Q2 2017 Holdings
Filed 2017-08-14 | 12 holdings | $449.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tivity Health Inc | COM | 88870R102 | $99.6K | 2,500,000 | 22.2% |
| Select MED Hldgs Corp(SEM) | COM | 81619Q105 | $76.8K | 5,000,000 | 17.1% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $70.8K | 1,000,000 | 15.7% |
| Mylan N V | SHS EURO | N59465109 | $38.8K | 1,000,000 | 8.6% |
| Endo Intl PLC | SHS | G30401106 | $33.5K | 3,000,000 | 7.5% |
| Supervalu Inc | COM | 868536103 | $32.9K | 10,000,000 | 7.3% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $24.7K | 150,000 | 5.5% |
| Perrigo Co PLC(PRGO) | SHS | G97822103 | $22.7K | 300,000 | 5.0% |
| Tenet Healthcare Corp(THC) | COM NEW | 88033G407 | $19.3K | 1,000,000 | 4.3% |
| Impax Laboratories Inc | COM | 45256B101 | $16.1K | 1,000,000 | 3.6% |
| Bioscrip Inc(BIOSEUR) | COM | 09069N108 | $8.1K | 3,000,000 | 1.8% |
| Vivus Inc | COM | 928551100 | $6.1K | 5,000,000 | 1.4% |