Q3 2014 Holdings
Filed 2014-11-13 | 33 holdings | $39.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $30.1M | 2,547,600 | 76.7% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $8.7M | 77,100 | 22.3% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $49.9K | 770,147 | 0.1% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $36.7K | 511,800 | 0.1% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $24.2K | 237,300 | 0.1% |
| Teva Pharmaceutical Inds LTD(TEVA) | ADR | 881624209 | $18.3K | 340,600 | 0.0% |
| Perkinelmer Inc(RVTY) | COM | 714046109 | $17.3K | 397,460 | 0.0% |
| Stryker Corp(SYK) | COM | 863667101 | $17.0K | 210,183 | 0.0% |
| Quest Diagnostics Inc(DGX) | COM | 74834L100 | $16.9K | 279,128 | 0.0% |
| Thoratec Corp | COM NEW | 885175307 | $16.8K | 628,300 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $16.2K | 317,000 | 0.0% |
| Cardinal Health Inc(CAH) | COM | 14149Y108 | $15.0K | 200,000 | 0.0% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $14.7K | 1,138,291 | 0.0% |
| Lifepoint Hospitals Inc | COM | 53219L109 | $13.8K | 199,700 | 0.0% |
| Tenet Healthcare Corp(THC) | COM | 88033G407 | $13.6K | 229,500 | 0.0% |
| Cubist Pharmaceuticals Inc | COM | 229678107 | $13.3K | 199,990 | 0.0% |
| Resmed Inc(RMD) | COM | 761152107 | $11.4K | 231,300 | 0.0% |
| Patterson Companies Inc(PDCOEUR) | COM | 703395103 | $10.7K | 258,465 | 0.0% |
| Wellcare Health Plans Inc | COM | 94946T106 | $10.4K | 173,145 | 0.0% |
| Hospira Inc | COM | 441060100 | $10.4K | 200,000 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $8.4K | 74,463 | 0.0% |
| Amerisourcebergen Corp(COR) | COM | 03073E105 | $7.6K | 98,000 | 0.0% |
| Community Health SYS Inc(CYH) | COM | 203668108 | $6.1K | 111,000 | 0.0% |
| Acorda Therapeutics Inc | COM | 00484M106 | $6.0K | 176,600 | 0.0% |
| Volcano Corporation | COM | 928645100 | $5.9K | 557,000 | 0.0% |
| Integra Lifesciences Hldgs C(IART) | COM NEW | 457985208 | $5.7K | 114,191 | 0.0% |
| Catamaran Corp | COM | 148887102 | $4.8K | 113,500 | 0.0% |
| Cigna Corporation | COM | 125509109 | $4.4K | 49,000 | 0.0% |
| Allergan Inc | COM | 018490102 | $3.6K | 20,000 | 0.0% |
| Medicines Co | COM | 584688105 | $3.5K | 155,450 | 0.0% |
| Avanir Pharmaceuticals Inc | CL A NEW | 05348P401 | $2.7K | 229,400 | 0.0% |
| Auxilium Pharmaceuticals Inc | COM | 05334D107 | $2.6K | 85,920 | 0.0% |
| Spectrum Pharmaceuticals Inc | COM | 84763A108 | $566 | 69,500 | 0.0% |