Q2 2014 Holdings
Filed 2014-08-14 | 26 holdings | $74.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $63.9M | 5,000,000 | 86.3% |
| Accuray Inc(ARAY) | COM | 004397105 | $8.8M | 1,000,000 | 11.9% |
| Select MED Hldgs Corp(SEM) | COM | 81619Q105 | $217.6K | 13,950,000 | 0.3% |
| Teva Pharmaceutical Inds LTD(TEVA) | ADR | 881624209 | $157.3K | 3,000,000 | 0.2% |
| Supervalu Inc | COM | 868536103 | $69.9K | 8,500,000 | 0.1% |
| Healthways Inc | COM | 422245100 | $67.5K | 3,850,000 | 0.1% |
| Wellcare Health Plans Inc | COM | 94946T106 | $67.2K | 900,000 | 0.1% |
| Amedisys Inc(AMED) | COM | 023436108 | $67.0K | 4,000,000 | 0.1% |
| Orthofix Intl N V | COM | N6748L102 | $65.3K | 1,800,000 | 0.1% |
| Wellpoint Inc | COM | 94973V107 | $64.6K | 600,000 | 0.1% |
| Valeant Pharmaceuticals Intl | COM | 91911K102 | $63.1K | 500,000 | 0.1% |
| Quest Diagnostics Inc(DGX) | COM | 74834L100 | $58.7K | 1,000,000 | 0.1% |
| Nuvasive Inc(NUVAGBP) | COM | 670704105 | $53.4K | 1,500,000 | 0.1% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $51.5K | 600,000 | 0.1% |
| Vivus Inc | COM | 928551100 | $47.9K | 9,000,000 | 0.1% |
| Weight Watchers Intl Inc New | COM | 948626106 | $40.3K | 2,000,000 | 0.1% |
| Myriad Genetics Inc(MYGN) | COM | 62855J104 | $38.9K | 1,000,000 | 0.1% |
| Kindred Healthcare Inc | COM | 494580103 | $34.7K | 1,500,000 | 0.0% |
| Allergan Inc | COM | 018490102 | $33.8K | 200,000 | 0.0% |
| Magellan Health Inc | COM NEW | 559079207 | $31.1K | 500,000 | 0.0% |
| Syneron Medical LTD | ORD SHS | M87245102 | $31.0K | 3,000,000 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $30.2K | 2,500,000 | 0.0% |
| Almost Family Inc | COM | 020409108 | $24.1K | 1,090,500 | 0.0% |
| Community Health SYS Inc New(CYH) | COM | 203668108 | $22.7K | 500,000 | 0.0% |
| Gentiva Health Services Inc | COM | 37247A102 | $11.3K | 750,000 | 0.0% |
| Genomic Health Inc(GHDX) | COM | 37244C101 | $8.2K | 300,000 | 0.0% |