Q1 2015 Holdings
Filed 2015-05-13 | 21 holdings | $11.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biomarin Pharmaceutical Inc(BMRN) | COMMON STOCKS | 09061G101 | $10.9M | 87,500 | 97.5% |
| Receptos Inc | COMMON STOCKS | 756207106 | $18.1K | 110,000 | 0.2% |
| Centene Corp(CNC) | COMMON STOCKS | 15135B101 | $17.7K | 250,000 | 0.2% |
| Mallinckrodt PUB LTD Co | COMMON STOCKS | G5785G107 | $16.5K | 130,000 | 0.1% |
| Shire PLC | COMMON STOCKS | 82481R106 | $16.2K | 67,500 | 0.1% |
| Mylan Inc | COMMON STOCKS | N59465109 | $16.0K | 270,000 | 0.1% |
| Endo International PLC | COMMON STOCKS | G30401106 | $15.7K | 175,000 | 0.1% |
| Alkermes PLC(ALKS) | COMMON STOCKS | G01767105 | $14.3K | 235,000 | 0.1% |
| Akorn Inc(AKRXEUR) | COMMON STOCKS | 009728106 | $14.3K | 300,000 | 0.1% |
| Edwards Lifesciences Corp(EW) | COMMON STOCKS | 28176E108 | $14.2K | 100,000 | 0.1% |
| Intuitive Surgical Inc(ISRG) | COMMON STOCKS | 46120E602 | $13.9K | 27,500 | 0.1% |
| Impax Laboratories Inc | COMMON STOCKS | 45256B101 | $13.4K | 285,000 | 0.1% |
| United Therapeutics Corp(UTHR) | COMMON STOCKS | 91307C102 | $12.9K | 75,000 | 0.1% |
| Teva Pharmaceutical Inds LTD(TEVA) | COMMON STOCKS | 881624209 | $12.8K | 205,000 | 0.1% |
| Vertex Pharmaceuticals Inc(VRTX) | COMMON STOCKS | 92532F100 | $12.4K | 105,000 | 0.1% |
| Cepheid | COMMON STOCKS | 15670R107 | $11.4K | 200,000 | 0.1% |
| Cooper COS Inc | COMMON STOCKS | 216648402 | $11.2K | 60,000 | 0.1% |
| Jazz Pharmaceuticals PLC(JAZZ) | COMMON STOCKS | G50871105 | $11.2K | 65,000 | 0.1% |
| Anthem Inc(ELV) | COMMON STOCKS | 036752103 | $11.2K | 72,500 | 0.1% |
| Alere Inc | COMMON STOCKS | 01449J105 | $11.0K | 225,000 | 0.1% |
| Express Scripts Holding Company | COMMON STOCKS | 30219G108 | $9.8K | 112,500 | 0.1% |