Q3 2015 Holdings
Filed 2015-11-16 | 16 holdings | $29.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Align Technology Inc(ALGN) | COM | 016255101 | $28.4M | 500,000 | 96.2% |
| Mylan N V | SHS EURO | N59465109 | $161.0K | 4,000,000 | 0.5% |
| Teva Pharmaceutical Inds LTD(TEVA) | ADR | 881624209 | $152.4K | 2,700,000 | 0.5% |
| Amedisys Inc(AMED) | COM | 023436108 | $151.9K | 4,000,000 | 0.5% |
| Select MED Hldgs Corp(SEM) | COM | 81619Q105 | $141.3K | 13,100,000 | 0.5% |
| Supervalu Inc | COM | 868536103 | $107.7K | 15,000,000 | 0.4% |
| Kindred Healthcare Inc | COM | 494580103 | $78.8K | 5,000,000 | 0.3% |
| Mallinckrodt PUB LTD Co | SHS | G5785G107 | $63.9K | 1,000,000 | 0.2% |
| IMS Health Hldgs Inc | COM | 44970B109 | $50.9K | 1,750,000 | 0.2% |
| Orthofix Intl N V | COM | N6748L102 | $50.6K | 1,500,000 | 0.2% |
| Almost Family Inc | COM | 020409108 | $50.1K | 1,250,000 | 0.2% |
| Healthways Inc | COM | 422245100 | $42.8K | 3,850,000 | 0.1% |
| Syneron Medical LTD | ORD SHS | M87245102 | $21.5K | 3,000,000 | 0.1% |
| Vivus Inc | COM | 928551100 | $20.5K | 12,500,000 | 0.1% |
| Quality SYS Inc | COM | 747582104 | $12.7K | 1,020,000 | 0.0% |
| Aegerion Pharmaceuticals Inc | COM | 00767E102 | $12.5K | 919,414 | 0.0% |