Q1 2015 Holdings
Filed 2015-05-15 | 20 holdings | $81.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $79.9M | 4,500,000 | 98.5% |
| Select MED Hldgs Corp(SEM) | COM | 81619Q105 | $199.5K | 13,450,000 | 0.2% |
| Kindred Healthcare Inc | COM | 494580103 | $131.2K | 5,513,999 | 0.2% |
| Amedisys Inc(AMED) | COM | 023436108 | $107.1K | 4,000,000 | 0.1% |
| Teva Pharmaceutical Inds LTD(TEVA) | ADR | 881624209 | $93.5K | 1,500,000 | 0.1% |
| Supervalu Inc | COM | 868536103 | $81.4K | 7,000,000 | 0.1% |
| Community Health SYS Inc New(CYH) | COM | 203668108 | $78.4K | 1,500,000 | 0.1% |
| Healthways Inc | COM | 422245100 | $75.8K | 3,850,000 | 0.1% |
| Orthofix Intl N V | COM | N6748L102 | $64.6K | 1,800,000 | 0.1% |
| Mylan N V | SHS EURO | N59465109 | $59.4K | 1,000,000 | 0.1% |
| Almost Family Inc | COM | 020409108 | $55.9K | 1,250,000 | 0.1% |
| Valeant Pharmaceuticals Intl | COM | 91911K102 | $49.7K | 250,000 | 0.1% |
| Genomic Health Inc(GHDX) | COM | 37244C101 | $45.8K | 1,500,000 | 0.1% |
| Express Scripts Hldg Co | COM | 30219G108 | $43.4K | 500,000 | 0.1% |
| Syneron Medical LTD | ORD SHS | M87245102 | $37.1K | 3,000,000 | 0.0% |
| Magellan Health Inc | COM NEW | 559079207 | $35.4K | 500,000 | 0.0% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $34.3K | 500,000 | 0.0% |
| Vivus Inc | COM | 928551100 | $30.8K | 12,500,000 | 0.0% |
| Freds Inc(FREDQ) | CL A | 356108100 | $10.9K | 638,900 | 0.0% |
| Aegerion Pharmaceuticals Inc | COM | 00767E102 | $7.9K | 300,000 | 0.0% |