Q2 2015 Holdings
Filed 2015-08-13 | 24 holdings | $47.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Scientific Corp(BSX) | COM | 101137107 | $31.2M | 1,764,000 | 65.8% |
| BIO RAD Labs Inc(BIO) | CL A | 090572207 | $15.9M | 105,400 | 33.5% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $49.9K | 713,500 | 0.1% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $31.2K | 374,247 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $28.0K | 287,800 | 0.1% |
| Stryker Corp(SYK) | COM | 863667101 | $25.0K | 261,483 | 0.1% |
| Perkinelmer Inc(RVTY) | COM | 714046109 | $18.7K | 355,060 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $18.6K | 279,400 | 0.0% |
| Cardinal Health Inc(CAH) | COM | 14149Y108 | $17.5K | 209,400 | 0.0% |
| Tenet Healthcare Corp(THC) | COM | 88033G407 | $17.0K | 293,000 | 0.0% |
| Ironwood Pharmaceuticals Inc(IRWD) | COM CL A | 46333X108 | $16.9K | 1,402,891 | 0.0% |
| Teva Pharmaceutical Inds LTD(TEVA) | ADR | 881624209 | $15.5K | 262,000 | 0.0% |
| Medicines Co | COM | 584688105 | $12.9K | 450,750 | 0.0% |
| Integra Lifesciences Hldgs C(IART) | COM NEW | 457985208 | $12.7K | 189,063 | 0.0% |
| Cigna Corporation | COM | 125509109 | $11.8K | 73,000 | 0.0% |
| Masimo Corp(MASI) | COM | 574795100 | $10.6K | 272,623 | 0.0% |
| Thoratec Corp | COM NEW | 885175307 | $10.2K | 229,300 | 0.0% |
| Community Health SYS Inc(CYH) | COM | 203668108 | $10.1K | 159,900 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $9.1K | 73,463 | 0.0% |
| Rite AID Corp | COM | 767754104 | $8.9K | 1,062,800 | 0.0% |
| Wellcare Health Plans Inc | COM | 94946T106 | $8.4K | 98,445 | 0.0% |
| Owens & Minor Inc New(ACH) | COM | 690732102 | $8.0K | 234,252 | 0.0% |
| Momenta Pharmaceuticals Inc(MNTA) | COM | 60877T100 | $3.2K | 140,440 | 0.0% |
| Spectrum Pharmaceuticals Inc | COM | 84763A108 | $475 | 69,500 | 0.0% |