Q1 2017 Holdings
Filed 2017-05-15 | 16 holdings | $1.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Accuray Inc(ARAY) | COM | 004397105 | $734.0K | 154,500 | 53.0% |
| Select Sector Spdr TR(XLV)Put | SBI HEALTHCARE | 81369Y209 | $126.4K | 1,700,000 | 9.1% |
| Select MED Hldgs Corp(SEM) | COM | 81619Q105 | $76.1K | 5,700,000 | 5.5% |
| Tivity Healh Inc | COM | 88870R102 | $72.8K | 2,500,000 | 5.3% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $67.9K | 1,000,000 | 4.9% |
| Endo Intl PLC | SHS | G30401106 | $50.2K | 4,500,000 | 3.6% |
| Perrigo Co PLC(PRGO) | SHS | G97822103 | $39.8K | 600,000 | 2.9% |
| Mylan N V | SHS EURO | N59465109 | $39.0K | 1,000,000 | 2.8% |
| Supervalu Inc | COM | 868536103 | $38.6K | 10,000,000 | 2.8% |
| Impax Laboratories Inc | COM | 45256B101 | $38.0K | 3,000,000 | 2.7% |
| Tenet Healthcare Corp(THC) | COM NEW | 88033G407 | $35.4K | 2,000,000 | 2.6% |
| Syneron Medical LTD | ORD SHS | M87245102 | $31.7K | 3,000,000 | 2.3% |
| Horizon Pharma PLC | SHS | G4617B105 | $10.2K | 692,700 | 0.7% |
| Vivus Inc | COM | 928551100 | $10.1K | 9,009,300 | 0.7% |
| Quorum Health Corp | COM | 74909E106 | $8.7K | 1,590,200 | 0.6% |
| Bioscrip Inc(BIOSEUR) | COM | 09069N108 | $5.1K | 3,000,000 | 0.4% |