Q2 2014 Holdings
Filed 2014-08-15 | 31 holdings | $53.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $32.2M | 2,517,600 | 60.3% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $12.9M | 228,500 | 24.2% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $7.9M | 66,300 | 14.9% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $57.0K | 916,147 | 0.1% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $39.2K | 541,800 | 0.1% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $25.8K | 300,300 | 0.0% |
| Thoratec Corp | COM NEW | 885175307 | $19.5K | 558,300 | 0.0% |
| Perkinelmer Inc(RVTY) | COM | 714046109 | $18.5K | 395,460 | 0.0% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $17.8K | 1,158,491 | 0.0% |
| Teva Pharmaceutical Inds LTD(TEVA) | ADR | 881624209 | $17.5K | 334,600 | 0.0% |
| Quest Diagnostics Inc(DGX) | COM | 74834L100 | $16.6K | 283,128 | 0.0% |
| Cardinal Health Inc(CAH) | COM | 14149Y108 | $14.2K | 207,000 | 0.0% |
| Cubist Pharmaceuticals Inc | COM | 229678107 | $13.4K | 192,490 | 0.0% |
| Tenet Healthcare Corp(THC) | COM | 88033G407 | $13.1K | 278,200 | 0.0% |
| Acorda Therapeutics Inc | COM | 00484M106 | $12.6K | 374,600 | 0.0% |
| Resmed Inc(RMD) | COM | 761152107 | $12.6K | 249,300 | 0.0% |
| Lifepoint Hospitals Inc | COM | 53219L109 | $12.4K | 199,700 | 0.0% |
| Hospira Inc | COM | 441060100 | $12.0K | 233,800 | 0.0% |
| Patterson Companies Inc(PDCOEUR) | COM | 703395103 | $10.2K | 258,465 | 0.0% |
| Agilent Technologies Inc(A) | COM | 00846U101 | $9.6K | 167,200 | 0.0% |
| Amerisourcebergen Corp(COR) | COM | 03073E105 | $7.3K | 100,000 | 0.0% |
| DR Reddys Labs LTD(RDY) | ADR | 256135203 | $6.3K | 146,152 | 0.0% |
| Medicines Co | COM | 584688105 | $5.4K | 184,250 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $5.3K | 110,000 | 0.0% |
| Catamaran Corp | COM | 148887102 | $5.0K | 113,500 | 0.0% |
| Integra Lifesciences Hldgs C(IART) | COM NEW | 457985208 | $4.9K | 105,100 | 0.0% |
| Avanir Pharmaceuticals Inc | CL A NEW | 05348P401 | $3.8K | 669,400 | 0.0% |
| Cigna Corporation | COM | 125509109 | $3.7K | 40,000 | 0.0% |
| Auxilium Pharmaceuticals Inc | COM | 05334D107 | $3.5K | 174,120 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $2.2K | 27,000 | 0.0% |
| Spectrum Pharmaceuticals Inc | COM | 84763A108 | $407 | 50,000 | 0.0% |