Q4 2014 Holdings
Filed 2015-02-17 | 23 holdings | $11.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Align Technology Inc(ALGN) | COM | 016255101 | $11.0M | 196,368 | 98.1% |
| United Therapeutics Corp del(UTHR) | COM | 91307C102 | $14.9K | 115,077 | 0.1% |
| Dexcom Inc(DXCM) | COM | 252131107 | $14.7K | 267,076 | 0.1% |
| Mallinckrodt PUB LTD Co | SHS | G5785G107 | $14.4K | 145,071 | 0.1% |
| Universal Hlth Svcs Inc(UHS) | CL B | 913903100 | $13.7K | 122,904 | 0.1% |
| Amgen Inc(AMGN) | COM | 031162100 | $12.8K | 80,600 | 0.1% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $12.2K | 65,960 | 0.1% |
| Regeneron Pharmaceuticals(REGN) | COM | 75886F107 | $12.2K | 29,620 | 0.1% |
| Medicines Co | COM | 584688105 | $12.1K | 435,986 | 0.1% |
| West Pharmaceutical Svsc Inc(WST) | COM | 955306105 | $11.2K | 210,910 | 0.1% |
| Lilly ELI & Co(LLY) | COM | 532457108 | $10.7K | 155,417 | 0.1% |
| Universal Amern Corp New | COM | 91338E101 | $10.5K | 1,128,043 | 0.1% |
| Wellcare Health Plans Inc | COM | 94946T106 | $9.7K | 117,823 | 0.1% |
| Humana Inc(HUM) | COM | 444859102 | $8.8K | 61,581 | 0.1% |
| Cynosure Inc | CL A | 232577205 | $8.7K | 315,717 | 0.1% |
| Select MED Hldgs Corp(SEM) | COM | 81619Q105 | $7.8K | 543,455 | 0.1% |
| Flamel Technologies SA | SPONSORED ADR | 338488109 | $6.8K | 394,897 | 0.1% |
| Enzymotec LTD | SHS | M4059L101 | $5.1K | 681,778 | 0.0% |
| Amag Pharmaceuticals Inc(AMAG) | COM | 00163U106 | $4.8K | 113,079 | 0.0% |
| Universal Amern Corp NewCall | COM | 91338E101 | $4.6K | 500,000 | 0.0% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $4.6K | 105,822 | 0.0% |
| Healthsouth Corp | COM NEW | 421924309 | $4.1K | 107,885 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $3.6K | 49,217 | 0.0% |