Q1 2015 Holdings
Filed 2015-05-14 | 26 holdings | $50.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $37.6M | 2,117,600 | 74.6% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $12.5M | 92,400 | 24.8% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $43.9K | 641,500 | 0.1% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $33.9K | 466,447 | 0.1% |
| Stryker Corp(SYK) | COM | 863667101 | $23.0K | 248,883 | 0.0% |
| Perkinelmer Inc(RVTY) | COM | 714046109 | $21.5K | 420,260 | 0.0% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $18.6K | 1,162,191 | 0.0% |
| Cardinal Health Inc(CAH) | COM | 14149Y108 | $18.0K | 199,800 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $17.8K | 275,900 | 0.0% |
| Edwards Lifesciences Corp(EW) | COM | 28176E108 | $15.7K | 110,500 | 0.0% |
| Tenet Healthcare Corp(THC) | COM | 88033G407 | $12.9K | 261,500 | 0.0% |
| Cigna Corporation | COM | 125509109 | $12.3K | 95,200 | 0.0% |
| Wellcare Health Plans Inc | COM | 94946T106 | $11.9K | 130,545 | 0.0% |
| Teva Pharmaceutical Inds LTD(TEVA) | ADR | 881624209 | $11.5K | 184,000 | 0.0% |
| Integra Lifesciences Hldgs C(IART) | COM NEW | 457985208 | $11.4K | 184,963 | 0.0% |
| Thoratec Corp | COM NEW | 885175307 | $10.5K | 249,500 | 0.0% |
| Medicines Co | COM | 584688105 | $9.2K | 326,650 | 0.0% |
| Quest Diagnostics Inc(DGX) | COM | 74834L100 | $8.8K | 114,628 | 0.0% |
| Lifepoint Health Inc | COM | 53219L109 | $8.8K | 119,698 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $8.8K | 74,463 | 0.0% |
| Masimo Corp(MASI) | COM | 574795100 | $8.7K | 264,423 | 0.0% |
| Rite AID Corp | COM | 767754104 | $6.7K | 776,000 | 0.0% |
| Community Health SYS Inc(CYH) | COM | 203668108 | $5.9K | 113,800 | 0.0% |
| Amerisourcebergen Corp(COR) | COM | 03073E105 | $5.1K | 45,300 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $2.7K | 175,100 | 0.0% |
| Spectrum Pharmaceuticals Inc | COM | 84763A108 | $422 | 69,500 | 0.0% |