Q4 2014 Holdings
Filed 2015-02-17 | 30 holdings | $47.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $35.7M | 2,692,600 | 74.8% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $11.6M | 96,200 | 24.3% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $43.5K | 593,900 | 0.1% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $37.8K | 548,447 | 0.1% |
| Stryker Corp(SYK) | COM | 863667101 | $23.6K | 249,683 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $22.7K | 385,200 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $20.5K | 161,200 | 0.0% |
| Perkinelmer Inc(RVTY) | COM | 714046109 | $18.8K | 429,760 | 0.0% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $17.5K | 1,145,191 | 0.0% |
| Hospira Inc | COM | 441060100 | $17.4K | 284,300 | 0.0% |
| Lifepoint Hospitals Inc | COM | 53219L109 | $16.0K | 222,900 | 0.0% |
| Quest Diagnostics Inc(DGX) | COM | 74834L100 | $15.7K | 234,628 | 0.0% |
| Mylan Inc | COM | 628530107 | $14.5K | 256,600 | 0.0% |
| Cardinal Health Inc(CAH) | COM | 14149Y108 | $13.5K | 166,700 | 0.0% |
| Tenet Healthcare Corp(THC) | COM | 88033G407 | $13.0K | 257,500 | 0.0% |
| Thoratec Corp | COM NEW | 885175307 | $12.7K | 392,500 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $12.2K | 102,463 | 0.0% |
| Patterson Companies Inc(PDCOEUR) | COM | 703395103 | $11.4K | 237,465 | 0.0% |
| Wellcare Health Plans Inc | COM | 94946T106 | $11.1K | 134,745 | 0.0% |
| Amerisourcebergen Corp(COR) | COM | 03073E105 | $10.1K | 112,500 | 0.0% |
| Cigna Corporation | COM | 125509109 | $9.7K | 94,000 | 0.0% |
| Teva Pharmaceutical Inds LTD(TEVA) | ADR | 881624209 | $9.0K | 156,300 | 0.0% |
| Integra Lifesciences Hldgs C(IART) | COM NEW | 457985208 | $8.8K | 163,163 | 0.0% |
| Rite AID Corp | COM | 767754104 | $8.7K | 1,161,000 | 0.0% |
| Resmed Inc(RMD) | COM | 761152107 | $8.1K | 144,300 | 0.0% |
| Masimo Corp(MASI) | COM | 574795100 | $7.4K | 281,423 | 0.0% |
| Medicines Co | COM | 584688105 | $7.3K | 263,450 | 0.0% |
| Community Health SYS Inc(CYH) | COM | 203668108 | $7.1K | 132,100 | 0.0% |
| Acorda Therapeutics Inc | COM | 00484M106 | $3.5K | 84,900 | 0.0% |
| Spectrum Pharmaceuticals Inc | COM | 84763A108 | $482 | 69,500 | 0.0% |