Q3 2017 Holdings
Filed 2017-11-14 | 13 holdings | $468.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Select MED Hldgs Corp(SEM) | COM | 81619Q105 | $86.4K | 4,500,000 | 18.4% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $76.8K | 500,000 | 16.4% |
| Supervalu Inc | COM NEW | 868536301 | $43.5K | 2,000,001 | 9.3% |
| Mylan N V | SHS EURO | N59465109 | $42.4K | 1,350,000 | 9.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $40.5K | 500,000 | 8.6% |
| Endo Intl PLC | SHS | G30401106 | $34.3K | 4,000,000 | 7.3% |
| Tivity Health Inc | COM | 88870R102 | $30.6K | 750,000 | 6.5% |
| Perrigo Co PLC(PRGO) | SHS | G97822103 | $25.4K | 300,000 | 5.4% |
| Tenet Healthcare Corp(THC) | COM NEW | 88033G407 | $25.2K | 1,534,200 | 5.4% |
| Express Scripts Hldg Co | COM | 30219G108 | $22.2K | 350,000 | 4.7% |
| CVS Health Corp(CVS) | COM | 126650100 | $20.3K | 250,000 | 4.3% |
| Invacare Corp | COM | 461203101 | $16.1K | 1,023,000 | 3.4% |
| Pacific Biosciences Calif in(PACB) | COM | 69404D108 | $5.3K | 1,000,000 | 1.1% |