | $34.0K | 1,127,300 | 0.1% |
| Syneron Medical LTD | ORD SHS | M87245102 | $30.6K | 2,460,300 | 0.1% |
| Magellan Health Svcs Inc | COM NEW | 559079207 | $29.7K | 500,000 | 0.1% |
| Mylan Inc | COM | 628530107 | $24.4K | 500,000 | 0.1% |
| Almost Family Inc | COM | 020409108 | $21.5K | 930,000 | 0.1% |
| Community Health SYS Inc New(CYH) | COM | 203668108 | $19.6K | 500,000 | 0.1% |
| Accretive Health Inc | COM | 00438V103 | $16.0K | 2,000,000 | 0.1% |
| Supervalu Inc | COM | 868536103 | $13.7K | 2,000,000 | 0.0% |
| Gentiva Health Services Inc | COM | 37247A102 | $4.6K | 500,000 | 0.0% |
| Genomic Health Inc(GHDX) | COM | 37244C101 | $2.6K | 100,000 | 0.0% |