Q4 2014 Holdings
Filed 2015-02-13 | 25 holdings | $115.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $66.3M | 5,000,000 | 57.4% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $32.7M | 500,000 | 28.3% |
| Accuray Inc(ARAY) | COM | 004397105 | $15.1M | 2,000,000 | 13.1% |
| Select MED Hldgs Corp(SEM) | COM | 81619Q105 | $200.9K | 13,950,000 | 0.2% |
| Teva Pharmaceutical Inds LTD(TEVA) | ADR | 881624209 | $172.5K | 3,000,000 | 0.1% |
| Amedisys Inc(AMED) | COM | 023436108 | $117.4K | 4,000,000 | 0.1% |
| Kindred Healthcare Inc | COM | 494580103 | $90.9K | 5,000,000 | 0.1% |
| Mylan Inc | COM | 628530107 | $84.6K | 1,500,000 | 0.1% |
| Healthways Inc | COM | 422245100 | $76.5K | 3,850,000 | 0.1% |
| Valeant Pharmaceuticals Intl | COM | 91911K102 | $71.6K | 500,000 | 0.1% |
| Quest Diagnostics Inc(DGX) | COM | 74834L100 | $67.1K | 1,000,000 | 0.1% |
| Supervalu Inc | COM | 868536103 | $63.1K | 6,500,000 | 0.1% |
| Orthofix Intl N V | COM | N6748L102 | $54.1K | 1,800,000 | 0.0% |
| Genomic Health Inc(GHDX) | COM | 37244C101 | $48.0K | 1,500,000 | 0.0% |
| Weight Watchers Intl Inc New | COM | 948626106 | $42.2K | 1,700,000 | 0.0% |
| Magellan Health Inc | COM NEW | 559079207 | $42.0K | 700,000 | 0.0% |
| Gentiva Health Services Inc | COM | 37247A102 | $38.1K | 2,000,000 | 0.0% |
| Myriad Genetics Inc(MYGN) | COM | 62855J104 | $37.5K | 1,100,000 | 0.0% |
| Vivus Inc | COM | 928551100 | $32.6K | 11,304,800 | 0.0% |
| Almost Family Inc | COM | 020409108 | $31.6K | 1,090,500 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $30.1K | 2,500,000 | 0.0% |
| Syneron Medical LTD | ORD SHS | M87245102 | $28.0K | 3,000,000 | 0.0% |
| Freds Inc(FREDQ) | CL A | 356108100 | $26.1K | 1,500,000 | 0.0% |
| Rite AID Corp | COM | 767754104 | $15.0K | 2,000,000 | 0.0% |
| Aegerion Pharmaceuticals Inc | COM | 00767E102 | $4.2K | 200,000 | 0.0% |