Q3 2014 Holdings
Filed 2014-11-14 | 25 holdings | $161.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Abbvie Inc(ABBV) | COM | 00287Y109 | $86.6M | 1,500,000 | 53.7% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $59.1M | 5,000,000 | 36.6% |
| Accuray Inc(ARAY) | COM | 004397105 | $14.5M | 2,000,000 | 9.0% |
| Select MED Hldgs Corp(SEM) | COM | 81619Q105 | $167.8K | 13,950,000 | 0.1% |
| Teva Pharmaceutical Inds LTD(TEVA) | ADR | 881624209 | $107.5K | 2,000,000 | 0.1% |
| Amedisys Inc(AMED) | COM | 023436108 | $80.7K | 4,000,000 | 0.1% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $76.6K | 750,000 | 0.0% |
| Mylan Inc | COM | 628530107 | $68.2K | 1,500,000 | 0.0% |
| Valeant Pharmaceuticals Intl | COM | 91911K102 | $65.6K | 500,000 | 0.0% |
| Kindred Healthcare Inc | COM | 494580103 | $63.1K | 3,250,000 | 0.0% |
| Healthways Inc | COM | 422245100 | $61.7K | 3,850,000 | 0.0% |
| Orthofix Intl N V | COM | N6748L102 | $55.7K | 1,800,000 | 0.0% |
| Weight Watchers International Inc New | COM | 948626106 | $54.9K | 2,000,000 | 0.0% |
| Genomic Health Inc(GHDX) | COM | 37244C101 | $42.5K | 1,500,000 | 0.0% |
| Vivus Inc | COM | 928551100 | $38.6K | 10,000,000 | 0.0% |
| Myriad Genetics Inc(MYGN) | COM | 62855J104 | $38.6K | 1,000,000 | 0.0% |
| Gentiva Health Services Inc | COM | 37247A102 | $33.6K | 2,000,000 | 0.0% |
| Quest Diagnostics Inc(DGX) | COM | 74834L100 | $30.3K | 500,000 | 0.0% |
| Syneron Medical LTD | ORD SHS | M87245102 | $30.1K | 3,000,000 | 0.0% |
| Almost Family Inc | COM | 020409108 | $29.6K | 1,090,500 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $28.4K | 2,500,000 | 0.0% |
| Magellan Health Inc | COM NEW | 559079207 | $27.4K | 500,000 | 0.0% |
| Supervalu Inc | COM | 868536103 | $26.8K | 3,000,000 | 0.0% |
| Freds Inc(FREDQ) | CL A | 356108100 | $21.0K | 1,500,000 | 0.0% |
| Nuvasive Inc(NUVAGBP) | COM | 670704105 | $4.0K | 115,000 | 0.0% |